admin session 4 8 notes

8/18/2019 Admin Session 4 8 Notes

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Session -4 :

Role : Role in the organization specifes the structure/Hierarchy o the company/organization

:It will indicate who has to report the work to whom

Steps to create a Role :

! Setup- "dminster #anage $sers Roles%ew Role

Step : Role %ame

Step &: Reports 'o

Step (: Role %ame )isplayed

*::+:: In how ways we can see the Roles

"%S:: ,ist iew

'ree iew

Sorted ,ist iew

I::+:: )id you work on 'erritory .ased roles

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

rofles

rofles: rofle *ontrols the ollowing

! Standarad and *ustom "pplications that user can access

&! Standard or custom 'a.s that user can see and "ccess

(! Standard and *ustom o.0ect that user can access and Specifes the *reate/Read /1dit /)elete

operations that user can perorm on the o.0ect

4! 2ield le3el security in the o.0ect is controlled .y profles

! "pe5 *lasses/ isaulorce pages that user can see and "ccess

'here are two types o profles

!Standard rofels

&!*ustom rofles

Standard rofles: 'hese are the profles which are created .y the Sales2orce to meet the glo.al

re6uirement and Standard *R# unctionality


2/31

15: System "dmin

#arketing $ser

*ustom rofles:

'hese are the profles which are created .y the user to meet the organizations .usiness

re6uirement!

13ery *ustom profles which we create should .e a clone o e5isting profle!

%ote: 13ery profle is created or a specifc license and it can .e assigned to the users who ha3e

purchased same license

Steps to create rofles:

Setup"dminister#anage $sersrofles %ew rofle

Step : Select the 15isting profle

Step &: Select the ,icense

Step ( : 1nter rofle %ame

Step 4: Sa3e

Step : #ake the *hanges .ased on your need!

$ser::

Steps to *reate a $ser:

Setup "dminister#anage $sers$sers%ew $ser

*::+:: 7hich felds are mandatory to create a user

! ,ast %ame &!%ick %ame (!1mail Id 4! $ser %ame !Role 8!rofle 9! ,icense

*:+:: I once the user is created can we delete him

"%S: %o once user is created we cannot delete him

I:+:: 7hat is the di;erence .etween 2reeze and )eacti3ate

"%S: 7hen you reeze the user he will not release the license he is holding

7hen you deacti3ate the user he will .e releasing the license and we can assign to some

other user!


3/31

+:: How to load the documents rom * to salesorce ser3er

"pplications :

'here are two types o applications

!Standard "pplications

&!*ustom "pplications

Standard "pplications: 'hese are the applications which are created .y the salesorce to meetthe glo.al *R# re6uirement are said to .e standard applications !

15: Sales

*all*enter

#arketing

*ustom "pplications: "pplications which are created .y user to meet the .usiness re6uirement

o his organization!

+:How to .uild the *ustom "pplications

%a3igation : Setup


4/31

"ns :: 7idth :(== @ A Height : @

I::+:: 7hat will happen i you donBt gi3e a logo

"ns :: Salsorce deault logo is gi3e or your app

Step 4: Select the ta.s which you want to display in the application

I::+:: 7hat is deault landing ta.

"ns : :'he ta. which we selected as deault landing ta. that ta. data will .e displayed on the

frst page o the application

Step : Select the profles to whom you want to display the application

'here are two permissions

isa.le )eualt

Ck %C DDDD"pplication is Reada.le

Ck Ck DDDD"pplication is Reada.le and when user logins in with this

profle this

"pplication will .e opened

%C %C DDDD"pplication is 3isi.le to this profle

*::+:: How many custom apps we can .uild

"ns : 'his depends on the Sales2orce 1dition that you ha3e purchased!

$nlimited 1dition : $nlimited "pplications

1nterprise : = "S

)e3eloper : = "S

roessional : "S

Eroup 1dition : "

*ontact #anager : "

ersonal : %/"

C.0ects: C.0ects are nothing .ut the ta.les in the regular data.ase!

: I we want store any type o data in Sales2orce that will .e stored in C.0ects


5/31


6/31

&!'e5t

"uto%um.er : System will autogenerate the no .ased on the ormat what we ha3e gi3en

15 : 1I)-====J

Staring with :

1I)-===

1I)-===&

'e5t : I we select te5t user has to enter the data

%ote: %ame feld is a re6uired feld

Cptional 2eatures: 'hese eatures can .e ena.led or disa.led at any stage o the application!

