Professional Documents
Culture Documents
Salesforce
Training
Salesforce Training Tutorials
CRM SALES FORCE TRAINING is an educational website where we want to share our salesforce.com
knowledge to the candidates who are interested in salesforce course. If your goal is to get good grounding
in Salesforce administration and Good knowledge in Salesforce Development as quickly as
possible this salesforce tutorials is ideal for you.
Through this sfdc training tutorials, every candidate will be able to learn all topics with real time
scenarios and clearly explained with screenshots. We recommend all to take these salesforce tutorials as a
course and understand every sfdc training article clearly before moving to next salesforce topic.
No Prior knowledge on coding is required for Salesforce development but knowledge on Salesforce
Administration is required. We present different Salesforce Developer Tutorial every day and it
make you to develop various applications on the cloud platform. CRM Salesforce Training Tutorials is
also helpful for professional programming in Salesforce.com.
Admin Tutorials
Salesforce basics.
Creating fields.
Service Cloud topics.
Salesforce security.
Single Sign On.
Data Loaders.
Reports .
Dashboards.
Marketing.
Chatters.
Integration
Automation.
CRM Tutorials
Developer Tutorials
SOQL tutorials.
SOSL basics.
Visualforce.
Visualforce tags.
Salesforce Apex.
Interview Questions
Interview Questions Part 1.
Interview Questions Part 2.
Interview Questions Part 3
Interview Questions Part 4
Interview Questions Part 5
Interview Questions Part 6.
Interview Questions Part 7.
Interview Questions Part 8.
Interview Questions part 9.
Topics we cover
Cloud computing, Cloud computing services, cloud computing solutions, cloud
computing technology,about cloud computing, cloud computing applications, cloud computing
provider,cloud computing platforms, cloud computing solutions, cloud computing applications,
cloud computing companies, crm software, sales force integration, sales force chatter, sales
force API, sales force app exchange, sales force login, sales force crm, enterprise cloud services,
sales force automation tools, lead management, opportunities, sales force quotes , Sales force
visual force, Apex, Data Loaders.
Many more Salesforce training Tutorials available refer our Free crm salesforce
training Tutorials.
Read more for Realtime Salesforce interview questions and answers with scenarios.
Salesforce Tutorials for Beginners- Salesforce Basics
Salesforce tutorials for beginners, it is very important to understand the concepts, terminology
used and about different technology components that used in salesforce.com. Before jumping in to
salesforce.com interface we should get knowledge on salesforce basics. Through this Salesforce tutorials
for beginners we are going to make some tasks and customization in salesforce interface.
Every Salesforce beginner must understand their duties for better and effective salesforce administration.
This Salesforce tutorials for Beginners will cover on cloud computing concepts like what is cloud
computing, what are the different cloud computing services.What is salesforce, how can we create
salesforce developer account, what are the different components in salesforce, different data types ,
different field types in salesforce, how to create custom objects in salesforce, how to create custom fields
in salesforce, how to create custom tabs in salesforce, creating custom views in salesforce.com.
Refer below Salesforce Tutorials topic wise that explains step by step configurations with real time
scenario.
Introduction to Salesforce.com
1. What is Salesforce ?
2. Creation of Salesforce developer Account.
3. Components of Salesforce.
4. Different types of Data Types and field types
5. How to create custom objects.
6. How to create custom fields.
7. How to create custom Tabs.
8. How to create Custom views.
9. What is Cloud Computing, Cloud Computing definition
Cloud Computing
Cloud Computing : In this salesforce Tutorial we are going to learn about What is cloud computing,
Definition for cloud computing, Cloud Computing advantages, cloud computing disadvantages.
Cloud Computing Definition.
“Cloud Computing is a new trend in IT development, deployment, Delivery module of business
Products, Services that are provided over the internet that are been used by the real time User“.
or
“Cloud Computing definition given by NIST (US National Institute of Standards and
Technology) : Cloud Computing is a model for enabling ubiquitous, convenient, on-demand network
access to a shared pool of configurable computing resources that can be rapidly provisioned and released
with minimal
Cloud Computing is a Buzz word today and a hot topic in publications, Enterprises and also in Public. So
what is Cloud Computing ? Here Cloud computing is an module which enables consumers to higher
computing resources from a providers as per their requirements.
Through Computing we can use resources over the internet from any where in the globe with out
managing resources like Applications, Data Base, Operating System,Network etc. In general to
use any resources like Ms Office we have to install that software in our devices to use. If we want to use
that Ms Office service in other device we have to install that software again. Here we are able to use that
service in which the software was installed. By using Cloud Computing we don’t require any software ,
Servers, Operating System, Storage.Simply we need to have a minimal configuration system with internet
and a Browser.
Cloud computing is one of the greatest developments in technology over the past decade, and allows
online file access across several applications spread over a vast geographical area. Cloud
computingcreates virtual space or a cloud of files and applications that may be used and shared by all
members of an organization, no matter where they are. To access cloud computing services an
organization must pay a subscription amount to the cloud computing service provider, as well as
pay for the installation of the service and customization. Once the software application of the cloud
computing service provider is installed, getting work started is as simple as plug and play, as it’s only a
matter of logging on to the internet.
Cloud Service Providers : In our previous CRM Software Training Tutorial we have learned about
cloud Services. In this CRM Software Training we are going to learn about Cloud Service providers,
different cloud service providers list, top cloud service providers list. The cloud ecosystem consists of five
major roles in providing cloud Services. Cloud ecosystem is the term used in cloud computing which
describes about multiple complex cloud systems like service providers, independent service providers,
software manufacturers, enablers and business.
Top cloud service providers list.
Cloud Service Providers : Cloud Service Providers are those who provide cloud services to the
business and customers or consumers. Cloud Service providers will huge data base, Data centers,
infrastructure, software’s, platform and hardware systems.
Software Vendors : Software which is designed for on-premises is very different from the software
which are designed for cloud services. Cloud Service software architecture is different when compared
with on-premise software. Cloud Service providers are overlapping both Cloud Service Providers and
Cloud Software this makes them to run both services in their own data centers.
Ex :- Microsoft Windows Azure and Google Apps.
Independent Software Vendors :- Independent software vendors are those who build Cloud Service
software and offer them to the public. Cloud provide best platform for Independent Software Vendors to
build vertical solutions independently.For example ISV’s develop some medical application and can offer
this application to doctors and Hospitals for providing vertical solutions to them.
Enablers : Enablers are those who integrates all multiple software’s which are purchased from multiple
cloud software vendors. Enablers provides consulting services for the purchased software.
Ex :- Microsoft Consulting Services, IBM Global Services.
Business : In today’s market every company has their competitor in market. In order to sustain in
market company must maintain up to data software’s, infrastructure to take advantage in the market. If
the Cloud Service provided by cloud service providers are supportive and the business people do not
hesitate to implement cloud services.
Customer Relationship management Software is integrated with many applications, features and
tools for better Customer accessing capabilities. We must select best CRM online Software that
matches to our company. Before Selecting Customer Relationship Management Software we must
check conditions like What are the unique features that the Software have ? what is the CRM Software
Ranking ? What are the different Sales and Marketing tools that a CRM online Software have ? Is
thisCustomer Relationship Management Software is user friendly or not ? What about help and
Support.
CRM Systems
Microsoft Dynamics CRM
Microsoft SharePoint.
Google Cloud Services.
Amazon Cloud Services.
What is SAP Systems?
Oracle CRM on Demand.
Sugar CRM.
Sage CRM .
What is CRM
Real time example : If we contact our mobile network Customer care to esquire about any service or
wrong gone with the service. Customer care will quickly responds to our query . All these process will go in
a few seconds. Call Centers uses CRM software to to find that customers details.
What is CRM, Customer Relationship Management
What is CRM : CRM is a strategy which is used to learn about customers requirements and behavior in
order to increase revenue and Profits by maintaining stronger relationship with them.
Customer Relationship Management Refers to the practice of collecting, storing and analyzing customer-
level-information, and incorporating the results in to the decision making process of a firm. CRM also
involves in core business process like production, operations, sales, marketing and finance.
We can define CRM software as a Commercial application developed for the business. This CRM
Software can be used by any business. We can’t specify particularly this type of industry or business
uses CRM Software. Any Business who maintains Sales, Marketing team, who create quotes
and invoices. For every business, every company wants to computerize their operations. All these
business want to computerize their operations. As such Software Company is developing some software
for that type of operation.
To Maximize the life time value of each individual customer to a firm some CRM initiatives must be
followed.There are four CRM initiatives they are.
1. Customer acquisition : It is the process of acquiring new customers to a firm. This is the first and
the foundation step to the whole CRM process.
2. Customer retention : Customer retention is the process o developing relationship with the
customers.
3. Customer Churn : Customer Churn is the process of managing the rate of existing customers
leaving a firm.
4. Customer win-back : Customer win-back is the process of reacquiring the customers that have left
the firm through Customer Churn.
We have different types of businesses like retail business, banking, call centers and so on everything is
computerized. People who run business wants to develop software. Then they go for some CRM
software providers like Salesforce.com CRM, Microsoft Dynamics, Zoho CRM and so on..
Salesforce.com has given ready made software called Salesforce.com CRM. Salesforce.com is a
company and its product called Salesforce.com CRM.
Where are not learning about company but we are learning about the product which is salesforce.com
CRM. CRM is a business or more generally technically called as Domain or vertical. So one of the things
we are going to learn in this salesforce.com CRM is what are the ingredients he has provided in
theSalesforce.com CRM.
In our next Salesforce Training Tutorial we will learn about different types of categories of CRM
Databases.
CRM Database is the core for any customer relationship management(CRM) planning. Different types
of information can be stored, analysed and can be made marketing decisions. There are different
categories of Databases and they are categorized depending upon firms, business function, information
content, marketing activities and technology uses for databases . Mainly there are two types of Databases
they are Transaction-related database and Customer Database.
Transaction-related Database : This type of Database are used to get all the information related to
transactions made by customers. We can information from Transaction-related Databases are what
transaction have the customer made? What type of product the customer purchased.
Customer database : Customer database collects the information about the customers information like
address, Zip Code, Telephone number, age, gender, marital status, education, number of people in house,
income, values, interests, preferences and so on.
CRM Databases
External records : In External Records information is mainly collected from different publishes data
sources, standardized source, marketing data sources and from internet.
Customer Relationship Management (CRM) is mainly developed due to it’s rapid growth in it’s
technology. Due to different types technologies CRM has evolved n to users friendly, flexible, low cost and
high technology processes.
