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Session 3

This document discusses creating fields and field dependencies on a Position object in Salesforce. It includes creating text, currency, checkbox, date, picklist and formula fields. It also covers setting up field dependencies between picklist fields, creating validation rules, and organizing fields on page layouts. Formula fields are demonstrated to calculate the number of days a position has been open, the hire by date, and set the opened date default value. Validation rules are suggested to ensure min pay is never greater than max pay and that the close date is set when the status is closed.

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Prathmesh Jadhav
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7 views11 pages

Session 3

This document discusses creating fields and field dependencies on a Position object in Salesforce. It includes creating text, currency, checkbox, date, picklist and formula fields. It also covers setting up field dependencies between picklist fields, creating validation rules, and organizing fields on page layouts. Formula fields are demonstrated to calculate the number of days a position has been open, the hire by date, and set the opened date default value. Validation rules are suggested to ensure min pay is never greater than max pay and that the close date is set when the status is closed.

Uploaded by

Prathmesh Jadhav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Session 3

Basic About Field and Datatype

Basic field :
-Text, Text Area (Long), Text Area (Rich), Text (Encrypted), Text Area
-Currency
-Checkbox
-Date
-Date/Time
-Auto Number
-Phone
-Time
-URL
-Email
-Number
-Percent
Session 3

• Create below field on Position Object:


• Text Area (Long)
- Job Description
- Skills Required
- Educational Requirements

• Currency Fields
Session 3

• Checkbox Fields :
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• Date Fields :
Session 3
• Advance Field:
- Picklist, Picklist (Multi-Select)
• Field Dependencies
- Geolocation
- Formula
1) how many days position was opened.
2) fill position within 90 days of its being opened.(Hire By)
3) set opened date default value.
- Validation Rule:
1) Min Pay should never be greater than Max Pay.
2) ensure that Close Date has a value whenever the Status field is set to Closed - Filled or Closed - Not Approved.
- Page Layouts :
section : Compensation -> Min Pay , Max Pay
: Description -> Job Description, Responsibilities, Skills Required, and Educational
Requirements
: Required Languages -> Apex, C#, Java, and JavaScript
Create Picklists and Field Dependencies

• Field dependencies are filters that allow us to change the contents of a picklist based on the value of another field.
• Rather than displaying every value for Region in a single picklist, you can limit the values that are displayed based on a
value for another field, like Zone.
e.g:
1) Region
APAC
EMEA
LATAM
US
Canada
2) Zone:
East Asia,Oceania,Southeast Asia,Africa,Europe,Middle East
UK + Ireland,Caribbean,Central America,South America,Midwest US
Northeast US,Southeast US,Southwest US,West US,Northern Canada
Mountains and the West,The Prairies,Central Canada,East Coast
Link: https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/picklists-field-dependencies
point about dependent fields

• dependent fields:
- The value selected in the controlling field affects the values available in the dependent field.

- A dependent field works in conjunction with a controlling field to filter its values.

- We can define custom picklist fields as controlling or dependent fields.

- Standard picklist filed must be controlling fields. We cannot define standard picklist fields as dependent fields.

- We can define default values for controlling field. But we cannot define default fields for dependent fields.

- We cannot define multi-select picklist as controlling.

- We can define checkbox as controlling field only.


Formula field

1) how many days position was opened.


e.g: Days Open
2) fill position within 90 days of its being opened.(Hire By)
e.g: Hire By
3) set opened date default value.
e.g: opened date

validation rules : Validation rules verify that the data a user enters in your app meets the standards that you
specify.
Min Pay : Min_Pay_Rule
Max Pay
• Close Date : let's ensure that Close Date has a value whenever the Status field is set to Closed - Filled or Closed - Not
Approved.
Validation Rule
Assignment 1

• Trailhead link:
Platform basic :
https://trailhead.salesforce.com/en/content/learn/modules/starting_force_com?trail_id=force_com_admin_beginner

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

formulaField and Validation:


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

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