SALESFORCE

Submitted By:-
Dr Bhavna Sharma

JECRC UNIVERSITY 1
 Course Outcomes (COs) 
Learning Objectives
Possible usefulness of this course after its completion i.e. how
this course will be practically useful to him once it is completed.  

CO1 Supplement the student skillset with Salesforce skills and differentiate in the job
market. 
CO2 Benefit from the knowledge and experience of the Trailblazer Community. 

CO3 Build Student skills and personal brand in the Salesforce Ecosystem. 

CO4 Establish the student as a skilled Salesforce Developer 

2
 Introduction
UNIT 1
• Trailhead Basics
• Trailhead Playground Management
• Salesforce Platform Basics
• CRM for Lightning Experience
• Data Modeling
• Build a Lemonade Stand App
• Picklist Administration
• Formulas Validations
• Data Management
• Reports & Dashboards for Lightning Experience
• Build a Data Model for  Recruiting App
• Trailblazer Community Groups
• Create Reports and Dashboards for Sales
and Marketing Managers 

3
 Salesforce Highlights
 Efficient navigation using global search and related records
 Record layouts that focus on what you can do instead of what you
can view
 User-friendly dashboards with components that span both
columns and rows
 Track all interactions for a constituent in a single place, providing a
360 degree view of the constituent
 Dynamic and easy to navigate list views that let you easily filter
and visualize your data
 Sleek report views that you can filter quickly to see the data that's
most important to you

4
 Salesforce Objects
Salesforce objects are database tables that allow us to store data specific to SFU. Objects are
interconnected, allowing for a 360 degree view of a constituent.
Salesforce Environment Objects

Events Cases Educational Institutions

Constituents Applications Affiliations

Campaigns Opportunities Academic Programs

Campaign Members Event Registration Activities (calls)

Programs Program Enrolment Course Connection

Business Organizations Sports Organizations University Departments

Affiliations Communications Tasks

5
 Integrations (1/2)
Salesforce is integrated with multiple third party applications that push data into Salesforce,
providing you with a robust view of constituent information, all in one place.

Third-Party Description Frequency Manual or

Application Automatic

• Send Campaigner information to Salesforce such as Custom Automatic

Date Sent, Bounced, Date Opened, Bounced reason, Batch
Unsubscribed, etc.

• Constituents who enter their information and indicate Upon Manual

their interests on the Stay in touch area of the Submission
Contact Us page are created/updated as contacts and
campaign members in Salesforce

• Inquiries (cases) will be sent via the connector into On Demand Manual
Salesforce.

• For new contacts, the connector creates a new

Contact in Salesforce

6
 Integrations (2/2)
Third-Party Description Frequency Manual or
Application Automatic

• For inbound calls where callers are identified by a On Demand Manual

preferred phone number, a Salesforce screen will pop
up if that caller exists.

• A phone call recording is sent to Salesforce after the

call is completed on that person’s contact record.

• Event Registration Information to Salesforce Batch - Automatic

Connector

SIMS • New and Active Applicants and Application data will Hourly Automatic
be pushed to Salesforce.
Batch

SERA • New Applicant and Application data will be pushed to Nightly Automatic
Salesforce. Batch

7
 Log In to Salesforce
Your welcome email includes a link to
the SFU Salesforce site.

To log in for the first time:

1. Copy and paste the link provided in
the email into Google Chrome –
this is the preferred browser for
Salesforce.
2. Enter your SFU Computing ID and
Password. Then, click Sign In.
3. Bookmark the link to access
Salesforce quickly in the future.

8
 Log In to Salesforce
1
To log-in from your mobile
device:
1. Download the Salesforce1
application from your
smartphone or tablet’s 2 3 4
application store.
2. Click Use Custom Domain.
3. Copy and Paste the link
provided to you in the
welcome email (remove the
https://), then click
Continue.
4. Enter your SFU Computing ID
and Password, then click
Sign In.

9
 Overview of the Home Page
The Homepage is the landing page that employees see after logging in. Here you will find some
helpful tools. 1
Search Field 3
2
4 Icons
Navigation Bar

The Home Page is a

dashboard – a collection
of reports, that displays
key information relevant
to you.

These reports help you to

identify your tasks,
events, and keep on top
of cases and campaigns.

10
 Global Search
Use the Search field to dynamically look up information in Salesforce across all objects, such as
Contacts, Accounts, Cases, Events, and more.
1
Start a global search by typing
directly in the Search field.

2 Auto-fill suggestions will appear

as you type. Select from the list as
desired or click Enter to see the full
search results.

3 Full search results will appear in

a list on a search results page. Click
the appropriate item to view more
information.

4 You can also filter by object type on the

search results page by clicking on a category in
the left hand menu.

11
 Global Search Field: Tips & Tricks (1/2)
The global search field operates differently than Google search. It takes many factors into
consideration, including prioritizing objects you use the most, and objects most relevant to your
search term. Salesforce breaks down your search query into smaller pieces and searches through
the information in the records, displaying the most relevant results at the top.

Use these helpful tips & tricks to improve the relevance of your results:
1. Limit your search results to one object:

Use key words relevant to

the object in the global
search, such as name or
email address, for example.

Click the drop-down arrow and

select an object to limit results to
that object.

