Cloud Computing & Salesforce CRM:

=================================
Cloud --> Internet.

Organization:

2 Categories.

1. On-Premise Applications:
|
--> Device. (Desktop / Laptop / Mobile / Smart Phone /
Tab /....etc)

Requires the Pre-Installations.

Ex:
MS Office, Skype, Tally, C Programming, C++, Java, MS.Net,
Oracle DB, SQL Server DB, CAD / CAM,...etc.

Drawbacks:
----------
1. Requires the Pre-Installations into our Local Device.
2. Won't support to install in all the devices.
3. Losing the Customers, Business.
4. Losing the Revenue and Profit.
5. Upgradation Problem.

2. OnDemand Applications / Cloud Applications:

Doesn't requires any installations.

Access the applications
1. Browser
2. Internet Access.

Ex: Gmail (100% Cloud Application)

Cloud Computing: --> Concept.

================
Cloud Computing is nothing but a concept, which provides the various
approaches to access each IT Resource on rental basis over the internet by paying
the rental amount to the vendor.

Introduced the "Pay Per Use" concept.

3 Classifications of Services.

1. SAAS: (Software As a Service)----> MS- OFFICE--->

Excel,word,ppt.....
|
--> Readymade Application
(By using this feature, we can access the readymade
applications on rental basis)

2. PAAS: (Platform As a Service)

|
--> Development Environment
|
--> Collection of Services.
|
 --> Develop the
Custom Applications.
Ex:
Programming Languages, Technologies, Databases,
Tools.

3. IAAS: (Infrastructure As a Service):

|
--> Server (Storage Space, Performance, Security,
Backup &
Restore, Upgradations,..etc.)
|
--> Rental Basis.

Cloud Vendors:
--------------
Amazon
Salesforce.com
Oracle
IBM
Google
Microsoft
Alibaba
GoDaddy
Navisight
Adobe Systems
VM Ware
Citrix
Zoho
...
...
etc.

Salesforce.com
==============
|
--> Organization --> 1990's --> Marc Benioff.(CEO)
|
--> Purely Cloud Services

3 Classifications of Services

1. SAAS:
|
--> Salesforce CRM (Customer Relationship Management)
|
--> World's First OnDemand CRM Application.
--> World's #1 Leader in CRM Space.

2. PAAS:
Platform: Force.com Platform
|
--> Build our Own Custom Applications
(Ex: Banking, Finance, Insurance,
Manufacturing,...etc.)

2 Programming Languages
1. Apex Programming:
Build the Custom Business Logic.
 2. Visualforce Programming:
It is a Web Development Framework, to
design Attractive and Dynamic User Interfaces.

3. IAAS:
|
--> Cloud Servers
|
---> 3 Regions.
1. North America Region (NA)
2. Europe Region (EU / EMEA)
3. Asia Pacific Region (AP)

Course:
=======
1. Configuration / Consulting / Admin: No Coding (Classic + Lightning)

2. Development / Customization + Integration: (Classic Development)

|
--> With Coding (Force.com Platform)
|
--> Apex Programming
Visualforce Programming
3.Lightning (Aura )
4.LWC

Salesforce CRM:
===============

Salesforce.com --> Organization --> 1990's --> Marc Benioff (CEO & Founder)
|
--> 1999 March --> 2 Employees.

--> Purely Offers Cloud Services / OnDemad Services.

|
--> Accessible by using "Browser &
Internet Access".

1. SAAS : (Software As a Service)

|
--> Readymade Application / Pre-Built Application
|
--> Contains a Set of features
|
--> Used to Automate
the Business Processes.

SAAS feature provides the facility to access the Readymade softwares on

rental basis,
so that we can automate our business processes.

Salesforce.com --> Readymade Application --> Salesforce CRM

CRM --> Customer Relationship Management

Salesforce CRM -->

1. We can automate All the Existing Customers Information &
New
 Customers Information at one place.

2. We can maintain the 360 Degree View of the Customers.

3. We can Automate all our Marketing, Sales, Services

Processes.

Salesforce CRM --> 2000.

Other CRM Applications.

Sugar CRM
Peoplesoft CRM
Siebel CRM
MS Dynamics CRM
Infor CRM
Synergy CRM
Netsuite CRM
SAP CRM
Oracle CRM
...
...
etc.

Drawbacks:
1. These are purely On-Premise
Applications, Which requires
the installation first, before its
usage.

2. Keep on Upgrade the Software, when you

got new release
into the market.

3. These are Strictly CRM. No Platform

Available.

Salesforce CRM --> 2000.

|
--> World's First OnDemand / Cloud CRM Application.
--> We can automate all our Customer Information at one
place.
--> We can Automate all our Customer Interactions.
--> We can Automate Marketing Processes, Sales Processes
and Service
Processes.
--> Salesforce CRM Comes along with a Platform.
--> World #1 Leader in CRM Space.

