Session -4 :

Role : Role in the organization specifies the structure/Hierarchy of the company/organization

:It will indicate who has to report the work to whom
Steps to create a Role :
1. Setup- Adminster Manage Users RolesNew Role
Step 1: Role Name
Step 2: Reports To
Step 3: Role Name Displayed
C::Q:: In how ways we can see the Roles
ANS:: List View
Tree View
Sorted List View
I::Q:: Did you work on Territory based roles
----------------------------------------------------------------------------------------------------------------Profiles
Profiles: Profile Controls the following
1. Standarad and Custom Applications that user can access
2. Standard or custom Tabs that user can see and Access
3. Standard and Custom object that user can access and Specifies the Create/Read /Edit /Delete
operations that user can
perform on the object
4. Field level security in the object is controlled by profiles
5. Apex Classes/ Visaulforce pages that user can see and Access

There are two types of profiles

1.Standard Profiels
2.Custom Profiles
Standard Profiles: These are the profiles which are created by the SalesForce to meet the global
requirement and Standard CRM functionality

Ex: System Admin

Marketing User
Custom Profiles:
These are the profiles which are created by the user to meet the organizations business
requirement.
Every Custom profiles which we create should be a clone of existing profile.
Note: Every profile is created for a specific license and it can be assigned to the users who have
purchased same license

Steps to create Profiles:

SetupAdministerManage UsersProfiles New Profile
Step 1: Select the Existing profile
Step 2: Select the License
Step 3 : Enter Profile Name
Step 4: Save
Step 5: Make the Changes based on your need.

User::
Steps to Create a User:
Setup AdministerManage UsersUsersNew User
C::Q:: Which fields are mandatory to create a user
1. Last Name 2.Nick Name 3.Email Id 4. User Name 5.Role 6.Profile 7. License
C:Q:: If once the user is created can we delete him?
ANS: No once user is created we cannot delete him
I:Q:: What is the difference between Freeze and Deactivate
ANS: When you freeze the user he will not release the license he is holding
When you deactivate the user he will be releasing the license and we can assign to some
other user.

Q:: How to load the documents from PC to salesforce server

Applications :
There are two types of applications
1.Standard Applications
2.Custom Applications

Standard Applications: These are the applications which are created by the salesforce to meet
the global CRM requirement are said to be standard applications .
Ex:

Sales
CallCenter
Marketing

Custom Applications: Applications which are created by user to meet the business requirement
of his organization.
Q:How to build the Custom Applications
Navigation : SetupBuildCreateAppsNew App
Step 1: Select Custom App
Step 2: Enter Application Details
App Label : This is the Name with which application is visible to the users in the UI
App Name : This is the Actual name of the application with which the application is
referred programmatically.
Step 3: Select the Logo
C:Q:: What is the size of the logo
Ans: Max : 20KB minimum more than 3KB
C:Q:: What is the sugguestable width and height >

Ans :: Width :300 PX , Height : 55PX

I::Q:: What will happen if you dont give a logo
Ans :: Salsforce default logo is give for your app
Step 4: Select the tabs which you want to display in the application
I::Q:: What is default landing tab ?
Ans : :The tab which we selected as default landing tab that tab data will be displayed on the
first page of the application
Step 5: Select the profiles to whom you want to display the application
There are two permissions
Visable
Ok
Ok
profile this

Defualt
NO

====Application is Readable

Ok

====Application is Readable and when user logins in with this

Application will be opened

NO

NO

====Application is visible to this profile

C::Q:: How many custom apps we can build ?

Ans : This depends on the SalesForce Edition that you have purchased.
Unlimited Edition

: Unlimited Applications

Enterprise

: 10 APPS

Developer

: 10 APPS

Professional

: 5 APPS

Group Edition

: 1 APP

Contact Manager

: 1 APP

Personal

: N/A

Objects: Objects are nothing but the tables in the regular database.
: If we want store any type of data in SalesForce that will be stored in Objects

: There are two types of objects in salesforce

1. Standard Objects
2. Custom Objects

1.Standard Objects : These are the objects which are created by the SalesForce to meet the
global CRM application
Requirement or global functional requirement .
Ex: Account ,Contact ,Case ,Solutions

