salesforce admin capital info
DESCRIPTION
Capital info notes for Salesforce available freely on their website.TRANSCRIPT
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PREFACE
This book has been developed especially from the idea of glance look learning. This book helps
for individuals who want to learn things with in short time. From this idea I started writing this
book which will be helpful to the professionals to learn quickly without missing the things.
While writing this book I faced many difficulties in which reduction of 3000 pages to 200 pages
is the main. After all my hard work from the 3 months I was able to bring this book in front of
you to use it responsibly. Bringing easier way of learning to the students is the idea behind
making complex things to simpler. I would like to thank all the people who inspired and helped
me in writing this book.
“Experience the joy of learning”
Capital Info Solutions
F.No : 106, KVR Enclave,
Beside Satyam Theatre, Ameerpet, Hyderabad.
Ph:+91 86 86 86 42 86
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Profiles:
First way of creating a Profile:
Click on the Your Name Setup
Go to Administration Setup Manage Users Click on Profiles
Click on the “New Profile” button for creating a Profile
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Give Profile Name here
Second way of creating a profile: Cloning the existing profile
Click on “Clone” link for cloning the profile
Give Profile Name here and click on “Save” button
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Users:
Go to Administration Setup Manage Users Click on Users
Click on “New User” button for creating a user in Salesforce.com
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Enter the details in the following page and click on “Save” button
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The following screenshot shows the information about the assigning profile to user
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:No-1
06,K
VR ENCLA
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\)eynil€sior, S"Is a-d Oo7n to -Jfl.. v*y4
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ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Fo'o *he v4et d"tai[ P^0,- t'\)e 6an ^csi,n yerr''i<sio''\-e',nrro/e a peyvrni *ior> SeY A5,ii7rrr.ertt
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Permission Sets:
Click on the permissions from the following screenshot. Capita
l Info
Solut
ions,F
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VE,Ph:8
6 86 8
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Ex: Click on Object and Field Permissions
Click on the "Contacts" from the following screen.
Capita
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Solut
ions,F
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VR ENCLA
VE,Ph:8
6 86 8
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6
Assigning Permission Sets to Users:
Go to the User's details page which we want to give access and go to the "Permission Set Assignments" related list.
Click on "Edit" button
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Click on "Save" button and check in the User's detail page
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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dovst/^J/.[--
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:No-1
06,K
VR ENCLA
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:No-1
06,K
VR ENCLA
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fu3r -Tl,i. scyee. ,Z $" s"\"'ly 1L' +1" *o t' t cLJ.Jo J.trn lhe C*"tro." 1rp['.ol'., .\,tk or, -lt,e ' N" of " [*[..",
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Solut
ions,F
:No-1
06,K
VR ENCLA
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+"''
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ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Apps:
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Solut
ions,F
:No-1
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VE,Ph:8
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PDFaid.Com#1 Pdf Solutions
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:No-1
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Solut
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:No-1
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There are standard and custom apps that are accessed using the App menu located at the top-right of the Salesforce page as shown in the following screenshot:
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Solut
ions,F
:No-1
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VR ENCLA
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Q[5fs'
f obje*' aYe d'.,},oV*" *otte' +J 'lt-'-
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:No-1
06,K
VR ENCLA
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:No-1
06,K
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/4,\J'
ryru'Cao cru*e
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:No-1
06,K
VR ENCLA
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N# '' d{ ' we do.u"^ob cl.".k -fl.,.
xle-ur G,.s{r,- -f"b rn:i.a"J f:: alrov.
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:No-1
06,K
VR ENCLA
VE,Ph:8
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ho*.p7" +" lhe **Y qY*"'Grslo" Tolrs: -/\..,A. '1,a z1--'
A Grs[,- {.t iA a \)6e'(
cveale fu d"bd"A (urlo'- $e..t dob"
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:No-1
06,K
VR ENCLA
VE,Ph:8
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+, Crea{l.e a %t: --;rr,.rr..-) - *
- " -! r t '' , I
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t',-{h. oLje.L d*f do*n h'[- sdepl tL'' {;'.t :
qe cL-ck 6 -tt,. -l*t {1. l^oLY tzrvn lro Leu"'ch .1h. *'b d'dL
gel"-$"t' r', :
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:No-1
06,K
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VE,Ph:8
6 86 8
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Objects:
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Solut
ions,F
:No-1
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VE,Ph:8
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6
Capita
l Info
Solut
ions,F
:No-1
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If the "Launch New Custom Tab Wizard after saving this custom object" is checked while creating the object, then after clicking on the save button, Enter the details for the tab.
The following screenshots gives the creation of the tab for an object
Capita
l Info
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ions,F
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Capita
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Solut
ions,F
:No-1
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VE,Ph:8
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t- tue Can dJdt o,sl-,. 1aa^&. tDe Con C.eate ^rnor c
G,'sb., -f,.1a^
Z . Hav c 4lT Nao.,e .
L7
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
6 t'E rncans
tDc |^lan. -].
Ua'rlc[tez ,n:h,J.o". ro.e
6 PI N.la rn<.,1
E- *:
&"y!CI SeYo* Name
l-* satrt-rB
dd :rh**, ,- &'.,, 1o -$"r& oA1
t,rr""+ -\o J.ctor. ttrs arfie_d
treld ilome = O.*re6PI Nlo-c .= e ohr"-- C
1x1t.'d*prt -$" & sb,;^'A ot e.ls'J
L -z'
[* otr sd*3t--, dA G,o-loqz<-
J,sr\".t *h.'ob1".f
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T
9o 1o C,,str-", $^*' 'eJ*I*.,=l-,rp,
.L
c L.k oh ' Nte,r'' b..rt[*Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Vr" xlarne
Lr s"t ,,7L'err t&'^P
L c".aVL o! "l'
L cb.k o- o.tr o\"u.-|
.tQo -[o -il" Gr.lo- F..il^ & pJo]or.,.L,f seJ+-.,
Jc[tk oyr - Nte- " hrttur.,.
lrt kbd ? {#'-I : cl*r.
i",,f*-r+*., +-k -{h"
il G,*to Nlu-ter: -4,a., 4.-^.^-.-
L*: d{ *L,.
str{,y+r,, -[rsl
d,,p\"A &**occ- {o""}trl.. ^tey -= ooo
rccod , a<*-i|l"Q cc - {oo"}
G,.lo* 4W -.--./.\-/vv OL,_*,-J^v-
ih. -fi'al \r. w{-* *d$*Gi"L- 4al rcil\ c"'*-;
Acc -loo ,l2q
11" h" 4
a s6*l'* 3^"^l'*A s\ueaa "quroter +'d*
"*'i\'{-"rtloe do["" 'T[^,. -*-t., ,h -.d-ri.^lV ;*r.,-*"d -fo *.1.,Yl(,r,t> ."aord-
Fo"
a''d +' *he gec..,"d :,.c^o.d- *h e
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
a',d so o.,
i;;ch..kL,.'^..,t-^..,,rry
. t l- lr A{ YAYSL
6[Lorn" waetE -b sete't a T>v^c(che tk"d ) tv Fah'
(u,-,,.f^'".t.d r VJ/e '
-1h" ueev ,*",#. sL.*\d Lt \' L'@ -+ c\^'ttktJ [rto" " )
Q -> o^c['"'kcd ( Fot"")'
u1€.rs lt o*t" a Jo\to. o{ o\L'" r Cpt'^V ,.raAtb'^r
,,,
o** vaL-'e o.Jorrnount'
d,{ +" -[aA valr^e ,'6 tooo , -th.', in ''t1,," J.t iL yA.-#6r i+ a,,"{o*ol.^,? oilo 'ix," doLto, symbol U4.. +. vrL,"
4 $ toocP ,\De 6a\ €"'hu,(. *f\ kai?t
^T,6r, vse(s -{, ..,t., o et" or picL a d..Yi- *"- o
p"py cpJ,&r ?a, +ly lro,_v) *&. l=4[o*r users -\o o.,1" , o dot" ,^d -h,..., o,
J.'-Ut^\ -$'**I"s *u -["U ah a a^'v*,fl
fi.k a Mlu fro,- o frff C;r;f"'' rDL'"..' w3e(s cL:k a dat" i,^'
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
It
\'9 Etnal :a'-a'-6lb*. vse{, 1, t-"-'|"" cxr eaa''\
-t e,.svtc ;,"oft' &**tTh. useY **f ry.-t -tL.
?'of",i^,*du, '-lo' Save'{h. ' 'ree.>td- ' " '
E*: xvz @0-l' c'rtr)
5^fi.,ess, o[,i.f ia \lal"'A*lrd
OAT Tcrw
*U* @ a!c'csro
Vi) trl**t..: 61\[or^, s v3e(s to *{" ( qy\ul t'",."to'-r^.^.rr-" 0qYe rerno-V gd
It,l)e Can .r*e, "d"-[, ,*7." Plo."
rB tF'bOrdt+
+
d6+. +' ,*7""
"t6t4. +' de.*,J plac-
Ez: d{ voe -1., 9o " as a -fi'"fa to)ur- ;+ 51116-o].'.o111^
&t {he perc# ;A^ lo {he rlrrrntcr (ro,, ) - 7
C*) ^Pbol" : Glto,s \rsevs -fp -r*.rors a fi,o.. ,*-L., .
*{", J.ra roL" a^
a^ @oE)&ys _ 1+tf
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9osz-lSr+rn- -th.", i+ o, tu."o{..o1-\"rrr-I",t
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l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
* r.re aa\ $rre mc}'Ir
-it picLt^.tfFa,,.tt, - s"l".t) : -.ht/,v\+ n^.a- n;,.*z
TL,. p,zkU.F(F't,Lh'-s,\e.\,1 -fuJ -ilo" ,Eers -{'
C\oot rrrox€ tha- cirre fi.Eh6t .61"e +"-'- a s* o{ P" '
'd.{""d t .,.t {A,.'qo,
i* iiw cL,o.lto
*o, rA o" l"nV
-{-D t.y*E'lh.
vsel -{- stt..t o' vJ-"e $* ^ 1*=t t,oa
4 -tl.r *"J volr,.a irs @q0
.f sm ?i&\r.rt ^b,1.$,{.
)c Jl,. ylaxjmuq, OT* { $. *"* uo)o",
)e a.l*r, So,,ti.q a ,rard, th" d.ta ;s
oGno ^ri-fh !"*,, --G,n ,o[i. I .,',, u'dU
i.J",'r,drJ p,t[.L;f vrL".
1oa)€ilo,^rt vseG -f,o ^f."* t"""le ll.. f{o**u...,
rcii;; 1;*t 6reo.,. _/\ra.z- -\-F
x) puck L'*' -'+\"\'1/\" €luo.^,s
d{^.fe Thr Ybdi rnurc)
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t-f,
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["tt tt -'ri 'fluro-
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alpl,rnulrrsr[6
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
x 6l,so do^. tt€sl:dke ofi- add
if 11^'n rna."dmuo6.)
q tF, TPEE o.,d
tz
#r Thc [.(6r.rirn,rm tc-xl,th 4 t"".t r^Yea vJ^ t i5 &ss cl-'ooatl"t'
on -l}'. gr<lir,r^h L',"t '
J+ xivl Te* A'.*(GY,:-'\'t\'/- ^v^'^
--\z{3|
tG. Te* 6,ea(byl prov,i)e' -f- +' #'7" ".{ "f+"
3L, 16Q clo.o,;u" +rf &'il? 6r'l tTo'ol \+'ne5 S""oi[av
tr, a *"*Y a"ea $aa+e- -T[-,,'s $o {f. b ,rk auarLottt -+o' o.A"'*us o{ g"tJ-tl'
on oppor-lu,.*le= p{e63 €-h r \r fl t.*t offL,,$u+ €t.7 *.''e \ne YYe63 .
€.'ttt uoithr' c
a \"'t ln'oV, ,^'A o ttl""t 416-lru*n ttr-o"ot[, ane aAAd +'
-tI- *"*t. -Tl-,.=. -{.^ro cl*"o'l'n' 6'"1 1o'*& t"''" 3L-1Lg
cL,orac{. r b'' L
l3) T"*t 6reo C R,.L) '. -:*;fr*[R-t,1 c,*,{r. (a*de' ,[''p"-1he Uecvs
+ **o a *"ot vaL. ur;th ,{o.*Jt.J ,J ^M i'rrctVcs o^d'' L"kt Uf{o Z>-1Lg c|.,a"ocltnt vce can "-".'[t' c>n sTararh
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.,." $., gL.dJ l*gu is lflB o^d ,^1VPNq -Ft* {f, aye O-pp.*.d.
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l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
.
XI, EJ (E.,uo[.d):-lrr-)^-^ -{l,}r./--
rk 4lID.o w5€rs fu -t-' ^l c"".,t,'.*l,.;', 4 L"tte" o,d
*,r"rkr. a.^J ttr" {^e* i,-, ^.Tld $"-* Th, yn6rc.r.ff)rrro l<-/,l ],, 4 fi. +"* vaLe is dss Cvo^cL.u
:r. Fo" ^ryplrA *.oI- \,o€ eeo ^
a yr,'utrurD ,-t {1r1. t1E Clo,a{ens
trzii) URu:*v cLror. a3eq {. ,.*". ^t .,J"Id *rt.l[. oddyese-
uJt'',.r, tr*ers cbJ. c,n -tl-," 4ae vrL. in Jhe d"t"'L ?^ffu- 1t*LIuRL ' y2? tt ofco in a fleyvroru ktrouoser 1,a21.,doo +o sLto* -tl"'c-
unret Yo")e 1L. uRt- 4'aa can sLr. ryh &ts cho,o.f".. *a,reuer-
,"? -il^," -fi'*t To ct^aro.'["., aye J;t7\t4 on -h^'c-
record d"tal n*
i
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
t3
s)q &'.-/'\--J\-z v\'h'- ['',tt' -fi. drt*to
i) Qivc t1^,. tr'.]d /ot"l ,r.tt, tr\@-:^fr+tl ..'arnc, -O'et h* vo<-
cL'.k '1ot. 't'r-' p,e,ld sla'ne rnril\ f,t o'L'-otl.t'tt7 P"f utfd
-fro.., Jh. \GteJ dl ,; used -+., t{t' alc' -$dd i-'' €pc,_ @t,
-fo"-Jo -['aar, a'"'d va].,dal,.,' v,,le*
;e For.- c.,-ro ,oor^* -tt't fu'ell b'I2me '^,;"tl' Y--6' +o d;'{+
e'u',[-t&' iL '{"- s{o.,dod $ae i
)+ l{'f 's 6ood p*A.u 10 .i\te-a
d'at'ip}'-' $' *u -f.fa *[- ah
)arr";Va aLJ *t^'' P..^'l;' ".1 *t"6r +kf 4aa
H.tP Te o,tt -,---..+ /w
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i(i yoseitte + odJ -$aa [evJ
gvor,,iJs i.-for-o{''-^ + vserg
r!{ r,oa 1rror,d.. a \"+ +.* +" $rY- h.}1, *""* ,,o;\l b.oh"ce -the ^rT\o*ge rno{eh ove( *t^e Lcso
a* rr/t
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\.rul s"c*"I[
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l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
sl"n A:-^.^J.^-
t
add + W. l-fA' A
40 se\e.t th. *fl. L?",t' -tLrt J":Jd ;J.,J. l'=,-fi'aa.
Jl^," $aa r^alr 1,," od; "du ou th" \c"f Saa i. tne -[.tt @-
d- C^it,,-, s.cl* { th" '. , Wt k"*' :
'r ,r* du" -oL-1h. $U hr,ll .,.'ot onrr.r ctn o7 Y0* U
s.lolo Lorot : i
Ui* '16 cL w ih" L*ol-" { lf,' .fraa 'o., *r^. ytr- urcU
J,- r,,J*,{ia. L*,loJucifl rreed arr-l*i". {^, " W" . (
+ CL.U on
+\P cti.k oo -.$u.
4a*.;.'-r3-.: ..
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" .lou. u bJ,[* + c"eoY. ^ {aa gv'cce.o'
g N",,.r" br-S-- ), crurt, o r,-,orc c^tt-
3t
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
L__ tq
kp&:+ K* eUg qS- 4*,poesif tc_
)fr >.\.\j a O^.{*" $Aa rc.^oves tdfh -fl.te laarA Grst'. $U. ,.r€ sL..d $, +s n,
drlo o^d -th.
