Get Started with Salesforce

Salesforce
By Technical Amit

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 Agenda

✔ Introduction to Cloud Computing

✔ Benefits of Cloud Computing

✔ Types of Cloud Services

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 Introduction to Cloud Computing

✔ Cloud computing is the on-demand availability of computers and delivery of IT resources over the Internet
with pay-as-you-go pricing.
✔ Instead of buying, owning, and maintaining physical data centers and servers, you can access technology
services, such as computing power, storage, and databases, on an as-needed basis from a cloud provider like
Amazon Web Services (AWS).

Image source - Wiki

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 Introduction to Cloud Computing

Image source - https://www.javatpoint.com/

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 Benefits to Cloud Computing
✔ Agility - The cloud gives you easy access to a broad range of technologies so that you can innovate faster and
build nearly anything that you can imagine.

✔ Elasticity - With cloud computing, you don’t have to over-provision resources up front to handle peak levels
of business activity in the future. Instead, you provision the number of resources that you need.

✔ Cost savings - The cloud allows you to trade capital expenses (such as data centers and physical servers) for
variable expenses, and only pay for IT as you consume it.

✔ Deploy globally in minutes - With the cloud, you can expand to new geographic regions and deploy globally
in minutes. For example, AWS

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 Benefits to Cloud Computing
OS
• Agility - The cloud gives you easy access to a broad range of technologies so that you
Server
can innovate faster and build nearly anything that you can imagine.
Code
• Elasticity - With cloud computing, you don’t have to over-provision resources up front
Security
to handle peak levels of business activity in the future. Instead, you provision the
number of resources that you need.
Middleware
Storage
• Cost savings - The cloud allows you to trade capital expenses (such as data centers and
Networking
physical servers) for variable expenses, and only pay for IT as you consume it.
etc
• Deploy globally in minutes - With the cloud, you can expand to new geographic
regions and deploy globally in minutes. For example, AWS

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 Types of Cloud Services
✔ IAAS - IaaS means a cloud service provider manages the
infrastructure for you—the actual servers, network,
virtualization, and data storage—through an internet
connection.

✔ PAAS - PaaS means the hardware and an

application-software platform are provided and managed by
an outside cloud service provider, but the user handles the
apps running on top of the platform and the data the app
relies on.

✔ SAAS - SaaS is a service that delivers a software

application—which the cloud service provider manages—to
its users. Typically, SaaS apps are web applications or mobile
apps that users can access via a web browser.

Image source - Redhat

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 Trailhead.com

Trailhead.com is a one place to learn salesforce Trailhead Is the Fun Way to Learn.

1. You can use trailhead to learn about salesforce technology and earn various swags.
2. You can use trailhead profile as your virtual resume which will help you to get jobs.

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 Agenda
❖ Salesforce Basic

❖ Signup for free Salesforce Environment

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 Introduction to Salesforce
✔ It was founded in March 1999 by ex-Oracle employee Marc Benioff, Frank Dominguez, and Parker
Harris

✔ Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing

customer relationships over internet and integration with other systems.

✔ This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per
business requirements

✔ Salesforce provides the various channels for your business to engage with your customer like email,
message, live support, self service

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Introduction to Salesforce

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 Multi Tenant Architecture

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 Multi Tenant Architecture

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 Single vs Multi Tenant

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 Introduction to Salesforce

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 Introduction to
Salesforce

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 Salesforce Environments
✔ Production Environments – These are the environments which are used by the real end users.

✔ Development Environments – These are the environments where you can extend, integrate and
develop on Force.com without affecting your production environments.

✔ Test Environments – They can understand by considering them production or development

environments which are specifically used for testing application functionality before deploying to
production or releasing to customers.

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 Signup for free Salesforce Environment
✔ https://developer.salesforce.com

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 Signup for free Salesforce Environment

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 Agenda
• Salesforce Org tour
• Company Information
• Edit User Details

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 Salesforce Org Tour

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 Salesforce Org Tour
1. Salesforce Application

2. Tabs

3. Help

4. Setup

5. User

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 Company Information

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 Business Hours in Salesforce

1. Business hours are the working hours for any business that indicates on what hours a business works. For Example, 09:00
AM to 05:00 PM Monday to Friday
2. Business hours plays an important role while serving the customers ( working on cases/tickets ) such as escalations

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 Business Hours in Salesforce

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 Agenda
❖ Application in Salesforce

❖ Tabs in Salesforce

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 Application
1. An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors:
Classic and Lightning. Classic apps are created and managed in Salesforce Classic.
2. Lightning apps are created and managed in Lightning Experience. You can customize both types of app to match the
way your users work.

Types of Application in Salesforce

1. Standard Application
2. Custom Application
3. Console Application

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 Tabs
Tabs let you display Salesforce object data or other web content in Salesforce.
When you add a custom or standard tab to an app in Salesforce Classic, it appears as a tab.
When you add a custom tab to an app in Lightning Experience, it appears as an item in the app’s navigation bar and in
the App Launcher.

Types of Tab in Salesforce

1. Standard Tab
2. Custom Tab
3. Web Tab
4. VF Tab
5. Lightning Tab
6. App builder Tab

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 Exercise

Create a Lightning Application “Education” and add the following standard tabs in the application

1. Home
2. Account
3. Contact

Add any logo if you want

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 Assignment

Create a Lightning Application “Expense Tracker” and add the following standard tabs in the application

1. Home
2. Account
3. Contact

Add any logo if you want

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 Objects
An Object is a real world entity.
Any object which is real world entity is an object that has state and behaviour is known as an object e.g., chair, bike, marker,
pen, table, car, etc.

An object has two characteristics:

• State: represents the data (value) of an object.

• Behaviour: represents the behaviour (functionality) of an object such as deposit, withdraw, etc.

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 Objects
Any object which is real world entity is an object that has state and behaviour is known as an object e.g., chair, bike, marker,
pen, table, car, etc.

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 Objects in Salesforce
1. Objects in Salesforce are equal to Tables in Database
2. Objects in Salesforce are equals to Sheets in Excel Document
3. Fields under any object is equal to columns in Excel and Columns in Tables

Type of Objects in Salesforce – There are 2 types of objects in Salesforce

• Standard objects are those objects which are already available in Salesforce.
• Custom Objects are those Objects which we create in the Salesforce Org.
• The Identifier for the Custom Object is that it’s API Name always ends with __c

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 Fields

Objects

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 Exercise

1. Create a Custom Object named Student with following fields

• Name ( Standard Field )
2. Also, Create the Custom Tab for the Student and add to Education Application

Object Description – This object will be used to track the detail of all the students who are studying or have left the college.

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 Assignment

1. Create a Custom Object named “Company” with following fields

• Name ( Standard Field )
2. Also, Create the Custom Tab for the Company Object and add to Expense Tracker Application

Note :- Provide the below description for the object

Object Description – This object will be used to track the company details where company is spending expenses or
reimbursing the amount for their employees.

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 Agenda
Introduction to some important and valuable objects in Salesforce

1. Account
2. Contacts
3. Lead
4. Opportunity
5. Case

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 Account

1. Accounts in Salesforce represents a company or an individual in real life with whom we are doing the business.
2. Account can be our company partners or business partners or an individual customer

3. Google.com
4. Amazon.com
5. Salesforce.com
6. etc

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 Contact

Contact in Salesforce represents the individual people associated with business account in your organization

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 Lead

1. Leads in Salesforce are the people who are interested in doing the business with us or they want to purchase our product
or services.
2. When we convert the leads then they become account, contact and Opportunity

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 Opportunity

• An opportunity in Salesforce is a Sales of Pending Deals

• On the other word we can also say that Opportunities are deals in progress

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 Cases

• A case is a customer's question, feedback, or issue.

• Support agents can review cases to see how they can deliver better service in Salesforce are your customer request

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 Agenda
1. Introduction to fields in Salesforce

2. Different Field Data Types

3. Create Few Fields under Student Object

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 What is a field
Fields in Salesforce represents what the columns represent in relational databases. It can store data
values which are required for a particular object in a record.

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 What is a field

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Different Type of Data Type in Salesforce

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 Exercise
Create a Custom Object Name Student with following fields

Sr. No Field Data Type Required?

1 Email Email Yes
2 Phone Phone Yes
3 About Text Area No
4 Alumni Checkbox No
5 Annual Fee Currency Yes
6 Fee Discount ( % ) Percentage No
7 Enrolled Date Date Yes
8 College Left Date Date No
9 Date of Birth Date Yes
10 Department Picklist IT, CSE, CE, ME, ECE
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 Assignment 1
Create a Custom Object Name “Teacher” with following fields

Sr. No Field Data Type Required? options

1 Email Email Yes NA
2 Phone Phone Yes NA
3 About Text Area No NA
4 Joining Date Date Yes NA
5 Active? Picklist Yes Yes
No
6 Department Picklist Yes Computer Science
Civil Engineering
Mechanical
ECE
IT

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 Assignment 2
Create following custom field in the “Company” Object

Sr. No Field Data Type Required? options

1 Contact Person Text Yes NA
Name
2 Contact Person Email Phone Yes NA
3 About Company Text Area No NA
4 Website Url No NA
5 Active? Picklist No Yes
No
6 Address Text Area ( Long ) No NA
7 Phone Phone Yes NA

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 Agenda

Global Picklist
Custom Label

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 Global Picklist
Global Picklist - A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its
values. Users can’t add unapproved values, even through the API.

Global picklist value sets limits:

Global picklist value sets have a combined active and inactive limit of 1,000.
You can have up to 500 picklist global value sets in an org.
There’s no limit on the number of custom picklists that use global picklist value sets.
If you apply a global picklist value set to more than 13 different objects, you can deactivate values from the
picklist value set, but you can’t replace any picklist values or delete values from the set.

