Session -4 :
Role : Role in the organization
specifies the structure/Hierarchy of the company/organization
:It
will indicate who has to report the work to whom
Steps to create a Role :
1. Setup-à
Adminster àManage Users àRolesàNew
Role
Step 1: Role
Name
Step 2:
Reports To
Step 3: Role
Name Displayed
C::Q:: In how ways we can see the
Roles
ANS:: List View
Tree
View
Sorted
List View
I::Q:: Did you work on Territory
based roles
-----------------------------------------------------------------------------------------------------------------
Profiles
èProfiles: Profile Controls the following
1. Standarad and Custom
Applications that user can access
2. Standard or custom Tabs that
user can see and Access
3. Standard and Custom object
that user can access and Specifies the Create/Read /Edit /Delete operations
that user can perform on the
object
4. Field level security in the
object is controlled by profiles
5. Apex Classes/ Visaulforce
pages that user can see and Access
There are two types of profiles
1.Standard Profiels
2.Custom Profiles
Standard Profiles: These are the
profiles which are created by the SalesForce to meet the global requirement and
Standard CRM functionality
Ex: System Admin
Marketing User
Custom Profiles:
These are the profiles which are
created by the user to meet the organizations business requirement.
Every Custom profiles which we
create should be a clone of existing profile.
Note: Every profile is created for
a specific license and it can be assigned to the users who have purchased same
license
Steps to create Profiles:
SetupàAdministeràManage
UsersàProfiles àNew Profile
Step 1: Select the Existing
profile
Step 2: Select the License
Step 3 : Enter Profile Name
Step 4: Save
Step 5: Make
the Changes based on your need.
User::
Steps to Create a User:
Setupè
AdministerèManage UsersèUsersèNew
User
C::Q:: Which fields are
mandatory to create a user
1. Last Name 2.Nick Name 3.Email Id
4. User Name 5.Role
6.Profile 7. License
C:Q:: If once the user is created
can we delete him?
ANS: No once user is created we cannot
delete him
I:Q:: What is the difference
between Freeze and Deactivate
ANS: When you freeze the user he
will not release the license he is holding
When
you deactivate the user he will be
releasing the license and we can assign to some other user.
Q:: How to load the
documents from PC to salesforce server
Applications :
There are two types of
applications
1.Standard Applications
2.Custom Applications
Standard Applications: These are
the applications which are created by the salesforce to meet the global CRM
requirement are said to be standard applications .
Ex: Sales
CallCenter
Marketing
Custom Applications: Applications
which are created by user to meet the
business requirement of his organization.
Q:How to build the Custom
Applications
Navigation : SetupàBuildàCreateàAppsàNew
App
Step 1: Select Custom App
Step 2: Enter Application Details
App
Label : This is the Name with which
application is visible to the users in the UI
App
Name : This is the Actual name of the application with which the application is
referred programmatically.
Step 3: Select the Logo
C:Q::
What is the size of the logo
Ans:
Max : 20KB minimum more than 3KB
C:Q::
What is the sugguestable width and height >
Ans
:: Width :300 PX , Height : 55PX
I::Q::
What will happen if you don’t give a logo
Ans
:: Salsforce default logo is give for your app
Step 4: Select the tabs which you
want to display in the application
I::Q:: What is default landing
tab ?
Ans : :The tab which we selected
as default landing tab that tab data will be displayed on the first page of the
application
Step 5: Select the profiles to whom you want to display the
application
There are two permissions
Visable
Defualt
Ok NO ====Application is
Readable
Ok Ok ====Application is
Readable and when user logins in with
this profile this
Application
will be opened
NO NO ====Application is
visible to this profile
C::Q:: How many custom apps we
can build ?
Ans : This depends on the
SalesForce Edition that you have purchased.
Unlimited Edition : Unlimited Applications
Enterprise : 10 APPS
Developer : 10 APPS
Professional : 5 APPS
Group Edition : 1 APP
Contact Manager : 1 APP
Personal : N/A
Objects: Objects are nothing but the tables in the
regular database.
:
If we want store any type of data in SalesForce that will be stored in Objects
:
There are two types of objects in salesforce
1.
Standard Objects
2.
Custom Objects
1.Standard Objects : These are the objects which are created by
the SalesForce to meet the global CRM
application
Requirement
or global functional requirement .