41r, d"l-{,"-,
tuJr--[# G-r csree-
i;i c\y,y -iD lcrcal {rt"," onil
D^+a /*-,.6t1,.,
fuWdl^,., {r.
iu) ,Gy,yhco,.*-,oO 4*'' ^.0 dtL., furr.v) t\"Y'7 {".-, plck\^etCm,.[h'-s.l".t; .1"",- ^y 1*excTL P;.kL'=[
N"*^ta -+- *0 c;tl,., ilf"
tt d"-.111;, -fha A^l^{1. ",{ e*.\''7 c"to- SaS' is
b,t e,Y 5o T*d - &Yse &fo los E
,t c\,^y:g tha A"+^ fuf, "-{ ,",AyA"*" G.E i- .l1-. .{"L6r, stL*1.,.,",
e cl,^1,, + o" {*,- D^ta oy
iu ,VV'j b x[*"br {*"- o*(
v, ,Gy,y 4"*,'- 4.-,"to
*,i) Cl^--.,1i,7 .-l-o 4*+DU-rl*,,t.r 1"- ^( \r,. "*.7t'lL*
.*rEvvs .\rey 1-* \e*\r*CG() + -.d \f.€T, l, yh*' , Te*Y, Tel-* &'req , ry uRL '
+* .{{ J6,*o 15 L^o.[ - o"V Utt vre-u, 6rrA .,., *he
\^rill b" drt"tJ, a"'d
v. "$".+A,
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s,F:N
o-106
,KVR E
NCLAVE,P
h:86 8
6 86 4
2 86
Fields:
For Standard Objects,
click on Your Name ---> Setup ---> App Setup ---> Select the appropriate object ---> Click on Fields -->
In the Custom Fields & Relationships section, click on the New button
For Custom Objects,
click on Your Name ---> Setup ---> App Setup --->Create ---> Click on Objects --> click on any object name
In the Custom Fields & Relationships section, click on the New button
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
CL;..{ R.\o*o-rt-,ipr: -^v{,/.- -L^!
OU"'t, ,tJAi''''1"1p' c', tt set o'^' tofl' .,[.i,c,,.J 'A c"L.,,
oVl';s .; r.ye vtd -to Ar4". hon: ,.ard.. in one o!i..t aela{es
-lio ,r.co, A* i"' an6t[''e' oltJ '
E*: d..o.r,t s G.> [^..r. a o.. --1o ,."b}'o."L,,'p u: l1t-
?frrJ*'r.{., ,-A l\-ese ye-laf'o.tl',7, aYc y'"tAd i''-the
agp[.']-", a3 zJJ"d G+'
+a &1"$,r. p.ov,de6 -\t. -FU*7t \rr, { ,"tol-'''"''l"lp''
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RJ,*-|,.,.l,',lp t.e&- Ddl,;l R.\-l;"'t"','p
re Ltre Ca^ c"oA. d-S bky \Dc C-an C""ofe d t'btt",-pu{o, I it,[*{-n.t,.pt {",CrJ-'" o[..]''Yb.tr., - D"'t"jt oJA:"-rf,l3 co',!
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38
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
b. A"l"lrA
+' q:I",J
* x -fl.,. or^r",orl..',p a-4 *esk"'o 4 a.kld '.codJ
aYe .,ot d"l"r..,l.,ed \ *fo'-t rerorQ
4rt S S*r kht-!?'-++ c,*e a {aa **; -tl'e dr*.. hr. ab l".kf R"t-.l,b*l^p
o*. 4cco,-^-* o[t"t
;k Rrl-fuJ -{o soL-f'o.,. Gtl-. @s a f ,-t o\.d);e €.{*r, c'-p\.{-,y alJ 'fhe tjf '--il-" 6c.r.,J 3 c2re'tl.,e
'doI"AGL .5.,\,,tri, .',o H... r^lc c,.t\ C ""of. -t1,';, rr[o"l,ir,rnt".,;p ,+ arrou,} ."^rJ,6V".,Au u*.1'
U
)e NIo*- D"t .te *1-, e soLI-. ..r<,"d,,o- -th" ,. .t^,. . k -th. G cc ou.,.lc
onoiold ,^r,{h JL" soLJ-^'
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t5
lrrq rn)e dtLtt'' -t1ne f '*f' '^4',-{1"'- ctr^,lJ, *>U Vt d*t ad'&'4
,*r-t "-^f *\+ r{'.d^{-;I+- -fl.. o.o-ercl-';p a,A *h,'. slr*;,1
4 a ffi1,r'"*d a{c Ael"''.;",al
h -rk #.,-cn'd,
31
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
s-t.p, + *..L M"J",-k{*l R.tof,;sl-ip:-a...,ztr^ - ^/^- ^E^- ^-/\r ^.-v ^-.- I
, 5lote ; LDe Ca, Cr&e H- D aotol,-^.lr;p cr., *tl_. Grs{o.,,:=-
c\'ec*s * . toe c-an .ot c.eatZ crn =t.do"d o!".1,
il c"-ol. a laa uri'th 4t-,e J-to {r. as r.4o.1."- D.*oi[ o",o^( Cr+Io*, o\..L ( E:, C,rs{..,", )
iil Qiu' zt.lt.d -to Cases ( {..r.t r/rilr arl os rbnl.robr,..r.1ii;; -Ih;. -firt; ,Di\l -ot Le- C.a.te ,6-rl.,e^ . G,sJ*", ."ro,"dz
u.utltivl a'{*"' $orntg flrtu ,,*y *. -[r,a, -thc 6,g{o-.,, a(c
11-e 1J"I"J U-,f E Co.ses.
v) cv"r.'tl a one Case "ua"l- a-d aho' c"uat"' o,;,ornnYecords $" +r; cr,se,
vi/ De["t tL. Corse veca'd .'fu.n c[^,".k *L,JL,. t l,-,'e GJ-* 6rr.,er'e Yec<,,dl sr irs ol"\"t.J or -ot '
C R"s,"Lt u:itl V. C*s-lo*", ".arJo rc,ll t. drt.t.J*to.ro\.^W.
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40
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
PDFaid.Com#1 Pdf Solutions
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l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
xal'al'snrl-"pr rru4*,"n:h- " c"..," ' o-,d , *v ' fupTr iA..,
T,r-.f,o., o!."t cJ.d " ts7c^s.e**o**Y a,.lo., Jb".U ,
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a..dlu useY 1r*," , p"p - y- t L
+ -{h;s tt. q ,tr)*I;on$rp is a ?roo) lroky ,.Jo-{-,-..[,;p auail-
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^i"t"A Jo -1L" $a,o l
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
The following screenshots shows the creation of the relationships between the two objects.
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
6t lr^.- $ cAoI"t, a. d"f"lt,""" , -!o, eraco;,\6 bU AUVnruu.oter o[ [^,o.^r. oy o|*t, +. o,-fr-,", d"hr,lht.
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le.c"^l crlolrta a yerceol a*d *lb"o+'-.^\ aAA 4he Verc"^l
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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Fl'
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ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Q'&u,-sdg.'
ebrbrqrd ,&u,*
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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6
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
' Bu,nds q T[^tnb, Jorn, lforonl, -X..ro
te"nrs{ rl{"1pr.EEb[$'-
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
k'a" &SssAN\D...>-'*e
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
**'-
ft"h,. \sN\cmgetla"i)
&h*rns $Pu€ l[ th* t"S {t-\*'\ti[ '{et{^r',, &t"NI..-
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q nnry\pr , ot**,ug
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Formula Fields:
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Ro[L - uPnrl a,.i
S*'n*a, q ?'dA:'A..+^.r-d ^-
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",e Nl*, 7 \ ,+ Jt*f;.,.( a R"U -\ s*-,<a1 $Aa ir, it (s(v5d +D ""|*^t-tf "trpi? 1Le 5c,^.na'.x{ vo)n", { +,1"l"t.J ,,.-,ot, -Ih,'s can be ; verrd 62** { yfu"t.d :.ecorJt
oa o C.lorlo{-^ { tta So.n, rninirnurn - 07 rnaor-r murq Volr, .
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
lq
*:p'fu-t:Izr'O\n "?
s,.ra",at7, -fi.aa tf.cLal. o.,
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Courur iAv1r1,^-
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t,tosle', obj..t o.d
sfu: ft-tc , o $Ad [*["] a..d "-d oil.,", ,t;t*'s cL"& " Next'
fu i sel"* J6. o[..f o- 1he a&;t s,Ae q a rt**-p ,r^l,J*{r^.h.p *11^,rs o[..F u**nu j-.,. y"c.,"& we um,,t -lo
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l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Hl '- -I^,;, -fr^+'.r' &q1t7s 4u" 'Yt"t vqlr. ".f +. -[adr,oe s"[".t i., -thc , tr4& *o a6r.g"t" .d.* 4" atl ,L*.+td
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lron ".trc(^oy J/, i.,, *X Sur.mrnaT *l.Jo*-..+ c[r.t 6^ -xln*t'
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ru" t,,t t'\ ,^r' ll ["u &Tt?"J o-o DrU[
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
fxl['{* qli') fo:ry M'-* Cn.*" 4y-. &.1".V c"il,e "Tra,tniyt"
rA Cre*i tL,. &1".V c^^Lrt " a4,rd#r'\& c".olr- a -
Masle,- D"{a;l " RJaI,'o",.hi 6 *e s}"J*l' ollr-Vo-d RJ"t"/ to 'Tvai^*6s-
1s. €44* cveA; t alLl atove ,, T!,. */J, ce"e l.the ,J.*"dU'tl E *^'n'Vr,. ( Fo,, L lr"^-17 v.cod- ure c:n c',ab*? A-A".,{,;
Cru*. -tl^,,. ^'sLd*-,+ Fee.' 6;1J ^ -tt^,. u*'+ o["'t toi'th
S"h)f. cAl.e " C,,,o.U" .
No- Cr*F. a ar[t-..T, g,,rnnrrrary -[U - -t]," Tv.,r-i.6 o!..L
Fw r h"{&d, u
str+t'-\-+/ L. S.l".f ll-," " Rott- r:p Sut.n *,il" A"tefuf.S+'o "' tr,..J* ' ,.''"lt' -thc & ,.rb Lrt.l ,,ruT#al r..tt ',.,,* { il&"fua t s"lu.L -tt'. -frr-..l.Lr" '@^ " Gr.+ and s.,,n.oay ;rr.d
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Tt
sra*.,+ p u' s,- s3 s+
-, *A tL''*, ** *,* L,,^u\a *ul d
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Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Rollup Summary Fields:
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
l
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
cr^{r*U'1 $rSA, ,,!^u-,*- ib a*)*;g d"p-d.-.t p,.l.t .L t's
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frr G"=4o'" oV1.J2 cLaL \t , Nla-.
18
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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PDFaid.Com#1 Pdf Solutions
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Dependent Fields:
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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d3
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Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
3& ! W"{ffr'-Tq create a r^un y0. L7o"h '0," *.&t a ?o;,.
t?"4 .Fu* -1h. folt^,- yo* Nrqyne + s*up -+ errr sdrp
--+ CrJo.", iz. , se["cL tL" app,al',Ah oljeJ cr.d cL'.k
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t- cb.k " tu'u''
CI
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
*td Pxo1r..I'"a u '*s"d -1", .i3,ry -ttr a .1y2.o€ { {-Yg t*d'*
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Grsfo'", izi,y f"*Hq^U 66t^""'.s
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q+ t),,.[. cLk 6 g^ulJJ U''+ s,- *h. Gfl"t -{o "dil it'Tc)
&-,-#d=. -tt.. -[a* 1tr.o! e"?la tn ')J; l.i't:
L. SJ.& one oy \.nore- 4aa, o.d *se {1.. arYours +o .U
o7r ?re-rnova -ti." .{a* *o {h" ,tJo*"J t* C}*'nn' o- -11'" f3'
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&.C."fl \^re ca''' i'^oLJ" + to '{al^ f"' 'rt-l'CJ t+
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i.', a*'-u.'Jiyt o:rA"* tr^Legs u)e ;e[ett Dest,,Jj'y-
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
To Grs{o*",,,2-. oL,,,rl- Grsl*- L...So.., &rt\t4e T:o add o5l :(ernovre a Crs{o,- t*U-.--
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se\e.L ..i{^'. b."tL-
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o!i"'t pt.kb"l', di,ff"r,^l O^0.ok",,k o^d
Pnor"r*srrt + =yuo.f,. \.L*ets bouA - -lle^*
Rt Ex^*o\"'^,^'. a.- nz).-
L Cr.oLe 5.ec,,'d tn" +- rypo*l*.,1{.", l. &f{."*1-,' t-sa)",s i.ter.oj a\* d""L .f""- .fia; *les d.A^ o.d
s\"o^ l"lt"'* Trsa^ o,.d pi.kt s[ vol,^,u.
01' cxea'tz ,r.T'd tt* -t* L"oJr +. "urf\^d diff"'*fVTt \^fl"'t 6, i.t - sa\ez t"*[ vers,rs ,*r'-J sJ",rp*T"Ay &-1,*
* li',. :r..ord {n. arll.J Mo.l., is oJ.*1t s"L-f, evevXo!..i*d o-,,d iI ils -rot \i.+.J ,"od., t^. ttecnz,d fup.o Ltf -,od i+ co,^, E ^,xt y.d ab rtecod tft . -$" '"* p"ofl".
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d;[+",..,t s"l r]*r4o.- Vtt'a';oess
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Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
7_:&s
C".J.e R*rd \xvrb'^.--,^ ) /v1- S
-ro Cre*e ver,.,vd 7r* oy\ a slo-Jo'J o!'t't
ab.k \6r, Nla."," <"t-'p -+ C,rsL-nizc --) {h-', s't"'t
\-* cL..k . Nler r,, t_\t ,.,
fu: €,"{t" 1}',. a.ta|^is cl.,oor. f.rb+* {r.1-.' +. f*t7 Ro.o'd "UP., J'oP
do*. t .F +. ,fr c,ll au*tt\' PlckU:\ ,&,n o' ch*se anr I " I l.l ^t^l r,pc
uo'*y rec-Dyd +d;. + t[o''' ih pi'klxl 'J'"'+ E.,1", ^
' R" *'d ,t1f, drLS -ttr^'ot', u",,1ue- u..ritt^,'., -t1"'.
ob3ect
+ f.,$"" a Reorrd \f, No"'. " .-fhis ^naffrc C-ar-, ""'{*; *tt-J ev€covee o.J alp;,o-r.nerlc cL,o.{-,r- ,"d *n,^sL t-unriua in oTar;zal""''l+ Fo' Opp"x[.l? CaLe- {*d *d sJr^l' >lecord d*Se(".t a [og.*.. f*r."^ +o o/*oubYe ,n,+h o- te',,'d 1r.ro E"t": a deac"ipL.n,e Sete.t G.hve cL,".Lto" lo o.lrrb -tL. stecntA aVr
" -"o-t -lro o p*Fr" -t *k.re S.tob " f,.c,tt. &" p"*frI"-11," .:nec-ovd +6pra ava,.tut" {o rrsevs r^:ili^, fi-,J f*fr t" sel".bfl," cl^u.kL* rn -th'e h*J., Yoto {" .^o[t. ,t {"' all p*{t*'re se[e'L " Hak. >1"*tt" -+o -ok" i+ -th. do{r*tt ."^d"W.4o., \.Lse/e -.[ -UoF p*[te . sete'b -fire c{.,..kto. io th. \rzod*?'tor,o {o "',ok" i b -t},. arrf^* +, .Jt f4 l* 6+
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
+( cb.k ' N.'rl - kJft"'^'
**,'.a\--Lv
\., -th, rl"p r,. clase o ?o0" [p6*f op{- -{. d"+"rrnine
rc[,"h y0. loff"L *s3t? $" srea,J,e c,ci*h *tts zrecovd fun.)e To ,fpk a Lt V\" Y0. \o'fk +" il YfiL.u - sele'L
" Qp* csr\a %r-t + a"U p"fr[.a" a.d .[,,ooo -{t.. y0. t?r*4y *t-e d*f - do*., U'[
r* To ,?pud d,11",*k ry bff' *:^ T .,se{ y*fite
se\e"t " OO\ o A;.f'{**.L Vflo"b $" *'\ t'{t" " o'.d cf'.,o"
e Y0, ,?"U +, ea't^' P'4't'.,e cL.k -Sou.' br[* -{o dfiL *h' vaIl.,.o t{ +V st..J^d
-J o,s+o'"' yi'kLult oua"laLV +" -ltr-''a >tta"A +pe
'* cL'.L \' $o,. ,.J n\e-"' - +o cxa| a^dtt'u' 'eo^v| +f n
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&:f ^'E$t' .e*t -|oL. S.t..t th. =r.e-cord +fl. aJo.e o-f 1i-.,," pt.kEL $aJ' -{t GrJt"'lz'
^ a"l,;v gt.Lt'.{ v"Lo
-tl..a *oJuro t-cLJd $'*le xecord -t df.,:
d Add ;, vrl^"e {r-.," t1.. gvaola[[" rt lr rt [o* ot' r€-{n, Dve!^-, uArrys .{rr-", -t1,. get".{ed Vrluers tor". (Jsevr rrcill b. ott"+-o' .[.,oor. [r*" Jh. \irL { s.[".t i vrJu"a *L. .'*19 ,^'4
e&*g o.*r*t3 6ff"^9, c[,ou'.
