SALESFORCE NOTES

1. Cloud Computing

2. Relationships

3. Validation Rules

4. Email Templates

5. Workflows

6. Company
Information

7. Data Management

8. Profiles and
Permission sets

9. OWD

10. Sharing Rules

11. Reports and

Dashboards

12. Campaign
Management
13. Governor Limits

Salesforce 14. Process Builder

15. Approval Process

Notes from Siva

16. Queues

17. Actions

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1. Cloud Computing
What is Cloud Computing?

Cloud computing is the delivery of computational services such as storage, servers, database, software,
networking, analytics, intelligence and more over the cloud (internet). It brings the organization faster innovation,
economies of scale, and flexibility in allocating resources. Cloud computation brings down the costs that are
associated with the task of storage and thereby contribute to the development of an organization.

Types of Cloud Computing:

===========================
There are three different types of cloud computing services available, which are a public, private and hybrid
cloud.

1) Public cloud
*****************

It has been provided by the third-party vendors such as Salesforce Amazon web services, Microsoft Azure, etc.
The third-party vendors maintain everything such as servers, storage, hardware, software. Via web browser you
can access and manage your services.

2) Private cloud
*******************

It is a cloud computing service exclusively used by a single organization. Private cloud is defined as a privately-
owned network which contains services and infrastructure required to manage cloud computing services.

3) Hybrid Cloud
******************

It is a combination of public cloud and private cloud and allows them to share data and applications among them.
Hybrid cloud will enable your business with more deployment options, greater flexibility and also allow you to
optimize your business infrastructure, compliance and security.

Types of Cloud Service:

========================

we have three cloud computing services which are IaaS, PaaS and SaaS

Infrastructure as a Service (IaaS):

=======================================

It is a rental type cloud computing infrastructure which includes Server and virtual machine, networks, storage,
operating systems, facilitated by a cloud provider.

Platform as a Service (PaaS):

=====================

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 SALESFORCE NOTES
it is a cloud computing on-demand environment for designing, developing, testing, delivering and maintaining
different applications. It is intended to create a user-friendly platform where a developer can quickly build web
and mobile apps without worrying about the software infrastructure.

Software as a Service (SaaS):

=====================
Saas computing is a method of providing backend services paid on a usage basis. It allows users to write and
deploy code hustle free without depending on underlying infrastructure.

What is CRM?

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.

What is Salesforce:

1) Salesforce is equipped with a wide variety of tools, and you can have a facility here to develop whatever you
want rather than wasting time on building Infrastructure and tools on your own, this could help in saving millions
of dollars and years as well.
2) Salesforce platform is a group of technologies that supports the development of other technologies on top of it.
This platform offers a Sales cloud for CRM, Service Cloud for customer support and a lot of building blocks like
Mobile SDK, Salesforce APIs, etc.
3) Salesforce is famous for three reasons which are,
Fast: It is straightforward and quick enough to deploy when compared to traditional CRM. Traditional CRM
platform takes weeks, months, and even sometimes years to implement.
Easy: Salesforce is very easy and simple to use; it makes the complicated process simple and into user
understandable format.
Effective: Salesforce is highly flexible and easy to customize according to the needs of an organization. It is
perfect and effective to meet the business requirements.
4) Salesforce is operated from the cloud, so it enables your employees to work from anywhere in the world all
they need is an internet connection.
5) Salesforce will allow you to connect with different other 3rd party apps seamlessly. It will enable you to
integrate with many other apps compared to other CRMs.
6) Salesforce is cost effective and affordable by all types of organizations irrespective of mode of operation or
size.

Salesforce CRM is power packed with different cloud products that help in fulfilling all your business needs.

* Salesforce sales cloud

* Salesforce service cloud
* Salesforce marketing cloud
* Salesforce commerce cloud
* Salesforce community cloud
* Salesforce analytics cloud
* Salesforce IoT cloud
* Salesforce Health cloud

Sales Cloud:
==============
* Sales could be one of the modules in salesforce in which entire sales process is being executed, and revenues are
generated.
* It helps organizations in negotiating the deals faster, managing the customer, closing the deals.

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Service Cloud:
===============
* Service cloud will take care of the tasks which are related to customer service and support team.
* It manages customer-related services such as call center, knowledge base, live conversations, assistance with
products to customers.

Marketing Cloud:
==================
* Salesforce marketing cloud helps in navigating a customer journey on a single platform.
* It provides insights into the marketing conditions and supports the marketing team in delivering the right
messages to the right customer at the right time.
* It automates marketing tasks and creates marketing campaigns to drive user engagement.

Commerce Cloud:
=================
Salesforce commerce cloud creates a better customer experience for the customers.
* It creates a space for customer data integration so that it generates personalized feeds to engage the customers.

Community Cloud:
==================
* If you want to engage with your customers, employees, and partners, then there is a requirement for the social
platform to pass the information on a timely basis.
* Salesforce community cloud will fulfil this gap and facilitates a great platform for effective communication.

Analytics Cloud:
====================
* Salesforce analytics cloud is also called as Salesforce wave analytics, which is a business intelligence tool
optimized for mobile access and to present the large volumes of data into user understandable format.
* Analytics cloud is designed to integrate with all other platforms of salesforce such as sales cloud, marketing
cloud, service cloud, to access data from all these platforms to perform analytics.

IoT Cloud:
===========
* If your organization needs to store and process the Internet of Things (IoT) data, then you need an effective
cloud platform.
* Salesforce is one of the powerful cloud IoT platforms to store the massive amounts of data that is continuously
generated by different devices, such as applications, websites, sensors, patterns and customers.

Health Cloud:
==============
* If you are into Health IT organization and need to manage the health-related data such as patient prescription,
health records, doctor-patient relationship data, then you probably in need of salesforce health cloud which will
take care of everything.
* It is specially designed to store and organize the patient information to provide the best health assistance.

Environment:
=============
1. Environment is nothing but instance of force.com
2. Environments are classified into three types
a. Production Environment
b. Developers Environment
c. Testers Environment.

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Production Environment:
=======================
a. It is an instance of force.com
b. This will contain the live data or the data required to run business logics.

Developer Environment:
=====================
a. It is an instance of force.com
b. On this environment we can perform all the development activities without Disturbing the production
environment.

Testers Environment:
======================
a. It is an instance of force.com
b. On this environment we can perform all the testing operations without Effecting the production
environment.

Sandbox:
==========
a. It is an instance of force.com
b. It is an identical copy of productions Metadata or Metadata and data.
c. It is designed for development, testing and training activities.
d. Sandboxes are classified into four types
1. Developer Sandbox
2. Developer Pro sandbox
3. Particle Copy Sandbox
4. Full Sandbox

Developer Sandbox:
====================
a. It is an instance of force.com
b. It is an identical copy of production's metadata.
c. This sandbox is designed for development activities by individual developer.
d. Data Size : 200 MB
e. File Size : 200 MB
f. Refresh Interval : 1 time in a day.
g. Actions : Development, Unit Testing by individual developer.

Developer Pro Sandbox:

======================
a. It is an instance of force.com
b. It is an identical copy of production's metadata
c. It is designed for development and Testing by Group of group of developers
d. Data Size : 1 GB
e. File Size : 1 GB
f. Refresh Interval : 1 time in a day.
g. Actions : Development, Testing, Integration Testing

Note: This is also called as QA (Quality Assurance) Environment

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Partial Copy Sandbox:
=================
a. It is an instance of force.com
b. It is an identical copy of Production's Metadata and sample data.
c. This environment is designed for testing activities by group of testers.
d. Sample data of 10,000 records per table can take from production.
e. Data Size : 5 GB
f. File Size : 5 GB
g. Refresh Interval : 1 time in every 5 days.
h. Actions : All types of testing, except load testing and performance testing.

Note: This is also called as UAT (User Acceptance Testing) Environment.

Note: This environment is also used for training

Full Sandbox:
=============
a. It is an instance of Force.com
b. It is an identical copy of production's Metadata and complete data
c. This environment is designed for testing activities by a group of testers.
d. Data size : Exact Size of Production.
e. File Size : Exact Size of Production.
f. Refresh Interval : 1 time in every 29 days.
g. Actions : All types of testing activities including Load Testing and
performance testing.

Note: This environment is called Staging Environment.

Refresh: Taking the fresh copy of production into sandbox

Deployment: Migrating the metadata changes from sandbox to production is called Deployment.

Editions:
=========
1. Editions will specify which set of features are offered by the salesforce on your environment.
2. Editions are going to change from cloud to cloud
3. Sales Cloud and Service Cloud:
a. Lightning Essentials:
1. This edition is designed for those organizations who need access to basic CRM application.
2. Maximum of 5 users can login.
b. Lightning Professional:
1. This edition is designed for those organizations who need complete CRM application for any number of
users.
2. On this edition we will not have access to Apex programming.
3. We get complete access on Declarative Development.
c. Lightning Enterprise:
1. This edition is designed for those organizations who need access to complete CRM with both
declarative and programmatically access.
2. Any number of users can work on it.
3. This is most popular edition.

d. Lightning Unlimited:
1. This edition is designed for those organizations who need access to complete CRM application with
both declarative and programmatically access.

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 SALESFORCE NOTES
2. Any number of users can work on it.
3. These editions will get 24/7 Customer support
4. Development Support
5. Online Training.
6. 100+ Admin options

Developing without code is known as declarative development. The platform also offers programmatic
development, which uses things like Lightning components, Apex code, and Visualforce pages.

Note: We can take combination of sale cloud +Service Cloud.

* Force.com, allows admins and developers to create websites and applications into the main Salesforce.com
application.
* AppExchange is an online application marketplace for third-party applications that run on the Force.com
platform.
* Heroku Enterprise gives developers the flexibility to create apps using their preferred languages and tools.
* Salesforce Thunder is big data and rules processing engine designed to analyze events and take personalized
actions.

License:
========
1) License in the salesforce will specify what set of base features are offered by the salesforce to the user.
2) Every user, who want to login to the salesforce need one license.

Commonly used licenses are -

1. Salesforce License:
This license is designed for those users, who need access to complete CRM and Force.com

2. Salesforce Platform License:

a. This license is designed for those users who need complete access force.com only.
b. Users with license cannot work with CRM applications.

Creating Free Developer Account:

================================
Salesforce provides a Free Developer Account, which can be accessible lifelong. And which provides the same
features like the "Unlimited Edition".

Creating the Salesforce account involves the below 2 steps.

Step 1: We need to Create the Account by filling up the Registration Form.

1. Launch the URL https://developer.salesforce.com/signup

2. Enter the details in the form.
First Name:
Last Name:
Email ID: Valid Email ID
Enter your Company Name:
Select your Designation:
(Administrator / Developer / IT Manager / Architect)
Select your Country Name from the Picklist.
Enter the Postal Code:
Enter the UserName: In email id format.

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 SALESFORCE NOTES
3. Click on "Sign Me Up" button.

Observation:
As soon as the details has been received by the salesforce server, it will create a New
Organization inside the associated Region's available server.
And the Account activation link will be sending to the specified email id.

Step 2: Activate the Salesforce Account.

1. Login into the "Email Application".

2. Open the New Email received from the Salesforce.com
3. Click on "Verify Account" button.
4. Enter the Password, Confirm Password, Security Question, and the Answer.
5. Click on "Change Password" button.

Observation:
It will activate the Salesforce Account and will re-direct the user to the salesforce account.

Login into the Salesforce Account:

==================================

1. Launch the URL: https://login.salesforce.com

2. Enter your User Name.
3. Enter the Password.
4. Click on "Login" button.

MVC (Model View Controller):

===========================
Model: The model is your Salesforce data objects, fields and relationships. It constitutes of standard (Account,
Opportunity, etc.) and custom objects (objects you create).

View: The view represents the presentation of the data i.e the user interface. In Salesforce, the view constitutes of
the visualforce pages, components, page layouts and tabs.

Controller: The controller is the building block of the actual application logic. You can perform actions whenever
the user interacts with visualforce.

Global Search:
===================
The Salesforce global search bar appears at the top of every page. Use this area to search across any object in
Salesforce. It is best practice to search for a record before creating a new one to avoid duplicate data.
-> Use an asterisk (*) to find records that match at the middle or end of your search, and
-> use a question mark (?) to find records that match only one character at the middle or end of your search.

What is OID?
Organization Id: Salesforce by default creates 15 character UniqueId for Every instance of force.com.
This 15-character Id is called organization Id.
Based on this Id salesforce will recognize instance of force.com.

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.

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 SALESFORCE NOTES
Main Window: Weíre showing you the Setup home page, but this is where you can see whatever it is youíre
trying to work on.

Company Information:
====================
This will have basic details about the organization like Communication details, Organization ID, Edition,
Instance, License, Time Zone, Currency format.....

1) Time zone: This will specify the time zone which your company is following for business.
2) Default Language: This is the language what your company follows for documentation and display on UI.
3) Corporate Currency: This is format of the currency your company is following for representing the currency
values.

Document:
=========
1. It is a standard object.
2. In this object we can store documents, files, images....

Documents are classified into two types

a. Internal Document
b. Externally available Image.

Internal Documents:
===================
a. If you define document as internal, it can be shared with only internal users.
b. Content of this file is not visible directly. We need to open it manually.

Externally available image:

===========================
a. Content of this file is visible directly.
b. This can be shared with internal users and external users.

3. Document files are stored to folder.

4. Salesforce by default created one standard folder with name MyPersonalDocuments"

What is the maximum size of the document we can upload??

ANS: 5 MB

If you want to use this document as logo for your application what are the rules we need to obey??
a. Size of the document should be less than 20KB
b. It should be externally available image.

App:
====
* An app in Salesforce is a set of objects, fields, and other functionality that supports a business process.

They are 2 Types:

1. Standard Application
2. Custom Application

Standard Application:

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 SALESFORCE NOTES
========================

* By default, salesforce provides some applications is Known as Standard Applications.

* In standard Applications we can edit on it but didn't delete the standard applications.

Examples: Sales, Service application, Marketing Application ... etc.

Note:
=======
We can customize the Standard applications based on the need and we can leverage the functionalities.
But, we can't delete the standard applications from the organization.

Custom Application:
=====================

* We create an application as per our business need is known as Custom Application.

* In that application we edit and delete on it.

Examples: Hospital Application, School Management Application .......

Note:
=====
We can customize / leverage the functionalities of the custom applications in future.
And we can remove the custom application from the organization, if it is no longer needed.

Governor Limits:
----------------
1. In Free Developer Edition, we can create max. of 10 Custom Applications.
2. In Unlimited Edition, we can create Unlimited number of custom applications.