Notice that only Contacts appear

in the search results, as that was
the object selected.

12
 Navigation Bar
The Navigation Bar is available on all pages and provides an efficient and consistent interface to
navigate
1
through various apps and items.
Click the tabs in the Navigation
Bar to access each item.

You can click the pencil icon to

add or edit the objects that
appear in your Navigation Bar.
2

Click the downward

arrow ˅ to access
recent records or
create new records
for that object.

13
 Icons
On the upper-right corner of the homepage,
you will find 5 unique icons:

Icon Name Description

From here, you can create activities, such as a new
Create Menu
task, case, log a call, etc.
Help and
Search through online help and training materials.
Training Menu
This is mostly used for development purposes. This is
where the Data Import Wizard is located, which you
Setup
will learn about in the Trips&Events Management
Course.
Currently you will receive notification via email and
Notifications
will not be using this icon.
From here you can click on your name to change
View Profile
your profile and upload a picture.

14
 Adding Favourites
If there is a page that you use often, such as a dashboard, for example, you can add it as a
favourite. Click the star icon on You can click the down
the page you would like arrow next to the star
to add as a favourite. from anywhere in
Salesforce to access
your favourites list and
navigate to that page.

15
 Update Profile – Information (1/2)
You can update your profile to keep your information current and personable:
1

Click Edit.

16
Update Profile – Information (1/2)
3

Complete or update fields as

needed.

17
 Update Profile – Photo (1/2)
1

Click the camera icon.

2
Select Update Photo
and choose a picture
from your files.

18
Update Profile – Photo (2/2)
3

Move the picture

within the circle until
your face is centered.

Adjust size, as
needed.

19
 Trailhead Basics 

Who Is Trailhead For?

• The short answer is, well, everyone. We have content for every role within an org, and every level
of experience. We even have material for learning outside of Salesforce, such as modules on 
Blockchain Basics and European Union Privacy Law Basics, and a trail to help you Get Started with
iOS App Development.
• We have a variety of trails for a variety of learners, from representatives using Service Cloud to
advanced Salesforce developers to admins at nonprofits who use Salesforce. And because we know
that you're blazing trails all over the world, Trailhead content is available in six languages: English,
German, Japanese, French, Spanish, and Portuguese. To see Trailhead in another language, scroll
down to the footer of any page and choose a language from the dropdown menu.
• Trailhead content blends a variety of content types and approaches to cater to all types of learners,
including:
• Videos
• Code samples
• Walkthroughs
• Screenshots
• Images
• Tables and charts
• Step-by-step instructions
When we create content, we use a set of guiding principles that include:Practical examples and
scenarios Storytelling Casual voice and tone Positivity and Fun
 What’s a Trail?
• The essence of Trailhead is, you guessed it,
trails.
• A trail is an ordered group of modules,
projects, or both that provides a guided
learning path to learning a new skill, product,
or role. Because there are so many things you
can learn on Trailhead, there are lots of trails—
currently more than 100—covering a wide
range of topics
 Trailhead Playground Management
What Is a Trailhead
Playground?

  Trailhead Playground is an
org you can use to complete
hands on challenges, and
try out new features and
customizations. Much like a
real playground, a Trailhead
Playground lets you play
around and make
customizations without
impacting anything else 
Your Playground Has the Playground Starter App

If your playground has the

Playground Starter app,
follow these steps to reset
your password.

Click the Get Your Login

Credentials tab. Here you
can see your Trailhead
Playground username.

Click Reset My Password.
This sends an email to the
address associated with
your username.
Your Playground Doesn’t Have the Playground Starter App
If your playground doesn’t have the Playground Starter app, you can find your Trailhead Playground username and reset
your password in Setup. 
1.Launch your Trailhead Playground by clicking Launch from any hands-on challenge.
2.Click   and select Setup.
3.Enter Users in Quick Find and select Users.
4.Locate your name on the list of users. Check the box next to your name. Take note of the username. This is the username
for your Trailhead Playground.
5.Click Reset Password(s) and OK. This sends an email to the email address associated with your username. Be sure to
check your spam folder if you don't see the email. 
Click the link in the email.
Enter a new password, confirm it, and click Change Password.
Install Apps and Packages in Your Trailhead Playground
What’s an App?
You’re probably comfortable with the idea of app stores. Whether you’re
downloading apps on your phone, tablet, computer, or other device, you have
to download and install apps to make the most of your technology. Salesforce
is the same way.
Salesforce has a community of partners that use the flexibility of the
Salesforce platform to build amazing apps that anyone can use. These apps
are available for installation on AppExchange (some for free, some at a cost).

What’s a Package?
A package is a set of pre-created configurations and developments. At various
points in your Trailhead learning journey, you may need to install a package in
order to complete a challenge or work through the steps in a badge.
Packages allow us to load sample data, custom objects and fields, or just
about anything else into your Trailhead Playground.
Your Playground Has the Playground Starter App
If your playground has the Playground Starter app, follow these steps to install an app or package.
1.Find the package ID starting with 04t and copy it to your clipboard.
2.Click the Install a Package tab.
3.Paste the package ID into the field.
4.Click Install.
Your Playground Doesn’t Have the Playground Starter App

1.Open a new private browsing window. In Chrome,

click File | New Incognito Window. In Safari,
click File | New Private Window. This ensures that
you install the package in your playground, and not
any other org you have open. We wouldn’t want you
to accidentally install a package or app in your
production org.