'here are three optional eatures

! "llow Reports: I we want to create reports on this o.0ect this eature should .e ena.ledA

Cnce you ena.le it Sales2orce will create deault report type on this o.0ect!&! "llow "cti3ities: I we want to create task or e3ent on this o.0ect then this eature need to

ena.led!(! 'rack 2ield History : 'his will track the feld ino like when it is modifed and who has

modifed

)eployment Status:

! In )e3elopment : I we select the status as in )e3elopment this o.0ect is not ready or

access and only System "dmin can access&! )eployed : 'his o.0ect is ready or access e3ery once can perorm )#, operations .ased

on their permissions!

Cne 'ime C.0ect *reation Cptions: 'hese options are a3aila.le only at the time o creating a

o.0ectA Cnce o.0ect is created we cannot ena.le or disa.le these options !'here are such options

! "dd %otes and "ttachments: 7hen we ena.le this option we will ha3e %otes and

"ttachment related list in the detail page o the o.0ect where we can attach corresponding

documents to the records!&! *reate *ustom 'a. on C.0ect *reation: I we ena.le this option once o.0ect is successully

created immediately it takes you to the ta. creation age!

%ote :"ll the custom o.0ect are appended with KKc A15: *ustomerKKc

'a.s: 'a.s are the interace .etween the user and C.0ect/ 7e.page / isual orce age

'here are three types o ta.s


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! *ustom C.0ect 'a.&! 7e. 'a.(! isual orce age 'a.

*ustom C.0ect 'a. : I the user wants perorm any Read/ *reate/ 1dit /)eletion operation on the

o.0ect he needs an interace to open the o.0ect that interace is 'a.! 7hen you click on this ta.

corresponding o.0ect will open and we perorm the operation on it !

Steps to *reate the *ustom o.0ect 'a.:

%a3igation : Setup


8/31

Cwner Cwner ,ookupL$serA+ueueM %o

%ame "ny 'hing "uto%um.er A'e5t ,a.el %ame A)ata'ype

*reated .y *reated.y ,ookupL$serM %o

,ast#odifed


9/31

8!*ase sensiti3e : i case you want to consider the caps and small di;erent then select case

sensiti3e

9!)eault : 'his 3alue will .e displayed in the feld whene3er the feld is loaded in the page

N!2ield ,e3el Security :

rofle isa.le ReadCnlySystem"dmin C> %C "ll the users with admin profle can

read/write the feldSystem "dmin C> C> "ll the users with admin profle can

only read the feldSystem "dmin %C %C "ll the users with admin profle

cannot see this feldSystem "dmin %C C> 'his com.ination is not allowed

)ata 'ype : 'his will indicate the type o data data that we can enter in the feld and range othe data!

! 'e5t :

)ata 2ormat : "lpha %umeric

#a5imum ,ength : & *haracters

Single/#ultiple ,ines : Single ,ine

(! 'e5t "rea :

)ata 2ormat : "lpha %umeric

#a5imum ,ength : & *haracters

Single /#ultiple ,ines : #ultiple ,ines

4! 'e5t "rea L,ongM

)ata 2ormat :"lpha %umeric

#a5imum ,ength : (&98N L it can grow upto A(====P M

Single /#ultiple ,ine : #ultiple ,ine

#inimum ,ength : &8 characters

! 'e5t "rea LRichM

)ata 2ormat : 2ormatted )ata


10/31

#a5imum ,ength : (&98N Lit can grow A (=A===PM

Single /#ultiple ,ines : #ultiple ,ines

#inimum lines : = lines

Steps to create a te5t feld :

%a3igation : Setup


11/31

iew : only the users with 3iew 1ncrypted 3iew will .e a.le to see this feld

: It supports inline edit

7e cannot use encrypted felds in searchA ormlessA *onditions 7e can display the encrypted felds in search results


12/31

ick ,ist : 'his is a dropdown list

It allows === options in the pick list

#a5imum length o each option is & characters

"ll the options together it can .e ma5imum A=== characters

7e can sort the options .eore we display in the pick list

In case we want we set the frst option as deault

Cnce the pick list feld is created we can add/ remo3e /replace /edit the options

*:+:: 7e ha3e = records with city QHydB and "dmin has remo3ed the option o QHyd Q rom

the city pick list feld 7hat would .e .eha3ior

"ns: Cld records which ha3e selected QHydB still can select QHyd Q

#ultiSelect ick,ist : 'his is 0ust like a picklist where we can select more than one option at a

time !

