Objects, Fields, Tabs, Apps, Related Lists, List Views
1. Create the following Custom Objects along with the details as mentioned below:
SKILL-LyncDEP
Sr. No. Field Name Field Type Description
1 Department ID Auto Number DEP-{000000}
2 Department Name Text(80)
3 Description Text Area
SKILL-LyncEMP
Sr. No. Field Name Field Type Description
1 Employee ID Auto Number EMP-{000000}
2 First Name Text Mandatory
3 Last Name Text(255) Mandatory
4 Full Name Formula (Text) Computed from First Name and Last Name fields
5 Date of Birth Date Mandatory
6 Age Formula Compute the Age based on entered DOB
(Number)
7 Address Text (100)
8 Street Text (100)
9 City Picklist (Hyderabad, Guntur, Bhopal, Surat, Gandhi Nagar,
Mumbai, Pune)
Picklist dependent on State i.e. if Maharashtra is selected
as the State only Mumbai and Pune show up in the City
picklist
10 Zip Text(6) Mandatory
11 State Picklist Values: (AP, MP, Maharashtra, Gujarat) – Mandatory
12 Education Type Picklist Technical / Non Technical
BE, ME, B Tech., MCA, BCA, B Sc. - Values visible for
technical employee
Education Picklist
ITI , Printing, Photography - Values visible for non
technical employee
Eligible for loan for Checkbox
higher education
This checkbox should be visible only for the non technical
employee
13 Annual CTC Number (10, 2)
14 Salary Credited Till Roll Up Summary SUM(Gross Salary)
Date
15 Max Salary Paid Roll Up Summary MAX(Gross Salary)
Min Salary Paid Roll Up Summary MIN (Gross Salary)
Total Salaries Paid Roll up Summary Count()
15 Is Active Checkbox Default: Checked
Status Simple Formula :
IsActive = True = Show Green Symbol
ISActive = False = Show Red Symbol
IF (Condition)
Statement to execute
Else
Statement to execute
16 Status Formula (Text) Provide the following color coding depending upon the
status of the Employee
Green – Employee is active
Yellow – Employee is active but on Notice Period
Red – Employee is inactive
(Hint: Use “/img/samles/color_red.gif” and IMAGE
function)
17 Is on Notice Period Checkbox Default – TRUE
18 Date of Joining Date Required
19 Last Working Day Formula (Date) Calculated as Resignation Date + 60 days
20 Manager Lookup
(Employee)
21 Resignation Date Date Enter the date if Notice Period checked to true
22 Department Lookup
(Department)
23 Email Email
SKILL-
LyncSALARYDETAILS
Sr. No. Field Name Field Type Description
1 Salary ID Auto Number Format: SAL-{000000}
2 Basic Number(10, 2) Mandatory
3 HRA Number(10, 2) Mandatory
4 Special Allowance Number(10, 2) Mandatory
5 PF Deduction Number(10, 2) Mandatory
5 Total Earnings Formula (Number) Basic + HRA + Special Allowance
6 Gross Salary Formula (Number) Total Earnings - PF
7 Salary Credit Date Date Mandatory
8 Bank Account Number Text (25) Mandatory
9 Bank Details Text (100) Mandatory
10 Mode of Payment Picklist RTGS, NEFT, Cheque, Cash
11 Credited To Master-
Detail(Employee)
2. Create Custom Tabs for the Objects:
3. Create a Related List for SkillLyncSalary Details which would be shown on the detail page of an
Employee. Following columns should be shown on the Related List:
· Salary ID
· Total Earnings
· Gross Salary
· Salary Credit Date
· Bank Account Number
· Mode of Payment
· Bank Details
4. Create List Views to display the following
· All Active Employees (First Name, Last Name, Designation, Date of Joining, Last
Working Day, )
· All Employees on Notice Period
· All Inactive Employees
5. Validation rule :
· If notice period checked to true, resignation date cannot be null.
· Last working date cannot be greater than the joining date.
· Bank Account number once set cannot be changed.
· Bank account details cannot be null.
Admin Beginner :
https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/obje
cts_intro?trail_id=force_com_admin_beginner
CRM Fundamentals :
https://trailhead.salesforce.com/en/content/learn/trails/crm-essentials-
lightning-experience
Projects on basics :
https://trailhead.salesforce.com/content/learn/projects/workshop-battle-station
https://trailhead.salesforce.com/content/learn/projects/suggestion_box
https://trailhead.salesforce.com/content/learn/projects/build-a-data-model-for-a-
travel-approval-app
https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object
Validation Rules / Formula Fields / Roll up Summary
https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic
https://trailhead.salesforce.com/en/content/learn/modules/advanced_formulas
Picklist Value Set
https://trailhead.salesforce.com/en/content/learn/modules/picklist_admin
Lightning Experience Customization :
https://trailhead.salesforce.com/en/content/learn/modules/lex_customization
Data Modelling :
https://trailhead.salesforce.com/en/content/learn/modules/data_modeling
Record Types https://trailhead.salesforce.com/en/content/learn/v/projects/customize-a-salesforce-
object/create-record-types