Salesforce Notes 2
Salesforce Notes 2
Database:
App:
An app is a collection of items that work together to serve a particular function
Salesforce apps come in two flavors: Classic apps and Lightning apps
Classic apps are created and managed in Salesforce Classic
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Classic App:
other functionalities
Container for objects, tabs and
provide app functionality
Group of tabs working together to
end user
of related tabs and obiects which are visible tothe
Contain aset
Types of App:
Standard Apps:
App which comes with every instance of salesforce by default
Marketing, Sales, Service,
Ex - App Launcher, Community, Call Center, Content,
Salesforce Chatter, Site.corn
Custom Apps:
Build to meet the specific business needs
Logo can be added and modified
Console Apps:
Users can use many functions at same time without refreshing whole page
Provides partial refresh
Objects:
Represented in form of tables
Entity in a database
Types of Objects:
Standard Objects:
Objects included with the salesforce by default
Can't be deleted, can be customlzed
" Ex - Accounts, Leads, Opportunities
Custom Objects:
New objects created to store info unique to organization
Extends the functionality of standard objects
Deleted custom objects appear in the Deleted Objects list for 15 days
Note: Each object in salesforce has built in features like user interface, security, sharing model, etc.
Tabs:
Types of Tabs:
Web Tabs:
applications or web page in a salesforce tab
Display any external web-based
VisualForce Tabs:
Tab Visibility:
Default On:
Fields:
Stores data values which are required for a particular object in records
Types of Fields:
System Fields:
Created and Updated by Salesforce
7 types:
ID
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(Rajasthan) Phone: 9829042846
Salesforce by default create 18-character unique ID for every record
Records in salesforce are identified uniquely using this id
First 3-character represent object
Ex: 001 - Account, 003 - Contact, 005- Users, 006 - Opportunity, 00Q
Lead
Last 4 represent record
18Character ID can also be represented as 15-character id (but it'|l be case
sensitive)
isDeleted:
Whenever we delete any record value of this field is set as true
Created ByID:
18 Character id of the user who created the record
LastModified ById:
18 Character id of the user who lastly modified the record
CreatedDate:
Stores Date and Time when the record was created
LastModified Date:
Stores Date and Time when the record was lastly modified
SystemModStamp:
Stores Date and Time when the record was lastly modified manually or pro
Standard Fields:
Created By
Last Modified By
Owner
Custom Fields:
AutoNumber Phone
Formula Picklist
Currency Text
Percent URL
Text Fields:
Encrypted fields allow characters to be masked and replaced with "x" or "*" The format of the
masking can be configured as well. Standard users will not be able to see encrypted fields without
the "View encrypted data" permission
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(Rajasthan) Phone: 9829042846
ext field type Max length # display lines Formatted text Images Links
Text 255 1 No No No
Text (Encrypted) 175 1 No No No
Text Area
No
No
No
No
Text Area (Rich) 32,768 13] 2-50 Yes Yes Yes
Records:
Picklist Fields:
Multiselect Picklist - Allows user to select multiple value from a list you define
Global Picklists:
Global Picklists can be used for sharing a single list of values across many custom picklist fields
It is a restricted picklist
The list of values in global picklist gets locked and cannot be edited on custom picklist fields
Field Dependency:
Whenever we want value of a Picklist Field avaiiable based on another Picklist / Checkbox Field
we establish field dependency
B C
Dependent
Datatype Controlling
Standard Picklist Y
Y
Custom Picklist
Y
Custom Multi Picklist
Standard check box N
Dependent Fields can't have default value, whereas Controlling fields can have default values
Relationship Types:
Chp Eugn
Lochie
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Bodacious IT Hub Pvt. Ltd. 43, Bhati House, Vishnu Colony, Opp.
(Rajasthan) Phone: 9828042846 E.S.I. Hospital, Hatwara Road,By: Tushar Soni
Jaipur-302006
Relationship Fields:
Defined while choosing the data type of relationship field
Relationship field is always defined in the child object and are referenced to the common field in
parent object
Creating such links will help you to search and querydata easily when the required data is present
in different objects
Before creating a relationship, you must deternine the type of relationship you want to establish
Is this
relationship possible?
B
Custom objects on the "detail" side of a master-detail relationship can't have sharing rules,
manual sharing, or queues, as these require the Owner field
Detail and sub detail records inherit security settings and permissions from the master record.
You can't set permissions on the detail record independently.