Ex: Account ,Contact ,Case
,Solutions
2.Custom Objects : These are the
objects which are created by the user to meet the organizational business
requirement
Steps to create the Custom
Object:
Navigation : SetupàBuildàCreateàObjectsàNew
Custom Object
Step 1: Object Label : This is
the name with which the object is displayed to the users
Step 2: Pural Name : If we create
a tab for this object the name that
should be displayed on the tab is called Pural Name
Step3: Object Name : This is the
actual name of the object
Step 4: Description : We can give
the basic information about what type
of data is stored in the object
Step 5: Context Sensitive
help: On every page we have help lint
provided by the SalesForce, when you click help which help page should open .
1.Standard
help& Training window provided by the salesforce
Or
2.Visualforce
page which you have created
Step 6: Every Object that we
create in the salesforce will have one field with Field Name “ Name” which was created by salesforce .
This Name field allows following
Data types
1.Auto Number
2.Text
AutoNumber : System will
autogenerate the no based on the format what we have given
Ex : EID-{0000}
Staring
with : 1
EID-0001
EID-0002
Text : If we select text user has
to enter the data
Note: Name field is a required
field
Optional Features: These features
can be enabled or disabled at any stage of the application. There are three
optional features
1.
Allow
Reports: If we want to create reports on this object this feature should be
enabled, Once you enable it SalesForce will create default report type on this
object.
2.
Allow
Activities: If we want to create task or
event on this object then this feature need to enabled.
3.
Track Field
History : This will track the field info
like when it is modified and who
has modified
Deployment Status:
1.
In
Development : If we select the status as
in Development this object is not ready for access and only System Admin can
access
2.
Deployed : This object is ready for access every
once can perform DML operations based on their permissions.
One Time Object Creation Options:
These options are available only at the time of creating a object, Once
object is created we cannot enable or
disable these options .There are such options
1.
Add Notes
and Attachments: When we enable this
option we will have Notes and Attachment related list in the detail page of the
object where we can attach corresponding documents to the records.
2.
Create
Custom Tab on Object Creation: If we enable this option once object is
successfully created immediately it takes you to the tab creation Page.
Note :All
the custom object are appended with __c ,
Ex:
Customer__c
Tabs: Tabs are the interface
between the user and Object/ Webpage /
Visual force Page
There are three types of tabs
1.
Custom Object
Tab
2.
Web Tab
3.
Visual force
Page Tab
Custom Object Tab : If the user
wants perform any Read/ Create/ Edit /Deletion operation on the object he needs
an interface to open the object that
interface is Tab. When you click on this tab corresponding object
will open and we perform the operation
on it .
Steps to Create the Custom object Tab:
Navigation : SetupàBuildàCreateàTabsàNew
Custom Object Tab
Step 1: Select the object and
style
Step 2: Select the visibility of
the tab to the profiles .There are three
permissions
1.
Tab Hidden : If you select this option ,tab is not visible
to the users with this profiles
2.
Default On :
If we select this option, tab is visible the users with this profile and
tab is displayed on the tab panel
3.
Default off
: If we select this option ,tab is
visible to the users with this profile but tab is not added on the tab panel
Step 3: Select the applications
in which you want the tab to included
Fields: Fields are nothing but columns in the tables
There are two types
of columns
1.Standard Fields
2.Custom Fields
Standard Fields : These are the
fields which are created by the
salesforce for every object.
1.Created By : Once record is
created ,Those records remains on my name irrespective of whether user is active or inactive
2.LastMofied by
3.Owner : Every record in the salesforce have owner
,Has is responsible for handling business with this record.
4.Name :
Field Name Field Label Data
Type Modifications
Owner Owner Lookup(User,Queue) No
Name Any Thing AutoNumber ,Text Label Name ,DataType
Created by Createdby Lookup(User) No
LastModified By LastModifiedBy Lookup(User) No
Custom Fields: These are the
fields which are created by the user to meet the business requirement of the
organization
Technical Terms
1.Field Label
2.Field Name
3.Required
4.Length
5.Unique
6.Case Sensitive
7.Default Value
8.Field Level security
9.PageLayouts
10.Data Types
Field Label : This is the name
with which this field is displayed to the users
in the UI(User Interface)
Field Name :This is the actual
name with which we have created the field
in the object and we use this
name to refer to this field programmatically
Required: If we select required
check box we can’t leave this field empty.
