SALESFORCE CRM BASICS:

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Each organization will use, few set of applications to automate their business
processes.

Applications using by the organizations to automate the business processes, has

been categorized into 2 types as below.

1. On-Premise Applications: It requires the pre-installation of the

Application / Software into our local device, before it's usage. (Ex: in Laptop /
Desktop / Mobile / Smartphone / Tab/ Organization’s Network
/ Server, etc)

Ex: C Language, C++, Java, .Net, MS Office, Oracle, SQL Server, etc.

2. On-Demand Applications: (Cloud Applications): It Doesn't requires any pre-

installations. We can access the cloud applications just by using "Browser and
Internet Connection".

To automate the business processes of an organization, we need to buy the licenses

of required Software’s / Platform / Servers by investing huge amount. Which can’t
be afford by all the organizations. To avoid this investment, we are using Cloud
Computing.

Cloud Computing is a concept, which provides the various approaches, to access each
IT services over the internet by using any device, and by paying the rental amount
to the vendor.

By using Cloud Computing, we can access Servers, Storage, Databases, Networking,

Software, Analytics and more over the Internet (“the Cloud”).

Companies offering these computing services are called Cloud Providers. And charge
for cloud computing services based on usage, similar to how you are billed for
water or electricity at home.
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Uses of Cloud Computing: By using Cloud Computing, we can achieve the below
services.

• We can Build New Applications and Services

• We can Store, back up and recover data
• No Upgradation cost.
• No Pre-Requisite software’s to install
• We can Host our own websites and blogs to the internet
• Stream audio and video
• Deliver software on demand
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Benefits of Cloud Computing: Here are 6 common reasons organizations are turning to
cloud computing services.

1. Cost:
Cloud computing eliminates the capital expense of buying hardware and software and
setting up and running on-site datacenters.
2. Speed:
Most cloud computing services are provided self service and on demand, so even vast
amounts of computing resources can be provisioned in minutes.

3. Performance:
The biggest cloud computing services run on a worldwide network of secure
datacenters, which are regularly upgraded to the latest generation of fast and
efficient computing hardware.
4. Reliability:
Cloud computing makes data backup, disaster recovery and business continuity easier
and less expensive, because data can be mirrored at multiple redundant sites on the
cloud provider’s network.

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Classifications of Cloud Services:

Most cloud computing services fall into three broad categories. These are sometimes
called the cloud computing stack

1. Software As a Service (SAAS):

• When the customers are accessing the "Readymade Applications" on rental
basis, then it is called as "Software As a Service".
• Software-as-a-service (SaaS) is a method for delivering software applications
over the Internet, on demand and typically on a subscription basis.
• Cloud providers host and manage the software application and underlying
infrastructure and handle any maintenance, like software upgrades.

2. Platform As a Service (PAAS):

• When the customers are accessing the "Development Platform" on rental basis,
then it is called as "Platform as a service".
• PAAS supply an on-demand environment for developing, testing, delivering and
managing software applications.
• PaaS is designed to make it easier for developers to quickly create web or
mobile apps, without worrying about setting up or managing the underlying
infrastructure of servers, storage, network and databases needed for development.

3. Infrastructure As a Service(IAAS):
• When the customers are accessing the "Server Resources (Memory, Performance,
Security)" on rental basis, then it is called as "Infrastructure as a service".
• With IaaS, you rent IT infrastructure—servers and virtual machines (VMs),
storage, networks, operating systems—from a cloud provider on a pay-as-you-go
basis.
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Cloud Computing Vendors:

Few Companies offer Cloud Computing services to their customers, hence named as
“Cloud Computing Providers/ Companies”. They charge its users for utilizing such
services and the charges are based on their usage of services.

We have the top Cloud Computing Vendors like Amazon, Microsoft, Salesforce.com,
Google, Adobe, VMware, IBM, Rackspace, Red Hat, Oracle, SAP, Verizon, Navisite,
Dropbox, Egnyte
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CRM Basics:
CRM stands for Customer Relationship Management

A CRM system is an Application / Tool, that allows you to manage all your
customers, partners and prospects information all in one place.

By using CRM applications, we can track the existing customer and new customers
information of an organization.

With the help of CRM, we can maintain 360 degree view of your customer. (i.e. from
Capturing the customer to, till offering the services to the customer)

Benefits of using CRM Application:

• Improved customer relations

• Increase customer revenues
• Better internal communication
• CRM Improves Your Customer Service
• Automation of Everyday Tasks
• Improved Analytical Data and Reporting

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CRM Terminology / Vocabulary:

Campaign:

It is a way to promote the organization products / services. We can use the other
ways to do the marketing like Conducting Stalls, Trade Shows, TV Advertisements,
Theatre Advertisements, Posters, Pamphlets, Banners, Hoardings, Digital Marketing,
Email Marketing, Tele Marketing, Free Samples, etc.