2. PAAS : (Platform As a Service)

|
---> Force.com Platform.

1. We can Customize the Existing Salesforce CRM Application.

2. We can Leverage / Extend the Application Features, by adding
the
Additional Enhancements.
3. We can Develop our own Custom Applications.
 (Ex: Banking, Finance, Insurance, Manufacturing,
Consulting, Pharma,...etc.)
4. We can integrate the Salesforce Application with any External
System.

2 Programming Languages:
1. Apex Programming:
By using Apex Programming, we can Develop the Custom
Business Logic based on the application requirement.

2. Visualforce Programming:
It is a Web Development Framework, to Design
Attractive and Dynamic User Interfaces.

3. IAAS : (Infrastructure As a Service)

|
--> Install the Application inside the Infrastructure.
|
--> Provides the Server
|
--> 3 Regions.
1. North America Region (NA)
2. Europe Region (EU / EMEA)
3. Asia Pacific Region (AP)

Creating Salesforce Account: (Free Developer Account)

============================
Creating Salesforce Account is a 2 Step Process.

Step 1: Fill-up the Registration Form.

1. Launch the URL: https://developer.salesforce.com/signup

2. Enter the Details..
First Name:
Last Name:
Company Name:
Email ID: (Valid Email ID)
Select the Role / Designation:
Enter user Name: (In Email ID format) (Ex:
subhash@test.com)
Select the Country Name: (India)
Enter the Postal Code:
3. Click on "Sign Me Up" button.

Observation:
It will Create a New Salesforce Account with the specified user
name, and will reserve the memory in the associated region's available server and
send the account activation link to the specified email id.

Step 2: Activate the Salesforce Account.

1. Goto the Email Account (Ex :Gmail)

2. Open the Email received from Salesforce.
3. Click on "Verify Account" button.
4. Enter the Password, Confirm Password, Security Question and
Answer.
5. Click on "Change Password" button.
 Observation:
It will reset the Password for the Account and will re-direct the
user to the Salesforce Account.

https://ap16.salesforce.com/home/home.jsp?source=lex

Login into Salesforce Account:

------------------------------

1. Launch the URL: https://login.salesforce.com

2. Enter the User Name and Password.
3. Click on "Login" button.

Customizing the Tabs on the TabBar:

===================================
Upon selecting the Application from the AppLauncher, it will represent the
associated Tabs on the TabBar by default.

We can customize the tabs on the TabBar as below.

Goto the "TabBar" and click on "+" symbol (i.e. + ---> All Tabs)
1. Click on "Customize My Tabs" button.
2. Select the Tabs to the visible on the TabBar, by using "Add /
Remove" buttons.
3. Arrange the Tabs in the required order by using "Up / Down"
navigation buttons.
4. Click on "Save" button.

Tab:
====
Tab Provides a collection of graphical user interfaces, to be get used to manage
the records inside the associated object.

By using the Tab, we can INSERT, UPDATE, DELETE, UNDELETE, VIEW the records
available inside the object.

For each object Salesforce Provides a Tab by default. Where Object Names are in
"Singular Format" and "Tab Names are in Plural Format" as below.

Object Name Tab Name

-----------------------------------
Campaign ----> Campaigns
Lead ----> Leads
Account ----> Accounts
Contact ----> Contacts
Opportunity ----> Opportunities
Case ----> Cases
Solution ----> Solutions
Order ----> Orders
Contract ----> Contracts
city ---Cities
...
...

SideBar:
========
SideBar is a Component which will be represented at the left panel. SideBar
provides the Recently Performed Actions, Quick Actions and Recycle Bin option.
 We can make the SideBar Collapsible as below.

Setup --> Build --> Customize link and Expand it.

1. Click on "User Interface" link.
2. Goto the "SideBar" Settings section.
3. Select the Checkbox "Enable Collapsible SideBar".
4. Click on "Save" button.

Records Management:
===================
By using this feature, we can perform all the operations on the object records.

We can INSERT, UPDATE, DELETE, UNDELETE, VIEW the records inside the object.

Customize Recent Records Section:

---------------------------------
For each object, Salesforce provides a Recent Records Section, which
represents the Recently Created / Edited / Viewed records in the Tabular format
with the default columns.

We can customize the Table columns based on the business requirement.

Click on the Required Object's Tab (Ex: Accounts)

1. Expand the "Force.com Quick Access Menu" from the Right Panel.
2. Click on "Edit Columns" link.
3. Select the Required columns to be visible in the Table, by
using "Add / Remove" buttons.
4. Arrange the columns in the required order by using "Up / Down"
navigation buttons.
5. Click on "Save" button.

UseCase:
========
Configure the Recent Records Section for "Account Object", to represent the
below fields in the required order.
Ex:
Account Name, Rating, Industry, Annual Revenue, Phone, Fax, Type,
Ownership, Customer Priority, Active
Assignments:
============
1. Configure the Recent Records Section for the Lead Object, to represent the
below fields in the order as below.
Ex:
First Name, Last Name, Rating, Industry, Annual Revenue, Company,
Status, Phone, Fax, Email.