Objects:
=========
Objects are tables in the Salesforce database that store a particular kind of information.
1. Standard Objects:
These are the Predefined objects provided by the salesforce by default, which has been created
upon building the Salesforce CRM Application.
Ex: Campaign, Lead, Account, Contact, Opportunity, Case, Solution, Task, Event, Document,
Order, Contract, Feedback, ...., etc.
We can customize the standard objects based on the need. But, we can't delete the standard
objects from the Organization.
Note: Standard Objects are common to all the Organizations.

2. Custom Objects:
As per our business needs we can create their own objects upon customizing the salesforce CRM
Application or upon building the custom applications.

Note:
All the Custom object names will be post-fixed with "__c" (Which represents it is a
Custom Object)

Ex: Position__c, Branch__C, Transaction__C, Client__c, etc.

We can customize / remove the custom objects from the Organization.
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Note: Custom Objects are Organization specific.

Governor Limits:
----------------
1. In Free Developer Edition:
We can create max. of 400 Custom Objects.

2. In Unlimited Edition:
We can create max. of 2,000 custom objects.

We can create a custom object in three ways.

a. Standard Navigation
b. Schema Builder
c. Metadata soap api webservice.

Every Standard and custom object has some standard fields attached to it.

Creating Custom Objects:

========================
Click on "Setup" menu.
1. Go to the "Build" menu in left panel.
2. Click on "Create" and expand it.
3. Click on "Objects" link.
4. Click on "New Custom Object" button.
5. Enter the Object Singular Label (Ex: Student)
6. Enter the Plural Label (Ex: Students)
7. Enter the Description for the object.
8. Goto the "Optional Features Section".
1. Select the checkbox "Allow Reports"
2. Select the checkbox "Allow Activities"
3. Select the checkbox "Track Field History"
4. Select the checkbox "Allow in Chatter Groups".
9. Goto the "Deployment Status" section.
1. In Development
2. Deployed.
10. Goto the "Object Creation" section.
1. Select the checkbox "Add Notes & Attachments Related list".
2. Select the checkbox "Launch a New Custom Tab Wizard After Creating the Custom
Object".
11. Click on "Save" button.
12. Select the Required Tab style by using the "Lookup" icon.
13. Click on "Next" button.
14. Make the Tab to be visible (Default ON) to all profile users.
15. Click on "Next" button.
16. Select the checkbox "Include Tab", to make the tab to be available to all the Applications
inside the organization.
17. Click on "Save" button.

Observation:
Once the object has been created, it will generate all the 3-layers of the application as below.
Ex: Object Name: Student
Table Name: Student__c
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Tab (UI): Students
Business Logic (Class): Student__c

Salesforce provides the below 5 fields for each custom object by default.
1. ID
2. Name
3. Owner
4. Created By
5. Last Modified By

Tabs:
=====
Tab provides a collection of user interfaces to manage the records inside the associated object.
Each Tab is associated with an Object. An object can have only one Tab. (i.e. Object to Tab, we have One-One
association)
Upon creating the object, if the user didn't select the checkbox "Launch a New Custom Tab Wizard After
Creating the Custom Object", then salesforce will provide the Table and the Business Logic.
It won't Provide the Tab for the object.

To create the Tabs inside the salesforce instance, we have to use the below 4 types.
1. Custom Object Tabs
2. Web Tabs
3. Visualforce Page Tabs
4. Lightning Page Tabs.

Creating Custom Object Tabs:

----------------------------
Click on "Setup" menu.
1. Goto the "Build" menu in left panel.
2. Click on "Create" and expand it.
3. Click on "Tabs".
4. Goto the "Custom Object Tabs" section.
5. Click on "New" button, to create a New Tab.
6. Select the Object Name from the Picklist
(Ex: Position)
7. Select the Required Tab Style for the object.
8. Click on "Next" button.
9. Make the Tab to be visible to all profile users by selecting as "Default ON"
10. Click on "Next" button.
11. Select the "Include Tab" checkbox, to make the tab to applicable for all the applications
12. Click on "Save" button.
Observation:
It will create the Tab for the Custom Object, and will add the Tab on the TabBar.

Records:
=========
Records are rows in object database tables. Records are the actual data associated with an object.

Fields:
=======
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* Fields are columns in object database tables. Both standard and custom objects have fields.
* Every field has a data type.
* A data type indicates what kind of information the field stores. Salesforce has a bunch of data types like
currency, date, checkbox, etc.
* We can even add custom fields to both standard and custom objects.
There are seven system fields
a. Id
b. isDeleted
c. CreatedDate
d. CreatedById
e. LastModifiedDate
f. LastModifiedById
g. SystemModStamp

Id:
===
a. Salesforce by default creates 15-character unique Id for every record.
b. This is a like a primary key.
c. Salesforce recognize the record based on this Id.
d. This is a case sensitive.
e. By adding three additional characters they have made it 18 character which is case in-sensitive.
f. First three characters in the Id represent object g. Last Four characters will represent record.

isDeleted :
==========
a. It is a boolean field
b. When we delete a record from the object, value of this field is set as true.
c. Any record that is deleted from the object will be still the database for 15 days
d. after 15 days record will be deleted permanently

CreatedDate:
============
This will store data and time when the record was created.

LastModifiedDate :
===================
This will store the date and time when the record was lastly modified by user manually.

SystemModStamp :
================
This will store the date and time when the record was modified manually or programmatically by a user.

CreatedById :
=============
This will store 18-character id of the user who created this record.

LastModifiedById:
==================
This will store 18-character id of the user who modified this record lastly.
In Salesforce, we think about database tables as objects, we think about columns as fields, and rows as records.
Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact,
Lead, and Opportunity are all standard objects.

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Custom objects are objects that you create to store information thatís specific to your company or industry.

Salesforce provides 2 types of fields.

1. Standard Fields:
These are the Predefined fields given by salesforce for each object by default.
Ex:Id, name, owner, created by, last modified by, etc.
We can change the Label of the Standard field. But, we can't delete the standard fields from the object.
2. Custom Fields:
The Developer / Administrator can create their own application specific fields upon needed.
We can customize / remove the custom fields from the object, if it is no longer needed.

Governor Limits:
----------------
1. In Free Developer Edition:
An object can have max. of 500 Custom Fields.

2. In Unlimited Edition:
An object can have max. of 800 custom fields.

We can list out all the fields inside the object as below.

1. By using Standard Navigation:

Setup --> Build --> Customize

1. Click on Required Object Name and expand it.
(Ex: Accounts)
2. Click on "Fields" link.

2. By using Force.com Quick Access Menu.

Click on the Required Object's Tab Name (Ex: Contacts)

1. Expand the Force.com Quick Access Menu.
2. Click on "View Fields"

3. By using Schema Builder.

Setup --> Build Menu.

1. Click on "Schema Builder" link.
2. Goto the "Left Panel" and Select the Required Object name by using the checkbox.
(Ex: Account)
3. See the Schema/ Structure / Columns of the Object on the Canvas.

Note:
Upon creating the Custom Field, we need to specify the Datatype. Which represents what type of Data the
column can hold.

Salesforce provides the below Datatypes.

=========================================

1. Text:

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It allows us to enter max. of 255 characters length information, which includes Alphanumerical values along
with the special characters also.

2. Text Area:
This datatype allows us to enter the information in multiple lines. Which accepts upto 255 Characters.

3. Text Area Long:

This datatype will allows us to enter the max. of 1,31,072 characters of content in multiple lines.

4. Text Area Rich:

This datatype allows us to enter the max. of 1,31,072 characters of content along with the formatting
options.

5. Email:
This datatype allows us to enter the valid email id to be get resides inside the field.

6. Currency:
This field allows us to enter an 18-digit number along with the Decimal points also.

7. Number:
* This datatype allows to store the numerical values along with the decimal points also.
* It allows us to enter the number, which can have max. of 18-digits.

8. Phone:
This field type allows us to store the Phone number in "US" phone number format by default.

9. URL:
This field type is used to store the website names / URLs. It will display the URL in the form of a
Hyperlink. Upon click on the Hyperlink, it will re-direct the user to the specific application /website.

10. Picklist:
This control is used to populate a set of elements inside the Picklist, and the user can select only one
element from the values.

11. Picklist-Multiselect:
This control is used to select one or more elements from the collection of elements.

12. Text Encrypted:

This field type is used to store the Passwords / Bank A/c Numbers, credit card numbers, Insurance policy
numbers / SSN Numbers, etc. Which will convert the content into encrypted format by using a 128-bit master key
generated by salesforce.

13. Checkbox:
This field type is used to store either "TRUE / FALSE" values inside the column.

14. Date:
This field type allows us to store the Date values by selecting from a Pop-up calendar.

15. Time: (Spring 20)

This datatype allows us to store Time value, either in 12-hours / 24-hours format.

16. DateTime:

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This datatype allows us to store DateTime stamp inside the column.
Ex: CreatedDate, LastmodifiedDate, Deletion Date, etc.

17. GeoLocation:
This field type is used to store both Latitude and Longitude values inside the column.

18. Auto Number

* This datatype allows us to make the column value Auto-Generated. It will generate the values for the
columns based on the format specified by the user.
* Auto-Generated values are Read-Only fields, which can't be editable by the users.

Related List:
-------------
* It describes the list of associated child records with corresponding Parent Record.
* Related Lists will be visible on the "Detailed Page" of the parent record.

2. Relationships
Relationship:
==============
* If we want to establish the connection between two objects we need Relationship.
* A relationship field is a custom field on an object record that contains a link to another record.

Types of Relationship:
=====================

One to One Relationship

One to Many Relationship
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Many to Many relationship

One to One Relationship

========================
* The One to one relationship can be called as Hierarchical relationship.
* It is a special Lookup relationship available only for the user object.
* It is used to create relation between user to user.
* It will create one to one relation between users.
* This can be created only on User object.

setup-> Build-> Customize-> users-> fields-> custom fields & Relationship-> Hierarchical Relationship-> Label
(Regional Manager) -> Save.

same as create one more user relation (Senior Manager)

Once we create on 2 users then

setup-> Administer-> manage Users-> choose users->Edit-> scroll down we can see on creating two user fields.

One to Many Relationship:

==========================

1. Master Detail Relationship

2. Lookup Relationship

Master-Detail Relationship:
==============================

1. Master-Detail association will provide One-Many association between the objects by default.
(i.e. A Parent record can have zero or more child records)
2. We can't create the Master-Detail relationship between the objects, where child object contains the records.
3. Upon creating the child record, selecting the Parent record is Mandatory. (i.e. Lookup field is a Required field).
It is tightly coupled relation.
4. Cascade record deletion is their (i.e. if you delete the parent record corresponding child records will be
deleted).
5. Re-Parenting option is not available by default in Master-Detail association.
We need to enable it manually, by selecting the "Allow Re-Parenting" checkbox upon creating the field.
6. An object can have max. of 2 Master-Detail relationship fields.
7. Parent record will have the "Owner" field and Child record will not having the "Owner" field.
(i.e Child record will be completely coming under the control of Parent record.)
8. Sharing Settings and Security settings of the child record will be depending upon the parent record.
9. Upon removing the Parent record, all the associated child records will remove automatically.
10. We can't make a Standard object as the Child for a Custom object with Master-Detail association.

Ex: Department -> Master

Student-> Child

Go to child object (Student) -> Custom fields & Relationships -> New-> Choose Master field-> choose Master
object (Department) -> Next -> Save

2. Lookup Relationship
=======================

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 SALESFORCE NOTES
1. Lookup Relationship provides One to Many associations between the records by default.
(i.e. A parent record can have Many associated child records.)
2. Upon creating the child record, Lookup field is optional by default.
(i.e. We may or may not select the parent upon creating the child record)
3. Lookup Relationship provides the Re-Parenting option by default. (i.e. we can change the parent of the child
record
4. Upon deleting the Parent record, child record will not be removed. It will be existed as it is.
5. We can make the Lookup field as Mandatory by selecting "Required" checkbox upon creating the
Relationship field.
6. If the Lookup field is required upon creating the child record. Then If the user removes the Parent record,
then salesforce doesn't allow to delete the Parent if any child exist.
Sol: We need to re-parent all the child to some other parent record and then delete the parent record.
7. We can create the Lookup Relationship on an object which contains the records.
8. We can have max. of 40 lookup relationships per an object.
9. In Lookup Relationship, Parent and Child records will have the Owner fields.
i.e. Sharing Settings and Security Settings will be independent of each other.
10. By using Lookup Relationship, we can make a Standard object as a child object with your Custom Object as
parent.

Example: Extra Curricular (Parent)

student (Child)

Go to Child Object (student) ->Custom fields & Relationships -> Choose Lookup field-> choose object (Extra
Curricular) -> Save

Many to Many Relationship:

--------------------------
In few cases, we have to map Many to Many associations between two objects, which provides One- Many
association from both the sides.

* In Salesforce, we can't map Many-Many to association between two objects directly.

We need to achieve this feature, by creating a Junction object. Which associated with both the Parents with
Master-Detail association.
* First Master-Detail field what we created is called Primary Master.
* Second Master- Detail field what we created is called Secondary Master.
* If you delete any one master record corresponding child records will be deleted.
* Junction cannot be Master to any other object.
Salesforce provides a set of junction objects, which has been created upon Salesforce CRM Application
Development.
1. Between Campaign and Contact object, Salesforce provides Many-Many association by creating a junction
object "CampaignMember".
2. Between Contact and Opportunity object, Salesforce provides Many-Many associated by creating a junction
object "OpportunityContactRoles".
3. Between Opportunity and Product (Product2) object, Salesforce provides Many-Many association by creating a
junction object "OpportunityLineItem".
4. Between Product and Pricebook (Pricebook2) object, Salesforce provides Many-Many association by creating a
junction object "PricebookEntry".

Example:
==========

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 SALESFORCE NOTES
M-D1
====

Department -> Master

Student-> Child

M-D 2:
=======

Department -> Master

Professor -> Child

Step1:
******

Create a (Tuition) Object

setup-> objects-> New Custom Object-> Tuition -> Next-> Next-> Save

Step 2:
*******

Create a first Master Object (Student)

Tuition -> fields-> Master Detail -> choose (Student)-> Save

Step 3:
********

Create a Second Master Object (Professor)

Tuition -> fields-> Master Detail -> choose (Professor)-> Save

Self (Look Up) Relationship:

============================

* When an object has a lookup, itself it is called as Self (Look Up) Relationship.
Ex: The account object has a lookup a himself is called parent account.