Lead:

• Lead is nothing but a person or an Organization or a Business, who just

showed interest in your organization product or service.
• Lead is also called as "Prospect" or "Potential Customer". Lead is not our
customer.
• By conducting the Campaigns we can capture one or more Leads. (i.e. Between
Campaign and Lead, we have One- Many association)

Note: Once the Leads has been Captured, then Leads information will be shared with
“Sales Team”. Sales Team will contact the Leads over the Phone / Sending an Email /
Meeting Directly and provide the required information and offer the discounts and
close the deals.

And they will convert the Leads as Customers, once the Lead person is ready to buy
the product. Upon converting the Lead as a Customer, Salesforce will generate 3
records as below.

1. Account Record: It describes the basic details of the customer.

Ex: Customer Name, Rating, Industry, Type, Phone, Fax, Billing Address, Shipping
Address, active, Annualrevenue, etc.

2. Contact Record: It describes the Contact details of the customer. An account

can be associated with one or more contact records.
Ex: First Name, lastname, title, department, Birthdate, phone, fax, mobile, home
phone, other phone, email, mailing address, etc.

3. Opportunity Record: It describes, how much business we did with the customer.
It describes about the products purchased by the customer and revenue generated
from the customer.
Between Account and Opportunity, we have One-Many association. i.e. An Account
record can have one or more associated opportunities.
Case:

• Case is nothing but the detailed information of the problem, which my

customer is facing with my product
/ service.
• Between Account and the Case, we have One-Many association. i.e. A customer
can raise one or more cases / complaints.

Solutions:

• Solution is nothing but the detailed information of the resolution of the

case.
• Note: Solution is associated with the "case" raised by the customer. A Case
can have one or more solutions associated with it.

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Salesforce Cloud Services:

Salesforce provides the below cloud services to the customer.

1. Sales Cloud:

• By using Sales Cloud Features, we can automate all the Processes followed
during the sales of our products / services.
• To automate sales processes, salesforce provides "Marketing and Sales"
applications.
Objects: Campaign, Lead, Account, Contact, Opportunity, Product, Order, Quote,
PriceBook, etc. and Analytics (Reports, Dashboards).

2. Service Cloud:
By using service cloud features, we can automate all the business processed
following upon giving the services to the customers.
Ex: SLA's, Feedbacks, Suggestions, Cases, Solutions, etc.

Salesforce provides a set of applications, to automate the service processes as

below.
1. Service Application.
2. KnowledgeBase
3. Customer Portal / Communities
4. Live Agent
5. CTI (Computer Telephony Integration)

Objects: Account, Contact, Case, Solution, KnowledgeBase, Knowledge Article

Version, Feedback, FeedbackQuestion, FeedbackQuestionset, FeedbackResponse,
Performance Cycle, Goal, Metric, Macro, etc. Analytics (Reports & Dashboards)

3. Marketing Cloud:
• By using Marketing cloud we can automate Campaign Management, Lead
Management, Contract Management, Order Management, etc.
• Salesforce provides a Marketing Cloud feature by using “Exact Target” Tool.
Which offers the features like Email Studio, Mobile Studio, Jouney Builder, Web
Studio, Social Studio, SMS Studio, etc.
4. App Cloud :
By using this feature, We can built our own custom applications. Salesforce
provides the below 2 features as part of App Cloud.

1. Force.com Platform:
Platform provides a set of resources, to build your custom application.

By using Force.com,
1. We can customize the existing salesforce CRM application.
2. We can leverage / extend the salesforce CRM functionalities, by adding the
Additional features based on the need.
3. We can build the custom application.

By using Force.com platform, we can build and deploy the next generation cloud
applications. Force.com Platform offers 2 Programming Languages as below.
1. Apex Programming:
It is a Cloud based Object Oriented programming, used to build the custom business
logic based on the need.

2. Visualforce Programming:
It is a web development framework, used to design attractive and dynamic user
interfaces.

3. By using Force.com platform, we can have the integration of salesforce

application with any third party external system.

2. Database.com:
• It is a customized database of Salesforce, where the actual objects and
records will get resides. Which supports ORM Technology (Object Relationship &
Mapping)
• It ensures the Data Security, by having the ISO 27001 & SAS 70 Type II
Certifications.
• Which are purely concentrating on "Information Security and Confidentiality".
• Salesforce maintains a Disaster Recovery Center in each region (NA/EU/AP), to
get back the Data if any data loss due to some environmental issues.
• All Salesforce implemented applications will use the "Database.com" as the
Backend.

