⦁Salesforce is a cloud based crm which is used to interact with the customer or
store the data of the customer in the database.
⦁SF is company founded in 1990.
⦁cloud - SAAS , PAAS, IAAS.
⦁In terms of salesforce:
table-object
data-record
column-field
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steps to create a object in salesforce:
1. click on gear icon -> setup
2. object manager -> new object . New custom object will appear.
3. give label name(ex:Course) , plural label(Ex:Courses) .Select the 2 options
under the object creation. click on save.
4. select tab style. Click on next. Again click on next and click on save.
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steps to create a field:
1. gear icon -> setup -> object manager -> find the object that is created. select
the object. -> new -> select number and click save. give field name and
duration .click on next and save.
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steps to create record:
1. CLick on 9 dots(app launcher). select object name -> give course name and
duration -> click on save. if any changes needed click on edit and make changes and
save.
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steps to field mapping in salesforce:
1. click on gear icon -> setup -> object manager -> find your object(student)
2. fields and relationships -> field dependency -> new -> select controlling and
dependent field -> click on continue . select the options(double click)
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refresh -> click on profile -> compact -> refresh
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types of objects in salesforce:
1. standard : object created by salesforce is known as standard object. (ex:
account,contact)
2. custom: object created by us based on the our usecase.
Difference b/w standard and custom object:
1. custom object api name ends with underscore c
for standard it does not with underscore c
2. standard obj does not have delete option
custom obj has delete option
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types of fields :
1. standard field
2. custom field
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Relationship with salesforce:
2 type's
1. lookup
2. master detail
[Link] lookup
[Link]
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[Link] is tab in salesforce?
tab is used represent a object.
2. how many ways to create a tab?
. in the time of creating a object there is an option to create a tab.
. click on gear icon -> go to setup -> search tab -> click on new -> select
object -> select icon -> next -> next -> save.
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LOOKUP RELATIONSHIP:
also created in inside the child object
steps:
create a new object (ex:library)
create records for the library object
open the object you want to link with (students) -> fields and relationships -> new
-> select lookup -> select library -> next -> save.
MASTER DETAIL RELATION SHIP
steps:
create parent object (course)
create child object (course delivery)
open child object -> fields and realtionships-> new->select master detail
realtionship -> select course->next and save
Differences between lookup relationship and master detail relation ship
[Link] is not mandatory for child record in lookup relationship but in master
detail it is mandatory
[Link] has owner in lookup relationship ,child doesnt have owner in master detail
relationship
3. In case of lookup, security is different for parent and child. In master detail,
same securtity level for child and parent
[Link] one object we can make 40 lookup and 2 master detail
[Link] case of lookup if you delete parent child is not deleted but in master detail
if you delete parent child is deleted
6. in master detail we can create rollup summary (count,min,max,sum) field in
parent object in lookup we cannpt create rollup summary field
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ROLL UP SUMMARY
STEPS
create records in course deliveries
go to parent object(course) create new field select rollup summary data type select
child object (course deliveries) select count or sum or min or max (aggregate to
fees) go to course delivery records to see values of count sum min max
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FORMULA FIELD
*it is system field and read only field
STEPS:
create marks and practical marks fields and add records
create a new field with formula data type and select marks +practical marks select
number as return type and save you can see total marks in student records
create a field in course delivery named start date end date should be calculated
create a new field as start date with date dataa typein course
create end date field as fromula data type select advanced formula->insert field->
select course> select duration and insert it you can see end date calculated
automatically
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PAGE LAYOUT
steps to do changes in page lay out
click gear icon -> setup->object manager-> search object name in quick
find(course)->select page layout on left side->click on course layout-> drag and
drop wherever ypu want and save and refresh you can see it is chnaged
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what is schema builder?
using schema builder we can create object field without going multiple steps
disadvantage is the field is not shown in page layout we have drag and drop
steps:
click gear->setup->search schema builder in quick find and select schema builder
after it opens seelct the object you want from quick find -> then click on element
and drag and drop the fields give name and values then go to page layout drag and
drop thr new field you have created and save the go to app launcher student and
then you can see new field added in student object
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VALIDATION RULES
steps :
click gear icon -> setup -> object manager-> in left side scroll down youll see
validation rules and clivk on it-> click new-> give name->in fromula give (if
(marks__c=null ,true,false))->save