2.Custom Objects : These are the objects which are created by the user to meet the
organizational business requirement
Steps to create the Custom Object:
Navigation : SetupBuildCreateObjectsNew Custom Object
Step 1: Object Label : This is the name with which the object is displayed to the users
Step 2: Pural Name : If we create a tab for this object the name that should be displayed on the
tab is called Pural Name
Step3: Object Name : This is the actual name of the object
Step 4: Description : We can give the basic information about what type of data is stored in the
object
Step 5: Context Sensitive help: On every page we have help lint provided by the SalesForce,
when you click help which help page should open .
1.Standard help& Training window provided by the salesforce
Or
2.Visualforce page which you have created

Step 6: Every Object that we create in the salesforce will have one field with Field Name
Name which was created by salesforce .
This Name field allows following Data types
1.Auto Number

2.Text
AutoNumber : System will autogenerate the no based on the format what we have given
Ex : EID-{0000}
Staring with : 1
EID-0001
EID-0002
Text : If we select text user has to enter the data
Note: Name field is a required field
Optional Features: These features can be enabled or disabled at any stage of the application.
There are three optional features
1. Allow Reports: If we want to create reports on this object this feature should be enabled,
Once you enable it SalesForce will create default report type on this object.
2. Allow Activities: If we want to create task or event on this object then this feature need to
enabled.
3. Track Field History : This will track the field info like when it is modified and who has
modified
Deployment Status:
1. In Development : If we select the status as in Development this object is not ready for
access and only System Admin can access
2. Deployed : This object is ready for access every once can perform DML operations based
on their permissions.
One Time Object Creation Options: These options are available only at the time of creating a
object, Once object is created we cannot enable or disable these options .There are such options
1. Add Notes and Attachments: When we enable this option we will have Notes and
Attachment related list in the detail page of the object where we can attach corresponding
documents to the records.
2. Create Custom Tab on Object Creation: If we enable this option once object is successfully
created immediately it takes you to the tab creation Page.
Note :All the custom object are appended with __c ,
Ex: Customer__c
Tabs: Tabs are the interface between the user and Object/ Webpage / Visual force Page
There are three types of tabs

1. Custom Object Tab

2. Web Tab
3. Visual force Page Tab
Custom Object Tab : If the user wants perform any Read/ Create/ Edit /Deletion operation on the
object he needs an interface to open the object that interface is Tab. When you click on this tab
corresponding object will open and we perform the operation on it .
Steps to Create the Custom object Tab:
Navigation : SetupBuildCreateTabsNew Custom Object Tab
Step 1: Select the object and style
Step 2: Select the visibility of the tab to the profiles .There are three permissions
1. Tab Hidden : If you select this option ,tab is not visible to the users with this profiles
2. Default On : If we select this option, tab is visible the users with this profile and tab is
displayed on the tab panel
3. Default off : If we select this option ,tab is visible to the users with this profile but tab is
not added on the tab panel
Step 3: Select the applications in which you want the tab to included

Fields: Fields are nothing but columns in the tables

There are two types of columns
1.Standard Fields
2.Custom Fields
Standard Fields : These are the fields which are created by the salesforce for every object.
1.Created By : Once record is created ,Those records remains on my name irrespective of
whether user is active or inactive
2.LastMofied by
3.Owner : Every record in the salesforce have owner ,Has is responsible for handling business
with this record.
4.Name :

Field Name

Field Label

Data Type

Modifications

Owner

Owner

Lookup(User,Queue)

Name

Any Thing

AutoNumber ,Text Label Name ,DataType

Created by

Createdby

Lookup(User)

LastModified By

LastModifiedBy

No

No

Lookup(User)

No

Custom Fields: These are the fields which are created by the user to meet the business
requirement of the organization
Technical Terms
1.Field Label
2.Field Name
3.Required
4.Length
5.Unique
6.Case Sensitive
7.Default Value
8.Field Level security
9.PageLayouts
10.Data Types
Field Label : This is the name with which this field is displayed to the users in the UI(User
Interface)
Field Name :This is the actual name with which we have created the field in the object and we
use this name to refer to this field programmatically
Required: If we select required check box we cant leave this field empty.
Length : This will indicate the size of the data
5.Unique : When we select unique duplicate values are not allowed

6.Case sensitive : if case you want to consider the caps and small different then select case
sensitive
7.Default : This value will be displayed in the field whenever the field is loaded in the page
8.Field Level Security :
Profile
SystemAdmin

Visable
OK

ReadOnly
NO

System Admin

OK

OK

System Admin

NO

NO

System Admin

NO

OK

All the users with admin profile can

read/write the field
All the users with admin profile can
only read the field
All the users with admin profile
cannot see this field
This combination is not allowed

Data Type : This will indicate the type of data data that we can enter in the field and range of
the data.
1. Text