2. Configure the Recent Records section for the Case Object, to represent the
below fields in the below order.
Ex:
Case Number, Status, Priority, Origin, Type, Reason, Subject.

3. Configure the Recent Records section for the Contact Object, to represent
the below fields in the below order.
Ex:
First Name, Last Name, Title, Phone, Fax, Email, Mailing City,
Mailing State, Mailing Country.
Editing the Records:
--------------------
Inline Editing Feature.

Removing the Records:

---------------------
Deleted records will get resides inside the ReCycleBin for "15 Days".

Enhanced ListView:
==================
Enhanced ListView Control will collect all the records from the associated
object and will represent the records on the User Interface in "Tabular format".

Pagination / Paging:

Gmail
|
---> Inbox (2,000)
|
---> 1 - 50

Ex:
1 - 50 --> P1
51 - 100 --> P2
101 - 150 --> P3
...
...

Navigation Buttons:
First Previous
Next Last

1,000 Records --> Object

|
--> Page Size: 10.
1- 10 --> p1
11 - 20 --> p2
21 - 30 --> p3
...
..
990 - 1000 --> p100

900 - 910 --> 90

UseCase:
========
Configure a ListView Option / Filter for the Account object, to represent
only "Hot Rating Account Records".

Click on the Required Object's Tab (Ex: Accounts)

1. Goto the "Enhanced ListView Control".
2. Click on "Create New View" link.
3. Enter the ListView Label and Unique Name and the Description.
4. Select the "Accounts Criteria".
1. All Accounts. (Select this option)
2. My Account.
 5. Enter the Filter Conditions.
Account:Rating == 'Hot'
6. Select the Columns / Fields to be visible on the Table by
using Add / Remove buttons.
7. Arrange the Fields in the required order by using "Up / Down"
navigation buttons.
8. Select the Visibility Option.
1. Only To Me.
2. To All Users. (Select the Option)
3. To a Group of Users.
9. Click on "Save" button.

Observation:
It will add a New Filter option inside the Enhanced ListView
Control. When the user selects the option the corresponding matching records will
display the tabular format.

Assignments:
============
1. Configure the ListView Option for the Lead Object, to represent all the
Lead Records whose Industry is "Consulting".
(Condition:
Lead: Industry == 'Consulting')

2. Configure the ListView Option for the Account Object, to represent the
Account Records which meets the below criteria.
1. Account : Active == 'Yes'
2. Account : Phone != Null
3. Account : CustomerPriority == 'High'

3. Configure a ListView Option for the Case Object, to represent all the
Cases Whose Status is "New" and Priority is "High".
(Conditions:
Case:Status == 'New'
Case:Priority == 'High')

4. Configure a ListView Option for the Contact Object, to represent all the
Contacts Whose Email is Null.
(Condition:
Contact:Email == ) (Leave it as Blank)

Object ID / Schema Id / Object Key-Prefix:

==========================================
Each object in Salesforce will get identified by using a Unique
Identification Number called as "Object ID".

It is a 3-Characters Alphanumerical Number.

Object Name Object ID

-----------------------------------
Campaign ---> https://ap16.salesforce.com/701/o --> 701
Lead ---> https://ap16.salesforce.com/00Q/o
--> 00Q
Account ---> https://ap16.salesforce.com/001/o
--> 001
Contact ---> https://ap16.salesforce.com/003/o
--> 003
Opportunity ---> https://ap16.salesforce.com/006/o
--> 006
Case ---> https://ap16.salesforce.com/500/o
--> 500
Solution ---> https://ap16.salesforce.com/501/o
--> 501
Order ---> 801
User ---> 005
Group ---> 00G
Task ---> 00T
Event ---> 00U
...
...

Benefits:
---------
1. We can jump / switch from one object to another by just placing the
object id inside the URL.

Syntax:
https://<ServerNumber>.Salesforce.com/<objectID>

2. By using the object id, we can recognize the records.

i.e. We can identify, to which object the records gets
associated.

Record ID:
----------
Each record inside the object, will get recognized by using a
Unique Identification number called as "Record ID", which contains 18-Characters
alphanumerical number.

Record Id is a Case-Sensitive Id.

It will represent the First 15-Characters record id inside the

URL. Last 3-Characters will not be visible in the URL due to security reasons.

Record ID : 18-Characters Alphanumerical

|
| --> First 3 - Characters represents the
Object ID.
|
--> Remaining 12-Characters represent
the Record ID.
|
--> Last 3 - Characters
represents the
"CheckSum /
TransactionCode".

https://ap16.salesforce.com/0012w00000M9Aoq

0012w00000M9Aoq
0012w00000M9AoqAAF

0012w00000M9AoqAAF

Applications:
=============
Applications are used to manage the Data / Records related to a Business /
Organization. Application will maintain the data in the form of "Tables / Objects".

