Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part VI

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 Beginners G ide !or Sales"orce. The doc ment !oc ses on master details relationship. #oin o r pro!essional training program and learn !rom e$perts.

Description:

History:
Version #$% #$% Description Change Initia" Dra&t Re+iew,% A thor P !"ish Date Chandra Pra'ash Shar(a %)th *ay )#%) A(it Shar(a %-th *ay )#%)

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Contents
'ontents.......................................................................................................................... ( )aster *etail +elationship............................................................................................... , -alidation b% sing +elational .perators in Sales"orce.com.........................................../ How To 'hange Setting In )aster *etail 0....................................................................1 +oll- p S mmar% "ield in Sales"orce ............................................................................&2 How to create +oll- p s mmar% !ield in Sales"orce ...................................................&& 3ssign Tas4 in Sales"orce.............................................................................................. &5

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*aster Detai" Re"ationship

)aster *etail +elationship create m ltilevel master detail relationships. )aster *etail +elationship per!orm parent child relationship and all so de!ine master detail

relationship c stom ob6ect and standard ob6ect.

'hild record m st have a parent. 'ascade record-level sec rit%. show master detail relationship with compare two ob6ects E$-7'andidates and 6ob application8 !lowing some steps !or create master detail relationship.

How to Create *aster Detai" Re"ationship :. 'lic4 to Set p -9 Create -9 O!/ects -9 'lic4 to 0ew C sto( O!/ect

Step % :. 'reate new '

stom .b6ects E$- 7+eview8.

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Step ) :.
3!ter creating add new C sto( Fie"ds 1 Re"ationships. select an% data t%pe E$-7i am selecting n mber !or review rating.

"inish all the step on this C sto( Fie"ds 1 Re"ationships and same add all so anther Te$t area !ield.

Step - :.
'lic4 to ' stom "ields : +elationships 0ew b tton and select the *aster.Detai" Re"ationship show in below.

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Step - :.
Select *aster.Detai" Re"ationship and clic4 to 0e2t b tton. Select the other ob6ect to which this ob6ect is related. clic4 to 0e2t b tton.

Select .b6ect <ame

Step 3 :.
'hec4 the option and clic4 to 0e2t b tton.

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In )aster *etail it is not re= ired chec4 this chec4 bo$ it is b% de!a lt chec4 .

'lic4 to 0e2t.. 0e2t b tton and Save this relationship. 3!ter that %o can see that clic4 on 6ob location and see below give the review. clic4 to 0ew Re+iew b tton create review,

Va"idation !y sing Re"ationa" Operators in Sa"esForce$co(

E2: . How to validate in +eview rating !ield ser cannot give less than & and greeter then &2.

Step % :.
How to create +a"idation :
'lic4 to Set p -9 Create -9 O!/ects -9 select %o c sto( ta!7e$- +eview8 -9 there is %o can !ind Va"idation R "es lin4 on near top side page. %o can see below, 6 st go and mo se hover on this lin4 %o can see pop p window related to -alidation + les clic4 to 0ew b tton

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3!ter that show on new page on this page !ill all mandator% !ields, clic4 to Insert &ie"d b tton to inserting !ield.

>o can write validation 7E$ 0- condition 3 ? 2 @@ condition B 9 &2 8 !or adding operator clic4 to Insert Operator b tton. 'lic4 to Sa+e b tton !or save this validation.

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3!ter that %o can chec4 i! %o give wrong entr% it will throw error message and not accept greeter then or less then val e. see below image. onl% give tr e val e .

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How 4o Change Setting In *aster Detai" :

I! %o want to change /o! app"ication on Re+iew page there not possible %o want to change some setting. letCs see the stepCs how to change setting allow to enter !ield data.

I! %o want to change this 6ob application there not possible %o want to change some setting.

'lic4 to Set p -9 O!/ects -9 Select %o r c sto( o!/ect &ie"d7E$- +eview8 and in this page !ind the C sto( Fie"ds 1 Re"ationships there is !ind Data type . *aster Detai" clic4 to Edit b tton %o can see below.

3!ter clic4 on Edit b tton %o can see new screen.