External LookUp Relationship:

==============================

1) Lookup
2) indirect Lookup
3) External lookup relationship

(https://trailhead.salesforce.com/en/content/learn/projects/quickstart-lightning-connect)

Lookup Relationship:
====================

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 SALESFORCE NOTES
* When a child object is External object/salesforce standard/custom object and parent object is salesforce
standard/custom object/External Object then we go for both Lookup relationship.
* When External object contains a column with salesforce RecordID(i.e. 18 digit ) then we create lookup
Relation.

Indirect Lookup:
=================
* When a child object is External object and parent object is salesforce standard/custom object/External Object
then we go for both Lookup relationship.
* when the External object doesn't store any 18- digit Record Id instead has got an external Id map with salesforce
standard object/custom then we go for Indirect Lookup Relation

Orders-> Fields-> New Custom Field -> Choose Indirect lookup-> Choose object (Account)-> Field
(Customer_ID__c) -> save

External LookUp:
=================

When the Parent have External object and child have salesforce standard/custom/External object then we go for
External Lookup Relationship.

Orders-> Fields-> New Custom Field -> Choose External lookup-> Choose object (Order Details)-> save.

Roll-Up Summary Field:

==========================

* A roll-up summary field calculates values from related records, such as those in a related list.
* You can create a roll-up summary field to display a value in a master record based on the values of fields in a
detail record.
* The detail record must be related to the master through a master-detail relationship.

The Roll up Summary field is basically of 4 types:

1. Count
2. Sum
3. Min
4. Max

COUNT-Totals the number of related records.

SUM-Totals the values in the field you select in the Field to Aggregate option. Only number, currency, and
percent fields are available.

MIN-Displays the lowest value of the field you select in the Field to Aggregate option for all directly related
records. Only number, currency, percent, date, and date/time fields are available.

MAX-Displays the highest value of the field you select in the Field to Aggregate option for all directly related
records. Only number, currency, percent, date, and date/time fields are available.

creation:
==========
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 SALESFORCE NOTES

Go to Master Object (Department)-> custom fields and relations -> Choose Roll Up Summary -> enter Required
fields-> choose summarized object (i.e. Child Object) -> Next -> Save.

3. Validation Rules
Formula Fields:
===================

• Formula Field are the read-only system generated fields, whose value will be generated by the salesforce
automatically based on the "Formula / Expression" specified by the user.
• Formula field values can't be edited by the user.
• Formula fields should be visible in the "Detailed Page" of the record.

Note: Upon creating / Updating an existing record, formula will be re-calculated by the salesforce, and the value
will reside inside the field, will be displayed in record detail page.

Note:
• We can change the Formula field value, by changing the "Source Field Value".
• A formula field can be referenced inside another formula field.
Saleforce provides a set of predefined methods / functions can be referenced inside the "Formula Field".

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Functions:
1. Abs(Number): This function returns the Absolute value of the specified number.
Ex: Abs(-45.345) --> O/p: 45.345
Abs(456.90) --> O/p: 456.90
2. Sqrt(Number): It returns the square root value of the given number.
Ex: sqrt(144) --> O/p: 12
3. Len(string): It returns an integer value, which indicate the number of characters exist in the specified string.
(Spaces also counted as a character)
Ex: Len('Welcome') --> O/p: 7
4. Trim(): It removes the blank spaces exist before/ after the specified string.
5. Upper(string): It converts all the character exist in the string into upper case letters.
Ex: Upper('welcome') --> O/p: WELCOME.
6. Lower(string): It converts all the characters exist in the string into Lower case letters.
Ex: Lower('WELCOME') --> O/p: welcome.
7. Floor(number): It returns the nearest lower value of the given number.
8. Ceiling(Number): It returns the nearest higher value of the given number.
9. Left(string,<Number Of Characters>):
It returns the specified number of characters from the Left side of the string.
Ex: Left('Welcome',3) --> O/p: Wel
10. Right(string,<Number Of Characters>):
It returns the specified number of characters from the Right side of the string.
Ex: Right('Welcome',3) --> O/p: ome
11. Substring(string, <Integer startingPosition>, <Integer NumberOfCharacters>):
It returns the specified number of characters getting from the specified starting position in the string.
Ex: Substring('Welcome to Hyderabad',4,5) --> O/p: 'come '
12. Today(): It returns the Today's system date. (mm/dd/yyyy)
13. Year(Date): This function will returns the "Year" portion of the specified date.
Ex: Year(Today()) --> O/p: 2020
14. Month(Date): This function returns the month value of the specified date.
Ex: Month(Today()) --> O/p: 06
15. Day(Date): This function returns Date value of the specified date.
Ex: Day(Today()) --> O/p: 26
16. If(<Conditions> , <True>,<False>):
If is a conditional statement, which evaluates all the specified conditions and returns TRUE, if all the
conditions satisfied.
Else it returns FALSE.
17. Image(<Path Of the Image>,
Alternate Text
[,Height, Width]
)
By using this function, we can display the images dynamically at time in the record detailed page.
18. Case( <Expression> ,
<Case1>,<value1>,
<Case2>,<Value2>,
<Case3>,<Value3>,
....
...
<CaseN>,<ValueN>,
<default Value>
)

Note:
Upon creating the "Formula Field", the formula result can be any of the below 8 types.
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 SALESFORCE NOTES
1. Text Type
2. Number Type
3. Currency Type
4. Percent Type
5. Checkbox Type
6. Date Type
7. Time Type
8. DateTime Type

Creating the Formula Field:

Click on the Required Object's Tab (Ex: Accounts)
1. Expand the "Force.com Quick Access Menu".
2. Click on "View Fields" link.
3. Go to the "Custom Fields & Relationships Section".
4. Click on "New" button
5. Select the Field Type as "Formula"
6. Click on "Next" button.
7. Enter the Field Label and the Name.
8. Select the Formula Result Type from any of the 8 Types.
9. Click on "Next" button.
10. Enter the Formula Expression inside the "Formula Editor".
11. Click on "Check Syntax" button, to verify the formula.
12. Click on "Next" button.
13. Select the checkbox "Visible", to make the field to be visible to all profile users.
14. Click on "Next" button.
15. Click on "Save" button.

Example 1:
Create a Formula Field, to calculate the 5% Service Tax on the Annual Revenue.
Formula Expression:
(Annualrevenue * 5) / 100

Example 2:
Create a Formula Field, to Calculate the Remaining Amount (i.e. After Deducting the Service Tax).
Formula Expression: Annualrevenue - Service_Tax__c

Example-3: Create a Formula Field, to Calculate the Age of a Student record.

Formula Expression: Today () - Date_of_Birth__c

Example-4: Create a Formula Field, to find out the number of days left to close the position.
Formula Expression: Close_date__c - Today ()

Example-5: Create a Formula field and find student Annual Fee whether the student have correspoding or
Regular
if(IsPickval(Student_Type__c,'Regular'),35000,250000)

Cross-Object Formula:
• By using Formula Fields, we can reference the associated Parent records information from the Parent
object.
• And we can display the Parent record information inside the Child record.
i.e. Through Formula Fields, we can traverse the objects from "Child to Parent".
Ex:

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 SALESFORCE NOTES
Child --> Parent --> Grand Parent --> Grand Grand Parent, ...

Example-1:
Create a Formula Field inside the Contact Object, to display the associated Parent Account's Industry Value.
Formula Expression: Text (Account.Industry)

Example-2:
Create a Formula Field inside the Department Email field to display the associated Student object.
Formula Expression: Department__r.Email__c

Note:
• We can have max. of 10 Object references inside the Cross-Object formula fields.
• We can extend the number of references limit, by contacting salesforce.

Calculating the Week Number:

Opportunity -> fields -> formula (Close Date Week) -> Number -> Mod (Floor((closeDate-Date
(2020,01,04)/7),52)+1)
Take Sunday as reference point.
Calculate difference between reference point and close date.
Divide the difference number with 7 (Changing days to weeks).
Floor function removes any decimal places and gives whole no of weeks.
Mod function gives Modulus of 52 and retain the remainder weeks.
Finally, the calculation is incremented by 1 which gives starting week number.

Testing the code

Go to any opportunity page and open Opportunity record in detailed view and we can observe Close Date Week
Numbers as below.
Deriving Year, Month values:
Standard Date field called CloseDate is used to derive Year and Month values as text values on the Opportunity
record detail page.
Opportunity -> fields -> formula (Close Date Year Month) -> Text ->
Text (Year(closedate)) & "" &
CASE (
MONTH(CloseDate),
1, "January",
2, "February",
......
12, "December", "Error"
)

Validation Rules:
• Validations are used to enforce the users to provide the proper entry of data inside the fields upon creating
/ updating the records.
• By using Validations, we can prevent the incorrect information inside the application. So that we can
maintain the Quality and Accuracy of the Data.

Note:
Each validation rule contains 2 parts.
1. Validation Condition: This is used to validate the data by writing the user defined conditions based on the
requirement.
2. Error Message: It should be visible to the user, upon validation fails.
Governor Limit: An object can have max. of 100 active validation rules.
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 SALESFORCE NOTES
Salesforce provides the below pre-defined functions to be used to validate the data.

Functions:
1. Boolean IsBlank(<FieldName / Expression>)
• It is used to comparing the Text fields
• This method is used to check the specified value is Blank or not.
• It returns TRUE, when the specified field is Blank / Empty. Else it returns FALSE.
Ex:
isBlank(Name)
isBlank(Pan_Number__C)

Example: Create a validation rule, to make the "Website" field required on the Account object.
Validation Condition: isBlank(website)
Assignments:
1. Create a Validation Rule on "Lead Object", to make the "Title Field" required.
2. Create a validation Rule on Contact Object, to make the "Email Field Required".
3. Create a Validation Rule on Candidate Object, to make the "Contact Number" field required.
4. Create a Validation Rule on Account object, to make the BillingCity field required.
BillingAddress = (BillingStreet +
BillingCity +
BillingState +
BillingPostalCode +
BillingCountry)

Boolean IsNull(<FieldName>):
• This function is used to check, whether the specified field is Null or not.
• It is used to comparing the Text fields
• It will support the validate the fields of type either "Number / Percent / Currency".
• It returns TRUE, when the specified field value is Null. Else it returns FALSE.
Ex: IsNull(Annualrevenue)
IsNull(Amount)

Example: Create a validation rule on the Account object, to make the "Annual Revenue" field required.

Validation Condition:
isNull(Annualrevenue)
Boolean IsChanged(<FieldName>):
• It returns TRUE, when the specified field value has been modified / changed. Else it returns FALSE.
• In this function we used we can't changed the old/existing values.

Ex:
IsChanged(Annualrevenue);
IsChanged(Current_ctc__C);
Example: Create a validation rule, to prevent the changes of the "Last Name" value in student Object.
Validation Condition:
IsChanged(LastName)
Text(<Picklist Field Name>): This function is used to get the currently selected value inside the specified picklist.
It specify only picklist values.
Ex:
Text(Rating)
Text(Location__c)
Text(Country__C)
Example1: Create a Validation Rule, to make the "Rating Field" is required in AccountObject.
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 SALESFORCE NOTES
IsBlank(
Text(Rating)
)
Example2: Create a Validation Rule, to make the "Country Field" is required in Student Object.
IsBlank(
Text(Country__c)
)
Logical Functions:
These are used to prepare the compound conditions together.
Salesforce provides the below 3 Logical Functions
1. AND(<Condition1>, <Condition2>,....., <ConditionN>)
It returns TRUE, if all the specified conditions are satisfied. And it will return FALSE, if any of
the condition fails.
2. OR(<Condition1>, <Condition2>,....., <ConditionN>)
It returns TRUE, if any of the specified condition satisfied.
And it will return FALSE, if all the conditions are failed.
3. NOT()
This function is used to change the sign of the operation result from "TRUE to FALSE" and vice-versa.
Example1: Create a validation rule on "Contact Object", to make the Fax value as Mandatory, if the Phone value
has been entered.
Validation Condition:
AND(
NOT IsBlank(Phone),
isBlank(Fax)
)
Error field: Fax
Example2: Create a validation rule on "Account Object", to make the Ownership value as Mandatory, if the
Industry value has been entered.
Validation Condition:
AND(
NOT IsBlank(Text(Industry)),
isBlank(Text(Ownership))
)
Error field: Ownership
Boolean IsNew():
• It Returns True, upon creating a New Record, else it returns false
• This function is used to know, that currently we are working on a "New Record" or we are working on an
"Existing Record".
Example 1: Create a Validation Rule, to make sure the New Account record should be always in Active
status.
Validation Condition:
AND(
IsNew(),
NOT IsPickVal(Active__c, 'Yes')
)
Now Before click on save New Account
New Record: (Which doesn't have the Record ID in the URL)
url: https://ap5.salesforce.com/001/e?retURL=%2F001%2Fo
Existing Record: (It contains the Record Id in the URL)
https://ap5.salesforce.com/0017F00000okM4v/
Ques: How to identify the whether the URL is New Record or existing record or not.
Ans: In Salesforce once create a record and save a record it automatically generated 15 characters Id of the URL.

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 SALESFORCE NOTES
Example 2: Create a validation rule on Student Object, to make the Date of Birth Mandatory upon creating a
New Student.
Validation Condition:
AND(
IsNew(),
isBlank(DateofBirth__c)
)
Boolean IsPickVal(<Picklist FieldName>, <stringLiteral>):
• This function is used to check, whether the currently selected value inside the specified picklist field with
the string literal.
• It returns TRUE, when the currently selected value is equals to the string literal. Else it returns FALSE.
Ex:
IsPickVal(Rating, 'Hot')
IsPickVal(Location__c,'Chennai')

Example 1: Create a validation Rule on Account object, to make sure the Rating value should be HOT for
Banking Customers.
Validation Condition:
AND(
IsPickVal(Industry, 'Banking'),
NOT IsPickVal(Rating, 'Hot')
)
PriorValue(<PicklistFieldName>):
This function will return the Previous / Old value of the specified field.
Ex:
PriorValue(Name)
PriorValue(Rating)
PriorValue(Location__c)
Example: Create a Validation Rule, to prevent the changing of the Rating value from Cold To Hot directly.
Validation Condition:
AND(
isPickVal(Rating, 'Hot'),
IsPickVal( PriorValue(Rating),'Cold')
)
Explanation: In this scenario we cannot directly changed cold to hot. First, we changed cold to warm then we
changed on warm to hot.
Regex(<FieldName>, 'Regular Expression'):
• By using this function, we can validate the specified field value with the specified format / expression.
• We can prepare the Regular expression with the help of "Wild Card Characters".
• Salesforce provides the below wild card characters to be used to prepare the regular expressions.
[ ] --> Represents a Collection of Characters
[ A - Z ] --> Represents a Collection of characters, where each character should falls between A to
[ a - z ] --> Represents a Collection of characters, where each character should falls between "a" to "z".

