Objects, Fields, Tabs, Apps, Related Lists, List Views

1. Create the following Custom Objects along with the details as mentioned below:

SKILL-LyncDEP

Sr. No. Field Name Field Type Description

1 Department ID Auto Number DEP-{000000}

2 Department Name Text(80)

3 Description Text Area

SKILL-LyncEMP

Sr. No. Field Name Field Type Description

1 Employee ID Auto Number EMP-{000000}

2 First Name Text Mandatory

3 Last Name Text(255) Mandatory

4 Full Name Formula (Text) Computed from First Name and Last Name fields

5 Date of Birth Date Mandatory

6 Age Formula Compute the Age based on entered DOB

 (Number)

7 Address Text (100)

8 Street Text (100)

9 City Picklist (Hyderabad, Guntur, Bhopal, Surat, Gandhi Nagar,

Mumbai, Pune)

Picklist dependent on State i.e. if Maharashtra is selected

as the State only Mumbai and Pune show up in the City
picklist

10 Zip Text(6) Mandatory

11 State Picklist Values: (AP, MP, Maharashtra, Gujarat) – Mandatory

12 Education Type Picklist Technical / Non Technical

BE, ME, B Tech., MCA, BCA, B Sc. - Values visible for

technical employee
Education Picklist
ITI , Printing, Photography - Values visible for non
technical employee

Eligible for loan for Checkbox

higher education
This checkbox should be visible only for the non technical
employee

13 Annual CTC Number (10, 2)

14 Salary Credited Till Roll Up Summary SUM(Gross Salary)

Date

15 Max Salary Paid Roll Up Summary MAX(Gross Salary)

Min Salary Paid Roll Up Summary MIN (Gross Salary)

Total Salaries Paid Roll up Summary Count()

15 Is Active Checkbox Default: Checked

 Status Simple Formula :

IsActive = True = Show Green Symbol

ISActive = False = Show Red Symbol

IF (Condition)

Statement to execute

Else

Statement to execute

16 Status Formula (Text) Provide the following color coding depending upon the
status of the Employee

Green – Employee is active

Yellow – Employee is active but on Notice Period

Red – Employee is inactive

(Hint: Use “/img/samles/color_red.gif” and IMAGE

function)

17 Is on Notice Period Checkbox Default – TRUE

18 Date of Joining Date Required

19 Last Working Day Formula (Date) Calculated as Resignation Date + 60 days

20 Manager Lookup
(Employee)

21 Resignation Date Date Enter the date if Notice Period checked to true

22 Department Lookup
(Department)

23 Email Email
SKILL-
LyncSALARYDETAILS

Sr. No. Field Name Field Type Description

1 Salary ID Auto Number Format: SAL-{000000}

2 Basic Number(10, 2) Mandatory

3 HRA Number(10, 2) Mandatory

4 Special Allowance Number(10, 2) Mandatory

5 PF Deduction Number(10, 2) Mandatory

5 Total Earnings Formula (Number) Basic + HRA + Special Allowance

6 Gross Salary Formula (Number) Total Earnings - PF

7 Salary Credit Date Date Mandatory

8 Bank Account Number Text (25) Mandatory

9 Bank Details Text (100) Mandatory

 10 Mode of Payment Picklist RTGS, NEFT, Cheque, Cash

11 Credited To Master-
Detail(Employee)

2. Create Custom Tabs for the Objects:

3. Create a Related List for SkillLyncSalary Details which would be shown on the detail page of an
Employee. Following columns should be shown on the Related List:

· Salary ID

· Total Earnings

· Gross Salary

· Salary Credit Date

· Bank Account Number

· Mode of Payment

· Bank Details

4. Create List Views to display the following

· All Active Employees (First Name, Last Name, Designation, Date of Joining, Last
Working Day, )

· All Employees on Notice Period

· All Inactive Employees

 5. Validation rule :

· If notice period checked to true, resignation date cannot be null.

· Last working date cannot be greater than the joining date.

· Bank Account number once set cannot be changed.

· Bank account details cannot be null.

Admin Beginner :

https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/obje
cts_intro?trail_id=force_com_admin_beginner

CRM Fundamentals :

https://trailhead.salesforce.com/en/content/learn/trails/crm-essentials-
lightning-experience

Projects on basics :

https://trailhead.salesforce.com/content/learn/projects/workshop-battle-station

https://trailhead.salesforce.com/content/learn/projects/suggestion_box

https://trailhead.salesforce.com/content/learn/projects/build-a-data-model-for-a-
travel-approval-app

https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object

Validation Rules / Formula Fields / Roll up Summary

https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic

https://trailhead.salesforce.com/en/content/learn/modules/advanced_formulas

Picklist Value Set

https://trailhead.salesforce.com/en/content/learn/modules/picklist_admin
Lightning Experience Customization :

https://trailhead.salesforce.com/en/content/learn/modules/lex_customization

Data Modelling :

https://trailhead.salesforce.com/en/content/learn/modules/data_modeling

Record Types https://trailhead.salesforce.com/en/content/learn/v/projects/customize-a-salesforce-

object/create-record-types