Length : This will indicate the
size of the data
5.Unique : When we select unique
duplicate values are not allowed
6.Case sensitive : if case you
want to consider the caps and small
different then select case sensitive
7.Default : This value will be
displayed in the field whenever the field is loaded in the page
8.Field Level Security :
|
Profile
|
Visable
|
ReadOnly
|
|
|
SystemAdmin
|
OK
|
NO
|
All the users with admin profile can
read/write the field
|
|
System Admin
|
OK
|
OK
|
All the users with admin profile can only
read the field
|
|
System Admin
|
NO
|
NO
|
All the users with admin profile cannot see
this field
|
|
System Admin
|
NO
|
OK
|
This combination is not allowed
|
Data Type : This
will indicate the type of data data that we can enter in the field
and range of the data.
1.
Text :
Data
Format : Alpha Numeric
Maximum
Length : 255 Characters
Single/Multiple
Lines : Single Line
3.
Text Area :
Data
Format : Alpha
Numeric
Maximum
Length : 255 Characters
Single
/Multiple Lines : Multiple Lines
4.
Text Area (Long)
Data
Format :Alpha Numeric
Maximum
Length : 32768 ( it can grow
upto 1,30000+ )
Single
/Multiple Line : Multiple Line
Minimum
Length : 256 characters
5.
Text Area
(Rich)
Data
Format : Formatted
Data
Maximum
Length : 32768 (it can grow 1,
30,000+)
Single
/Multiple Lines : Multiple Lines
Minimum
lines : 10
lines
Steps to create a text field :
Navigation : SetupàBuildàCreateàObjectsàObject
name àCustom fields &realtions à
New
Step 1: Select the data Type
Ex:
Text
Step 2: Enter the field Details
Ex:
Field
Label : Customer Name
Field
Name :Customer_Name
Length :
90
Description
: This is the name of the primary
customer
Help
: Name should start with caps
Required : No
Unique
:
No
External
Id : NO
Default
value : Blank
Step 3:
Select
the field level security for every profile for the new field which you are
creating
Step 4:
Add
the field to the page Layout
Text Encrypted :
Data
Format : alpha numeric
Length
: 176 characters
View
: only the users with view Encrypted
view will be able to see this field
:
It supports inline edit
ð
We cannot
use encrypted fields in search, formless, Conditions
ð
We can
display the encrypted fields in search results
ð
By default
no one will have view encrypted fields permission
ð
CQ: : Which
statement is TRUE about Encrypted Custom Fields? Choose 3 answers:
A. Encrypted
fields can be included in search results.
B. Encrypted fields are not available for validation rules or
Apex scripts.
C. Encrypted fields can be
included in report results.
D. Encrypted
fields are not available in filters for list views, reports, and roll up
summary fields
C:Q:: Which standard profile
can view encrypted fields by default?
A. system
Admin
B. standard
user profile
C. None by default
D: Marketing Profile
Currency
: Length of Integer and Decimal together
it should not be more than 18 digits
Ex: 88888.00
Pick List : This is a dropdown list
è It allows 1000 options in
the pick list
è Maximum length of each
option is 255 characters
è All the options together it
can be maximum 15,000 characters
è We can sort the options
before we display in the pick list
è In case we want we set the
first option as default
è Once the pick list field is
created we can add/ remove /replace /edit the options
C:Q:: We have 10 records with city ‘Hyd’ and Admin has removed the option of ‘Hyd ‘ from the city pick list field What would be
behavior
Ans: Old records which have selected ‘Hyd’ still can select
‘Hyd ‘
MultiSelect PickList
: This is just like a picklist where we
can select more than one option at a time .
è It can have 150 options
è We can select 100 options
at a time
è Maximum length of each
option is 40 characters
è Maximum length of all the
options together 1500 characters
Field Dependency : When
value of one field controls the
value of another field we call it a field dependency
Controlling Field :
it can be any of the PICKLIST field or CHECKBOX field
Dependent Field : It can be any of the PICKLIST field or MULTI SELECT PICKLIST field
C:Q:: Which statement is true about the field dependency
ANS:::if the
controlling field is a picklist field it
can not have more than 300 options in it
C::Q:: Which of the
following statements are true about
field dependency
1.