+' cL.U '$.r""' t*tt"" - 6{
Capita
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
JO,
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+ e.[le , crAiy ne.*A^fry* o^J i-rLoh17 p'.[b'l vJ^"''
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t-Lr€.a.re or.tit U u
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fl- s.te.t a [,{'t. 11* Rec.d \6r* o"o'[att" -[" +u#
p"41., a.'/e- b'.l"J in -th' R"co"d i1r" t"lfrT' sec*un
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+' Sele.t a ar.c.,yA hf . .f"r-, -fl.c 6"'il,ot\e R".o,J 1f.. lrkt-
o..J add ;t -lo -th." s.[""tal R..oJ Tyrr* L=t -^d ..ok. iLavo*lottu -t" vsets rpi-h, -tl-,J ft*[l"* H'J"' ' i,e a q3u+* -0^'"'AA o"',,"J {r" llot'' u'"J
rr[,.. a. zr"r,,rd U ",.o C,r.4J- trec,,rJ {6n., a/k"ri"*rA *:J1h
if ilL. -Mor{""' i,a ar*7ned , vr-se(t. ca.,n* s.t a t rt,,rd fuw
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66
Capita
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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kW(wfft=-Itr-,. $tUry p*. edu" ff'* jl,n- ,'*['-rl,'",
-tha *,*7ai W' {"d,,"t' {'*- a a'sl*;- P0"
R"-"d W, yT.L - ct .k Yo* Nlar^e --) se,l oy -+
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&. l- t1"," W.%* or 'J'A # *6r't"t Yuy'' cL''k
Y'0' *'U'"f a'*''6""'e.^'t
3' cL'.k -€ar't Ar*...n ,- ,"',,t '.
U+' hrt','. sJ..l*1 {f: ("0""f o^(":*T'+ts cLzk a Ce,, #L* "* ro* \ay + s.t".t Ji Jh"
tott. ca\b i^ +'t c&"'- 6 roD' \. r r rr
)e Pte*s sr+rFr *r c[..k *o set".t *,JliP\" 4^"A -{o[t" t"vOSLrtt^'- Cgt '\Du5'
r c Ltk ,,-U caL\ o'd J"1+t s"l"t o o,,-0 t "t c e'[['a'
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Page Layouts:
For Standard Objects, Click Your Name --> Setup --> App Setup --> Customize --> Select an appropriate object --> Click on "Page Layouts" ---> Click on "New" button
For Custom Objects, Click Your Name --> Setup --> App Setup --> Create --> Objects --> Click on any object name--> Go to the "Page Layouts" section ---> Click on "New" button
Customizing the existing Layout:
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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Capita
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:No-1
06,K
VR ENCLA
VE,Ph:8
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:No-1
06,K
VR ENCLA
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Capita
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:No-1
06,K
VR ENCLA
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Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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Record Types:
For Standard Objects, Click Your Name --> Setup --> App Setup --> Customize --> Select an appropriate object --> Click on "Record Types" ---> Click on "New" button
For Custom Objects, Click Your Name --> Setup --> App Setup --> Create --> Objects --> Click on any object name--> Go to the "Record Types" section ---> Click on "New" button
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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6
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Page Layout Assignment:
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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Capita
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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06,K
VR ENCLA
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:No-1
06,K
VR ENCLA
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06,K
VR ENCLA
VE,Ph:8
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06,K
VR ENCLA
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:No-1
06,K
VR ENCLA
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6 86 8
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:No-1
06,K
VR ENCLA
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:No-1
06,K
VR ENCLA
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PDFaid.Com#1 Pdf Solutions
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06,K
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06,K
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06,K
VR ENCLA
VE,Ph:8
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shoJJ UOT l.o th'' h'6[t't Lt^'d o i'' 'the"^hr€ :"4"'hi.ro"tln
+' \arLot tpe C"^frt 4 L)seY'i 3 d', ^"V ot[tt-'L *''o"n6
a,u\eE ay e- rr-l""Ii lo od'd o( rc,oove- occe# as rece'*V"
+1
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Roles:
Click on the "Add Role" button
Click on the Assign button for assigning role to users.
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
The following screenshot shows the Role hierarchy in Tree View
The following screenshot shows the role hierarchy in the sorted list view
The following screenshot shows the role hierarchy in the List View
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
tu
Fo,
5L"i^9 R*\"u:->*/ '^,^/-
u?i-th s[,avi1q 70Jrt-,(,
\.c @., ^rnake 6*t6-o**,k e-*-7)"|o's
o"6a-r =oJrb. -,,,Ju. D.{*Lu s.V;X' +. J.'f-.4 sA, { uscrs
e xor.'plt_
un[*.d Slr.r;nq access +P \rsee' iq(
b. Ao.).,au^, u"*.!:":';ffi:
Use sl--7 ,...t"= -1.
P"[h. gr*f_ ,.^Xt",
*- sl^,o";.,g ,,u*\"n cr,.y) ^o€verr(
:'3t e.-Y;T' \ srTlfl
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Grs\o.- o! e. tr . " , )
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-ta uoive.r,$ ) , orte c-fo.t (€el
'::i-?') --d*- so, a ue.r', pr*f r" ,\-At[ T."{U -th.l a- \-Lse( @n see-€ccor-{t, t.^l .the S)-r:.ri",q Y^oJ-t J"torrnine.s ,c[.,.c[-, acco.'r^Levecnrts -th.f uee, cen ,4".
xr -1-l''' sv";y T-:3' "n'6,I-'t o\'t'""".'.- *h*- a utser C-art
see A.-il n \r,A# ,wh i.o$," sp..r-6.., *l.,r.[., $aar+l.,-,FUser C_ar-,, ut.as a-d "ot't
Orslo-.' o[..F
EO
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
--16 dCcess -lhc *a"i''q R*t.g 5rAtf"J h=t
U
cLtk Yo"."l-No.^.s&Y
L- ea^-i-ls{tA'o', Set"Plt* Sec*"i\ c-.*."\"
*
)e
x-
+
r* l.\_ yea*r nO*0To
cL'.k
L, Sec-*"IL[ c**.,.olot''tr **r'
st
L 3nari^6 s"Et7s, the,- scyo\t +,*ha Slv";1 Rot.g oJJ.d \-^-.1- Fo.., \Dc can
re Cr"o[-e a.J "d;L {._a sl.^.;, R.,\eE,.
,r creoY. oJ edjt A..c^r^l Urr.l R,.r\",
CreotZ q.,4 "dj I C.,*o.[ sL" r.? 11a,\.s ,
crca.lE o.d .Arv opporlr;,$ *.,ff 7,, \.,
Cvecife a-,J er$t Ca,se fiVa'toX ='-'''\"s
c'.oF. o^J "J"'t ,yffi-s[,..;7 *["
creatz '.^J .dr'L G-..{o.','.,!".8 s|.,r;7 *t'r'
5L'in9 R..,\es:--1,.r,,a"1/ a'-'-"':"2
cruak str^,a"i.,q p.,\.. & o^( -kf. ".1 tec.'r),, u v,
fo.rt No...L sat*p
I'Go {o "^( ol)1rrL d,^,o., t7 R"r,lee 7r@\oleJ Lrl o-!
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
cUL c).., * st er-' t*ttt^&. L*." 11.. doL"t a-d R.t\e Flao'' a
3' 3\".t -the .{ott";7 zwle V'%trA oo.., or**A oucrne r -) l'., -tr*- a.,u^J h Li''e-
ttsevr ,^3\^,o r. ,r"rr& d\l tt sVe'"A 5t\ttt *'P a
{**, +-e $* d*-p d,*n l."t a^d sul -'l \}ee(e'
sec--=-d d""g - 'C'ot^"-' \,.t['
s?"c{U {h-
*-r
%r.A 06 Cri{e,,a + tef( -(he R'Jd, opara{o' a^A val"e cr'*-
- erlz- +hrt xeo,.Ar -,.-,sL *of J^, +" b. ircLd d ;,. .tt,.'e 4le,rlV
v*\n ' Jh. -{raao arr.,.\ot\. A.7*''A on -tr.e o$t't s'\t'ttd ' 'A-tt^. ,rol.^ . .. Aw7' o- L;l"tJ *t,'"L. c>{ **-V
cLtk * €dd R\ten {qt..." +o .Vo-6. 1f,. a"fr-fU ffNu ott}''-
o"..[,'tp tr{*.'', n.,.l-U d -fi t+."
+' 1., -tL," S1-o"" r^oi$, !'i.'._ =?.-\ -the wse(s ,nL,. J-Ja L'.aCcess -to -tt. art . *\e.l a *$:rt 1q*- -1h,. -fi"rF ol'1-
_d_o*- u=[ a.J 6 s.l o{ Urse{€ {r*.- -1h. secor.{ d*"p-da^-
lj"['e S.t..t tL,. L.vJ + ..cL eec S" +t" *se re
R"od "-\7 -) users Carr v.bu, b,,&- " ot .^rrdrt-. "u^*An,
R*d fr"tih -.+ \)9et,, Ca'- viaur 4^J uldotE rca.h
6 - cLtk orr ' 6o.r.' toU.o",.
&-."-'-tl^,.
(r-
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
I-rrrtJ poiJs oL-t slo,^',,q R*t., r -^/+- ^.-^.-. *-r a-/\- -a-_.^-0 +./\/
,e S.,tf RJ", -?pk -{ott. .t=JS; ,so\' o\ 0*Yit Sl^tV ,,^,\.. "ffu t-
+t rro[-,r- we .lr',q.e"cr'Sl-,q o.rorJr,
Ao".
Uacces GuJd
x- ,x{-*")
e.*"Ly o"roAo o.r*'A \
o"J ,,-aA" Lr-sers.
,,,|"""*lb-1[7, "?J"il*orn =^1., ^ll+o J.4t".r -th.
"c.,,r
vo!,o,-, we dJrf" a U"T =rul1-t}*- Slvri-q acc ess cve -
,tr # x"t" [s "t't"^l ^'o'V ''"-"ov"d
(J
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tJi., a.Iv.*u acce*; \"rr.la S" ,
t{- Lrf e. can "& [crr,rot cL-T. -lle
Ma-.^J 5|,a'; off '- *l-ra- ^-- - ^1J
x ,-{l .-s ur"A
- ".1{ tosi. -}-,"1-
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=1---6J 7tury' oY 'Jt", +--[. =J..
+o '?^ "? ac.essil is -too &ff.*Lb -6
-b u.^tA,t onC-rrrc- LrJ) t r.'tl, a
a c'ng-
Qr,'sis-
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)+ Qto-{uJ tf o\Dr\e(€. ayone- ot<>ll- c)to6e--(s Ln jifi- A"VV;u-r.1"6,
+s -rcttt- r/3c "^& *\^r,'.L, vLSe(s ' cr-ole +, I- U vJrrrc ,. ur5ers r^ a ff"rI
.*ty-t)es av c- me evababsi) +" -dA or rerr-)o\, e ,.t, e99 aL @ ^(1er^ecc.r\t tt
fu't e- acce% +-f vsec t.to- -1tr "., in Jh- hu,^,* l-u. Sr-a Sl^,a.i.o :urt" .
a
a.J Sxt\ r-n' 6d'nt.,i"s-fro*o"tU 8j
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
#- tJsers
-$*.-l4".-t accele sr.Tk Yon -tre R"...J R- Detd(
A5
cL.kt7 o., -tl.' "Sl-,*.r3 " t*t.,,.,
reN"p' T1^" n",y b*ur,', do., -.& afpea( if, rx. o$..t's offarz-
-"+b" - rrt'd' slo'il Jt'['*tt' aYe' 5et ]o P*tL'' z*df*;'i.-
tohol "".\^-6, to obb.r., }cce,,e -\o a "t'o'A:
E"il 6cc.ssr-\.^- /-----
-* cr,,,e( 'd.la+ l)5e-r
-> Q,ueYe *oe.to
)+' Gtov. L.,6€r ftol-'o has
orrrrt""L;p) in g^o\t Ut o-"\)
+t ftnfi\" pernniseic'n '
'' Holi{../ 611\ t'taiU
ie oli".t perrnissi"o'
kil{e aBd-{fl k'.1* erp,iz-o*,'", uorde >.$.-t*
U
tt 6ta2u . vlel ( uol^'' hot ttdl*;,V
o( reaA "..? access) in :'ot <-
hit- '.,l-'V '
+r t'1o-,rJ St o';g+ *r-i7 o*\".0
)t Gg.* *'-'T
)t- F"f; t" fevmis aron i
* Vtb.^., att D-ta" .
X- o! e.L fev rn r'ssi oo ;
* \It.e,rp gtl"." Y\o"[.[., *\ \ "a
q,+
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
G.Jo-iz,ig"r3-J 49":!.' HFg.,t {*o&'--
S*"rL /^a,t' lstex*l'''es G'<lo""ize t'^'U'lA 4U&0 C,, r.t l. \^^t-^.n r
drr.plrX Suscne i.. ,-".t "^esJts, sa'cl, $t+." $u)&, \'ookn, *ff'^q? *'-L>C{e Ln os
vcce^,t L"{t .,F\ *'t !'gt*'t mt" a^A i'' t'ook.,p pf'o.'"- AiAfrt -
)e \r)e cav: tY-\ a d..{{"l.'^Y s"L 4 4Ua' lo 5t.r4" in eac\-'
searcl t?r-+ -The s.tt,.6 -pp\ + J .,3ers in ogranizadi:n'
Ltf.- A'"\*l iocG.' arslo-i=.- 'ektl-
.,r| s",o"tl.' attt,lts' u]e
or &tl.T ^ a's{"'^ lo$'^
Can L,ile *--Aon)it 61d&+."nAt, @ Loe.
c,rsl*, ["tl v''"e'r,s
t,.+ vte,u,-r t"ft-"
-)+ Qo lo +- -fout *'7 P"t'- +D accese -t!'' Seo'J- lfft'h
clr?k for" t to
Lff\e-
I*j"t,L- GrsL"., iz e
fL ). S.\ot -ta.o- -?,no,p",oE o!..bT
-4-. Cf'oo.e -tl-. 's"or.l-, Loflo.,f"' L'-k,
& c[tk .Eo[t" ,.,e,.t *o.tl.. tor("o,,]b h)e ur*-U + GrsL'^...voe can q"-{T ^ di[.{"""^t suY { 4ra/6 + d,spt? $' sarc[
Yes,)b- Grkf dArnt, :i.e.u^t rec-orA) I,t[t c,D +-t l^''o*' Yffu,hk*f pho^. d*\ Utl yr'?,t-^se ^"d s.',J, $ ll." T"bb
Z l)se -tl,- avrovce l" ootd
a,^d *o d"f,;. -th e o.Aer ch
or r@rnove i{..^s 1"" +. btr"{,,,.:i-,,i.I., +-$ddo .l.Jd d,*pW
sr
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
G.Jo-iz,ig"r3-J 49":!.' HFg.,t {*o&'--
S*"rL /^a,t' lstex*l'''es G'<lo""ize t'^'U'lA 4U&0 C,, r.t l. \^^t-^.n r
drr.plrX Suscne i.. ,-".t "^esJts, sa'cl, $t+." $u)&, \'ookn, *ff'^q? *'-L>C{e Ln os
vcce^,t L"{t .,F\ *'t !'gt*'t mt" a^A i'' t'ook.,p pf'o.'"- AiAfrt -
)e \r)e cav: tY-\ a d..{{"l.'^Y s"L 4 4Ua' lo 5t.r4" in eac\-'
searcl t?r-+ -The s.tt,.6 -pp\ + J .,3ers in ogranizadi:n'
Ltf.- A'"\*l iocG.' arslo-i=.- 'ektl-
.,r| s",o"tl.' attt,lts' u]e
or &tl.T ^ a's{"'^ lo$'^
Can L,ile *--Aon)it 61d&+."nAt, @ Loe.
c,rsl*, ["tl v''"e'r,s
t,.+ vte,u,-r t"ft-"
-)+ Qo lo +- -fout *'7 P"t'- +D accese -t!'' Seo'J- lfft'h
clr?k for" t to
Lff\e-
I*j"t,L- GrsL"., iz e
fL ). S.\ot -ta.o- -?,no,p",oE o!..bT
-4-. Cf'oo.e -tl-. 's"or.l-, Loflo.,f"' L'-k,
& c[tk .Eo[t" ,.,e,.t *o.tl.. tor("o,,]b h)e ur*-U + GrsL'^...voe can q"-{T ^ di[.{"""^t suY { 4ra/6 + d,spt? $' sarc[
Yes,)b- Grkf dArnt, :i.e.u^t rec-orA) I,t[t c,D +-t l^''o*' Yffu,hk*f pho^. d*\ Utl yr'?,t-^se ^"d s.',J, $ ll." T"bb
Z l)se -tl,- avrovce l" ootd
a,^d *o d"f,;. -th e o.Aer ch
or r@rnove i{..^s 1"" +. btr"{,,,.:i-,,i.I., +-$ddo .l.Jd d,*pW
sr
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
+' CLtk c>., t'Scrva' t rlt -.Not . o', S*"t doNo,*t'' -r-,:.+z ^.- ^/- -Yf .+
j$ -Th. sarcl W"t J"t -ot0
-l- ve g,,"o'J 6Jtl^'"')+ \z0c- can oAA "P+"
+ Wc Ca., -rc,t 71err,cr/ e
NIa'.,. Oprl"'l I ilo-.
