183201020 sales force-class-5

Getting Started with SalesForce CRM
Getting Started with SALESFORCE Part V

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 Beginner’s Guide for SalesForce. The document focuses on
relationship, formula field and customization. Join our professional training
program and learn from experts.

History:
Version
0.1
0.1

Description Change
Initial Draft
Review#1

www.bispsolutions.com
Page 1

Author
Publish Date
Chandra Prakash Sharma 10th Jun 2012
Amit Sharma
12th Jun 2012

www.bisptrainigs.com

www.hyperionguru.com

Contents
Contents.......................................................................................................................... 2
Relationship in SalesForce............................................................................................... 3
Formula Field in SalesForce............................................................................................. 9
How To Add Formula Field :.......................................................................................... 9
Mini Page Layout in SalesForce...................................................................................... 13
Customization in SalesForce.......................................................................................... 15
How can add Tab description ........................................................................................ 17

Page 2



Relationship in SalesForce
Use relationship to associate one object to another object in salesFroce.com. The
relationship just called parent our child relation, create relation parent our child
relation.
The object which on you create a relation is called the child, you can only create a
relation field on the child object.
In SalesForce you have two option
1.) Lookup Relationship
2.) Master Detail Relationship
1.) Lookup Relationship :- Lookup field is non mandatory field by default, deleting
the parent record will not affect the child records, in lookup Relationship we have
create 25 child.
2.) Master Detail Relationship :- Master detail field is mandatory field by default,
deleting the parent record will also delete all the associated records, master detail
relationship we have create 2 parent.
Click to setup -> create -> click on field after that you find the Custom Fields &
Relationships in Custom Fields & Relationships click on new button. and select
the Lookup Relationship Radio button. check this ration button and click to Next
button. you can see below.

Step 1 :-

After Click Next button

Page 3



Step 2 :There is one dropdown menu name is Related List in this dropdown select any value
which want to you and click to Next button. you can see below .

Select any value and click
to next .

Step 3 :Fill the Field Name and click to Next button.

Page 4



Step 4 :Click to next Button and Go next screen.

Page 5



Step 5 :-

Click to Next button.

Step 6 :Click to Save button.
Page 6



After that you can click on employee tab and check the change on employee tab.

After Save you can see that page .

If you want see position is dependent or not for example delete the any position name
after that you can see the changes.
Page 7



And before deleting SF Developer you can see

Click on Positions Tab and click after that click any field name and delete this field
Ex :- Positions -> SF Developer -> Delete
you can see below screen.

After delete Position name you can see that filed is empty because these field depend
on position field.

Depending
field

Page 8



Formula Field in SalesForce
Formula Field called Cross object formula field. And they are work only in relationship.
it can make use of various data and operations to perform the calculation

How To Add Formula Field :
Click to Setup -> Objects -> select your custom object(Ex :- Employees) and
find Custom Fields & Relationships click on New Button. and check the field
Formula you can see below.

Step 1:Select Formula and click Next button .

Step 2 :Give the First Label name and select Formula Return Type and click to Next
button.

Page 9



Step 3 :In this step click on Insert Field button after that open popup window you may be
select your field click to Insert button .

After that you can see that Formula is add in text field. see below.
There you can see Formula will add on text field click to Next button .

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Step 4 :After that click to Next button .

Step 5 :if you want to add more formula field click to Save & New button else click on Save
button.

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After That you can check it Click to Custom objects(Ex :- Employee) and you can any
employee list and see the changes.

These are formula field and
it will not editable

When you add new record you can find there is no formula field show .it will show only
view time.

Page 12



There is no formula

Mini Page Layout in SalesForce
You can define mini page layout for the records that appear in the mini view in
SalesForce.
This allows users to access information across multiple object and multiple records
types on one screen without the use of custom formulas, VisualForce pages, or any
other code.
Mini Page Layout only show mandatory fields.
You can all so add new field on candidate list .

how can open mini page layout list in SalesForce :Click on the Custom object (Ex :- Positions) and after that click on any position
name

After that click on Edit Layout

Page 13



After That Click on Mini Page Layout

After that you can show below screen on this screen you can add the available item
and click to Save button.

After Save you can check the employee list.

Page 14



This is mini page
layout

Customization in SalesForce
If you need to adapt SalesForce functionality to your company's existing processes and
workflows so as to make them more efficient and effective, we will help you customize
your SalesForce experience. We can customize and personalize your existing
Salesforce.com CRM solution according to your business needs.
For Ex :- if you want to add new employee record there is many post and employee
code available how to find the particular Job and employee code etc.
see below on screen.

you can seen upper screen there is many job available if you have many office in
country and have you requirement of in pune, java developer in this list find to you on
job bases very difficult so you can add some more information about position like a city
name, sub location etc.

How to Create :
Click on Setup -> Objects -> Select any object (Ex :- Employees) - > there is
find you
Search Layout in this section you can find Lookup dialog.
you can see below .

Page 15



After that you can click on Edit button and add item you can show below screen.

After that click to save button and see below. You can seen that changes

When click on any custom objects Tab (Ex: - Employees ) there is show list not fully
describe you can show below screen.

There is no More Tab
available
Page 16



How can add Tab description
Click to setup - > objects -> select on custom objects name(Ex :- Employees) click
on this Tab and find the Search Layouts panel in this panel Employee Tab is show
click to Edit button.

After that add available field click to Add button and save the data you can check it
click on employee Tab. see below.

after save the data you can see it in employee record available with details.

Page 17



183201020 sales force-class-5

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