2. Copy the package installation link and paste it into

your private browsing window.
3. You’ll be prompted to log in. Enter the username
and password of your Trailhead Playground and
click Log In.
4. Select Install for Admins Only, then click Install.
5.If you see a pop-up asking you to approve third-
party access, select Yes, grant access to these third-
party websites and click Continue.
 Salesforce Platform Basics
1. Get Started with the Salesforce Platform
2. Discover Use Cases for the Platform
3. Understand the Salesforce Architecture
4. Navigate Setup
5. Power Up with AppExchange
 Get Started with the Salesforce Platform
You might think that Salesforce is just a CRM. It stores your customer data, gives you
processes to nurture prospective customers, and provides ways to collaborate with
people you work with. And it does all those things.
But saying that Salesforce is “just a CRM” is like saying a house is just a kitchen. There’s a
lot more to it than that.
Salesforce comes with a lot of standard functionality, or out-of-the-box products and
features that you can use to run your business.
 Object is one of many important terms you’ll learn as you get to know Salesforce.
First, it’s important to understand what a database is in the context of Salesforce. When
we talk about the database, think of a giant spreadsheet. When you put information into
Salesforce, it gets stored in the database so you can access it again later. It’s stored in a
very specific way so you’re always accessing the information you need.
 Customize the Salesforce Platform to develop custom objects and functionality specific
to your business. What you might not know is that you can do most of this development
without ever writing a line of code.
Developing without code is known as declarative development. With declarative
development, you use forms and drag-and-drop tools to perform powerful customization
tasks. The platform also offers programmatic development, which uses things like
Lightning components, Apex code, and Visualforce pages. But if you’re not a
programmer, you can still build some amazing things on the platform.
 Discover Use Cases for the Platform
Learning Objectives

The platform helps you move fast. Part of that speed comes from replacing tasks you’re used
to doing by hand with more streamlined processes. So let’s pause for a moment to talk about
some ways the Salesforce platform can accelerate your business.
When you’re learning to build on the platform, the first things you want to tackle are projects
that have big impact but are easy to implement. While that sounds idealistic, the platform
gives you lots of opportunities to make big changes with minimal effort.

By creating a single custom object, you can totally change how your organization
collaborates. High impact, low effort. As you start building with the platform, keep your eye
out for processes with:
Heavy email collaboration
Reliance on spreadsheets
Shared local documents
Time-intensive, repetitive manual steps
Impact on only a few departments
Understand the Salesforce Architecture

Salesforce is a cloud company.

Everything we offer resides in the
trusted, multitenant cloud.
The Salesforce platform is the foundation
of our services. It’s powered by
metadata and made up of different
parts, like data services, artificial
intelligence, and robust APIs for
development.
All our apps sit on top of the platform.
Our prebuilt offerings like Sales Cloud
and Marketing Cloud, along with apps
you build using the platform, have
consistent, powerful functionality.
Everything is integrated. Our platform
technologies like Einstein predictive
intelligence and the Lightning framework
for development are built into
everything we offer and everything you
build.
Navigate Setup

Object Manager: Object
Manager is where you can
view and customize standard
and custom objects in your
org.
Setup Menu: The menu gives
you quick links to a collection
of pages that let you do
everything from managing
your users to modifying
security settings.
Main Window: We’re
showing you the Setup home
page, but this is where you
can see whatever it is you’re
trying to work on.
 Power Up with AppExchange
What Is AppExchange?

You’re probably comfortable with the idea of

app stores.

Whether you’re downloading apps on your

phone, tablet, computer, or other device, you
have to download and install apps to make the
most of your technology.

Salesforce is the same way. Earlier, we

mentioned the enterprise ecosystem.

Salesforce has a community of partners that use

the flexibility of the Salesforce platform to build
amazing apps and other solutions that anyone
can use.

These offerings are available (some for free,

some at a cost) for installation on AppExchange.
 CRM for Lightning Experience 

CRM stands for Customer

Relationship Management.
This technology allows you to
manage relationships with your
customers and prospects and
track data related to all of your
interactions.
It also helps teams collaborate,
both internally and externally,
gather insights from social
media, track important metrics,
and communicate via email,
phone, social, and other
channels.
In Salesforce, all of this
information is stored securely in
the cloud. Let's take a closer
look at how that works, using an
example you might be familiar
with—a spreadsheet.
 Salesforce Standard and Custom Objects

Accounts
Accounts are the companies you’re doing business with. You can also do business with
individual people (like solo contractors) using something called Person Accounts.

Contacts
Contacts are the people who work at an Account.

Leads
Leads are potential prospects. You haven’t yet qualified that they are ready to buy or what
product they need. You don’t have to use Leads, but they can be helpful if you have
team selling, or if you have different sales processes for prospects and qualified
buyers.