The master-detail relationship field (which is the field linking the objects) is required on the
page
layout of the detail and sub detail records
The master object can be astandard object, such as Account or Opportunity, or a customn
object.
Detail object can't be standard object
As a best practice, don't exceed 10,000 child records for a master-detail relationship.
Each custom object can have up to 40 total relationships,
The Related To entry can't be changed after you save the relationship
Ao You can't delete a custom object if it is on the master side of amaster-detail relationship
If you delete and undelete a custom object that is on the
detail side of a master-detail
relationship, the relationship is converted to a lookup relationship
Lookup Relationship:
Used when you want to create a link between two objects, but without the dependency on the
parent object
Do not support sharing or roll-up summary fields
The lookup field on the child object is not necessarily required.
The child fields will not inherit the owner, sharing and security settings of its parent
lookup object can be either standard or custom
You can make self-lookup relationships
Making the lookup field required for saving e record, makes it required on the corresponding
page layout as well
If the lookup field is optional, you can specify one of three behaviors to occur if the lookup
record is deleted:
Clear the value of this field: Clears the value of the lookup relationship field if the
related parent record is deleted
Don't allow deletion of the lookup record that's part of a lookup relationship:
Parent records which has child using lookup can't be deleted
Cascade Delete:
Choose when the
completely delete lookup
It can
related field and its associated record are tightly coupled and
you want to
result in a
Cascade-d elete cascade-delete
when the target bypasses security and sharing settings,
To lookup record is deleted even if they don'twhichhavemeans users can delete records
preevent records from being access to the records
Contact Salesforce to get accidentaly deleted,
the cascade-delete option cascade-delete disabled by default
is
Self-RelLinkationships:
an
object with itself (with the
exception of the User
want to link a custom object object).
For example, you might
different bugs are related to the same called "Bug" with itself to show
how two
You can create a problem
relationship from an object to itself, but it must be a
single record can't be linked to lookup relationship, and a
itself.
You can't create a
on the junction
many-to-many self-relationship, that is, the two
object can't have the same
master object
master-detail relationships
Hierarchical Relationship:
Aspecial
self-lookup relationship available only for the user
object
It lets user use a
lookup field to associate ore user with another that does not
indirectly refer to itself directly or
External Lookup Vs Indirect Lookups:
External lookup relationship links a child
external object
standard, custom, or external object to a parent
The standard External Id field on the parent
external objects matched against the value of
child's lookup relationship field the
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Bodacious IT Hub Pvt. Ltd. 43, Bhati House, Vishnu
(Rajasthan) Phone: 9828042846 Colony, Opp. E.S.I. Hospital, Hatwara Road,By: Tushar Soni
Jaipur-302006
parent standard or cus
An Indirect lookup relationship links a child external object to a
object
Relationship Limits:
aci custom object can have up to two master-detail relationships and many lo0Kup
relationships (Toae 40 cuotom elabenáhP)
tach relationship is included in the maximum number of custom fields allowed
Coslim felon saz)
Converting Relationships:(rhactex to Coete looe up
TOu can convert a master-detail relationship to a lookup relationship as long as no roll-up
summary fields exist on the master object
You c£n convert a lookup relationship to a master-detail relationship, but only if the lookup fild
in all records contains avalue ebild objeef Panenf laue
Lookup Filters:
Lookup filters are administrator settings that restrict the valid values and lookup dialog results
for lookup, master-detail, and hierarchical relationship fields
Required
Only values that match the lookup filter criteria appear in the lookup dialog
Also, users can't save invalid values manually typed in the field when editing the record
If auser tries to save an invalid value, Salesforce displays an error message, which
administrators can customize
Optional:
Values that match the lookup filter criteria appear in the lookup dialog initially
However, users can click the Show all results link in the lookup dialog to remove the
filter and view all search result values for the lookup field
Also, optional lookup filters ailow use s to save values that don't match the lookup filter
criteria, and Salesforce does not dispay an error message if a user tries to save such
values
Dependent Lookups:
A
dependent lookup is a relationship field with a lookup filter that references fields on the
sOurce object
When a user changes the value of a referenced field on the source object, Salesforce
immediately verifies that the value in the dependent lookup still meets the lookup filter criteria
Salesforce By: Tushar Soni
Boacious IT Hub Pvt. Ltd. 43, Bhati House, VishnuColony, Opp. E.S.I. Hospital, Hatwara Road, Jaipur-302006
(Rajasthan)Phone: 9828042846
alue doesn't meet the
criteria, an error message is
cord until the value is valid displayed and users can't save tne
Reports:
Report is a list of records that meet a particular criteria which gives answer to aparticular question.