Data Storing Technology has gone through significant changes between customers and salespersons they
are Voice over Internet Protocol(VoIP), Speech Recognition technology, social networking applications, e-
mail, websites and so on.
CRM systems : In this CRM software Training we are going to learn about Sales based CRM Systems.
Through this Salesforce CRM Software training we are going to learn about CRM Systems, Online CRM
System, Sales CRM System, top crm systems, What is the process for Sales based CRM System, What are
the factors influences Sales based CRM Systems, cloud systems, cloud based systems, online crm system
free, web based crm systems, Many organizations are spending huge amount of money to increase their
sales form their budgets but they are failing to increase their sales. So in recent time sales technologies
and many sales based crm systems have been developed to implement CRM systems in to the sales
effectively.
Through Customer Relationship Management Systems we can clearly understand about what does
a company need to increase sales, How CRM’s performance can impact salesforce, what are the key
performance indicators that are to be incorporated in to CRM systems.
Generally cloud based CRM Systems in an organization is not one process it includes many process like
investments, employees, Salespeople and so on.
CRM Systems Stages
Sales based CRM System can be implemented in four stages they are.
Organizational CRM System adoption.
CRM system acceptance.
CRM Frequency of use.
CRM infusion.
Organizational CRM System adoption : This is the stage where an organization decides to to
purchase CRM system and starts various activities in Sales department in an organization.
CRM System Acceptance : Now CRM System working and functional details will be introduced to
salespeople in Sales department. Proper training will be given to salespeople about CRM Systems. Once
they developed proper knowledge on CRM System they practically develop initial feelings towards CRM
System and then they decide whether they will adopt this CRM system or not.
CRM Frequency of Use : When Salespeople accepts CRM System they starts to work on CRM Systems
for their daily use. Frequently using CRM Systems is an important factor in an organization.
CRM Infusion : Now the CRM System is fully integrated with different applications in to the salespeople
work.
Easy-of-use : Customer Relationship Management system must be user friendly making the tasks
easy.
System usefulness : This is the most important factor for accepting CRM Systems. Sales executive
should strive to assess what benefits salespeople seek from a CRM system and they try to match these
needs to the specific CRM features.
Compatibility with the existing systems : New CRM Systems must be compatible with the
existing systems . Salespeople should be compatible with the existing values, speed and user
experience.
There are different types of CRM System. They are
Cloud based or Web based CRM Systems .
Sales based CRM Systems.
Open Source CRM System.
Hosted CRM System.
To choose the top CRM System we have to clear understanding about the key concepts.
1. What is the technology used to track data/information. Do our systems have any integrates approach.
2. We have to determine the CRM features and capabilities that are needed for our future CRM Solution.
3. We should define what we have data do we need, what is the process for collecting data.
4. What is our CRM Software budget.
5. Do our systems qualify for free CRM Systems versions for non profits like Salesforce.com.
6. We should calculate total cost for CRM systems including training, support, maintenance over three
to five years.
7. Do we have right technical staff .
8. Cloud as a Service | Cloud Services |what are cloud services
Cloud Services : In our previous Salesforce Tutorial we have learned about Cloud based CRM Systems. In
thissalesforce Training Tutorial we are going to learn about Cloud Services, What are different cloud
services, Advantages of cloud, Evolution of cloud services and Cloud service applications platform(ISP
5.0).
As an introduction to cloud services, let us discuss a situation that is typical in recent middle and large
enterprises. Assume if a company need to deploy any application immediately with in three months. To
deploy an application the company must have infrastructure, platform and software and also must have
sufficient budget must be allocated for the deployment of the application. Delivering the application at
right time in the market is valuable.
Now the IT hosting department in company analyses the situation regarding software, infrastructure and
employees. For IT hosting department nearly two months will be taken for ordering hardware and for
preparing operating system. Now development team goes for development and testing process. All these
process and the application released to the market after six months. Now it’s not the time for the
application because already same type of application has been released by Competitor.
There are different applications during this application deployment are running redundantly across the
enterprise and costing the enterprise millions of dollar’s in resources and maintaining costs. Now CEO
and the CTO decided to build all the applications that are redundantly running through out the process as
a Application hosting infrastructure, thus reducing overall costing and resources.
Through cloud computing we can eliminate the need of Application hosting, hardware and software. All
these are provided by cloud service providers by maintaining Data centers.
Cloud Service is an end-to-end service deployed to the cloud platform which contain one or more
applications.
Amazon Simple Storage Service (S3) is a cloud data base and data storage infrastructure which is
used to store data, retrieve large amount of data and runs all global websites over internet.
Amazon S3 consists of three storage levels they are.
Objects : Objects in amazon S3 stored data and metadata. Maximum size is 5Gb.
Buckets : Objects are stored in buckets and it gives unique namespace to it’s stored objects.
Keys : To identify and object in buckets keys are used.
Amazon CloudFront.
Amazon CloudFront is a data distribution network. Amazon CloudFront is integrated with AmazonS3
during the process of data delivering from the nearest location to the calling application.
Amazon Simple Queue Service(SQS).
Amazon SQS supports all the Queue function like Creating Queues, listing Queues, deleting queues,
sending messages, receiving message and deleting messages.
Google which provides scalable infrastructure for hosting communication and collaboration platform are
called as Google Apps.It provides messaging and software services for business and schools.
Google AppEngine.
Google which provides application platform for developing and deploying web applications is known as
Google AppEngine. Google AppEngine provides REST-style API called Google API for programming.
Google API’s are used for accessing Google Apps.
Programming Languages supported by Google AppEngine.
Python.
Java.
Google AppEngine supports Python and Java programming languages primarily for developing and
deploying web applications. Google AppEngine provides datastore that supports create, retrieve and
delete functions.
Oracle CRM | Oracle CRM on Demand |Oracle CRM Software
Oracle CRM on Demand : In our previous CRM Software Training we have learned about Google Cloud
Service. In this CRM Software Training we are going to learn about Oracle CRM, Oracle CRM on demand,
Oracle CRM Software, Oracle CRM pricing, Oracle CRM Application and What is Oracle CRM on demand.
Oracle CRM on demand is very powerful and flexible applications. Oracle CRM is a Software as a Service
(SaaS) based application which performs set of functions to meet a business need. It is easy to install and
easy to administer and also Oracle provides comprehensive set of administrative tools which requires
training for business users to become proficient in the setup and maintenance of the application.
Before deployment of applications in Oracle on demand we have to clearly understand what the product
can do ? How can we design application ? What are the system requirements ? what are the features
? Any new technology in it ?
Subscription plans.
Multi-Tenant :- It is a shared model type where multiple companies reside on a single
computing environment and data centers. It’s subscription fee is very low compared to all
subscriptions.
Single-Tenant :- In Single-Tenant model every company has it’s own computing
environment and data centers.
@Customer :- Dedicated hardware will be maintained within the company and software
support is provided remotely by the provider.
Choosing right IaaS provider is an important thing. Some many cloud Service Providers will
provide Maximum Size servers and charges low cost. Depending on our requirement we like to choose 8-
core , large memory machine to run our Data base (or) Big data base analytic’s.
Coming to Storage Service provided by Cloud service Providers we are able to find large block
storage and also local systems connected . Servers and Storage collectively provided
byInfrastructure as a Service(IaaS) Providers.
Platform as a Service.
Platform as a Service means the cloud service providers provides hardware, OS(operating
System), Storage, Network services over the cloud.It is the way like a rent. If there is no service like
Platform and there will be not Applications. Which applications are build on a Platform. We need
Platform to develop Apps .Platform as a Service will have many advantages like Operating System
features can changed, Upgraded frequently by the IaaS Cloud Service Provider.
Software as a Service
Through this Services all the software’s are distributes over the cloud. No need to install all software’s are
readily available over the internet.Software as a Service is an substantial cloud service provided to all
types of organizations with out any risk of software. SaaS supports Web Services and service oriented
architecture (SOA).
Public cloud can be available to people across the world. In this Public Cloud the user has no control
over the resources.
Befits of Public Cloud
1. Low Cost.
2. Pay per usage.
Services on Private Cloud Can be accessed only with in the limited premises. In Private cloud Cloud
Services Providers provides Cloud infrastructure to particular Organization or Business specially. This
Cloud infrastructure is not provided to others.
Two types of clouds in Private Cloud.
1. On-Premises Private Cloud.
2. Externally Hosted Private Cloud.
On-Premises Private Cloud :- This type of Cloud is Hosted internally by the same company /
Organization .
Externally Hosted Private Cloud :- This type of Cloud is Hosted externally by third party .
Single Tenancy Architecture means each customer is given with a dedicated software stack and each
layer in its stack requires configuration, monitoring, Security, Patches, tuning and disaster recovery.
Salesforce login, login.salesforce.com -Salesforce.com login
login.salesforce.com
Salesforce login is the process of authenticating resources provided in the cloud through Developer
account and Production Account with Username and password. Salesforce.com login information
contains a user name and a passwords.
How to create free developer account in salesforce.com
Through the URL http://developer.force.com/ we will be able to create free developer account.
Steps to create free developer account in salesforce.com (Salesforce login).
PaaS Features.
No need to maintain Data Bases.
No need of software updation.
Maintenance will not be required.
Hosting.
Support.
Network access.
Tools for application design and development.
It also provides server side scripting.
Advantages of Platform as a Service(PaaS).
It provides high security to our data.
It also provides backup to our data base.
PaaS provides customer choice features.
Using this PaaS Service every person can able to develop application with out any development skills.
Maintenance cost is reduced.
Platform as a Service will have many advantages like Operating System features can changed, Upgraded
frequently by the IaaS Cloud Service Provider.
Infrastructure as a Service Iaas is one of the main service required in cloud computing after SaaS andPaaS
clouds.Choosing right IaaS provider is an important thing. Some many cloud Service Providers will
provide Maximum Size servers and charges low cost. Depending on our requirement we like to choose 8-
core , large memory machine to run our Database (or) Big database analytics.
Coming to Storage Service provided by Cloud service Providers we are able to find large block
storage and also local systems connected . Servers and Storage collectively provided
byInfrastructure as a Service(IaaS) Providers.
Benefits and Features of Iaas cloud.
Infrastructure as a Service cloud has high scalability.
Hardware cost is reduced.
Infrastructure as a Service cloud can be accessed from anywhere using internet.
Infrastructure as a Service provides high securitized data bases.