5. Data.com (Jigsaw):
By using Data.com, we can purchase the required Leads / Organization's information
without conducting the marketing approaches.

Data.com contains 2 objects as below.

1. DataCloudContact: Which holds all the people's information.
Ex: firstname, lastname, email, phone, fax, mailing address, SSN Number, Zip code,
City, NAICS Code, etc.
2. DataCloudCompany: It contains the information of All the organizations
available in different geographical locations.

To buy the Data from Data.com, Salesfore provides the 2 below Licenses.

1. Data.com Prospector License:

Which is used to connect to the Data.com and to buy the required records.

2. Data.com Clean License:

This is used to synchronize the data from Data.com to our local organization.
6. Collaboration Cloud / Chatter:
• By using this feature, we can provide the internal communication between the
various employees in our organization (like Skype, Lotus Sametime, etc).
• Chatter tool, will collect the contact history from the LDAP.
• All conversation histories will be stored inside the "Cloud Platform".

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Salesforce Releases:

Salesforce keep on providing the latest features as part of new releases.

Salesforce provides 3 releases per a year, which are seasonal basis.

1. Winter Release.
2. Spring Release
3. Summer Release

• Each release contains the latest features associated with SAAS (Salesforce
CRM), PAAS (Force.com) and Infrastructure.
• Salesforce provides the latest releases of salesforce features on Free of
cost to all customers.
• Each release name will be post-fixed with the Current Financial year number.

Spring '19 --> (Previous Release) Summer '19 --> (Current Release) Winter '20 -->
(Next Release)

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Server Instances Of Salesforce:

Salesforce has spread across their business into the 3 Regions.

1. North America Region (NA)

2. Europe Region (EU) / EMEA
3. Asia Pacific Region (AP)

Whenever, if any of the customer showed interest to utilize the Salesforce

services, then they will allocate some amount of memory from the associated
region’s available server.

In each region, salesforce has established a set of servers (Instances) in which,

salesforce will allocate some amount of memory for each customer.

In a single instance, salesforce will allocate the memory for 8000+ customers. i.e.
8000+ customers Applications, Data, files, records will exist inside the same
server.

Salesforce provides the shared infrastructure, which allows us to share a single

server among the multiple customers.

We have the server instance ranges as below.

NA Region  NA0 – NA196 EU Region  EU0 – EU30 AP Region  AP0 – AP28

For each customer, salesforce will creates an account inside the server instance.
Each salesforce account will be called as an "Salesforce.com Organization / Org.
Each salesforce organization will be identified by using an unique Identification
Number called as "Salesforce.com Organization Id", Which starts from "00D".

The customers can extend their memory space, by contacting the salesforce /
partners, by paying additional amount to salesforce.

The extended memory space will be allocated in the same server instance.

We can cross-check the server instance status, maintenance calendar by using the
website "https://status.salesforce.com".

Upon creating the Salesforce account, based on the country name selected by the
user, Salesforce will allocate the required amount of space in the associated
Region's available server.

Note: Salesforce maintains the "Disaster Recovery Centers" in each region wise, to
provide the backup / re-store facilities to the customs, if something went wrong
due to environmental issues.
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Editions of Salesforce:

Salesforce provides the various Editions of Licenses, which can be purchased by the
customers to automate their business processes.
Salesforce offers 6 Editions of Licenses.

1. We have 4 Paid Editions (Licensed)

1. Lightning Essentials (Group Edition):
Contains the Basic CRM features, Accessible by 5-users. Pricing : $25 / month /
user

2. Lightning Professional Edition (Professional Edition)

It provides the Complete CRM features.
Pricing : $75 / month / user

3. Lightning Enterprise Edition / Enterprise Edition

It provides Complete CRM Features + Force.com Platform (To built Custom
Applications)
Pricing : $150 / month / user

4. Unlimited Edition: (Most Popular)

It provides Complete CRM Features + Force.com Platform + Integration Facilities
Pricing : $300 / month / user

2. We have 2 Free Editions. (Free of Cost)

Free Developer Edition: It provides Salesforce CRM + Force.com Platform +

Integration We have 2 flavors of Free Developer Edition.

1. 30-Days Trail Account: Which can be accessible for 30-Days. Goto the
Salesforce.com website "http://www.salesforce.com"
Start a Free Trail (30-Days Account)

2. Permanent Account (Lifetime Account):

This account we can access lifelong based on the need. This Permanent account will
have almost equal features of "Unlimited Edition".
Note: Upon accessing the salesforce application, each user should have a License.
Without the License, we can't add a user record.

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APPLICATIONS IN SALESFORCE

Application contains a set of Tabs, which provides a collection of user interfaces

to manage the application specific data. All the Tabs will be represented on the
"TabBar".