To manage the Business Related / Organization Related Data, Each Application

contains a Set of Tabs. Where each Tab provides a collection of Graphical User
Interfaces to manage the application specific data.

Salesforce provides 2 Types of Applications

1. Standard Applications:
These are the Readymade Applications provided by Salesforce by default.
Ex:
Sales, Service, Marketing, App Launcher, Communities, Site.com,
Chatter, Content,..etc.

Note:
We can Customize the Standard Applications based on the business
needs, but we can't remove the Standard Application from the Organization.

2. Custom Applications:
When the Standard Applications are not suitable for the business
requirements, then the Salesforce Administrator / Developer can Develop the Custom
Applications also according to the business needs.

Ex:
Banking, Finance, Insurance, Supply Chain, E-Commerce,
HealthCare, Pharma,....etc.

Note:
We can Customize the Custom Applications and we can remove the
applications from the organization, if it is no longer needed.

Note:
Setup --> Build --> Create --> Apps.

Governor Limits:
----------------
1. In Unlimited Edition:
We can create Unlimited Number of Custom Applications.

2. In Free Developer Edition:

We can create max. of 10 Custom Applications.

UseCase:
========
Create a Custom Application with the name ''Infosys"

Setup --> Build --> Create --> Apps link.

1. Goto the "Apps" Section, and Click on "New" button.
2. Select the Application Type as "Custom", Click on "Next"
button.
3. Enter the Application Label, Name and Description.
4. Select the Image / Logo to be Applicable for the Application
by using "Insert an Image" button.
5. Click on "Next" button.
6. Select the Required Tabs to be used inside the Application by
using "Add / Remove" buttons.
7. Arrange the Tabs in the required order by using "Up / Down"
navigation buttons.
8. Select the "Default Landing Tab" from the Picklist. Which will
make the Tab as "Active" by default.
9. Click on "Next" button.
10. Select the Checkbox "Visible", to make the Application to be
visible to all profile users.
11. Click on "Save" button.

Observation:
It will create the Application with the specified Name, and will
display the application name in the App Launcher at the end of the list.

The User can select the Application name from the App Launcher,
and can access the features.

Note:
We can change the order of the application names by using
"ReOrder" button.

Document Object:
================
It is a Standard object, which contains all the Static Resources, can be
referenced inside the Salesforce Organization.

Document object can hold the "Images, Pictures, Audio / Video Files, Text
Documents, PDF Documents,...etc.".

UseCase:
========
Create a Custom Application with the Name "Wipro" with our own Logo.

Step 1: We need to collect the Image from the Client, to be get used as
the Logo for the Application. (Ex: Google Images)

Step 2: Upload the Image into the "Document Object".

1. Add the "Documents" Tab onto the TabBar.

Goto the TabBar and Click on "+" symbol.
1. Click on "Customize My Tabs" button.
2. Add the "Documents" tab on to the List.
3. Click on "Save" button.

2. Click on the "Documents" Tab and Click on "New" button.

3. Enter the Document Name, Label, and Description.
4. Select the Checkbox "Externally Available this Image".
5. Select the Image by using "Choose File" button.
6. Click on "Done" button.
7. Click on "Save" button.

Observation:
It will upload the Image into the Document object.

Step 3: Create the Custom Application, with the name "Talent

Acquisition"
by selecting the Image from the "Document Object" from the
Dialog Box.

Note: Upon Creating the Custom Application, the Logo Size should
be max. of 20 KB.
Objects:
========

Object --> Table.

2 Types of Objects.

1. Standard Objects:
Readymade objects provided by Salesforce by default.

Ex:
Account, Contact, Opportunity, Lead, Campaign, Case,
Solution, Document, User, Task, Event, Order, Contract, Quote, Product,
PriceBook,...etc.

Note:
We can Customize the Standard Objects by adding the
additions fields (Columns). But, we can't remove the Standard objects from the
Organization.

2. Custom Objects:
The Administrator / Developer can create their Own Custom
Objects as part of the Business / Application requirement.

Ex:
Customer__c, Branch__c, Loan__c, Transaction__c,
Position__c, Candidate__C,...etc.

( __c --> Represents Custom )

Note:
We can Customize and Remove the Custom Objects.

Standard Objects + Custom Objects = SObjects (Salesforce

Objects)

Governor Limits:
----------------
1. In Free Developer Edition:
We can create max. of 400 Custom Objects.

2. In Unlimited Edition:
We can create max. of 2,000 Custom Objects.

Ways to List out the Objects:

-----------------------------
1. By using Standard Navigation

Setup --> Build --> Customize --> Objects List. (Standard Objects)

Setup --> Build --> Create --> Objects. (Custom Objects)

2. By using Developer Console:

Click on Your Name and Expand it.