Data Format
Maximum Length

: Alpha Numeric
: 255 Characters

Single/Multiple Lines

: Single Line

3. Text Area :
Data Format
Maximum Length

: Alpha Numeric
: 255 Characters

Single /Multiple Lines

: Multiple Lines

4. Text Area (Long)

Data Format
Maximum Length

:Alpha Numeric
: 32768 ( it can grow upto 1,30000+ )

Single /Multiple Line

Minimum Length

: Multiple Line

: 256 characters

5. Text Area (Rich)

Data Format

: Formatted Data

Maximum Length

: 32768 (it can grow 1, 30,000+)

Single /Multiple Lines

: Multiple Lines

Minimum lines

: 10 lines

Steps to create a text field :

Navigation : SetupBuildCreateObjectsObject name Custom fields &realtions New
Step 1: Select the data Type
Ex: Text
Step 2: Enter the field Details
Ex:
Field Label : Customer Name
Field Name :Customer_Name
Length

: 90

Description : This is the name of the primary customer

Help
Required

: Name should start with caps

: No

Unique
External Id

: No
: NO

Default value

: Blank

Step 3:
Select the field level security for every profile for the new field which you are creating
Step 4:
Add the field to the page Layout

Text Encrypted :
Data Format : alpha numeric
Length

: 176 characters

View

: only the users with view Encrypted view will be able to see this field
: It supports inline edit

We cannot use encrypted fields in search, formless, Conditions

We can display the encrypted fields in search results
By default no one will have view encrypted fields permission

CQ: : Which statement is TRUE about Encrypted Custom Fields? Choose 3 answers:
A. Encrypted fields can be included in search results.
B. Encrypted fields are not available for validation rules or Apex scripts.
C. Encrypted fields can be included in report results.
D. Encrypted fields are not available in filters for list views, reports, and roll up
summary fields

C:Q:: Which standard profile can view encrypted fields by default?

A. system Admin
B. standard user profile
C. None by default
D: Marketing Profile

Currency : Length of Integer and Decimal together it should not be more than 18 digits

Ex: 88888.00

Pick List : This is a dropdown list

It allows 1000 options in the pick list

Maximum length of each option is 255 characters
All the options together it can be maximum 15,000 characters
We can sort the options before we display in the pick list
In case we want we set the first option as default
Once the pick list field is created we can add/ remove /replace /edit the options
C:Q:: We have 10 records with city Hyd and Admin has removed the option of Hyd from
the city pick list field What would be behavior

Ans: Old records which have selected Hyd still can select Hyd

MultiSelect PickList : This is just like a picklist where we can select more than one option at a
time .

It can have 150 options

We can select 100 options at a time
Maximum length of each option is 40 characters
Maximum length of all the options together 1500 characters

Field Dependency : When value of one field controls the value of another field we call it a
field dependency

Controlling Field : it can be any of the PICKLIST field or CHECKBOX field

Dependent Field : It can be any of the PICKLIST field or MULTI SELECT PICKLIST field

C:Q:: Which statement is true about the field dependency

ANS:::if the controlling field is a picklist field it can not have more than 300 options in it

C::Q:: Which of the following statements are true about field dependency

1.

Standard field as controlling and Custom Field as Dependent

2. Standard field as Controlling and Standard field as Dependent

3. Custom field as Controlling and Custom field as Dependent
4. Custom Field as controlling and Standard field as Dependent

Relations:

These are used to create /establish a relation between two or more objects

1. Master-Detail Relation

2. Lookup Relation
3. Junction Object(Many to Many)

4. Hierarchal Relation

Master-Detail Relation

1.

Maser Detail Relation is One to Many relation

2. This field can be created only on the object which doesnt have any prior data on it .
3. This is a required field .
4. The object on which we have created master Detail that object is called Detail
Object /Child Object /Related Object
5.

The object to whose record the master Detail field is referring that object is called
Master Object

6. The Object on which we have created Maser-Detail field that object will not have
owner field.
7. The owner of master record will be the owner of the record.
8. If you delete the master record child records are also deleted .
9. The Child records which are deleted due to deletion of master record will not move
recycle bin, But when we undelete the master record child record will be
automatically undeleted
10.An object can be master to any no of objects

1. A

3.

|
B

------------------

-----------------------------

Allowed

Allowed

Allowed

11.An object can have only two master field on it

1.

2. A

3.

AB
|

--------

C
|

--------------------

Allowed Allowed

Not allowed

12. Child Object can be Parent to some other object up to three levels

1.