By using these Tabs, we can perform all the DML operations on the Objects. (INSERT,
UPDATE, DELETE, UNDELETE) and View.

Salesforce provides 2 Types of Applications.

1. Standard Applications:

These are the readymade applications provided by salesforce by default as part of

the Salesforce CRM. (Ex: Sales, Service, Marketing, Content, Salesforce Chatter,
Site.com,... etc.)

By using these applications we can manage the existing and new customers
information.

Note: We can customize or leverage the standard applications by adding the

additional enhancements. But, we can't remove the Standard Applications from the
Organization.

2. Custom Applications:
The Administrator / Salesforce Developer can create their own custom applications
based on the need. (Ex: Banking, Finance, Insurance, HealthCare,...etc.)

Note: We can customize / Leverage the Custom Applications based on the need. And we
can remove the custom application from the organization, if it no longer needed.

Governor Limits:

1. In Free Developer Edition: We can create max. Of 10 Custom Applications.

2. In Unlimited Edition: We can create Unlimited Number of custom Applications.
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OBJECTS IN SALESFORCE

Salesforce provides a set of readymade objects by default as part of Salesforce CRM

Application. Object represents a "Table" in "Database.com". Database.com is a Cloud
Database used by salesforce by default. Which contains all the salesforce objects
and records inside it.

Ex: Campaign, Lead, Account, Contact, Opportunity, Case, Solution, Contract, Order,
Product, Feedback, Performance Cycle, ..etc

The user can able to manage the records inside the objects. i.e. The user can
perform all the DML manipulations inside those object. (i.e. Insert, Update,
Delete, Undelete) and View records also. To manage the records inside the objects,
salesforce provides a set of Tabs.
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TABS IN SALESFORCE

Tab Provides a set of graphical user interfaces, by which we can manage the records
inside the associated object. By using Tab, we can insert, update, delete, view,
Undelete the records inside the object.
For each object, salesforce provides a separate Tab. Which is used to manage the
records inside the associated object.

Note: An object can have only one Tab. (i.e. Object To Tab, we have one-one
association) Note: All Tab Names will be represented with "Plural Names" as below.
Tab Name Object Name
Accounts Account
Contacts Contact
Opportunities Opportunity
Leads Lead
Campaigns Campaign
Cases Case
Positions Position
Customers Customer
Candidates Candidate
.... etc ... etc
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CREATING CUSTOM TABS IN SALESFORCE

Tab provides a Graphical User Interface, by which the users / customers /

partners / employees can manage the records inside the object.

Upon creating a Custom object, if the user didn't select the last checkbox "Launch
a New Custom Tab Wizard After Saving the Custom Object", then Salesforce will not
provide the "Tab" for the object. We need to create the Tab for the object
manually.

Note: An object can have only one Tab. (i.e. Object To Tab, we have one-one
association) Salesforce provides 4 types of Tabs.
1. Custom Object Tabs: This feature is used to create a Tab to be used to manage
the records exist inside
the object.

2. Web Tabs: These are used to re-direct the user to the specified URL / path of
the External Application upon click on the Tab.

Ex: Re-direct the user to "Office 365", Re-direct the User to "Weather Map
Application", etc...

3. Visualforce Tabs: By using this feature, we can re-direct the user to the
specified Visualfore page, Upon click on the Tab.

4. Lightning Page Tabs: By using this feature, we can re-direct the user to the
specified Lightning page, upon click on the "Tab".
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CREATING CUSTOM FIELDS IN OBJECT

Field represents a column inside the associated object. An object can have one or
more fields inside it. Fields / Columns are used to store the application specific
data.
Ex:

Account Object: Rating Field represents  Account Table: Rating Column.

Account Object: Name field represents  Account Table: Name Column

Salesforce provides 2 Types of fields.

1. Standard Fields: These are the readymade fields given by the Salesforce by
default. Ex: ID, Name, Owner, CreatedBy, LastModifiedBy
2. Custom Fields: Upon customising the Salesforce application or building our
own custom applications
we can create our own custom objects also based on the need.
(I.e. Developers can able to add some new fields to the objects (either Standard
Object / Custom Object)

Governor Limits:

• In Unlimited Edition: We can create max. of 800 custom fields per an object.
• In Free Developer Edition: We can create max. of 500 custom fields per an
object.
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TYPES / DATA TYPES IN SALESFORCE

Creating the Fields are nothing but, creating the columns inside the table. Upon
creating the Columns inside the Table, we need to specify, what type of data can be
hold inside the column.

i.e. Upon creating the Field in an object, we need to select any of the datatype as
below.

