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BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses on setting p page la#o t, adding c stom tags and ob$ects. %oin o r pro!essional training program and learn !rom e&perts.
Description:
History:
Version #$% #$% Description Change Initia" Dra&t Re,iew-% A thor P !"ish Date Chandra Pra'ash Shar(a )th *ay +#%+ A(it Shar(a )th *ay +#%+
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Contents
(ontents.......................................................................................................................... ) Page *a#o t Editor in Sales"orce..................................................................................... + How to set page la#o t editor in Sales"orce ,...............................................................+ ( stom Tab in Sales"orce ............................................................................................... ( stom .eb Tabs in Sales"orce ,............................................................................... '' /is al"orce Tabs in Sales"orce , ................................................................................ '0 1dd "ield in ( stom 2b$ect in Sales"orce .....................................................................'3 Trac4 "ield in Sales"orce............................................................................................... '5
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OR There is second option to go to page "ayo t editor. Go to c sto( o!1ects :E& ,;epartments 8 clic4 to an# c sto( &ie"ds and a!ter that #o can see <pper =ight side Edit Layo t. #o can see below
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Page +
Step + :/
1!ter That (lic4 to Edit or Edit Layo t #o can see page "ayo t editor below. There is #o can see some !ield is read on"y:enable !alse, #o can see onl# not per!orm an# thing8 !ield this !iled is c rrentl# in wor4ing, and some !ield is High"ighted #o can this !ield restore in #o page la#o t editor.
I! want to =estore High"ighted &ie"d $ st go and drag this and drop where #o want. #o can see below screen.
#o can easil# move p-down and le!t-right $ st ;rag on !ield and drop where #o want to drop this !ield. #o can all so remove an# !ield and restore. $ st go on mo se on this !ield and #o can see two icon Re(o,e and Properties clic4 to an# icon to per!orm operation.
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Step 2 :/
Re(o,e :/ (lic4 on this icon remove this !ield . Properties :/ There is to (hec4 bo& Read on"y and Re3 ired$
Read on"y :/ chec4ed this properties this !ield read onl# #o can?t changes in this !iled. Re3 ired :/ a!ter chec4ed this properties #o can?t be le!t blan4 this !ield.
Step ) :/
1dd all so blan4 space drag and drop on 0"an' space B tton where #o want to blan4 space.
1!ter drag and drop #o can see how to loo4 !"an' space$
6o can all so add section in page "ayo t editor section is area o! an# !ield in section #o can p t an# !ield "or E& ,- #o want to add section Pa# in this section I will add @in pa# or @a& Pa#. drag and drop section a!ter that see pop p window see below There is provide section na(e, Layo t, 4a!/5ey/Order a!ter !ill all !iled clic4 to o4.
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drag and drop Section on #o r page a!ter that drag and drop #o r !ield in this section. see below. and all show move all section to an# ware on this la#o t.
.ote :/ 1n# c stom 2b$ect can have 0AA "ield @a&im m. #o can search this !ield easil#
1!ter Save these all change clic4 to Sa,e b tton. go to c stom ob$ect lin4 see how?s is loo4 these are !ield?s. #o can see below
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Page B
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(lic4 To .ew b tton add C sto( o!1ect 4a!s. 1!ter that show on below screen.
Step % :/
Select O!1ect, 4a! sty"e , Enter Description a!ter that clic4 to .e8t b tton.
Select ( stom 2b$ect Came (lic4 here loo4 p b tton !or selecting Tab St#le
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Step + :/
(lic4 on .e8t b tton.
Step 2 :/
(lic4 to Sa,e b tton to save this ( stom ob$ect tab.
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1!ter Save #o can see there is E(p"oyees 4a! add s ccess! ll# in ser inter!ace #o can see below. 6o can all show per!orm Edit Tab and De"ete Tab.
1!ter that In this c stom !ield no de!a lt c stom te&t !ield beca se emplo#ee has a a to n mber !ield #o can $ st clic4 on save b tton and show there is a to generate emplo#ee n mber.
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Step % :/
choose the Page la#o t. and clic4 to .e8t b tton. There is two page la#o t choose an# one chec4ed to radio b tton.
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Step + :/
1!ter that Insert 4a! "a!e", 4a! Sty"e , 1nd give the &ra(e si9e in pi&els and clic4 to .e8t b tton.
Step 2 :/
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Give the S pportable <=* in 0 tton or Lin' :RL bo&, (lic4 to .e8t B tton.
Step ) :/
(lic4 to .e8t b tton.
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Step ; :/
(lic4 to Sa,e b tton.
1!ter that #o can see it below, clic4 on wi'i tab !or open this site.
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How to add Vis a"Force 4a! in Sa"esForce :/ (lic4 to Set p -9 Create -9 4a!s -9 a!ter clic4 to tabs lin4 #o can see that /is al "orce Tabs panel. #o can see below. (lic4 to .ew b tton !or creating /is al!orce.
Step % :/
I! #o have not alread# created the /is al!orce page, clic4 Create a new page now.
Step +:/
1!ter clic4 Create new Page .ow then show new page #o can see below on screen in this page !ill all !ields and clic4 to Sa,e b tton.
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Page '0
Step 2 :/
Then #o clic4 save b tton comebac4 to Previo s page. #o can see below. #o can !ill all the !ields and clic4 to .e8t b tton.
Select #o /is al"orce page create to #o b# clic4 to create a new page now lin4.
Step ) :/
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Step ; :/
(lic4 to Sa,e b totn.
1!ter clic4 on Sa,e b tton. #o can add s ccess! l# /is al"orce tab. #o can see below. There is #o can see E(p"oyee List add as a /is al"orce Tab.
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1!ter adding !ield 6o can clic4 to ( stom ob$ects:E& ,- Emplo#ees8 and clic4 to .ew b tton #o can see it some !ield is add show on below screen.
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These are !ield added 1!ter Sa,e this !ields data #o can change on #o ( stom 2b$ect data:E&- Emplo#ees8 see below.
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There is #o can see 4rac' o"d and new ,a" es which !ield want show chec4ed the chec4bo& i! no need to on this !ield clic4 to nchec4ed chec4 bo&. #o can see below screen. clic4 to sa,e b tton.
1!ter that go to c stom ob$ects *a#o t page :E& ,- ;epartments la#o t 8 clic4 to Edit Page la#o t. a!ter that #o can show page la#o t editable page then #o can see Re"ated List men on the open screen. 1!ter clic4 on Re"ated List #o see that Depart(ents History #o can $ st drag and drop on page la#o t page.
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Page )A
1!ter that save this page. and clic4 to ( stom ob$ects tab:E& ,- ;epartments8 and #o can see that ;epartment histor# is available on this page. see below
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