Standard field as
controlling and Custom Field as Dependent
2.
Standard field as
Controlling and Standard field as Dependent
3.
Custom
field as Controlling and Custom field as Dependent
4.
Custom Field as
controlling and Standard field as Dependent
Relations:
These are used to create /establish a relation between two
or more objects
1. Master-Detail Relation
2. Lookup Relation
3. Junction Object(Many to Many)
4. Hierarchal Relation
Master-Detail Relation
1.
Maser –Detail Relation is One to Many relation
2.
This field can be
created only on the object which doesn’t have any prior data on it .
3.
This is a required
field .
4.
The object on which
we have created master –Detail that object is called Detail Object /Child
Object /Related Object
5.
The object
to whose record the master –Detail field is referring that object is
called Master Object
6.
The Object on which
we have created Maser-Detail field that object will not have owner field.
7.
The owner of master
record will be the owner of the record.
8.
If you delete the master record child records are also deleted .
9.
The Child records
which are deleted due to deletion of master record will not move recycle bin,
But when we undelete the master record
child record will be automatically
undeleted
10.
An object can be
master to any no of objects
1.
A 2 A 3. A
| | |
B ------------------ -----------------------------
| | | | | | |
B C D B C D E
Allowed Allowed Allowed
11.
An object can have
only two master ‘ field on it
1.
A 2
. A
B 3. A B C
| |
| |
| |
B -------- --------------------
| |
C
D
Allowed Allowed Not allowed
12.
Child Object can be Parent to some other
object up to three levels
1.
A 2. A 3.
A 4. A
| | | |
B B B B
| | |
C C C
| |
D D
|
E
Allowed Allowed Not Allowed Allowed
13.
Object which has
two parents on it can never be a parent
to some other object
A x A X
| | | |
-------------------- B Y
| | |
C C Z
| | |
D -----------
|
D
Not
Allowed Allowed
Steps to Create a Master –detail field
Navigation: SetupàBuildàCreateàObjectsàSelect Object-àCustom fields&
RelationsàNew
Step1: Select Data Type as Master-details
Step 2: Select Master Object
Step 3: Enter Field
Details
1. Field Label : Customer Details
2. Field
Name : Customer Details
3. Sharing
Settings : Select the Minimum level of access requied on Master object to
perform
Read
/Edit/Delete /Create on child records
Step 4: Establish the field level security
Step 5: Add the
field to the Child object default page
layout
Step 6: Add the
field to the parent object Page Layouts
Junction Object :
Object on which we have two master –detail fields on it that we call it
as junction object.
1.
This junction object will maintain many to many relation
2. The first master –detail
field that we have created will be primary master
3. The
second master –detail field that we have created will be secondary master
4.
Junction object will inherit look and
feel and owner ship properties from primary master
5.
Junction object related records are displayed in both the masters
6. If
junction object has more than 200 child records for particular master record
then we cannot
delete that master record.
Lookup Relation:
1.
It also
maintains One to Many relation
2.
This is not a required field
3.
We can create
a lookup field on the object which has data also
4.
If delete
the parent record corresponding child records are not deleted.
5.
We can avoid
deletion of parent record if it has
child
6.
Owner for
the parent record and child record can
be same or different
7.
We can
create 25 lookup fields in a object
8.
We can
create a self lookup relation .
Hierarchical Relation:
1.
This relation is created on user object.
2.
This is used to establish the relation between two users .
Certification Questions on Realtions (401 &201) :
1.What is the maximum number of master-detail relationships that
can be created on a custom object?
A) 1
B) 2
C) 4
D) Unlimited
2. A developer has created a junction object. What is the
significance of the first master-detail (primary) relationship?
A)Look and feel, the junction object's detail and edit pages
use the color and any associated icon of
the primary master object.
B) You cannot delete the primary relationship.
C) You cannot rename the primary relationship.
D) There is no significance
3.
Which of the following is NOT a step in creating a junction object?
A)
Creating the custom object to serve as the junction object between the two
master objects
B) Creating two master-detail relationships
C) Customizing the related lists on the page layouts of the
two master objects
D) Creating two lookup relationships
4. An
organization wants to leverage custom objects to track bugs. The organization
wants the ability to relate bugs to parent bugs in a parent-child relationship.
