Deepika Khanna Notes

External Id : It is used to maintain the uniqueness of a record.
Ex:Text,phone,email.
Profiles:
1) Profiles control the visibility of applications
a.Tabs a user can see
b.objects a user can see
c.read,edit,add,delete
d.fields
**** one user can only have one profile,but one profile can be given to multiple users at a time.
Tabs:
Default on Tab setting :We can see tabs at the top and it should have atleast read permission
Default Off Tab Setting:We see tabs by using the + sign at the top
Tab hidden setting:We cannot see any tabs
Field level security:
Permission Sets:-
When we have to give certain permission to a particular user then we go for permission sets.
The permission set should also belong to the same licence that you created .
We can only grant permission and we can’t take away any access.
Salman—02 - Chandu Intoori
Wilsimith-03-Chandini Intoori
Priyanka-04—chand Intoori
OWD:
If I want to make sure that the records created by me should not be visible to others then we go for
organisational defaults.
Three diff options:
1.Public:Everyone will be able to see the records that we have created
2.Private:only you will be able to see the records u created
3.Read only
4.Private read and edit
Type sharing settings in quick find box and go to position object
Roles:
Roles come into picture when OWD is private
If we check Grant using hierarchies we can control by using roles
Workflows:
1.Send an update (field update)
2.Send email
3.Task creation(Whenever the task is assigned to a particular user you will get an email and to see
open tasks go to homepage)
4.Outbound system
We can use workflows along with approval process
Workflow does not need human interaction
Two types of workflows:-
Time dependent actions
Time independent actions
Workflow Evaluation Criteria:

1.Created
2.Created and everytime edited
3.Created and any time its edited to subsequently meet criteria
Rule criteria:
1.Criteria are met
2.formula evaluates to true
When create workflow action with email template if we check protected component then we cant
be able to edit
 Tasks—Assign a new task to a user, role, or record owner.

 Email Alerts—Send an email to one or more recipients you specify.
 Field Updates—Update the value of a field on a record.
 Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
We need to activate the workflow
Approval Process:
1.Jump Start wizard: One step approval process
2.Standard setup wizard: we can have multiple approvers
Appexchange:-
App name opportunity planning wall and field trip
Its like a playstore or appstore in mobile
Chatter:
Through chatter we can track and follow people and can track if an user changes a particular record.
To do this we need to type feed tracking

Chatter Group:
1.Public :-Everyone will be able to join
2.Private:We need to grant permission to join
3.Broadcast:Only group owners can create records
Record Types:
Record Types controls what section you can see based on the record types. Here we can hide fields
which need not to be seen if a particular record type is selected.
Email Template:
Text
HTML (using Classic Letterhead)
Custom (without using Classic Letterhead)
Visualforce
Personal setup:
Grant account login access: a place where you can give access to administrator or salesforce.com support when
an issue is generated
My groups:We can create groups
Reset my security token:-We need to append your pwd with this security token
Login history: we can track who logged in particular time
Approval settings:when we are not working and we assign some approver.he can only reject or approve but
cannot reassign.
Advanced user details: we can enter into development when the checkbox is selected and can create apex or
visualforce pages
Company setup:
In company setup we have information about how many users u have and how many licences you used
Fiscal Year: It varies according to company
Business hours: These are used when your setting up rules workflow actions
Holidays: We can mention holidays
Language settings: we can select language

Sandbox:
Production url login.salesforce.com it is same for developer
Test.salesforce.com url :-- if we want to login to a test environmmets
1.full sandbox
2.Partial copy sandbox:5gb we can store upto 2.5 million records and sample of production data is stored
3.Developer pro—1gb we can store upto 0.5 million records it does not copy production data
4.developer sandbox—200mb data.it does not copy production data
Metadata is data about data.
All the sandboxes are paid
Standard Objects:-
Leads: lead is someone who is interested to buy the product or bought a product than that lead will be coverted
to contact..Leads can be generated through different ways. Like paper ,emails and so on ,phone
Account: It is a particular company a particular contact will belong to a particular account
Oppurtunities: The real transaction that happen like deal
Web to lead :- it is a creative form when ever someone comes online and submit form a new lead will be created
and it will be automatically created in salesforce database
Web to case:-
Campaigns:- when we want to advertise something ..campaigns will generate leads
Forecats: will tell you where your company will be in the next year or day or month
Contracts : These are legal information and documentation will be stored
Order:Prodcuts which you have or pending orders
Cases :need to track issues
Solutions: a place where we document issues
Reports:
Under reports select other reports
1.Tabular: Most simpler report. We cannot create a dashboard of tabular limit

