Scribd
Upload
169 views4 pages

Salesforce Admin

1. Objects store data in Salesforce and come in two types: standard and custom. Standard objects are predefined by Salesforce while custom objects are created by users. 2. Fields define the attributes that make up an object. Standard fields like Name are automatically included while custom fields are defined by users. 3. Relationships like lookup relationships link objects together, with the lookup field storing the ID of a record in a related object. This creates a parent-child relationship between objects.

Uploaded by

sss sss
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
169 views4 pages

Salesforce Admin

1. Objects store data in Salesforce and come in two types: standard and custom. Standard objects are predefined by Salesforce while custom objects are created by users. 2. Fields define the attributes that make up an object. Standard fields like Name are automatically included while custom fields are defined by users. 3. Relationships like lookup relationships link objects together, with the lookup field storing the ID of a record in a related object. This creates a parent-child relationship between objects.

Uploaded by

sss sss
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
You are on page 1/ 4

2nd video:

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

Document:
1. Document is a standard object.
2. this object contains files,pdf, images, ect...
3.

3rd video:
---------

Objects:
------------
1.object is nothing but a table.
2. any data we want to store in salesforce, will be saved to object.
3.there are two types of objects
a.standard objects
b.custom objects
4. standard object:
a. any object created by the salesforce to meet the global CRM requirements is
called standard objects.
b.standard objects cann't be deleted, they can only be customized.
c. example:
Account, contact, document, user, profile....
5. custom objects:
a.object which are created by user according to his organizational needs are
called custom object.
b. all custom objects will have'_ _ c' after the object name.
c. custom objects can be modified and deleted as per organizational needs.
example:
customer__c, loan__c, payment__c.
6. objects will fall under model part of MVC(model view controller)
7. every object will have three character unique id, based on this salesforce will
recognize the object.
object id
-------------------
Account 001
contact 003
user 005
8. we can create custom objects in three ways
a. standard object navigation
b.schema builder
c.metadata soap api webservices(webservice program)

Name field:
two data types:
autonumber
text
---------------------
4th class
------
a.salesforce by default creates 15 characters unique id for every record
b. it is case sentive id.
c. three more additional characters are added to 15 character to make it case
insentive.
d. we use 18 character id to refer to the refcord
e.first three character in the id will refer to object.
f.
last four characters will refer to record.
Is deleted:
----------
a.it is a boolen value
b.when record is deleted, value of this filed is set as true.
c.note: any record deleted from the object, will not be deleted permanently.
it will stay in the object for next 15 days, the it will be deleted from
database.
createddate:
---------
it will store date time when the record was created.
lastmodifieddate:
----------
it will store date and time when the record

custom fields:
---------------
fields created by the user are called custom fields.
these fields can be modified or deleted as per your requirement.
data type of custom fields.
a.text:
format: alphanumeric
maxlenght: 255 characters
single/multiple: single.
b. textarea:
format : alphanumeric.
maxlenght: 255 characters
single/multiple: multiple lines
c. textarea(long)
format : alphanumeric
maxleght : 1,31,072
default lnght: 32,768
minimum: 256
textarea(rich)
format formated data
maxlength 1,31072 characters
default lnght: 32,768

e.checkbox:
format :boolen true /false
currency :
format : currency values
maxlenght :18 characters(length of integer+ lenght of decimal)
g.date :
format: this will storev date value in the form yyyy-mm-dd
h.number:
format : this will store numerical value, decimal,integer
maxlenght :18 characters(length of integer+ lenght of decimal)

---------------5th class fields------------

we can create custom fields in three different ways


a. standard navigation
b.schema
c.metadata soap webservice

Note: if you create fields in schema builder will not added to the UI.

Data type: Picklist


-------------------
it means drop down list
1.how many options we can enter
1000
2.what is the maximum legth of each option?
255 characters
3.all options together what is the maximum legth?
15,000 characters
4.how many options we select at a time?
one option at a time
5.can we sort the options?
yes

multiselect picklist:
--------------------
how many options we select at a time?
ANS: more than one option at a time max 100 options

Picklist set:
-------------------
a.if you want to have same set of options on multiple fields then will create those
options as picklist set.
b. steps to create
setup
|---build
|---create
|-----picklist set
|enter the options

Field Dependency:
--------------------
a.if the value of the field controlls the value of another field, we called as
field dependency.
b.controlling field can be checkbox or picklist field
Note:in case if you choose picklist as a controlloing field.
then it cannot have more than 300 options
c.Dependency field:
Note: This field can be picklist field or multi-select picklist field.

---------6th cls page layouts----------

home page---object---search layout--object tab:add fields


edit page/detail page--pagelayout
listview page:on the top click edit and fields

-----------7th cls lookup relationship-----------


Relations:
-----------
1.relation are used to establish connection bt two or more objects.
2.there are five types of relations
a.lookup relation
b.master detail relation
c.many to many relation(junction object)
d.Hierarchical relation
e.external lookup

A.Lookup relation:
---------------------
a. lookup relation is a datatype of a field.
b.we can create lookup field on standard object and custom object
c.we can create lookup field on the object which contains the data and which
doesn't contains the data.
d.it will create one to many relation btw the obj.
e.object on which we have created lookup field, that object called child object.
f.object to whose data lookup field is reffereing that object is called parent
object.
g.lookup is a optional field.
h.lookup fields will store id of the parent record.
i.we can create self lookup.
j.if you delete the parent record,lookup value is kept as blank.
k.if you dont want parent record to be deleted when it has a child, then enable
the option of dont allow deletion
of parent when it is a part of lookup relation.

You might also like