What type of relationship should be used?
A) master-detail
B) self
C) hierarchical
D) many-to-many
B
5. A developer wants to leverage the console view to see the
parent object of the child object in focus on the console. How would a
developer specify what related list fields are displayed on the parent object?
A) On the child object's mini-page layout
B) On the parent object's mini-page layout related lists
field selection
C) On the parent object's page layout related lists field
selection
D) You cannot modify the related fields on the console view
|
6.If
a parent object has a lookup relationship defined with a child object, what
happens to the child object when you delete a record from the parent?
|
|
A.
|
The
child record is deleted
|
|
B.
|
Nothing
|
|
C.
|
The parent record cannot be deleted
|
|
D.
|
The
child record cannot be deleted
|
|
7.in a master-child relationship between a standard object and
custom object which of the following statements is NOT true? Please select
two (2) items.
|
|
A.
|
The standard object is always the master
|
|
B.
|
The custom object is always the master
|
|
C.
|
The custom object is always a child
|
|
D.
|
The standard or custom object can be a master
|
|
E.
|
The standard object is never a child
|
|
8.
|
An organization wants to create a field to store manager data
on the user object. The manager field is a reference to another user record.
What type of relationship should be used?
|
|
A.
|
Master-Detail
|
|
B.
|
Hierarchical
|
|
C.
|
Lookup
|
|
D.
|
Many-to-many
|
|
|
09.In a recruiting application, salary is a child object to a
parent position object via a Master-Detail relationship The min pay and max
pay fields of salary object cannot be modified when the Position status on
the parent is 'Approve'. How would a developer design this?
|
|
A.
|
Create a Visualforce component on the position detail page
|
|
B.
|
Rollup-summary field
|
|
C.
|
Validation
rule on position object
|
|
D.
|
Formula field on the salary object
|
|
E.
|
Validation rule on the salary object
|
|
11.What is true about a junction object?
|
|
A.
|
A custom object that has two Master-Detail relationships
|
|
B.
|
A custom object that has a Master-Detail relationship
|
|
C.
|
A standard object that has two Master-Detail relationships
|
|
D.
|
A standard object that has a Master-Detail relationship
|
|
|
12.Object X has a lookup to object Y. Which of the following
statements are TRUE? Please choose two (2).
|
|
A.
|
Fields of both X and Y are accessible from object Y
|
|
B.
|
Fields of object Y can be accessed from object X
|
|
C.
|
Fields of both Y and X are accessible from object X
|
|
D.
|
Fields of object X can be accessed from object Y
|
|
13.In a Master-Detail relationship, what happens when the a record is deleted from the parent object? |
|
A.
|
Parent record alone gets deleted
|
|
B.
|
Exception occurs
|
|
C.
|
Parent and child record will not be deleted
|
|
D.
|
All child records are deleted
|
|
14..
|
What is a junction object?
|
|
A.
|
Object with lookup relationship
|
|
B.
|
Master detail relationship
|
|
C.
|
Object with two lookup relationships
|
|
D.
|
Object with two Master-Detail relationships
|
15.What
is true about a master-detail relationship? Please select two (2) choices.