Jrtr"'",t.,r t,:Li't' {''J& aY e' 3**Q
to {a,,trt, + eq'}" sorcl-' \aflo"t
Lln?e **tT 4a*, s'tc\ es 6cco"'L
o.. Cose N,*1"" &t'., th.- st^.,-l' l-"6"'t'
-Th"r. .{UA^ -.''*t b. U"U -fv.L tn 'tho o'd'" "{ 4J&' i''
{-,u- s<-a'.''' .?'"t vescri*_ sJr,+,-,
+A- \/ce -"t"' ^dd W+""t $"UU 3'd'' as
Drto,lr- o( ci'sL'^ \ -.-5 ctrea $'aa^ +o sa"J-' t?"*
x af * {"td is i.J.d.d i.' *f,c sea'd-' w"v b't tr^"'aJt^ +'Sorne wee(s v,a 4.Id-L.rrl ,.*nv ,4v.os. ."*e{e t1t -.'"t ste{F,of
$aa in *hcjr sco"c\ rts'"t}''
*- Bt..,Ja 'drfa' ate- *ot ana,.tU-"- in seo'c[^' *utJb la'yt*'
86
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
r,&7,
VJrd"{'"- P.,-\ea'-=;^;;* :uiea t+ irof:r'ove d'r^ #\ h Y'u'*i
wl€rs&'- .,,'3tnc-ovvcct)ak/'[l1)eCaodu'f;'"o^€o{^r-nryc-
uobdo\,;x*\,.1-fl"Jrco'a'tto{a(\erro c"-Ji+"t'nAhtre.S-
- P"dY eY(or Y\ess]c -L I
)e VaJ'^iicth'c'n ='d"* a(e' e*ucut.eA "t leco'J' I've--h"''
tk A Vah{od,-n y*1. Can C.'.Jra-trl o $"'*l' o.. e*l'tcE#-o
-il.rf e'oJuo*o' -lhe d^l^ in ovre oY "rrrrore $a* o.J '"L*
)e H,rLdp\. e(to( r',esso,Xe+ *1 W A*f\ * --'' -l-'"n..
)k w[""-,-t1,. .,al,1h{r" ,.il"rt oye- a"[*a 1., . $a; oy se.t o{
-4'aa^ ,'W $tfr*l"p cu*t,* o". {'";r\elrl ::rerp'd oY Xart, ar'\ e*s\7S^uu "
,-
t,rtt*. &r*{o"." .r..J., -fl-,e- vJdAr^ ,-["t o.d * ;.{ A
ol.rt" B vJd - -11". " ec-''d 'n:i11 Sav e
& pov o? '..vJud dola, S^t.r{."..' AiE\"y -tN,. al*ou'ab
u,cf.,.-^ 'ttr-"
xect>rdt a-d\)g( Creafca a.
-tle,-, cL'..kt *A--
aY{ot rne*afle w,do,t .Sav ry 1L'e- :rec"td '
8+
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
t-l
')6- Er.., ,[ *U. J'.,f& ,{.no,."A i-, -tl,e '*Jiio}i- lJ. are- ]
*ot v*itl. on +t Y0' ?'"t, fGu v"[d'-ho'- 21ur'\es 5"1i\\ r , ]
"?pt( a.d wi\l :nesulk .^ an eYYof r^"*0 ..f *L'" pI- bL I
fu$3y:el4ts kka:-,-- Ytake +dA^ "-.&*-*Lt7 "a^"d, dTAj -r -t1," voL"
{ o.,6t1.,e" -[.fa. '
d E.r*r". .t1r.af *.r*t.r, a(e u:;.tLl., a
o[xcolrt G \"., -tho., 3o/
3 Slr"* Datz is b&- ..d D^tz
C".o{i'nq vJdo*r. R^\<.c, -\.':- .;.+r/ -1,- 4,-- - .-\/^!^
F* sta'da'd O!..t^ _1.cLtk yo,r" nto.re + s"tg- crstotzesete"t -fl.,e appj".ir,t" oi1..t -+ cL.k Vafijo.l.,; RJ.ad' c U:.L -t le", i",, -th. valdo{.*.., R,,la6 se.{o",j' €*.' *k'' R,,\. trb,m,. (u.r1*. di+:{. , nl y*" Bo clrrro.{.,.
urltt^, mo sflaces ." st ..iJ .tr,rJo.t,. S,"ct-, aE "-t"r,ol"d .hr"o.+"")
+' setart -tt"'' 'cA'.' ctr-,..kL*Gr o\.t.,.nJneA -fl-,ot -fl.,. ,.."L i,e--ot\ad )
q E 'ft' 'tL.- .
" kacr,rfA'*,' --; e &5s .[.o"oJ., or L*r dea.r.fAnj-f dn;t"9rr'.k. -h.e ,ol,doL* :rrr\e- .f;-- dit-,e.na /ry.-
6' A Gi.re -t1^,- ' f"ro, C="&{...,Rr^;o, _.I L_yyoy L-tsnd^+cro f6yrrul, _+ Tl-,e er-pesfLoin.,t.J {. vJd"ta *h. _f,.1A
ss
sp"df. "o7r- s"l^, as
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
-f' E.,{"t 't1,. ' [-"ro,J
(oR)
W &'7['.^6'dVaLdo.l'-"' surL
e8
t\essa6e
4^b*.i*;r ct-fh"r *=d"fl' {o *t' \}ee( 'r\'e''o -[']d
&- -tt^'. Ertot
to *1"" ve(.
v\esa6. -F'aa is 't1-,. -f.*t lo,O\l"., o t""otJ *pd.at-e d*t -$'e
g S"t".t -tLe ' f"ro. /r.o{ o., "
-It-.''f ,,.o( f,o..r{b ' .L ,*..d 1., cle{e'-i'" 'oL''t'" o" *1-'c-
P0. irle e-\.(oy is &'rfq.d le 4t^," wx-t /rr.o-[1c,no aY<-
-x Tof "[ ?"0"* trabt
,dTI'.. Tof Y&. od-. s*t {1,- ?vror y,,e,'o,1e Jio b" &1t*6./at -th" {rf "/ -tr..
',oB.+ To D'Bd*il -$," ?yvot,r ,eot -to o{rra , cl.,oo"_ ilae-'-r-.ld"Ti\,o"d 1L".,, se,te.t -th. aflropr,ot-. _f;.lrt
NE' .<-f -ih. errov t cr+to^ rs s.t -\.o , -[,aa , +J is bl"ndet"t.d oy
Po7" ,?"*G.o{*', +
l
)e c[t\ c,n
+ c L'.\" c'n
*r\e,s-
a. $.la -h.'* is yead -"\# 6v ",ot vt siHe on th-, &lr4o." arfo.,.",,t..ott
U
-Top .{ ?rq" cl-'x" 4L-.- e r roY
t t ( ,-+o-fr-,r\^-&o. ' t"U*. &, 6qdg lte_ \rrlclCI+ED ,*ta
." 5or. g Nle!.,' b..tto., -{. C.ea_tE adJr*u*l v.Ld*{-c
s1
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
7\
fu*t'r 1t^," $tt *,, e'a,ory\e, sf,o^' *t^,. oppox-tr-t-lf vo],d'l'"u$.r a A"b i., -fl'',e p61.t
..',-fo 4-.,"
e.4\<v{e
" cL,r.
-n-f u9et's ca.,-,&
D*t" " 4'".tnl .
'. cL-" fuf.
ke,utfu.b. b:Tle,s. {"^+. oun>"([,,.
I-.ri-". D"t-"
VaLdod'" R,rler I -A-- r .- - r'\.-a-^
boe uelll ' uEa i*r t tfh VaLdol+r' R-u'tez,
L lsll€uc ) -> .c['',..k. r[ Jl-.. $.."J, J5 zu".o,*g d-';y -th.
creo{,'.'', 4 a ,-''crp "ecu.rd or.'d xe{,r.s TRuE
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06,K
VR ENCLA
VE,Ph:8
6 86 8
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
paf,^rn,^f &.. J*ta is
" Pa YM€N r oveR Du€ '
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
l3cueN @Dt-Art 4z- '\/\J
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+ -tF,- ual''ues aYe Ad+.,.-t ,<+ -th" vcJr"'
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e:
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06,K
VR ENCLA
VE,Ph:8
6 86 8
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6
PDFaid.Com#1 Pdf Solutions
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
REE ex I.^^r'\^/
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
61
E""o;t 'Tl.',p[o'l.s: -.^!/^=- ^^L -!^
l*)e- Ca,r\ Cr"ale
I T"-'"big Hrrlu (*n.7 LIL'L,.-J;iti) Gr-s{o'- (toi*r-*.t *T L.te,[.*d;ir2 vr..,4{o-.
Tg& u 6U tLee{s can CvesG o{ cVanne- -[.,.t cff-dt +".'pl^f"^..\' a
g:s'L*"bd -) 4l-"r.*<do-lo.s w3e.s ,r.rl{h +he_a-d
t-Creal e"EdiE {-rrr-rr- r"..,ploted ()e,| -'-- [-'-,selsn Can HTf',rL €̂ .cnt *r-ptle.
t,.r") crb a L"[|."[^,.od
95r& * --, 6d*i.,1.{"ot", o,4 bse(e wl*h
I'",pl.+* ' pevrnission can creatE cls{o.^ HT ry u
ffd_d;:H- ..Aa.vut7.,.*-..pkt., Jlo- +" aduanrerly3l-a"a fl..,. c-^t,-t "{ ^ t".^p[ol2
Can a.,|o.,.,'.$"."o{'-r-, -",.rltipt. vecardl.)G ett o{ -ff.es. ennarL -[r"rpt L. Can ,.,.(.rJ. " *.4 -6eEe$.a* aeol
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Validation Rules:
For Standard Objects, Click Your Name --> Setup --> App Setup --> Customize --> Select an appropriate
object --> Click on "Validation Rules" ---> Click on "New" button
For Custom Objects, Click Your Name --> Setup --> App Setup --> Create --> Objects --> Click on any
object name--> Go to the "Validation Rules" section ---> Click on "New" button
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Go to the Account detail page and click on Save button without entering the Annual Revenue field.
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
61
E""o;t 'Tl.',p[o'l.s: -.^!/^=- ^^L -!^
l*)e- Ca,r\ Cr"ale
I T"-'"big Hrrlu (*n.7 LIL'L,.-J;iti) Gr-s{o'- (toi*r-*.t *T L.te,[.*d;ir2 vr..,4{o-.
Tg& u 6U tLee{s can CvesG o{ cVanne- -[.,.t cff-dt +".'pl^f"^..\' a
g:s'L*"bd -) 4l-"r.*<do-lo.s w3e.s ,r.rl{h +he_a-d
t-Creal e"EdiE {-rrr-rr- r"..,ploted ()e,| -'-- [-'-,selsn Can HTf',rL €̂ .cnt *r-ptle.
t,.r") crb a L"[|."[^,.od
95r& * --, 6d*i.,1.{"ot", o,4 bse(e wl*h
I'",pl.+* ' pevrnission can creatE cls{o.^ HT ry u
ffd_d;:H- ..Aa.vut7.,.*-..pkt., Jlo- +" aduanrerly3l-a"a fl..,. c-^t,-t "{ ^ t".^p[ol2
Can a.,|o.,.,'.$"."o{'-r-, -",.rltipt. vecardl.)G ett o{ -ff.es. ennarL -[r"rpt L. Can ,.,.(.rJ. " *.4 -6eEe$.a* aeol
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
)e T.*L,\rnar5
+s hle
cL;u
o'd HrYru t".'',p\o[u, con c,L* V.
ea,a, L'
can'+ st d o- Tr\a.55 ..rvil *r a v.s',ol$t " crr',cit +".,p[L
w6eA w[.9 \.oe ,-^d
kV tr3t fud I3S,,-Alrk yk*, *dnu.-y$,,
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a*f-.t *UT o*? -to J.t rrnf.e. -th.
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3 cl-,oon '{1-. .&U- rn , rt-,i.[', +" sL"' *h. +",,,Pt b
+ iel".l -th. 'Gvo;[at\e I%n u<e' cL,".kto* ,..l[ uoe ,^-rid
+.-pt E q{{.r"A -to vse(5 ^t-r. se-dr7 ah e-.,a,.t
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t-ike -tL,;
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
6g
1' E*.t a J.r.'ip+.,r-., S" {1-. {".^ptt-. Bo{- l=-.,p\*ta rreroe- .dd.sc".gl-,'.'., o". $, ir5f.r.,J wse t^td
e. F*., *he *5.,,.[ie.t' $' th. vncs*ffe- +-f affe,r a3 s.$..L
-{o --o,Lq E ,ta, -tl'. *."t to offea" t"-'$t- Yne55 oV.
lo Op{,'".-tt7 , .A.." ^..0. +")A" .., -li-'' **p\-h s{."t --d
Et " V.rqe fr?lJ^ cnre,v;e,,',-^-tl ^'^/- rz- erzrz
(.eqe- -fral, r,erv.-_ as,Ur,t d"..\'',o1J"". $. Xf-+*ts
r,tlh |- ".pb.-d [,+1, i,-,f,,-ot-., 4'* ""*-Jt, vs..{ i*6'". -
- ot,r. , o" *1uy i.',fo""o-l-",,
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f t Attt*.*" Gccoo.***-,,L. ]ICobye.t -f,."fJ har''e .
lL' c['.k oh *.Souu . t*to^
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
-rr-.ptt.s 0" *o -tl^'e .f"tt"-
Cr"A L,- {'rrl E}4 }31rt't*'-*Ye.aa1<\g AtelOrt: r\ t r'\L- w'' t 'v-.*--0 3); /\'^" .l--
T6r c,ea\^1 o"+o" kfT-t"tu E'-@d \
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\o*t FIa'."'.L, t*f,
L* cLtk o'., 'E,.,cit T.-..'pL{.s'T
L cL.k "'rr - ile- fe,.r.,p l*ta " [*H.- .
orslo*Cwi*f-,o*b vsiVl Let'"[^'"oJ) a-^d C"bk - s["tb'(/
o- -fitJ"" i. phi'L' +o t{o"' -th.- +"tP\ttz
* gvartat[" Fo" Use" .L',..t[*o[{."A -tt \)3e(3 rn:he,.' se",A+y
A' cVoo..
b' Cl.'cx.,e e-
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W S"[ect o.n ar[*,,V e,*-dl"g =cttl7 +o A.lr.,rninc- :ti^'. cL'-I'
I - .^r'.A., <tt &' -fi'.- *-'^Pk'b'I
\ , E",t." o d...',f,'.-', ".t -h. {.-^',;tF.IL+ S"[..t {he Ltt=.t,.-d a^d E.^o,, L*f*
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to. E^ta, -the HTl"lL Saxce *.*b +D 4?*n in 't1^,e rressfi e. u:e-
100
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
6q
ldbt^jd-(l^,ir s\.oJJ i-&d t ,il +t.'' HTrrL W'
$'. d{ we aYe t-Jrdr;g crn ,-oA.- \/'e- t"*'.'u-'.'d .7V"a^,
iL lo +" Doc-...-^t. t"t 3o Jt-.,.tI \pe @n t{"r^.. lkl!" tYrsgc -t1l"t Ls on krver -
U
af[ "{
*%t r. 6L:1..
t3 cC"-[! , o*." -tL.,e +* o"\+ version { ,..,or[ or cL..k(J
I -tU *"of {-"*, Ltrnru Ve"sioou + a^to,-o+.^\ yrlz -thc{r} .f:r.orn HTF,IL ve-vsior., -il,-,o;| tho- HTrr r_ -^6,, -fl-,, *.*f-onVerS.,n us avaitoU". -\p reciie-ls u..:tr.o aye u,.*lde- +p vc"tzr+r
ttTDrlL :.,r-cl;V
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W: cLtk *s."'d Tr"[ o-d ve;,{-n yeVe. Rel&, +o Vr?z.r,u a
sa'.$e of, -tn. *..r,ptt-e gcrlr,,ltLJ pi'tt-, J*- 1q*- vec-o'Jt \^re-
cLoo.. or'd st^d o t""t *.,a'L'
tl'' Cfh""-k , ^1., n^rrye -FaJ, in*he *"-.',pttz <,,!..t o-d
'x\"*t" L["^
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
RUb,. !*t.r,-+k Th. ,**.ft", o,-,\t1' all-o*
yrocefie€A -{* o1^rzo+-+- hcc'+L* >wlrrt provd. b"+=Te\ o.d c,.t^e1..^7 + drt,,
'''P-Y 4$-a .'d f"d-A''h , \,,ae';o1 c"\s o d
tteA,ray ,u;L
UJilat.a o^d
iA r,^r'k.fL-s ,"uo* t*s + .,A,-tz *r. {Ju,v fu* "{o.[,ir^r'-L- Emorl
d' f"zl<rs
3 tr'.ld
61.r8
+ o,.tbo*'d yenycs.
