Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part V

BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses on relationship, !orm la !ield and c stomi#ation. $oin o r pro!essional training program and learn !rom e%perts.

Description:

History:
Version "#$ "#$ Description Change %nitia! Dra&t Re+iew,$ Author Pu !ish Date Chandra Pra'ash Shar(a $"th )un *"$* A(it Shar(a $*th )un *"$*

www.bispsol tions.com Page '

www.bisptrainigs.com

www.h&periong r .com

Contents
(ontents.......................................................................................................................... ) *elationship in Sales"orce............................................................................................... + "orm la "ield in Sales"orce............................................................................................. , How To -dd "orm la "ield ........................................................................................... , /ini Page 0a&o t in Sales"orce...................................................................................... '+ ( stomi#ation in Sales"orce.......................................................................................... '1 How can add Tab description ........................................................................................ '2

www.bispsol tions.com Page )

www.bisptrainigs.com

www.h&periong r .com

Re!ationship in Sa!esForce
3se relationship to associate one ob4ect to another ob4ect in sales"roce.com. The relationship 4 st called parent o r child relation, create relation parent o r child relation. The ob4ect which on &o create a relation is called the child, &o can onl& create a relation !ield on the child ob4ect. In Sales"orce &o have two option $#- Loo'up Re!ationship *#- .aster Detai! Re!ationship $#- Loo'up Re!ationship :/ 0oo5 p !ield is non mandator& !ield b& de!a lt, deleting the parent record will not a!!ect the child records, in loo5 p *elationship we have create )1 child. *#- .aster Detai! Re!ationship .- /aster detail !ield is mandator& !ield b& de!a lt, deleting the parent record will also delete all the associated records, master detail relationship we have create ) parent. (lic5 to setup -6 create -6 clic5 on !ield a!ter that &o !ind the Custo( Fie!ds 0 Re!ationships in Custo( Fie!ds 0 Re!ationships clic5 on new b tton. and select the Loo'up Re!ationship *adio b tton. chec5 this ration b tton and clic5 to 1e2t b tton. &o can see below.

Step $ :/

-!ter (lic5 1e2t b tton

www.bispsol tions.com Page +

www.bisptrainigs.com

www.h&periong r .com

Step * :/
There is one dropdown men name is Re!ated List in this dropdown select an& val e which want to &o and clic5 to 7e2t b tton. &o can see below .

Select an& val e and clic5 to ne%t .

Step 3 :/
"ill the "ield 7ame and clic5 to 7e%t b tton.

www.bispsol tions.com Page 8

www.bisptrainigs.com

www.h&periong r .com

Step 4 :/
(lic5 to ne%t B tton and Go ne%t screen.

www.bispsol tions.com Page 1

www.bisptrainigs.com

www.h&periong r .com

Step 5 :/

(lic5 to 7e%t b tton.

Step 6 :/
(lic5 to Sa+e b tton. www.bispsol tions.com Page 9 www.bisptrainigs.com www.h&periong r .com

-!ter that &o can clic5 on emplo&ee tab and chec5 the change on emplo&ee tab.

-!ter Save &o can see that page .

I! &o want see position is dependent or not !or e%ample delete the an& position name a!ter that &o can see the changes. www.bispsol tions.com Page 2 www.bisptrainigs.com www.h&periong r .com

-nd be!ore deleting S" :eveloper &o can see

(lic5 on Positions Tab and clic5 a!ter that clic5 an& !ield name and delete this !ield E2 :/ Positions /6 S" :eveloper /7 :elete &o can see below screen.

-!ter delete Position name &o can see that !iled is empt& beca se these !ield depend on position !ield.

:epending !ield

www.bispsol tions.com Page ;

www.bisptrainigs.com

www.h&periong r .com

For(u!a Fie!d in Sa!esForce

"orm la "ield called (ross ob4ect !orm la !ield. -nd the& are wor5 onl& in relationship. it can ma5e se o! vario s data and operations to per!orm the calc lation

How 8o Add For(u!a Fie!d :

(lic5 to Setup /7 O 9ects -6 se!ect your custo( o 9ect:E2 :/ E(p!oyees- and !ind Custo( Fie!ds 0 Re!ationships clic5 on 1ew B tton. and chec5 the !ield For(u!a &o can see below.

Step $:/
Select "orm la and clic5 1e2t b tton .

