Professional Documents
Culture Documents
Sample Project Practise
Sample Project Practise
CapitalInfo
HRManager
Admin
Profiles
Profiles License
Users
UserName License
Your Nmae Salesforce
Wilson Salesforce
Divay Salesforce paltform
Kavya Salesforce Platform
Faraz Salesforce Platform
HRExecutive
Reception
Yes yes
Salesforce Platform No No
Salesforce Platform No No
Salesforce Platform No No
Role Profile
CEO System Admin
Admin CapitalAmin
HRManager HRManager
HRExecutive HRExecutive
Reception Reception
Manage Profliles Mange Users Customize Application
No No yes
No No No
No No No
No No No
Lead : Enquiry
Field Label Field Name DataType
Last Name LastName Text
FirstName FirstName Text
Company Company Text
Phone Phone Phone
Mobile Mobile Phone
Email Email Email
Course Type CourseType PickList
Course Course PickList
LeadSource LeadSource PickList
Qualification Quaification PickList
Passout Passout PickList
Status Status PickList
3. Create a PageLayout :
Name New Enquiry Layout
Column1
FirstName
Phone
Course
LeadSource
Email
4. Create a minipagelayout ;
Fields LastName
FirstName
Phone
Course
Status
5. Validations
1. Rule : When New Lead is created with Course
Workflow
1 . When ever new enquiry is created send them the confirmation
3. When ever a new enquiry is created for fasttrack assign the task
HRManager Yes No
HRExecutive Yes No
Blank NotBlank
0 10
0 10
0 10
an 20 give 5 star
an 10 give 4 stat
Column2
LastName
Mobile
Course Type
Status
Mobile
Open Activities
Activity History
yes No Yes
Noo No Yes
Yes No No
Write
No
No
No
No
Modify All
Yes
NO
No
Field Name Field Label DataType
Name Name Text
Student PageLayout
Column1 Column2
Name Phone
Qualificaiton Email
Faculty Layout
Column1 Column2
Name Phone
Qualiication Email
Course Course Type
Salary Status
Owner CreatedBy
4
Options Changes Standard/Custom
- ChangeAccount Name to Standard/
Name
Mtech,Btech,MCA,MBA - Custom
- - Standard
- - Standard
Java,Sfdc,Pega - Custom
ClassRoom,Online,FastTrack Custom
- Custom
- - Custom
Active / InActive - Custom
Profiles
All
All
Owner of the record