2.

3.

4.

D
|
E

Allowed

Allowed

Not Allowed Allowed

13.Object which has two parents on it can never be a parent to some other object

--------------------

----------|
D

Not Allowed

Allowed

Steps to Create a Master detail field

Navigation: SetupBuildCreateObjectsSelect Object-Custom fields&

RelationsNew

Step1: Select Data Type as Master-details

Step 2: Select Master Object

Step 3: Enter Field Details

1. Field Label

: Customer Details

2. Field Name : Customer Details

3. Sharing Settings : Select the Minimum level of access requied on Master object
to perform
Read /Edit/Delete /Create on child records

Step 4: Establish the field level security

Step 5: Add the field to the Child object default page layout

Step 6: Add the field to the parent object Page Layouts

Junction Object : Object on which we have two master detail fields on it that we call it as
junction object.

1. This junction object will maintain many to many relation

2. The first master detail field that we have created will be primary master
3. The second master detail field that we have created will be secondary master
4. Junction object will inherit look and feel and owner ship properties from primary
master
5. Junction object related records are displayed in both the masters
6. If junction object has more than 200 child records for particular master record then
we cannot
delete that master record.

Lookup Relation:
1.
2.
3.
4.
5.
6.
7.
8.

It also maintains One to Many relation

This is not a required field
We can create a lookup field on the object which has data also
If delete the parent record corresponding child records are not deleted.
We can avoid deletion of parent record if it has child
Owner for the parent record and child record can be same or different
We can create 25 lookup fields in a object
We can create a self lookup relation .

Hierarchical Relation:
1. This relation is created on user object.
2. This is used to establish the relation between two users .

Certification Questions on Realtions (401 &201) :

1.What is the maximum number of master-detail relationships that can be created on

a custom object?
A) 1
B) 2
C) 4
D) Unlimited
2. A developer has created a junction object. What is the significance of the first
master-detail (primary) relationship?

A)Look and feel, the junction object's detail and edit pages use the color and any
associated icon of the primary master object.
B) You cannot delete the primary relationship.
C) You cannot rename the primary relationship.
D) There is no significance

3. Which of the following is NOT a step in creating a junction object?

A) Creating the custom object to serve as the junction object between the two master
objects
B) Creating two master-detail relationships
C) Customizing the related lists on the page layouts of the two master objects
D) Creating two lookup relationships

4. An organization wants to leverage custom objects to track bugs. The organization

wants the ability to relate bugs to parent bugs in a parent-child relationship. What
type of relationship should be used?

A) master-detail

B) self
C) hierarchical
D) many-to-many
B

5. A developer wants to leverage the console view to see the parent object of the child
object in focus on the console. How would a developer specify what related list fields
are displayed on the parent object?
A) On the child object's mini-page layout
B) On the parent object's mini-page layout related lists field selection
C) On the parent object's page layout related lists field selection
D) You cannot modify the related fields on the console view

6.If a parent object has a lookup relationship defined with a child object, what happens
to the child object when you delete a record from the parent?
A.
The child record is deleted
B.
Nothing
C. The parent record cannot be deleted
D. The child record cannot be deleted

7.in a master-child relationship between a standard object and custom object which of
the following statements is NOT true? Please select two (2) items.
A. The standard object is always the master
B. The custom object is always the master
C. The custom object is always a child
D. The standard or custom object can be a master
E. The standard object is never a child
8.An organization wants to create a field to store manager data on the user object. The
manager field is a reference to another user record. What type of relationship should
be used?
A.
Master-Detail
B.
Hierarchical
C.
Lookup
D.
Many-to-many

A.
B.
C.
D.
E.

09.In a recruiting application, salary is a child object to a parent position object via a
Master-Detail relationship The min pay and max pay fields of salary object cannot be
modified when the Position status on the parent is 'Approve'. How would a developer
design this?
Create a Visualforce component on the position detail page
Rollup-summary field
Validation rule on position object
Formula field on the salary object
Validation rule on the salary object

11.What is true about a junction object?

