Lesson 1
Force.com Configuration
Relationships
1
Objective
Introduction & Agenda
Introduction to CRM
Force.com Configuration
▪ Standard & Custom Objects Review
▪ Apps review
▪ User Interface
▪ Fields & Field Dependencies
▪ Introducing Page Layouts
▪ Compact Layouts/Record Types
▪ Introducing Search Layouts
Relationships
▪ Master - Details, Many-to-Many, Parent - Child Relationship
▪ Customizing Related Lists in a Many-to-Many Relationship
▪ Roll-Up Summary Fields
▪ Formula Fields
Administration
3
Set-up the Training Org
All exercises will be performed on a new 30 day training org
To sign-up for your training org, enter the link and follow the instructions:
https://www.salesforce.com/form/signup/freetrial_training.jsp
Select: Building Applications on Force.om
You will also need to download the various exercise books
When instructed from the attachments tab
Logging into the Partner Training Catalog
All videos can be found in the Partner Training Catalog.
Please log into the Partner Community via:
https://partners.salesforce.com/
and go to:
https://partners.salesforce.com/partnerTraining
Introduction to
CRM
6
Salesforce CRM Overview
Salesforce CRM Overview
Salesforce CRM Overview
Salesforce CRM Overview
What is SalesForce.Com?
Salesforce CRM is a web-based Customer Relationship Management (CRM)
service.
• It hosts the applications offsite & is best known for its Customer Relationship
Management (CRM) products.
• It allows you to create a single view of your customers and leads, coordinate
your sales, marketing and customer service activities and provides an
overview into how your business is operating.
• You can generate, manage, and report on leads, opportunities and track
results from first contact to won or lost business.
• You can see the results of your marketing campaigns and understand their
impact using real-time analytics.
• It helps to improves efficiency, reduces administration time and lets you focus
more on your business by reducing the time taken to search for information by
providing a centralised service.
What is Force.com?
Welcome to Cloud2
Cloud
Computing
Sales Cloud
Sales Cloud
Page 01-10
Sales Cloud
Business Drivers, Processes and Sales Cloud Solutions
Page 01-11
Service Cloud
Service Cloud
Page 01-12
Salesforce Application
Salesforce Application
Page 01-13
Salesforce Objects
Salesforce Object
• What are Objects?
• How are they related?
• How can I navigate between them?
1.4: Standard Objects
Standard Objects - Accounts
1.4: Standard Objects
Standard Objects - Contacts
1.4: Standard Objects
Standard Objects - Opportunities
Standard Objects
Standard Objects - Cases
Standard Objects
Standard Objects - Solutions
Standard Objects
Standard Objects - Campaigns
Standard Objects
Standard Objects - Leads
Salesforce Objects
Salesforce Object Relationships
Introduction to
Force.com
Video: Introduction to Force.com
This training introduces you to the Force.com platform features and functionality (17 min.)
How to Get to this training video ?
• You need an @partnertraining.com account.
• If you don’t have this account and you work for a Salesforce partner, you need to request an invite from the partner admin in your company to the partner community.
Once you have the partner community access you can create a partner training login = [email protected]
• To avoid a mixup with saved credentials open a private window in a new browsr.
• Browse to http://help.salesforce.com and log in with your @partnertraining.com account.
• Search for “Building Application with Force.com part 1”
• Make sure to select this training (pay attention to the video logo ):
• Select the module “Introduction to Force.com”:
• Enjoy the 17 min video.
• Direct Link: (only works after you’ve logged in with your @partnertraining.com account, paste in browser)
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gvGyEAI
Hands-on Exercise
Prepare your training org
View the hands on exercise steps in the “Introduction to Force.com” Exercise Guide
https://lms.cfs-api.com/v1/content/1ddba721-6e5a-49ab-816c-
610776ccbd8a/presentation_content/external_files/introductiontoforce.comexerciseguide.pdf
Exercise 0-1: Sign up for a training org
Exercise 0-2: Prepare your training org
Make sure that all system messages from the org come to you
Make sure you can access the org outside of your corporate network.
Task: Create a custom Position object.
Video: Welcome to Universal Containers
Learn about our case study organization, Universal Containers, and the recruiting application they need to
build in Salesforce to solve their business issues. (8 min)
How to Get to this training video ?