[0 - 9 ] --> It represents a Collection of digits.

{<Integer> } --> It represents an integer, which indicates the number of characters to be allowed.
[ A P X ] --> It represents a Collection of Characters, where each character should be either "A / P / X"
[ A - Z, a - z ] --> It represents a Collection of Characters, where each character should falls between either
A-Z or a-z.
Ex:
1. PAN Number: ALPPB 9898 E
Regular Expression: [A-Z]{5}[0-9]{4}[A-Z]{1}
2. Credit Card Number: 2345 4444 5678 6789
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 SALESFORCE NOTES
Regular Expression: '[0-9]{4} [0-9]{4} [0-9]{4} [0-9]{4}'
This function will return TRUE, if the specified field content is existing inside the specified format. Else it
will return FALSE.
Example: Create a validation Rule, to validate the PAN Number field.
Validation Condition:
NOT Regex(
PAN_Number__c ,
'[A-Z, a-z]{5}[0-9]{4}[A-Z, a-z]{1}'
)

4. Email Templates
Email Templates:
================
* By using Email Templates, we can prepare a Draft, which contains the required subject and the content to be get
delivered to the required people based on the need.
* Email Templates are used to notify the people (i.e. Partners, Customers, End Users, Employees) based on the
New Releases into the Market, Festival Seasons, New Year Greetings, Birthday Wishes, and Upon raising the
Cases by the customers.
* Once the Email template has been prepared, then we can use the same template to send to notification to one or
more people based on the need.

Note:
Email Templates are also called as "Communication Templates".

* We can have one or more email templates inside an organization.

* All the Email templates will get resides inside the "EmailTemplate" object.
* Upon preparing the Email Template, we can make the Email Content as "Static / Dynamic".
* Upon storing the Email Templates, we have to select the Folder, in which the template should get resides.
* Salesforce Provides 3 Types of Folders.
1. Unfiled Public Classic Email Templates:
It is a Public folder, which contains a set of email templates, which can be accessible by all the users
inside the organization.
2. My Personal Email Templates:

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 SALESFORCE NOTES
This folder can be accessible by the currently logged-in user.
3. Custom Folders:
The Administrator / Developer can create their own Application / Module specific Folders, to store the
email templates related to the application / module.

These email templates can be accessible by the authorized people.

We can list out all the email templates as below.
Setup --> Administer --> Communication Templates
1. Click on "Classic Email Templates".

Salesforce provides 2 Categories of Email Templates

1. Standard Email Templates:
These are the Predefined templates provided by the salesforce by default.
2. Custom Email Templates:
The Developer / Administrator can configure their own email templates based on the application /
module need with the required subject and the content.

Salesforce provides 4 types of Email Templates

1. Plain Text / Text:
2. HTML (By using LetterHead)
3. Custom (Without Using LetterHead)
4. Visualforce.

Use case:
========
Configure an Email Template to Notify the Lead Person, upon creating a New Lead Record.
Subject:
Congratulations...!! Your Lead Record has been Created Successfully.
Content:
Dear Customer,

Thanks for showing interest in our organization Products / Services.

We are pleased to inform you, that your Lead record has been created successfully in side
our database for future reference. One of our sales person will contact you shortly.

*** This is an Auto-Generated Email. Please Do Not Reply.

Page 29 of 87
 SALESFORCE NOTES
Thanks & Regards,
Sales Team,
Dell Inc.,
Email us: sales@dell.com
Visit us: https://www.dell.com
Contact us (Toll Free): +1 (800) 465-8989

Creating Email Template:

------------------------
Setup --> Administer --> Communication Templates
1. Click on "Email Templates" link.
2. Goto the "Email Templates" section
3. Click on "New Template" button.
4. Select the Template Type (Ex: Text), click on "Next" button.
5. Select the Email Template Folder (Ex: Unfiled Public EmailTemplates Folder) from the
Picklist.
6. Select the checkbox "Available for use".
7. Enter the Email template Name, Label and Description.
8. Enter the Email Subject.
9. Enter the Email content / Body.
10. Click on "Save" button.

Testing the Email Template:

---------------------------
Open the Email Template to Test.
1. Click on "Send Test and Verify Merge Fields" button
2. Select the checkbox "Send the Preview To Me".
3. Enter the "Recipients" Email Id.
4. Click on "Ok" button.

Observation:
It will send the Email Notification to the specified email id with the required subject and the content.

Merge Fields:
=============
Merge Fields are used to include the selected record content into the email template dynamically at runtime.
We can include the Merge Fields in both "Email Subject and Email Content".
By using Merge Fields, We can make the Email Subject and the Content dynamic.

Syntax:
Page 30 of 87
 SALESFORCE NOTES
{! <ObjectName>.<FieldName / APIName> }
Ex:
{!Account.Name}
{!Account.Rating}
{!Account.Industry}
{!Account.Active__c}
{!Account.Pan_Number__C}

{!User.FirstName}
{!User.LastName}
{!User.Email}
{!User.isActive}

Use Case:
------------
Configure an Email Template to Notify the Customer, upon creating an Account Record. Customer
Details should be included inside the Email Notification.

Subject:
Congratulations {!Account.Name}..!! Your Account Record has been Created Successfully.
Content:
Dear {!Account.Name},

Thanks for purchasing the products from our organization.

We are pleased to inform you, that you are a very valuable customer to our organization.

We can stored your account details inside our database for the future reference.

Here are your Account Details..

Customer ID : {!Account.ID}
Customer Name : {!Account.Name}
Rating Value: {!Account.Rating}
Industry Name : {!Account.Industry}
Active Status: {!Account.Active__c}
Annual Revenue: {!Account.Annualrevenue}
Phone : {!Account.Phone}
Fax : {!Account.Fax}

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 SALESFORCE NOTES
Address : {!Account.BillingStreet},
{!Account.BillingCity},
{!Account.BillingState},
{!Account.BillingPostalCode},
{!Account.BillingCountry}.

Please contact on the below address, if any changes in the details.

Thanks & Regards,

{!User.FirstName} {!USer.LastName},
Sales Team,
Dell Inc.,
Contact us: +1 (800) 345-8989
Email us: sales@dell.com
visit us: http://www.dell.com

Testing the Template:

----------------------------
Open the Email Template to Test.
1. Click on "Send Test and Verify Merge Fields" button.
2. Select the Object Name from the Picklist from "Related To Record". (Ex: Account)
3. Select the Record to include the content into the Template, by using "Lookup Icon".
4. Select the checkbox "Send Preview To".
5. Enter the Email Id inside the text box.
6. Click on "OK" button.
Observation:
It will send the email notification to the specified email id with the selected record content into the template.

Assignments:
============
1. Configure an Email Template, to include the "Lead Record" information into the Template.
2. Configure an Email Template, to Notify the Hospital upon creating a Sample Record, by including the
Hospital details inside the Template.

HTML (By using LetterHead):

===========================
Upon sending the email notification, we can include the email content inside a "LetterHead", So that we can make
the email content look like attractive.
Inside an organization, we can have one or more LetterHeads.

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 SALESFORCE NOTES
Step 1: We need to prepare the LetterHead
Step 2: We have to use the LetterHead upon sending the
email notification.

Creating LetterHead:
----------------------------
Upon creating the LetterHead, we have to follow the below steps.

1. Get the Required Images to be used inside the LetterHead

2. Upload all the images into the "Document" object.
3. Create the LetterHead.
Setup --> Administer --> Communication Templates
1. Click on "LetterHeads" link.
2. Click on "New" button, to create a New LetterHead
3. Select the "Folder Name", in which the Letter head should be get resides.
4. Select the checkbox "Available for Use".
5. Enter the LetterHead Label, Name and Description
6. Click on "Next" button.
7. Insert the Images into the "HeaderPart", by using "Insert Image" button.
8. Arrange the image in the required place by using "Edit Header Properties" button.
9. Insert the Image into the "Footer Part".
10. Arrange the Image in the required Place by using "Edit Footer Properties" button.
11. Click on "Save" button.

Creating HTML Type Email Template:

---------------------------------------------------
Upon sending the Email Notification, we can include the LetterHead, to make the email content look like
attractive, with the help of "HTML Type" of Email Templates.

We need to include the "Email Content" inside the "Content Part" of the LetterHead.

Use Case:
------------
Configure a HTML Type of Email Template, to Notify the Hiring Manager, Upon Assigning a New
Position to the Person.
Subject:
Dear {!Account}..!! A New Position {!Account.Name} has been assigned to you.
Content:
Dear {!Account.Name},

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Thanks for purchasing the products from our organization.

We are pleased to inform you, that you are a very valuable customer to our organization.

We can stored your account details inside our database for the future reference.

Here are your Account Details..

Customer ID : {!Account.ID}
Customer Name : {!Account.Name}
Rating Value: {!Account.Rating}
Industry Name : {!Account.Industry}
Active Status: {!Account.Active__c}
Annual Revenue: {!Account.Annualrevenue}
Phone : {!Account.Phone}
Fax : {!Account.Fax}
Address : {!Account.BillingStreet},
{!Account.BillingCity},
{!Account.BillingState},
{!Account.BillingPostalCode},
{!Account.BillingCountry}.

Please contact on the below address, if any changes in the details.

Thanks & Regards,

{!User.FirstName} {!USer.LastName},
Sales Team,
Dell Inc.,
Contact us: +1 (800) 345-8989
Email us: sales@dell.com
visit us: http://www.dell.com

Testing the Email Template:

------------------------------------
Open the Newly Created Email Template
1. Click on "Send Test and Verify Merge Fields" button.
2. Select the "Position" object from the Picklist
3. Select any of the Position Record, by using the "Lookup" field.
4. Select the checkbox "Send Preview To Me".

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 SALESFORCE NOTES
5. Enter the Email Id, to send the email copy inside the textbox.
6. Click on "OK" button.

Observation:
It will send the email notification to the specified email id, with the "LetterHead" format.

Custom (Without Using Letter Head):

===================================
Upon sending the email notifications by including the "LetterHead", then the Organization's Network FireWall,
will prevent you to send the email notification to the required email id, in-order to protect the network from the
viruses.
To send the Email content with attractive look and feel, we have to use "Custom Type" of Email Template. Which
will make the content more attractive by using "HTML Tags".

Use Case:
Configure an Email Template, To Notify the Candidate upon submitting the Candidature for the required
Position.
And include the "HyperLink", which will re-direct the user to the specified Candidate Record
automatically.
Subject:
Congratulations {!Student__C.Name}..!! Your Candidature has been submitted Successfully.
Content:
Dear <b> {!Student__C.Name} </b>,<br/><br/>

Thanks for showing your interest in our organization positions. <br/><br/>

We are pleased to inform you, that your Candidature has been submitted successfully for the
Department: <b>{!Students__c.Department__c} </b> <br/><br/>

Here are are Your Candidature details.. <br/><br/>

Student ID : {!Student__c.Reference_ID__c} <br/>

Last Name : {!Student__c.Name} <br/>
First name : {!Students__c.First_Name__c} <br />
City : {!Students__c.City__c} <br/>
Student Type: {!Students__c.Student_Type__c} <br/>
Phone :{!Students__c.Phone__c}} <br/>
Email : {!Students__c.Email__c} <br/>

Please click on the below link, to open the record.

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<a target="_blank" href={!Student__c.Link}> Click Here</a> <br/><br/>

Your profile has been sent for the screening process. And One of our Recruting person will
contact you shortly, if the profile got shortlisted. <br/><br/>

Thanks & Regards,<br/>

{!User.LastName} {!User.FirstName}, <br />
School Management System, <br/>
EDU Inc., <br/>
Visit us: http://www.EDU.com <br/>
Email us: recruting@EDU.com

Note:
Upon preparing the email template, the Whole content will be delivered in the form of a "Paragraph".
Which can't be understandable by the users.

To make the content to be get arranged in the required order, we have to use "HTML Tags".
1. Break Tag: (<br/>)
By using this tag, we can move the cursor to the next line.
2. Bold Tag (<b>):
This tag is used to display the specified content in the bold format.
Ex:
<b> Message </b>
3. Italic (<i>):
This tag will display the specified content in "Italic" style.
Ex:
<i> message to display </i>
4. Underline (<u>):
This tag is used to display the specified content with underline.
Ex:
<u> message to display </u>
5. Anchor Tag (<a>):
This tag is used to display teh Hyperlinks inside the content.
Ex:
<a href="URL to Re-Direct"
target="_blank/ _New / _Search">
Message for Hyperlink
</a>

Testing the Email Template:

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---------------------------
Open the Newly Created Email Template
1. Click on "Send Test and Verify Merge Fields" button.
2. Select the "Candidate" object from the Picklist
3. Select any of the Candidate Record, by using the "Lookup" field.
4. Select the checkbox "Send Preview To Me".
5. Enter the Email Id, to send the email copy inside the textbox.
6. Click on "OK" button.

Observation:
It will send the email notification to the specified email id.

5. Workflows
Workflows:

* Workflow in Salesforce is basically a container or business logic engine which automates certain actions based
on particular criteria.
* If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will
get executed.

Example
1. Send the confirmation mail after every credit card transaction.
2. Whenever new Customer is created send the email confirmation with his application details
3. Send Notification email to customer before three days of his trail version expires

There are two types of actions present in a workflow in Salesforce:

1. Evaluation Criteria:
* This will specify when should we check the workflow rule
* There are threee options to choose for evaluation criteria

1. Created: If we choose this option whenever a new record is created on the selected object it checks the
workflow rule
2. Created and every time it is edited: If we choose this option whenever a new record is created or every
time existing record is modified it will check the workflow rule
3. Created and any time it is edited to meet criteria:

If we choose this option whenever a new record is created or any time the existing record which is not
meeting the condition is modified it will check the workflow rule.

2. Rule Criteria:
a) This will specify when an action should be performed.
b) We can build the rules in two formats
1. Criteria based rule
2. Formulae based rule
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c. Criteria based rule:
* When we want form a simple workflow rule using the fields of the records with simple
operators.
* In this rule we can use the fields of the object on which workflow is defined
* Fields of the Master object
* Fields of the Currently logged in user
* We can frame 25 condition for a single rule
d. Formulae based rule:
When we want to frame rule using complexed logic then we use formulae based rule

Actions:
a. This will specify types of actions that need to be performed when the rule is met.
b. There are two types of Actions
1. Immediate Action
2. Time Dependent Action

Immediate actions:
Actions that get executed immediately when a record is created or edited.