1. Text Type:
This Datatype is used to create a Textbox field in the object.This field will
allows us to enter max. of 255 Characters of data in a single line. This field type
will allows us to enter Alphanumerical values along with the special characters
also. And, we can restrict the field to allow the specified number of characters.

Properties:
1. Field Label: To enter the Lable / Text to be displayed along with the field
inside the user interface.
2. Field Name / API Name: To specify the column name, to be used to create a
field inside the object. Note: Custom field's API Name should be always post-fixed
with " C"
3. Description: This property is used to specify the description of the field.
4. HelpText: This property is used to enter the Online Help / Tooltip text
message to be displayed along with the field.
5. Required checkbox: This checkbox is used to make the field required /
mandatory.
6. Unique Checkbox: This checkbox, will make the field value as unique inside
the entire column.
7. Length: This property is used to specify, the number of characters to be
allowed inside the textbox.
8. External ID: An external ID is a custom field that has the “External ID”
attribute, meaning that it contains unique record identifiers from a system outside
of Salesforce
Note: External ID field type can be either Number / Text / Email field type. An
object can have max. of 25 External ID field's.

Question: How many ways are there to make a field required?

Ans: We have 4 ways to make a field required.
1. By selecting the Required checkbox upon creating the field.
2. By using Validation Rules.
3. By using Page Layout Customizations.
4. By using Triggers

2. Text Area:
Allows us to enter the data in multiple lines, max. of 255 characters.
(Alphanumerical + Special Characters)

3. Text Area Long:

This field allows us to enter the data in multiple lines upto max. of 1,31,072
characters. (Special Characters + Alphanumerical)

4. Text Area Rich:

This field allows us to enter the data in multiple lines upto max. of 1,31,072
characters. We can change the Font Color, Size, Style and we can include the
images, hyperlinks etc.

5. Length : (Max: 1,31,072). By Default : 32,768.

6. Number Of Lines :

5. Email:
This field is used to enter the valid email addresses, which will be verified by
the Salesforce upon saving the record.

6. Phone:

6. Unique Checkbox :
7. External ID:

This field is used to store the 10 digit phone numbers. Once the user enters the 10
digit phone number, then it will convert the phone number into US phone number
format.
Ex: Contact Number : 9988776655 ---> Save --> Contact Number : (998) 877 - 6655

7. Currency:
To store the Currency values. (Numerical values --> Integer + Decimal value). Field
will allows to store max. of 18-Digit Number.
Once the record gets saved, it will display the currency value by prefixing with
the Currently configured currency symbol in the Salesforce.

Ex: Annual Revenue : 1000000 --> Save --> Annualrevenue : $ 1000000

Note: We can change the Currency Symbol in the organization as below.

Setup --> Administer --> Company Profile --> Company Information.

1. Click on "Edit"
2. Goto "Currency Settings" section.
3. Select the Required Currency Symbol from the Currency Locale Picklist (Ex:
English India).
4. Click on "Save" button.

Multi Currency: We can enable the Multi-Currency option as below.

Step 2: Contact the Salesforce Support, to determine the best time, to activate
this feature from the salesforce side.
8. URL:

To store Website name / URL address of an application.

Ex: website : www.office365.com --> Save --> Website: http://www.office365.com

9. Picklist: (Dropdown List)

This control is used to store some set of values inside it, from which the user can
select only one item at a time.

10. Picklist-Multiselect:
By using this control, the user can select one or more elements from the collection
of elements.
Note: The selected items will be concatenated with help of a seperator ";", and
will store the value inside the field.

11. Date:
This field type, allows us to store the Date values inside the column by selecting
from a pop-up calendar. Ex: BirthDate, JoiningDate, Open Date, CloseDate, DueDate,
etc.

12. DateTime:
This field type is used to store both Date and Time stamp value inside the column.

Ex: Meeting Start Time, Meeting End Time, CreatedDate, LastModifiedDate, etc. Ex: I
have a meeting / Client Call : 08/13/2017 06.00 PM

13. Number:
This field type is used to store numerical type value, which includes both Integer
and Decimal values also. Note: We can store a 18-digit number inside the field.

14. Percent:
It will allows us to store the Numerical values, which will be stored by post-
fixing with "%" symbol. It will allows us to store an 18-digit number, which can be
either Integer / Decimal value.

Ex: Discount : 5 --> Save --> Discount : 5% Service Tax : 14.5%

Marks : 74.5%

15. Checkbox:
This field type is used to store the Boolean values inside the column. Which may be
either TRUE /
FALSE.

16. Text Encrypted:

This field type is used to encrypt the specified data into other format. It will
use the 128-bit master key generated by salesforce to encrypt the data.

Password : ********* ---> All the Characters ATM PIN Number : XXXX ---> All Digits
A/C No : XXXX XXXX 1234 --> Last 4 Digits will be visible as it is.
Credit Card : XXXX XXXX XXXX 4004 --> Last 4 Digits will be visible as it is.