Opportunities
Opportunities are qualified leads that you’ve converted. When you convert the Lead, you
create an Account and Contact along with the Opportunity.
 Navigate Setup
Let’s take a look at some of the basic navigation features in Salesforce, starting with the
navigation bar. Think of the navigation bar as a container for a set of items and functionality.
It’s always there, but the items within it change to represent the app you’re using.
 The app name displays on the left side of the navigation bar (1), and custom colors and
branding (2) make each app unique and easy to identify.
 You can access other items and apps by clicking the App Launcher icon (3) or the app
name.
 You can create records and access recent records and lists directly from the navigation
bar (4) for certain items like Opportunities.
Items and Apps for Efficient
Navigation

Let’s set sail on a quick navigation

tour to see how you and your users
can drill into a standard or custom
object from the navigation bar. Just
click on the item (for example,
Opportunities) to view the item home
screen.

If you don’t see the item you’re

looking for in the navigation bar, or if
you want to open a different app,
click the App Launcher icon.
All Apps shows your custom, standard, Lightning Experience, and connected apps in one place. Your
admin chooses which third-party apps to connect with Salesforce, such as Gmail, Google Drive, and
Office 365. (1)
All Items shows the home page, the feed, tasks, events, objects, custom tab types, and more. These
items are independent of the app that shows up on the navigation bar. (2)
You can search for apps, objects, and other resources by name in the Search apps and items box. (3)
Authorized users can go directly to the AppExchange in one click, without leaving Lightning Experience.
(4)
Quick Find in Setup (1) is your power tool for
getting where you need to go. Type in the
Quick Find box to search for pages in the
Setup menu. You can also navigate through
the Setup menu and find Setup tools based on
logical categories. If you’re looking for
standard and custom objects, you can find
those in the Object Manager (5).

The Create menu (2) in the upper right corner

appears on every page in setup. It provides
quick access to create items that are common
in your organization. With the quick create
button you can:Create a new user,Create
multiple users at once,Create a new custom
object,Create a new custom tab,Create an
email template,Create a workflow process

The carousel (3) on the Setup home page

contains useful tools so you can quickly and
easily do things like:Open the Object Manager
and customize records, fields, and layouts

he most recently used list (4) shows your most

recently used records or customization
features in setup. You can quickly link back to
what you were working on with a single click.
 Five Things You Shouldn’t Miss in Setup
Setup (at the top level) •Your one stop for customizations
•Learn best practices
•Make magic happen in your organization

Object Manager •All standard and custom objects live in the Object
Manager
•All objects now have a standard detail page that stays
visible while you drill into related lists
•Infinite scroll on all objects’ related lists

Create Menu •On every page in Setup

•Quick access to perform common tasks
•Quickly navigate to administrative creation pages without
having to navigate the Setup tree

App Menu •Customization node in the Setup Tree

•Use this to:
• Reorder Apps in the App Launcher
• Make apps visible or invisible in the App Launcher

View Release Notes •Links to the most recent version of the release notes
•Great point of reference for new and existing features
 Data Modeling
Salesforce supports several different types of objects. There are standard objects, custom
objects, external objects, platform events, and BigObjects. In this module, we focus on the
two most common types of objects: standard and custom.

Standard objects are objects that are included with Salesforce. Common business objects like
Account, Contact, Lead, and Opportunity are all standard objects.

Custom objects are objects that you create to store information that’s specific to your company
or industry. For DreamHouse, D’Angelo wants to build a custom Property object that stores
information about the homes his company is selling.
Objects are containers for your information, but they also give you special functionality. For
example, when you create a custom object, the platform automatically builds things like the
page layout for the user interface
Create a Custom Object
Click the arrow next to Launch and select Create a Trailhead Playground. Don’t skip this step!
You need to use a fresh and clean Trailhead Playground for this module.
Once your playground is created (it takes a minute!), press Launch.
Click the gear icon  at the top of the page and launch setup.
Click the Object Manager tab.
Click Create | Custom Object in the top-right corner.
For Label, enter Property. Notice that the Object Name and Record Name fields auto-fill.
For Plural Label, enter Properties.
Check the box for Launch New Custom Tab Wizard after saving this custom object.
Leave the rest of the values as default and click Save.
On the New Custom Object Tab page, click the Tab Style field and select a style you like. The
style sets the icon to display in the UI for the object.
Click Next, Next, and Save.
Create a Custom Field
The Property object we just created is pretty bare-bones. Let’s add some custom fields
to it. Head back to your Trailhead Playground.
From Setup, go to Object Manager | Property.
In the sidebar, click Fields & Relationships. Notice that there are already some fields
there. There’s a name field and some of the system fields we talked about earlier.
Click New in the top right.
For data type, select Currency.
Click Next.
Fill out the following:
Field Label: Price
Description: The listed sale price of the home.
Check the Required box.
Click Next, Next again, and then Save.
Create a Record
Let’s create a property record
to see what you did.
From the App Launcher ( in the
navigation bar), find and
select Sales.
Click the Properties tab in the
navigation bar. If you don’t see
it, look under
the More dropdown.
Click New in the top corner.
Enter a name and price for the
property and click Save.
 Create Object Relationships
What Are Object Relationships?
Now that we’re comfortable with objects and
fields, it’s time to take things to the next level
with object relationships. Object relationships
are a special field type that connects two
objects together.
Let’s think about a standard object like Account.
If a sales rep opens an account, they’ve
probably been talking to a few people at that
account’s company. They’ve probably made
contacts like executives or IT managers and
stored those contacts’ information in
Salesforce.
It makes sense, then, that there should be a
relationship between the Account object and
the Contact object. And there is!
When you look at an account record in
Salesforce, you can see that there’s a section for
contacts on the Related tab. You can also see
that there’s a button that lets you quickly add a
contact to an account.
There are two main types of object relationships: lookup and master-detail.
Lookup Relationships
In our Account to Contact example above, the relationship between the two objects
is a lookup relationship. A lookup relationship essentially links two objects together
so that you can “look up” one object from the related items on another object.
Lookup relationships can be one-to-one or one-to-many. The Account to Contact
relationship is one-to-many because a single account can have many related
contacts. For our DreamHouse scenario, you could create a one-to-one relationship
between the Property object and a Home Seller object.
Master-Detail Relationships
While lookup relationships are fairly casual, master-detail relationships are a bit
tighter. In this type of relationship, one object is the master and another is the
detail. The master object controls certain behaviors of the detail object, like who
can view the detail’s data.
For example, let’s say the owner of a property wanted to take their home off the
market. DreamHouse wouldn’t want to keep any offers made on that property. With
a master-detail relationship between Property and Offer, you can delete the
property and all its associated offers from your system.
Create a Lookup Relationship
Work with Schema Builder
Notice that you can drag these objects around the canvas. This doesn’t change
your objects or relationships, but it can help you visualize your data model in a
useful way. Schema Builder is a handy tool for introducing your Salesforce
customizations to a co-worker or explaining the way data flows throughout your
system
Assignment :1
 Build a Lemonade Stand App
1. Make a Business Plan