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 Custom Label
1. Custom labels enable developers to create multilingual applications by automatically presenting information (for
example, help text or error messages) in a user’s native language.

2. Custom labels are custom text values that can be accessed from Apex classes, Visualforce pages, Lightning pages, or
Lightning components. The values can be translated into any language Salesforce supports.

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 Exercise
Create a Custom picklist to store the country values

Create a Custom Label to Store the welcome Message

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 Assignment
Create a Custom global picklist to store the State values for US and India

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 Agenda
Formula Field in Salesforce

Formula fields in Salesforce are the fields which are calculated fields from one or more fields on the Same object.

For Example, Calculating the Area of Circle, Calculating the Average Rating

Some Important Points –

1. Formula Fields always calculate when the record is saved

2. Every time you open a record detail page all the formulas will be calculated.

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 Formula Field Limits and Restrictions
1. Character limit—Formula fields can contain up to 3,900 characters, including spaces, return characters, and
comments. If your formula needs more characters, create separate formula fields and reference them in
another formula field
2. Save size limit—Formula fields can’t exceed 4,000 bytes when saved. The save size is different from the number
of characters if you use multi-byte characters in your formula.
3. Compile size limit—Formula fields can’t exceed 5,000 bytes when compiled. The compile size is the size of the
formula (in bytes) including all of the fields, values, and formulas it references.
4. You can’t use long text area, encrypted, or Description fields in formulas.

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 Exercise
1. Create Formula Field to Calculate the Student Age

2. Create a Formula Field to display the Link for the College

Name

3. Calculate the formula field to calculate the total discount

4. Create a formula field to display the Final Fee

5. Create a formula field to display the College Image

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Some important Formula Fields in Salesforce
Name Description Example
ISBLANK Checks if the value for that field is blank or not ISBLANK(Age__c)
PRIORVALUE Returns the Previous value of the field PRIORVALUE(Type)
CASE CASE() is useful for writing formulas that have CASE(Type, "Electrical", 1,
different results based on the value of a picklist. "Electronic", 2, "Mechanical", 3,
"Structural", 4, "Other", 5, 5)
IF Conditional logic IF(IsTask, ”A Task", ”An event")
TEXT Convert picklist to text TEXT(Status)
VALUE Convert string to number Value(Age__c)
ISNULL Checks if number field is null or not. Use ISNULL(Age__c)
ISBLANK instead
ADDMONTHS Add specified no of months in a date ADDMONTHS(Today(), 12)
AND Return True if multiple conditions are true AND(ISBLANK(Age__c) ,
ISNULL(Age__c) )
OR Return true if any condition is true OR (ISBLANK(Age__c) ,
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Some important Formula Fields in Salesforce
Name Description
TODAY Returns current date TODAY()
NOW Returns the current date along with the time NOW()
TIMENOW Return the time value without date TIMENOW()

DATE() The DATE() function returns a Date value, given a DATE( YEAR( TODAY() ), MONTH(
year, month, and day. Numerical Y/M/D values TODAY() ) + 3, 1)
and the YEAR(), MONTH(), and DAY() functions
are valid parameters for DATE()
DATEVALUE Convert DateTime field to return the date only TEXT(Status)
DATETIMEVALUE Convert the Date field to return DateTime as Value(Age__c)
well

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 Exercise

1. Create a Rating Picklist field with value starting from 1-5

2. Create a formula field to display the rating image
3. Create a formula field to display the department image

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 Agenda

1. Relationship fields
1. Lookup
2. Master-Detail
3. Junction Object
4. Self Lookup
5. Hierarchical Lookup
6. External Lookup

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 Relationship in Salesforce
An object relationship in Salesforce is a
two-way association between two objects. Parent

Child

Grand Child Grand Child Grand Child

Great Grand
Child

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 Lookup Field in Salesforce

1. Lookup fields in Salesforce are used to relate to Objects in a parent child fashion where Parent Record looks up to child
record.
2. Lookup fields are loosely coupled
3. Lookup relationships can be one-to-one or one-to-many.
4. Lookup field will always be created on Child Object
5. Lookup field can be optional while creating the child record
6. If you delete parent record, child record will still be there in the system
7. You can have a maximum of 40 lookups on an object.

For Example, You have 2 Objects Students and College. Here College will be parent object and student will be child object.
In the above example, if college is deleted students will still be there because if college shuts down student is still student.

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 Exercise
❖ Create a Custom Object “College” with following field
❖ Create a Tab for College and Add it to Education Application
❖ Create a lookup field between student and College Object

Name Datatype Length Decimal places

Name Standard ( Text )
Address Text Area
Founded Year Number ( 4, 0 ) 4 0
No of Departments Number ( 4, 0 ) 4 0
Phone Phone
Email Email
Approved? Checkbox
Departments Multi-Select
Website Url
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 Assignment 1
❖ Create a Custom Object “University” with following field
❖ Create a Tab and add it it Education Application
❖ Create a Lookup field on the College Object which will lookup to University

Name Datatype Length Decimal Places

Name Standard ( Text ) 80
About Text Area Long
Founded Date Date
Address Text Area 255
Total No of Colleges Number(4,0) 4 0
Total Departments Number(4,0) 4 0
Departments Multi-Select
Phone Phone
Email Email
Active checkbox
Approved? Checkbox
Website Url
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 Assignment 2
❖ Create a Custom Object “Expense” with following field
❖ Create a Tab and add it to Expense Tracker application

Name Datatype Length Decimal Parent Object Picklist AutoNumber format

Places
Name AutoNum EXP-{000000}
ber
Company Lookup Company
Amount Currency 16 2
Expense Date Date
Status Picklist Created
Pending Approval
Approved
Rejected
Reimbursed
Approver Lookup User
Approval Date Date
Approval Comments
Rejection Comments

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 Master-Detail Field in Salesforce

1. Like lookup Master detail field is also used to related two object with each other in a one-to-one or one-to-many fashion
2. M-D relationship is a tightly coupled relationship
3. Master Detail field is required while creating the child object
4. If we delete the parent record all the child record will also get deleted. If we undelete the parent from Recycle bin then
all the child record will also get restored
5. Can Create Rollup Summary in Parent Record
6. We can only have 2 Master-Detail field in a single object
7. If two objects are related with Master-Detail Relationship child object do not have any owner field.
8. All the security schemes are inherited from Parent object for the child object
9. Any standard object can not be on the child side of relationship

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 Master-Detail Field in Salesforce

Parent

Child

Grand Child Grand Child Grand Child

Great Grand
Child

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 Exercise
1. Create a Custom Object called “Rating” with the following field

Name Datatype Parent Object Picklist options Formula

Rating Number Standard (Auto

Number)
Behavioral Picklist 1, 2, 3, 4, 5
Lab Picklist 1, 2, 3, 4, 5
Education Picklist 1, 2, 3, 4, 5
Extras Picklist 1, 2, 3, 4, 5
Games Picklist 1, 2, 3, 4, 5
Average Rating Formula( Text ) ( Behavioral + Lab+
Education + Extras +
Games ) / 5
Student Master-Details Student

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Lookup vs Master Detail
Lookup Relationship Master-Detail Relationship

Loosely Coupled Tightly Coupled

Roll-up summary field not available. Roll-up summary field available.

Parent record are not required while creating child record Parent record are required while creating child record

Standard object record can be on the detail side of a custom object in a Standard object can not be a child
lookup relationship.
Record ownership is controlled by parent. That means if the user have access
By default record ownership of child records is not controlled by the
to parent child will be accessible
parent.

You can have a child record without a parent. You can not have a child record without a parent.

You can have a maximum of 40 lookups on an object. You can have a maximum of 2 MD on an object.

No Cascade delete available Cascade delete available

Field can be made required from Field definition or from page layout Field is required by default and can not be changed

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 Important Questions

1. Relationship between account and contacts?

2. Relationship between Account & Opportunity?
3. Can we create a M-D relationship where Standard objects are child?
4. Can we convert Lookup to master detail?
5. Can we convert master detail to lookup?

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 Important Questions

1. Relationship between account and contacts?

• It’s a special relationship where we have the ability of cascade delete. That means if we delete account all contacts
will also get deleted but we can not create a rollup summary on account for contact object.
2. Relationship between Account & Opportunity?
• It’s act line Master-Detail but we can create an opportunity without account.
3. Can we create a M-D relationship where Standard objects are child?
• No, Standard object can never be the on the child side when relationship is master-detail
4. Can we convert Lookup to master detail?
• Yes, we can convert but as the master detail basic property is child will always require a parent record. So first we
need to populate the lookup field with some parent values and then convert the relationship.
• If we do not have any record for child object, then we can directly convert the field to Master-Details
5. Can we convert master detail to lookup?
• Yes, we can but before converting the Master-Detail to lookup we need to make sure we have deleted all the roll-up
summary fields on parent object

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 Assignment
1. Create a Custom Object called “Expense Item” with the following field

Name Datatype Parent Object Picklist options

Item Number Standard (Auto

Number)
Amount Currency(10,3)
Date Date
Description Text Area Long
Type Picklist Inbound, Outbound
Expense M-D Expense
Item Name Text ( 255 )
Quantity Number ( 4, 0 )

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 Lookup filters in Salesforce

1. Lookup filters are used to improve the search while selecting the parent object on the child record.
2. Lookup filters are used to Improve user productivity and data quality.
3. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail,
and hierarchical relationship fields.