1. Click on "Developer Console" link.
2. Goto the "Developer Console Editor".
3. Click on "File --> Open" link.
 4. Select the Entity Type as "Objects" from the left panel.
5. It will represents all the Objects exist inside the
organization.

3. By using Schema Builder:

Setup --> Build --> Schema Builder.

4. By using Data Loader

5. By using Third Party Tools.

Ex:
Object : Customer
|
--> Table : Customer__C,Loan---Loan__c,Candidate__C
|
---> Standard Fields / Columns
1. Id
2. Name
3. Owner
4. CreatedBy
5. LastModifiedBy

Tab (User Interfaces) : Customers

Business Logic (Class) : Customer__C

Creating Custom Objects:

------------------------
While Creating the Custom Objects, we have the below 2 ways.

1. By using Standard Navigation

2. By using Schema Builder.

Navigation: (Standard Navigation).

Setup --> Build --> Create --> Objects.
1. Goto the Objects Section, and Click on "Custom Object" button.
2. Enter the Object Singular Label, Plural Label, and
Description.
(Singular Label --> For Object Name
Plural Label --> For Tab Name)
3. Goto the "Optional Features" section.
1. Checkbox: Select "Allow Reports".
2. Checkbox: Select "Allow Activities".
3. Checkbox: Select "Track Field History".
4. Checkbox: Select "Allow in Chatter Groups".

4. Goto the "Deployment Settings" Section.

1. In Development --> Object is not ready to use.
2. Deployed. (Select) --> Object is ready to use.
5. Goto the "Object Creation Section".
1. Checkbox: Add Notes & Attachments Related List.
2. Checkbox: Launch a New Custom Tab Wizard After Creating
the
Custom Object.

6. Click on "Next" button.

7. Select the "Visible" Checkbox, to make the Tab to be visible
for all profile users. And click on "Next" button.
8. Select the "Default ON" option, to make the Tab to be visible
for all the Applications.
9. Click on "Next" button.
10. Click on "Save" button.

Observation:
It will Create a Custom Object with the specified name and will
create a Tab for the object and the Tab will be visible on the TabBar.

UseCase:
========
Create a Custom Object /Table with the name "Customer".

Assignments:
============
1. Create a Custom Object with the name "Prospect".

2. Create a Custom object withe name "Branch".

3. Create a Custom Object with the name "Loan".

UseCase:
--------
Create a Custom Object with the name "Branch" without the Tab.

Tabs:
=====

An object can have only one Tab.

Salesforce provides 4 types of Tabs.

1. Custom Object Tabs:

By using this feature, we can create the Tabs for the Custom
objects, which doesn't have the Tabs.

2. Visualforce Tabs:
By using this feature, we can create a Tab on the TabBar, which
will re-direct the user to the specified Visualforce page upon click on the Tab.
Which contains the Customized user interface based on the client requirement.

3. Web Tabs:
By using this feature, we can re-direct the user to a specific
website / web application based on the website name / url upon click on the tab.

4. Lightning Page Tabs.

By using this feature, we can re-direct the user to a specific
Lightning Page upon click on the Tab.

Creating a Custom Object Tab:

-----------------------------
Setup --> Build --> Create --> Tabs.
1. Goto the "Custom Objects Tabs" section.
2. Click on "New" button.
3. Select the "Object Name" from the Picklist.
(Ex: Branch)
4. Select the TabStyle from the Lookup icon.
 5. Click on "Next" button.
6. Select the "Default ON" option, to make the Tab to be visible to all
profile users.
7. Select the Checkbox "Include the Tab", to make the Tab to be visible
in all the Application.
8. Click on "Save" button.

Observation:
It will Create the Tab and the Tab will be visible on the TabBar.

Fields:
=======
Field --> Represents a Column in the Table.

2 Types of Fields.

1. Standard Fields: Readymade Fields.

(Ex: ID, Name, Owner, CreatedBy, LastModifiedBy,...etc.)

Note:
We can Customize the Standard Fields, just by Changing the
Labels. But, we can't remove the fields from the object.

2. Custom Fields:
The Administrator / Developer can create the Additional fields to
the object to store the Application / Business specific data.

Ex:
Phone__c, Fax__C, Location__C, Address__C, Designation__C,
Salary__c,...etc.

Note:
We can Customize & Remove the Custom fields from the
object.

Governor Limits:
----------------
1. In Free Developer Edition:
Each Object can have max. of 500 Custom Fields.

2. In Unlimited Edition:
We can create max. of 800 Custom Fields per an object.

Ways to List out the Fields:

----------------------------
1. By using Standard Navigation.
Setup --> Build --> Customize
1. Click on "Required Object's Name" and expand it. (Ex:
Accounts)
2. Click on "Fields" link.

2. By using "Force.com Quick Access Menu".

Click on the Required Object's Tab on the TabBar. (Ex: Cases)
1. Expand the "Force.com Quick Access Menu" from right panel.
2. Click on "View Fields" link.