17. Auto Number :

This field type is used to make the column value auto generated. By using this
field type, we can generate the values for the field based on the specified format.

So, Auto Number field is called as a "System Generated Field". Auto Number field
will generate the value for the field upon saving the New record.
Note: System Generated Fields are "Read-Only" fields.

Question: What are the various System Generated Fields exist in salesforce.
Ans: ID, CreatedBy, LastModifiedBy, Auto Number, Formula Fields, Rollup Summary.

Position Record : --> ID -> 18 characters --> PID-100001

PID-100002

18. Geo Location:

By using this field, we can store both Lattitude and Longitude value of the
specified location.

19. Time:
This field type is used to store the Time value inside the field. Which is a New
field type available from "Winter'18" Release.
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What is PageLayout:
PageLayout is Custom Graphical User Interface on the Object which allow us to
interact with the object. And we can perform all
DML operation(Delete, Update, Insert, Undelete). And Retrive data on the Objects.

Salesforce Provide by default Pagelayout for each object. If we want based on our
business requirement we can create one more Pagelayout.

In Salesforce PageLayout is 2 Types:

1.Edit Mode Layout
2. Detail Mode/ Detail mode layout

we can perform some customization inside the pagelayouts:

1.We can add Required section inside pagelayout.

2.We can specify, how many columns we can arrange the fields inside the
Section(Either 1 or 2).
3.We can move fields one section to another Section.
4.How we can make fields required inside pageLayout.
5.we can configure "tab key order" for each section(either from top to bottom or
Left to Right).
6.We can hide the unneccesary fields from the layout.
7.We can make "Field Required/Read Only".
8.We can add the required fields onto the layout by using pageLayout Editor.
9.We can customize the relatedList to be visible on the Layout.
10.We can customize the columns to be inside the RelatedList.
11.We can customize the buttons to be visible inside the RelatedList.
12.We can embedd a Visualforce page inside the Layout.
13.We can embedd the Dasboard into the Layout.
14.We can Embedd the Google Map Inside the Layout.
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What is RecordType:
Record type are used to automate the business Processes based on the
organization/Business requirments.
Using record type, we can provide different page layout to differnt users with
different set of fields with Picklist Values for Different Busniess purpose.
Each record type is associated with Page Layout. Each record type is associated
with the business process.
An object can have one/more record type.

Note:
1.All Record Type will resides in "Record Type".
2. Record Type can be applicable for both standard and custom object. A pageLayout
can be referenced by multiple RecordType.

Example:
Configure the recordType for Account Object.(New Customer Type, Existing Customer
Type).
Solution:
Step1: PageLayout
1. New Customer Layout
2.Existing Customer Layout

Record Type:
New Customer Type, Existing Customer Type

Example:2

Bank Account--Custom Object---Durring create object take BANK ACCOUNT Number for
auto number data type
Fields--Custom
Account Holder's Contact Number--Data type=Phone
Account Holder's Email----------> Data Type Email
Account Holder's Name ---------->Text(255)
Account Holder's Address--------->Text Area(255)
Account Type(Picklist)--->Saving General,Saving Minor, Saving Senior, Current
General, Current Forex
BANK ACCOUNT Number--Auto
Initial Balanc------Data Type Currency
Registered Date-----Data Type
Trading Limit(Demant or Current Account)----Currrency

PageLayout--
1.Employee Page Layout
2.Manager Page Layout

Record Type:
Employee Record Type:Saving General,Saving Minor, Saving Senior
Manager Record Type:Saving General,Saving Minor, Saving Senior, Current General,
Current Forex

Profile--
Manager Profile, Employee Profile

Users:
1.Paul Davisdson----Profile---Manager Profile
2.Mark Edwards-----Profile---->Employee

MyName---System Admin
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Field and Relationship:

What is Relationship:
We can map the association between the objects, both the objects should be
associated with each others, we can call relationship.
Note:
1. Mapping the association between objects means, mapping the association among the
records available in the objects.
2.While Mapping the association between the objects, we need common fileds(Columns)
in the both objects(Tables.).
3. A relationship field is a custom field on an object that require a link to
another object.

Account---Parent object
Contact---Child Object

Object1--- Has some Records

Object-2----Has Some Records

We have 5 Types of relationship in Salesforce.