• You need an @partnertraining.com account.
• To avoid a mixup with saved credentials open a private window in a new browsr.
• Browse to http://help.salesforce.com and log in with your @partnertraining.com account.
• Search for “Building Application with Force.com part 1”
• Make sure to select this training (pay attention to the video logo ):
• Select the module “Welcome to Universal Containers”:
• Enjoy the 8 min video.
• Direct Link: (only works after you’ve logged in with your @partnertraining.com account, paste in browser)
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gvGyEAI
Who is UC?
What is the Structure we Need?
What is a Tiered Model?
• In a tiered model the application development is divided into different layers
• This makes it possible for different developers work on different layers
independently and specialize in specific areas
• Application requirements are defined from the top down and built from the
ground up
Application Building Blocks
• The declarative framework is a set of easy-to-use tools to build or customize applications using
clicks not code
• Using the programmatic framework provides additional control and flexibility to your
customizations
Video: Building Your Data Model
Learn how to create custom objects, custom fields and custom relationships, filters
and how to use schema builder (44 min)
How to Get to this training video ?
• You need an @partnertraining.com account.
• To avoid a mixup with saved credentials open a private window in a new browsr.
• Browse to http://help.salesforce.com and log in with your @partnertraining.com account.
• Search for “Building Application with Force.com part 1”
• Make sure to select this training (pay attention to the video logo ):
• Select the module “Building Your Data Model”:
• Enjoy the 44 min video.
• Direct Link: (only works after you’ve logged in with your @partnertraining.com account, paste in browser)
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gvGyEAI
What are Custom Objects?
Objects you create in your own org.
Custom Fields
Relationships to other Objects
Page Layouts
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com - Part 1 “Building
Your Data Model” Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 2-1: Creating Custom Objects
Exercise 2-2: Creating Custom Fields
Exercise 2-3: Creating Lookup Relationships
Exercise 2-4: Create Master-Detail Relationships
Exercise 2-5: Creating a Custom Junction Object
Exercise 2-6: Creating a Lookup Filter
Task: Create a custom Position object.
Administration Essentials
Standard and Custom Fields
Standard fields:
▪ Change the field label
▪ Add help text
▪ Add, edit and reorder values in picklists
Custom fields:
▪ Can be deleted
▪ Changing the data type of a custom field will result in data lost.
▪ List views based on the field will be deleted, and assignment and escalation rules may be affected. Only modify fields
with no data, or consider using new fields.
▪ Deleting a field will also result in data loss. Salesforce stores deleted fields and their data for a maximum of 15 days,
during which you can undelete or permanently erase them .
Field-level help allows you to provide information about the purpose and
function of a field for your users. The text will be available on any detail or
edit page where the field appears.
• Check the parent - child
34
© Copyright 2011 salesforce.com, inc.
Standard Fields
• Field-level help allows you to provide information about the purpose and
function of a field for your users. The text will be available on any detail or
edit page where the field appears.
Standard Fields
• Field-level help allows you to provide information about the purpose and
function of a field for your users. The text will be available on any detail or
edit page where the field appears.
Custom Fields
Picklists
• Allow users to select either single or multiple values from a predefined list during data entry.
• Dependent picklists give you the ability to create multi-level dependencies
• You can link two picklists together to create a controlling-dependent
relationship. Users select a value in a controlling picklist, which filters the
values available in a second, dependent picklist.
Dependent Picklists
39
Look-up Fields
Allow users to select a record from another object, including the User object.
▪ They can link two records together to create a parent-child relationship.
▪ Use a lookup filter to limit the records available in the lookup.
▪ Lookup filter that references another field on the same object to create a
dependent lookup.
▪ For example, add a lookup filter to the case Contact field (dependent) so that it
only displays contacts related to the account selected in the case Account Name
field (controlling).
When users change the value in the controlling field, they will see an error message if the
dependent lookup value no longer meets the filter criteria.
40
Field History Tracking
Can be enabled on an object to track changes on up to 20 standard or custom fields.
▪ Changes can be viewed on a record’s History related list or through History
reports.
▪ Track date and time of change.
▪ Track the user making the change.
▪ Track old and new values (not on multi-select picklists and large text fields).