E-ro;l ql"rt: -^\-^.^ ^.--d n e- '",ar[ ol.rV tb An
{3@r odp;r",fs u-a{.g -th. e_-ail,be u\"$r, " r.LEers
O
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Ti+st<s:- / /Ta,:A G"', be *0-d -1. usels oy ,u--rd oto.'crs *torr)-
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d=*,fL{=.z .. -Tl. recf t.coFs *{
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o.l*- +t x s*,.L _lo +.1a
-*I.-ttflt^,.*L
,r*,"--
{..t,o^0n
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Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
Js T"ak"
'v {N,.
flPrgtrqPr-du wla**P*n on 16e r*5erts
'tr T.,*W' su.L^ "{
cA*-d-r' ,J*.\^, @n V" xrr*"d-lhe Flur'-'e +-t.
t+
itd IJS",-Fbtd
"l ^ #.lafiaa we
updol. ,>\ on a.t."., -fi_i rplll ,,pd.t_. _th. valr,effHt;T::'"*t ::^n;-vr&T o. -rle t. ".ta ff*fo vrlrr"- ,nake * {il.,,- ,.aL.
E"^"d .'rr a &*J" \ )€ .-.of..q*hd W&.,-
$"ra-tt .k,
to€ Can C\-rrose -f" ^{rphoY cr,lda,lz a rrlr..u
Not-. . - --n---: lh€- '"r"K{b^" ,^Ar* are- fiOd yo-n *",.
o"t[o'"d n*7. rb Gn o.tn- --fl-t,*-b\e 6pr nerc(c Ct^ Xnnr_ .$,*ol; 4o o.
ISeads a Squxe
.*"rrd F^
"+c[.kr7 "Jor"'
b*tlo.,. .
103
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
W { g&:s,-1k"r. ave.
L . t..'"^"d-t ,*.,k,f L-'& -Ti.',. - DT^J""| yo'{{,,-,
b4* pfu,-t'., -tl,.u ki.d {t"rill "n"o^b imro
^*)Wc-"&Jn-,l sf".$.d i., -11-,
*" kft, r- Jhe ,,^ro"kfb- ^J,,-.,pVr^-,"V." a tarrr), ^..u"lz th.
i., -ll,e- ,o*k.tlLo* ,u'l'')k \f..""t2.\Z o.d'o* +*0?* a,s ;*.*1 a,5 {L." .vol,ol'--ncv*le"ia ,,v.- --.,rL.
Ib" ryp.,J..+ hr",k+t"* -\.. -th,. Kt"',d I , ,o'Lf b^" -th e otl* -H-of \uetrc-
-{*" W^ ".i r,rrork I L,,, .
t"l-,.. a oerrrd ..o$.\^,", -tf,. c:rlle'ua ,J .*.r-t -rr-rd3l.o **. +ooo'"
p-' er$rce. Gyrq cavr "rh-""Lt tt7 s-^d ,^y) ....ril*hu o..ooJ t.o",, ;{ ^ hft - vL,n
*u., OT b4," -t1',. c',r" d*ta
{por*,
oI
rc.o.6Jgy
is .lttrA E"o*$ t \-',-J'Jt ,,,orl-fi.'*
c^*Yu*tl.-tt7 s.-.J ,^r.> *,^atl. 4+*E
t^rt e,o a -fle/) accounJ t C"*lrdt-..rn "d.,-t"ll
"pp"Lrlr'
G- ful+tce'C-o.,-t c."tl
-4-[''* -# -il.. tlserer"ri'th s.{-*{*. o U.,vaL A"td
tot
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
C'.oh-q uco.kf,L- Q.,rtea : -a.lvv -t 4/4'-J^./\- ^.-r..-
,-rl"L,
d.
-Th"-
& lr'J + +L" c,r,r-tprler*.E srcl, os -tl.,e
-tt,. ,"fu 6 o.{ir..
-lh. -l.Vlr*'.6 slls o'{e rau't'eA lo c"*' o "'d-{o'
S.lr.L 11,. {..fS.t.rt 'lL. E*,lr-{-,., G.i{e',b o-d P*\' C"i{""a '
+';{U th' *'o"k'f ['- o'-f"''o
6.*rotZ -t1.," -r"kf L. ,,,L
Cv".,le- a rn "k'ft^o'- -Jt 6tt'* *1"' *Yo*, Nlo-e
-> sut*p + Agp s"t"? -+
Cr",.G- -+ rnr"k(to- & Gpptouab
I\,oo'L-fLo RJ.a
J
3
+
vtp.kf{,o* zr,J"rt Gt Y7r- tc<- .["L c- "Nr^-, y.uL'
r,oor{[o- RJe,o J"t ,L y0. J**,^otkfL- *-f,r7, -lE , *',t, Varioue
atw;oLrA {j"'t JJ *l&-,u,
nk:t '- s.l".tdrrA- olo*.,
oble-rl
Vd,.e*)
tor
( sJ""t o',( one u11..{ +"-Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
+e Nb,o
SI.t, ,'
s+
cLt[ .,)a "x[.r.t' t*H-.
Grrftqu,. \^b( 4G* R.*L'a J )
-[7.,V try. ^,.i.t\ tLse- + &|...t *L- .,,ro!rol'-., d* C],I.,,b,
a.d "uJ,_ C*i{e,b.
++ lr-' -tN,. E"tif R*L s".{,-. ^)e ^.r,.,.rt -,.,l., a y-t yl2rnc
o,"d- ryl-..,tt7 , we Ca.r.t .A", a J.a.rrd* {, {a. vrJ'+ fv=!IA* Crl{er,a:- tr., {r.," Er.U-,\..-- Cr)le*h s"c-k- ur.:e
Ca\^ ch.to.. th= afp,ropxr'at-a Crlle,i2 -Crt C_au-se -*ha agrL.-|.-"+ 'W", th. ,no,k.fb- "r,),
o.ol
T[-,. c'l{e-'rb c.n V" se\e-t"! .{"r*r- -tl.," ,-6tt- ^y -th,". ?{.,-.,.
A.' lJtr^'.., a ...od rs C..oLd o{ ,rr[^,.., a ""arA rs eLa,lrd -ot ;,z.r,b,rs! -"rt *il^,. o*lr_ Cri4e,,b
-Tk. tt*G Co -,oL ""_+-r00e,.d crn vecard
tt".ts d- -ot 4{".t {t-e sp..i{'"d ruL c-J e ,b.
*.1.Jt7 *be, & tlr'i", fle ex,ab' R"L
J,
W-Sy".C"- Lz!ta". crr*eA -tl.'.e u-:c*{6.q,l-t a.d R""o"J st^L.
-.1 \Lxlyarto.
-G''
rnritA tec,', d
u-r{to^ w, tl -[". rrl^,.-- -th. occo"t-,f LS cr"*.AstoL. =' U"'rr,hJJe d '
coRJ
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or-U ,0-' t .,.rJ'd^+rA"
lo6
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
*Th,'s ,,^oo.lofLo* ?u!U rc,\|i 0.t -i.." .
uri*h it,e Re ro,-{ s{o{rr-s : u (-)",,rJ,d-+.d
r! oG"r tha", ' u^v.^LJol "A" )
urh.-- a Yea>d Le Ct.oFJ'
J"
n za"\$, ,v&r^ !1".=r-rrord.o tb "f"t"t.a" (pre-v '.,ur\V d +. vilt -
o-1,o., + a ,r-Vis .r.*d oY
secl'.to -il'.,. ay e
tt-ot G ,-E.d +"-h"^ro *o{t
fu?* -h''"{$,*uoork --- - JAy -rhe \op.
-+b* "JL Rt^"' -[^,;3 o*Vcl R*.,, tlr.s =rrL t^sh.-.,
-L,",., R,.L C,i4e",b= C:"i{., ioare -,.F'R*L Cil{e^. = S,-*L .uo\*EdtoJ:.*
@
02 0"7
choose- .tLi, qrl.-" -{. .ff"" o-il Suls"yud ryJ"t.. -{o.*;.\7 sr..ord.r aa -tl.,a ,,rrL ,Ditt --tfl eve{ )Lt,n 6hce tn:h",,
4\-e ,i"r--rA .' *t"A'3 & u'( -k.,e a recovJ ts Ct"*d o{ d;L"d
TC[^.or. -ilrr .p+b. ]r i.,.LJ. yrg., veavJA i^se "ls o-d "P"l"{es
-to .,iA, ztec-orda. -G"se- *{'.'. ceurse ,r7,.-I"A *7*'y.t -[r..,a ,nrr)*, ab 'tr
o'' *' "rer,.,,'A rnech- -tha C'ile''h'
)&*r , ,
Nol-e: - t^1. Can -,ot:-n+ we cl^oot" -th-
ea;L";' oA'o.,I
R,rL. C",{"rta }-4..4.. ar-a.-^.-f--
,Aa *.'*,.- Ar4.-A*- Euu( -f'..,. a vec-ordt
l, -h. R.ol" C.ile,CI
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
3a
R*., -th,r R*t u,[-._./\,zr;: ,/\->- 4a- ^!./v-C"ll.r.b = " (o;{."ia c.re -t.t'--a...a.:arz r'\-*- ,,!:.-.-- c-\.^ -^.=-
Af"a4ot \bl,^s.1*b
R*1,
-1h,, qrl,-" 6 &rp\"6".1 tU a.{.rlv -^d c.Uo-n ,' *ose.t"J tl,u- e.ld .-l;-.- tl.e- A*q d,,*', ,.-rc,l,.rea o''4 S'lt' t-th" Op.no1."6 -F."- -t1.,. l.rt\ o{ vol,ea ^.J ff" vabl
Erc:
_L
R'"ld
c ts. t>,ta
c Ls.dT<> DAYC )
{we-.oot "T"l tD
-Th" 'cdd Ro.^' [irk o,U.r, r]s +p odJ .ffDre czalera ey,l',.^.
,dv,.ru up+o a, ^.r.,a.rrrrr.*r^, { d5 @n lr" .,Jddie $i"u- -lt-re. F\{-en tA*ura {aqt., *thJ, c.Lt ,^r. \rs +o useal*o\.o-,
".rf, esgwt t set -ti^,. C>u-[e",,61.
E. roR. L I l AND LJI t_t"'' il-'i' C-a,be, -th.' C,.lte",b ,.?o C_s2,LC_.|h. c>t*er.a a.<_M- arz -.t .diil b. l*n- -.,.t uoill te +r,^r. *N"^ tdthvt+*^ enu Ana ^?. , I one { c'i{e',ie crite''}r s cE *>,^ o .
t 3 {zu-te
V'nu" -tl^''i' PIL n:t "^ eJ, C'ile,b =- i{o,,^Jo .uoJA., -]o +rr,o"Raaa 4zr= /\--:.-- -r.^*- ---;.- -\-zv zv^ -\--vv4z'Y
-T1..,,. op{,-" ollo*' (,rs +D .*", a $r-Jo +J v.l,n6 va!,re "{ *T}*." or ' ?o,l*e" " -Th- fu, opp[a.,.ta
tof
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
f.,00.* -thc -uV { +" }.,-,"Jo ,"-[.,.o 'l>,-,'e"
)o- C[-,".k S9.,1r*-r -T-cLtk
-ttr..f the $.".,*b
€,dar,,o
on 't1,. 'cL.,".k 3(+"" " t rU-., +"c--,t*.,, Yro e-Y(o( r/trtrug b.+o..
'..htd"lz
P"1'"t^g,T* Jh.s y0.)a cLtk on - So,re & xle.,co b*H*.
*"p s' - -fl P""kfLo* gc+'-"..
J1^,,i.
a.A;.
-To ,Ad o.r-.t i..,-.Jro.tZ *ror(t-o^ o.{or_ cLt[ on
'6dd nlotkfL,o A.I.o, d"-T- d.o,r", s.l..I'-r., J., -lGc l*-.&bl-e
^^'Hf b- G.*'o.,r se c+ir o-J .\..,*.. ei-fh."
Ne* E.rart *t"t -+ 1o c'e".le orn .-"oili o-t.v FNe,o F'"ld upa.! -+ -to ot"$." o -fi."ta *gd-bNew o"tt"r^d yenso9.< of,
0
':'"' . r""tr'7,64;' '1o s"['cb ."i,, u*'\nv ,.tr- *o
af*llale arifl '1h,e yq,.[2.
+ d"S.. an ,dt L.^^J d\esh. < -{. ar**.*r"*z ,ri.lh -Jh. =rLLs9
P"0. *[^,';l- ,l]o'o ,,^-s *o ."*h'. -th. uoo. kfto,,o
i
I
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
b.,ttv, oY) yg6ok.fL^ €J'c,.ss..l'.-,
' cLtk "* *aotd h)orkft^^, e-t .-, t*ft,.".,
Ner^, l-ask' k +--.' -fr*.. +" d^p d^^- L.f5" [e& Gn a.:ia\|qee, 6. ojr.. can b" .4 th +r.," {.-
l.t- Tole o.,d ,.ar,.,rd or,onsy.3 fn'+t' a s*!e.t -[* +. tosko,"d unil*. {tar.6\e $" *"
,to.k.
96L',"". d*" dolo
send on e- rnai I
o\"tt aA prrote.[ed1 ' Cfrlb.. lW ,' *|* o? Cr__., ".+. 1"".fh"
-+lr"Jr is GcLJcol rci-H, th. t =1. anJ _th.,^,
4 cf,*u- a Au. drb"_ sLLr_ a.J f**h"?fE^ Lr> tf," **. zor-,<- { *" a*hrt,>ee.5 5.t 11^,"
-o.{id*r.^ J##g;' *'}*'=" +
G -T[-," "gro-[".t"d G"p...t , .r..fl: ;
3e
*{6-? +^€b & ur*&r S!s1:--lb ofi^,. to"kn--f, r3orhfL*'-
C[r.k Yo* Na.ne -* sr* ,,y + 6W *ty 4 C".ob -->
t,rrk.fto* !. eq>ro,^L ..--> toon({"* R*\..4
TSrncLtk
Jc[tU o,D "€&l'
J
c! p,{,'Jo, Rol. rrh'r,c
Io,','d Sel-t u
d
{ a tu.3et
, ..d + \r^ay[ +.