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 Lookup filters in Salesforce

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 Exercise

1. Create a Lookup filter for the University field on the College Object so while selecting the University only Approved and
Active University should be available

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 Assignment

1. Create a Lookup filter for Company Field on the Expense Object so that while selecting the company, only active company
should be presented in lookup search

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 Junction Object in Salesforce

1. Junction object in Salesforce is used to relate two object in many-to-many fashion.

2. Junction object is also known as many to many relationship
3. Any custom object with 2 Master-Detail Object is a junction object
4. If we delete any parent record, then the junction object record will get deleted
5. Out of 2 master detail relationship there will be one relation which will be primary relationship. The relationship field
which is created first is the primary relationship
6. Junction object will always inherit the security from Primary relationship

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 Examples - Junction Object in Salesforce
Example – Suppose you have 2 objects ( Student & Subject ) then 1 student can be associated to multiple courses and 1
Subject can be associated to multiple students. So here there will be a third object which will be Junction Object Named (
Student – Subject )

Example 2 – You have two objects Error & Program. 1 Program can be associated to many errors and 1 error can be
associated to many programs. Here junction object will be Program – Errors.

Example 3 – You have two object Customer & Product. 1 Customer can buy many product and 1 product can be associated to
multiple customers. So here the junction object will be Customer Product.

Standard Object available in Salesforce

1. Opportunity Product ( OpportunityLineItem ) between Opportunity and Product
2. Price Book Entry between Pricebook and Product
3. ContentDocumentLink between sObject and Content Document

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 Exercise 1

1. Create a Custom Object “Subject” with following field

• Name – This will be a standard field
• Description – Text Area Long
2. Also, Create a Custom Tab and add it to Education Application.

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 Exercise 2

1. Create a Junction Object “Student Subject”

2. Also, Create a Custom Tab and add it to Education Application.

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 Assignment

1. Create Custom Object “Program” with only Name field

2. Create another Custom Object “Error” with only Name field
3. Create a Junction Object Program Error

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 Self Lookup & Hierarchy Lookup

Self Lookup – This is a lookup relationship with the self object. For example, You create a lookup relationship field on college
with college.

Hierarchy Lookup – This is the special relationship which is only available for user object.

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 Cross Object Formula Fields
Cross Object Formula Fields are the formula fields which are created on the child record and having the value of the
Parent Record Field.

1. Example 1 - Displaying the University Details under college object

2. Example 2 – Displaying the College Details under Student Object

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 Exercise

1. Create a formula field to display the college website under student record.
2. Create a formula field to display the college Address under student record
3. Create a formula field to display the university website under college object record.

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 Rollup Summary Fields in Salesforce

1. Roll-up summary fields calculate values from a set of related records, such as those in a related list
2. You can create roll-up summary fields that automatically display a value on a master record based on the values of
records in a detail record
3. These detail records must be directly related to the master through a master-detail relationship.
4. COUNT, SUM, MIN & MAX are the supported methods for rollup summary

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 Rollup Summary Fields in Salesforce

Method Description
COUNT Count total no of child records
MIN Displays the lowest value of the field you select. Only number, currency, percent, date, and
date/time fields are available.
MAX Displays the Highest value of the field you select. Only number, currency, percent, date, and
date/time fields are available.
SUM Totals the values in the field you select in the Field to Aggregate option. Only number, currency,
and percent fields are available.

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 Exercise

1. Create a rollup summary field to count total no of reviews on student record.

2. Create a rollup summary field to count the total no of Open opportunity under an account.

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 Assignment

1. Create a rollup summary field to sum the total expense item under expense object.
2. Create a rollup summary field to count the total no of Closed opportunity under an account.
3. Create a rollup summary field to sum the amount of Closed Opportunities under an account

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 Field Dependency in Salesforce
1. Use dependent picklist to control the value of a picklist field based on another picklist field.
2. A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field,
called the controlling field
3. A Standard Picklist can be a controlling and will never be depending picklist
4. A Custom picklist field can be both controlling or depending picklist
5. A Checkbox field can act as controlling field
6. A multi-select field can act as depending picklist but can not be controlling

For example, you can define a Reason custom picklist on opportunities and make its valid values depend on the value of
the Stage picklist as follows:

• If Stage is Closed Won, the valid values for Reason are Superior features or Lower price.
• If Stage is Closed Lost, the valid values for Reason are Inferior features, Higher price, or Company viability.

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 Exercise
1. Create a Custom Global Picklist field Region with following values
• APAC
• EMEA
• US
• Canada
• Create another custom Global Picklist field ”Zone” with following values

• East Asia • Mexico • Southwest US

• Oceania • Caribbean • West US
• Central America • Northern Canada
• Southeast Asia
• South America • Mountains and the West
• Africa • The Prairies
• Midwest US
• Europe • Northeast US • Central Canada
• Middle East • Southeast US • East Coast
• UK + Ireland

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 Exercise
1. Create 2 Custom field on University “Region” & Zone
2. Create the field dependency between these fields. Use the mapping from below sheet

Region Zones
APAC East Asia, Oceania, Southeast Asia
EMEA Africa, Europe, Middle East, UK + Ireland
US Midwest US, Northeast US, Southeast US, Southwest US, West US
Canada Northern Canada, Mountains and the West, The Prairies, Central Canada, East Coast

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 Assignment

Create a Picklist field on Opportunity Lost Reason with following

Lost: Competitor
Lost: Price
Lost: Product Features
Lost: Project Abandoned
Lost: Company Budget Constraints
Lost: Other Reason
Won: Competitor
Won: Price
Won: Product Features
Won: Other Reason

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 Assignment

Create a Picklist field dependency where Opportunity Stage Name field will be controlling field and Lost Reason will be
depending field. Map all the Lost Reason Field values to Closed Lost for Opportunity

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 Agenda - Schema Builder
Schema Builder - Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and
understanding complex data models

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 What we can do with Schema Builder

Create Object

Create Field

Change the Field label, Description and Help Text

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 Things to Consider Before Changing Field Data Type in
Salesforce
Data loss is the arch-nemesis of any person working in any technical field, the thought is so scary it might even haunt you in
your sleep, so to sleep well consider data loss and give its prevention utmost priority before changing your field’s data type.

Situations of Data loss on field data type conversion:-

• Conversion to or from date or date/time

• Conversion to number from any other type
• Conversion to percent from any other type
• Conversion to Currency from any other type

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 Things to Consider Before Changing Field Data Type in
Salesforce
• Conversion from Checkbox to any other type

• Changing from Picklist (Multi-Select) to any other type

• Changing to Picklist (Multi-Select) from any other type

• Changing from Auto Number to any other type

• Changing to Auto Number from any type except Text

• Changing from Text to Picklist

Read More: - https://www.forcetalks.com/blog/things-to-consider-before-changing-field-data-type-in-salesforce/

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 Validation Rules in Salesforce

1. Validation Rules in Salesforce are used to prevent the dirty data into the standard or custom object.
2. While creating the validation rule, we provide the formula or expression which will always evaluate to true or false
3. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an
invalid value.
4. Validation Rule executes every-time we create or update a record

Example 1 - to enter the DOB we can put a validation to enter the date which is in past and have min 15 years in age.
Example 2 – For Student enrolment date will always be in past
Example 3 – Check if a field is null then display error message

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 Validation Rules in Salesforce

Important functions for interview and certifications

1. ISNEW
2. PriorValue

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 Exercise

1. Student DOB must be in past and min 15 years old

2. If Alumni field is No then College Left Date must be left blank
3. If Alumni field is Yes then college left date must be filled

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 Assignment

Create the following validation rules for the Expense Object

1. If Status is rejected, then Rejection Comments must be populated

2. If Status is approved, then Approval Comments must be populated
3. Once the status is approved or rejected then status can not be changed
4. https://help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5

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 Assignment

1. Create a validation rule on Account object to check if the Account Number filed is no Number then display error.
2. Create a Validation rule for account object to check if the length of account number is greater than 7 then display error.
Make sure you check for the length only if the Account Number is not blank. Hint – User LEN function here
3. Create a validation rule on Contact Object to check if the Email field contains test or Test or TEST or any form of test then
display error. Hint – user lowercase function
4. Create a validation rule for student object to display the error if the Fee Discount is greater than 15%

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 Duplicate Management in Salesforce

Keeping the data clean in Salesforce environment is very important. As part of duplicate management we will learn the
duplicate rules in salesforce.

Duplicate Rules in Salesforce

1. Matching Rules in Salesforce

2. Duplicate Rules in Salesforce

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 Matching Rules in Salesforce

A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides
standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.

Exercise -

Create a duplicate rule to prevent the duplicate student subject records in salesforce.

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 Duplicate Rules in Salesforce

A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record.

Exercise -

Create a Duplicate Rule to prevent the duplicate records of Student Subject Object and use the marching rules created in
previous video.

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 Agenda

1. Page Layouts in Salesforce

2. Compact Layout in Salesforce

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 Page layout in Salesforce

1. Page layout in salesforce let’s you customize how your users will see the record detail
page.
2. With the help of page layout, you can control what your users will see and how it will
look like.
3. Fields to display in edit and detail can be controlled from page layout
4. We can make field read only & required from page layout
5. Page layout also controls what all related records will be displayed in the parent record
page.