▪ History
standardTracking
objects:can be performed on all custom objects and the following
Accounts, Contacts, Leads, Cases, Solutions, Contracts, Opportunities
Accounts
41
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com - Part 1 “Building
Your Data Model” Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 2-1: Creating Custom Objects
Exercise 2-2: Creating Custom Fields
Exercise 2-3: Creating Lookup Relationships
Exercise 2-4: Create Master-Detail Relationships
Exercise 2-5: Creating a Custom Junction Object
Exercise 2-6: Creating a Lookup Filter
Task: Create a custom Position object.
Master Detail Relationships
▪ A relationship between two different types of records that associates the records with each other.
▪ The master object can be a standard object, such as Account or Opportunity, or a custom object.
▪ When a master record is deleted, the related detail records are also deleted.
▪ The Owner field on the detail record is automatically set to the owner of the master record.
▪ Custom objects on the “detail” side of a master-detail relationship can't have sharing rules, manual sharing, or queues, as these require
the Owner field.
▪ The security settings for the master record control the detail record.
▪ The master-detail relationship field is required on the page layout of the detail record.
1) Under Master Detail the lookup field on the child record is a required field
(e.g. There must be an opportunity for the shipping record)
2) Under Master Detail the lookup field becomes a read only field as soon
as the record is saved.
3) The only way to change the association between the child and the parent
is by deleting the child and re-entering under the new parent.
4) Under Master Detail there is a cascade delete taking place. E.g. Delete
an Account and all the associated Contacts, Opportunities, etc. Are also
deleted. Under Look up this is not the case. E.g. Deleting a Case record
does not result in all the associated Solutions being deleted.
5) Roll up summary fields can only be created on the Parent record of a
Master Detail relationship. (10 max)
6) A custom object defined in a Master Detail relationship that appears in a
report will display all the object fields as well as all the parent’s fields.
43
Look-up Relationships
▪ A relationship between two records to associate records with each other.
▪ Allows users to click a lookup icon on a record and select another record from a popup window.
▪ On the associated record, you can display a related list to show all of the records that have been linked to it.
▪ If a lookup field references a record that has been deleted, by default Salesforce clears the lookup field.
▪ Alternatively, you can prevent records from being deleted if they’re in a lookup relationship.
▪ Security is controlled by OWD
1) A custom object created with a Look up relationship appears for full OWD
options and sharing rules. A custom object created with a Master Detail
relationship can only have the option Controlled by Parent.
2) A custom object defined in Look-up relationship that appears in a report
will display only the object’s fields are displayed. You may need to create
a CRT to get other fields in the fields’ list
44
Relationship Types
Hands-on Exercise – Building Your Data Model
View the hands on exercise steps in the Building Applications with Force.com - Part 1 “Building
Your Data Model” Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 2-1: Creating Custom Objects
Exercise 2-2: Creating Custom Fields
Exercise 2-3: Creating Lookup Relationships
Exercise 2-4: Create Master-Detail Relationships
Exercise 2-5: Creating a Custom Junction Object
Exercise 2-6: Creating a Lookup Filter
Task: Create a custom Position object.
Many-to-Many Relationships
• A many-to-many relationship allows each record of one object to be linked to
multiple records from another object and vice versa.
• Many-to-many relationships are implemented through the use of junction
objects.
A relationship where each side of the relationship can have many children on the other
side.
47
ERD - Entity Relationship Diagram
You can use master-detail relationships to model many-to-many
relationships between two standard objects, two custom objects, or a
custom object and a standard object.
48
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com - Part 1 “Building
Your Data Model” Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 2-1: Creating Custom Objects
Exercise 2-2: Creating Custom Fields
Exercise 2-3: Creating Lookup Relationships
Exercise 2-4: Create Master-Detail Relationships
Exercise 2-5: Creating a Custom Junction Object
Exercise 2-6: Creating a Lookup Filter
Task: Create a custom Position object.
Lookup Filters
Schema Builder
Building your User Interface
- Custom Applications
- Custom Tabs
- Modify Page Layouts
Video: Building Your User Interface
See how to modify the user interface with page layouts, custom applications and custom tabs.(29 min)
Custom Applications, Custom Tabs, Modify Page Layouts, …
How to Get to this training video ?
• You need an @partnertraining.com account.
• To avoid a mixup with saved credentials open a private window in a new browsr.