A. When the parent record has been deleted, all the child records will be deleted.
B. You can have a child record without the parent record.
C. You have to expose the master lookup field on the child detail page layout.
D. You cannot delete a child record
A. When the parent record has been deleted, all the child records will be deleted.
B. You can have a child record without the parent record.
C. You have to expose the master lookup field on the child detail page layout.
D. You cannot delete a child record
16. Roll up Summary Field works in the
case of which relationship Select the correct choice
A. Master Detail
B. Master Master
C. Workflow
D. Validation Rules
E. Lookup
F. Do not lookup
G. Master to all
A. Master Detail
B. Master Master
C. Workflow
D. Validation Rules
E. Lookup
F. Do not lookup
G. Master to all
Roll up Summary :
1.This field can be created only on
master object ( in the master –detail relation )
2. Value of this field is
calculated from the corresponding child records
Ex:
Customer Transaction
|
CustomerId
|
Name
|
AccountType
|
|
CID-001
|
Sam
|
Saving
|
|
CID-002
|
Ram
|
Current
|
|
TransactioId
|
CDetails
|
Type
|
Amount
|
|
T-01
|
CID-001
|
Dep
|
10000
|
|
T-02
|
CID-001
|
Dep
|
20000
|
|
T-03
|
CID-002
|
Dep
|
20000
|
|
T-04
|
CID-001
|
Wit
|
20000
|
|
T-05
|
CID-002
|
Wit
|
50000
|
Customer and Transaction has
realtion of master-Detail where Customer is a master and Transaction is a detail object
1.Where can we create a rollup
summary field in above context :
Customer Object
Roll up summary field value is compute by any one of the operations
1.Count
: This gives the no of child record for
a given master record .
(The Records which are participating in the
relation)
Ex:
CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Count : 3
Note : If we say include only the
Transaction type :Dep in the Rollup then
will be 2
2.Sum
: This will return us summarized value
of given field from the child object.
:We
can choose any one of the Percentage ,Number ,Currency field from the child
object.
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Sum (Amount
) : 50000
Note
: If we give a filter saying only those
records whose transaction type is Dep to participate in the
Rollup Summary
then Sum will return :30000
3.Min
: This wil return the minimum value from the given field of the Child object.
:Field
can be any one of the (Number
,Percentage,Currency, Data,DataTime)
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Min(
Amount ) : 10000
4.Max : This wil return the
maximum value from the given field of the Child object.
:Field
can be any one of the (Number
,Percentage,Currency, Data,DataTime)
Ex: CID-001------Sam-----Saving
|------T-01----Dep---10000
|-----T-02----Dep----20000
|----T-04----With----20000
Max(
Amount ) : 20000
C:Q:: How many filter conditions
we can write ?
Ans: 5 conditions
C:Q::Which fields we can use?
Ans : Child object fields
C:Q:: How many rollup summary fields
can be created ?
Ans : :10
Steps to Create the Rollup
Summary field:
Navigation: SetupàBuildàCreateàObjectsàMaster
ObjectàCustom & RelationshipàNew
Step 1: Select Rollup Summary
data Type
Step 2: Select Child Object
1.
Select the Rollup Operation
2.
Select the field from Child Object
3.
Write the filter Condition
Step 3: Field Level Security
Step 4: Add the field to the Page
Layout.
Global Data : Data which remains same throughout the
application ones user has logined to his
account that data we call it as global data .
Global data is always prefixed
with ‘$’
Ex: $UserRole
$Profile
$System
Formulas : These the fields whose
value is computed based on the existing fields in the objects .
Every formule will return the
result and the formules in the
salesforce will return the result in the form of
1.Text
2.Date
3.DataTime
4.Number
5.Currency
6.Percentage
7.Checkbox
There are two types of formules in the salesforce
1.Simple
Formules : These are created to build
simple logic using the fields which are compatable with
return type what we have
selected .
Advanced
Formules : These are created when we
have a complexed logic and we can use
fields of the
object on which we are creating