2. Create the Object Model

3. Make Custom Fields

4. Put It All Together in an App

5. Create a Report with a Report Chart

 Picklist Administration
We have three types of picklists:
Standard
Custom
Custom Multi-Select

And picklist fields can have the following properties:

Restricted
Dependent or Controlling

Values can be defined three ways:

1. Set individual values when you create the picklist. These are specific to a single
picklist field.
2. Use the built-in set of values for the standard picklist fields that come with your
Salesforce org.
3.Create a global value set. A global value set is a custom set of values you create to
share with more than one picklist field.
Manage Your Picklist Values
Active, Inactive, Deleted, and Replaced Values
In the Values related list on the detail page, you can edit, delete, or deactivate individual
values.

Active values appear as an option in a picklist. Inactive values don’t, but they’re not entirely
removed from your org.
When is this helpful? Think about your delicious pumpkin cookies. They aren’t popular in
summer, so you set that value to inactive all summer. In the fall, customers want pumpkin-
flavored everything, so you start making pumpkin cookies and set the value to active, again.
But sometimes you really no longer need a value. You tried selling spinach cookies.
Surprisingly, these were not a hit with your customers, so you delete that value.
Some important things to know about inactive values:
Existing records containing a value when you set it to Inactive continue to contain the value.
You can reactivate inactive values. This makes it a good alternative to deleting a value entirely.
There is a limit on total combined active and inactive values. If you hit these limits and need
more, you need to delete some values.
Important things to know about deleting/replacing values: Decide whether to replace the
value or leave it blank. If you replace it with a blank value, existing records will not display the
value anymore. To keep the value on existing records, use Deactivate, instead of Del.
Deleting a value in a picklist goes to the background jobs queue. When the job completes, your
picklist is updated and you’re notified by email.
If you replace a parent value in a controlling picklist, the picklist dependency on that value is
lost. After replacing the parent value, re-create the dependency using the new parent value.
To replace a value, create the new value first. Then click Replace to start the process.
Share Values with Global Value Sets
Use the Global Value Set in a Picklist Field

Let’s go back and take a look at the page where you set a custom
picklist’s properties.

In Setup, click the Object Manager tab, and then select the object

to contain the picklist field.
Click Fields & Relationships.
Click New. Select Picklist, and then click Next.
Enter a Field Label.
Keep the default Values option (Use a global value set) and then
choose the global picklist you want to use from the picklist.
Select other field settings as needed and click Next.
Set field-level security for the picklist field, and then click Next.
Choose the page layouts on which to include the picklist field, and
then click Save.
 Formulas & Validations

Introduction to Formula Fields

You’ve got a lot of data in your organization. Your users need to access and
understand this data at-a-glance without doing a bunch of calculations in their
heads. Enter formula fields, the powerful tool that gives you control of how your
data is displayed.

Let’s say you wanted to take two numeric fields on a record and divide them to
create a percentage. Or perhaps you want to turn a field into a clickable hyperlink
for easy access to important information from a record’s page layout. Maybe you
want to take two dates and calculate the number of days between them. All these
things and more are possible using formula fields.

Let’s look at a specific example. What if you wanted to calculate how many days
are left until an opportunity’s close date. You can create a simple formula field
that automatically calculates that value. By adding the value to the Opportunity
page layout, your users can quickly access this key information. You can also add
this field to reports and list views for instant access.
 Implement Roll-Up Summary Fields
While formula fields calculate values using fields within a single
record, roll-up summary fields calculate values from a set of
related records, such as those in a related list. 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. These
detail records must be directly related to the master through a
master-detail relationship.

