UseCase 1 :

-----------1. Create a new Salesforce Account :

usecase@satish.com
2. Create custom profiles :
SNO Name
License
---------------------------------1
Manager
Salesforce
2.

Clerk

Salesforce Platform

3.

HRManager Salesforce Platform

Requirement 1:
a. users with Manager profile should see setup menu
b. users with Manager profile should not have permission to create
profiles/roles/users .
3. Create Role Structure
CEO
|-----Manager
|
|----Clerk
|
|----HRManager
|----HRExecutive
4. create Five users
SNO FirstName
LastName
username
Profile
Role
License
-------------------------------------------------------------------------------------------1. Satish
Myla
yourname@wipro.com SystemAdmin
CEO
Salesforce
2. Wilson
Salesforce

wilson@yourname.com

Manager

Manager

3. kavya

Reddy

kavya@yourname.com

Clerk

Clerk

Platform

4. Kiran

Myla

kiran@yourname.com

clerk

Clerk

Platform

5. Divya
Platform

divya@yourname.com

HRManager

HRManager

5. Login Restrictions :
a. All the users in the organization should login only from 6:00 AM to
12:00PM
b. Set the time zone of the users as IST : 5:30
c. Local language for Kiran should be japanees .
d. Maximum invalid attempts that user can make is 10 time .
e. All the users with clerk profile can only make 3 invalid attempts .
f. All the users with HRManager profile can login from 10:00AM to 5:00PM.
6. Create custom objects and fields .
Object Name : Invoice
Field Label FieldName DataType
Options
Rules
--------------------------------------------------------------------------InvoiceNo
Name
AutoNumber INVNo{000}
InvoiceDate InvoiceDate Date

Concession Concession Currency

Tax

Tax

Currency

Object Name : InvoiceLineItems

Field Label FieldName DataType
Options
Rules
--------------------------------------------------------------------------- --------------------LineItem
Name
AutoNumber INLIT-{000}
InvoiceNo

InvoiceNo
-

Master-Detail
(Invoice)

ProductName

ProductName

Text

Quanity

Quanity

Number

Price

Price

ProductFamily

Price
Family

PickList

Laptops,Mobiles

a. All the users with Admin profile can create /Read/Edit/Delete Invoice
object
b. All the users with Manage profile can create/Read/Edit on Invoice object
c. All the users with Clerk profile can Read on Invoice object
d. All the users with Admin pfofile can create/Edit/Read/Delete on
InvoiceLineItem
e. All the users with Manager profile can create/Read/Edit on
InvoiceLineItem
f. All the users with Clerk profile can Create/Read/Edit on InvoiceLineItem

7. Create a Rollup summary field on Invoice

a. create Total Amount field whose value should be sum of prices
corresponding
invoiceline items
b. Create Total Tax field whose value should be sum of tax amount from
the corresponding
InvoiceLineItems
8. Create a validation Rules :
1. When a new Invoice record is created invoice date should not be less
than today.
2. Quanity on InvoiceLineItem should not be more than 20
9. Record Level Access :
a. Only owner should be able see the records .
b. Invoice records whose total Amount is more than 20,000 should be
visablet to
all the clerks
c. All the users standing above you should be able to see all your records .
10. Create new VF page in the the given structure

1. When we click on create button

a. First new invoice record should be created with Invoice Date as
today .
b. Invoice LineItems should be creatd for above invoice
2. When we click reset all the value should be reset .
3. When we click on add button one more invoice lineItem row should be
added to pageBlockTable
4. Create a Visualforce Tab for this page with name NewInvoices
11. When ever new Invoice is created calcualte the Concession .
a. Total Amount is more than 10,000 then 20 % concession .
b.Total Amount is more than 50,000 then 30 % concession .
c. Submit the record for approval to Owners Manager
12. Every Saturday batchapex has to run to delete all the invoices which are
created in this week
And send confirmation mail to Manager