Time-dependent actions:
Actions that get executed after a certain duration of time, such as 10 days, before a record’s close date. After this
time period, the workflow rules in salesforce will re-evaluate the record just to make
sure, that the rule criteria are met. If the record meets the criteria, the aligned actions will be executed.

Basically, there are three evaluation criteria:

Workflow rules in Salesforce can have n number of actions at a time. The following actions can be triggered
using workflow rules in Salesforce:

Action Types:
a) Task
b) Field Update
c) Email Alert
d) Outbound Message

Task:
1. Task is nothing but assigning the work to user|Role |Owner and specifying due date for completion.
2. Task that are assigned to the user can be see on the page as My Taks
3. Taks that are assigned on a record for a user can be seen as OpenActivities on the detail page of the record
4. Taks can be assigned to : user |Owner | Role
* When a task is assigned to owner of the record , Whoever is the owner of record on which workflow is fired he
will be assigned user for task.
* When is Task assigned to role , and there are more than one user with the same role then whoever is owner of
the record on which workflow is fired ,he will be the owner user for the task
* When a task is assigned for the owner and owner is a Queue then who ever has intiated the workflow rule he
will be the owner of the task

Setup=> Quickfind searchbox (Work flow) -> Task => New Task => Choose field (Account) => Assigned to
User1 => Fill all Req details => save.

Setup=> Quickfind searchbox (Work flow) => New Rule => object (Account) => Next

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Rule Name: Account Task Creation
Evaluate the rule when a record is: created
Rule Criteria: Account:industry = Banking Save and Next
Immediate Workflow Actions: Add Existing Action Drag n drop on the task assignment and click on Save =>
Done => Activate.

Email Alert:

First, we need to create a student email template

Email template: Dear {!Student__c.Name} {!Student__c.First_Name__c},
Thanks for registering for my Organization,
Last Name: {!Student__c.Name}
First Name: {!Student__c.First_Name__c}
Phone: {!Student__c.Phone__c}
Email: {!Student__c.Email__c}
Thanks, and Regards,
EDU Management
{!User.FirstName} {!User.LastName}

Setup=> Quickfind searchbox (Work flow) => New Rule => object (Student) => Next

Rule Name: Student Email

Evaluate the rule when a record is: created, and any time it's edited to subsequently meet criteria.
Rule Criteria: Formula (!ISBLANK( Email__c )) and Save& Next
Immediate Workflow Actions: Email Alert
Description: Student Email template save and Done and Activate
Field Update:

Setup=> Quickfind searchbox (Work flow) => New Rule => object (Lead) => Next

Rule Name: Lead Field update

Evaluate the rule when a record is: created, and any time it's edited to subsequently meet criteria
Rule Criteria: Lead.country = USA Saveand Next
Add Workflow action : FieldUpdate
Field to Update: Lead Source Picklist Options WEB => Save Done and Activate.

Time Dependent Action:

Setup=> Quickfind searchbox (Work flow) => New Rule => object (Account) => Next

Evaluation Criteria: created or created, and any time it's edited to subsequently meet criteria these two criterias are
working on time dependent actions.
created, and every time it's edited this is not working.

Rule Criteria: Industry = banking Save and Next

Time-Dependent Workflow Actions: Add Time Trigger => 1 Hour After Account Created Date => Save

Add Workflow Action: Field Update

Name : Account Field Update
Field Update to Rating = Hot Save Done and Activate
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Note : If we are working on time dependent workflow we need to mention a default workflow user.
Reason is when the developer created a workflow incase the developer is in sick or he left the company so that
reason they asking about the default workflow user.
If we check the weather the time based workflow is running or not
Setup=> Monitor => TimeBased Workflow
Object = Account.

OutBound Message:
When the criteria is met then send the message to 3rd party application is known as outbound message.
Setup=> Quickfind searchbox (Work flow) => Outbound Messages => New Outbound Message => choose
object(Account) => Next => Enter all required details including 3rd party Url => save and Activate.

6. Company Information
Company's information:
=========================
The company information page contains the company's address, the company's contact details, corporate currency,
organization default time zone, and language and locale setting. You can also use the page to find details about
licenses such as the licenses available, used, and remaining.

User license type:

=====================
A user license allows a user to use different functionality within Salesforce and determines which profiles and
permission sets are available to the user. You may have more than one type of user license in your organization.

Permission set license type:

=============================
You can assign permission sets to give a user access to certain features. However, sometimes permission sets require
users to have a permission set license before they can be allotted the permissions in question.

Feature license type:

========================
A feature license allows a user to use an additional Salesforce feature, such as marketing or connect offline.

Locale settings:
===============
Under the Locale Setting tab, the user can update the Default Locale, Default Language, Default Time Zone, and
Currency Locale fields for the organization.

Manage Currency:

This feature is available in lightning only.

The fiscal year and its customization

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=====================================
A fiscal year or financial year is a period used for calculating annual (yearly) financial statements in businesses and
other organizations. The system administrator can set the fiscal year for your organization. The fiscal year settings are
used to report on the fiscal year timeline.
Salesforce supports two types of fiscal years:
Standard fiscal year
Custom fiscal year

Standard fiscal year:

=========================
Salesforce provides the Gregorian calendar as the standard fiscal year calendar by default.
But this is not the same for every organization as some organizations use different calendars and need to change the
fiscal year start month.

Custom fiscal year:

======================
The custom fiscal year is used when the standard fiscal year does not meet the organization's requirements.
To use the custom fiscal year, the system administrator has to enable it.
A complex fiscal year structure can be achieved using the custom fiscal year option.

Storage Usage:
==================
* Each organization has storage limits. Storage is divided into two categories: data and file storage. To view your
storage limits, storage usage, and percentage utilized, navigate to your company settings.
* Click View next to Used Data Space or Used File Space to view your organization’s current storage use.

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7. Data Management
Data Management:
================
Data means the Records inside the objects.

Data Migration:
Data Migration is used to migrate / move / copy the records from One Organization to another, Or from One
Application to another, Or from One Object to Another, Or from One Instance to Another.

Code Migration:
Code represents the features implemented inside the organization like Applications, Objects, Tabs, Validation
Rules, Workflows, Formulas, Apex Classes, Triggers, Visualforce Pages, etc.
Note: Code Migration is also called as "Deployment".

Salesforce provides the below ways to manage the bulk records.

1. By using Apex Programming
2. Data Import Wizard (On-Demand):

Data Import Wizard (On-Demand):

* To perform the operations on the Bulk records at a time, salesforce has provided the "Data Management"
features.
* By which we can perform the Bulk Import / Export operations on the bulk records at a time.
It's an on-demand feature given by salesforce to perform Only Import operations (insert and Update).
Note:
1. Import Wizard allows us to import the records into the "Account, Contact, Solution and
Campaign Member", And all Custom objects.
2. By using this feature, we can import max. of 50,000 records into the object at a time.
3. We need to supply the records to the Import Wizard in-terms of ".csv" file.

3. Data Loader:
It's an On-Premise Tool, provided by the Salesforce to perform bulk imports & export operations on All
Standard and Custom Objects inside the organization.
4. Third Party Tools:
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 SALESFORCE NOTES
We can use the below third party tools to manage the records.

1. Workbench
2. DataLoader.io
3. DataLoader CliQ
4. Aside.io
5. Informatica Cloud

By using Page Layouts, we can insert / update / delete only one record at a time inside the object.
Data Loader:
============
It is an On-Premise Tool provided by salesforce to manage the Bulk records at a time.
(i.e. We need to install the DataLoader into our local system)
By using DataLoader, we can perform Bulk Imports & Bulk Export operations on all Standard and Custom objects in
salesforce.
By using DataLoader, We can process max. of 5 Million records at a time.
We need to supply the input records to the DataLoader in-terms of ".csv" file format. (Comma Separated Value)

Note:
Upon processing the records, DataLoader allows the "Partial Processing". (i.e. Upon processing the records, if any of
record operation failed, then it will continue with the rest of the records as it is)
Once the operations has been Done, then DataLoader provides 2 Output files as below.
1. Success File: (.csv)
Which represents the records has been processed Successfully.
2. Error File: (.csv)
Which contains the records information, which has been failed.

We need to download the DataLoader from the below navigation.

Goto the "Setup" menu.
1. Goto "Administer" menu in left panel.
2. Click on "Data Management" and expand it.
3. Click on "Data Loader" link.

DataLoader tool is available in 2 flavors as below.

1. DataLoader for Windows
2. DataLoader form Mac.

Note:
We need to configure / install the Java into our local system, before installing the "DataLoader". As the
DataLoader has been built upon the "Java Programming".

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Note:
Upon processing the records by using DataLoader, it will use the Batch Programming.
(i.e. It will divide the whole records into the various batches of equal size by using either Apex API / Bulk API".
Apex API: (Default)
Minimum Batch Size: 1
Maximum Batch Size: 2,000
Default Batch Size: 200

Bulk API:
Minimum Batch Size: 1
Maximum Batch Size: 10,000
Default Batch Size: 2,000
To perform the operations on the records, DataLoader provides the below Buttons on the User Interface.
1. Insert:
By using this button, we can insert either one or more records into the associated object.
We need to supply all the records information by placing inside a ".csv" file as the input to the
DataLoader.
2. Update:
This option is used to update the existing records with some new values.
Upon updating the records, the record should be supplied along with the "Record ID".
3. Delete:
This option is used to remove the required records from the object. To delete the record, we need the
"Record Id".
Note: Deleted records will get resides inside the "Recycle Bin" for 15 Days.
4. Upsert:
By using this option, we can perform both "Insert and Update" operations at a time.
Note: The records which are having the "Record ID", will be get updated.
And the records, which are not having the "Record ID", will be get inserted into the object.

5. Export:
This button is used to get either One / More / All record from the object.
Upon fetching the records, we can add the required user defined conditions to filter the data.
6. Export All:
This button is used to fetch all the records in the associated object, along with the "Deleted Records also".
Note: Salesforce maintains a standard field "isDeleted" in each object, which is of type "Checkbox".
If the record has been removed, then "isDeleted" field contains the value as "TRUE". Else it contains the
value as "FALSE".
7. Hard Delete:
This button is used to remove the unused records from the salesforce object permanently.
Note: By default, "Hard Delete" button will be in "Disabled" state.

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To remove the records permanently from the object, we need to have the permission "Bulk API Hard
Delete" in the Profile level.

Login into the DataLoader:

=====================
To process the bulk records, we need to login into the DataLoader with the valid credentials.
We can login into the DataLoader in 2 ways.
1. By using "OAuth" (Open Authentication)
2. By using Password Authentication.
1. We need to provide the Salesforce Login User Name.
2. Provide the Password. (Password + Security Token)

Generating Security Token:

Login into the Salesforce Account
1. Click on Your Name and expand it.
2. Click on "My Settings" link.
3. Goto the "Personal" and expand it.
4. Click on "Reset Security Token" link.
5. Click on "Rest My Security Token" button.

Observation:
It will generate the Security Token, and will send the security token to the user's email id automatically by default.

Hard Delete:
---------------
By using this feature, we can remove the required records permanently from the salesforce object, without moving to
the recycle bin.
Note: Upon performing the Hard Delete operation, the user should have the "Bulk API Hard Delete" permission in the
profile level.
Click on "Setup" menu.
1. Goto the "Administer" menu in left panel.
2. Click on "Manage USers" and expand it.
3. Click on "Users" link.
4. Select the Required "User" (Ex: Development User) and click on "Profile Name" (Ex: CIS Salesforce
Profile).
5. Click on "Edit" button, to update the Profile Settings.
6. Select the checkbox "Bulk API Hard Delete".
7. Click on "Save" button.

Note:

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 SALESFORCE NOTES
We can login into the DataLoader, without providing the "Security Token", with the help of by configuring the
"Login IP Ranges".
i.e. The user should access the DataLoader from the System / Device, which is comes under the specified Login
IP Range.
We can configure the Login IP Range inside the Profile as below.
Setup --> Administer --> Manage Users.
1. Click on "Users" link.
2. Goto the "Required User Name" and click on his associated Profile Name.
3. Goto the "Profile" and Goto the "Login IP Ranges" section.
4. Click on "New" button.
5. Enter the Starting IP Address: 0.0.0.0
6. Enter the Ending IP Address: 255.255.255.255
7. Click on "Save" button.

Observation:
Now the user can login into the DataLoader, just by using his "User Name and the Password", without any Security
Token.

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8. Profiles and Permission Sets

Security and Access:
================
* once login into the salesforce organization what he can see and what he can access if they click on any object what
all are the fields they can see these all are things will be handled by the security.
* Different users can have different level of access. Example: Managers can have different level of access and sales
team can have different level of access. these all are things will handle by Security.

In Salesforce, mainly we have 3 level of Security and Access

1. Object Level Access
* Profile
* Permision sets
2. Record Level Access
* OWD
* Role Hierarchy
* Sharing Rules
* Manual Sharing
* Manager Groups
* Manual User Record Sharing
* Standard Report Visibility
* Community and Portal User Visibility
* Access to record types
3. Field Level Access
* Field Level Security.

Profile:
======
* Profile defines the how users access objects and data and what they can do with in the application such as
(Create,Read,Edit,Delete).
* It defines the what are all apps they ca access, restriction of login hours and login IP ranges, apex classes and
visualforce pages etc. they all are access by the profile.
* One user can have only one profile but one profile can have multiple users.

They are 2 types of profiles:

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1 Standard Profile and
2 Custom Profile

Standard Profile:
By default salesforce provides some predefined profiles is called standard profiles.
* Read Only
* System Administrator
* Standard User
* Marketing User
* Contract Manager

Standard profiles cannot be deleted but we have modify on it.

Each standard profile includes a default set of permissions for all standard objects available on the platform.

System Administrator profile has the widest access to data and the greatest ability to configure and customize
Salesforce. The System Administrator profile also includes two special permissions:
* View All Data
* Modify All Data

Custom Profile:
* As per our business requirement we need to create a profile is known as custom profile.
* Custom profile can be created edited and deleted.
* If we want to delete the custom profile and, in that profile, they have no users until the profile contains any users the
profile can't be deleted.

Profile controls:
===========
Objects, tabs, apps, pagelayouts, Recordtypes, user permissions, Apex and visualforce pages etc...

Creation of custom Profile:

================================
Setup-> Administer->Manage Users-> Profiles-> New Profile -> choose existing profile (Custom Sales Profile) ->
Profile Name (Sales Profile) -> Save.

Now we have to tested whether the profile is running properly or not.

So, we want to create a user and assign a profile.

User:
=====
User is a person who have credentials to log in to Salesforce and use the application.
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 SALESFORCE NOTES
By default, every user in salesforce will have a user account.
The User account identifies the user and the settings determines it’s features.