• Browse to http://help.salesforce.com and log in with your @partnertraining.com account.
• Search for “Building Application with Force.com part 1”
• Make sure to select this training (pay attention to the video logo ):
• Select the module “Building Your User Interfacel”:
• Enjoy the 29 min video.
• Direct Link: (only works after you’ve logged in with your @partnertraining.com account, paste in browser)
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gvGyEAI
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com
“Building Your User Interface” Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pdf
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs
Exercise 3-3: Customizing Page Layouts
Task: Create a custom Position object.
Custom App
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com
“Building Your User Interface” Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pd
f
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs
Exercise 3-3: Customizing Page Layouts
Task: Create a custom Position object.
Custom Tabs
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com
“Building Your User Interface” Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pdf
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs
Exercise 3-3: Customizing Page Layouts
3-4: Enable Chatter on the Position Object
3-5: Create an Object-Specific Quick Action
3-6: Create a Global Quick Action and a Global Layout for HR
Task: Create a custom Position object.
Page Layouts
A page layout controls the position and organization of the fields, sections, buttons
and related lists that are visible to users when viewing or editing a record.
Page layouts also help us control the visibility and editability of the fields on a record.
We can set fields as read-only or hidden, and we can also control which fields require
users to enter a value and which don't.
• Page layouts are powerful tools for creating a good experience for our users, but it's
crucial that
• we remember one important rule: page layouts should never be used to restrict access
to sensitive
• data that a user shouldn't view or edit. Although we can hide a field from a page
layout, users
• can still access that field through other parts of the app, such as in reports or via the
API.
59
Page Layouts
Adding Chatter To The Page Layout
Hands-on Exercise (Optional)
View the hands on exercise steps in the Building Applications with Force.com
“Building Your User Interface” Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pdf
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs
Exercise 3-3: Customizing Page Layouts
Exercise 3-4: Enable Chatter on the Position Object
Exercise 3-5: Create an Object-Specific Quick Action
Exercise 3-6: Create a Global Quick Action and a Global Layout for HR
Task: Create a custom Position object.
Roll-Up Summary and Formula
Fields
Video: Introducing Business Logic
This module introduces basic business logic functionality. Students will see how to create different
formula fields. (16 min)
How to Get to this training video ?
• You need an @partnertraining.com account.
• To avoid a mixup with saved credentials open a private window in a new browsr.
• Browse to http://help.salesforce.com and log in with your @partnertraining.com account.
• Search for “Building Application with Force.com part 1”
• Make sure to select this training (pay attention to the video logo ):
• Select the module “Introducing Business Logic”:
• Enjoy the 16 min video.
• Direct Link: (only works after you’ve logged in with your @partnertraining.com account, paste in browser)
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gvGyEAI
Formula Fields
▪Custom Formula Fields allow you to define calculations that reference other fields
to display new numeric, text, or date values
▪They are read-only, and do not display on record edit pages.
▪Can reference fields on the same object, or a parent or lookup object.
▪Cannot reference currency codes, description or custom long text area fields, or
multi-select picklists.
▪Are not searchable, or available for lead conversion or data exports.
65
Formulas
▪ A type of custom field. Formula fields automatically
calculate their values based on the values of merge fields,
expressions, or other values.
▪ Use the Simple Formula tab for basic calculations
involving numerical fields from the same object.
▪ Use the Advanced Formula tab for more complex
calculations involving functions, non-numerical fields, or
fields from parent objects
▪ A cross-object formula references fields from parent
objects.
▪ Use the Insert Field browser on the Advanced Formula
tab to access fields from up to 10 parent levels.
• Use cross object formulas to avoid duplicating data.
66
Creating Roll-Up Summary Fields
Hands-on Exercise
View the hands on exercise steps in the Building Applications with Force.com - Part 1
“Introducing Business Logic” Exercise Guide
https://lms.cfs-api.com/v1/content/0c89551c-1c8d-444a-a483-
d9dd491cb92b/presentation_content/external_files/introducingbusinesslogicexerciseguide.pdf
Exercise 4-1: Create Formula Fields
Exercise 4-2: Create Cross-Object Formulas
Exercise 4-3: Create Roll-Up Summary Fields
Task: Create a custom Position object.
Thank
you
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