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chec4ed this chec4 bo$ and save.

chec4ed this chec4 bo$ and clic4 to Save b tton. a!ter that go to +eview c stom ob6ect and there is %o can see the !ield is available on editable mode.

<ow !ield is available Editable mode Then %o can change this 6ob application. 0ote :. Pro!ile with modi!% all or s%stem administrator in master detail.

Ro"". p S ((ary Fie"d in Sa"esForce

The +oll p s mmar% !ield s pport onl% se o! static criteria !or eval ating which record to '.D<T, SD), )3E, )I<. itCs an advanced !orm la !iled which can per!orm Ro"". p s ((ary &ie"d is 3 types &. 'o nt (. )a$ www.bispsol tions.com Page &2 www.bisptrainigs.com www.h%periong r .com

,. )in ;. s m Ro"". p S ((ary Li(itations : - The !ield being rolled p cannot be a !orm la !ield. - m st be master-detail relationship in order to se them. - %o can p t onl% &2 roll- p s mmar% !ields.

0ote :. +oll- p s mmar% !ield is onl% enable !or a parent ob6ect in a master detail
relation.

How to create Ro"". p s ((ary &ie"d in Sa"esForce

Go to Set p .9 Create .9 O!/ects .9 Se"ect yo r parent o!/ect5E2 :. 6o! App"ication7 .9 &ind C sto( Fie"ds 1 Re"ationships and clic4 0ew b tton .9 and select Ro"".8p S ((ary

Step % :.

chec4ed this +oll-Dp S mmar% !ield and clic4 to 0e2t b tton.

Step ) :.
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"ill the all !ields, "ield Fabel, "ield <ame, *escription, Help Te$t. and clic4 to 0e2t b tton.

Step - :.
There is %o can see some !ields S ((ari9ed o!/ect, Se"ect Ro"". p T%pe , and Fi"ter Criteria$

A :- Select S ((ari9ed O!/ect b% sing dropdown. : :- I! select CO804 !or co nting !or e$ 0-7&,(,,,....&28. C :- I! %o select S (, *in, *a2 a!ter that select G D:- !or select rating H www.bispsol tions.com Page &( www.bisptrainigs.com www.h%periong r .com

E:- %. 3ll records sho ld be incl de in the calc lation !or all records. E :-(. .nl% records meeting certain sho ld be incl de in the calc lation when %o select option ( !or choose selected item or !ields. a!ter select option %o can see below how loc4 the page.

I will select '-&, * and E-& and clic4 to 0e2t b tton %o can see below.

Step 3 :.
'lic4 to 0e2t b tton.

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Step ; :.
'lic4 to Save b tton !or save this Ro"". p s ((ary &ie"d$

3!ter that %o can clic4 on parent o!/ect5E2 :. 6o! App"ication7 %o can see below. 4ota" Rating $ www.bispsol tions.com Page &; www.bisptrainigs.com www.h%periong r .com

Assign 4as' in Sa"esForce

Sales"orce provide to %o r organiIation to provide an% tas4, meeting sched le, s b6ect, * e date, Priorit%, 'omments, +eminder etc b% sing 4as' lin4.

How to Assign 4as' :

'lic4 to Ho(e tab .9 Create 0ew .9 4as'

'lic4 to Tas4 lin4 then %o need some !ield !ill. these are !ield show in below.

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3!ter that %o can save this tas4. 3!ter that assign tas4 %o can see that how to loc4 assign tas4 stat s emplo%ee side. %o can see this tas4 C sto( O!/ect5E2 :. 6o! App"ication7 clic4 on this !ield.

3!ter %o completed tas4 %o can change Stat s. that time stat s is <ot Started.

How to change Assign 4as' Stat s in Sa"esForce

'lic4 to C sto( O!/ect5E2 :. 6o! App"ication7 "ind that Open Acti+ities and !ind tas4 and clic4 on S !/ect e$0-7 'all8.

3!ter that <ew screen %o can see below on this page clic4 to Edit b tton and change stat s.

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3!ter change Stat s Sa+e this stat s.

3!ter that %o can see the screen . there %o can see tas4 is done. %o can see below image.

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