Every user account in salesforce will have username and password.

Email address.
Every user account must have a license. User licenses depends upon the Salesforce license we use.
Profile and Role.

User Licenses:
A user license determines the baseline of features that the user can access.
Every user must have exactly one user license.

Creation of User:
=============

Setup-> Administer->Manage Users-> New User -> fill all required fields -> Profile (Sales Profile) -> save

Deactivate a User
=============

* You can't delete a user, but you can deactivate an account so a user can’t log in. Deactivated users lose access to all
records. (That includes records that are shared with them individually and records shared with them as team
members.) However, you can still transfer this data to other users and view the names on the Users page.
* In Setup, use the Quick Find box to go to Users.
* Click Edit next to the name of the user you want to deactivate.
* Clear the Active checkbox and click Save.
* If you can’t immediately deactivate an account (for example, when the user is selected in a custom hierarchy field),
you can freeze their account. That prevents the user from logging in to your organization while you’re working on
deactivating them.
* On the Users page in Setup, click the username of the user whose account you want to freeze.
* Click Freeze.

Set Password Policy:

================
You can configure several settings to ensure that your users’ passwords are strong and secure.

Password policies:
*******************
Set password and login policies, such as specifying an amount of time before all users’ passwords expire and the level
of complexity required for passwords.

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 SALESFORCE NOTES
User password expiration:
***********************
Expire the passwords for all the users in your org, except for users with “Password Never Expires” permission.

User password resets:

**********************
Reset the password for specified users.

Login attempts and lockout periods:

***********************************
If a user is locked out due to too many failed login attempts, you can unlock the person’s access.

Restrict Login Access by IP Address Using Profiles:

=======================================
By default, Salesforce doesn't restrict locations for login access. If you do nothing, users can log in from any IP
address. You can restrict where users can log in from using profiles. For example, suppose that certain users shouldn’t
be able to log in if they’re using an IP address outside of the office.
* From Setup, in the Quick Find box, enter Profiles, then select Profiles.
* Select a profile and click its name.
* Click Login IP Ranges. If you don't have Enhanced Profile Interface enabled, scroll down to the Login IP Range
related list.
* Click New.
* Enter the start and end point of the range of trusted IP addresses, and click Save.

Restrict Login Access by Time:

=======================
For each profile, you can specify the hours when users can log in. For example, if you decide your call center
employees really only need to look at customer data while they're taking phone calls nine to five, you can make it so
they can't log in during evenings and weekends.
* In Setup, use the Quick Find box to find Profiles.
* Click the profile you want to change.
* Under Login Hours, click Edit.
Set the days and hours when users with this profile can log in to the organization.

Permission sets:
============
* A permission set is a collection of settings and permissions that give users access to various tools and functions.
* The settings and permissions in permission sets are also found in profiles, but permission sets extend users’
functional access without changing their profiles.
Permission sets make it easy to grant access to the various apps and custom objects in your org, and to take away
access when it’s no longer needed.
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 SALESFORCE NOTES
* Users can have only one profile, but they can have multiple permission sets.

You'll be using permission sets for two general purposes: to grant access to custom objects or apps, and to grant
permissions—temporarily or long term—to specific fields.

9. OWD
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Record Level Access:

================
OWD:
* OWD stands for Organization-Wide Defaults.
* OWD will specify the minimum level of access every user is going to have on the records in the organization.
* OWD sharing settings specify the default level of access to records.

These 4 are the most controlling ways of record level access in salesforce
1 OWD
2 Role Hierarchy
3 Sharing Rules
4 Manual Sharing.

We already know about the

Profile provides the baseline access
* OWD is the most restrictive setting.

How to go the OWD in salesforce Organization

Setup-> quickfind searchbox -> Sharring settings -> In sharing setting first part is OWD.

Most common OWD settings:

=======================
a. Private
b. Public Read
c. Public Read Write
d. Public Read Write Transfer
e. Public Full Access
f. Controlled by parent.

a. Private:
==============
If you define OWD as Private on an object. Only owner of the record can access the record and perform read, write
delete, transfer operation on the records.

b. Public Read:
==============
a. If you define OWD as Public Read on an object, every user can access every record in the object.
b. Records for which he is the owner on those records he can perform Read/Write /Delete/Transfer
c. Records for which he is not the owner, on those records he can only perform Read operation.

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 SALESFORCE NOTES

Public Read |Write:

========================
a. If you define OWD as public Read Write on a object, every user can access every record in the object.
b. Records which are owned by the user, on those records he can perform
Read|Write |Delete|Transfer operation
c. Records which are not owned by other users on other's record he can perform Read and write operations,

d. Public Read | Write | Transfer:

======================================
1. We can define OWD as Public Read |Write |Transfer only on Lead and Case object.
2. If you define OWD as Public Read | Write | Transfer on an object. Every user can access every record in the
Lead/Case object.
3. Records owned by the users, on those records he can perform
Read | Write | Delete |Transfer operation.
4. Record which are owned by other users on those records you can they can perform Read | Write |Transfer.

Public Full Access:

=====================
1. This can be defined only on Campaign object.
2. If you define OWD as public Full Access, every user in the organization can access every record in the object and
can perform Read | Write | Delete |Transfer operation on every record.

Controlled by Parent:
==================
1. if two objects are connected to each other using master-detail relation then child object will not have its own
Owner.
2. What the OWD defined on the master object same OWD will be applied on child object. which we call it as
controlled by Parent.

View All:
==============
a. On an object for a profile if we enable view All permission, all the users with this profile can access all the records
of the object irrespective of OWD.
b. They can perform read operation on others record.

Modify All:
===========
a. On an object for a profile if we enable Modify All permission, all the users with this profile can access all the
records of the object and perform Read | Write | Delete | Transfer operations on all the records

View All Data:

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==============
For a profile if we enable this option, all the users with this profile can access all the objects and all the records of the
objects. They can perform read operation on entire database.

Modify All Data:

==================
For a profile if we enable Modify all data option, all the users with profile can access all the records of all the objects.
They can perform Read | Write | Delete | Transfer operations on all the records.

Grant Access Using Hierarchies:

================================
If we enable this option, user can access all the records that accessible to the subordinates in the role hierarchy.
Note:
1. By default this option is enabled on standard objects.
2. On Custom objects we can enable or disable based on your business requirement.

Example:
Opportunity -> we make as Private
Now the opportunity records no one can access.

click on user=2 and check on the opportunity we didn't get the records.

10. Sharing Rules

Sharing Rules:
===========
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* Use sharing rules to extend sharing access to users in public groups, roles, or territories.
* Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
* If you have organization-wide sharing defaults of Public Read Only or Private, you can define rules that give
additional users access to records they do not own.
* You can create sharing rules based on record owner or field values in the record.
* You can define up to 300 total sharing rules for each object, including up to 50 criteria-based or guest user sharing
rules, if available for the object.

* Owner based Sharing Rules

* Criteria-Based Sharing Rules
* Manual Sharing
* Manual User Record sharing
* Apex Manages sharing.

Owner-Based Sharing Rules:

=====================
An owner-based sharing rule opens access to records owned by certain users.

Scenario:
=======
To share all records of users with role 'Customer Support International' with Customer support USA
OWD of Opportunity is Private.

User-1
Profile: System Administrator
Role: Customer Support International

User-2
Profile: Custom Profile
Role: Customer support USA

Step-1: Setup=> Quick find searchbox (Sharing settings) -> OWD => Opportunity (Private) => save
Step-2: Setup=> Quick find searchbox (Sharing settings) -> Scrolldown -> Opportunity -> New ->
Label: Sharing with USA
Select Your Rule Type: Based on criteria
Select which records to be shared: Role = Customer Support International
Select the users to share with: Role = Customer support USA
Select the level of access for the users: Read Only => Save

Now login to the User -2 and check the opportunity records.

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Criteria-Based Sharing Rules:

===============================
A criteria-based sharing rule determines with whom to share records based on field values.
Scenario: To share all leads with country NY with US Sales Reps.

OWD of leads is Private

Creation:
===========
Step-1: Setup=> Quick find searchbox (Sharing settings) -> OWD => Lead (Private) => save
Step-2: Setup=> Quick find searchbox (Sharing settings) -> Scrolldown -> Lead -> New ->
Label: USA Sales Reps
Select Your Rule Type: Baed on criteria
Select your rule type : Country = USA
Public group = USA Sales Reps
Access = Read Only => Save.

Let’s discuss on Public groups:

Public Group:
===========
A public group is a collection of individual users, other groups, individual roles, and/or roles with their subordinates
that all have a function in common.

Why public groups are used in Salesforce?

Public groups in Salesforce are use to define sharing rules.

Public groups are used to extend sharing rules beyond Role hierarchies in Salesforce. Now we are going to create
public group with different user which have different profiles and roles.

Creation of Public Group:

==============================
Setup =>Administer | Manage users | Public groups| New
Label: USA Sales Reps
Search: Users
Drag on drop on user-1 to Selected Members => Save.

Manual Sharing:
=============
Manual sharing rules are used to manually share the specific records to the other users.
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* This sharing button will appear only when the OWD is Private/Public Read Only.
* Sharing button will be available only to
+ Record Owner
+ System Administrator
+ Users above the record owner in role hierarchy.
+ Users with full access.
* Records can be shared with other users, roles, roles and subordinates, public groups, manager groups or Manager
subordinate groups.
* The visibility of the button can be controlled with the help of the page layouts.
* This feature will available on Classic only.

Example: Open leads object and choose any record and open the record to find on the sharing button. If the sharing
button is not appearing on record detail page then go to the page layouts her we find on buttons section and choose
sharing button drag n drop on the buttons section and click on save

Now click on sharing button record detail page click on Add button search :public group and choose USA sales Reps
and save.
It automatically the record is shared to the group of users.

Manual User Record sharing:

=======================
This Manual User Record sharing is applicable only on User objects only not in other objects.

Users=> click on any users=> here sharing button is appear and click on save.

Apex Managed Sharing:

===================
Apex managed sharing allows developers to programmatically share custom objects.
When you use Apex managed sharing to share a custom object, only users with the “Modify All Data” permission can
add or change the sharing on the custom object's record, and the sharing access is maintained across record owner
changes.

Field Level Access:

===============

Field Level Security:

***********************
It is used to restrict users access to view and edit the fields.
In Field Level Security we create two ways.
1 Pagelayouts (Read only/Required)
2 Field level setting of a field (Visible/Read-only)
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PageLayout:

* Pagelayout is nothing but the graphical user interface provided by the salesforce to manage the records in the
objects.
* By using the pagelayouts we can perform all DML operations i.e. we can insert, update, delete,upsert and view the
records inside the objects.

In pagelayout we have 2 modes.

1. Edit Mode/Edit Page/Edit Layout
2. Detail mode/Detail page/Detail Layout

1. Edit Mode/Edit Page/Edit Layout:

* It displays the graphical user interface, which provides the fields in editable format. So that user can edit/ modify the
existing field values.
* This page will be opened upon when the user clicks on "New Button/Edit Button".

2. Detail mode/Detail page/Detail Layout:

* Detail page will be seen on the record details.
* This page will be opened upon click on "Save" button.

They are 2 types of Pagelayouts :

1. Standard Pagelayout and
2. Custom pagelayout

1 Standard Pagelayout: Salesforce by default they created a pagelayout is known as Standard Pagelayout.

2 Custom pagelayout: As per business requirement we create a some pageloyouts then we called as a Custom
pagelayouts.

Creation of pagelayout:

Pagelayout-1:

Setup-> Quickfind searchbox(Objects)-> Departments-> Pagelaoyouts-> New ->

Page Layout Name: New Department -> Save -> Drag & drop the fields -> save

Pagelayout-2:
Setup-> Quickfind searchbox(Objects)-> Departments-> Pagelaoyouts-> New ->
Page Layout Name: Old Department -> Save -> Drag & drop the fields -> save
Pagelayouts are created now we need to assighn the pagelayouts to the profiles
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Pagelayouts-> Pagelayout Assignments -> Edit Assignment
System Admin -> New Department
Sales Profile -> Old Department

Now we open the departments and click on new here display on the specified paylayout fieldds.
-> At present we displayed on fields and section now I need to control the buttons and related lists (i.e. child records,
notes and attachments etc...)
Goto Pagelayouts-> buttons-> drag n drop on the buttons and -> save
Goto Pagelayouts-> Releated Lists > drag n drop on objects -> save
If one object has many pagelayouts but one profile has only one pagelayout.

Minipagelayout:

Pagelayouts-> minipagelayouts-> drag n drop on fields-> save

Record Types:
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to
different users based on profile. You might create record types to differentiate your regular sales deals from your
professional services engagements, offering different picklist values for each.

Recordtype Creation:

Setup-> objects (Departments)-> Record Types-> New ->

Record Type Label -> New Department
Active -> True
Profile -> System Admin -> True -> Next
Apply a different layout for each profile -> Yes
System admin -> New Department pagelayout
Save

Record Type-2:
Record Type Label -> Old Department
Active -> True
Profile -> System Admin -> True -> Next
Apply a different layout for each profile -> Yes
System admin -> Old Department pagelayout
Save

Record Type-3:
Record Type Label -> Regular Department
Active -> True
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Profile -> System Admin -> True -> Next
Apply a different layout for each profile -> Yes
System admin -> Deafult Department pagelayout
Save

Field history tracking in salesforce

* Field History tracking is a method where we can track the changes that happens to a field.
* This field history tracking can be done for custom objects and standard objects.

Step-1:
Goto Department Object -> Edit Object and check Optional Features and Check Tarck Field History and click Save.

Step-2:
Goto Department object Custom Fields and Relationships and click on Set History Tracking Button and choose fields
and click save.

Step-3: Got to Department Pagelayout in Related list

Drag n Drop on the Department History -> Save.

Step-4: Now edit the existing record in Department object and check on the Department History modification
notifications.

11. Reports and Dashboards

Reports and Dashboards:
====================

Report Types:
***************
* A report type defines the set of records and fields available to a report based on the relationships between a primary
object and its related objects.
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* Reports display only records that meet the criteria defined in the report type.