You can perform different types of calculations with roll-up

summary fields. You can count the number of detail records
related to a master record, or calculate the sum, minimum value,
or maximum value of a field in the detail records. For example,
you might want:A custom account field that calculates the total
of all related pending opportunities.
A custom order field that sums the unit prices of products that
contain a description you specify.
 Create Validation Rules

Introduction to Validation Rules

Validation rules verify that data entered by users in records meet

the standards you specify before they can save it.
A validation rule can contain a formula or expression that
evaluates the data in one or more fields and returns a value of
“True” or “False.” Validation rules can also include error messages
to display to users when they enter invalid values based on
specified criteria.
Using these rules effectively contributes to quality data. For
example, you can ensure that all phone number fields contain a
specified format or that discounts applied to certain products
never exceed a defined percentage.
 Data Management
Introduction to Data Import
You can easily import external data into Salesforce. Supported data sources
include any program that can save data in the comma delimited text format
(.csv).

Salesforce offers two main methods for importing data.

Data Import Wizard—this tool, accessible through the Setup menu, lets you
import data in common standard objects, such as contacts, leads, accounts, as
well as data in custom objects. It can import up to 50,000 records at a time. It
provides a simple interface to specify the configuration parameters, data
sources, and the field mappings that map the field names in your import file
with the field names in Salesforce.
Data Loader—this is a client application that can import up to five million
records at a time, of any data type, either from files or a database connection. It
can be operated either through the user interface or the command line. In the
latter case, you need to specify data sources, field mappings, and other
parameters via configuration files. This makes it possible to automate the import
process, using API calls.
You can easily export data from Salesforce,
either manually or on an automatic schedule.
The data is exported as a set of comma-
separated values (CSV) files. Data export tools
provide a convenient way to obtain a copy of
your Salesforce data, either for backup or for
importing into a different system.
Salesforce offers two main methods for
exporting data.
Data Export Wizard—an in-browser wizard,
accessible through the Setup menu. It allows
you to export data manually once every 7 days
(for weekly export) or 29 days (for monthly
export). You can also export data automatically
at weekly or monthly intervals. Weekly exports
are available in Enterprise, Performance, and
Unlimited Editions. In Professional Edition and
Developer Edition, you can generate backup
files only every 29 days, or automatically at
monthly intervals only.
Data Loader—a client application that you
must install separately. It can be operated
either through the user interface or the
command line. The latter option is useful if you
want to automate the export process, or use
Reports & Dashboards for Lightning Experience

Introduction to Reports and Dashboards

Your business has questions. Your Salesforce data has the

answers. When you get asked to build a report, the request
typically comes in the form of a question. The question might
be something like:
Which products are my top sellers?
Who are my highest value prospects?
Which marketing campaigns have been the most successful?
How satisfied are my customers?
Before building a report, the trick is to take that question, ask
follow-up questions, write requirements, and then map those
requirements to report criteria.
What is a report?
In its simplest form, a report is a list of records (like opportunities or accounts) that
meet the criteria you define. But reports are much more than simple lists. To get the
data you need, you can filter, group, and do math on records. You can even display
them graphically in a chart!
When Sita asked Maria which products are top sellers, Maria created a report that
returned a list of all opportunities with products. Then, she:
Filtered to show only Closed Won opportunities for “active” products from this
financial year.
Grouped by product family.
Summed the total number sold.
Displayed the results in a vertical bar chart, so Sita could easily see the results.
This sort of advanced analysis is one reason why reports are Maria’s go-to tool when
she has questions about her business. Everyone at Ursa Major Solar loves Maria’s
reports!
Every report is stored in a folder. Report folders determine how reports are accessed,
and who can access them to view, edit, or manage. Folders can be public, hidden, or
shared. You control who has access to the contents of the folder based on roles,
permissions, public groups, territories, and license types. You can make a folder
available to your entire organization, or make it private so that only the owner has
access.
What is a dashboard?
A dashboard is a visual display of key metrics and trends for records in your org. The
relationship between a dashboard component and report is 1:1; for each dashboard
component, there is a single source report. However, you can use the same report in multiple
dashboard components on a single dashboard (for example, use the same report in both a
bar chart and pie chart). You can display multiple dashboard components on a single
dashboard page, creating a powerful visual display and a way to consume multiple reports
that often have a common theme, like sales performance or customer support.
Like reports, dashboards are stored in folders, which control who has access. If you have
access to a folder, you can view its dashboards. However, to view the dashboard components,
you need access to the underlying reports as well.
Each dashboard has a running user, whose security settings determine which data to display
in a dashboard. If the running user is a specific user, all dashboard viewers see data based on
the security settings of that user—regardless of their own personal security settings. For this
reason, you’ll want to choose the running user wisely, so as not to open up too much
visibility. For example, set the sales manager as the running user for a leaderboard for her
team. This allows her team members to view the leaderboard for their individual team, but
not other teams.
Dynamic dashboards are dashboards for which the running user is always the logged-in user.
This way, each user sees the dashboard according to his or her own access level. If you’re
concerned about too much access, dynamic dashboards might be the way to go.
Choosing the right report type is one of the
most important steps in building a report.
When you pick a report type, you’re picking
the records and fields you’ll be able to see in
your report. At this point, let’s press the pause
button and make sure you understand how
report types are structured.
Each report type has a primary object
relationship and a field layout.
The object relationship determines which
records the report type includes. Objects are
standard or custom Salesforce entities, like
opportunities, accounts, and products. Each
object relationship specifies a primary object,
like opportunities, and optionally one or more
related objects. If you specify only a primary
object, your report type includes only records
for that object. If you also specify a related
object, like products, then your report type
includes primary objects with (or without,
depending on configuration) related objects.
For example, the report type Opportunities
with Products includes opportunity records
that have at least one related product record. If
you add a related object, here’s how you can
Format Reports
Tabular Reports
Tabular reports are the simplest and fastest way to look at your data. Similar to a
spreadsheet, they consist simply of an ordered set of fields in columns, with each
matching record listed in a row. They're often best used for tasks like generating a
mailing list. When Lincoln asked Maria for a report of all open opportunities, Maria
knew that a tabular report would fit the bill.
Summary Reports
Summary reports are similar to tabular reports, but also allow you to group rows of
data, view subtotals, and create charts. Summary reports give us many more options
for organizing the data, and are great for use in dashboards. Yes!
Summary reports are the workhorses of reporting—most people find that most of
their reports tend to be of this format.
Roberto Alvarez, COO of Ursa Major Solar, wants to review all open customer support
cases, grouped by priority. Maria can help Roberto by building a summary report.
Matrix Reports
Matrix reports allow you to group records both by row and by column. These reports
are the most time-consuming to set up, but they also provide the most detailed view
of our data.
So why would you want to use a matrix report? If you’re looking for an at-a-glance
overview of data, especially for something like totals of revenue or quantity of
products sold, then the matrix report format is for you.
Let’s build a matrix report. Sita, the CEO, is planning for the coming year and wants to
know revenue trends, month over month.
Visualize Your Data with the Lightning
Dashboard Builder
Dashboard Builder
Meet the dashboard builder, your way to
visualize your data for easy consumption
at-a-glance. Launch the dashboard builder
from the Dashboards tab by clicking New
Dashboard. Enter a name for your
dashboard and click Create.
Insert a component onto your dashboard by
clicking + Component, or add a filter by
clicking + Filter [1]. When prompted,
select a report and chart type for your new
component, or a field and criteria for a
filter. Each component shows data from
one report. After you’ve added a
component, click it to resize it, delete it, or
change its data-supplying source report [2].
Position your components by dragging and
dropping them [3]. A responsive grid
layout supports components of different
sizes in diverse arrangements [4].
 Extend Your Reporting Strategy with AppExchange