3. By using Schema Builder:

Setup --> Build --> Schema Builder
 4. By using Developer Console:
5. By using DataLoader Tool.

DataTypes:
==========

1. Text:
Allows to store the Alphanumerical values + Special Characters.

Limits: max. of 255 Characters.

Properties:
1. Field Label :
To specify the Label / Static text to be visible in the
user interface.

2. Field Name / API Name:

To specify the actual column name in the Table.

3. Description:
To provide the comments about the field.

4. HelpText:
To provide the Online Help / Tooltip Text information about
the field.

5. Length : Number of Characters to be allowed.

6. Required Checkbox: To make the field required.

Question: How many ways are there to make a field

required?

we have 5 Ways to make a field required.

1. By selecting the Required

Checkbox upon
creating the field.
2. By using "Page Layout
Customizations".
3. By using "Validation Rules".
4. By using "Apex Programming
(Triggers)".
5. By using "Visualforce
Programming".

7. Unique Checkbox: We can make the column values unique.

8. External ID Checkbox: To make the column can hold the external

system record id inside the field.

2. Text Area:
It allows us to store max. of 255 characters of content by entering in
multiple lines.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
 4. Description:
5. Length:
6. Number of Lines Visible:
Number of lines of content visible at a time.

3. Text Area Long:

It allows us to store max. of 1,31,072 characters of content by
entering in multiple lines.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Length:
6. Number of Lines Visible:
Number of lines of content visible at a time.

4. Text Area Rich:

It allows us to store max. of 1,31,072 characters of content by
entering in multiple lines. It provides the Formatting options.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Length:
6. Number of Lines Visible:
Number of lines of content visible at a time.

5. Email:
This field is used to store the email id values inside the column.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:
6. Unique Checkbox:
7. External ID CheckBox:

6. Number:
This DataTypes allows us to store the numerical values including the
decimal digits.

Note: Allows us to store max. of an 18-Digit Number.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Length:
6. # of Decimal Digits:
7. Required CheckBox:
8. External ID:
 7. Percent:
This DataType allows us to store the percentage values. i.e. We can
store numerical values along with the decimal points.

Ex:
Discount : 5 ---> Save --> Discount : 5%

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Length :
6. # of Decimal Digits:
7. Required CheckBox:

8. Date:
This datatype allows us to store the date values inside the column by
selecting from the pop-up calendar.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required Checkbox:

9. Time:
This Datatype allows us to store the Time Values either in 12 / 24
hours format.

12 Hours & 24 Hours format.

7.00 AM 4.00 PM
18.30 (6.30 PM)

HH:MM
HH:MM:SS
HH:MM:SS:MSEC (1 Second = 1000 Milliseconds)

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:

10. DateTime:
It allows us to store the DateTime Stamp value inside the field.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:

11. URL:
This DataType allows us to store the Website Names / Path of the
Application URL inside the Database.

While representing the website name, it will display the URL in the
form of a "Hyperlink".

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:

12. Text Encrypted:

This DatType allows us to store the sensitive data like Passwords,
Bank Account Numbers, Credit Card Numbers, Social Security Number, US Insurance
Policy Numbers,...etc. It will store the Data by encrypting into an another format.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:
6. Masked Type:
1. Password: ********
2. Credit Card Number : XXXX XXXX XXXX 4004
3. Bank Account Number : XXXX XXXX 1234
7. Masked Character:
*
X

13. Currency:
This DataType is used to store the Currency values by pre-fixing
with the currently configured currency symbol.

We can store an 18-Digit number inside the field.

Ex:
Salary Amount : 50000 --> Save --> Salary Amount : $ 50000

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:
6. Length :
7. # of Decimal Digits:
8. External ID CheckBox:

14. Checkbox:
It allows us to store the TRUE / FALSE values inside the field.
If the CheckBox is Selected --> TRUE. Else it returns FALSE.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
 5. Default Option: (UnChecked)

15. Picklist:
This Control is used to select only one element from the collection of
elements.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:
6. Values:
7. CheckBox: Arrange the Elements in Alphabetical Order.
8. CheckBox: Restrict the Picklist Values based on the ValuesSet.

16. Picklist-MultiSelect:
By using control, we can select one or more options from the collection
of options.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Values:
6. CheckBox : Arrange the Elements in Alphabetical order.
7. # of Elements Visible:

17. Phone:
This datatype allows to store the Phone Number / Fax number of the
customers.

Ex:
Contact Number : 9900887766 --> Save --> (990) 088 - 7766

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:

18. Auto Number:

This DataType allows us to make the column values auto-generated. i.e.
It will generate the value by Salesforce based on the specified format.

These are called as System Generated Fields. Which are purely ReadOnly
fields. We can't modify the field value.