It can ha3e = options

7e can select == options at a time

#a5imum length o each option is 4= characters

#a5imum length o all the options together == characters

2ield )ependency : 7hen 3alue o one feld controls the 3alue o another feld we call it a

feld dependency


13/31

*ontrolling 2ield : it can .e any o the I*>,IS' feld or *H1*>,IS' feld or #$,'I S1,1*' I*>,IS' feld

*:+:: 7hich statement is true a.out the feld dependency

"%S:::i the controlling feld is a picklist feld it can not ha3e more than (== options in it

*::+:: 7hich o the ollowing statements are true a.out feld dependency

! Standard feld as controlling and *ustom 2ield as )ependent

&! Standard feld as *ontrolling and Standard feld as )ependent

(! *ustom feld as *ontrolling and *ustom feld as )ependent

4! *ustom 2ield as controlling and Standard feld as )ependent

Relations:

'hese are used to create /esta.lish a relation .etween two or more o.0ects

! #aster-)etail Relation

&! ,ookup Relation

(! unction C.0ectL#any to #anyM

4! Hierarchal Relation


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#aster-)etail Relation

! #aser )etail Relation is Cne to #any relation

&! 'his feld can .e created only on the o.0ect which doesnBt ha3e any prior data on it !

(! 'his is a re6uired feld !

4! 'he o.0ect on which we ha3e created master )etail that o.0ect is called )etail

C.0ect /*hild C.0ect /Related C.0ect

! 'he o.0ect to whose record the master )etail feld is reerring that o.0ect is called#aster C.0ect

8! 'he C.0ect on which we ha3e created #aser-)etail feld that o.0ect will not ha3e

owner feld!

9! 'he owner o master record will .e the owner o the record!

N! I you delete the master record child records are also deleted !

O! 'he *hild records which are deleted due to deletion o master record will not mo3e

recycle .inA


15/31

"llowed "llowed "llowed

!"n o.0ect can ha3e only two master Q feld on it

! " & ! " < (! " < *

T T T T T T

< -------- --------------------

T T

* )

"llowed "llowed %ot allowed

&! *hild C.0ect can .e arent to some other o.0ect up to three le3els

! " &! " (! " 4! "

T T T T

< < < <

T T T

* * *

T T

) )

T

1


16/31

"llowed "llowed %ot "llowed "llowed

(!C.0ect which has two parents on it can ne3er .e a parent to some other o.0ect

" 5 " @

T T T T

-------------------- < U

T T T

* * V

T T T

) -----------

T

)

%ot "llowed "llowed

Steps to *reate a #aster detail feld

%a3igation: Setup


17/31

Step: Select )ata 'ype as #aster-details

Step &: Select #aster C.0ect

Step (: 1nter 2ield )etails

! 2ield ,a.el : *ustomer )etails

&! 2ield %ame : *ustomer )etails

(! Sharing Settings : Select the #inimum le3el o access re6uied on #aster o.0ect

to perorm

Read /1dit/)elete /*reate on child records

Step 4: 1sta.lish the feld le3el security

Step : "dd the feld to the *hild o.0ect deault page layout

Step 8: "dd the feld to the parent o.0ect age ,ayouts

unction C.0ect : C.0ect on which we ha3e two master detail felds on it that we call it as

0unction o.0ect!


18/31

! 'his 0unction o.0ect will maintain many to many relation

&! 'he frst master detail feld that we ha3e created will .e primary master

(! 'he second master detail feld that we ha3e created will .e secondary master

4! unction o.0ect will inherit look and eel and owner ship properties rom primary

master

! unction o.0ect related records are displayed in .oth the masters

8! I 0unction o.0ect has more than &== child records or particular master record then

we cannot

delete that master record!

,ookup Relation:

! It also maintains Cne to #any relation&! 'his is not a re6uired feld(! 7e can create a lookup feld on the o.0ect which has data also4! I delete the parent record corresponding child records are not deleted!! 7e can a3oid deletion o parent record i it has child8! Cwner or the parent record and child record can .e same or di;erent9! 7e can create & lookup felds in a o.0ectN! 7e can create a sel lookup relation !

Hierarchical Relation:

! 'his relation is created on user o.0ect!

&! 'his is used to esta.lish the relation .etween two users !