Ae*criyl'o,, ,.6,-*l.UcL.k crn " So v" u
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
-.
sA q' rit - ahb|ftc \)ser off'- a-J .t^..8 -l|,,rn torkse-l-,. \ c["t i7 on * tt-c*.," " tou
4* e{eL_To Gi6u,"sl7, L"L*.cLtl'' Y*, r..la,^e -+ S-t,f -., 6tp? sety-+ c:testE
-> tnrorkf[o,,o & Gyyou-V *o"k fb.,, R*t67,
Jc Utk 6T) po"d'Jo" hror k.fb R,,1. ilo.,,.
JcLiU- c'^ E [r't ' t ft* o.,,
o \roorkft^^ Gc-l-,ir., " se.*[,.o,-r
J
'd *'u'
-t"rbe-rnorl
4", wo,k[L- Rwtez:4- -v- -\+
*[."h 4- *o.k.flo*, w"lra- /ott"* *h.
l-- cLtk o.,
' t\.- E^*l8 ,t",E+.,
"€otd ,aorkfir,p Gc-t-,'ocr" !.,U-', o"'d s"t..L8tn,t' od'* {"-.., -th. dry3 ol,o-., LuL
a wni1ue- Tr4rnc -{-t*1,. e-.noi I o. \uuL
C-rt-," unriue \Aarn . &" *h. e*"-nar.l o[.rf .b ftur.e/a^d us.d
*,rc o r,.rg :-l'-::n :rY:.:fl'; l" ;:: Lb
derc"i;,.* ''' ulht'' \'oe ^t"' 4-; Y**T -fiaa cofied
+' cl*r" on e-..al[ t"-p\ota (.rro{.-. ".t e_.rort {-.*-,p[lararil\ b. d;ac*ur t', 7 co.r.., y0 4
I r I
d3
a. d"a.',p{b ,{o. *(. e-rna,l o("rt
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
31
5' -Th.- prJot"J c--qfo..-+" cL,ecktr,. is vseA + ..r"k -11,.
o.\..t ae pr,ot".t "dG x[on, sel".b ,^[-,o sL,oJd rece-rve -tl-..s e--rnaj L ot.rb {r,,,-.11,.-avar\"1l. +'"-'R Vtaa'y R.".,1,"-{ s '--@ s"\c.t b..o.^^t otont , " $*--', +h. d*y "
- oLo,o"'t^.L J
+ ,{.f -H.,a Gcco** ow.er is s"[..[d ..t]'"- -the e-mar{ ol"rtts gerrl to +-,. vsel -\-.,, is 1ul as arro.r.f Oroney "-[ -tU.
O-cco'r'.,t :tec-otd '
* Recrpi,nts , €lc.o** TLa'",.t
,{f -tL,'. 'G..o,,^t l-.a,",u s.le.t.J , il-,en we l"or. +chooEe- {** *l-," \o;t 4 \:Lee{e -ilof. ^'. at*,X-d + ^ [5,,d'-
* ;:*Jearn:H*":,; ;' *j; il? se'E
)e Re..pt.-f.: Cv'al*
+]: wset U*.J aa -tt-,. te(ntd. c'eo4o' a.o[ .,t t-f r 3 r I lkl< Lr>c.I Lf,= | L(J l)l) -l ha
-k - v<( *[,, ,r 5st r]-, "t',e ct Jed 821 -["talh € V*( \/()nu tt t:. ^t
" r' r e \* r Lw! evr "0 t
t+ Recry,".lt : Rma.^l -fi.1a
{6 '^, a-..,*i) add,""ss -haa -, -il" s"\otJ o [..L, s.rc f-, o.
*-e E*ar'l +Jd crn C' {a.t vecnroh o( a C.r-sk,--, e-.r,aj I
.d'aallr
It
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
R"..go*s : gumerI-, t. yeco"J Ottrner.
Recrp i..,ft : P*LJ".I $"orps{
c[r.,ose -f"*, fl,. Uut nq wsevs
Rec, p,..-,1-.: Rotet
CL,orsc -f*-- Jh. b"t ?t wse(s at"*r6^ed a p*'Jr" role.
)s Rcc-'pu.-,,1s ', Ro t. or.d 3.'t"rdL;aLes
cibt. -fr*-^ *. L,=+ d use(. ,.n a pa., {,'oJo , 1,"ie, p L'Lrs€(s f..., :ro\..1 b.\o* -th# >ro(e
R.ec^'pi"-'ts : Pse"
6t'',oor" 1fir,.,., th, [itt + a.*iLtl"- LLseYs iq *'l'*'fo"'C R}N
1. Se\".t -th" zcctpi".*s 11;[o +.Jd %ecejve -fL,.= .-,oarlo\euf dn -th. "av*[ot\" R"..;,.#. , u-.\ .-d c[..k c,n" edd'.
8 E-,[.. "{, + -hr. odJi+-*l :tecetfc<-}. .._",.,a.o\ ,.Adv-ess
(,^l[^,,'.[^, *? or y **,[ b" vse(s th *t".+{"c.)q Set th. *Fo., F',*\ ffddr"o ' Jo "itl,., tle c-,r"r..,t userts
e -.cor\ add resg or -Lo Jtr <- ad"-tf ** k{t^o- \)-.'ert s e-.,ar I
c"fo),<*,
\o . cLak on " Sorr' L*\t*
G o p-'d'oJo, t$.f.o,,l.
oL[
)F
il3
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
PDFaid.Com#1 Pdf Solutions
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
6
P,tkLtl.t -,,\..,-..- *v
+*'" pi.ELlrt oP\'-'," i,.r ;'="fia'-,,d cL,ooqe -ttr-,- g.rk['.t v&.c
l\)k C hOos e U se a $".^".\o +o 5 e-t -tf't ..\€,l,.r toL u ' -h C'L"ttz
5+"p' + -[-.'+., <h. $A *rd.lz *,&n^'--l,*,btrU Au. (n.,tl ) i+ rv$e y36l* fu Yc-1r\ove ar'td
-J Lea'e -th o -fi tla tt".[ '
"a sy..-$, dt e".l-'oLb,
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o*'.-t o.s sl^o*.,.
a"r'.\7
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{zrt.q 6J'-':-Yi '^'^'v[^lr ca "dd err$,g o.],o", (,"" uL.r
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Solut
ions,F
:No-1
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Workflows:
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Click on the Add Time Trigger button to create Time - Dependent Workflow Actions
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Configuring tasks for workflow rules:
Configuring e-mail alerts for workflow rules:
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Configuring field updates for workflow rules
The following screenshot shows the updating Text and Number type of fields
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The following screenshot shows the updating Checkbox of fields
The following screenshot shows the updating Picklist type of fields
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Cross -Obect Field Updates:
The following screenshot shows based on the criteria we mentioned on the Opportunity(Child record), we are updating the field update on the Account(Parent record)
Activating the workflow rule:
Go to the any Workflow rule detail page, Click on the "Activate" button
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Data Loader Overview:
Data Loader is an application for the bulk import or export of data. Data Loader is used to insert, update, upsert(insert+update), delete, or export Salesforce records. When importing data, Data Loader reads, extracts and loads data from comma separated values (CSV) files When exporting data, it outputs CSV files Important Points: 1. It Supports all the Standard Objects and Custom Objects 2. Supports upto 1 million records 3. Duplicates will be allowed in the Data Loader 4. Data Loader have batch size
Steps to be followed for Installing Data Loader:
1. Go to the following path to install the Data Loader. Your Name> Setup > Data Management > Data Loader. 2. Click "Download the Data Loader" and save the installer to your PC. 3. Double-click the downloaded file and click on Run to launch the InstallShield wizard. 4. Click on "Next" button. 5. Accept the license agreement and click "Next" button. 7. Click on "Install" button. 8. Click on "Finish" button. 9. To start Data Loader, double-click the Data Loader icon on your desktop.
Settings in Data Loader Start Data Loader by double click on the Data Loader icon and Choose Settings > Settings
Batch Size: In a single insert, update, upsert, or delete operation, records moving to or from Salesforce are processed in increments of this size. The maximum value is 200. We recommend a value between 50 and 100. The maximum value is 10,000 if the Use Bulk API option is selected.
Click on the Settings to
configure the Data Loader
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Insert null values: Check this checkbox to insert blank mapped values as null values during data operations. Note that when we are updating records, this option instructs Data Loader to overwrite any existing data in mapped fields. Server host: Enter the URL of the Salesforce server with which we want to communicate. For example, if you are loading data into a sandbox, change the URL to https://test.salesforce.com. Once you enter the Organization, we need to give following settings (Mandatory) 1. Proxy Host 2. Proxy Port 3. Proxy Username 4. Proxy Password Click on "OK" button
The Data Loader Operations: The Data Loader will do the following operations
1. Insert ---> This Operation is used for inserting records into salesforce
2. Update ---> This operation is used for updating the existing records in Salesforce. Capita
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3. Upsert ----> This operation is the combination of Insert and Update. This operation is used to inserting
the records and updating the existing records in salesforce.
4. Delete ----> This opration is used for deleting the records from salesforce.
5. Export ----> This operation is used for extract all the records from salesforce into CSV files.
6. Export All ----> This operation is used for extract all the records from salesforce i.e including records in
Recycle Bin also.
How to generate Security Token:
Go to the following path
Your Name ---> Setup--->Personal Setup--->My Personal Information---> Click on Reset My Security
Token
Once the "Reset Security Token" button is clicked, a new security token has been sent to email address
associated to user.
Procedure for "Export" operation using Data Loader:
1. Click on "Export".
Click on "Reset My
Security Token" here
Click on "Reset Security
Token" button
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2.
Step 1: Enter salesforce Username and Password. Click "Log in" button to log in. This is applicable when
your network ip address added to Trusted IP Ranges. Otherwise, here the password is equal to Password
+ Security Token.
For example, if password is mypassword, and security token is XXXXXXXXXX, we must enter
mypasswordXXXXXXXXXX to log in.
How to add IP address to Trusted IP Ranges:
Go to the following path
Your Name ---> Setup---> Administration Setup---> Security Controls ---> Network Access---> Click on
"New" button
Enter the Start IP Address and End IP Address i.e The users who are logging with this IP range will have
to enter only password. The users no nedd to enter Security Taken while accessing the Data Loader.
Click on "Export"
here
Enter the
Username
Enter passord +
Security Token
Click on "Log in"
button here
Click on "Next"
button
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3.
Step 2:Select Data Objects Choose an object. For example, select the Account object. If object name does not display in the default
list, check "Show all Salesforce objects" to see a complete list of objects that we can access.
Click "Browse" button, to select the CSV file to which the data will be exported. We can enter a new file
name to create a new file or choose an existing file.
If we select an existing file, the contents of that file are replaced. Click "Yes" to confirm this action, or
click "No" to choose another file.
Click on "Next" button
Enter the Start IP and
End IP Address and
click on Save button
Click on "Network
Access" here
Click on "New"
button
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4.
Step 3: Edit the SOQL query for extraction
Select the fields we want to export. or Click on "Select all fields" button to select all the fields in the
query. Review the generated query and edit if necessary.
Optionally, select conditions to filter the data set. If don't select any conditions, all the data to which we
have read access will be returned.
Select "Show all Salesforce
Objects" checkbox for
showing all the objects Viewing the
selected object
Click on "Browse" button for
selecting the path for CSV file to
which the data will be exported
Click on "Next"
button
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2
Choose the query fields by
selecting the checkboxes here
or Click on Select all fields for
selecting all fields in one shot
Give the Condition and click on
"Add Condition" button for
adding where clause to the
query
Click on "Finish"
button for completing
the export of data
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Click on the "Finish" button and then Click on "Yes" button to confirm the export.
After the operation completes, a confirmation window summarizes results. Click "View Extraction" to
view the CSV file, or click OK to close.
Procedure for "Insert" operation using Data Loader:
1. Double click on Data Loader icon at your desktop and Click on "Insert" operation for loading the records into salesforce.com
Step 1: Salesforce Settings
This step consists of Entering username, password and clicking on "Log in" button to login into data
loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
"Export" operation using Data Loader Section.
Step 2: Select data Objects
Select Salesforce object and csv file
Click on "Yes" button
for confirming the
export of data
Click on "Insert" here
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Choose an object. For example, select the Account object. If object name does not display in the default list, check "Show all Salesforce objects" to see a complete list of objects that we can access. Click "Browse" button, to select the source CSV file from the computer for inserting records into salesforce. Click on "Next" Button
Once we clicked on the "Next" button, small popup window will say about how many records the operation will contains. Click on "OK" button
Step 3: Mapping
Map fields(CSV columns) to the fields in the Salesforce object
Click on "Create or Edit a Map" button for mapping of fields.
Select "Show all Salesforce
Objects" checkbox for
showing all the objects select object
here
Click on "Browse" button for
selecting the CSV file to which
the data will be inserted
Click on Next
button
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Click on "Auto Match Fields to Columns" button for mapping of salesforce fields and CSV file columns
having the same name automatically.
The Mapping can also done by dragging the salesforce fields to the File column Header section
The Mapping can also done by dragging the salesforce fields to the File column Header section. The
above right screen gives the information about the dragging the salesforce fields to the file column
section
After completing mapping of fields, click on "OK" button
Click on "Next" button in the following screen shot
Click on Create or Edit a Map button
Click on "Auto - Match Fields to
Columns" button for auto
matching of salesforce fields with
file column headers
Click on "OK"
button
Drag the field from
the Salesforce fields
and drop into file
column header
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Step 4:
Click on "Browse" button for selecting the directory where success and error files will be saved. Click on
"Finish" button.
Click on "Yes" button to confirm the insert.
Click on "Next"
button
Click on "Browse" button
for selecting the directory
where success and error
files will be saved
Click on "Finish"
button
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The following window shows the successful inserts and errors after loading completed.
Procedure for "Update" operation using Data Loader:
Update --->This operation is used for modifying the existing records.
Note: For updating the existing records, we need Salesforce record ID(15 digits or 18 digits)
1. Double click on Data Loader icon at your desktop and Click on "Update" operation for loading the
records into salesforce.com
Step 1: Salesforce Settings
This step consists of Entering username, password and clicking on "Log in" button to login into data
loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
"Export" operation using Data Loader Section.
Step 2:
Select Salesforce object and csv file
Choose an object. For example, select the Account object. If object name does not display in the default
list, check "Show all Salesforce objects" to see a complete list of objects that we can access.
Click on "Yes" button here
to confirm the insert
Click on "Update"
here
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Click "Browse" button, to select the source CSV file from the computer for updating records into
salesforce.
Click on "Next" Button
Above Mentioned, the Step 1, Step 2 in the update operation which is similar to Insert Operation
Step 3: Mapping
Same procedure as mentioned in the Insert operation.
Note: While mapping, make sure that the field ID is mapped with the file column header in the CSV file.
Step 4:
Same procedure as mentioned in the Insert operation.
Procedure for "Delete" operation using Data Loader:
Delete --->This operation is used for deleting the existing records from salesforce.com.
Note: For deleting the existing records, we need Salesforce record ID(15 digits or 18 digits)
1. Double click on Data Loader icon at your desktop and Click on "Delete" operation for deleting the bulk
records from salesforce.com
Select "Show all Salesforce
Objects" checkbox for
showing all the objects select object
here
Click on "Browse" button for
selecting the CSV file to which
the data will be updated
Click on Next
button
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Step 1: Salesforce Settings
This step consists of Entering username, password and clicking on "Log in" button to login into data
loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for
"Export" operation using Data Loader Section.
Step 2: Select the Data Object and CSV file.
Choose an object. For example, select the Account object. If object name does not display in the default
list, check "Show all Salesforce objects" to see a complete list of objects that we can access.
Click "Browse" button, to select the source CSV file from the computer which contains records which we want to delete from salesforce.(Make sure that your CSV contains Id column) Click on "Next" Button
Click on "Delete"
here
Select "Show all Salesforce
Objects" checkbox for
showing all the objects select object
here
Click on "Browse" button for
selecting the CSV file to which
the data will be updated
Click on Next
button
2
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Step 3: Mapping
In this step, map fields(CSV columns) to the salesforce object. Click on "Create or Edit a Map" button for doing the mapping and then click on the "Auto Match Fields to Columns" button(Make sure that the Id field is mapped) and then click on OK button
The following screen shot shows once we click on "Auto Match Fields to Columns" button, the Id field in
Salesforce object is automatically mapped to Id field in the file column header.
Click on "OK" button and Click on "Next" button in the Mapping window
Step 4: Click on "Browse" button to select the directory where your success and error files will be saved.