Report Types are classified into two types:

1. Standard Report Types
2. Custom Report Types

1. Standard Report Types:

==========================
These are the report types which are created by salesforce on all the standard objects and custom objects on which
allow reports option is enabled

2. Custom Report Types:

=========================
These are the reports types which are created by the user to meet his organization business requirement

Setup
|-----Build
|---Create
|-----Report Types
|---------New Custom Report Types

Step 1: Select Primary object (Ex: Account)

Step 2: Enter ReportType label and Name (Ex: Report Type Label)
step 3: Enter the description (Ex: Account Report Type)
Step 4: Choose the folder in which you want to store the report type (Ex: Others)
Step 5: Deployment Status: Deployed
Step 6: Specify on which set of data you want to create a report

a. If you want to include any child objects for the primary object
we can select up to three levels

b. We have two choices to specify on which records we can create reports

1. Every parent record should have at least one child

Note: if we select this option only those parent records which have at least one child only included in
report.
OR
2. Every parent may or may not have child record
Note : if we select his option all the parent records with their corresponding child will be included in
report.
we can choose any one choice to include the data in the report
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Step 7: Click on Edit layout and select the list of fields available in the report and Save.

Reports:
=======
It contains a collection of records retrieved from one or more objects and can be represented in a pre-defined format.
Salesforce provides 2 categories of Reports
1. Standard Reports:
Which has been provided by salesforce by default for all the standard and custom objects.
2. Custom Reports:
The Developer / Administrator can create / configure their own customized reports based on the business
need.
Note: All the Reports will get resides inside the "Report Folder".

There are four types of folder:

=======================
a. Standard Report Folder
b. MyPersonal Custom Report Folder
c. Unified Report folder
d. Custom Report Folder

Standard Report Folder:

============================
a. This folder will contain only standard reports.
b. We cannot store custom reports in this folder

MyPersonal Custom Reports:

============================
a. Any Reports stored to this folder are visible to only running user who created the report.
b. Reports stored in this folder cannot shared with any user

Unified Public Report folder:

===============================
a. Reports which are stored in the unified public folder can be accessed by all the users whose profile has
permissions enabled.
1. Manage reports in public Folder
or
2. View reports in the public Folder

Custom Report Folder:

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 SALESFORCE NOTES
=======================
a. Reports stored in this folder can be shared with
1. user
2. Role
3. Role and Sub
4. Public Group
b. we can grant access of View /Edit/Manager on this folder
c. User with "Create Report Folder" permission in the profile can create custom report folder.

They are 4 types of Reports:

1. Tabular
2. Summary
3. Matrix and
4. Joined

Salesforce provides the Two features / Tools to generate the reports.

1. Report Builder:
This feature is used to Configure the Report and we can run and test the report Data.

2. Report Scheduler:
This feature / Tool is used to make the report to be get Scheduled for the future runs based on the specified
periodical intervals.

Tabular Report:
-----------------
This will return you the list of records which are meeting the filter criteria in the form of table.

Example:
Reports-> New Report ->
1. Choose -> Opportunities
2. Click Filters, then apply the following filters:
3. For the Show Me standard filter, select All opportunities and click Done.
4. For the Opportunity Status standard filter, select Open and click Apply.
5. For the date standard filter, select Created Date and Current FY for the range and click Apply.
6. For the fastest results, always set the smallest date range you can. If your report has to sift through a great many
dates, it can take longer to show the information you’ve asked for.
7. The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount,
Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role,
Account Name.
8. Click Save.
9. Name your report Open Opportunities This Year.
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 SALESFORCE NOTES
10. Enter a description and save the report in the Public Reports folder.
11. Click Run.

Summary:
=========
* List of records will be form in a group.
* Grouping of the records in row wise is called Summary Report.
Reports-> New Report -> Create->
Example: Reports -> New Report-> Accounts -> Continue ->
Filter -> Show Me All Accounts -> Apply
Filter -> Created Date -> All Time -> Apply.
To make this report a summary report, you need to group rows. To group rows, first click Outline.
Under GROUP ROWS, from the Add group... picklist, select Rating and Save the Report and Run the Report.

Matrix :
=======
Grouping of records in row wise and column wise is known as Matrix Reports.
1. On the Reports tab, click New Report, choose the ‘Opportunities’ report type, and click Continue.
2. Click Filters, then apply these standard filters:
3. For the Show Me standard filter, select All Opportunities and click Done.
4. For the Opportunity Status standard filter, select Closed Won and click Apply.
5. For the Date Field standard filter, select Close Date. For Range, select Current FY. Click Apply.
6. For the fastest results, always set the smallest date range you can. If your report has to sift through a great many
dates, it can take longer to show the information you’ve asked for.
7. To summarize the report by Sum of Amount, click the More actions dropdown arrow on the Amount column. Then,
click Summarize and select Sum.
8. To change the report format to matrix, first group rows by Close Month and columns by type. To start grouping,
click Outline.
9. Under GROUP ROWS, from the Add group... picklist, select Close Month.
10. Under GROUP COLUMNS, from the Add group... picklist, select Type.
11. You may want to hide the report details when viewing a matrix report. Matrix reports are usually easiest to
consume with details hidden. To hide the report details, turn off Detail Rows.
12. Save your report as Opportunities by Sum of Amount and accept the auto-generated unique name.
13. Click Run Report.

JoinedReport :
==============
We can join two or more report types and form a single report which we call it as joined report

Setup-> Report Types ->

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Report Type Label : Account Phone
Description : Account Phone
Store in Category : Others
Deployment Status : Deployed -> Next -> Save.

Setup-> Report Types ->

Report Type Label : Account Industry
Description : Account INdustry
Store in Category : Others
Deployment Status : Deployed -> Next -> Save.

Reports-> New Report -> Accounts & Contacts (Account Phone)-> Create -> Change Report Type (Joined) -> Add
Report Type -> Save.
Note : If we want to join two report types both of them should have same primary object.

Schedule Reports:
==============
Reports-> Choose any Report Type (Ex: Tabular Report Form)-> Run Report(Drop Down)-> Schedule Future Runs->
Here we can schedule reports and Save Report schedule

Dashboards:
=============
* A dashboard is a pictorial representation of data generated by reports.
* Visualization of data in pictorial format helps us to understand the stats in a quick manner.
* It lets you show the data from reports using different charts like Pie, Bar, Line, Donut charts etc.
* Each dashboard component has one report supply.
* The same report can be supplied to different dashboard components.
* Now, we will create a Dashboard for the ‘Property Report’ we have created.

12. Campaign Management

Campaign:
=========
Why Campaigns?
To generate the Prospects. Prospects is nothing but a person / Company to buy our products.

How to get Prospects.

Advertisements (Tv/FM..)/Banners/Mass Emails etc.

who conducting the Campaigns? - Marketing Team.

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Marketing Teams consists of Marketing Manager and marketing people. All are responsible for conducting the
campaigns and generate the prospects.

Steps for successful Marketing campaigns.

1. Plan your campaign:
It is very important to get the prospects. What is budget of campaigns and how many people are working on this
campaign what is mode of this campaign and who is responsible of the campaign etc.
2. Enhance your campaign:
In every day lot of campaigns for every product and every service, so how we get on the leads then we give some
coupons, some good price etc.

Creating a Campaign:
=================
Before creating a Campaign in salesforce in campaign feature is not available bydefault. this basically requires a
Feature license.

How to check:
Setup-> Users-> goto system admin user and click on the user -> here Marketing User checkbox is enabled then we
have to access on the campaigns.
If the Marketing User checkbox is checked that means this user can access on the campaigns object.
Basically, in Marketing user we require a Featured License.

How to check on the Feature License

Setup-> company information->Feature Licenses -> Marketing User -> here we find on the available users and used
licences

Now we create a Campaign

Goto Campaign obbject -> Click on New button
Campaign Name : Campaign for Vivo V20 Mobile
Active : Checked true (if it is not checked the campaign is not activated)
Type : Advertisement (It is used for what type of campaign we are conducting).
Status : Planned
Start Date : Today
End Date : 2 days
Expected Revenue in Campaign : 100000
Budgeted Cost in Campaign : 70000
Actual Cost in Campaign : 60000
Expected Response : 70%
Save

Campaign Hierarchy :
==================
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* Hierarchy is nothing but parent and child relationship.
* Campaign Hierarchy means that parent and child relationships in campaigns.

Now we create a Campaign Hierarchy

=============================
Example:
Campaign US (Parent campaign) - > Camapign NY (Child Campaign)
* Camapign Albany
* Camapign Dutchess

Campaign NJ (Child Campaign)

* Camapign Absecon
* Camapign Allamuchy

Similarly, in our campaign

Campaign Vivo Mobile (Parent Campaign) -> Camapign Webairs (Child Campaign)
* Camapign Emails
* Camapign Mass Emails

Camapign Advertisements(Child Campaign)

* Camapign Tv shows
* Camapign Banners

13. Governor Limits

Salesforce Administrator Limits for Developer Edition

01. Max number of Custom Fields - 500

02. Max number of Custom Relationship Fields - 40
03. Max number of Active Workflow Rules - 50
04. Max number of Total Workflow Rules - 500
05. Max number of Approval Processes - 500
06. Max number of Active Lookup Filters - 5
07. Max number of Active Validation Rules - 100
08. Max number of VLOOKUP Functions - 10
09. Max number of Sharing Rules (Both Owner and Criteria-based) - 300

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 SALESFORCE NOTES
10. Max number of Sharing Rules (Criteria-based Only) - 50
11. Max number of Custom Objects - 400
12. Max number of User Licenses - 2
13. Max number of Rollup Summary Fields - 25
14. Max number of Custom App - 10
15. Max number of Tabs - 100
16. Max number of Master Details Relationship - 2
17. Max number of Custom Report - 400
18. Max number of File attachment - 2GB
19. Max number of people you can add to chat - 10
20. Max number of HTML - 5MB, PDF - 25MB, Word - 25MB, XLS - 5MB
21. Max number of custom logo - 20KB
22. Max number of mass email to 5,000 external email addresses per day
23. Max number of Active Flows - 500
24. Max number of Code coverage - 30,00,000 characters
25. Max number of Data storage - 20MB
26. Max number of Record Limit - 5MB
27. Max number of rows you can insert into a custom object is 2,000
28. Max number of source report columns you can map to target fields is 100.
29. Dynamic dashboards per org - 3
30. Report builder preview shows a maximum of 20 rows for summary and matrix reports and 50 rows for tabular.
31. Reports display a maximum of 2,000 records.
32. Summary and matrix reports display the first 2,000 groupings when Show Details is disabled.
33. Matrix reports display a maximum of 4,00,000 summarized values.
34. Matrix reports display a maximum of 2,000 groupings in the vertical axis when Show Details is disabled.
35. Up to 5 metrics display in the Lightning Experience report header.
36. In a joined report, each block can have up to 100 columns. A joined report can have up to 5 blocks.
37. You can add up to 10 custom summary formulas to each block in a joined report.
38. A joined report can have a total of 50 custom summary formulas.
39. Each joined report can have up to 10 cross-block custom summary formulas.
40. When you filter on standard long text area fields, such as Description or Solution Details, only the first 1000
characters of the field are searched for matches in reports.
41. Summary fields on tabular, summary, and matrix reports can display up to 21-digits.
42. Joined reports require that the new user interface theme is enabled. Users without the new theme are unable to
create, edit, or run joined reports.
43. Forecast reports include only opportunities that are set to close within the forecast period, except those assigned to
the Omitted forecast category.
44. A dashboard filter can have up to 50 options. By default, 10 options are enabled. Contact Salesforce to extend
your limit
45. Each dashboard can have up to 20 components.
46. A dashboard table or chart can display up to 20 photos.
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47. You must wait at least one minute between dashboard refreshes.
48. You can add up to 1000 fields to each custom report type.
49. The maximum number of rows you can insert into a custom object is 2,000.
50. The maximum number of runs you can store is 200.
51. The maximum number of source report columns you can map to target fields is 100
52. You can only add report charts from the enhanced page layout editor. The mini console and the original page
layout editor are not supported.
53. On detail pages, users can refresh up to 100 report charts every 60 minutes.
54. Your org can refresh up to 3,000 report charts every 60 minutes.
55. Each report can include up to five bucket fields
56. Each bucket field can contain up to 20 buckets.
57. Each bucket can contain up to 20 values.

Number of query rows: 50,000

Number of SOSL queries: 20
Number of DML statements: 150
Number of DML rows: 10,000
Maximum CPU time: 10,000
Maximum heap size: 60,00,000
Number of callouts: 100
Number of Email Invocations: 10
Number of future calls: 50
Number of queueable jobs added to the queue: 50
Number of Mobile Apex push calls: 10
Active validation rules per object - 100
Custom apps - 10
Custom fields per object - 500
Custom objects - 400
Tabs - 100
Users: maximum created - 2
Custom report types - 400
Dynamic dashboards per org - 3
HTML .htm, .html, .xhtml - 5 MB
PDF .pdf - 25 MB
PPT .ppt, .pptx, .pptm - 25 MB
RTF .rtf - 5 MB
Text .c, .cpp, .css, .csv, .ini, .java, .log, .sql, .txt - 5MB
Word .doc, .docx, .docm - 25 MB
XLS .xls, .xlsx, .xlsm - 5 MB
XML .xml - 5 MB

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Lead Status - 100
Task Status - 100
Opportunity Stage - 100
Mass Email Limits
You can send mass email to a maximum of 5,000 external email addresses per day per org based on Greenwich Mean
Time (GMT).
Role hierarchy -
salesforce license - 2
active flows - 500
rules - 2000
code coverage - 30,00,000 characters
data storage - 20MB
Record Limit - 5MB
Assignment, Auto-Response, and Workflow Rules Limits
Chatter Answers Limits
A question in Chatter Answers can receive up to 500 replies.
Custom Field Limits
Custom Picklist Limits
Limits for customized selection lists that let users pick values from a predefined list of entries.
Custom single-select picklists can have:
Up to 1,000 values
Up to 255 characters per value
Custom multi-select picklists can have:
Up to 500 values
Up to 255 characters per value
Users can select up to 100 values at a time on a record.
General Email Limits
an email with a 25 MB attachment
Mass Email Limits
You can send mass email to a maximum of 5,000 external email addresses per day per org based on Greenwich Mean
Time (GMT).
Active validation rules per object - 100
Custom applications - 10
Custom fields per object - 500
Custom objects - 400
Custom Tabs - 100
Users: maximum created - 2
Max number of custom obeject - 400
Max number of fields per object - 500
Max number of user account - 2
Max number of validation rule - 100
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 SALESFORCE NOTES
Max number of custom app - 10
Max number of Tabs - 100
Max number of Master Details Relationship - 2
Max number of Custom Report - 400
Max number of file attachment - 2GB
Max number of people you can add to chat - 10
Max number of HTML - 5MB, PDF - 25MB, Word - 25MB, XLS - 5MB
Max number of Approvel Prcess - Approvel process per org - 1000, Approvel process per object - 300
Max number of custom logo - 20KB

14. Process Builder

Process Builder:
==================
Salesforce process builder is a powerful tool you can use to automate business processes.
It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and
time-based actions.
It is a tool that allows you to automate business processes using a graphical representation of your process.