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 Compact layout in Salesforce

• Compact layout is used to customize the fields that display for object records when viewed in the Salesforce mobile app
and Lightning Experience.
• We can add up-to 10 fields in Compact layout
• There can be only 1 compact layout active at a time for an object

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 Exercise

1. Modify the Page Layout for the Student Object & Modify the related lists as well
2. Create a Compact layout for student object

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 Assignment

1. Modify the Page layout for the below objects along with the Related Lists
• College
• University
• Rating
• Subject
2. Create Compact Layout for all the above objects and assign that layout

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 List Views in Salesforce

1. With List Views you can quickly see particular segments of your data and you can easily find your record.
2. With List Views you can segment your data based on some filters
3. You can also add some charts in List View
4. You can also update multiple records from list view at once
5. List View has the ability to filter either your own records or from all the records

Examples –

1. View All the Students Record

2. View Student based on the course they opted for along with the chart
3. View All the Account record based on Account Industry

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 List Views in Salesforce

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 Exercise

1. Create List View for Student Object to display students based on courses
2. Create a List view for student objects to display all the students records who enrolled this week
3. Create a List View for Student Object to Display all the Alumni records and also add a chart to it
4. Create 2 List View for University Object to display the Active and InActive Universities

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 Assignment

1. Create 2 List Views for College Object to display Active and Inactive College
2. Create List View for Expense Object to Display the records for Each Status.
• Hint: - The no of list views will be same as no of Status
3. Create a List View for Expense Object to Display all the Expenses Create THIS WEEK
4. Create a List View for Expense Object to Display all the Expenses Create THIS MONTH

Note: - Feel free to add the charts in the list view

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 Lightning Pages in Salesforce

1. A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning
Experience.
2. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields
or Visualforce components, are Lightning components, reports, dashboards, which allow much more flexibility.
3. The Structure of the Lightning page is responsive

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 Lightning Pages Types

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 Record Page
With a record page, you can create a customized version of an object’s record page, tailoring it to your users’ needs. Custom
record pages are supported in Lightning Experience and the Salesforce mobile app.

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 Home Page
Create Home pages with features relevant to specific types of users, and assign the customized pages to different apps or
app-and-user-profile combinations. Custom Home pages are supported in Lightning Experience only.

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 App Page

Use an app page to create a home page for a third-party app that you can add directly into the Salesforce mobile app and
Lightning Experience navigation menus.
Your users then have an app home page where they can quickly access the most important objects and items.

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 Object Specific actions

1. Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a
particular object.
2. Object-specific create actions create records that are automatically associated with related records
3. For example, you add an object-specific action on the Account object that creates contacts. If a user creates a contact
with that action on the detail page for the Acme account, that new contact is associated with Acme.

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 Record Specific actions

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 Exercise

1. Create a record specific action on College object to quickly add the Student record.
2. On the page-layout only display the required fields and do not display the college field.
3. Pre-Populate the college filed using pre-defined fields.
4. Add a Success Message “Student Was Created”

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 Assignment

Assignment 1 –

1. Create a Record specific action on Expense Object to Quickly add the Expense Item record.
2. Do not add Expense Field on the Layout and auto populated using pre-defined fields.
3. For Success Message Display “Expense Item was created successfully”

Assignment 2 –

1. Crete a record specific action on Company object to Quickly add the Expense Record
2. Do not add Company Field on the Layout and auto populated using pre-defined fields.
3. For Success Message Display “Expense was created successfully”

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 Global Actions

1. Use global actions to let users log call details, create or update records, or send email, all without leaving the page
they’re on
2. Global create actions enable users to create object records, but the new record has no direct relationship with other
records.
3. You can add global quick actions to almost any page that supports actions.
4. Global actions live on a special layout of their own, known as the global publisher layout.

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 Agenda

Business Process in Salesforce

o Lead Process in Salesforce
o Sales Process in Salesforce

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 Business Process

Business Process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets

Available Business Processes:

1. Sales Processes – Create different sales processes that include some or all of the picklist values available for the
Opportunity Stage field
2. Support Processes – Create different support processes that include some or all of the picklist values available for the
Case Status field
3. Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead
Status field
4. Solution Processes – Create different solution processes that include some or all of the picklist values available for the
Solution Status field

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 Example – Convert Lead

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 Exercise 1

1. Add the following values to the Lead Status field

• Open
• Attempting Contact
• Working
• Qualified
• Disqualified
• Not Engaged
2. Create Both the two different Lead Process
• US
• International

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 Map Picklist Values

US Open
Working – Contacted
Closed – Converted
Closed – Not Converted
International Open
Attempting Contact
Working
Not Engaged
Qualified
Disqualified

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 Sales Process in Salesforce

1. The Sales Process is a series of repeatable steps that the sales team can take with a prospect.
2. Sales Process defines the different sales stages that an Opportunity moves through. For example, a donation may start as
Prospecting and then become either Closed/Won or Closed/Lost.

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 Exercise 2

1. Create Sales Process for Opportunities

1. US
2. International

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 Map Picklist Values
US Prospecting
Qualification
Needs Analysis
Value Proposition
Negotiation/Review
Closed Won
Closed Lost
International Prospecting
Qualification
Needs Analysis
Value Proposition
Id. Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost

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 Record Type in Salesforce – Part 1

1. Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different
users based on profile.
2. You might create record types to differentiate your regular sales deals from your professional services engagements,
offering different picklist values for each. Different Page-Layout which will have different fields. You can also create
different record pages.

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 Exercise 1

1. Create the Record Type for the Account Object

1. Customer Account
2. Partner Account
3. Other Account

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 Map Picklist Values

Record Type Type Picklist Values Industry Picklist Values

Customer Prospect, Customer - Direct, Food & Beverage
Account and Customer - Channel Education

Partner Channel Partner / Reseller, Consulting

Account Technology Partner, Installation Insurance
Partner Technology

Other Other Other

Account

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 Record Type in Salesforce – Part 2

1. Create Record Types for Lead Object

2. Assign Page-Layout for Each Record Type
3. Modify the Page Layouts

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 Exercise

1. Create Record Type for Students

• Alumni
• Student
2. Create the Page Layout for both the record type
3. Modify the page layout

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 Assignment

1. Create the following Record Types for the Expense Object

• Inbound Expense
• Outbound Expense
2. Create the Different Page Layout for both the Record Type
3. Do the Record Type Assignment
4. Modify the Page Layout according to your need and test

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 Path In Salesforce

1. With the help of path in Salesforce you can help to Boost productivity and help reps gather complete data
2. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to
a successfully closed deal.
3. At each step of a path, you can highlight key fields and include customized guidance for success.

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 Exercise

1. Create a New Picklist field for University object

• Applied
• In Review
• Need More Information
• Working
• Approved
• Rejected
2. Create the Path for University Object
3. Create a Path for Lead Object

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 Web-To-Lead in Salesforce

Salesforce lets you to capture the lead directory from your website using Web-To-Lead form.

You can generate upto 500 Leads from the website everyday.

You can also enable the captcha for web to lead form to prevent the spams.

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 Lead Management in Salesforce
Lead
Capture

Email/
Sales Rep –
Chat/
Engagement
Call

Lead
Lead
Campaigns
Workflow Qualification

Lead
Order Won
Nurture

Account/
Contact/
Opportunity

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 Field History in Salesforce

• You can select certain fields to track and display the field history in the History related list of an object.
• Field history data is retained for up to 18 months through your org, and up to 24 months via the API
• Field history tracking data doesn’t count against your Salesforce org’s data storage limits.

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 Agenda

1. Automation Tools in Salesforce

• WFR
• Process Builder
• Flow Builder
• Approval Process

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 Workflow Rule in Salesforce

1. Workflow lets you automate standard internal procedures and processes to save time across your org.
2. A workflow rule is the main container for a set of workflow instructions.
3. These instructions can always be summed up in an if/then statement.

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 Workflow can

1. Update the same record field

2. Can Created Task for the same record
3. Can Send Email
4. Can send Outbound Message
5. Can Update Parent Record Field if the relationship is Master-Detail

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 Process Builder

Process builder is also an automation tool and is an extension of Workflow which can do everything a workflow can do except
Sending outbound message.

1. Create Related or Un related record

2. Update Parent and Child Records
3. Can Call flow builder
4. Can Call Apex
5. Can do a chatter post
6. Can Send Email
7. Can Invoke Approval process and Many more

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 Introduction to Flow Builder

1. Flow is an automation tool provided by salesforce which can be used to perform various tasks like, Sending an Email,
Posting a chatter, Sending the custom Notifications & etc.
2. Flow is the most powerful automation tool provided by salesforce.
3. Flow can be trigger for record insert, update and record delete and it can be run for both after and before events.
4. Salesforce Flow builder also has the capability so that you can have a screen and user can do some actions from there.
5. You can also schedule the flow to run after some recurring interval.

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 Types of Flow in Salesforce

Flow Flow

Auto-launch
Screen
2 Types ed

Auto
Scheduled - Record Platform
Auto-Launched Trigger Triggered Event Trigger
launched (
No – trigger )
flow

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 Flow Components

Interaction Logical Data ( SFDC )

Collection Update
Screen Action Sub Flow Assignment Decision Loop Create Record Delete Record Get Record
Sort Record

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 Agenda

• Introduction to Screen flow

• Develop a Screen flow
• Debug the flow
• Call the flow from a button
• Create a Variable

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 Screen Flow

Screen flows are the flows where we have the user interaction and user will see a UI where they can either enter some inputs
or select of records.
For Example, You wanted to create an Account record using Screen Flow where the user need to input all the required fields
and then on click on submit button the account is created.

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 Agenda

1. Create a variable in Flow to Read Record Id from Detail Page

2. Create a formula field
3. Work with Single Picklist Choice
4. Checkbox Button
5. Radio Buttons

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 Flow: Get Records in Salesforce

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 Flow: Create Records in Salesforce

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 Flow: Update Records in Salesforce

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 Flow: Delete Records in Salesforce

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 For Loop in Salesforce Flow

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 Scenario

Create Opportunity Record using Screen flow which will have following fields

1. Name
2. Account Name
3. Close Date
4. Stage Name
5. Description
6. Lead Source
7. Type

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 Auto Launched Flow

As name suggests these are flows which can be launched automatically based on certain conditions or situations.
For example, we can call a flow from process builder, when there is any DML occurs like (Insert, Delete, Update) or we can call
the flow if there is any platform event occurs.