Install an App from AppExchange

When you’re building a report or dashboard, a common strategy is to copy an existing report and modify it to meet your
needs. But where do you get sample reports and dashboards to modify? Maria, the admin over at Ursa Major Solar, looks no
further than AppExchange!

On AppExchange, there are sample report and dashboard packages available from Salesforce Labs. These can be
downloaded and installed into your sandbox or production environment. The packages are free and the reports and
dashboards can all be copied and then modified to suit your specific needs.
Popular topics include:

•Salesforce Adoption Dashboards

•Salesforce CRM Dashboards
•Sales Activity Dashboards
•Clean Your Room! Dashboard
•Service & Support Dashboards
•Knowledge Base Dashboards and Reports
•Salesforce Chatter Dashboards
•Chatter Challenge Dashboard

Whether you’re looking for Sales, Service, Activity, CRM, or adoption-related dashboards, there are sample reports and
dashboards available for you.

Keep in mind that some apps contain tabs, fields, objects, and more. And there are governors and limits in Salesforce, which
your org is subject to. Apps can either be managed or unmanaged, and your overall limits are affected in different ways
depending on which type you choose. When you’re installing any app, keep your limits in mind. You can learn more about
 Trailblazer Community
Find New Ways to Connect
We call our customers Trailblazers because they’re always
looking for innovative ways to maximize Salesforce success in
their organizations and make the world a better place. We love
to help Trailblazers learn, connect, have fun, and give back
together. 

Collaborate with Peers Online

The first step is to engage with our online community, the
Trailblazer Community. If you haven’t already, visit 
trailblazer.salesforce.com. While you're there, sign up to find
answers to Salesforce questions and join topic-based
Collaboration Groups, where you can work with colleagues,
peers, and Salesforce employees.
 Trailblazer Community Groups 

Job Role Community Groups

Role-based groups are all about helping professionals within a
core customer segment connect and share best practices for
their specific job functions—like Salesforce Admins, Salesforce
Developers, Marketers, and Students.
Administrator Groups: Share best practices to deliver
productivity and innovation with Salesforce, from managing
users to building custom apps with clicks.
Developer Groups: Share ideas and best practices for building
smart and fast apps on the Salesforce platform.
Salesforce Student Groups: Learn about Salesforce technology,
meet Salesforce leaders, and start building your career in the
Salesforce ecosystem.
Marketers Groups (B2B and B2C): Discuss best practices for
communications, campaigns, marketing technology, and more.
Industry Community Groups 
In Industry Groups, customers from diverse
roles and backgrounds within the same
industry come together to share best practices
related to their customers' expectations,
industry regulations, and competitive
environments. Examples of industries
represented include:
Communications
Consumer Goods
Financial Services
Government
Healthcare Life Sciences
Insurance
Media
Nonprofit
Retail
Travel & Hospitality
 Get Inspired by Salesforce MVPs
The Trailblazer Community also helps you connect with Salesforce MVPs, a
group of experienced Trailblazers with exceptional product expertise and a
talent for enthusiastically helping out other customers.