19/31

*ertifcation +uestions on Realtions L4= F&=M :

!7hat is the ma5imum num.er o master-detail relationships that can .e created ona custom o.0ect

"M


20/31

"! #aster-)etail


21/31

=O!In a recruiting applicationA salary is a child o.0ect to a parent position o.0ect 3ia a#aster-)etail relationship 'he min pay and ma5 pay felds o salary o.0ect cannot .emodifed when the osition status on the parent is W"ppro3eW! How would a de3eloperdesign this

"! *reate a isualorce component on the position detail page

*! alidation rule on position o.0ect)! 2ormula feld on the salary o.0ect1! alidation rule on the salary o.0ect

!7hat is true a.out a 0unction o.0ect"! " custom o.0ect that has two #aster-)etail relationships

(!In a #aster-)etail relationshipA what happens when the a record is deleted rom theparent o.0ect

"! arent record alone gets deleted

*! C.0ect with two lookup relationships)! C.0ect with two #aster-)etail relationships

!7hat is true a.out a master-detail relationship lease select two L&M choices!

"! 7hen the parent record has .een deletedA all the child records will .e deleted!


22/31

*! Uou ha3e to e5pose the master lookup feld on the child detail page layout!

)! Uou cannot delete a child record

8! Roll up Summary 2ield works in the case o which relationship Select the correct

choice

"! #aster )etail

)! alidation Rules

1! ,ookup

2! )o not lookup

E! #aster to all

Roll up Summary :

!'his feld can .e created only on master o.0ect L in the master detail relation M

&! alue o this feld is calculated rom the corresponding child records

15:

*ustomer 'ransaction

'ransactioId

*)etails 'ype "mount

'-= *I)-== )ep ==== '-=& *I)-== )ep &==== '-=( *I)-==& )ep &==== '-=4 *I)-== 7it &==== '-= *I)-==& 7it ====*ustomer and 'ransaction has realtion o master-)etail where *ustomer is a master and

'ransaction is a detail o.0ect

!7here can we create a rollup summary feld in a.o3e conte5t : *ustomer C.0ect

Roll up summary feld 3alue is compute .y any one o the operations

!*ount : 'his gi3es the no o child record or a gi3en master record !

L'he Records which are participating in the relationM

15: *I)-==------Sam-----Sa3ing

*ustomer

Id

%ame "ccount'y

pe*I)-== Sam Sa3ing*I)-==& Ram *urrent


23/31

T------'-=----)ep---====

T-----'-=&----)ep----&====

T----'-=4----7ith----&====

*ount : (

%ote : I we say include only the 'ransaction type :)ep in the Rollup then will .e &

&!Sum : 'his will return us summarized 3alue o gi3en feld rom the child o.0ect!

:7e can choose any one o the ercentage A%um.er A*urrency feld rom the child

o.0ect!

15: *I)-==------Sam-----Sa3ing

T------'-=----)ep---====

T-----'-=&----)ep----&====

T----'-=4----7ith----&====

Sum L"mount M : ====

%ote : I we gi3e a flter saying only those records whose transaction type is )ep to

participate in the

Rollup Summary then Sum will return :(====

(!#in : 'his wil return the minimum 3alue rom the gi3en feld o the *hild o.0ect!

:2ield can .e any one o the L%um.er AercentageA*urrencyA )ataA)ata'imeM

15: *I)-==------Sam-----Sa3ing

T------'-=----)ep---====

T-----'-=&----)ep----&====

T----'-=4----7ith----&====

#inL "mount M : ====

4!#a5 : 'his wil return the ma5imum 3alue rom the gi3en feld o the *hild o.0ect!

:2ield can .e any one o the L%um.er AercentageA*urrencyA )ataA)ata'imeM

15: *I)-==------Sam-----Sa3ing

T------'-=----)ep---====


24/31

T-----'-=&----)ep----&====

T----'-=4----7ith----&====

#a5L "mount M : &====

*:+:: How many flter conditions we can write

"ns: conditions

*:+::7hich felds we can use

"ns : *hild o.0ect felds

*:+:: How many rollup summary felds can .e created

"ns : :=

Steps to *reate the Rollup Summary feld:

%a3igation: Setup


25/31

!'e5t

&!)ate

(!)ata'ime

4!%um.er

!*urrency

8!ercentage

9!*heck.o5

'here are two types o ormules in the salesorce

!Simple 2ormules : 'hese are created to .uild simple logic using the felds which are

compata.le with

return type what we ha3e selected !