What is CRM, Customer relationship management : Full form for CRM or Acronym for CRMis Customer
Relationship Management. We can understand from the full form where CRM is an application used to
automate Sales and marketing functions by a using a Software called CRM Software . BY using CRM
Software every Company / Organization plans to increase their revenues and profits. This strategy of
increasing revenue is done mainly by attracting Customers, clients, Sales etc. An important concept in
Customer Relationship Management is customer value. What is CRM, Customer relationship
management.
What is CRM
Real time example : If we contact our mobile network Customer care to esquire about any service or
wrong gone with the service. Customer care will quickly responds to our query . All these process will go in
a few seconds. Call Centers uses CRM software to to find that customers details.
What is CRM, Customer Relationship Management
What is CRM : CRM is a strategy which is used to learn about customers requirements and behavior in
order to increase revenue and Profits by maintaining stronger relationship with them.
Customer Relationship Management Refers to the practice of collecting, storing and analyzing customer-
level-information, and incorporating the results in to the decision making process of a firm. CRM also
involves in core business process like production, operations, sales, marketing and finance.
We can define CRM software as a Commercial application developed for the business. This CRM
Software can be used by any business. We can’t specify particularly this type of industry or business
uses CRM Software. Any Business who maintains Sales, Marketing team, who create quotes
and invoices. For every business, every company wants to computerize their operations. All these
business want to computerize their operations. As such Software Company is developing some software
for that type of operation.
To Maximize the life time value of each individual customer to a firm some CRM initiatives must be
followed.There are four CRM initiatives they are.
1. Customer acquisition : It is the process of acquiring new customers to a firm. This is the first and
the foundation step to the whole CRM process.
2. Customer retention : Customer retention is the process o developing relationship with the
customers.
3. Customer Churn : Customer Churn is the process of managing the rate of existing customers
leaving a firm.
4. Customer win-back : Customer win-back is the process of reacquiring the customers that have left
he firm through Customer Churn.
We have different types of businesses like retail business, banking, call centers and so on everything is
computerized. People who run business wants to develop software. Then they go for some CRM
software providers like Salesforce.com CRM, Microsoft Dynamics, Zoho CRM and so on..
Salesforce.com has given ready made software called Salesforce.com CRM. Salesforce.com is a
company and its product called Salesforce.com CRM.
Where are not learning about company but we are learning about the product which is salesforce.com
CRM. CRM is a business or more generally technically called as Domain or vertical. So one of the things
we are going to learn in this salesforce.com CRM is what are the ingredients he has provided in
theSalesforce.com CRM.
In our next Salesforce Training Tutorial we will learn about different types of categories of CRM
Databases.
Salesforce basics tutorials are essentials to know before we are going to salesforce.com main
concepts. Let we discuss about the menus that are available when we logged in
to salesforce.com. Below we have given screenshot here we find all menu available. After logging in to
your free developer account(salesforce login) we observe some menu. They are listed below
1. TAB Menu.
2. All TAB Menu.
3. More TAB Menu.
4. User Menu.
5. Setup Menu.
6. Application Menu.
7. Search Menu.
TAB MENU : In TAB Menu all tabs are arranged in a row. Here we can arrange TABs that we created.
ALL TAB MENU : In All Tabs Menu we find all Tabs available in salesforce.com. Through all Tabs menu
we can add our custom tab to TAB Menu.
MORE TAB MENU : In more tabs we can find more Tabs available in salesforce.com.
USER MENU : User menu is available at the top with username. In User menu we can change our profile
settings, my settings.To log out from account click your Account name .
APPLICATION MENU : Application menu is shown at the top right listing the set of applications. This
menu allows to shuffle between the applications. Please observe some of the pre built applications
available in salesforce.com. With free account salesforce.com has some sample applications with some
sample data and implementations.
SEARCH MENU : Search menu help to search in salesforce.com.
SIDEBAR MENU : Inside bar menu we have different sections like Administrations, Build, Monitor,
jobs, logs.
1. Here in this article we are going to create a new view in salesforce.com. Creating views is the process
to filter data that the data exact we want to view from a record. Views allows to filter the records as
well as the relevant column data to be displayed and provides the flexibility in the given accessibility to
specify set of users o to all the users or we can specify to visible only to you. Click Lead Tab.
Salesforce Objects :- In this salesforce tutorial we are going to know how to create Custom object
in salesforce and also we came to know about different types of objects in salesforce. Creating objects in
Salesforce is the very first thing we do after creating salesforce.com account.
An Objects is represented as a database table which stores organization data . Objects consists of set
offields and we store data against that field. To view data Salesforce provided TABS.
Salesforce Objects types
Standard Objects.
Custom Objects
Standard Objects : Standard Objects are those which are created by Salesforce.We can use these
standard objects automatically. Example :- Accounts, contacts, chatter, Leads etc.
Custom Objects : Salesforce Custom objects are those which are created by user. We can create any
number of custom objects. Example :- Student info, college etc.
Creating Custom object in salesforce.
1. Go to Setup Menu.
2. Configuration (Available on Side Bar).
3. Now go to Build section.
4. Go to create.
5. Select Objects.
Now we are going to create a custom object called “Student”. Enter all the details as shown below
screenshots.
Go to Setup menu
Now go to configuration which is available on side bar. Then go to Build = > Create = >
Objects.
In the right side of the window we will observe a button called “new custom object”. Click on that
button which allows to create a new custom object in salesforce.
Enter all the details given below. Label name is given as Student. Plural name is given as Students.
This Plural name is used in other cases. We will discuss about this in further articles.
Record name will be automatically generated as given for label name. And next option is to select data
type. In object creation we are having to Data types. 1) Text 2) Auto number. In our next article we
can find clear details on data types.
Optional Features.
In optional feature section we have three options they are Allow Reports, All Activities, Allow track
field history. During object creation only we have to select these 3 option later on object creation we are
not able set those features to a object.
Click Save .
Now we are taken to new screen which is shown similar to above screenshot. Here we can find Custom
object details. These are the details what we have given during object creation. We find a field
called“API name“. Any custom object or custom fields API names are “suffixed” with __c. It
is an easier way to identify the difference between Standard Object and Custom object.
Salesforce Objects
And also we observe Standard fields like Created By, Last modified by, owner, Name. These are the 4
Standard fields in a Custom Object.
Data types and field types in sfdc :In this tutorial we are going to know about What are the
different data types, Different types of Field types. In General both data types and field types
have the same names in the user names. We use different Data types depending on the condition.
Generally in API there are 5 different data types. They are
1. ID.
2. String.
3. Boolean.
4. Double.
5. Varies by type
Auto number : when auto number data types is selected a system-generated sequence number that uses
a certain display format that we define. Auto generated number will be increment for every record we
create.
Formula : When Formula data type is selected we are able to derive different Formula expressions that
derives values. The formula field is updated every time when there is a change in source field. It is a read-
only field type.
Roll-up Summary : Roll-up Summary is also a read-only field type. By using this Roll-up Summary
data types we are able to make some mathematical calculations like Sum, Minimum, Maximum values of
a afield in a related list or the record count of all records listed in a related list.
Lookup Relationship : This type of Data type links two objects. we can link on object to another object
by Lookup relationship. This data type field allows user to select a value from popup list.
Master-detail relationship : Master-detail relationship also links two objects but it creates a special
type of parent-child relationship between the two objects.
Checkbox : If a user wants boolean function like true or false this Checkbox data types is used.
Currency : Currency field type allows user to enter INR or any other country currency values in the
record.
Date : Allows user to enter date or we can select the date from popup calendar.
Date/ time : Date and Date/Time field types are different from each other. In Date/Time the user can
select date from popup calendar and also current time is entered in the Date/Time field.
Email : Allows users to enter Email address.
Picklist : Allows users to select only on list from a group of lists that we defined. Picking one among
many.
Text Area : Allows users to enter up to 255 characters of letters and numbers.
Text area (Long) : Allows users to enter up to 32,768 characters on separate lines.
Text Area (Rich) : Allows users to enter formatted text, add images and links up to 32,768 characters
on separate lines.
Text(Encrypted) : Allows users to enter any combination of letters an numbers and store them in
encrypted format.
No select the objects in which you the custom fields you want to create.
We are going to create fields in Student objects which are listed below.
1. We are creating Father Name field. To create Father name field we have to select data type. For Father
Name we are selecting Text data type.
Now select Next.
Fill all the details as given below.
Now Select Save & New. Like Father name field create all the remaining fields.
Create all the custom fields. Below screen will be displayed
Custom Tab Definition : Custom Tab is a user interface component which we create to display custom
Object data or other web content embedded in the application.
We can find all these three Tabs in different Editions of Salesforce.
Custom Object Tabs : Contact Manager, Group, Professional, Enterprise, Performance, unlimited and
Developer Editions.
Custom Web Tabs : Contact Manager, Group, Professional, Enterprise, Performance, unlimited and
Developer Editions.
Visualforce Tabs : Contact Manager, Group, Professional, Enterprise, Performance, unlimited and
Developer Editions.
Custom Object Tabs : Custom Object Tabs are those which displays the data of or custom object in a
user interface tab.Custom Object look and function like Standard Objects.
First go to Setup Menu = > Build Section => Create => Tabs.
Select New.
Now we are required to select the object to which we want to create Tab and also select Tab Style from
popup window.
Select Next.
Now we are taken to new window . Choose the user profiles for which the new Custom tab will be available
and also we can examine or alter the visibility of tabs from the detail and edit pages of each profile.
Select next.
Step3 : Add to Custom Apps.
Choose the custom apps for which the new custom Object tab will be available. Select Include Tab check
box and Save .
custom Object Tab is successfully created but we are not able to look in Tab Menu. In order to arrange
Custom Student Tab in Tab menu select(+) all Tabs menu.
Select Customize my Tabs.
Now we see list of Available Tabs and selected tabs. Move Student Tab upwards using arrows. Place
Student Object Tab to which place you prefer and Save.
Picklist, Controlling Picklist and Dependent Picklist in salesforce : In this tutorial we are going
to learn about the custom field type “Picklist”. In general all we know about picklist. In salesforce also the
description is same Picklist allows to contain multiple values and pick One among them or Multiple
among them.
Picklist Characteristics.
Creation of Picklist.
Here we are creating Picklist for Country and Continent. Picklist is a field type in which it allows to
contain values and pick one value.
Steps to create Picklist.
Setup => Build => Create => Objects => Custom field ans Relationships => New => Picklist
Now we are creating picklist for Country and Continent. Enter the details as given below for Country
Picklist.