A. A custom object that has two Master-Detail relationships
B. A custom object that has a Master-Detail relationship
C. A standard object that has two Master-Detail relationships
D. A standard object that has a Master-Detail relationship

A.
B.
C.
D.

12.Object X has a lookup to object Y. Which of the following statements are TRUE? Please
choose two (2).
Fields of both X and Y are accessible from object Y
Fields of object Y can be accessed from object X
Fields of both Y and X are accessible from object X
Fields of object X can be accessed from object Y

13.In a Master-Detail relationship, what happens when the a record is deleted from the
parent object?
A.
Parent record alone gets deleted
B.
Exception occurs
C. Parent and child record will not be deleted
D.
All child records are deleted
14..
What is a junction object?
A.
Object with lookup relationship
B.
Master detail relationship
C. Object with two lookup relationships
D. Object with two Master-Detail relationships

15.What is true about a master-detail relationship? Please select two (2) choices.
A. When the parent record has been deleted, all the child records will be deleted.
B. You can have a child record without the parent record.

C. You have to expose the master lookup field on the child detail page layout.
D. You cannot delete a child record
16. Roll up Summary Field works in the case of which relationship Select the correct
choice
A. Master Detail
B. Master Master
C. Workflow
D. Validation Rules
E. Lookup
F. Do not lookup
G. Master to all
Roll up Summary :
1.This field can be created only on master object ( in the master detail relation )
2. Value of this field is calculated from the corresponding child records
Ex:
Customer

Transaction

CDetails AccountTy
Type
Amount
Customer Name
Id
pe
CID-001
Sam
Saving
CID-002
Ram
Current
TransactioId
T-01
CID-001
Dep
10000
T-02
CID-001
Dep
20000
T-03
CID-002
Dep
20000
T-04
CID-001
Wit
20000
T-05
CID-002
Wit
50000
Customer and Transaction has realtion of master-Detail where Customer is a master and
Transaction is a detail object

1.Where can we create a rollup summary field in above context : Customer Object
Roll up summary field value is compute by any one of the operations
1.Count : This gives the no of child record for a given master record .
(The Records which are participating in the relation)
Ex: CID-001------Sam-----Saving

|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Count : 3
Note : If we say include only the Transaction type :Dep in the Rollup then will be 2
2.Sum : This will return us summarized value of given field from the child object.
:We can choose any one of the Percentage ,Number ,Currency field from the child
object.
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Sum (Amount ) : 50000
Note : If we give a filter saying only those records whose transaction type is Dep to
participate in the
Rollup Summary then Sum will return :30000

3.Min : This wil return the minimum value from the given field of the Child object.
:Field can be any one of the (Number ,Percentage,Currency, Data,DataTime)
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Min( Amount ) : 10000
4.Max : This wil return the maximum value from the given field of the Child object.
:Field can be any one of the (Number ,Percentage,Currency, Data,DataTime)
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000

|-----T-02----Dep----20000
|----T-04----With----20000
Max( Amount ) : 20000
C:Q:: How many filter conditions we can write ?
Ans: 5 conditions
C:Q::Which fields we can use?
Ans : Child object fields
C:Q:: How many rollup summary fields can be created ?
Ans : :10
Steps to Create the Rollup Summary field:
Navigation: SetupBuildCreateObjectsMaster ObjectCustom & RelationshipNew
Step 1: Select Rollup Summary data Type
Step 2: Select Child Object
1. Select the Rollup Operation
2. Select the field from Child Object
3. Write the filter Condition
Step 3: Field Level Security
Step 4: Add the field to the Page Layout.

Global Data : Data which remains same throughout the application ones user has logined to his
account that data we call it as global data .
Global data is always prefixed with $
Ex: $UserRole
$Profile
$System
Formulas : These the fields whose value is computed based on the existing fields in the objects .
Every formule will return the result and the formules in the salesforce will return the result in the
form of

1.Text
2.Date
3.DataTime
4.Number
5.Currency
6.Percentage
7.Checkbox
There are two types of formules in the salesforce
1.Simple Formules : These are created to build simple logic using the fields which are
compatable with
return type what we have selected .
Advanced Formules : These are created when we have a complexed logic and we can
use fields of the
object on which we are creating formule and parent object fields

To support the adavanced formules salesforce have given some predefined functions

Logical Functions :
AND: When all the given conditions are true this will return true
Ex: Employee with age above 25 and exp above 6 years should be selected
AND( Age__c >25 ,Exp__c>6)
IF : When we have two options where contion is true return option1 else return option 2
Employee with age above 25 and exp above 6 years is selected else rejected
IF( AND( Age__c >25 ,Exp__c> 6) , Selected ,Rejected)
If (Condition , stmt 1,Stmt 2)
CASE When we have more than two choices we will use CASE
Calculate InterstRate :
Education : 12