Step * :/
Give the First La e! name and select For(u!a Return 8ype and clic5 to 1e2t b tton.

www.bispsol tions.com Page ,

www.bisptrainigs.com

www.h&periong r .com

Step 3 :/
In this step clic5 on %nsert Fie!d b tton a!ter that open pop p window &o ma& be select &o r !ield clic5 to %nsert b tton .

-!ter that &o can see that "orm la is add in te%t !ield. see below. There &o can see "orm la will add on te%t !ield clic5 to 1e2t b tton .

www.bispsol tions.com Page '<

www.bisptrainigs.com

www.h&periong r .com

Step 4 :/
-!ter that clic5 to 1e2t b tton .

Step 5 :/
i! &o want to add more !orm la !ield clic5 to Sa+e 0 1ew b tton else clic5 on Sa+e b tton.

www.bispsol tions.com Page ''

www.bisptrainigs.com

www.h&periong r .com

-!ter That &o can chec5 it (lic5 to ( stom ob4ects=E% .- Emplo&ee> and &o can an& emplo&ee list and see the changes.

These are !orm la !ield and it will not editable

?hen &o add new record &o can !ind there is no !orm la !ield show .it will show onl& view time.

www.bispsol tions.com Page ')

www.bisptrainigs.com

www.h&periong r .com

There is no !orm la

.ini Page Layout in Sa!esForce

@o can de!ine mini page la&o t !or the records that appear in the mini view in Sales"orce. This allows sers to access in!ormation across m ltiple ob4ect and m ltiple records t&pes on one screen witho t the se o! c stom !orm las, Ais al"orce pages, or an& other code. /ini Page 0a&o t onl& show mandator& !ields. @o can all so add new !ield on candidate list .

how can open (ini page !ayout !ist in Sa!esForce :/

(lic5 on the ( stom ob4ect =E% .- Positions> and a!ter that clic5 on an& position na(e

-!ter that clic5 on Edit Layout

www.bispsol tions.com Page '+

www.bisptrainigs.com

www.h&periong r .com

-!ter That (lic5 on .ini Page Layout

-!ter that &o can show below screen on this screen &o can add the available item and clic5 to Sa+e b tton.

-!ter Sa+e &o can chec5 the emplo&ee list.

www.bispsol tions.com Page '8

www.bisptrainigs.com

www.h&periong r .com

This is mini page la&o t

Custo(i;ation in Sa!esForce
I! &o need to adapt Sales"orce ! nctionalit& to &o r compan&Bs e%isting processes and wor5!lows so as to ma5e them more e!!icient and e!!ective, we will help &o c stomi#e &o r Sales"orce e%perience. ?e can c stomi#e and personali#e &o r e%isting Sales!orce.com (*/ sol tion according to &o r b siness needs. "or E% .- i! &o want to add new emplo&ee record there is man& post and emplo&ee code available how to !ind the partic lar $ob and emplo&ee code etc. see below on screen.

&o can seen pper screen there is man& 4ob available i! &o have man& o!!ice in co ntr& and have &o reC irement o! in p ne, 4ava developer in this list !ind to &o on 4ob bases ver& di!!ic lt so &o can add some more in!ormation abo t position li5e a cit& name, s b location etc.

How to Create :
(lic5 on Setup -6 O 9ects -6 Se!ect any o 9ect :E2 :/ E(p!oyees- - 6 there is !ind &o Search Layout in this section &o can !ind Loo'up dia!og# &o can see below #

www.bispsol tions.com Page '1

www.bisptrainigs.com

www.h&periong r .com

-!ter that &o can clic5 on Edit b tton and add item &o can show below screen.

-!ter that clic5 to save b tton and see below. @o can seen that changes

?hen clic5 on an& c stom ob4ects Tab =E%. - Emplo&ees > there is show list not ! ll& describe &o can show below screen.

There is no /ore Tab available www.bispsol tions.com Page '9 www.bisptrainigs.com www.h&periong r .com

How can add 8a

description

(lic5 to setup - 6 o 9ects -6 select on custo( o 9ects name=E% .- Emplo&ees> clic5 on this Tab and !ind the Search Layouts panel in this panel E(p!oyee 8a is show clic5 to Edit b tton.

-!ter that add available !ield clic5 to Add b tton and save the data &o can chec5 it clic5 on emplo&ee Tab. see below.

a!ter save the data &o can see it in emplo&ee record available with details.

www.bispsol tions.com Page '2

www.bisptrainigs.com

www.h&periong r .com