Build Your Network with Community Groups and Conferences

There are Community Groups all over the place, for all kinds of Salesforce
users. These groups are led by customer volunteers and meet regularly to
learn together. Discover groups and join upcoming meetings in your area at 
 trailblazercommunitygroups.com. You can also attend 
Community Conferences—created by and for the community—to get
immersed in Salesforce best practices, inspiring thought leadership, and
awesome networking.

Connect to Opportunity from Mentorship to Employment

We also have resources focused on students and job seekers. If you’re a
student, find a mentor and access resources on Salesforce Student Programs.
If you’re new to Salesforce or looking for a career change, explore the
resources on Trailblazer Connect.
 What is a Student Group?
Student Groups help future Trailblazers skill up on Salesforce
and learn how to build their careers in the Salesforce
ecosystem. Student Group meetings, hosted at least once per
semester, help group members:
Learn new technical or business skills to help build their resume.
Support each other while earning badges with Trailhead.
Get career advice and find mentors within Salesforce and the
Trailblazer Community.
Ask questions about working in the Salesforce ecosystem.
Build their professional network to help find jobs.
Who Can Lead a Student Group? 
Any student, staff member, or faculty member at an accredited college or university is eligible
to apply to start a Salesforce Student Group. Go to the  Student Groups page in the Trailblazer
Community and look for your school. If you don't see your school listed, why not a blaze your
own trail and create a Student Group at your school? Some things to consider before starting
a Salesforce Student Group:

Have you verified the group you want to start doesn’t already exist? You can find out by
searching on the  Student Groups page.
Is there a staff or faculty member willing to support you and your group on-campus?
Do you know students who are interested in learning about careers using Salesforce skills?
Can you commit to hosting at least one meeting per semester?
Do you know other students who are willing to help run the group?
If you caught yourself responding,“Yes!” as you read those questions, it's a good indicator
that you could apply to start a Salesforce Student Group. In that case, head over to the 
Salesforce Student Programs page to get started with the self-nomination. Just click Start a
Group under the Students Group section. You will be taken to a form that you’ll want to fill
out with as much information as possible. 
How Can You Help Student Groups?  
We welcome anyone in the Trailblazer Community to help out Student Groups, whether
it’s offering to mentor students, speaking at their events, inviting students to participate
in your own Community Group, or planning for student activities at Trailblazer
Community Conferences. 

If you’re interested in helping, we suggest perusing the community to see a catalogue of

all the groups. Head over to the Salesforce Student Programs page and click Find a
Group. 

If a Student Group already exists, we suggest you join their Chatter Group in the
Trailblazer Community and post in the group with an introduction and your offer to
support the group. You can also tag the Chatter Group managers to get their attention.
Remember you can find the Chatter Group managers under member details. 
If a Student Group doesn’t already exist, fill out the form to volunteer to help a student
group. Your contact information will be saved, and if a Student Group forms at the school
you’re interested in helping, you’ll be notified by a member of the Trailblazer Community
Team.  
 Discover Community Conferences

Community Conferences at a Glance

Trailblazer Community Conferences are an opportunity to learn from
peers, build your network, and get inspired to be your best at 1-2
day conferences. Community Conferences are solely organized and
hosted by customers like you; from the venue to the content to the
speakers, every single aspect of these conferences are organized
with the local community in mind. 
What can you learn at Community Conferences? Content is typically
a mix of technical knowledge and soft skills. And while some
conferences focus on a specific role, others span admin, developer,
business user, and executive learning topics. In some cases, the
content is delivered in the region’s native language. 
Community Conferences aren’t just for learning; they also include
opportunities to have fun or give back. Many of them incorporate
networking and exciting fundraising activities, such as surfing, skiing,
dinners, and parties.
The Force Behind Community Conferences
The first Trailblazer Community Conference took place in Chicago,
Illinois. Eric Dreshfield, a Salesforce MVP and Community Group Leader,
had a dream to bring Dreamforce close to home by building a “super
Community Group” with speakers, content, and networking to Chicago.
His dream, Midwest Dreamin’, was first realized in 2011 and has since
inspired an incredible movement. There are now more than 30
Community Conferences around the world, ranging from 100 to more
than 1,500 attendees.
Community Conference teams are often made up of 5-10 Community
Group Leaders, Salesforce MVPs, and passionate community members.
These teams work together to do everything from picking locations to
gathering content and securing sponsors. This is a labor of love on top of
their careers, family lives, and ongoing community contributions.
Without fail, they all say it’s more than worth it to see Trailblazers in
their community succeed together. 
Assignment 2 &3
Create Reports and Dashboards for Sales and Marketing Managers

1. Create Report and Dashboard Folders

2. Create a Simple Custom Report
3. Filter Your Reports
4. Group and Categorize Your Data
5. Use Summary Formulas in Your Reports
6. Manage Reported Data
7. Visualize Your Data
 Build a Data Model for a Recruiting App

1. Create a Custom Object for Reviews

2. Create a Custom Object for Job Posting Sites
3. Create a Custom Junction Object for Job
Postings
4. Create a Self Relationship with the Position
Object
5. Create Custom Recruiting Fields