These records are displayed as a table that can be filtered or grouped based on any field
Management uses the reports to track progress towards its various goals, control expenditure and
increase revenue
Salesforce provides a powerful suit of analytic tools to help you organize, view and analyze your data
Report Types:
Report type determines which set of records will be available in a report
Every report type has a primary object and one or more related objects
Al ttrese objects must be linked together either directly or indirectly
Report Builder:
After selecting the report type we switch to report builder to create a report
Report builder isa visual editor for reports
1. Fields Pane:
Displays the fields that are available from a particular report type
2. Filters Pane:
Allows to set additional filters which limits the records available in reports
Criteria here includes view, time frame and custom filters
3. Preview Pane:
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(Rajasthan) Phone: 9828042846
Shows how the report will look like
groupings
remove columns, summary fields, formulas,
nis pane allows to add, reorder and
and blocks
report
format and display a chart based on
hiso, t allows to change the report
Preview pane only shows a limited number of records
Run the report to see all the results
Filter
Description
Type filters, but
have different standard
default to most objects. Different objects object around common
Standard Standard filters are applied by Field. Show filters the
standard filters Show and Date Created Date or Last
Filter most objects include the accounts"). Date Field filters by a field (such as
accounts or "All
groupings (like "My "All Time" or "Last Month").
Activity) and a date range (such as
other areas of the
application. For each
available for reports, list views, workflow rules, and reports, you can draga field from
Field Field filters are
value. VWith tabular, summmary, and matrix
and
Filter filter, set the field, operator,
pane to add a report filter.
the Fields pane to the Filters
field filter before
evaluated. Youmust add at least 1
conditions to control how field filters are
Filter Add Boolean
Logic applying filter logic.
by fields
Add subfilters to further filter
the child object using WITH or WITHOUT Conditions. Opportunities, click Add
Filter a report by Accounts with
example, if you have a cross filter of
Cross
include those
on the child object. For Subfilter to only
Filter Opportun ity Name equals ACME
Opportunity Filter and create the
cpportunities.
and the
then choose afield to sort by
maximum number of rows to display,
For tabular reports, select the dashboard table or chart component, if
Row
report as the source report for a
Limit sort order. You can use a tabular
returns.
you limit the number of rows it
Make a list
Tabular
Report Scheduling:
parameters of the report get saved
When we save a report only the
(when a report is run)
Data is always evaluated at real time
based on the running
be scheduled to run automatically
Report can be run manually as well as it can
user
Report Folder:
Users who have access to the report folders can run the report
Each user, group or role can have its own level of access to a folder
Note: By default, a person who creates a folder is the Manager of that folder
If a folder does not have Manager Access then it is public and users with "View Reports in Public
folders" can view it
Depending of their object access these users can run the report
Reports present in public folders can be emailed to Salesforce users
If user is not ready to share his/her report then he/she should save it in "My Personal Custom Reports"
folders
Auser cannot create a report on an object he/she does not have access to
Dashboards:
These components provide a snapshot of key metrics and performance indicators of the organization at
a glimpse
Dashboard Components:
Charts
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Bodacious IT Hub Pvt. Ltd. 43, Bhati House, Vishnu Colony, Opp. E.S.I. Hospital, Hatwara Road,By: Tushar Soni
(Rajasthan) Phone: 9828042846 Jaipur-302006
Used for showing comparisons
Following are the types of charts:
Line Chart
Vertical Bar Chart
Horizontal Bar Chart
Donut
Pie
Funnel
Table
Used for showing lists. For example, top five or bottom five opportunities
Gauge
Used to show progress towards a goal
Metric
Used to shows a single number like a grand total from a report with a label specified
Visualforce
Used to showvisualforce component as a dashboard. It is used to pull data from other
data sOurces
Folders
Running User
Visibility of Dashboards:
Folders
Visibility of dashboards is also based on the folders in which they are stored
Only the users have aCcess to folder can run the dashboard
Running User:
security and sharing
The data which will be available on dashboards is based on running user's
settings
Developers can submit their apps for listing on the AppExchange directory if they want to share
them with the community
Upload AppExchange Packages: A user profile cannot have the "Upload" permission without also
having the "Create" permission