Customer Codes: CID-100001 PID-1001 E-4001

CID-100002 PID-1002 E-4002
CID-100003 PID-1003 E-4003
... ...
...

Properties:
1. Field Label:
 2. Field Name / API Name:
3. Help Text:
4. Description:
5. Display Format:
Ex: CID-{000000} PID-{0000} E-{0000}
6. Starting Number:
7. CheckBox : Generate AutoNumber for Existing Records.

System Generated Fields:

------------------------
ID
CreatedBy
LastModifiedBy
Auto Number
Formula
Rollup Summary

19. GeoLocation:
This DataType is used to store the Latitude and Longitude values of the
specified location.

Properties:
1. Field Label:
2. Field Name / API Name:
3. Help Text:
4. Description:
5. Required CheckBox:

Creating Custom Fields:

=======================
Click on the Required Object's Tab (Ex: Positions)
1. Expand the "Force.com Quick Access Menu".
2. Click on "View Fields" link.
3. Goto the "Custom Fields & Relationships" section.
4. Click on "New" button.
5. Select the "DataType" from the list.
6. Click on "Next" button.
7. Enter the Field Label, Field Name, and Description.
8. Select the required properties based on the need.
(Ex: Required CheckBox / Unique CheckBox,...etc.)
9. Click on "Next" button
10. Select the "Visible" Checkbox to make the fields to be visible to
all profile users.
11. Click on "Next" button.
12. Click on "Save" button.

Object Name: Position

============
Position ID : PID-100001 : Number
Position Name : Standard
Location : Picklist
(LOV's: Hyderabad, Bangalore, Chennai, Pune, Mumbai, Noida, Delhi)
Number of Vacancies: Number (Mandatory)
Position Status : Picklist (Default : New Position)
(LOV's: New Position, Open Approved, In Progress, On Hold, Recruited,
Closed)
Open Date : Date
Milestone Date : Date (Mandatory)
Minimum Pay : Currency
 Maximum Budget : Currency (Mandatory)
HR Email ID : Email (Mandatory)
HR Contact Number : Phone
Position Description : Text Area Long
Skills Required : Text Area Rich
Travel Required : CheckBox
Passport Required : CheckBox

Assignment:
===========
1. Create an object with the name "Hiring Manager" with the below fields.
Fields:
1. Hiring Manager Name : Standard
2. Location : Picklist
(LOV's: Hyderabad, Bangalore, Chennai, Pune, Mumbai,
Noida, Delhi)
3. Email ID: Email (Mandatory)
4. Contact Number : Phone (Mandatory)

2. Create an object with the name "Patient Record" with the below fields.
Field:
1. Patient ID: Number (PID-4001)
2. Patient Name : Standard
3. Location Name: Picklist
(LOV's: Hyderabad, Bangalore, Chennai, Pune, Mumbai,
Noida, Delhi)
4. Contact Number : Phone (Mandatory)
5. Patient Age : Number (2 Digits) (Mandatory)
6. Gender : Picklist (Mandatory)
(LOVs: Male / Female)
7. Visiting Date : Date (Mandatory)
8. Fee Amount : Currency
9. Description : Text Area
10. Doctor Name : Text (200) (Mandatory)

Page Layouts:
=============
PageLayout provides a set of graphical user interfaces to be used to manage
the records inside the associated object.

Through Page Layout we can perform the DML operations on the object records.
(Ex: INSERT, UPDATE, DELETE, UNDELETE)

While creating a Custom object, Salesforce provides a PageLayout by default

as below.

Object Name PageLayout Name

---------------------------------------------
Account -----> Account Layout
Contact -----> Contact Layout
Opportunity -----> Opportunity Layout
Lead -----> Lead Layout
Case -----> Case Layout
...
...
Position__c -----> Position Layout
Branch__c -----> Branch Layout
....
....
 Note:
Salesforce Developer / Administrator can create one or more additional
PageLayouts for the object based on the need.

Navigation:
Click on the Required Objects Tab.
1. Expand the "Force.com Quick Access Menu".
2. Click on "View Fields" link.
3. Goto the "PageLayouts Section".

(OR)

Setup --> Build --> Customize

1. Select the Object name and expand it (Ex: Account)
2. Click on "PageLayouts link".

Note:
Each PageLayout contains 2 Modes.

1. Edit Mode / Edit Page / Edit Layout:

This Layout will represent the fields in the Editable format.
Where the user can enter the data / edit the data in the fields.

Edit Mode will get opened, when the user click on "New Button and
Edit" button.

2. Detail Mode / Detail Page / Detail Layout:

This Layout will represent the detailed information of the
record.

Detail Mode will get opened, when the user click on "Save"
button.

We can customize the PageLayout as per the business need as below.

1. We can Add one or more Additional Sections on to the PageLayout.

2. We can specify the Section Header / Title.

3. We can specify, the Number of Columns to be used to arrange the fields in

the section.