Enter the country names. One country name for each line and select Next.
Formula fields in Salesforce : Formulas are those which are used to calculate something, combine
data from multiple fields, to check for a condition, to show information from one record on a related
record.These formulas will be simple or complex with layers of nested logic s. Formula fields is based on
other fields values and it is shown only in detailed view of an object and can not be viewed in editable view
of an object.
Business logic.
formula field.
Default values for fields.
Workflow rules .
Validation rules
Reporting.
Buttons and Links.
1. Math Operators.
2. Logical Operators.
3. Text Operators.
4. Date and Time Functions.
5. Informational Functions.
6. Logical Functions.
7. Math Functions.
8. Text Functions.
9. Summary functions.
10. Advanced Functions.
11. Encoding Functions.
Validation Rules in salesforce
Validation rules in salesforce contains a formula or expressions that evaluates the data in one or
more fields in a record to meet the standards and returns a vale“True” or “False”. Validation
rules displays error message to the user when the Condition is “False”.
There are five types of Rules in salesforce and the priority of each rule is according to their
order.Salesforce processes rules in the following order.
1. Validation Rules.
2. Assignment Rules.
3. Auto-response Rules.
4. Workflow Rules.
5. Escalation Rules.
Validation Rules in salesforce are to enforce integrity constraints(conditions) against the data. Here
we give conditions in formula editor to meet our requirement. If one validation rule fails, salesforce
continues to check another validation rule contained in the field or record and displays appropriate
error message at that field or above the Record.
Important points to remember on Validation rules.
If validation rules exist for activities and we created an activity during the lead conversion. Here the
lead converts but the task is not created in the activity.
Campaign hierarchies ignore validation rules.
Validation rules are made to run before creating records submitted through web-to-lead and web-to-
Case.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Canadian Billing Postal Code
Field Value
Formula: AND(
OR(BillingCountry = "CAN", BillingCountry =
Field Value
Field Value
Formula: VLOOKUP(
$ObjectType.Zip_Code__c.Fields.City__c ,
$ObjectType.Zip_Code__c.Fields.Name ,
LEFT(BillingPostalCode,5)) <> BillingCity
Error Message: Billing Zip Code does not exist in specified Billing State.
Field Value
Formula: AND(
OR(BillingCountry = "USA", BillingCountry =
"US"),
NOT(REGEX(BillingPostalCode, "\\d{5}(-
\\d{4})?"))
)
Note
Field Value
This example uses the REGEX function; see Shipping Zip Code if
you are not familiar with regular expressions.
Field Value
Formula: AND(
OR(ShippingCountry = "USA",
ISBLANK(ShippingCountry)),
OR(
AND(LEN(ShippingPostalCode) <>5,
LEN(ShippingPostalCode) <> 10),
NOT(CONTAINS("0123456789",
LEFT( ShippingPostalCode, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 2, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 3, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 4, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 5, 1))),
AND(
LEN(ShippingPostalCode) = 10,
OR(
MID( ShippingPostalCode , 6, 1) <> "-",
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 7, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 8, 1))),
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 9, 1))),
Field Value
NOT(CONTAINS("0123456789",
MID( ShippingPostalCode , 10, 1)))
)
)
)
)
Note
This example interprets a blank country as US. To use this example
with other countries, remove the clause that checks the length of
the country field. Also, validation rule criteria are case sensitive, so
this rule is only enforced when the country is blank or “USA” in all capital
letters. The rule is not enforced when the country is “usa.”
Tip
You can also validate zip codes using a regular expression; for an
example of a formula using a regular expression, see REGEX.
Field Value
Formula: AND (
OR(BillingCountry = "US", BillingCountry="USA",
ISBLANK(BillingCountry)),
OR(
LEN(BillingState) < 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:"
&
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:"
&
"WA:WV:WI:WY", BillingState)
Field Value
)))
Note
This example interprets a blank country as US. To use this example
with other countries, remove the clause that checks the length of the
country field. Also, validation rule criteria are case sensitive, so this
rule is only enforced when the country is blank or “USA” in all capital letters.
The rule is not enforced when the country is “usa.”
Field Value
Formula: AND (
OR(BillingCountry = "CA", BillingCountry="CAN"),
OR(
LEN(BillingState) < 2,
NOT(
CONTAINS("AB:BC:MB:NB:NL:NT:NS:NU:ON:PC:QC:SK:YT",
BillingState)
)))
Field Value
Formula: AND (
OR(ShippingCountry = "US", ShippingCountry="USA",
ISBLANK(ShippingCountry)),
OR(
Field Value
LEN(ShippingState) < 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY", ShippingState)
)))
Note
This example interprets a blank country as US. To use this example with
other countries, remove the clause that checks the length of the country
field. Also, validation rule criteria are case sensitive, so this rule is only
enforced when the country is blank or “USA” in all capital letters. The rule is not
enforced when the country is “usa.”
Field Value
Formula: AND (
OR(ShippingCountry = "CA", ShippingCountry="CAN"),
OR(
LEN(ShippingState) < 2,
NOT(
CONTAINS("AB:BC:MB:NB:NL:NT:NS:NU:ON:PC:QC:SK:YT",
ShippingState)
)))
Field Value
Description: Validates that the account Billing Country is a valid ISO 3166 two-letter
Field Value
code.
Formula: OR(
LEN(BillingCountry) = 1,
NOT(
CONTAINS(
"AF:AX:AL:DZ:AS:AD:AO:AI:AQ:AG:AR:AM:" &
"AW:AU:AZ:BS:BH:BD:BB:BY:BE:BZ:BJ:BM:BT:BO:" &
"BA:BW:BV:BR:IO:BN:BG:BF:BI:KH:CM:CA:CV:KY:" &
"CF:TD:CL:CN:CX:CC:CO:KM:CG:CD:CK:CR:CI:HR:" &
"CU:CY:CZ:DK:DJ:DM:DO:EC:EG:SV:GQ:ER:EE:ET:FK:" &
"FO:FJ:FI:FR:GF:PF:TF:GA:GM:GE:DE:GH:GI:GR:GL:" &
"GD:GP:GU:GT:GG:GN:GW:GY:HT:HM:VA:HN:HK:HU:" &
"IS:IN:ID:IR:IQ:IE:IM:IL:IT:JM:JP:JE:JO:KZ:KE:KI:" &
"KP:KR:KW:KG:LA:LV:LB:LS:LR:LY:LI:LT:LU:MO:MK:" &
"MG:MW:MY:MV:ML:MT:MH:MQ:MR:MU:YT:MX:FM:MD:MC:" &
"MC:MN:ME:MS:MA:MZ:MM:MA:NR:NP:NL:AN:NC:NZ:NI:" &
"NE:NG:NU:NF:MP:NO:OM:PK:PW:PS:PA:PG:PY:PE:PH:" &
"PN:PL:PT:PR:QA:RE:RO:RU:RW:SH:KN:LC:PM:VC:WS:" &
"SM:ST:SA:SN:RS:SC:SL:SG:SK:SI:SB:SO:ZA:GS:ES:" &
"LK:SD:SR:SJ:SZ:SE:CH:SY:TW:TJ:TZ:TH:TL:TG:TK:" &
"TO:TT:TN:TR:TM:TC:TV:UG:UA:AE:GB:US:UM:UY:UZ:" &
"VU:VE:VN:VG:VI:WF:EH:YE:ZM:ZW",
BillingCountry)))
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Account Number Is Numeric
Field Value
Field Value
Formula: AND(
ISBLANK(AccountNumber),
NOT(ISNUMBER(AccountNumber))
)
Field Value
Description: Validates that the Account Number is exactly seven digits (if it is not
blank). The number seven is simply illustrative. You can change this to
any number you like.
Formula: AND(
ISBLANK(AccountNumber),
LEN(AccountNumber) <> 7
)
Field Value
Description: Validates that the account Annual Revenue is not negative and
does not exceed $100 billion. This limit is designed to catch typos.
Formula: OR(
AnnualRevenue < 0,
AnnualRevenue > 100000000000
)
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Conditionally Require Description When Case Reason is “Other”
Field Value
Description: Validates that a custom field called Other Reason contains a value if
a case has a Case Reason of “Other.”
Formula: AND(
ISPICKVAL( Reason, "Other" ),
ISBLANK(Other_Reason__c)
)
Field Value
Description: If a case is already open, prevents the Status from being changed
back to “New.”
Formula: AND(
ISCHANGED( Status ),
NOT(ISPICKVAL(PRIORVALUE( Status ), "New")),
ISPICKVAL( Status, "New")
)
Field Value
Description: Validates that the case Status is “Re-opened” when a closed case is
opened again.
Formula: AND(
ISCHANGED( Status ),
Field Value
OR(
ISPICKVAL(PRIORVALUE( Status ), "Closed"),
ISPICKVAL(PRIORVALUE( Status ),
"Closed in SSP")),
NOT( ISPICKVAL( Status, "Re-Opened"))
)
Field Value
Description: Validates that a milestone's Completion Date can't occur after the
case's Status is Closed.
Field Value
Description: Validates that the milestone's Completion Date has occurred after
the case'sDate/Time Opened.
Error Message: The milestone Completion Date must occur after the date the case was
created and before the case was closed.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Preventing Offensive Language in Questions
Field Value
Field Value
Field Value
Field Value
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Mailing Address Fields Are Required
Field Value
Formula: OR(
ISBLANK( MailingStreet ),
ISBLANK( MailingCity ),
ISBLANK( MailingCountry )
)
Field Value
Field Value
Formula: AND(
OR(MailingCountry = "USA",
ISBLANK(MailingCountry)),
OR(
AND(LEN(MailingPostalCode) <>5,
LEN(MailingPostalCode) <> 10),
NOT(CONTAINS("0123456789",
LEFT( MailingPostalCode, 1))),
NOT(CONTAINS("0123456789",
Field Value
Field Value
Description: Validates that the Phone number begins with a plus sign (+) for
country code. Note that this validation rule conflicts with the ten-digit
rule.
Field Value
Description: Validates that the Phone number is in (999) 999-9999 format. This
works by using the REGEX function to check that the number has ten
digits in the (999) 999-9999 format.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Discounts Must Be Within Range
This example consists of three validation rules on opportunity products. The examples below work
together to help you manage discount amounts for products and require a custom percent field on
opportunity products called Line Discount. The examples below also require you to use price books
and customize the Product Family field to include the following values: Software,Consulting,
and Training.