Types of Auto launched flow

• Record Triggered Flow

• Scheduled Flow
• Auto Launched flow ( NoN Record-Triggered flow )
• Platform Event Trigger

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 Record Triggered Flow

A record-triggered auto-launched flow makes additional updates to the triggering record before it's saved to the database.
Understand the considerations and special behaviours of flows that make before-save updates.

Types of Record Triggered Flow

1. Before Save – Is useful while updating the field of the same record. No DML is required and it is faster than after save
flow.
2. After Save – Is useful while working with actions, related records, calling the apex and many more. If we wanted to
update the fields or created the records DML is required. It is slow as compared to Before Save flow

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 When to use which flow

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 Scenario

1. Create a Custom label for the Account Records which are having industry as Education.
2. Create a Process which will check if the Account Industry is Education, then update the description given inside a
custom label.

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 Scenario – Before Save

Develop a flow so that whenever a contact is created, check if Account is not blank. If not blank then populate account
Phone, Fax and Mailing address same as Account Phone, Fax and Address

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 After Save flow

After Save Record Trigger flows are also type of Auto launched Trigger flow. Use After Save Record Trigger Flow when you
wanted to do
1. DML on related records
2. Send an Email Alert
3. Make a Callout
4. Call an Action
5. Do the Chatter Post

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 Scenario – After Save

1. When an account is created, crate a task under the same account with flow details
✔ Subject – Call
✔ Due Date – Todays Date + 7
✔ Description – Account Description
✔ Related To Id account Id
✔ Owner Id – Account Owner Id
2. When the Account is created also post a chatter notification to that account with below information
✔ The Account “Account Name” has been created by “Created By Name” on “Created Date”

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 Scheduled Trigger Flow

A schedule-triggered flow starts at the specified time and frequency for a batch of records.

For Example, you wanted to run the flow at 12:00 AM every night to update the Account Status to InActive if the Account
LastModified Date is greater that 1 Year.

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 After Save Flow

Create a Flow so that whenever the Billing Address/Shipping Address changes on Account Object then update the Mailing
Address of All the related Contacts

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 Time Dependent Flow

Time Dependent Flows are flows which runs after some specified time and perform the actions for what purpose they are
designed for

Create a Flow to update the All-Related Contact Phone if the Account Phone is changed using Time-Dependent Flow.

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 Subflow in Salesforce

Launch another flow that’s available in your org.

A flow that is launched by another flow is called the referenced flow.

We usually use sub flows for reusable items. For Example, creating a case from Contact or Account Object we can create a
subflow which will have the input to create a case and then call the flow from the parent flow of Contact or Account.

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 Subflow for RT Flows

Create a Subflow for posting the information to chatter.

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 Email Template in Salesforce
Use email templates to increase productivity and ensure consistent messaging.
Email templates with merge fields let you quickly send emails that include field data from Salesforce records.

Simple Template

Dear <Customer Name>,

Thank you for shopping with us. Here are your order details and attached is the receipt of the Order Details

Order Details
Amount – <Amount>
Address – <Address>
Products Details - <List of All product Items >
Paid? – <Status>
Order Date –
Estimated Delivery Date –

Thanks ,
XYZ Company
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 Types

1. Text Email Template

2. Html with letterhead
3. Html without letterhead
4. VisualForce Template

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 Ways to Create Email Template

1. Classic Email Template

2. Lightning Email Template

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 Create a Simple Email

Dear <Customer Name>,

Thank you for shopping with us. Here are your order details and attached is the receipt of the Order Details

Order Details
Amount – <Amount>
Address – <Address>
Products Details - <List of All product Items >
Paid? – <Status>
Order Date –
Estimated Delivery Date –

Thanks ,
XYZ Company

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 Html Email without letterhead

Create an Email template for Student Object which will have static content.

Dear <Student Name>,

Greetings from the <College Name> Family!

First, we welcome you to <College Name> , and we are happy to have you on board with us.
There are a few things we would like you to know as you have enrolled with us.

You can also give us a call at our support numbers in case of any emergency. The numbers are: IN: +91-1234567890 (extn 2) US : 123-215-3530 (Toll
Free)

Please refer to this link to know more about <College Name> : https://youtu.be/iYUSeV0M

You need to submit the assignments and projects on time as per the schedule at <College Email>
We hope you will have a wonderful experience with us, and we will be happy to assist you in the upcoming days.

Happy Learning!

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 Letter head in Email templates

1. A letterhead consists of properties and details. The properties are only visible inside your organization.
2. They help users identify a letterhead. The details are applied to an email when using that letterhead.
3. Use the letterhead wizard to create both the properties and details of your letterhead.

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 Create Email Template with Letterhead
Create Letterhead –
Letterheads define the look and feel of your HTML email templates. Your HTML email templates can inherit the logo, color,
and text settings from a Letterhead. Below is a list of your organization's Letterheads.

Tip: Create just a single Letterhead for your company. Use this Letterhead as the foundation for all your HTML email
templates.

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 Create Email Template with Letterhead
1. Create Letterhead

Dear <Student Name>,

Greetings from the <College Name> Family!

First, we welcome you to <College Name> , and we are happy to have you on board with us.
There are a few things we would like you to know as you have enrolled with us.

You can also give us a call at our support numbers in case of any emergency. The numbers are: IN: +91-1234567890 (extn 2) US
: 123-215-3530 (Toll Free)

Please refer to this link to know more about <College Name> : https://youtu.be/iYUSeV0M

You need to submit the assignments and projects on time as per the schedule at <College Email>
We hope you will have a wonderful experience with us, and we will be happy to assist you in the upcoming days.

Happy Learning!

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 Create Lightning Email Template

Dear <Student Name>,

Greetings from the <College Name> Family!

First of all, we welcome you to <College Name> , and we are happy to have you on board with us.
There are a few things we would like you to know as you have enrolled with us.

You can also give us a call at our support numbers in case of any emergency. The numbers are: IN: +91-1234567890 (extn 2) US
: 123-215-3530 (Toll Free)

Please refer to this link to know more about <College Name> : https://youtu.be/iYUSeV0M

You need to submit the assignments and projects on time as per the schedule at <College Email>
We hope you will have a wonderful experience with us, and we will be happy to assist you in the upcoming days.

Happy Learning!

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 Email Deliverability in Salesforce

To Send the Email from Salesforce Org we must need to configure the Email Deliverability. Email Deliverability can be one of
the following based on the requirement

1. No access — Prevents all outbound email to and from users.

2. System email only—Allows only automatically generated emails, such as new user and password reset emails.
3. All email—Allows all types of outbound email. Default for new, non-sandbox orgs.

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 Send Email Using Flow

1. Create an Email Alert

2. Create a Flow to Send an Email to Student whenever a new Student is Created under any college

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 Approval Process in Salesforce

Approval Process is an automation tool which is used to approve a particular record. For Example, John as a Sales Rep wanted
to offer some discount to the customer so before offering the discount, discount must be approved by John’s Manager.

Important Points –

1. Once the Record is pending for Approval Process only the Admin / Owner can Edit the record
2. Every Approval Process must need to have any entry criteria
3. An Approval process can have multiple steps
4. Every step of approval process may or may not have actions
5. Every Approval process must need to have Initial, Final Approval and Final Rejection actions

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 Create Email Templates for Opportunity Approval

Email Notification to Approver when record will be submitted for Approval

Subject - <Opportunity Name> was submitted for Approval

Content – Dear <user name >
<Owner Name> has requested your approval for the following item.
Opportunity Name –
Close Date –
Amount
To approve or reject this item, reply to this email with the word APPROVE, APPROVED, YES, REJECT, REJECTED, or NO in the first line of
the email message, or click this link:
<approval link>
If replying via email you can also add comments on the second line. The comments will be stored with the approval request in
Salesforce CRM.
Thanks & Regards,
XYZ Inc

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 Create Email Templates for Opportunity Approval

Create Email template for approval of the record when the record is approved and will be sent to Opportunity Owner.

Subject - <Opportunity Name> Approved

Content – Dear <Owner Name>,

Hurray your discount <discount %> for requested item <Opportunity Name> was approved.

Thanks & Regards,

XYZ Inc.

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 Create Email Templates for Opportunity Approval

Create Email template for rejections of the record when the record is approved and will be sent to Opportunity Owner.

Subject - <Opportunity Name> Rejected!!

Content – Dear <Owner Name>,

Unfortunately, your discount <discount %> for requested item <Opportunity Name> was rejected.
Rejected Reason - <Reason Here>

Thanks & Regards,

XYZ Inc.

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 Create a Simple Approval Process
Create an Approval Process for Opportunity if the discount is greater than 5%. Send the Email notification to the user
manager to approve/reject record.

1. Create a Custom Field on Opportunity Approval Status ( Not Approved / Approval Pending / Approved / Rejected / )
2. Create a Custom field Reject Reason ( Text Area )
3. Select Fields to Display on Approval Page Layout add following fields
1. Name
2. Account
3. Amount
4. Close Date
5. Description
6. Reject Reason
4. Only Record Owner Can submit the record for approval
5. For Email Template Select the Email Template Created in Previous Step

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 Create a Simple Approval Process
1. Initial Action must be a field update which will set approval status to Approval Pending
2. Final Approval action must be a field update which will update the Approval Status to Approved
3. Final Rejection action must be a field update which will update the Approval Status to Rejected
4. Test the Approval Process

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 Approve Record Using Email

1. Enable Setting
2. Test Approval Process

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 Multi-Step Approval Process

Multi-Step approval process is the advanced level of approval process where it will have multiple approvers. The next level of
approver will get email only when the lower level of approver has approved the record.