4. We can specify the Tab-Key order for each section.

5. We can place the required fields inside the section.

6. We can move a field from one section to another.

7. We can remove the unused sections from the Layout.

8. We can make the fields "Required / ReadOnly" on the Layout.

9. We can remove the unnecessary fields from the Layout.

10. We can add the required fields onto the Layout.

11. We can Customize the RelatedLists to be visible on the Layout.

 12. We can Remove the unused RelatedLists from the Layout.

13. We can Customize the Columns to be visible on the RelatedLists.

14. We can Customize the Buttons to be visible on the RelatedLists.

15. We can Add the Custom Buttons onto the Layout.

16. We can Embed the Visualforce Pages onto the Layout.

17. We can Embed the Google Maps onto the Layout.

18. We can Embed the Chart Component / Dashboard onto the Layout.

We can Customize the PageLayout by using PageLayout Editor as below.

Goto the "PageLayouts Section".

1. Click on "Edit" button for the PageLayout, to be get customize.
2. Do the required customizations.
3. Click on "Save" button.

Field Dependency:
=================
By using this feature, we can make a field to be get dependent on an another field.

One field should be act as a "Parent / Controlling Field". And the another field
should be act as the "Dependent / Child field".

UseCase:
--------
Create the Two Custom Picklist fields with the name "State and Capital", and
populate the options inside the fields. And map the field dependency between the
fields.

Step 1: Create the Two Picklist fields, and populate the associated options.
Ex: Country Name:
State Name :

Step 2: Map the Field Dependency between the fields.

Click on the Required Object's Tab. (Ex: Customers)
1. Expand the "Force.com Quick Access Menu".
2. Click on "View Fields" link.
3. Goto the "Custom Fields & Relationships" section.
4. Click on "Field Dependency" button.

Note:
We can have one or more number of field dependencies inside an object.

Note:
1. While Mapping the field dependency, Controlling field can be either a
"Standard Field / Custom Field". But, Dependent field should be always
a Custom field.

2. While Mapping the field Dependency, "CheckBox" should be always a

"Controlling" field.

3. In Field Dependency, "Picklist-MultiSelect" control should be always a

Dependent field.
Country....State .....Capital

Field dependnacy ....>Country....Controlling field

State...Dependancy filed

Field Dependancy ....>State ..Controling

Capital....>Dependancy

Field History Tracking:

=======================
By using this feature, we can track the history of the field values. i.e. If any of
the user modified your record, then we can track those changes.

1. The Modified Person Details.

2. Modified Date and Time.
3. Modified Fields information.
4. Old Value and New Values of the fields.

Implementation Steps:
---------------------
Step 1: Enable the CheckBox "Track Field History" in the object settings.

Step 2: Select the required fields to be get Tracked.

Goto the "Required Object's Tab" (Ex: Positions)
1. Expand the "Force.com Quick Access" menu.
2. Goto the "Custom Fields & Relationships section".
3. Click on "Set History Tracking" button.
4. Select the "Fields" to be get Tracked.
5. Click on "Save" button.

Note:
We can enable the Field History Tracking for max. of 20
fields per an object.

Step 3: We need to add the "History" RelatedList onto the Page Layout.
Ex: Position Object ---> Position History RelatedList

UseCase:
========
Configure the field History Tracking for the Position object for the below
listed fields.
Field Names:
Location Field
Maximum Budget Field
Milestone Date Field
Position Status
HR Email ID
Number of Positions

Assignments:
============
1. Configure the Field History Tracking for the Account object on the below
fields.
1. Rating
2. Industry
3. Annual Revenue
 4. Phone
5. Active__C

Page Layout Name: Account Layout.

2. Configure the Field History Tracking for the Case Object on the below
fields.
1. Case Status
2. Case Priority
3. Case Origin
4. Case Reason.

Schema Builder:
===============
Setup --> Build --> Schema Builder

1. We can Build the Objects.

2. We can add the fields to the objects. (Standard & Custom
Objects)
3. We can map the Associations / Relationships among the objects.

UseCase:
--------
Create a Custom object with the name "Hiring Manager" with the below fields
by using Schema Builder.
Fields:
1. Hiring Manager Name : Standard
2. Location : Picklist
(LOV's: Hyderabad, Bangalore, Chennai, Pune, Mumbai,
Noida, Delhi)
3. Email ID: Email (Mandatory)
4. Contact Number : Phone (Mandatory)

Drawbacks:
----------
1. While Creating the objects through Schema Builder, it will provide the
Table and Standard Fields inside the object. But, it won't provide the
Tab for the object.

Sol:
We need to Create a Custom Object Tab, to manage the records
inside the object.

2. While Creating the Custom Fields through Schema Builder, it will represent
only the "Required Fields" onto the Page Layout by default. Optional
fields will not be visible on the Layout by default.

Sol:
We need to add the optional fields onto the Page Layout by using
"Page Layout Customization".
Relationships:
--------------