1.Lookup Relationship(One to Many means one parent ---> Multiple child)--Lookup

Field ---Account--AccountId
2.Master Detail Relationship(One to Many means one parent ---> Multiple child)
3.Manay To Many Relationship( Multiple Parents multiple childs)
4. External Lookup
5.Hierarchical Relationship---User
6.One to One(Self Lookup) Relationship
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1. LookUp Relationship:
Custom:
Student----Parent Object
Class------Child Object

1.Lookup Relatioship provide one to Many(one Parent many child) between two
objects/tables
2.Upon deleting the parent, child records will not delete(Only We can Parent
records will be removed)
3.While creating the child records, lookup fields is optional by default.(we may or
may not selected the parent object)/We can Make mandatory or not(It is Optional
lookup fields)
4.Reparenting option is available default in lookup relationship.
5.Upon deleting the parent records child, Child record will not delete.(Only You
can delete parent records)
6.Maximum lookup 38 lookup relationship/Object
7.Both Parent and Child having own owner fields.
8.We can make a standard object as a child object with the custom Object in lookup
relationship.
9.We can't apply Rollup summary fields on lookup Relationship object.
10. In LookupRelationship security we provide independents. Because each object
having own Owner Fields.
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Note:b/w--Account and Contact ----Lookup Relationship

Task:

Object1--Parent
Object2:Child
UseCase1:Create the lookup relationship between Student and Class Object and
describes the observations.
Student----Parent Object
Class------Child Object

Account--Standard object---Child
Position--Custom Object---Parent

2.Master Details Relationship:

a.Candiate--Custom Object--Child Objects

b.Position--Custom Object--Parent Object

1. Master-Detail association provides One - Many association between the objects

by default. (i.e. A Parent record can have zero or more child records)
2. We can't create the Master-Detail relationship between the objects, where
child object contains the records.
3. Upon creating the child record, selecting the Parent record is Mandatory.
(i.e. Lookup field is a Required field)
4. Re-Parenting option is not available by default in Master-Detail association.
We need to enable it manually, by selecting the "Allow Re-Parenting" checkbox upon
creating the field.

5. An object can have max. of 2 Master-Detail relationship fields.

6. Parent record will have the "Owner" field and Child record will not having
the "Owner" field. (i.e Child record will be completely comes under the control of
Parent record.)
7. Sharing Settings and Security settings of the child record will be depends
upon the parent record.
8. Upon removing the Parent record, all the associated child records will remove
automatically.
9. We can't make a Standard object as the Child for a Custom object with Master-
Detail association.
10. We can add Rollup Summary fields on Parent object.

Task:
UseCase:UseCase1:Create the master Detail relationship between Book and Book Object
and describes the observations.
A>. Cutomer: Parent Object
Payment: Child Object

Account--Parent
Object1---Child
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What is difference Between Lookup and Masster Details:

Lookup Relationship:
1. Lookup field is not a required field
while creating the child record / detailed record
2. When you delete the parent record,
child record will not be deleted(only parent record will removed)
3. We can have max of 40 lookup relationships on an object
4. Re-parenting option is available by default(i.e. we can change the parent of the
child record)
5. Sharing Setting and Security settings are not dependant on parent record
6. Rollup summary fields can’t be applicable
7. Standard object can be the detail object for a custom object
8. Owner field is available on detailed record
9. We can create the lookup relationships on an object, which is having the
records.

ExampleAccount And Contact--Lookup Relationship

Master Detail Relationship

1. Lookup field is a mandatory field while creating the detailed record

2. When you delete the parent record,
the associated child records also get deleted
3. We can have max of 2 master-detail relationships on an object.
4. Re-parenting option is not available by default.
Note: We can enable the re-parenting option while creating the master-
detail relationship (Enable “Allow Re- parenting” checkbox)
5. Sharing Setting and Security settings are dependent on parent record
6. We can create the Rollup summary fields on Parent Object only
7. Standard object can’t be detailed object for a Custom object
8. Owner field is not available for detailed record
9. We can’t create the master-detailed relationship on object, which is having the
records
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Relationship between Standard Objects:
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Salesforce provides a set of standard objects as part of Salesforce CRM

application. All standard objects are associated by using either Lookup or Master-
Detail.
1. Account and Contact:--Lookup field AccountId
Between Account and Contact, Salesforce provides the Lookup Relationship.

Account --> Parent Contact --> Child

Note: We have a common field in Contact object with the Name "AccountID", which
Hold’s the ID of the account record to which the contact is associated
Note: Upon removing an account record, all the associated contact records will get
removed automatically. Which is a standard feature given by Salesforce. We can
prevent the deletion of contact records by using "Triggers". (i.e. Before deleting
the Account, We need to get all the associated Contacts and make the "AccountID"
field value as blank.)

2. Account and Opportunity:--AccountId

Between Account and Opportunity, Salesforce provides "Lookup" association.

Account --> Parent Opportunity --> Child

We have a common field in Opportunity object, with the name "AccountID". Which
holds the Account Record Id to which the opprtunity is associated.