For Example,

• Records enters entry criteria

• Approver 1 approves then
• Approver 2 approves after approver 1 has approved then
• Approver 3 approves after approver 2 has approved.
• Finalize.

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 Requirement

Develop an Approval process to approve the discount of an Opportunity Record based on the below criteria

1. Discount is between 2-4% then Only Manager Approval Needed

2. Discount is between 4-6% then approval from both Manager and VP is needed
3. Discount is less than 2% Approve the record automatically

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 Implementation

1. Add new values in the Approval Status Picklist field ( VP Approval Pending, CEO Approval Pending )
2. Email Template will be used from the previous Lectures
3. Start Developing a New Process

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 Invoke approval process from Flow

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 Case Management in Salesforce

1. Case management in Salesforce is the process to manage the whole Case life cycle.
2. Cases are the inquiries/issues that your customers are facing.
3. Case can come to salesforce from various resources like Email, Web, Live Chat, Phone & etc.
4. For Example, [email protected] , www.yourdomain.com/contact-us, live chat on web, call us at +91-1234567890
5. In Salesforce, there are service console applications which are useful to manage the whole lifecycle of Cases
6. To manage the different type of cases, we need to create support process in Salesforce.

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 Support Process in Salesforce

1. Support processes are all processes whose sole purpose is to ensure the functioning of key processes and overall
operations of the company. Security Management. Process Management. Risk Management.
2. Support process are required to create the record types for Case Object.
3. With the help of support process, we can control the Case Status picklist values

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 Queues in Salesforce

1. Queue is consist of Users which is used to share the workload between the team members
2. Queue is the owner of a record which is not assigned to any user
3. Queue can be a record owner ( users those are part of queue can assign the record to themselves )
4. Queue will always be setup for an Object
5. Not All object can have the queues

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 Exercise

Create following queues for case object

1. Hight Priority Cases

2. Low Priority Cases
3. Medium Priority Case

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 Groups in Salesforce

• A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role
• Group is used to share the records with the members it contains
• Group can never be the owner of a record

You can use groups in the following ways.

• To set up default sharing access via a sharing rule
• To share your records with other users

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 Exercise

Create Following Groups in Salesforce

1. EMEA Group
2. APAC Group
3. AMER Group

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 Web to Case in Salesforce

W2C enables the business to capture the cases directly from their website.

Setting up a web form looks like this:

• Set your case submission preferences in Setup.

• Decide which case fields to include in your form—for example, Contact Name, Phone, or a custom field.
• Use our handy tool to generate the form in HTML.
• Add the HTML to your website to make the form visible to customers.

With a Web-to-Case form, you can generate up to 5,000 cases per day.
You can also add reCAPTCHA v2 to your web form to filter out spam cases.

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 Case Assignment Rule in Salesforce

1. Case Assignment rules automate your organization’s support processes.

2. Use case assignment rules to specify how cases are assigned to users or queues
3. Case assignment rules can assign cases regardless of how cases are created. Cases can be created manually or
automatically using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal,
Outlook.
4. There can be only 1 Case Assignment rule active at a time but can have multiple entries inside a single assignment rule

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 Case Assignment Rule in Salesforce

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 Case Assignment Rule in Salesforce

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 Case Auto-Response rule in Salesforce

Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes.
For example, you can send an automatic reply to customers to let them know someone at your company received their
inquiry

There can be only 1 Auto-Response Rule active at a time and can have multiple steps

Create auto-response rules for Cases submitted through a

• Self-Service portal
• Customer Portal
• Web-to-Case form
• Email-to-Case message
• On-Demand Email-to-Case message

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 Case Auto-Response rule in Salesforce

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 Case Auto-Response rule in Salesforce

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 Email to Case Salesforce

When customers send messages to your support email addresses, Salesforce automatically creates cases and auto-populates
case fields.
For Example, customer sends an email to [email protected] and then the case will be created inside salesforce.

1. Enable Email to Case

2. Setup Email to Case
3. Test Email to Case

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 Case Escalation Rule in Salesforce

1. Escalation rules are used to automatically escalate cases when the case meets the criteria defined in the rule entry. For
Example, if a case a high priority case is not solved within 3 hours case can be escalated to tier 2 agents from tier1
agents.
2. 1 Escalation Rule can be active at a time but can have multiple rule entries

Priority SLA ( in hours ) Initial Owner Escalated Owner L2 Escalated

Owner
High 3 Tier 1 Agents Tier 2 Agents Tier 2 Agents
Medium 8 Tier 1 Agents Tier 2 Agents Tier 2 Agents
Low 24 Tier 1 Agents Tier 2 Agents Tier 2 Agents

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 Case Escalation Rule in Salesforce

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 Create Escalation Rule

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 Create Escalation Rule

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 How business hours works on Case Escalation Rules

Business hours are set 9:00 AM to 6:00 PM

1. Case is created at 4:00 PM then total hours will be 2 as business hours ends at 6:00 PM
2. Case is created at 5:00 PM then total hours will be 1 as business hours ends at 6:00 PM
3. Case is created at 12:00 PM then total hours will be 6 as business hours ends at 6:00 PM

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 Create Escalation Rule

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 Create Escalation Rule

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 Case Team

A case team is a collection of people who work together in order to solve a case. For example, a case team can include
support agents, support managers, and product managers.

Case Team Role - Before you set up case teams or predefined case teams, create roles to determine team members level of
access to cases.

Predefined Case Teams – We can create a team of people who frequently work together to solve the similar kind of cases.
For Example, Installation Team, Transaction Management Team, & etc.

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 Case Team

0010021

Manager Product Manager Sales Team

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 Exercise

1. Add Case Team Roles

1. Product Manager
2. Support Agents
3. Sales Team
2. Add Pre-Defined Team
1. Platinum Support Team
2. Installation Team
3. Add Teams under a Case

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 Activity Management in Salesforce

1. Task
2. Event
3. Calendars

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 Activity Management Salesforce

1. Activities include tasks, events, and calendars.

2. In Salesforce, we can track tasks and meetings together in lists and reports to easily prioritize your time and keep up with
your accounts, campaigns, contacts, leads, and opportunities.

Note: - To work with actives for custom object you must need to enable it

Task –
1. Keep your to-do list in Salesforce and stay right on top of your deals and accounts.
2. We can easily task to any standard and custom object like Account, Contact, Lead, Opportunity, Student & etc
3. Every task has a due date
4. We can create recurring tasks as well which will occur on some intervals like logging the Time Sheet

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 WhoId & WhatId

1. WhoId ( Name ) – Who id can only be of type Contact & Lead

2. WhatId (Related To ) – What Id can be of any standard or custom object except Lead & Contact

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 Activity Management Salesforce

Events & Calendars

1. Events & Calendars are used to to track meetings with customers, prospects, and colleagues
2. We can easily event to any standard and custom object like Account, Contact, Lead, Opportunity, Student & etc
3. Every event must have start and end date
4. We can create recurring events like daily team meetings

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 Create Custom Field for task & event

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 Chatter Management

1. Chatter Feed
2. Collaboration Group

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 Chatter Feed
Chatter is mainly used to collaboration inside Salesforce Org.
Follow people and records to see updates about them in Chatter

Typically, following lets you see updates about:

• Feed comments and posts

• Posts, comments, and files on Chatter groups that you're a member of
• Shared files and links
• Tasks and events
• Converted leads
• Record field changes, like changes to record owner and closed opportunities and cases

Note – To Use Chatter for custom object you need to enable the feed tracking from setup

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 Chatter Feed

Important Points

1. You can setup out of office email in chatter

2. Record can be approved from chatter
3. You can invite your coworkers to use chatter
4. You can add your customers to the groups that you own

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 Assignment

1. Enable the Feed Tracking for the following objects

• College
• Student
• Subject
• Rating
• University
2. Setup Out of Office for Your User Record.
3. Approve an Opportunity record from Chatter Post

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 Collaboration Group

1. Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share
information.
2. One of the most useful communication tools in Chatter is following. You can follow people, groups, topics, files, and
records, like opportunities and accounts.

Types of Groups

1. Public
2. Private
3. Unlisted
4. Groups with Customers

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 Collaboration Group

You can join up to 300 groups, and your company can have a total of 30,000 groups. Chatter groups can be public, private,
unlisted, and archived.

The group can be of type

• Support Group
• Teams Group
• Project Group
• Groups for adding the record -
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• etc

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 Assignment

Create the Private Chatter Group for the Different Different Course Your College Offers.
1. CSE
2. IT
3. ECE
4. CE
5. & More

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 Reports in Salesforce

1. A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be
filtered, grouped, or displayed in a graphical chart.
2. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.
3. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types.

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 What is a report type?

1. A report type is like a template which makes reporting easier.

2. The report type determines which fields and records are available for use when creating a report
3. The fields and records on Report Type are controlled by primary and related objects
4. There are standard report types available, but we can also create custom report types

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 Types of Report in Salesforce

There are mainly 4 types of reports in Salesforce.

1. Tabular Reports - Tabular Reports are the most simple type of Salesforce Report. They show your data in rows and are
most effective when your goal is to export it.
2. Summary Report - Summary Reports in Salesforce are the most commonly used reports and are designed to show
groups of data.
3. Matrix Reports - Matrix Reports are a step more complicated than Tabular Reports where they can show data in rows
and columns.
4. Joined Reports - Joined Reports in Salesforce give you the ability to create two separate reports and compare their
individual data.

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 Exercise

Tabular Reports - Tabular Reports are the most simple type of Salesforce Report. They show your data in rows and are
most effective when your goal is to export it.

1. Create a report which will show the top 10 accounts based on the annual revenue
2. Export the report

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 Exercise

Summary Report - Summary Reports in Salesforce are the most commonly used reports and are designed to show groups
of data. For example, you wanted to see how many account records are there for every industry and also wanted to add some
charts in the report.