Software Discounts
Field Value
Description: Prevents users from saving software products with a discount over 10 percent.
Field Value
Consulting Discounts
Field Value
Description: Prevents users from saving consulting products with a discount over 15 percent.
Training Discounts
Field Value
Description: Prevents users from saving training products with a discount over 20 percent.
Description: Prevents users from editing opportunity products after an opportunity is closed.
Create the following validation rule example on opportunity products.
Field Value
Description: Prevents users from deleting opportunity products after an opportunity is closed.
Create the following validation rule example on opportunities. It uses a custom roll-up
summary field on opportunities that counts the number of opportunity products on an
opportunity.
Field Value
Description: Prevents users from saving a case for an account that does not have support. This
example assumes you have a custom checkbox field on accounts called Allowed
Support that tracks if the account has support.
Error Unable to create cases for this account because it is not signed up for support.
Message:
Field Value
Description: Prevents users from saving an open case associated with a contact that is no longer
with the company. This example uses a custom checkbox field on contacts called No
Longer With Company.
Formula: AND(Contact.Not_Longer_With_Company__c,
NOT(IsClosed))
Error Unable to save this case because the related contact is no longer with the company.
Message: To continue, choose another contact.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Date Must Be a Weekday
Field Value
Description: Validates that the value of a custom date field is a weekday (not
Saturday or Sunday).
Field Value
Description: Validates that the value of a custom date field is a Saturday or Sunday.
6, 1,
0) = 0
Field Value
Description: Validates that a custom date field contains a date within the current
month and year.
Formula: OR (
YEAR( My_Date__c ) <> YEAR ( TODAY() ),
MONTH( My_Date__c ) <> MONTH ( TODAY() )
)
Field Value
Description: Validates that a custom date field contains a date within the current
year.
Field Value
Description: Validates whether a custom field called My Date is the last day of the
month. To do this, it determines the date of the first day of the next
month and then subtracts 1 day. It includes special case logic for
December.
- 1))
Field Value
Field Value
Description: Validates that a custom field called Begin Date contains a date in
the first 15 days of the specified month.
Error Message: Begin Date cannot be after the 15th day of month.
Field Value
Description: Validates that a custom field called End Date does not come before
another custom field called Begin Date.
Field Value
Description: Validates that a custom field called Expiration Date does not
Field Value
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Time Cards Must Total 40 Hours
Field Value
Description: Ensures that users cannot save a time card record with more than 40
hours in a work week. This example requires five custom fields on your
custom object, one for each day of work.
Formula: Monday_Hours__c +
Tuesday_Hours__c +
Wednesday_Hours__c +
Thursday_Hours__c +
Friday_Hours__c > 40
Field Value
Description: Validates that a custom field called Hours Worked is not a negative
number.
Field Value
Formula: OR(
Ark_Passengers__c < 0,
MOD( Ark_Passengers__c, 2) <> 0
)
Field Value
Formula: OR(
Socks_Found__c < 0,
MOD( Socks_Found__c, 2) = 0
)
Field Value
Field Value
Field Value
Description: Validates that a custom field called Volume is between -50 and 50.
Field Value
Description: Validates that the range between two custom fields, Salary
Min and Salary Max, is no greater than $20,000.
Error Message: Salary range must be within $20,000. Adjust the Salary Max or Salary
Min values.
Field Value
Description: Validates that a custom field called Mix Pct is between 0 and 100%.
Note that percent fields are expressed divided by 100 in formulas (100%
is expressed as 1; 50% is expressed as 0.5).
Formula: OR(
Mix_Pct__c > 1.0,
Mix_Pct__c < 0.0
)
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Conditionally-Required Field Based on Opportunity Stage
Field Value
Formula: AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName,
"Negotiation/Review")),
ISBLANK(Delivery_Date__c)
)
Field Value
Formula: AND(
OR (
ISNEW(),
ISCHANGED( CloseDate )),
CloseDate < DATE( YEAR(TODAY()),
MONTH(TODAY()), 1) )
Field Value
Description: Ensures that users do not change the Close Date of an opportunity to a
day in the past.
Discounts on Opportunities
Field Value
Description: Validates that a custom discount percent field is between 0 and 40%.
Field Value
Formula: AND(
OR(
ISPICKVAL(StageName,"Closed Won"),
ISPICKVAL(StageName,"Closed Lost")),
(Amount > 50000),
NOT(ISPICKVAL(Approval_Status__c ,"Approved")))
Error Message: All high-value opportunities must be approved for closure. Click the
Request Close button.
Field Value
Description: Validates that opportunity Amount is positive and no more than $10
million. This limit is designed to catch typos.
Formula: OR(
Amount < 0,
Amount > 10000000
)
Field Value
Description: Validates that an opportunity has at least one opportunity product before
users can save a change to an opportunity.
Formula: NOT(OR(ISNEW(),HasOpportunityLineItem))
Error Message: You must add products to this opportunity before saving.
Field Value
Formula: AND (
CASE( StageName,
"Value Proposition", 1,
"Id. Decision Makers", 1,
"Perception Analysis", 1,
"Proposal/Price Quote", 1,
"Negotiation/Review", 1,
"Closed Won", 1,
0) = 1,
NOT(HasOpportunityLineItem)
)
Field Value
Error Message: Opportunity products are required to advance beyond the Needs
Analysis stage.
Field Value
Field Value
Formula: AND(
Accepted_Flag__c,
OR ( ISPICKVAL( StageName, "Stage 1"),
ISPICKVAL( StageName, "Stage 2"))
)
Field Value
Formula: AND (
ISPICKVAL( StageName, "Closed Won"),
Probability <> 1)
Field Value
Field Value
Formula: AND (
ISPICKVAL( StageName, "Closed Lost"),
Probability <> 0)
Field Value
Description: Validates that a field is conditionally required based on the values of other
fields. Use this validation formula to ensure that users include a Project
Start Date for an opportunity that is closed/won.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Display Error if Quote Line Item Discount Exceeds 40%
Field Value
Error Message: The discount on this quote line item cannot exceed 40%.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Discount Percent Does Not Exceed Role-Based Limit
Field Value
$ObjectType.Role_Limits__c.Fields.Name,
$UserRole.Name)
Error Message: Discount (%) exceeds limit allowed for your role.
Field Value
Field Value
Description: Ensures that only the record owner can make changes to a custom field
Field Value
Formula: AND(
ISCHANGED( Personal_Goal__c ),
Owner <> $User.Id
)
Field Value
Error Message: Only record owner or administrator can change Personal Goal.
Field Value
Description: Validates that the Close Date of an opportunity does not fall prior
to the current month, except for users who have a custom profile called
“Custom: System Admin.”
Formula: AND(
OR (
ISNEW(),
ISCHANGED( CloseDate )),
CloseDate < DATE( YEAR(TODAY()),
MONTH(TODAY()), 1),
Field Value
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
For more information on any of the formula functions used in these examples, see Formula Operators
and Functions Overview.
Allow Number to Be Increased but Not Decreased
Field Value
Description: Allows a custom field called Commit Amount to be increased but not
decreased after initial creation. This rule uses the PRIORVALUE()
function to compare the updated value of the field to its value prior to
update.
Field Value
Formula: AND(
MailingState = "CA",
NOT(REGEX(Drivers_License__c, "([A-Z]\\d{7})?"))
)
Field Value
Field Value
Description: Uses a checkbox labeled “I accept terms” to force the user to select a
checkbox in order to enter a value called Number of Days that
exceeds their Paid Time Off (PTO) balance available.
Formula: AND(
NOT( I_accept_terms__c ),
Number_of_Days__c > $User.PTO_Balance__c
)
Error Message: Request will cause a negative PTO balance. You must accept Negative
PTO Balance terms.
Field Value
Formula: AND(
NOT( ISNEW() ),
ISCHANGED( Guaranteed_Rate__c )
)
Field Value
Description: Validates that a custom text field called SSN is formatted in 999-99-
9999 number format (if it is not blank). The pattern specifies:
Three single digits (0-9):\\d{3}
A dash
Field Value
Formula: NOT(
OR(
ISBLANK(Social_Security_Number__c),
REGEX( Social_Security_Number__c , "[0-9]{3}-[0-
9]{2}-[0-9]{4}")
)
)
Valid Currency
Field Value
Formula: CASE(CurrencyIsoCode,
"USD", 1,
"EUR", 1,
"GBP", 1,
"JPY", 1,
0) = 0
Field Value
Valid IP Address
Field Value
Formula: NOT(
REGEX( IP_Address__c,
"^((25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)\\.)
{3}(25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)$" ))
Error Message: Error: IP Address must be in form 999.999.999.999 where each part is
between 0 and 255.
Website Extension
Field Value
Description: Validates a custom field called Web Site to ensure its last four
characters are in an explicit set of valid website extensions.
Formula: AND(
RIGHT( Web_Site__c, 4) <> ".COM",
RIGHT( Web_Site__c, 4) <> ".com",
RIGHT( Web_Site__c, 4) <> ".ORG",
RIGHT( Web_Site__c, 4) <> ".org",
RIGHT( Web_Site__c, 4) <> ".NET",
Field Value
Error Message: Web Site must have an extension of .com, .org, .net, or .co.uk.
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in
a record meets the standards you specify before the user can save the record. A validation rule can
contain a formula or expression that evaluates the data in one or more fields and returns a value of “True”
or “False”. Validation rules also include an error message to display to the user when the rule returns a
value of “True” due to an invalid value.
After you have defined validation rules:
1. The user chooses to create a new record or edit an existing record.
2. The user clicks Save.
3. All validation rules are verified.
If all data is valid, the record is saved.
If any data is invalid, the associated error message displays without saving the record.
The user makes the necessary changes and clicks Save again.
You can specify the error message to display when a record fails validation and where to display it. For
example, your error message can be “The close date must occur after today's date.” You can choose to
display it near a field or at the top of the page. Like all other error messages, validation rule errors display
in red text and are preceded by the word “Error”.
Important
Validation rules apply to new and updated records for an object, even if the fields referenced in
the validation rule are not included in a page layout or an API call. Validation rules don't apply if
you create new records for an object with Quick Create. If your organization has multiple page
layouts for the object on which you create a validation rule, verify that the validation rule functions as
intended on each layout. If your organization has any integrations that use this object, verify that the
validation rule functions as inten
Defining Validation Rules
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
User Permissions Needed
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Field Description
Error Condition The expression used to validate the field. See Building
Field Description
Error Message The message that displays to the user when a field fails the validation
rule.