3. Account and Case:

Between Account and Case object, we have Lookup Relationship.

Account --> Parent Case --> Child.-----Lookup Relationshi

We have a common field in Case object, with the name "AccountID". Which holds the
Account Record Id to which the Case is associated.
Once we map the association between the objects by using either Lookup or Master-
Detail, in future we can change the relationship type from Lookup to Master-Detail
and vice-versa.
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CREATING MANY TO MANY RELATIONSHIP

In few cases, we have to map Many to Many association between two objects, Which
provides One- Many association from both the sides.

Ex: We have Two Objects Author and Book.

UseCase: Create Many-Many association between Author and Book objects.

An Author can participate while preparing the Multiple books (i.e. One to Many from
Author To Book). A Book can be prepared by multiple Authors (i.e. One to Many
Association from Book to Author)

In Salesforce, we can't map Many-Many to association between two objects directly.

We need to achieve this feature, by creating a Junction object. Which associated

with both the Parents with Master-Detail association

Object1--Parent Object----Parimary ---->Master Details

Object2---Child Object

Object2---Child Object---Secondary---->Master Details

Object3---Parent Object

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Salesforce provides a set of junction objects, which has been created upon
Salesforce CRM Application Development.

1.Between Campaign and Contact object, Salesforce provides Many-Many association by

creating a junction object "CampaignMember".
2.Between Campaign and Lead object, Salesforce provides Many-Many association by
creating a junction object "CampaignMember".

Campaign--Lko,Delhi,Pune
Lead--Person

2.Between Contact and Opportunity object, Salesforce provides Many-Many associated

by creating a junction object "OpportunityContactRoles".

3.Between Opportunity and Product(Product2) object, Salesforce provides Many-Many

association by creating a junction object "OpportunityLineItem".

4.Between Product and Pricebook(Pricebook2) object, Salesforce provides Many-Many

association by creating a junction object "PricebookEntry".

5.Between User and PermissionSet Object, Salesforce provides Many-Many association

by creating a junction object “PermissionsetAssignment”
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Create junction object between these object:

O1----Parent---Primary Object----All Security and Everythings you can provide
through Primary Object
O2----Child

O2----Child
O3-----Parent----Secondary Object

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21/06/2024

Rollup Summary Field:

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It is a Read- only field, which displays on detailed page of the Parent record.
Rollup Summary field calculates the values from a set of related records available
in the details objects/related List(Child object Records).
Rollup Summary field will automatically calculate the result based on the updates
done in the related records(Child Object Records).
Note: Rollup Summary field can be created only on Master Table, which is in Master
Details Relationship.
It can't be applicable for lookup relationship.

Example: We can create the rollup summary fields to calculate the Number Of
Contacts available for an Account.

Rollup Summary field generates the results by using "Aggregate Function".

1.Count()
2.Sum()
3.Max()
4.Min()

1.Count():It returns an integer value, which indicates the number of child records
exist in the child object for each parent record.

2.Sum():This function is used to calculate the Sum value for all the child records
fields.
Note: This function can be applicable only on number Type/Percent
type/Currency Type fields.

3.Max():This function returns the Highest value from all the associated child
records.
Note: This function can be applicable only on Number Type/Percent
type/Currency Type Date type fields.

4.Min():This function returns the Smallest value from all the associated child
records.
Note: This function can be applicable only on Number Type/Percent
type/Currency Type/ Date type fields.

Important Note: 1.An Object can create max 25 Rollup Summary Fields.
2.while summarizing the records, we can consider all the records or
only the records matching the specific criteria.
3. Rollup summary field will be displayed on Details page of the
Master Records.

Today task:
Cloud Computing
Basic CRM
Salesforce
App
Object
Tabs---Tabs visibility
Fields
Data Types
PageLayout
Record Type
Relationship-->Lookup,Master Detail, Many to Many, Junction Object, Rollup Summary
Fields.

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22/06/2024
How we can create rollup Summary fields On Parent Object then calculate child
records?

Example:Create Rollup summary fields on Account Object(Parent) and Calculate number

of Contacts Related Object(Child) Record's on Parent object.

Setup---->Object Manager------>Parent Object(Account)------>Click Field and

Relationship----->New------>Select Rollup Summary Data Type--->Then You will Fill
all Details.

==>Create NumberOfContacts Field with Rollup Summary data type on the Parent
Object. Summarized Object====Child Object Select

Today Task:

Example:Create Rollup summary fields on Account Object(Parent) and Calculate number

of Contacts Related Object(Child) Record's on Parent object.
1.NumberOfOpportunity----Count
2.TotalAmmount----Sum
3.MaximumAmountPay---Max
4.MinAmountpay---Min

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