1. Create a report which will display all the accounts by industry and also add a donut chart

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 Matrix Reports

Matrix Reports - Matrix Reports are a step more complicated than Tabular & Summary Reports where they can show data
in rows and columns. We can group the data by both rows and columns.

Example - You wanted to get the data for the combination of Account Industry and Rating. Like how many records are there
of Education Industry and Hot Rating, Education Industry and Cold Rating, & etc

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 Assignment

Create the following Reports

• Create a report which will display all the open cases

• Create a report which will display all the closed cases
• Create a report to display the cases by account & add the chart
• Create a report to display the cases by Status & add the chart
• Create a report to display the cases by account & status.

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 Joined Reports

Joined Reports - Joined Reports in Salesforce give you the ability to create two separate reports and compare
their individual data.
A joined report consists of up to five report blocks, which you add to the report to create multiple views of your
data.

To Add the block in the Joined Report the additional report type must need to have a common relationship with
principal report type. The principal report type is the first report type which was added.

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 Exercise

Create a Joined Reports which shows the Accounts with Cases.

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 Create Custom Report Type

To Create Reports for Custom Object we need to enable Reports at Object Level.

Create a Custom Report Type When

• You wanted to create the report for custom object

• You wanted to change the Label for a field in Report. For Example, You wanted to display Sales Person instead of Owner
for Opportunity Reports
• You wanted to show the records from the relationships between the objects. For Example, Accounts with/without
Contacts

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 Dashboards in Salesforce
Dashboards are the collection of reports which can help you to visualize the data from various reports and higher
management can take the decision. Dashboards also shows the real time data.
You can send the Dashboard to your management over email and they can validate the data and take the further actions.

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 Exercise

Create a Dashboards and add below components into the Dashboard.

• Accounts By Industry Report

• All Accounts by Revenue Report

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 Assignment

Create a Dashboards and add all the reports related to cases & name the dashboard as Case Dashboard

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 Reports & Dashboards Folders

1. We can create folders for reports and dashboards to manage and organize the reports and dashboards for different
departments, regions and operations
2. We use Report and Dashboards folders to share the reports with users, group, roles & etc

Create Folders for the following functionality

1. Support Management
2. Lead Management
3. Account Management

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 Subscribe & Dashboards in Salesforce

Subscribe the reports and dashboards to receive the updates from reports directly in your inbox. Subscribing the reports &
dashboards will help your higher management to review the data directly from inbox without login to salesforce org.

1. Subscribe the dashboard to send the email to Admin user every week Monday at 9:00 AM
2. Schedule the report to send the email to Admin user every week Monday at 9:00 AM

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 Bucket field in Reports
1. Bucket field in Salesforce is used to categorized the data without creating an extra field in Salesforce Object.
2. When you create a bucket column, you define multiple categories (buckets) used to group report values

Example – Create a bucket field to categorize the account based on Annual Revenue

• Annual Revenue between 1000 – 10000 ( Small )

• Annual Revenue between 10000 – 100000 ( Medium )
• Annual Revenue between > 100000 ( Large )

Similarly, you can use for employee's fields on Account Object

Limits
• Total Bucket Fields allowed per report - 5
• Total Buckets allowed per Bucket Field - 20

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 Row Level formula fields in reports

Row-Level formula field is another quick way to create a field in report as a column without creating an additional field in
object.

Examples -
1. Calculate the time to close the case in Case Report or How many days it took to close an opportunity-on-opportunity
record - CLOSE_DATE - DATEVALUE(CREATED_DATE)
2. Which case subjects mention the word "widget"? - IF(CONTAINS(SUBJECT, "widget"), "Yes", "No")

You can have only 1 Row Level formula field at Report Level
https://help.salesforce.com/s/articleView?id=sf.reports_formulas_row_level_limits.htm&type=5

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 Report Limitations in Salesforce

1. In Salesforce Classic, you can't have more than 250 groups or 4,000 values in a chart.
2. In Lightning Experience, a report chart can have at most 2000 groups.
3. Reports display a maximum of 2,000 rows. To view more rows, export the report to Excel or use the printable view for
tabular and summary reports. For joined reports, printable view displays a maximum of 20,000 rows.
4. You can have only 1 Row-Level Formula Field in a single report
5. You can have only 5 bucket field in a single report
6. One Bucket field can have upto 20 Buckets

https://help.salesforce.com/s/articleView?id=sf.rd_reports_dashboards_limits.htm&type=5

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 User Management in Salesforce

• Profiles ✅
• Users
• Roles
• Permission Set
• Permission Set Groups

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 Profiles & Users
A profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce.

A profile controls

• Object permissions
• Field permissions
• Tab settings
• App settings
• Page layouts
• Record Types
• Login hours
• Login IP ranges.
• Apex class access
• Visualforce page access

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 Type of Profiles

1. Standard profiles: By default, salesforce provides below standard profiles. We cannot delete standard ones.

1. Read Only, Standard User, Marketing User, Contract Manager, Solution Manager & System
Administrator.

2. Each of these standard ones includes a default set of permissions for all of the standard objects available
on the platform.

2. Custom Profiles: Custom ones defined by us. They can be deleted if there are no users assigned to that particular
one.

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 Exercise

1. Clone the profile using Salesforce “Minimum Access - Salesforce” Profile Available if this profile is not available then use
Standard Profile to clone & Name it Teachers Profile
• Object & Field Access
• Tab Access
• Record Type Access
• App Access
• Check important permissions
• Author Apex
• Reports
2. Clone the profile using Salesforce “Minimum Access - Salesforce” Profile Available if this profile is not available then use
Standard Profile to clone & Name it Panther Schools - Sales Profile

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 Assignment

1. Give the Below Object permission to Both the Profiles Salesforce that we have created.

Object Name Access Level

University Read

College Read

Student Read/Write

Rating Read/Write

Attendance Read/Write

Subject Read

Also give the field level access if the Object Level Access is Read then Give Read Only Access & If the Object Level
Access it Read/Write then provide Read/Write Access

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 User Management in Salesforce

• Profiles
• Users ✅
• Permission Set
• Permission Set Groups
• Roles

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 Users in Salesforce

• User is an Individual who logs into the Salesforce to perform their duties

• Users are employees at your company like, Sales Rep, Service Rep, IT Specialists, Manager, CEO etc.

• Every user in Salesforce has a user account and unique username

• One User can have only one profile, and this is required

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 Exercise
1. Create a User and Name it Joshua Jacob, User Your Email, “Sales Person” as Title & Admin User as Manager.
Use “Panther Schools - Sales Profile” for Profile.
a. Prepare the Username with the combination of joshua.jacob + today’s date + your favourite
[email protected] initials
b. Example - [email protected]
2. Set the Password and take a tour of newly created user

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 Permission Set
The permission set is also very similar to profile. Whatever you can manage at profiles (Like Object permissions,
Field Permissions, User permissions, Tab settings, App settings, Apex class permission, VisualForce permission) the
same you can manage here also.

1. One user can have multiple permission set

2. Permissionset are used to give extra permission and Using Permissionset you can not reduce the permission

Note:- With the help of permission set we can only give extra permissions but we can not revoke the permission.

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 Permission Set
For Example, You have 10 users under Panther Schools - Sales Profile & You wanted to give the Permission to Create
the Contact Record to a specific user then we will do this using permission set.

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 Exercise

Create a permission set “Student Fee Access” and give the edit access for the following fields of Student Object

1. Annual Fee

2. Fee Discount

Create another permission set “Account & Contact Access” and give the edit access for the account fields and Create Access
for Contact.

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 Permission Set Group
• Use a permission set group to bundle permission sets together based on user job functions.
• Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
• You can include a permission set in more than one permission set group

Example: Suppose that you have users in your sales department with these requirements.

• Use Sales Cloud Analytics templates and apps

• Create, edit, and delete surveys
• Read, create, edit, and delete accounts and opportunities
• Create and customize list views and reports

You have three permission sets that contain the permissions you need, plus other permissions.

• Sales Cloud Einstein

• Survey Creator
• A permission set based on the Standard User Profile

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 Roles in Salesforce

Roles are designed to increase data visibility, to open up access to Salesforce records. You will have a baseline visibility set
for each object in your org, known as the ‘org wide default’ (organizational wide default, OWD).

Examples of this could be:

Opportunities are set to ‘Private’, which means that users can only see the opportunities they own.
Accounts are set to ‘Public Read/Write’, so that any user can help to update account information.

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 Roles in Salesforce

CEO

VP Sales VP Support

Sales Manager Sales Sr. Manager Support Manager Support Sr. Manager

Sales Person Sales Person Support Person Support Person

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 Exercise
Create the following Role Hierarchy
Director
inside your Salesforce ORG

DEAN/HOD DEAN/HOD

Teacher Teacher Teacher Teacher

Students Students Students Students Students

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 Record Level Sharing
Record-level security lets you give users access to some object records, but not others. Every record is owned by a user or a
queue. The owner has full access to the record. Below are the ways we share the record level access

1. Profile/Permission Set
2. OWD
3. Role Hierarchy
4. Sharing Rules
5. Manual Sharing
6. Apex Sharing
7. Team Sharing
8. Groups
9. Queues
10. Territory Sharing

Question - How many # of ways to share the records in Salesforce

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 Guide to Record Sharing

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 Organization-Wide Sharing Defaults ( OWD )

Organization-Wide Sharing Defaults sharing is the default level security for the records and controls how the Role Hierarchy will play the
role in record sharing.

