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Salesforce Admin
Salesforce Admin
Salesforce Admin
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Document:
1. Document is a standard object.
2. this object contains files,pdf, images, ect...
3.
3rd video:
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Objects:
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1.object is nothing but a table.
2. any data we want to store in salesforce, will be saved to object.
3.there are two types of objects
a.standard objects
b.custom objects
4. standard object:
a. any object created by the salesforce to meet the global CRM requirements is
called standard objects.
b.standard objects cann't be deleted, they can only be customized.
c. example:
Account, contact, document, user, profile....
5. custom objects:
a.object which are created by user according to his organizational needs are
called custom object.
b. all custom objects will have'_ _ c' after the object name.
c. custom objects can be modified and deleted as per organizational needs.
example:
customer__c, loan__c, payment__c.
6. objects will fall under model part of MVC(model view controller)
7. every object will have three character unique id, based on this salesforce will
recognize the object.
object id
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Account 001
contact 003
user 005
8. we can create custom objects in three ways
a. standard object navigation
b.schema builder
c.metadata soap api webservices(webservice program)
Name field:
two data types:
autonumber
text
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4th class
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a.salesforce by default creates 15 characters unique id for every record
b. it is case sentive id.
c. three more additional characters are added to 15 character to make it case
insentive.
d. we use 18 character id to refer to the refcord
e.first three character in the id will refer to object.
f.
last four characters will refer to record.
Is deleted:
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a.it is a boolen value
b.when record is deleted, value of this filed is set as true.
c.note: any record deleted from the object, will not be deleted permanently.
it will stay in the object for next 15 days, the it will be deleted from
database.
createddate:
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it will store date time when the record was created.
lastmodifieddate:
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it will store date and time when the record
custom fields:
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fields created by the user are called custom fields.
these fields can be modified or deleted as per your requirement.
data type of custom fields.
a.text:
format: alphanumeric
maxlenght: 255 characters
single/multiple: single.
b. textarea:
format : alphanumeric.
maxlenght: 255 characters
single/multiple: multiple lines
c. textarea(long)
format : alphanumeric
maxleght : 1,31,072
default lnght: 32,768
minimum: 256
textarea(rich)
format formated data
maxlength 1,31072 characters
default lnght: 32,768
e.checkbox:
format :boolen true /false
currency :
format : currency values
maxlenght :18 characters(length of integer+ lenght of decimal)
g.date :
format: this will storev date value in the form yyyy-mm-dd
h.number:
format : this will store numerical value, decimal,integer
maxlenght :18 characters(length of integer+ lenght of decimal)
Note: if you create fields in schema builder will not added to the UI.
multiselect picklist:
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how many options we select at a time?
ANS: more than one option at a time max 100 options
Picklist set:
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a.if you want to have same set of options on multiple fields then will create those
options as picklist set.
b. steps to create
setup
|---build
|---create
|-----picklist set
|enter the options
Field Dependency:
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a.if the value of the field controlls the value of another field, we called as
field dependency.
b.controlling field can be checkbox or picklist field
Note:in case if you choose picklist as a controlloing field.
then it cannot have more than 300 options
c.Dependency field:
Note: This field can be picklist field or multi-select picklist field.