If your organization uses the Translation Workbench, you can
translate the error message into the languages Salesforce supports.
See Setting Up the Translation Workbench.
Error Location Determines where on the page to display the error. To display the
error next to a field, choose Field and select the field. If the error
location is a field, the validation rule is also listed on the detail page
of that field. If the error location is set to a field that is later deleted,
to a field that is read only, or to a field that isn’t visible on the page
layout,Salesforce automatically changes the location to Top of
Page.
Note
Error messages can only be displayed at the top of the page
in validation rules for case mil
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Consider all the settings in your organization that can make a record fail validation, including
assignment rules, field updates, field-level security, or fields hidden on a page layout.
Be careful not to create contradicting validation rules for the same field; otherwise, users won‟t be
able to save the record.
Tip
A poorly designed validation rule can prevent users from saving valid data. Make sure you
thoroughly test a validation rule before activating it. You can also use the debug log to
monitor the details of your rule implementation.
When referencing related fields in a validation formula, make sure those objects are deployed.
Use the RecordType.Id merge field in your formula to apply different validations for different
record types.
You don‟t have to begin a validation rule formula with the IF function. Any Boolean error condition
expression works. For example:
o Correct: CloseDate < TODAY()
o Incorrect: IF(CloseDate < TODAY(), TRUE, FALSE)
Keep in mind that when a validation rule contains the BEGINS or CONTAINS function, it processes
blank fields as valid. For example, if you have a validation rule that tests whether the serial number
of an asset begins with “3”, all assets with a blank serial number are considered valid.
When using a validation rule to ensure that a number field contains a specific value, use
the ISBLANK function to include fields that don‟t contain any value. For example, to validate that a
custom field contains a value of „1‟, use the following validation rule to display an error if the field is
blank or any other number:
OR (ISBLANK (field__c), field__c<>1)
Avoid using the IsClosed or IsWon opportunity merge fields in validation formulas. Instead, use
the ISPICKVAL function to determine if the Stage contains the appropriate value. For example,
the following validation formula makes a customProject Start Date field required whenever
the Stage is “Closed Won”:
AND(ISPICKVAL(StageName, "Closed Won"),
ISBLANK(Project_Start_Date__c))
Simplify your validation formulas by using checkbox fields, which don't require any operator
because they return true or false. For example, the following validation formula checks to be sure
an opportunity has opportunity products using theHasOpportunityLineItem merge field before
users can save a change to it:
NOT(OR(ISNEW(),HasOpportunityLineItem))
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer,
and Database.comEditions
Validation rules verify that the data a user enters in a record meets the standards you specify before the
user can save the record. A validation rule can contain a formula or expression that evaluates the data in
one or more fields and returns a value of “True” or “False”. Validation rules also include an error message
to display to the user when the rule returns a value of “True” due to an invalid value. Review these
considerations before implementing validation rules in your organization.
Now we are creating a validation rule in Custom object “Student” for Subject S1, Subject S2, Subject
S3 marks. Where the subject marks can not be greater than 100. If the user enters subject marks greater
than 100 the record must not be created and error message should be displayed against the field. So that
the user must enter valid marks in S1, S2, S3 subjects marks field.
Steps to create validation rules.
1. Go to detailed view of the object.
2. Go to validation section.
3. Click on new (provide your rule name).
Instead of writing validation rules for every subject we can give single validation rule as
OR(S1__c>100,S2__c>100,S3__c>100).
Note : A validation rule can be made enforced only after making it as active otherwise it can’t.
Relationships in Salesforce
Relationships in Salesforce : In this training tutorial we are going to know about relationships in
salesforce. In general we know what a relationship is ? Relationship is the way in which two or
more people or things connected with each other. The way they connected will be of different types like
wise in salesforce there are 4 different types of relationships in salesforce.
Master-Detail Relationship
Child record must have a associated parent.
Cascade record-level security.
Cascade record deletion.
Roll-up Summary fields can be established.
Standard objects can not be a detail object.
Standard Objects can be a Master object
Maximum 2 Master-Detail Relationships can be created to a Object.
Records can be re parented.
Child record must have a associated parent.
In Master-Detail Relationship the “child object” or “detail object” must have a parent.
Cascade record-level security.
Cascade record level security means the child record inherits cascade level security from the parent.So the
user can view a parent record and he will be available to view associated child object to that Parent object.
Cascade record deletion.
Cascade deletion in salesforce means child records will be automatically deleted when parent object is
deleted.
Roll-up Summary fields can be established.
In Master-Detail Relationship we can create Roll-up Summary fields.Roll-Up-Summary fields are
those which are used to summarize data with any associated child object.
Standard objects can not be a detail object.
In Master-Detail Relationship we can not use Standard objects as child object.
Lookup Relationship.
No parent is required.
Relationship is optional.
No impact on Security.
Roll-Up summary fields cannot be available.
25 lookup relationships can be created to one Object.
Many-Many Relationship.
Many-Many Relationships between two objects can be created.
Junction Object is used to create Many-Many Relationship.
Junction object can also be called as Join Object.
Junction Object links each objects in Many-Many Relationship.
How to create Master-Detail relationship in Salesforce : In this training tutorial we are going to create and
gain some knowledge on how to create a Master-detail relationship in salesforce between objects. In our
previous training tutorial we learned about different types Relationships in Salesforce and their
characteristics. Relationship is the way in which two or more people or things connected with each
other. Here Master Object is also called “Parent Object” and Detail Object also called “Child Object“.
Now we are going to create Master-Detail Relationship between Custom College Object, Student
Object, Course Object and Employ Objects. In this example we are taking Custom College Object as
Master or Parent object. And Student Object, Course Object and Employ Objects will be child Objects or
Detail objects for Custom College Object(Parent or Master object).
In the first go to detailed view of Custom student Object.Then go to custom fields and Relationships
section.
Detailed view of Object => Custom fields and Relationships => New => Select Master-
Detail Relationship
Now Select Next Button again we are taken next step where we are required to give Field Label, Field
Name, select sharing setting and Allow child records to be re parented.
Select Next and in next step make the field-level security for reference field. and select next.
In the next Step Save it.
Go to Student Object in detail view which we observe Master-Detail Relationship is created between
College and Student Object. Like wise create Master-Detail relationship between College-Course,
College-Employ Objects. Make College object as Master Object.
Now go to College Tab to create new record in College object. Go to Student Object in detail view which
we observe Master-Detail Relationship is created between College and Student Object. Like wise
create Master-Detail relationship between College-Course, College-Employ Objects. Make
College object as Master Object.
Now go to College Tab to create new record in College object.
Now got to detail view of the record and we observe Student object, Dept Object and Course Objects as
Child Objects for College Object(Master or Parent Object).
Note : For an Object with a Master-Detail Relationship field the standard field called Owner Field can not
be available. The Owner of the Master record becomes the owner of the child record.
How to create Roll-Up Summary fields in Salesforce : In this training tutorial we are going to learn what is
Roll-Up Summary field in salesforce, Characteristic of Roll-Up Summary field and how to create Roll-Up
Summary field in Salesforce. Roll-Up Summary field : Roll-Up Summary field in salesforce calculates
values from a set of related records.
Custom fields and Relationship section => New => Roll-Up Summary.
Enter Summarized object from picklist, Select Roll-Up Types select Next and finally Save it.
Below is the Roll-Up Summary field created to sum all fees paid by all students in a college.
Creating Formula fields in Salesforce : Formulas are those which are used to calculate something,
combine data from multiple fields, to check for a condition, to show information from one record on a
related record.These formulas will be simple or complex with layers of nested logic s. Formula fields is
based on other fields values and it is shown only in detailed view of an object and can not be viewed in
editable view of an object. creating Formula field in Salesforce ?
Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click
new => Formula.
Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 +
S3) /3.
Go to detail view of the object.
Go to Custom fields and relationships and create new.
Now select formula which is of type number and Click next.
Now provide all the details like field label and field name . For formula return type select with decimal
places zero.
A formula editor is shown with two tabs. 1.Simple formula and Advanced Formula.
Select the tab Advanced Formula you can observe function with right extreme which can be used. While
writing this formula in the editor we can see two field in inside fields and outside fields to refer to the
fields in the object.
In the formula editor provide the Formula given.
Now check the visibility at the top to give accessibility of this field to every profile.
Many to Many Relationships in Salesforce
In this article we are going to create Many to Many Relationships between courses and classroom. In
salesforce if we want to create Many to Many relationship we want a Junction Object. Junction Object
In order to establish Many to Many Relationship between Classroom and Course we are sing Course
Offering Object as junction Object.
What is Junction Object ?
In salesforce Junction Object are the part of the objects which joins one object to another. These are
specially used to join many objects in Many to Many relationships.
Course offering.
Course starting date.
Course Last date.
Current Seats Occupied.
Class Room
Maximum Seats Occupied.
After creating those custom fields in their Custom Objects w have to establish link between those object.
This is the to create Many to Many relationships.Go to Junction Object(Course offering) create Master-
Detail Relationship related to Classroom.
Now go Detailed view of the record in Course object that we crated nd we observe child Object (Course
offering). We are not shown full details in that. Edit page layout to display below details.
The above shown Course offering is the Junction Object. Edit page layout. But we are not able to find
Maximum Seats Occupied field in the available fields. In earlier when we edit page layout for Course
object we have Maximum seats Occupied field but we are not having any Such type of field. So here comes
the concept of Cross fields.
Enter the details given above.
Go to Classroom fields in detail view. Now edit the page layout.
Single Sign On, SSO Login, Single Sign On Login
In this tutorial we are going to study clearly about Single Sign On,how to implement SSO in salesforce, what is
single sign on, how does single sign works, single sign on definition, Different types of Single sign on, benefits on
single sign on, Federated single sign on, Delegate single sign on , Managed service providers, What is saml, saml 2.0
specifications, saml authentication, saml identity providers, saml assertion.
Here we are required to setup new Authentication providers to establish connection. The process of authentication
will be like below steps.
The users tries to login in to Salesforce using third party identity.
Then login request is redirected to the third party provider.
Then the user will be approved to access.
The Authentication provider redirects the user to salesforce.
Now the user is logged in to salesforce.
What is SAML ?
SAML means Security Assertion Mark Up Language and it is based on XML (Extensible Markup
Language).Security Assertion Markup Language allows users to communicate about the authentication decision
between one service provider and another service providers. Salesforce supports Security Assertion Markup
Language for Single Sign On from external or portal identity provider.