Click on "Finish" button
Click on Create or Edit a Map button
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2
Click on "Auto-Match
Fields to Columns" button
Click on "OK"
button
Make sure that the salesforce
Id field value is mapped to Id
file column header
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Click on "Yes" button in the dialog box to confirm deleting records from salesforce.com
Procedure for "Upsert" operation using Data Loader:
Upsert --->This operation is used for inserting new records and modifying the existing records at a time.
i.e insert + update
Note: For updating the existing records, we need Salesforce record ID(15 digits or 18 digits)
For inserting the new records, no need Salesforce record ID. Once the records inserted, salesforce
automatically generates the ID.
Click on "Browse" button for
selecting the directory where
success and error files will be saved
Click on "Finish"
button
1
2
Click on "Yes"
button
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Step 1: Salesforce Settings
Same as the above mentioned screenshots.
Step 2: Select the Data Object and CSV file.
Same as the above mentioned screenshots.
Note: The CSV file should be like the following screenshot
Step:2a Choose fields to use for mapping
Here the select the field(External Id field) for matching on Account
Click on "Upsert"
here
These Records is for
update purpose
These Records is for
insert purpose
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Upsert uses an indexed custom field or external ID to determine whether to create a new record or
update an existing record.
If the external ID is not matched, then a new record is created.
If the external ID is not matched once, then the existing record is updated.
If the external ID is not matched multiple times, then an error is reported.
External ID:
External ID is a flag that can be added to a custom field to indicate that it should be indexed and treated
as an ID.
It is available on all objects that support custom fields.
An Object can have three(3) External ID fields for the following data types:
Text
Number
Click on "Next" Button
Step 3: Mapping
Same as above mentioned screenshots
Step 4: Finish
Same as above mentioned screenshots
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Procedure for Import Accounts/Contacts in Salesforce.com:
Before importing records into salesforce.com, prepare the csv file as per the below screen shot
In the following csv file, the column headers indicates the field names in salesforce.com
1. Click on Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Import Accounts/Contacts
2. Click on Import Accounts/Contacts and Click on Start the Import Wizard on Steps to Import Your Organizations Data
Field Name of salesforce
Click on Setup here 1
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3. Now we are ready to follow the Import Wizard to seamlessly import Accounts/ Contacts into SalesForce.
Click on Next Button in Step 1
4. Click “Browse” button to select the file which we want to Import into Salesforce.com(Select this csv file from your computer)
1 Click on Import Account/Contacts
Click on Start the Import Wizard
2
Click on Next Button
Click on Next Button
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5. The wizard will now start mapping SalesForce fields with those contacts we choose to import.
Note: Some of fields(CSV column headers) already mapped with Salesforce fields because column header have same name as in salesforce.
The following screen shot provides the information about the Mapping of Contact fields(Both Standard and Custom)
If we map the Import field with Salesforce field, then the field value that is there in csv file will be stored in the salesforce, otherwise the value will be blank.
Select the field in import file that should be imported into each salesforce.com field. Once we finished the mapping of Contact fields, click on "Next" button
Already mapped with Salesforce field because the name was same
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6. The following screen shot gives the Mapping of Contact Phone and Address fields
Select the field in import file that should be imported into each salesforce.com field. Once we finished the mapping of Contact Phone and Address fields, click on "Next" button
7. In this step, we can learn about how to map account fields(Mapping between the column headers in csv file and salesforce fields)
Select the field in import file that should be imported into each salesforce.com field. Once we finished the mapping of Account fields, click on "Next" button
We can map the fields by selecting from drop down list
After mapping of contact fields, Click on Next button
1
3
This section indicates the mapping of Custom fields in contact object
2
After mapping of contact Phone and address fields, Click on Next button
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8. The following screen describes about the mapping of Account Phone and Address fields between column headers in csv file and salesforce fields
Select the field in import file that should be imported into each salesforce.com field. Once we finished the mapping of Account Phone and Address fields, click on "Next" button
9. The following screen shot shows the list of columns that we have not been mapped to a salesforce.com field.
Click on "Next" Button
Already mapped with Salesforce field because column header value is same as salsforce field
This section indicates the mapping of Account custom fields
After mapping of Account fields, Click on Next button
Check Overwrite existing account values checkbox
After mapping of Account Phone and Address fields, Click on Next button
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10. Click on Import Now! button in the following screen shot
11. The import Request has been submitted and they will notified by email when our import completed.
Click on "Finish" button
12. Check your mail from salesforce saying that your import completed, it consists of how many accounts created, how many contacts created and what are the errors we are getting which are stopping our import.
13. Once check the Record Count of Accounts and Contacts after inserting from the following path
Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Storage Space
The column header that we have not mapped to a salesforce.com field
Click on Next button
Click on Import Now! button
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Storage Space gives the Organization's Storage usage.
Record Count ---> The Record Count gives the number of records that are in the salesforce
Storage ---> The Storage gives the size of all the records
Percent ---> The percent gives the value saying that this much of size is completed and we can use upto 100%.
Check your Record count here
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Procedure for Import Custom Objects in Salesforce.com:
1. Go to the following path for importing Custom Objects in salesforce.com
Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Import Custom Objects
2. Click on "Start the Import Wizard".
3.
Step 1:From the following screen, Choose the type of record which we are importing (i.e Custom Object) and Click on "Next" button.
Click on Import Custom Objects
Click on Start the Import Wizard
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4.
Step 2: Prevent Duplicates
Use the first checkbox in the following screen for no prevent duplicates i.e this option insert all the records in my import file.
Use the second checkbox which will prevent the duplicate records from being created.
Click on "Next" button
5.
Step 3: Specify Relationships
Select any checkbox in the following screen which will designate the record owners. Click on "Next" button
Choose the object here
Click on Next button
1
2
Click on Next button
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6.
Step 4: Choose the source csv file from the following screen by clicking on "Browse" button and click on "Next" button.
Choose the following csv file
Note: Make sure that the object "Loan" and following fields are created in your edition
Object Name: Loan
Field Name Data Type Values Amount Currency Status Picklist Draft, Submitted, Approved,
Rejected Start Date Date End Date Date
Click on Next button
Click on Browse button to choose the file from the computer
Click on Next button
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7.
Step 5: Do the field mapping from the following screen, use the drop-down lists below to specify the salesforce.com fields that correspond to the columns in import file
Click on "Next" button
8.
Step 6: Click on "Import Now!" button for importing the records into salesforce.com
9.
Step 7: Click on "Finish" button
Click on Next button
Already mapped with Salesforce field because column header value is same as salsforce field
Click on "Import Now!"button
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Once the Import completed, the user will receive following type of email from salesforce support which contains how many records created and what are errors we are getting which are stoping for importing.
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Procedure for Mass Delete Records in Salesforce.com:
1. Go to the following path for Mass Deleting Records in salesforce.com
Your Name ----> Setup ----> Administration Setup ---> Data Management ----> Mass Delete Records
2. Click on "Mass Delete" link from the following screen.
3.
Give the criteria in the following screen and click on "Search" button for getting all the records based on criteria
Click on Mass Delete Records from here
Click on "Mass Delete Accounts" for deleting Accounts
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4. Select the records and Click on "Delete" button for deleting the records
Select the "Permanently delete the selected records" checkbox to delete the records permanently i.e we cannot restore deleted records from the Recycle Bin.
Give the Criteria here
Click on Search button for getting all the records based on above criteria we given
Select this checkbox to delete the records permanently i.e we can not get it from Recycle bin
Select this checkbox to Select all the records in one shot
Click on Delete Button here
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:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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:No-1
06,K
VR ENCLA
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+t
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:No-1
06,K
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Solut
ions,F
:No-1
06,K
VR ENCLA
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Reports:
The following screenshot shows the creation of new Report Folder
Capita
l Info
Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Creating the Reports:
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
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6
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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Exporting Report:
Click on any Report name and click on "Export Details" button
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
6 42 8
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Scheduling Reports:
Click on any report name and click on down arrow mark next to "Run Report" button and click on "Schedule Future Runs..." option
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
6 86 8
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:No-1
06,K
VR ENCLA
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:No-1
06,K
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ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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:No-1
06,K
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Solut
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:No-1
06,K
VR ENCLA
VE,Ph:8
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Dashboards:
Click on "New Dashboard" button
Capita
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Solut
ions,F
:No-1
06,K
VR ENCLA
VE,Ph:8
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Capita
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:No-1
06,K
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Dashboard Running User:
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:No-1
06,K
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:No-1
06,K
VR ENCLA
VE,Ph:8
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Public Groups:
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Solut
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:No-1
06,K
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:No-1
06,K
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Queues:
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Approval Processes:
An approval process is an automated process that organization can use to approve records in Salesforce.
An approval process specifies the steps necessary for a record to be approved and who must approve it
at each approval step.
A step can apply to all records included in the process, or just records that have certain attributes.
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or
first submitted for approval.
The Approval Process determines the delegated approver, if necessary. And it also Determines if users
can edit records that are awaiting approval.
The Approval Process decide if records should be auto-approved or rejected.
Note: Workflow Rules and Approval Processes can be used together.
Comparison of Workflow Rules and Approval Process:
Workflow Rules Approval Processes
1. Are triggered upon Save 1. Are triggered only when a user clicks “Submit
for Approval” button
2. Consist of one set of criteria and actions 2. Consist of multiple steps
Have an entry criteria, step criteria and step
actions
Have Initial submission actions, rejection and
approval actions and actions for each step
3. Can be modified or deleted 3. Some attributes can’t be modified , processes
must be deactivated before they can be deleted
Approval Process Terminology
Approval Actions: An approval action is an action that occurs as a result of an approval process. There
are four types of approval actions:
Task: Assigns a task to a user we specify. we can specify the Subject, Status, Priority, and Due Date of the
task.
Email Alert: Uses an email template we specify to send an email to a designated recipient.
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Field Update: Changes the value of a selected field. we can specify a value or create a formula for the
new value.
Outbound Message: Sends a message to an endpoint we designate. we can also specify a username and
the data we want to include in the message.
Approval Request: An approval request is an email notifying the recipient that a record was submitted
for approval and that his or her approval is requested.
Approval Steps: Approval steps assign approval requests to various users and define the chain of
approval for a particular approval process.
Each approval step specifies the user who can approve requests for those records, and whether to allow
the delegate of the approver to approve the requests.
Subsequent steps in the process also allow us to specify what happens if an approver rejects the
request.
Assigned Approver: The assigned approver is the user responsible for approving an approval request.
Delegated Approver: A delegated approver is a user appointed by an assigned approver as an alternate
for approval requests. Delegated approvers can't reassign approval requests; they can only approve or
reject approval requests.
Initial Submission Actions: Initial submission actions are the actions that occur when a user first submits
a record for approval. By default, an action to lock the record runs automatically on initial submission.
Initial submission actions can include any approval actions such as email alerts, field updates, tasks, or
outbound messages. For example, an initial submission action can update a custom approval status field
to “In Progress.”
Final Approval Actions: Final approval actions are the actions that occur when all required approvals
have been given for a record. Final approval actions can include email alerts, field updates, tasks, or
outbound messages. For example, a final approval action can change the status to “Approved” and send
an email notification.
Final Rejection Actions: Final rejection actions are the actions that occur when an approver rejects the
request and it goes to the final rejection state. Final rejection actions can include email alerts, field
updates, tasks, or outbound messages. For example, a final rejection action can change the status to
“Rejected,” send an email notification, and unlock the record so that users can edit it before
resubmitting.
Recall Actions: Recall actions are the actions that occur when a submitted approval request is recalled.
By default, an action to unlock the record runs automatically on recall. Recall actions can include email
alerts, field updates, tasks, or outbound messages. For example, a recall action can change the status of
a request from “In Progress” to “Not Submitted.”
Record Locking: Record locking is the process of preventing users from editing a record, regardless of
field-level security or sharing settings. Salesforce automatically locks records that are pending approval.
Users must have the “Modify All” object-level permission for the given object, or the “Modify All Data”
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The Initial Submission Actions, Final Approval Actions, Final Rejection Actions, and Recall Actions related
lists contain Record Lock actions by default. we cannot edit this default action for initial submission and
recall actions.
Configuring approval processes:
To create an approval processes, follow the steps below:
Go to the following path
Your Name
Setup
App Setup
Create
Workflow & Approvals
Click on "Approval Process"
Select the Object type from the "Manage Approval Process For:" option. And to create a new approval
process, click "Create New Approval Process" then select Use Jump Start Wizard to set up approval
process in a few short steps. Or, select Use Standard Wizard to configure all approval options.
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Jump Start Wizard
The Jump Start Wizard is provided as a quick way to create simple approval processes that have a single
step. To simplify the settings, the Salesforce CRM application automatically determines some default
options for us with this option.
Standard Setup Wizard
The Standard Setup Wizard enables the creation of complex approval processes. This option provides
the mechanisms to define process and then use a setup wizard to define each step within that process.
Click on the Standard Setup Wizard
Step 1: Enter Process Name, Unique Name and Description. And click on "Next" button.
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Step 2: Specify Entry Criteria
To specify entry criteria, which is an optional step in the Step 2. Specify Entry Criteria page and is used to
determine the records that enter the approval process. Here, we can choose from either the formula
logic or we can select certain fields, operators and values to specify when the desired criteria are met.
Click on "Next" button
Step 3: Specify Approver Field and Record Editability Properties
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In the above step, using the Next Automated Approver Determined By picklist, select a user field if we
want the Salesforce CRM application to automatically assign approval requests to an approver based on
the value in the user field. For example, we may want to automatically send approval requests to a
user's manager as specified in the user's Manager field.
To allow users to manually choose another user that will approve any approval requests, leave the field
Next Automated Approver Determined By blank.
By selecting the Use Approver Field of Record Owner checkbox we can set the approval process to use
the standard Manager field or a custom field on the record owner's user record instead of the
submitting user's record.
Select the appropriate Record Editability Properties and click on Next.
Administrators ONLY can edit records during the approval process ----> Select this option if we want only
users with the “Modify All” object-level permission for the given object, or the “Modify All Data”
permission, to be able to edit records that are pending approval.
Administrators OR the currently assigned approver can edit records during the approval process-->Select
this if we want the assigned approver to be able to edit the records too. The assigned approver must
also have edit access to the record through both their permissions and the organization-wide sharing
defaults for the given object. When a record is submitted for approval, it is automatically locked to
prevent other users from editing it during the approval process.
Step 4: Select Notification Templates
We can choose a custom e-mail template to be used when notifying an approver that an approval
request has been assigned to them. Alternatively, by leaving this field blank, a simple default
e-mail template is used.
Step 5: Select Fields to Display on Approval Page Layout
The approval page is where an approver approves or rejects a request and it is on Step 5. Select Fields to
Display on Approval Page Layout of configuring the approval process where we can carry out the
following:
1. Select and sort the fields we want to display on the approval request page. Capita
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2. Select Display approval history information in addition to the field selected above to include the
Approval History related list which displays the columns Date; Status; Assigned To, Actual Approver,
Comments, and Overall Status.
3. To specify how approvers can access an approval page, select either Allow approvers to access the
approval page only from within the application (Recommended) or select Allow approvers to access
the approval page from within the salesforce.com application, or externally from a wirelessenabled
mobile device, and then click on Next.
Step 6: Specify Initial Submitters Specify Initial Submitters as shown in the following screenshot. i.e Specify which users are allowed to
submit records for approval.
Optionally, select Add the Approval History related list to all [object name] page layouts. This will
automatically update all the page layouts for this object and include a related list that allows users to
view and submit approval requests.
Optionally, select Allow submitters to recall approval requests to give submitters the option to
withdraw their approval requests
Note: When the Allow submitters to recall approval requests option is selected the Recall Approval
Request button in the Approval History related list is visible for the users that have submitted the
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record as well as system administrator. When a user clicks on Recall Approval Request, the pending approval request for the record is withdrawn and recall actions are run. Now Click on "Save" button
Note: We unable to activate the process until we have created at least one approval step for the approval process.