2.Summary
3.Matrix
4.Joined
Summary report: When grouping is involved that’s where we use summary report.we can do grouping only in row
wise .we don’t have row limit in summary report
Matrix: we can do grouping by rows and colums both .
Dashboards:
it can be build based on reports
Row limit gives top 10 or top 5 records

Scatter,guage and metric chart we cannot create even if we have row limit
Guage chart is used to measure the profit of your company
Picklist:
Field dependencies for picklist.
If we select one field we the field related to that field should be displayed
Lookup we can have 25 relationships on lookup and 2 for master.
Rollup relationships is present only on Master detail relationships.
Cross object formula: We can create a relationship
Many to Many Relations:
We need to create a junction object to have many to many relationship.
Junction object is an object which have two master detail relationships.
Sharing rules: when we want to share records between cross teams then we go for sharing rules
even when the owd is private and roles will work for one team
Workflows:
Email Layouts:

Deepika Khanna Notes

Uploaded by

Copyright:

Available Formats

Deepika Khanna Notes

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Deepika Khanna Notes

Uploaded by

Copyright:

Available Formats

External Id : It is used to maintain the uniqueness of a record.

1) Profiles control the visibility of applications

a.Tabs a user can see

b.objects a user can see

Tab hidden setting:We cannot see any tabs

Field level security:

Salman—02 - Chandu Intoori

Three diff options:

1.Public:Everyone will be able to see the records that we have created

2.Private:only you will be able to see the records u created

4.Private read and edit

Type sharing settings in quick find box and go to position object

Roles come into picture when OWD is private

If we check Grant using hierarchies we can control by using roles

1.Send an update (field update)

We can use workflows along with approval process

Workflow does not need human interaction

Two types of workflows:-

Time dependent actions

Time independent actions

Workflow Evaluation Criteria:

2.Created and everytime edited

3.Created and any time its edited to subsequently meet criteria

1.Criteria are met

2.formula evaluates to true

 Tasks—Assign a new task to a user, role, or record owner.

We need to activate the workflow

1.Jump Start wizard: One step approval process

2.Standard setup wizard: we can have multiple approvers

App name opportunity planning wall and field trip

Its like a playstore or appstore in mobile

To do this we need to type feed tracking

1.Public :-Everyone will be able to join

2.Private:We need to grant permission to join

3.Broadcast:Only group owners can create records

HTML (using Classic Letterhead)

Custom (without using Classic Letterhead)

My groups:We can create groups

Login history: we can track who logged in particular time

Fiscal Year: It varies according to company

Holidays: We can mention holidays

Language settings: we can select language

Production url login.salesforce.com it is same for developer

Test.salesforce.com url :-- if we want to login to a test environmmets

Metadata is data about data.

All the sandboxes are paid

Account: It is a particular company a particular contact will belong to a particular account

Oppurtunities: The real transaction that happen like deal

Campaigns:- when we want to advertise something ..campaigns will generate leads

Contracts : These are legal information and documentation will be stored

Order:Prodcuts which you have or pending orders

Cases :need to track issues

Solutions: a place where we document issues

Under reports select other reports

1.Tabular: Most simpler report. We cannot create a dashboard of tabular limit

Matrix: we can do grouping by rows and colums both .

it can be build based on reports

Row limit gives top 10 or top 5 records

Guage chart is used to measure the profit of your company

Field dependencies for picklist.