formule and parent object fields
To support the adavanced formules
salesforce have given some predefined functions
Logical Functions :
AND: When all the given conditions are true this
will return true
Ex:
Employee with age above 25 and exp above 6 years should be selected
AND(
Age__c >25 ,Exp__c>6)
IF : When we have two options where contion is true return
option1 else return option 2
Employee with age above 25 and exp above 6
years is selected else rejected
IF(
AND( Age__c >25 ,Exp__c> 6) , ‘Selected’ ,’Rejected’)
If
(Condition , stmt 1,Stmt 2)
CASE When we have more than two choices we will use CASE
Calculate
InterstRate :
Education
: 12
Vehicle :14
Personal:
16
Housing :18
CASE(Loan_Type__c
,
‘Education’,
0.12,
‘Vehicle’.0.14,
‘Personal’,0.16,
‘Housing’.0.18,
0
)
ISNULL : This will return true if
the field value is null ,This is used for checking numerical values and blank
value is never considered as NULL
ISNUMBER : This will return true if the expression
value is NUMBER
ISNUMBER(10)===True
NULLVALUE( Field ,Default Value)
:
OR : if any of the condition is
true it will return true :
OR(
cond1,Cond2,Cond3)
Math Functions :
1.ABS(
10) ===10
ABS(-10)===10
2.FLOOR(
10.3)==10
FLOOR(10.9)===10
3.CELING(10.3)===11
4.CELING(10.9)==11
5.ROUND(10.3)===10
ROUND(10.9)===11
6.SQRT(9)===3
7.GEOLOCATION(
lon ,latitude)
8.DISTANCE(
g1,g2,units)
9.ISBLANK()
:This will return true if the field is blank or Null
10.BLANKVALUE(field,Defualt)
11.LOG(23)
12.LN()
13.MAX(20,30,40)==40
14.MIN(10,20,30)===10
15.MOD(
23,2)===1
Date &Time
1.TODAY()
===Returns today’s date
2.NOW()
====Returns current date and time
3.DATE(Year,
Month,Day) : DATE(2014,12,25)
4.DAY(Date)
: It will return the day of the month
DAY(DATE(2014,12,25))===25
5.MONTH(
Date) :Returns month in the year
MONTH(DATE(2014,12,25))===12
6.YEAR()
: This will year in the date
YEAR(DATE(2014,12,25))==2014
7.DATEVALUE(
expression) : This will convert the date and Time value to date
Text :
ISPICKVAL(PicklistField
,literal) : True
Type
: Dep ,With ,EMI
Withdraw
: Service Tax is 100 , 1% of amount
IF
( ISPICKVAL(Type__c,’Withdraw’) , 100 ,amount__c*0.01)
INCLUDES(
MultiSelectPickList , literal) :This will return true if the given literal in
the selected list of values
BEGINS(Text
,starttext) :
BEGINS(‘ABCD’,’A’)===True
FIND(searchtext
,text ,position)
FIND(‘AB’,’ABCABCSS’,2)====4
LEFT(
‘ABCD’,2)===AB
RIGHT(‘ABCD’,2)==CD
LPAD(‘ABCD’,6,’*’)===== **ABCD
RPAD(‘ABCD’,6,’*’)=====ABCD**
CONTAINS(‘ABCDED’,’DE’)==true
CONAINS(“AB:CD:EF’,’EF’)====true
TEXT(10)====’10’
( 10+10===20 ,’10’+’10’===1010
VALUE(‘10’)===10
ISCHANGED(Amount__c)
Ex 1: Loan
1.LoanType
__c : PickList
2.Security :PickList
3.Installments
:
Secutity
=’salary’
Education
: 48
Vehicle :24
Personal : 32
Housing
: 120
Security :Assert :
36
IF(
ISPICKVAL(Security__C,’Assert’) , 36,
CASE(
Loan_Type__c,
‘Education’,48,
0
)
)
Validation:
Any one who want to apply for a
loan based on salary they cant leave salary field blank
Any one who want to apply for
loan based on Assers they cant leave assercost blank
èCustomer :
Account
Type : Saving ,Current ,Salary
Balance
àTransaction :
Type
: Dep ,With,EMI
Amount
:
Salary : 0
Saving : 2000
Currrent :30000
ISPICKVAL(Type__c,’With’)
, ( OR( AND( ISPICKVAL(Customer__r.AccountType__c,’Saving’)
,
Customer__r.Balance-Amount__c<2000
),
AND (
ISPICKVAL(Customer__r.AccountType__c,’Current’),
Customer__r.Balance__c-Amount__c<
30000)
)
)
)
ð
Transaction
object
Type : Dep,With,EMI
After : After 5th of the
Month then Service tax should be 10 % of the amount.
IF( AND(ISPICKVAL(Type__c,’EMI’), DAY(Transaction_Date__c)>5)
,
Amount__c*0.10,
0
)
ð
If any one is paying IncomeTax after 10th
Aug they have late fee of 1000
IF (
AND(DAY(Payment__c)>10 ,MONTH(Payment__c)>7),
1000,
0
)
ð
If any trying change the password before 10
days of last modification
AND(
ISCHANGED(Password__c) ,(TODAY()-DATEVALUE(LastModifiedDate))<10))
IF the city
what what you have selected is in Hyd,Che,Pune
then you should enter pancard value
AND (CONTAINS(City__c,’HYD:CHE:Pune’)
,ISBLANK(Pancard__c) )
ð
Parent :
Name :
Age :
Child :
MyName =Parent__r.Name
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