Creating Approval Steps: Approval steps in Salesforce CRM set the flow of the record approval process that associates the participating users at each chain of approval. For each approval step, we set Who - can approve requests for the records; What - must the record contain to meet the criteria, and Why should the record be allowed to be approved (in the case of a delegated approver). To create an approval step, follow the path
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PDFaid.Com#1 Pdf Solutions
Your Name --> Setup --> App Setup --> Create --> Workflow & Approvals --> Approval Processes --> select the name of the approval process, and then carry out the following: Click on the New Approval Step button from the Approval Steps related list section Step 1: Enter the Name, a Unique Name, and an optional Description for the approval step Enter a step number that positions the step in relation to any other step in the approval process as shown next and click on Next button
Step 2: Specify Step Criteria
If we specified filter criteria or entered a formula, choose what should happen to records that do not meet the criteria or if the formula returns "False" where the options are: • approve record to automatically approve the request and perform all final approval actions. • reject record to automatically reject the request and perform all final rejection actions. This option is only available for the first step in the approval process. Click on "Next" button
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Step 3: Select Assigned Approver
In this page Select Assigned Approver where we specify the user who should approve records that enter this step and optionally choose whether the approver's delegate is also allowed to approve these requests. Select Approver Options are: • Let the submitter choose the approver manually which prompts the user to manually select the next approver • Automatically assign to a queue Assigns the approval request to a particular queue. Queues are only available on specific objects (or)
Automatically assign using the user field selected earlier Assigns the approval request to the user in the custom field that is displayed next to this option. This custom field was selected during the configuration of the approval process. • Automatically assign to approver(s) which allows us to assign the approval request to one or more users or related users as shown. Use Add Row and Remove Row to change the number of approvers. There is a limit of 25 approvers per step. If we specify multiple approvers in the Automatically assign to approver(s) option, choose one of the following: Approve or reject based on the FIRST response ---> The first response to the approval request determines whether the record is approved or rejected. Require UNANIMOUS approval from all selected approvers --> The record is only approved if all of the approvers approve the request. The approval request is rejected if any of the approvers reject the request. Optionally, select The approver's delegate may also approve this request. A delegate is the user listed in the Delegated Approver field on the assigned approver's user detail page. Delegated approvers can't reassign approval requests; they can only approve or reject approval requests. Cap
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Click on the "Save" button.
If this is not the first step in the approval process, we must specify what will happen if the approver rejects a request in this step, as shown in the following example, where the options are: • Perform all rejection actions for this step AND all final rejection actions. (Final Rejection) Automatically rejects the request completely regardless of any previous steps that were approved. Salesforce performs all rejection actions specified for this step and all final rejection actions. • Perform ONLY the rejection actions for this step and send the approval request back to the most recent approver. (Go Back 1 Step) Automatically rejects the request and returns the approval request to the previous approver. Salesforce performs all rejection actions specified for this step. Now click on Save and specify any workflow actions we want to set within this step using the options: • Yes, I'd like to create a new approval action for this step now. • Yes, I'd like to create a new rejection action for this step now. • No, I'll do this later. Take me to the approval process detail page to review what I've just created. Finally, click on Go! to complete the approval process.
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Process Visualizer The process visualizer provides a read-only representation of saved approval processes. It can be accessed by clicking on the View Diagram button from within the saved approval process as shown in the following screenshot:
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Having the process set out diagrammatically can help in the understanding of: • The steps necessary for a record to be approved • The designated approvers for each step • The criteria used to trigger the approval process • The specific actions taken when a record is approved, rejected, recalled, or first submitted for approval
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Important Points about the Approval Process
1. Activating the Approval Process:
Go to the following path for activating an Approval Process
Your Name --> Setup --> App Setup --> Create --> Workflow & Approvals --> Click on "Approval Processes" ---> There a list of both active and inactive approval processes is displayed
Go to the Inactive Approval Processes section and click on "Activate" link next to the "Edit" link.
2. Approval processes result in approval history being automatically tracked which is not applied to workfklow rules. 3. When an approval is initiated, the record is "locked down" and cannot be changed by someone other than the approver or system administrator until the record has completed the approval process.
Parallel Approval Process:
Parallel approval processes allow a record to be sent for approval to up to 25 different users simultaneously. i.e The ability to send approval requests to multiple approvers in a single step
When setting up the processes, developers choose the approvers, as well as whether the record requires unanimous approval or whether the record should be approved/rejected based on the first response.
Dynamic Approval Process:
Dynamic approval processes routes approval request to users listed in lookup fields on the record requiring approval. Cap
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Dynamic approval routing allow records to be routed based on complex approval matrices.
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User Interface Settings:
The User Interface settings is used for Modify organization's user interface with the following settings:
1. Click Your Name ---> Setup--->App Setup ---> Customize ---> Click on the User Interface
Enable Collapsible Sections
Collapsible sections enables users to collapse or expand sections on record detail pages using the arrow icon next to the section heading. Sections remain expanded or collapsed until the user changes their settings for that section
Select or deselect each checkbox to modify the user interface settings for Organization
Click on
Save button
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Show Quick Create
The Show Quick Create option adds the Quick Create fields section to the sidebar on a Record tab page to enable users to create a new record using minimal data fields:
The Show Quick Create option also controls whether users can create new records from within lookup dialogs. With the setting enabled, users see a New button in the lookup dialog screen. The following example shows the creation of new account within the account lookup dialog while working with an opportunity record: Click on the Opportunity Tab and click on "New" button Click lookup dialog next to Account Name field, in the popup window, we can select the existing account and also we can create new account by clicking on "New" button if we select "Show Quick Create" option at the user interface settings
Click on the arrow icon to
collapse or expand sections
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Enable Hover Details
The "Enable Hover Details" option allows users to view interactive information for a record by hovering the mouse pointer over a link to that record in the Recent Items list on the sidebar or in a lookup field on the record detail page. The fields displayed in the hover details are determined by the record's mini page layout which is set at the page layout edit screen. The following screenshot shows the hovering the mouse pointer over a link to a record in the Recent Items list on the sidebar:
The following screenshot show the hovering the mouse pointer over a lookup field on the record detail page: We can customize the fields in the small window by going through mini page layout in the Page Layouts
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Enable Related List Hover Links
This option enables related list hover links to be displayed at the top of standard and custom object record detail pages. It allows users to view the related list and its records by hovering the mouse pointer over the related list link. Users can also click the related list hover link to jump down directly to the Related List section without having to scroll down the page.
Enable Separate Loading of Related Lists
This option enables the separate loading of record detail pages. First, the primary record detail data loads, and then the related list data. This option serves to improve the display performance for organizations with a large number of related lists on record detail pages. When the page is loaded, the record details are displayed immediately and afterwards, the related list data loads during which the users see a progress indicator for the related list. We can see that the related list sections are not yet loaded. They appear as […] while the primary record detail (for the account example) is loaded immediately:
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Enable Inline Editing
This option allows users to change field values directly within the record detail page avoiding the clicking of "Edit" button. By double-clicking the field to be edited within the detail page, the field changes to become editable. The new value can then be entered and saved or the action can be undone using an undo button. First, the field is highlighted by hovering over it with the mouse to reveal the pencil icon indicating that the field is editable:
Then double-clicking the field causes the field to switch from a view mode to an edit mode to allow a new value to be entered:
The changed value and the detail page can then be saved in the standard way using the Save button:
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Note: Certain fields cannot be changed using inline editing such as System Fields (Created By, Last Modified By, and so on) Calculated Fields (Formula, Auto Number, Roll-Up Summary, and so on) Read-Only Fields and Special Fields (such as Owner, Record Type, and so on)
Enable Enhanced Lists
This option provides the user with the ability to view, customize, and edit list data. When enabled along with the Enable Inline Editing setting, users can also edit records directly within the list without having to move away from the page: Here we can change Billing State/Province for selected accounts using enhanced lists without going to that record.
Enter the value in the field and select the appropriate Apply changes to option Click on Save button
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Enable Tab Bar Organizer
The Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent horizontal scrolling of
the page. It dynamically determines how many tabs can display based on the width of the browser
window and puts tabs that extend beyond the browser's viewable area into a drop-down list.
Enable Printable list views
This option allows users to easily print list views. If enabled, users can click the Printable View link (printer logo) located at the top-right corner on any list view to open a new browser window:
Within the new window, the current list view is displayed in a print-ready format:
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Enable Spell Checker
When this option is selected the Check Spelling button appears in certain areas of the application where text is entered, such as sending an e-mail, or when creating cases, notes, and solutions. Clicking on this button checks the spelling of your text:
Enable Spell Checker on tasks and events
This option enables the appearance of the Check Spelling button when users create or edit tasks or events. Spelling is checked on the Description field on events and the Comments field on tasks.
Sidebar Settings:
Enable Collapsible Sidebar:
The collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page where the sidebar is included. When this option is selected, the collapsible sidebar becomes available to all users in your organization. However, each user can set their own preference for displaying the sidebar. Users can set the sidebar to be permanently displayed or they can collapse the sidebar and show it only when needed.
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Show Custom Sidebar Components on All Pages If we have custom home page layouts that include components in the sidebar, this option displays the sidebar components on all pages in Salesforce and for all users. If only certain profiles are to view sidebar components on all pages, we can assign a Show Custom Sidebar On All Pages permission to just those profiles. Enable Home Page Hover Links for Events This option enables hover links in the calendar section of the Home tab and allows users to hover the mouse over the subject of an event to see interactive information for that event. Enable Hover Links for My Tasks List This option enables hover links for tasks in the My Tasks section of the Home tab and on the calendar day view and allows users to hover the mouse over details of the task in an interactive section. Enable Enhanced Page Layout Editor This option enables the enhanced page layout editor for your organization for editing page layouts with a feature-rich WYSIWYG (What-You-See-Is-What-You- Get) editor. When we edit any page layout, The following window will populate
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Enable Enhanced Profile List Views This option enables the enhanced list views and inline editing on the profiles list page which allows us to manage multiple profiles at once.
Enable Enhanced Profile User Interface Select this checkbox to activate the enhanced profile user interface, which allows us to easily navigate, search, and modify settings for a single profile. Go to the profiles, and click on any existing profile name
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Grant Login Access: We may grant access to users , so that they have ability to login as you and access your data. We can also access the other users data if they give grant login access to administrators. Path for Grant Login Access is Your Name---> Setup--->Personal Setup---> Click on "Grant Login Access"
Select the Access Duration from the drop down values. Click on "Save" button
The following screenshots shows the one user(Second, Anil) having different profile other than System Administrators gave access to System Administrators. Then System Administrators can able to see "Login" link next to edit link of that user. By Clicking on "Login" link, any administrators can able to login into Second, Anil user and access his data. Note: Mainly this will happen when we are doing testing with number of profile users. We have to test functionality of an application with different users having different profiles.
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Company Profile: The company profile contains core information for organization within Salesforce Company information and primary contact details Default language, locale, and time zone Language Settings License information Business Hours Fiscal year settings Manage Currencies My domain
Company information and primary contact details When company signs up with Salesforce, the information provided is displayed on the Company Information page. Go to the following path to access the company information page: Your Name
Setup Administration Setup
Company Profile Company Information.
From the Company Information page, we can edit the company default localization settings and primary contact details:
Default language, locale, and time zone The company information settings for language, locale, time zone can affect how key data is handled for the organization. Go to the following path Cap
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Your Name Setup Administration Setup Company Profile Company Information click on “Edit” button
License information
A user license determines user to different functionality within Salesforce and determines the profiles available to the user. Salesforce bills an organization based on the total licenses and not on active users. Go to the following path for checking User Licenses: Your Name Setup Administration Setup Company Profile Click on Company Information Go to the User Licenses Section
Business Hours:
Using Business Hours, we can select the days and hours that support team is available. These hours, when associated with escalation rules, determine the times at which cases can escalate.
If we enter blank business hours for a day, which means organization does not operate on that day.
Go to the following path for Business Hours: Your Name Setup Administration Setup Company Profile Click on Business Hours
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Manage Currencies and conversion rates: Currency settings are organization-wide within Salesforce and can be set using either a single currency option using the Currency Locale setting on the Company Profile (or) as a multiple currencies option— where we can add currencies and set conversion rates—using the Manage Currencies link within the Company Profile section. Note: Multiple currencies can only be enabled by request to Salesforce customer support. When activated, the Currency Locale field and its value is passed to a new field Corporate Currency also on the Company Profile. The corporate currency reflects the currency in which company reports revenue and is used as the rate that all other currency conversion rates are based. This is initially set by Salesforce.com when the Salesforce application is activated. Single currency In a single currency organization, we can set the organization-wide currency locale for company and Salesforce users cannot set individual currency locales. Multiple currencies: In a multiple currency organization, we can set the corporate currency instead of the currency locale and Salesforce users can also set their individual currency by following the path Your Name Setup Personal Setup My Personal Information Personal Information. Note: 1. Currency becomes a required field on records where it has been added or was originally defined and so must be considered when activating the Multiple Currencies option and then importing data or custom object creation.
2. Only active currencies can be used in currency amount fields Cap
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Active Currencies: The list of active currencies represent the countries or regions in which company trades. Only an active currency can be set by system administrator, on the organization profile or by users on their individual user records or on data records in currency field. Manage currencies:
The Manage Currencies section enables us to maintain the list of active currencies and their conversion rates in relation to the corporate currency and can be accessed by following the path Your Name Setup Administration Setup Company Profile Manage Currencies. Note: Changing the conversion rates will update all existing records with the new conversion rates even the closed opportunities. As a result we will not be able to measure financial changes due to the effects of currency fluctuations unless we have implemented Advanced Currency Management which stores dated exchange rates. We cannot delete a currency once we activate it.
Click on the "Edit Rates" for editing the conversion rates.
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Click on the “New” button for creating the new currency by entering Currency Type, Conversion Rate, and Decimal Places.
Click on "Change Corporate" button for changing the currency type. Ex: Indian Rupee to U.S Dollar
Fiscal Years: A Fiscal Year is a period of time that an organization uses for financial planning purposes, such as forecasting. Fiscal years usually contain smaller fiscal periods. There are two types of Fiscal Years
• Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout much of the world.)
• Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements. Forecasting can NOT be used with Custom Fiscal Years Customizable Forecasting must be enabled for use with Custom Fiscal Years Cap
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• What is a Custom Fiscal Year? Flexibly define fiscal year and other time periods Define once, use everywhere Pre-defined commonly used financial year structures
To View the Fiscal Years, go to the following path, Your Name --> Setup --> Administrative Setup --> Company Profile --> Click on "Fiscal Year" ---> Click on "New" button
Click on "Continue" button and click on Save button Holidays: Holidays are dates and times at which business hours are suspended. Business hours are the days and hours that support team is available. Go to the following path for creating Holidays for the Organization Your Name --> Setup --> Administration Setup --> Company Profile --> Holidays ---> Click on "New" button
Enter the dates and times at which to suspend business hours and escalation rules associated with business hours. And click on "Save" button Cap
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Language Settings The Language Settings feature allows us to specify the acceptable languages that can be used within the Salesforce CRM application. This feature can be set by following the path Your Name --> Setup --> Administration Setup --> Company Profile --> Language Settings. Then choose the languages that we want to make available to users by selecting them from the Available Languages picklist, and then clicking on Add. In the example shown next, we have added Spanish and French along with English, and these appear in the Displayed Languages list.
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Now the languages that appear in the Displayed Languages list are then shown as available options in the Languages picklist section on user's Personal Information pages as shown below:
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Feature
N/A 20 per object 20 per object
Custom Fields 5 per object 25 per object 100 per object
Custom Apps N/A 1 1
Custom Labels N/A N/A N/A
Custom Objects N/A 5 50
N/A 8 8
20 KB 20 KB 20 KB
5 MB 5 MB 5 MB
Email Templates: Maximum Size
5 MB 5 MB 5 MB
10 MB 10 MB 10 MB
N/A 20 20
250 250 250
Formulas: Maximum Number of Characters3,900 characters 3,900 characters 3,900 characters
4,000 bytes 4,000 bytes 4,000 bytes
Permission sets N/A N/A N/A
N/A N/A N/A
Tabs N/A 3 5
Users: Maximum Number of Users Created1 5 10
N/A N/A 50
N/A N/A N/A
Personal
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Active Validation Rules
Custom Objects: Maximum Number
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Documents: Maximum Size of Custom
App Logo
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to Upload
384 KB for text
email templates
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Field History Tracking: Maximum Number
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Standard or Custom Objects
Fiscal Years: Maximum Number of Custom
Fiscal Years
Formulas: Maximum Formula Size (in
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Relationship Fields No Additional Limit 25 25
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Approval Processes N/A N/A N/A
N/A N/A N/A
N/A N/A N/A
Active Rules
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20 per object 100 per object 500 per object 100 per object
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300 sharing
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25 25 25 25
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N/A
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300 per object
1,000 per
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300 per object
1,000 per
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