During Configuration, Identity provider gives a digital certificate to salesforce and in run time Salesforce uses the
certificate to validate the digital signature given by identity provider.
Enabling Salesforce to be Service Provider.
To enable Salesforce as a Service Provider we must do 2 important things.
1. Download digital signature certificate from identity provider(IdP).
2. Upload digital signature certificate to salesforce.
3. Configure salesforce.
Identity Provider-Initiated SAML Flow during run time.
The user will sign by using Single sign on in to the Idp. The Idp will return a page containing form with saml
assertion. Then the user submits SAML assertion to sales force to login. Then the Service Provider (Salesforce) checks
the digital signature and grants sessions id.
Enable SAMl. By enabling SAML we can create new Single Sign ON. Edit it and check SAMl Enabled.
Save it
Before going to fill SAML Single Sign-On Setting details we should have some data . Go to the
following URL and Download the Digital certificate which is to be uploaded .
GO to http://sfdc-tandc-saml-ip.herokuapp.com
Now go to Configure Section shown below.
Complete all the details as shown below.
Before login Logout From login.salesforce.com
Organization-wide-Level Security
Determining Organization wide Defaults is the first step in record level security. This is the most restrictive
level of locking the data to a user. Here if we give Read-Only accessibility to a user then the user is only made to
Read to a particular Record.
Role Hierarchy.
After setting Organization wide default setting next step is to make settings in Role Hierarchy. Here we can
give wider access to a record s with role Hierarchy. In Role Hierarchy we create Role Hierarchies for a organization.
Sharing Rules.
Sharing Rules makes automatic exceptions to organization wide defaults settings for particular users in an
organization. Sharing rules can be done by manual sharing, criteria based sharing and Apex managed sharing.
Declarative Features of Record level security.
What objects can I access?
What page layouts can I See?
What fields can I Access?
Which tabs can I view?
Which records types can I see?
Which Apex classes are accessible for me?
Which Visualforce pages can I access?
Apex Data Loader |How to insert records through Apex Data Loader
Apex Data Loader : In this training tutorial we are going to learn clearly how to Insert records from CSV file to
salesforce through Data Loader. Before inserting records we are required to prepare CSV File. CSV file will be
created in Ms-Excel application .
Step1 :- Click insert button.
Enter your username and Password and click on Login Button. Now select object to which you want to insert record.
Browse for CSV file to be inserted. Procedure for Creation of CSV file is shown below.
Prepare CSV file in Ms-Excel to insert as shown below. We are taking an example Studentinfo__c object. In this
object we are planning to add Course name, Fee Paid, Subject 1 Marks, Subject 2 Marks, Subject 3 Marks.
Click Next.
Click OK. Initialization is Succeeded.
Mapping
Mapping is the process of mapping CSV fields to the fields in Studentinfo__c object. We can check fields manually
and also Fields can be mapped automatically by selecting “Auto Match fields”. We can save the Mapping which will b
used in future.
Now create or Edit a Map. In CSV file we have given different field names to match those column Header we choose
mapping and click next.
Drag the salesforce object fields down to the column mapping then select OK button.
Select Next.
Select Finish button
.
Select Yes.
Insertion of record is in progress and we inserted 5 records with out errors.
Now select any of the Record which we inserted through Data Loader and observe the fields given below.
Data Loader salesforce, Data loader for Salesforce, Data loader overview
Data Loader is a tool or Application used in salesforce to import and export bulk data. Through Apex Data Loaderwe are able
to Update, Insert, Delete, Upsert, Export and Export All. Each operation will be different from each other. In this training
tutorial we are going to learn clearly about how to insert records , how to update records , how to delete records, how to export all
records throughdata loaders.
An email will be sent to your E-mail. Add your password before Security token.
Apex Data Loader Features
It has easy-to-use wizard interface.
Data base connectivity.
Supports millions of rows.
Drag and Drop property.
It supports standard and Custom objects.
Detailed success and error report will be generates in CSV file format.
Select OK.
Mapping : Here we have to map the field with studentinfo__c object. In CSV file we just created Fee and id name as
Column Header but in Studentinfo__c object column header names are different with CSV file column header. Map
column header names with each other . Drag and Drop as shown below.
Click Next.
Now Select OK.
Now go Back to your Studentinfo__ Object and open the Record. Fee Paid field is updated from Rs.300 to Rs.3,000.
Select Studentinfo__c object name then browse for Update.CSV file that we created and finally select Next Button.
In next step it gives us an warning message asking us to proceed or not. Select Yes.
Upsert operation is success and select OK button. Then open your Object with which you made Update and Insert
function.
From above figures we observe that Pink record is inserted and Coursename__c in Studeninfo name called Black is
update from course name B.Sc to M.Sc Successfully.
Prepare CSV file and give record ID number to which the record we want to delete.
Select Object name and browse for CSV which we prepared earlier and select Next button.
Records are deleted successfully and select OK button and open your Studentinfo Tab.
We have Successfully extracted total records and open CSV file to view records and fields.
Records and fields with column headers with the names given in our previous article is like above.
Step 3:- Now we are taken to new window select New profile which is shown below.
Step 4 :- Enter profile from pick list which is shown below and select user license and finally give your profile name.
After saving Profile we observe that the profile we created is Custom profile and the check box is check as shown
above.
Now Go to Detailed view select Assign Users to Role. We have to assign users to the role we have created. The users
which we assign will only access the data assigned to this role.
Select All Users from Pick list. Then all users that are available in our account will be displayed. Select users from
Available users block and add to Selected Users.
Save Settings.
To check whether this role is assigned to user manager go to Manage Users=>Users. Select User manager and Edit it.
In Rule Criteria in pick list we have two options 1.Criteria are met 2. Formula evaluates to true. When Criteria are met
option is selected from pick list we have to enter add filter logic as shown above.
Select Save.
In Step 3 we have to specify workflow action .Workflow action will be New task, New email alert, New Field Update,
New Outbound Message, Select Existing Action.
When Add workflow action is select the pick list will have the following options as shown above. We are adding New
Email Alert workflow action from the pick list values.
When New Email alert is selected Email will be automatically sent to the selected users.
Enter the field values as shown above. Select email recipients from available users to selected users.
Finally Save it.
Now go back to workflow rules where we observe above workflow rule as shown. Initially it is not activated. Now
activate it.
Finally creating Workflow rule is successful in our next salesforce tutorial we are going to learn about Approvals, how
to create approvals.
How to create field Updates for workflow rules and approval processes
In our previous salesforce training tutorial we have created new tasks for workflows and approval processes.
Now we are going to learn how to create field updates for workflow rules and approval processes in
salesforce.
Updating field is the process of replacing the old field value with new field value. In this processes we choose the
object name and the field value to update. When we select Object name and field to be updates a new section called
Specify new Field value is available where we can set logic for the desired field to be updated.
How to create field Updates for workflow rules and approval processes
Depending upon the field type that we are updating option values available to update will be different for check box
field type, record owner field type, pick list and other field types.
Check Box
If the field update is to be done for Check Box we have to select true or False. This helps to automatically change the
status of the records when a business process is completed.
How to create field Updates for workflow rules and approval processes
How to create field Updates for workflow rules and approval processes
Pick List
When updating pick list value we can select value from pick list or we can select the values from Specify new field
value.
How to create field Updates for workflow rules and approval processes
Text field Type
How to create field Updates for workflow rules and approval processes
If we want to remove the value in the field select A blank value (null). This option is not available for required fields,
check boxes and some other fields.
Finally save all the settings to complete configuration of the field update.
Folders in Salesforce.com are those which stores data, files, images, reports and Dashboards analytics data. . The list
of folders, which is represented by folder icon will have all report folders.We can create newfolders in to store
Reports and Dashboards. We can set security to these folder as read-only and read/write.
Enter quantity number, sales price, date and description and finally select save button.
Select Leads Tab as shown above and from the list of leads select any of the lead to which you want tocreate new
task. View the lead in detailed view and select New Task as shown below.
Now a new window will be display with different fields like Assigned To, Subject, Due Date, Priority, Status,
Name. Enter all the details.
Salesforce Activities
Select Subject from look up window as shown below.
Now Select Save Button.
Enter Descriptive name for the quote and select Save button as shown above.
Now we have to sync. Select Start Sync Button as shown above.
Now a pop up window will be opened select sync button to confirm syncing.
Syncing processes will be done after few seconds. Select Done.
Enter the product quantity for each item that we selected previously in the quote.
Finally select Save button and successfully we have created Quotes in salesforce. Add discounts to quotes by defining
discount percentage for a quote line item. Discount percentage will be automatically included in the final quoted
price.
Now Go to Customize=>Quotes=>Settings.
When Settings in Quotes are selected a new window will be opened where we have to select the check box to enable
quotes in salesforce.
Select Templates.
Select Edit.
Modifying Quote Template in salesforce
Select Quote template Properties to edit layout, to rename template name.
Now select Email Quote as shown above. After selecting Email Quote an Email Template will be opened as shown
below.
Here we are required to enter the name of the customer, Enter description subject for the Email, Enter Body text of
the E-mail. We can also enter CC and BCC Email Addresses.
After enter all the details as shown above select Send Button. Emailing a quote in salesforce has been done
successfully.
After sending email salesforce records activity on the quotes to which the email has to be sent to the customers. Other
users in an organization are also able to know the data and the time of the email was sent.
Now a Queue page will be appeared in editable mode which have three section Queue name and email address,
Supported Objects, Queue members as shown below.
Create a Lead Queue in salesforce
Enter Label name, Queue name and Queue email address.
After selecting new button assignment rule page will be opened in editable mode.
Enter Rule name and make sure to check the box Set this as the active lead assignment rules check box. Assignment
rule will be active only one at a time.
Select Save.
Now click Save button. Now the page will be opened in detailed view.
Campaign Member Status values.
In Salesforce CRM, new campaigns will have two default member status values they are 1. Sent 2.Responded.
To set up those campaign member status values go to Advanced Tab as shown below.
create new campaigns in salesforce
Now the status values can be replaced with user defined values. Check boxes are checked as shown below.
CRM Databases
Sources of CRM Databases
Databases can be acquired from two sources they are Primary Data Source and
Secondary Data Source
Primary Data Source
Primary data Sources : Primary Data is collected from the source of sales results, cost
information, Distributors reports and feedback, Customers feedback, Marketing activity.
