Roles Roles
CapitalInfo
HRManager
Admin
Profiles
Profiles License
System Admin Salesforce
Capital Admin Salesforce
HRManager Salesforce Platform
HRExecutive Salesforce Platform
Reception Salesforce Platform
Users
UserName License
Your Nmae Salesforce
Wilson Salesforce
Divay Salesforce paltform
Kavya Salesforce Platform
Faraz Salesforce Platform
HRExecutive
Reception
Clone View and Configuration Manage Roles
Yes yes
System Admin Yes No
Salesforce Platform No No
Salesforce Platform No No
Salesforce Platform No No
Role Profile
CEO System Admin
Admin CapitalAmin
HRManager HRManager
HRExecutive HRExecutive
Reception Reception
Manage Profliles Mange Users Customize Application
Yes Yes Yes
No No yes
No No No
No No No
No No No
Lead : Enquiry
Field Label Field Name DataType
Last Name LastName Text
FirstName FirstName Text
Company Company Text
Phone Phone Phone
Mobile Mobile Phone
Email Email Email
Course Type CourseType PickList
Course Course PickList
LeadSource LeadSource PickList
Qualification Quaification PickList
Passout Passout PickList
Status Status PickList
1. Create a Custom Formule field LeadScore
FieldName LeadScore
Return Type Number
Rule Field Name
Phone
Email
Passout
2. Create Formule Field Rating
Field Name LeadQuality
Return Type Text
Rule If Score is more than 20 give 5 star
If score Is more than 10 give 4 stat
other wise give 3 star
3. Create a PageLayout :
Name New Enquiry Layout
Column1
FirstName
Phone
Course
LeadSource
Email
Add Related List Notes &Attachment
Approval history
4. Create a minipagelayout ;
Fields LastName
FirstName
Phone
Course
Status
5. Validations
1. Rule : When New Lead is created with Course
2. Rule :Phone or Email or mobile should be pro
Workflow
1 . When ever new enquiry is created send them the confirmation
2. When ever a new enquiry is created for Online assign a tast to O
3. When ever a new enquiry is created for fasttrack assign the task
OWD : Public Read |Write
Profile Read Create
System Admin Yes Yes
Admin yes Yes
HRManager Yes No
HRExecutive Yes No
Reception Yes Yes
Fied Level
Profile Field Name Read
HR Manager Phone Yes
HRManager Email Yes
HRExecutive Phone Yes
HRExecutive Email Yes
Options Changes Standard/Custom
- Standard/
- - Standard
- Standard
- - Standard
- - Standard
- - Standard
ClassRoom, Online, FastTrack Custom
Sfdc,java,Pega - Custom
Walkin,Phone,Email,Refferal Change the options Standard
Mtech,BTech,MBA Custom
2009--2020 Custom
Contacted ,Demo,Pending Standard
Blank NotBlank
0 10
0 10
0 10
an 20 give 5 star
an 10 give 4 stat
Column2
LastName
Mobile
Course Type
Status
Mobile
Open Activities
Activity History
is created with Course Type as online, phone no cannot be blank
mobile should be provided while creating the enquiry
hem the confirmation mail with coure details
nline assign a tast to Online queue
sttrack assign the task to Owner
Edit Delete View All
yes Yes Yes
Yes Yes yes
yes No Yes
Noo No Yes
Yes No No
Write
No
No
No
No
Modify All
Yes
NO
No
Field Name Field Label DataType
Name Name Text
Qualification Qualification PickList
Phone Phone Phone
Rating Rating Picklist
Course Course PickList
Course Type Course Type PickList
Email Email Email
Salary Salary Currency
Status Status PickList
1 Create Two PageLayouts
Student PageLayout
Column1 Column2
Name Phone
Qualificaiton Email
Faculty Layout
Column1 Column2
Name Phone
Qualiication Email
Course Course Type
Salary Status
Owner CreatedBy
2 Create Two Record Type
Record Type PageLayout
Student Student Layout
Faculty Faculty Layout
3 Create a Approval Process
Entry Criteria Record Type is Faculty
AutoMated Approver Manager
Who can submit Owner
Approval Action Status is Action
Rejected Action Status is InActive
Send Email to Owner of the record
4
Options Changes Standard/Custom
- ChangeAccount Name to Standard/
Name
Mtech,Btech,MCA,MBA - Custom
- - Standard
- - Standard
Java,Sfdc,Pega - Custom
ClassRoom,Online,FastTrack Custom
- Custom
- - Custom
Active / InActive - Custom
Profiles
All
All
Owner of the record
