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Salesforce Tasks

The document discusses creating custom objects and fields in a sales application using standard and schema builders, creating a page layout for accounts with a custom section and related lists, creating workflow rules to send emails on new account creation and assign tasks on new contact creation.

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sowmya bubbly
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28 views11 pages

Salesforce Tasks

The document discusses creating custom objects and fields in a sales application using standard and schema builders, creating a page layout for accounts with a custom section and related lists, creating workflow rules to send emails on new account creation and assign tasks on new contact creation.

Uploaded by

sowmya bubbly
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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• Create a custom object name as application in sales application (standard navigation)

and with the help of all the data types create custom fields and check whether the
fields are added in to the application object or not
• Create a custom object named as customers (Schema builder)in sales application
and with the help of all the data types create custom fields and check whether the
fields are added in to the application object or not.

Note: Custom fields also should be created with the help of schema builder.
• create a testing page layout in the Account object and create a new section and add
industry field and rating, fax, mobile, ownership, type fields in to that particular
section, apart from that make an field industry as mandatory with the help of page
layouts, and in the related lists only contacts, opportunities and cases should get
displayed on the related tab.
• Assign the above page layout to system admin user with the help of page layout
assignment and check whether the details are getting populated on UI front or not.
• create a workflow rule on the account object whenever a new record got created on
the account object record details should be sent to the customer, (use text email
template)
• create a workflow rule on the contact object whenever a new record got created
task should be assigned to the system admin user.

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