Primary data s collected from households in the form of surveys, experiments,
interviews, questionnaires and observations. This type collecting data is very cost and
also time taking processes but this type of information is some times required by
manager in an organization or a firm.
Secondary Data Source.
Secondary Data Source : Secondary Data is collected from internal records and
external records.
Internal Records Source : In internal records information is mainly from business
operations like sales results, cost information, from customers feedback, internal
marketing research department, sales analyse group, accounting department.
External records : In External Records information is mainly collected from different
publishes data sources, standardized source, marketing data sources and from internet.
Different Types of Technologies used in CRM.
Customer Relationship Management (CRM) is mainly developed due to it’s rapid growth
in it’s technology. Due to different types technologies CRM has evolved n to users
friendly, flexible, low cost and high technology processes.
Data Storing Technology has gone through significant changes between customers and
salespersons they are Voice over Internet Protocol(VoIP), Speech Recognition
technology, social networking applications, e-mail, websites and so on.
The main concept behind any organization or a firm is the ability to collect all the details of the existing customers to
increase their sales and also they try to estimate the needs,desire and preferences of the future customers. To
automate all the process as states an automation software is required. Microsoft Dynamics CRM is one online
CRM software which has great depth and great versatility.
Microsoft Dynamics CRM Features.
1. Microsoft Dynamics CRM has new business intelligence functionality.
2. It is tightly integrated with Microsoft Office.
3. MS Dynamics CRM has advances user’s personalization features.
4. It is also integrated with Share point and Microsoft Dynamics NAV.
5. It has Role-based Forms and Views.
6. Best Configuration settings capabilities.
7. It has customization and sharing features.
8. Microsoft Dynamics has online CRM Solution with Microsoft Dynamics Marketplace feature.
9. Cloud Storage, Cloud Development, Cloud Deployment can be done with Microsoft Dynamics.
Microsoft Dynamics is in leader position which means leaders which has substantial scale, Share market, global
service resource. All these features are provided by Microsoft Dynamics Customer Relationship Management.
Microsoft Dynamics CRM Software integrated Packages.
We have already understood that Ms CRM Software has functional features with enhanced tools and integration
with Microsoft Applications like Microsoft Word, Microsoft Excel and Microsoft Share Point .Microsoft
Dynamics has extended it technology to social media, mobile access and key feature like accessing data from
Sunglasses and watches.
Different Companies with in the same niche like Salesforce, Sugar CRM, Workbooks CRM, Insightly, Nimble,
Netsuite, SAP, Oracle CRM, Sage CRM, Salesnet, Veeva CRM, Siebel are the different types of CRM vendors .
Share
By Using SharePoint we can store and share the data like contacts, tasks, meeting events and many more data. When
sharing a data using SharePoint, the shares data can be made to put on colleagues, customers, partners and general
mobile contacts Social media networks like Facebook, Twitter and so on.
Organize
SharePoint syncs all your data and colleges data to desktop. When a system is connected with internet automatically
offline files can be synchronized wither their online counter parts.
Discover
SharePoint itself acts as a search engine. We can track all the data which is stored in SharePoint. Retrieving and
Discovering the data can be done. To discover data Microsoft Excel, Excel Services, Power View and PowerPivot tools
can be used in SharePoint.
Build.
New applications can be build for Office 2013 and SharePoint by using Cloud. Applications can be build by using
JavaScript, HTML, OAuth protocols.
Manage
SharePoint provide mature, maintainable and manageable environment to mange data and applications. To manage
data Microsoft 365 and cloud storage services are required.
SharePoint Central Administration(SPCA)
When a SharePoint Server is downloaded and installed we get Administrative console page called SharePoint Central
Administration(SPCA). SPCA is a website on SharePoint Server. SPCA is used to manage, administer and monitor
SharePoint server.
Share Point Central Administration
Application Management : New applications can be created and Web Applications can be managed .
Monitoring : Here list of tools available for checking issues and solving problems.
Security : Administrative accounts are managed here.
General application Settings : Site directory, Search engine settings, content deployment, form services can be
managed here.
System Settings : Servers can be manages here.
Backup and restore : Here we can take Backup and restore the data.
Upgrade and Migration : Upgrading and Patching tasks are done here.
Apps : we can manage installed applications and apps licences.
Configuration wizard : SharePoint farm can be configured from scratch using Configuration wizard.
Now go to Customize=>opportunities
Now select Fields.
Now go to Opportunity Custom Fields& Relationships Section and select New Button as shown.
Paste the code as shown above and Select Treat blank fields as blanks radio button in Blank Field Handling section.
Converting 15 digit Salesforce opportunity ID to 18 Digits
Select Visible button as shown above and Select Next Button.
Now enter the name for the static resource in the Name field as CustomObjectHelpText.
In the file select Choose file and upload PDF Document. Leave Cache control as Private.
Now Click on Save.
Uploading PDF Document to salesforce using static resources has been finished.
Creating visualforce page.
PDF Document which is uploaded is stored in salesforce now we have can use that PDF Document as reference with
visualforce page. TO reference with visualforce page we have to create new visualforce page as shown below.
Go to Setup=>Develop=>Pages.
Click on OK.
Some conditions to be followed after setup and configuring Salesforce for Outlook software are as follows.
Syncing method between Salesforce and Outlook.
Setting common time Zone for users.
Automatic insertion of e-mails into Salesforce.
Now Close Outlook .
Downloading Salesforce for Outlook Software.
Go to Setup=>Desktop Integration=>Salesforce for Outlook.
Select Download Button as shown above.
Select Save.
Now Double click on the downloaded application.
Select Next.
Select Install.
After finishing settings gray item icon is changed to Red Icon. Select Close Button.
To test how many contacts are synced, the contact records in Salesforce appears in the Salesforce folder as shown
above.
Chatter objects
In an Organization Sales representative is a person who woks on many opportunities and the customers or user(Sales
manager) follows Sales representative on Salesforce Chatter. When Sales manager follows Sales representative on
Chatter he can get all updates of sales representative. From above data model User is Sales manager and User Object
is Sales representative. Entity Subscription object supports many-to-many relationship between sales manger and
Sales representative.
Salesforce Chatter Data model – Feed
After Selecting Chatter Tab to selected Tabs list and select Save button.
What are the different types of Chatter Licences ?
In Salesforce.com Chatter licences are of 3 types they are.
Chatter External Licence type.
Chatter Free Licence type.
Chatter plus Licence type.
How to enable Salesforce Chatter invites ?
To enable Chatter invites go to Setup=>Customize=>Chatter=>Settings.
Now click on Post Button as shown below and enter the message to be updated.
Click Share.
How to post a Comments ?
To post a comment we use different tags example:- @prasanth, @salesforcetraining.
Salesforce Chatter Features.
Press Comment button after entering Comment. We can also add files in comments.
How to add a Link in Salesforce Chatter ?
If we want to add some website URL in salesforce chatter Go to Chatter Tab and click Link button.
Select link as shown above and Enter Link URL and Link Name as shown below.
Enter message
and finally select Share Button.
How to Share Chatter Polls in Salesforce ?
In Salesforce.com we can share Chatter polls to our friends and colleagues or a group of member’s. Through Chatter
polls we can gather opinion polls efficiently and quickly.
We have already learned how to update status. Now we are going to learn how to add topic to that chatter status. We
use “#” tag. In Chatter we can add topics to our own post and also for other posts in the feeds.
Select Pick list button and select Bookmark as shown above. We can add any number of posts in Bookmarks as there
is no limit.
Select Feed Tracking. Administrator can enable Feed Tracking by checking check box.
We can upload files from our local machine by using Files tab as shown below.
Select Files Button to upload new files to the cloud. Files which are uploaded to the cloud can be shared, can be
deleted and can be modified.
Select Upload Files button to upload files to the cloud. Then browse for the file in the local system and select Upload
button then the file file will be uploaded and uploaded file will be shown as below.
When we select Upload new version we can upload new version of a file.
Sharing Files
Sharing Files can be done with people, with groups and via link.
Sharing Files with People.
In sales force automation Accounts can be managed by using Accounts tab. Accounts can be sorted by using standard
views and customized views. Activities of those accounts can also be manged.
In our next Salesforce Training Tutorial we are going to learn about salesforce Automation with an example.
In Blank Field handling select Treat blank fields as blanks and Select Next.
Salesforce Automation Examples
In field Level Security Select visible to every profile and Finally click on Save button.
Testing the code.
Now go to any opportunity record and open in detailed view.
Successfully we have derived year and month values for the opportunity close date using formula field.
Select available for use Check box, Enter e-mail template name and enter Email Body as shown above and
Select Save.
Now go to Create=>Workflow & Approvals=>Workflow Rules.
Select Continue.
In time trigger we have to give Time to which the trigger is to triggered. We have given as 21 days Before Opportunity
Close date. Here the Trigger will be triggered before 21 days when Opportunity is going to close.
Now we are taken to new page go to Time-Dependent Workflow Actions and from drop down menu select New
Email alert.
Enter all the details as shown above and select recipient Type as Owner and select Save button.
Now Select Done.
Select Activate.
Now select Object name as Opportunity from drop down as shown above and select Next button.
Now we are taken to new page Enter the name of the new workflow rule as Set Opportunity name.
Enter the description and select Evaluation Criteria option as Every time a record is created or edited as shown above.
In rule criteria select Formula evaluates to true and in the formula editor paste the following code NOT ( CONTAINS
(Name, Account.Name ) )
.Now select Save & Next .
Go to Add Workflow Action and Select New Field Update.
Enter New Field Update name as opportunity name Update and Unique name will be automatically generated. Enter
description and select field to update option to Opportunity name as shown above.
Select use a formula to set the new values in Specify New field value and enter the formula asAccount.Name & ” ”
& Name.
Select Save Button.
Sales Force Automation
Select Done.
Select Next
Button.
Enter Rule name as Set opportunity Close Date and enter Description.
Generating default Opportunity close Date with Field update
Enter all the details as shown above and in formula editor enter the following code NOT (IsClosed).
Now Select Save and Next.
Go to Add Workflow Action and select New field Update.
Generating default Opportunity close Date with Field update
Enter field update name as Set Opportunity Close Date and unique name will be automatically entered. Select field to
update as Opportunity Close Date.
In Specify New Field Value select use a formula to set the new value and enter the formula as Now () +21 .
Select Save Button.
Select Done.
Activate the Workflow rule by selecting Activate button.
Answer:
Description Limits
Total number of SOQL queries issued for Batch Apex and future methods 200