Types of Sharing Defaults

• private
• public read only
• public read/write
• public read/write/transfer
• Controlled by parent

Note:- If a user profile does not have access to an object then OWD will not come into picture. For example, The User “Admin user”
Profile or any assigned permission set does not have access to Student Object then OWD will not come into the picture for that user

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 When to use Which OWD

We always try to use Private as a default OWD for each object and then use various ways to share the records to the required
group of users/roles. However here are some questions that you can ask yourself and set the OWD accordingly.

• private - Always try to make private

• public read only - Does all the users inside needs the read access to the record then yes otherwise private.
• public read/write - Not Recommended. Use sharing rules to give extra permissions

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 Roles in OWD

1. Private - If the OWD of an object is set to private then the record owner and the user above the Role Hierarchy can
access the record.
2. Public Read Only - If the owd is public read only then any user who have access to object ( min read ) can access the
record.
3. Public Read/Write - If the owd is public read only then any user who have access to object ( min read ) can access the
record and modify the record as well if the permission is enabled from profile or permission set.

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 Example

For Example, the OWD for account object is private and owner is user A. Use B & C are above into the Role Hierarchy where
User B has the Read Access to Account & User C does not have access to account. In this case Only User B will be able to
access the account Record.

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 Exercise

Validate the OWD for the Following Objects

• Student - Public Read Only

• Subject - Private
• Rating - Controlled by Parent
• College - Public Read Only
• University - Public Read Only
• Student Subject - Controller By Parent
• Account - Private
• Contact - Controlled By Parent

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 Sharing Rules in Salesforce
Sharing Rules in Salesforce are used to give the extra permission of a record(s) to the Group of Users of Roles. When We set
the OWD set to private or public read only then we can use sharing rules to give additional permissions to the users.

Types of Sharing Rules

• Owner Based Sharing Rule
• Criteria Based Sharing Rules

With the help of sharing rules we can share the records to Public Groups or Roles. If we want to share the record to a user
then we need to use a public group for the same.

Note: - Sharing rules only works when the OWD is set to Private/Public Read Only for either Internal or External users(Digital
Experience)

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 What happens when we share a record

When we share a record in salesforce then a Share Object get’s created inside Salesforce object. A share object becomes
available when we set the OWD of any object to private/public read only.

By default the share object is available for all the standard object. The share object API name will be

• For Standard Object, API Name + Share. For Example, AccountShare, LeadShare & etc
• For Custom Object, API Name without __c + __Share. For Example Student__Share, Invoice_Item__Share

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 Exercise

1. Create a Sharing Rules to Shared the record Owned by Role CEO to CEO Public Groups with Read Only Capacity
2. Create a Sharing Rules to Share all the USA Account records to USA Account Groups & NoN-USA accounts to
International Accounts public Group.

Question -

You need to share the record to 20 different roles which are not in hierarchy and you need to use only one sharing rule, So
how you will achieve this requirement?

Answer -

Create a public group, add all the roles into that public group and then share the records with that group using sharing rule.

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 Assignment

1. Create Public Groups for All the Departments

a. CSE Student Group
b. IT Student Group
c. ECE Student Group
d. CE Student Group
2. Create multiple sharing rules to share the student records
a. CSE Students will be shared with CSE Student Group
b. IT Students will be shared with IT Student Group
c. ECE Students will be shared with ECE Student Group
d. CE Students will be shared with CE Student Group

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 Manual Sharing

Manual Sharing is used to share the record manually to the user, group or roles.
We use manual sharing when we want to share the record for certain period of time to the certain users or group of users.
For Example, You are working as Salesforce Rep and going on PTO then you can share all your cases and opportunities to the
particular user or group.

Note:- With manual sharing we can share the record to single user as well where as using sharing rules we can only share the
records to Groups & Roles.

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 Teams in Salesforce

Teams as name indicates a group of people works together in order to achieve a common goal. In Salesforce there are total 3
types of teams

• Account
• Case
• Opportunity

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 Account Teams in Salesforce

When you collaborate on accounts with colleagues, use account teams to facilitate teamwork and track progress. Roles on a
team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can
be internal users or partner users.

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 Assignment

Explore on how the Opportunity & Case Team works with Salesforce

• Case Team
• Opportunity Team

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 ORG Level Security

• Username & Password

• Network IP
• Login IP & Login Hours
• Login Access Policies
• 2FA
• User Deactivate & Freeze

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 Network IP in Salesforce

1. Network Access allows users authenticating from these IP addresses to bypass the need for identity verification for user
interface logins or the security token for API connections.
2. Users will not be challenged with the 5-digit verification code to authenticate the IP address from where they are
logging in. All the customer apps and integration will not require the security token.
3. Users who log in from IP ranges not listed, will still be able to authenticate after providing the verification code or
security token.
4. These can only be added or removed by a system administrator. Removing them from Network Access will not revoke
access from these IP addresses.

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 Network IP in Salesforce

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 Login IP & Login Hours in Salesforce

Login IP Control login access at the user level by specifying a range of allowed IP addresses on a user’s profile. When you
define IP address restrictions for a profile, a login from any other IP address is denied.

Login Hours are used to restrict the users to login within specific hours only. For Example user can only login to 9:00 AM -
6:00 PM

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 Login Access Policies in Salesforce

With the help of login access policies we can enable any admin to login as any other users inside salesforce org and debug
any issues if there are any. At a user level you can also give the access to admin/salesforce support so that they can login on
behalf of yours.

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 Exercise

1. Add the Login IP for the Profile other than System Administrator

2. Grant Login Access Policy for all the users & for single user as well

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 Multi Factor Authentication in Salesforce
Multi-factor authentication adds an extra layer of protection against common threats like phishing attacks, credential stuffing,
and account takeovers. Implementing MFA is one of the most effective ways your company can increase the security of your
Salesforce data.
https://trailhead.salesforce.com/content/learn/modules/identity_login/identity_login_2fa

Various ways to add extra layer of security

1. TOTP
2. Salesforce Authenticator
3. SMS
4. Email
5. Login Flow

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 Exercise

Enable Multiple Factor authentication for your salesforce org.

• Install Salesforce Authenticator application
• Enable Multiple Authentication
• Test it

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 User Deactivate & Freeze

1. Deactivating a user permanently will free up the User Licence and User will not be able to login to salesforce org. And
you can use the same licence to create another user.
2. Freezing a user will prevent the users to login to Salesforce but licence will be occupied

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 Session Settings Salesforce
Use the Session Settings screen to configure session security. You can configure settings such as the session connection type,
timeout restrictions, and IP address ranges to protect against malicious attacks.

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 Exercise

Learn about below things

• Session Timeout
• Login User Email
• Session Security Level
• Chaching

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 Setup Audit Trail

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization.

It records all modifications concerning the administration, customization, security, sharing, data management, development,
and more of your Salesforce organization.

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 Data Import Wizard

Data Import Wizard is used to import the data to salesforce and it is web based wizard which does not require any
installation.
With the help of data import wizard we can import the data to following standard objects
• Account
• Contact
• Lead
• Solution
We can import all the custom objects using Data Import wizard.

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 Use the Import Wizards When:

• You’re loading less than 50,000 records.

• The object you must import is supported by import wizards. To see what import wizards are available and thus what
objects they support, from Setup, enter Data Import Wizard in the Quick Find box, then select Import Wizard.
• You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead
email address.
• Your target object has fewer than 50 fields.
• Your data doesn’t include complex field mappings.

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 Exercise

• Import Contact Records to Salesforce

• Import Contact Record Related to Account in Salesforce.

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 Assignment

Import the Account Records to Salesforce using Salesforce Data Import Wizard. You can generate the csv file using below link

https://www.mockaroo.com/

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 Agenda

• Data Loader Installation

• Data Loader
• Difference between Data Import Wizard and Data Loader

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 Install Data Loader

1. Install the Data Loader for Windows platform -

https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/loader_install_windows.htm
2. Install the data loader for MAC Platform

Note:- Before installing the Data Loader on Windows or MAC we need to install the JRE.

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 Data Loader
Use Data Loader When You:

1. You must load as many as 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you must
load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a
suitable partner product.
2. You must load into an object that isn’t yet supported by the import wizards.
3. Your data includes complex field mappings that you must load consistently on a regular basis.
4. You want to schedule regular data loads, such as nightly imports.
5. You want to export your data for backup purposes.

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 Difference between Data Import Wizard and Data Loader

Data Import Wizard Data Loader

It can load up to 50,000 records. It can load up to 5,00,000 records.

It supports all the custom objects and only a few standard It supports all custom and standard objects.
objects like Account, Contact, Campaign members, person
accounts, Leads, and Solution.

Delete operation is not available. Delete operation is available.

It doesn’t require installation. It requires installation.

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 Introduction to AppExchange
AppExchange is a marketplace offering solutions, such as apps, components, and consulting services. To make your own
solution publicly available to potential customers, you must be a Salesforce partner.

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 Dynamic Forms in Salesforce

Break Up Your Record Details with Dynamic Forms.

With Dynamic Forms you’ll be able to:

• Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” tab)
• Use visibility rules to make fields and components appear and disappear based on criteria you choose.
• Do away with multiple page layouts.
• Improve page load times.

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 Dynamic Action in Salesforce

With Dynamic actions you can add flexibility and control to actions on your record pages. Assign dynamic actions in the
Lightning App Builder instead of in the page layout editor, and then apply filters to control when and where actions are visible
to users.

You can create dynamic actions for custom objects on mobile and desktop and for some standard objects on desktop.

• Account
• Contact
• Lead
• Opportunity
• Case

All other standard objects are Beta for desktop.

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 Project – Invoice Management

• Introduction
• Data Model

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 Multiple Choice Questions

https://developer.salesforce.com/files/ti/thi/THI-000393/administratorpracticetest.html
https://www.salesforceben.com/salesforce-admin-practice-exam/
https://focusonforce.com/salesforce-adm-201-exam-questions/

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