"d3anced 2ormules : 'hese are created when we ha3e a comple5ed logic and we can

use felds o the

o.0ect on which we are creating ormule and parent o.0ect felds

'o support the ada3anced ormules salesorce ha3e gi3en some predefned unctions

,ogical 2unctions :

"%): 7hen all the gi3en conditions are true this will return true

15: 1mployee with age a.o3e & and e5p a.o3e 8 years should .e selected

"%)L "geKKc ?& A15pKKc?8M

I2 : 7hen we ha3e two options where contion is true return option else return option &

1mployee with age a.o3e & and e5p a.o3e 8 years is selected else re0ected

I2L "%)L "geKKc ?& A15pKKc? 8M A QSelectedB ABRe0ectedBM

I L*ondition A stmt AStmt &M

*"S1 7hen we ha3e more than two choices we will use *"S1

*alculate InterstRate :

1ducation : &


26/31

ehicle :4

ersonal: 8

Housing :N

*"S1L,oanK'ypeKKc A

Q1ducationBA =!&A

QehicleB!=!4A

QersonalBA=!8A

QHousingB!=!NA

=

M

IS%$,, : 'his will return true i the feld 3alue is null A'his is used or checking numerical 3alues

and .lank 3alue is ne3er considered as %$,,

IS%$#


27/31

RC$%)L=!OMDDD

8!S+R'LOMDDD(

9!E1C,C*"'IC%L lon AlatitudeM

N!)IS'"%*1L gAg&AunitsM

O!IS",$1LfeldA)eualtM

!,CEL&(M

&!,%LM

(!#"@L&=A(=A4=MDD4=

4!#I%L=A&=A(=MDDD=

!#C)L &(A&MDDD

)ate F'ime

!'C)"ULM DDDReturns todayBs date

&!%C7LM DDDDReturns current date and time

(!)"'1LUearA #onthA)ayM : )"'1L&=4A&A&M

4!)"UL)ateM : It will return the day o the month

)"UL)"'1L&=4A&A&MMDDD&

!#C%'HL )ateM :Returns month in the year

#C%'HL)"'1L&=4A&A&MMDDD&

8!U1"RLM : 'his will year in the date

U1"RL)"'1L&=4A&A&MMDD&=4

9!)"'1",$1L e5pressionM : 'his will con3ert the date and 'ime 3alue to date

'e5t :

ISI*>",Licklist2ield AliteralM : 'rue

'ype : )ep A7ith A1#I


28/31

7ithdraw : Ser3ice 'a5 is == A Z o amount

I2 L ISI*>",L'ypeKKcAB7ithdrawBM A == AamountKKc[=!=M

I%*,$)1SL #ultiSelectick,ist A literalM :'his will return true i the gi3en literal in theselected list o 3alues


29/31

Housing : &=

Security :"ssert :

(8

I2L ISI*>",LSecurityKK*AB"ssertBM A (8A

*"S1L ,oanK'ypeKKcA

Q1ducationBA4NA

=

M

M

alidation:

"ny one who want to apply or a loan .ased on salary they cant lea3e salary feld .lank

"ny one who want to apply or loan .ased on "ssers they cant lea3e assercost .lank

*ustomer :

"ccount 'ype : Sa3ing A*urrent ASalary


30/31

Sa3ing : &===

*urrrent :(====

ISI*>",L'ypeKKcAB7ithBM A

L CRL "%)L ISI*>",L*ustomerKKr!"ccount'ypeKKcABSa3ingBM A

*ustomerKKr!",L*ustomerKKr!"ccount'ypeKKcAB*urrentBMA

*ustomerKKr!",L'ypeKKcAB1#IBMA )"UL'ransactionK)ateKKcM?M A "mountKKc[=!=A

= M

I any one is paying Income'a5 ater = th "ug they ha3e late ee o ===

I2 L "%)L)"ULaymentKKcM?= A#C%'HLaymentKKcM?9MA ===A=M

I any trying change the password .eore = days o last modifcation

"%)L IS*H"%E1)LasswordKKcM AL'C)"ULM-)"'1",$1L,ast#odifed)ateMM\=MM

I2 the city what what you ha3e selected is in HydA*heAune then you should enter pancard

3alue

"%) L*C%'"I%SL*ityKKcABHU):*H1:uneBM AIS


31/31

%ame :

"ge :

*hild :

#y%ame DarentKKr!%ame

admin session 4 8 notes

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