Salesforce Admin

Consider you are working on a project for a recruiting company.

 ❖ Create a Recruiting Application and name it [Link] (create in classic).

 ❖ Upgrade the classic app to the lightning app.

 ❖ Create the following Object:

o Candidate
▪ Name (Standard field)
▪ Gender (Picklist)
▪ DOB (Date)
▪ Experience (Number)
▪ Expected Salary (Currency)

 ❖ The client is asking to add two more stages to the Lead Status field (‘Sent for
Approval’ and ‘Approved’).

 ❖ On the Client website, they are getting thousands of enquiries daily and asking you to
enter those data into the Salesforce lead object.

 ❖ They also need to respond to the customer quickly after the inquiry.

 ❖ The requirement is to Auto Assign the lead to User whenever the Lead:Industry is
Agriculture (John Mathews).

 ❖ Ensure that the user has got the mail.

❖ On the Client website, they are getting complaints/service requests daily and asking
you to enter those data into the Salesforce case object.

 ❖ The customer also wants that whenever the customer complains through mail it
should be automatically saved in case object.

 ❖ They also need to respond to the customer quickly after the service request.

o ❖ The Requirement is to Auto Assign the case to User (John Mathews) whenever
the Case: Electrical and Case: Reason is Breakdown.

o ❖ Ensure that the user has got the mail.

 ❖ Create a Public group and note down the features of the public group.

 ❖ Create a Private group and note down the features of the Private group.

Allow customer (use an email id for practice which is not registered in your org)

 ❖ Create an Unlisted group and note down the features of the Unlisted group.

Relationships in SF

Assignment 1:

Create objects called: Tax Payer Details, Tax Paid Per Month

Create fields:

 Tax Payer Details: Name (Standard field)

 Tax Paid Per Month:

o Month Name (Hint: Rename the standard field "name")

o Amount (Currency)

o Year (Number)

(Add some 5-7 records in both objects and connect them)

Show highest tax paid on the master object

Assignment 2:

Create 2 Objects:

A) Company

With fields:

 Company Name

B) Employee
With fields:

 Name

 Salary

Create a Lookup relation between objects so that while creating every employee, his/her
company can be selected.

As per the Customer’s needs, we have good openings in the Cosmetic industry. So as of now,
while creating any employee, we can connect him/her with only those companies which belong
to the Cosmetic Sector.

When we see any company record, all employees of that will automatically come to the bottom
section. The client wants you to give the title of the section as "Employee List".
(Hint: last step of lookup relationship field)

Show details of company record when we hover on the company name on the Employee form.

Many To Many Relationship

Create two objects:

A. Candidates:

 Field: Candidate Name

B. Job Position:

 Field: Position Name

As per business needs, many candidates can apply for many positions and implement the
appropriate relationship to help the client.

Hierarchical Relationship

Set a Hierarchy field (No scenario required)

Self Relationship

Consider employee reference example and build self-relationship in Department object.

Create an object called "Electronic Products"

 Fields: Name, Price, Type (Picklist: Mobile, LED, and AC)

Add some 10 records with all possible combinations of values.

Now delete two records manually:

1. Take backup of data present in the object for safety

2. Take a backup of data even which are deleted from the object

3. Insert some new data from dataloader

4. Perform Upsert activity

5. Delete some of the records using Dataloader

6. Now perform upsert using External ID

Reports & Dashboard

1. Create an object called Cars

2. Create following fields:

b) Brand (TATA Motors, Toyota, Fiat, Force Motors, Ford, Honda & Jeep)
c) Model
d) Price
e) Colours offered (Red, Blue, Grey & Black)
f) Manufacturing Year
g) Current Demand (in numbers)

(Enter sufficient records so that you can create report)

3. Create TR, SR (create pie chart), MR (create funnel chart), and JR showing Name, Brand,
Model, Price, Colors offered, and Manufacturing Year.

4. Export Tabular report in Classic (CEX).

5. Schedule report for every 1st Monday of the month till Dec 20, 2022.
 6. Subscribe to the Matrix report when demand reaches 40.

7. Create Bucket field for above tabular report where bucketing is done on Brand:

o Bucketing region: India, USA, Japan, and Others

o Example:

 TATA Motors → India

Toyota - Japan
Fiat - Italy
Force Motors - India
Ford - USA
Honda - Japan
Jeep – USA

8. Add SR & MR to Dashboard

9. Add TR & JR on Dashboard (Make Necessary changes)

10. Add newly created TR & JR Dashboard on Home Page

11. Create a custom report type with objects Account, Contact, Opportunities & Activities

How to create one to one relationship between objects in Salesforce

1. By using Lookup field:

Step 1:
Create a Lookup field on two custom objects Person__c to Pan_Card__c.

Lookup field:
which creates a relationship that links one object to another object. This field allows users to
click on a lookup icon and select a value from the popup list. The selected object is the source of
the values in the list.

Here, we created a lookup field between Person__c to Pan_Card__c.

Step 2:
Create a custom field on the Pan_Card__c object. Make this field unique (by using a custom
field, we can hold the id of the associated Person__c).
Step3:

Create a workflow rule on Pan_Card__c, then update the value of custom field.

Workflow rule:

Workflow rules can automate tasks, email alerts, field updates based on the organization
requirement.

Here, we used workflow rule to update the value of field.

2. By using Roll up summary

Step1:

Create a Roll up summary field on custom object like Pancards__c by using count.

Rollup summary:

A field that displays the sum, minimum or maximum value of a field in a related list or the
record count of all records listed in a related list.

Step2:

Create a Validation Rule in Person__c object to check whether the number of employees is
equal to one. If it is one, then throw an error, else allow the user to create new Pan Record.