salesforce beginner's guide lab #6

8/14/2019 SalesForce Beginner's Guide Lab #6

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part VI

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or Sales"orce. The docment !ocses on

master details relationship.#oin or pro!essional training program and

learn !rom e$perts.

History:Version Description Change Athor P!"ish Date#$% Initia" Dra&t Chandra Pra'ash Shar(a%)th*ay )#%)#$% Re+iew,% A(it Shar(a %-th*ay )#%)

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Contents'ontents.......................................................................................................................... (

)aster *etail +elationship...............................................................................................

alidation b% sing +elational perators in Sales"orce.com.........................................../

How To 'hange Setting In )aster *etail 0....................................................................1

+oll-p Smmar% "ield in Sales"orce ............................................................................&2

How to create +oll-p smmar% !ield in Sales"orce ...................................................&&

3ssign Tas4 in Sales"orce..............................................................................................&5

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*aster Detai" Re"ationship

)aster *etail +elationship create mltilevel master detail relationships. )aster *etail+elationship per!orm parent child relationship and all so de!ine master detailrelationship cstom ob6ect and standard ob6ect.

'hild record mst have a parent. 'ascade record-level secrit%.

show master detail relationship with compare two ob6ects E$-7'andidates and 6obapplication8!lowing some steps !or create master detail relationship.

How to Create *aster Detai" Re"ationship :.'lic4 to Setp-9 Create-9 O!/ects-9 'lic4 to 0ew Csto( O!/ect

Step % :.'reate new 'stom b6ects E$- 7+eview8.

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Step ) :.3!ter creating add new Csto( Fie"ds 1 Re"ationships. select an% data t%pe E$-7iam selecting nmber !or review rating.

"inish all the step on this Csto( Fie"ds 1 Re"ationshipsand same add all so

anther Te$t area !ield.

Step - :.'lic4 to 'stom "ields : +elationships0ew btton and select the *aster.Detai"Re"ationshipshow in below.

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Step - :.Select *aster.Detai" Re"ationship and clic4 to 0e2tbtton.Select the other ob6ect to which this ob6ect is related.clic4 to 0e2tbtton.

Step 3 :.'hec4 the option and clic4 to 0e2t btton.

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Select b6ect


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'lic4 to 0e2t.. 0e2tbtton and Save this relationship.3!ter that %o can see that clic4 on 6ob location and see below give the review. clic4 to0ew Re+iew btton create review,

Va"idation !y sing Re"ationa" Operators in

Sa"esForce$co(

E2: .How to validate in +eview rating !ield ser cannot give less than & and greeterthen &2.

Step % :.How to create +a"idation :

'lic4 to Setp -9 Create-9 O!/ects -9 select %o csto( ta!7e$- +eview8 -9 thereis %o can !ind Va"idation R"eslin4 on near top side page.

%o can see below, 6st go and mose hover on this lin4 %o can see popp windowrelated to alidation+lesclic4 to 0ewbtton

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In )aster *etail it is not

re=ired chec4 this chec4

bo$ it is b% de!alt chec4 .


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3!ter that show on new page on this page !ill all mandator% !ields, clic4 to Insert &ie"dbtton to inserting !ield.

>o can write validation 7E$ 0- condition 3 ? 2 @@ condition B 9 &2 8 !or adding operatorclic4 to Insert Operatorbtton. 'lic4 to Sa+ebtton !or save this validation.

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3!ter that %o can chec4 i! %o give wrong entr% it will throw error message and notaccept greeter then or less then vale.see below image. onl% give tre vale .

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How 4o Change Setting In *aster Detai" :

I! %o want to change/o! app"icationon Re+iew pagethere not possible %o want

to change some setting.

letCs see the stepCs how to change setting allow to enter !ield data.

'lic4 to Setp-9 O!/ects-9 Select %or csto( o!/ect &ie"d7E$- +eview8 and inthis page !ind the Csto( Fie"ds 1 Re"ationshipsthere is !ind Data type . *aster

Detai"clic4 to Editbtton %o can see below.

3!ter clic4 on Edit btton %o can see new screen.

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I! %o want to change this 6ob

application there not possible

%o want to change some


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chec4ed this chec4 bo$ and clic4 to Save btton. a!ter that go to +eview cstom ob6ectand there is %o can see the !ield is available on editable mode.

Then %o can change this 6ob application.

0ote :.Pro!ile with modi!% all or s%stem administrator in master detail.

Ro"".p S((ary Fie"d in Sa"esForce

The +oll p smmar% !ield spport onl% se o! static criteria !or evalating which recordto 'D


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. )in;. sm

Ro"".p S((ary Li(itations : - The !ield being rolled p cannot be a !ormla !ield.

- mst be master-detail relationship in order to se them.- %o can pt onl% &2 roll-p smmar% !ields.

0ote :.+oll-p smmar% !ield is onl% enable !or a parent ob6ect in a master detailrelation.

How to create Ro"".p s((ary &ie"d in Sa"esForce

Go to Setp.9 Create.9 O!/ects.9 Se"ect yor parent o!/ect5E2 :. 6o!App"ication7.9 &ind Csto( Fie"ds 1 Re"ationshipsand clic40ewbtton .9 andselect Ro"".8p S((ary

Step % :.

chec4ed this +oll-Dp Smmar% !ield and clic4 to 0e2tbtton.

Step ) :.

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"ill the all !ields, "ield Fabel, "ield


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E:- %. 3ll records shold be inclde in the calclation !or all records.E :-(. nl% records meeting certain shold be inclde in the calclationwhen %o select option ( !or choose selected item or !ields. a!ter select option %ocan see below how loc4 the page.

I will select '-&, * and E-& and clic4 to 0e2tbtton %o can see below.

Step 3 :. 'lic4 to 0e2tbtton.

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Step ; :.

'lic4 to Save btton !or save this Ro"".p s((ary &ie"d$

3!ter that %o can clic4 on parent o!/ect5E2 :. 6o! App"ication7%o can see below.4ota" Rating $

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Assign 4as' in Sa"esForce

Sales"orce provide to %or organiation to provide an% tas4, meeting schedle,sb6ect, *e date, Priorit%, 'omments, +eminder etc b% sing 4as'lin4.

How to Assign 4as' :'lic4 to Ho(etab .9 Create 0ew .9 4as'

'lic4 to Tas4 lin4 then %o need some !ield !ill. these are !ield show in below.

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3!ter that %o can save this tas4.

3!ter that assign tas4 %o can see that how to loc4 assign tas4 stats emplo%ee side.%o can see this tas4 Csto( O!/ect5E2 :. 6o! App"ication7 clic4 on this !ield.

3!ter %o completed tas4 %o can change Stats. that time stats is


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3!ter change Stats Sa+ethis stats.

3!ter that %o can see the screen . there %o can see tas4 is done. %o can see belowimage.

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salesforce beginner's guide lab #6

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