Vehicle

:14

Personal: 16
Housing :18
CASE(Loan_Type__c ,
Education, 0.12,
Vehicle.0.14,
Personal,0.16,
Housing.0.18,
0
)

ISNULL : This will return true if the field value is null ,This is used for checking numerical values
and blank value is never considered as NULL
ISNUMBER : This will return true if the expression value is NUMBER
ISNUMBER(10)===True
NULLVALUE( Field ,Default Value) :

OR : if any of the condition is true it will return true :

OR( cond1,Cond2,Cond3)

Math Functions :
1.ABS( 10) ===10
ABS(-10)===10
2.FLOOR( 10.3)==10
FLOOR(10.9)===10
3.CELING(10.3)===11
4.CELING(10.9)==11
5.ROUND(10.3)===10

ROUND(10.9)===11
6.SQRT(9)===3
7.GEOLOCATION( lon ,latitude)
8.DISTANCE( g1,g2,units)
9.ISBLANK() :This will return true if the field is blank or Null
10.BLANKVALUE(field,Defualt)
11.LOG(23)
12.LN()
13.MAX(20,30,40)==40
14.MIN(10,20,30)===10
15.MOD( 23,2)===1

Date &Time
1.TODAY() ===Returns todays date
2.NOW() ====Returns current date and time
3.DATE(Year, Month,Day) : DATE(2014,12,25)
4.DAY(Date) : It will return the day of the month
DAY(DATE(2014,12,25))===25
5.MONTH( Date) :Returns month in the year
MONTH(DATE(2014,12,25))===12
6.YEAR() : This will year in the date
YEAR(DATE(2014,12,25))==2014
7.DATEVALUE( expression) : This will convert the date and Time value to date

Text :
ISPICKVAL(PicklistField ,literal) : True
Type : Dep ,With ,EMI

Withdraw : Service Tax is 100 , 1% of amount

IF ( ISPICKVAL(Type__c,Withdraw) , 100 ,amount__c*0.01)

INCLUDES( MultiSelectPickList , literal) :This will return true if the given literal in the
selected list of values
BEGINS(Text ,starttext) :
BEGINS(ABCD,A)===True
FIND(searchtext ,text ,position)
FIND(AB,ABCABCSS,2)====4
LEFT( ABCD,2)===AB
RIGHT(ABCD,2)==CD
LPAD(ABCD,6,*)===== **ABCD
RPAD(ABCD,6,*)=====ABCD**
CONTAINS(ABCDED,DE)==true
CONAINS(AB:CD:EF,EF)====true
TEXT(10)====10 ( 10+10===20 ,10+10===1010
VALUE(10)===10
ISCHANGED(Amount__c)
Ex 1: Loan
1.LoanType __c : PickList
2.Security

:PickList

3.Installments :

Secutity =salary
Education : 48
Vehicle

:24

Personal

: 32

Housing : 120
Security :Assert :
36

IF( ISPICKVAL(Security__C,Assert) , 36,

CASE( Loan_Type__c,
Education,48,
0
)
)

Validation:
Any one who want to apply for a loan based on salary they cant leave salary field blank
Any one who want to apply for loan based on Assers they cant leave assercost blank

Customer :
Account Type : Saving ,Current ,Salary
Balance
Transaction :
Type : Dep ,With,EMI
Amount :

Salary : 0

Saving : 2000
Currrent :30000
(

ISPICKVAL(Type__c,With) ,
OR( AND( ISPICKVAL(Customer__r.AccountType__c,Saving) ,
Customer__r.Balance-Amount__c<2000
),
AND ( ISPICKVAL(Customer__r.AccountType__c,Current),
Customer__r.Balance__c-Amount__c< 30000)
)
)
)

Transaction object
Type : Dep,With,EMI
After : After 5th of the Month then Service tax should be 10 % of the amount.
IF( AND(ISPICKVAL(Type__c,EMI), DAY(Transaction_Date__c)>5) ,
Amount__c*0.10,
0
)
If any one is paying IncomeTax after 10th Aug they have late fee of 1000
IF ( AND(DAY(Payment__c)>10 ,MONTH(Payment__c)>7),
1000,
0
)
If any trying change the password before 10 days of last modification
AND( ISCHANGED(Password__c) ,(TODAY()-DATEVALUE(LastModifiedDate))<10))
IF the city what what you have selected is in Hyd,Che,Pune then you should enter pancard
value
AND (CONTAINS(City__c,HYD:CHE:Pune) ,ISBLANK(Pancard__c) )
Parent :

Name :
Age :
Child :
MyName =Parent__r.Name