Actions in Process Builder:

Trigger Apex code:

You can use the Salesforce process builder to invoke Apex code you have written within Salesforce. Apex can be
anything from custom logic to save a record to complex business processes. To invoke an apex class in process
builder we have to use @AuraEnabled attribute.

Create a record:
This will allow you to create new records and set certain field values for the new record.

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Email alerts:
IN order to send an email from a process, you must create the email alert. To send an email alert that email should be
associated with the same object on which process is started. Email template contains the standard text, list of
recipients, and template

Trigger a flow:
You can launch a flow from your process to automate complex business processes.

Post to Chatter:
Process builder post to chatter action helps to post information to any user or group chatter feed within Salesforce.
The post will appear in the chatter field as if the person who triggered the process had written it. You can reference
groups or topics and add merge fields.

Submit for approval:

Only the record that started the process will be submitted. You can’t submit any related records for approval.

Update records:
Update one or more records that are related to the record that started the process. You can update the record with
manually entered values or by using the values from related records. We can update records of parent or child whereas
workflow only updates same or parent object from the child.

Quick actions:
You must already have global actions or an object specific action created within Salesforce to use these quick actions.
You can then select to log a call, send an email, or update a record.

Process:
This action will call another process to another process. For this action, you need to choose process type as it invoked
by another process.

Example: Create a record

Scenario - 1: create a child case whenever a new case is created with the Case Reason – Breakdown.

Setup => Quick Find box, type Process Builder. => New.
Name the Process: Create child case.
The process starts when A record changes.
Click Save.

Add Object: Case

process only when a record is created. And Save

Add Criteria:
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Name the criteria: Create a Child Case
The criteria should execute actions when the conditions are met.
Set Conditions
Field: Case | Reason
Operator: Equals
Type: Picklist
Value: Installation
Select All of the conditions are met (AND).
Click Save

Immediate Action:
Add Action =>
Action Type: Create a Record.
Name the action: Child Case
Record type: Case
Set Field Values:

Row 1:
Field: Status
Type: Picklist
Value: New
Click Add Row

Row 2:
Field: Case Origin
Type: Picklist
Value: Email
Click Add Row

Row 3:
Field: Parent Case ID
Type: Field Reference
Value: Case. ID

Save and Activate

Example -2:

If create a new User send a automatic mail.

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Step -1: First we need to create a Email Template
Step -2: create a Email Alerts in workflow section.

Process Name: Create a New User

Description: If new User is created then send a automatic mail

Add Object: User

Start the process: only when a record is created => Save
Add Criteria:

Criteria Name: User Active

Conditions are met
User.IsActive = Boolean True
All condition is met => Save

Immediate Action (Add Action)

Action Type: Email Alert
Action Type: Send an Email
Email Alert: User_Email_Alert => Save

Example -3: Child records Updated

WHENEVER AN OPPORTUNITY GETS CLOSEDWON
* A New Contract need to automatically created for the opportunity Account.
* Contract's Account: Opportunity Account
Status: Draft
Contract start date: Opportunity Closed date
Contract term - 6 Months
Notify the owner.

Process Name: Create a child record

Add Object: Opportunity

Start the process: when a record is created or edited

Add Criteria:
Criteria Name: opportunity is closedwon
Set Conditions: stage = picklist closedwon.
All of the conditions are met (AND) Save

Here we taken 2 actions

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Action -1:
Action Type: Create a record
Action Name: Create a Contract Record
Record Type: Contract
Account ID FR Aooportunity.AccountID
Status picklist Draft
Contract Start Date FR Opportunity.closedate
Contract Term Number 6

Add Action:
Action -2:
Action Type: Email Alert
Action Name: Notify the Opp Owner
Email Alert: opportunity Email Alert and Save

Example- 4:

Time Department Actions:

Whenever a department records get created with department details is numm and update the field on depart name and
department code after one day.

Process Name: Create a child record

Object : Department__C
only when record is created and Save

Add Criteria:

Department Details ISnull Boolean True and Save

Schedule Actions : Set Schedule => 1 Day After Created Date
In Schedule Action and Add Action:

Action Type: Update Records

Action Name: Update Department Detais
Record Type: Select the Department__c record that started your process
Department Details Formula: "Department Name"+[Department__c].Name + "Department Code" +
[Department__c].Department_Code__c
Save and Activate

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15. Approval Process

Approval Process:
* It is an automated mechanism that we can set up to process the approval of records with in organization.
* Approval process enables to specify which user is to approve the record.
* When working with Approval process in salesforce crm requires some settings after he record is either, first
submitted, approved, rejected or recalled for approval.
* Approval Processes and workflow are similar as both have same actions.

Difference between Approval process and workflows

Workflow Rules:
* Workflow rules are activated when record is saved.
* Workflow rules consists of single step and single action.
* Workflows can be modified, deleted
* In Workflows automatic tracking of history is not available.
Approval Process:
* Approval Processes are triggered explicitly when we click on Submit for Approval.
* Approval Processes consists of multiple steps.
* Some attributes cannot be modified in approval Processes.
* Approval processes must be deactivated to delete.
* Approval history can be tracked here.
* If the record is set to “locked down” that record cannot be changed.
Note: Before creating Approval Process first of all we need to check whether the users have access to read/Edit
permission’s to particular objects, fields and records.
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Parallel Approval Process:

When a record is submitted more than one user in single step process is known as parallel approval process.
Users :
Profile : System Admin
User : Siva
Profile : Custom Sales Support
User : User2
Profile : Salesforce Platform
User : Admin User
Profile : System admin
User : Delegated User
Here scenario is Student Mode of payment Cash we need to approval to Siva and User2

1) Create a Email Template:

Setup=> Classic Email Templates => New Email Template => Custom (without using Classic Letterhead) =>
Folder: Educational Services
Available for Use Enabled
Email Template Name: Student Fee Email Template
Description: Student Fee Email Template
Subject: Student Fee Email Template
HTML BODY
Dear {!Student__c.Name} {!Student__c.Last_Name__c}, <br /><br />
Payment of {!Student__c.Annual_Fee__c} through {!Student__c.Mode__c} and transaction date {!
Student__c.CreatedDate}.<br /><br />
Thanks and Regards<br />
Edu Services

2) Post a Chatter:
Setup => Build => Customize => Chatter => Chatter Settings => Edit => Approval Post (Enable Allow Approvals)
=> Save.
Feed Tracking:
Feed Tracking => Student => Enabled Feed Tracking => Mode => Save.

3) Post Template:
Setup => Workflow & App => Post Template => New Template=>
Select Object: Student
Name: Student Fee Post Template
Choose objects and click save.

4) Create a Approval Process:

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Setup=> Approval Process => Create a New Approval Process (Use Standard setup Wizard)
Process Name: Student Cash Mode Payment Approval
Specify Entry Criteria: Student.Mode = Cash
Record Editability Properties: Administrators OR the currently assigned approver can edit records during the approval
process.
Email Template: Student Fee Email Template
Approval Post Template: Student Fee Post Template
Initial Submitters: Submitter Type (User: Admin User)
I'll do this later. Take me to the approval detail page to review what I've just created.
Go.

New Approval Step:

Name: Student Cash Mode Payment Approval
All records should enter this step.
Automatically assign to approver(s).
Automatically assign to approver(s). (Choose two users {Siva ,User2 }) and
enable the approver's delegate may also approve this request.
No, I'll do this later. Take me to the approval process detail page to review what I've just created.
Go & Activate.

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16. Queues
Queue:
======
* Queues are a collection of records that doesn’t have any owner. Users who have access to the queue can examine
every record that is in it and claim ownership of one’s they want.
* Queues help to prioritize, distribute, and assign records to teams who share workloads.
* Queue records can be accessible by the "Queue Members".
Queues doesn't support all standard objects.
Ex: Lead, Case, Order, Feedback, Feedback Question, Feedback QuestionSet, Performance Cycle, Goal, Metric,
Macro, Knowledge Article Version, User Provisioning Request and All Custom Objects.

Note: All the Queue's information will get resides inside the "Group" object. (Where Type='Queue')
Ex: Select id, name, type from Group Where type='Queue'
Note: We can have one or more Queues inside the organization based on the need.

Use case:
------------
Configure a "USA Sales Queue", which can hold Only the Lead Records. And add the "User-2 User" as the
member for the Queue.
Setup --> Administer --> Manage Users --> Queues
1. Click on "New" button
2. Enter the "Queue Label and the Name"
3. Enter the Queue Email Id.
4. Select the checkbox "Notify All Queue Members". To notify to all Queue members, upon placing the a
record inside the Queue.
5. Select the Queue Supporting Objects by using "Add / Remove" button.
(Ex: Lead Object)

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6. Add the Queue Members by using Picklist
(Ex: User-2 User)
7. Click on "Save" button.

Assigning Records to Queue:

===========================
Once the Queue has been configured, then we can assign the Lead / Case records to either a User / Queue.
Upon assigning the records to the Queue we have the below ways.
1. Manual Assignment:
2. Automated Assignment (Assignment Rules)

Assign Record to Queue Manually:

---------------------------------------------
Once the record has been created, then we can transfer the ownership of the record to either a User / Queue manually
with the help of "Owner Field" as below.

Use case:
Create a Lead Record inside the Object, and Transfer the Ownership of the record to "USA Sales queue"
manually.

1. Create a Lead Record inside the object.

2. Goto the "Lead Record's Detailed" page.
3. Goto the "Owner Field"
4. Click on "Change" link.
5. Select the New Owner Type as "Queue" from the Picklist
6. Select the required Queue to transfer the Record
(Ex: USA Sales Queue)
7. Click on "Save" button.

Observation:
The Lead Record's ownership will get transferred to "USA Sales Queue". And the Queue members will
receive an email notification.

Accepting the Queue Record:

--------------------------------------
Once the Record has been assigned to the Queue, then any of the Queue member can accepted it as below.

Login into the "Queue Member" user account.

1. Click on the "Required Object's Tab" (Ex: Leads)
2. Click on "Enhanced List View" options.

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3. Select the "Queue Name" (Ex: USA Sales Queue) from the "List View Options.
4. It will list out all the records awaiting inside the queue.
5. Select the checkbox, for the required records to get accept.
6. Click on "Accept" button.

Observation:
The record ownership will get transferred from "Queue" to the "User" automatically by default.

Assigning Records To Queue Automatically:

==================================
We can assign the records to the queue automatically with the help of by configuring the "Assignment Rules".

By using Assignment Rules, we can assign a Lead / Case record to either a "User / Queue" dynamically at runtime
based on the user defined conditions.

Salesforce provides 2 types of Assignment Rules.

1. Lead Assignment Rules:

These are used to assign a Lead record to either a User / Queue based on the specified conditions.

2. Case Assignment Rules:

These are used to assign the Case Records to either a User/ Queue based on the conditions.

3. Custom Assignment Rules:

We can implement the assignment rules for our custom objects with the help of "Triggers".

Use case:
------------
configure a "Lead Assignment Rule", to assign the Lead record to the specified Queue based on the State as
below.

Lead State Name Queue Name

-----------------------------------
state = 'NY' --> NY Sales Queue
State = 'NJ' --> NJ Sales Queue
State = 'CA' --> CA Sales Queue.

Setup --> Build --> Customize

1. Click on "Leads" link and expand it.
2. Click on "Lead Assignment Rules" link.
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3. Click on "New Rule" button, to create a New Rule.
4. Enter the "Rule Lable and Name".
5. Select the checkbox "Active"
6. Click on "Save" button.
7. Click on "Rule Entries" button.
8. click on "Add" button, to add the New Entry.
Ex:
Lead: State = 'NY'
9. Select the "Queue / User" to Transfer the Ownership.
Ex:
USA Sales Queue
10. Click on "ok" button.
11. Repeat the Steps 7 - 10, to add the remaining conditions.
12. Click on "Save" button.

Testing the Assignment Rule:

--------------------------------------
1. Click on the "Leads" Tab.
2. Click on "New" button.
3. Enter the Lead field values.
4. Goto the "Optional Features" section.
5. Select the checkbox "Assign using Active Assignment rules".
6. Click on "Save" button.

Observation:
Once the Lead Record has been created, then it will assign the Lead to the associated Queue based on the
conditions

Note: We can have one or more assignment rules inside an organization. But, Only one assignment rule will be in
"Active" status at a time.
Note: Assignment Rules will get fired always "After Insert/ After Update" the record inside the object.

Case Assignment Rules:

======================
By using Case assignment rules, we can assign a Case Record to either a User / Queue dynamically at runtime based
on the user defined conditions.
We can have one or more case assignment rules inside the organization. But at a time Only One Case Assignment
Rule will be in Active status.
Case Assignment Rules will get fired always "After Insert / After Update" the Case Record inside the object.

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Use case:
------------
Configure the Case Assignment Rule, to assign the Case Records to the associated Queue based on the Case
Status and Priority as below.

Conditions Queue Name

----------------------------------------------------------------
Status = 'New' & Priority = 'High' --> Tier 1 Service Queue
Status = 'New' & Priority = 'Medium'--> Tier 2 Service Queue
Status = 'New' & Priority = 'Low' --> Tier 3 Service Queue.

Pre-Requisite:
We have the configure the below 3 Queues, by adding the "Case" as the Supporting Object and "Development
User" as the Queue Member.

1. Tier 1 Service Queue

2. Tier 2 Service Queue
3. Tier 3 Service Queue

Configure the Case Assignment Rule:

Setup --> Build --> Customize
1. Click on "Case" and expand it.
2. Click on "Case Assignment Rule".

Web to Lead:
============
By using this feature, we can capture the Lead Records through the Organization website.
i.e. By placing a Form inside the Organization website, we can capture the Lead Records through online.
To achieve this, we have the enable the Web To Lead feature inside the organization as below.
Setup --> Build --> Customize
1. Click on "Leads" and expand it.
2. Click on "Web To Lead" link.
3. Goto "Web To Lead Settings" section
4. Click on "Edit" button.
5. Select the checkbox "Web To Lead Enabled".
6. Click on "Save" button.
Note: By default, Web To Lead feature is enabled for every salesforce.com organization.
Implementation Steps:
Step 1: Create a HTML Web to Lead form, to capture the Lead Details.

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We need to generate an HTML form to be get placed inside the Organization's website, to capture the
Lead Record details.
Step 2: Provide the HTML generated code to the Organization
web designer to place inside the Website.
Note: Upon sharing the HTML code to the organization web designer, we can recommend the required changes, like
"Fields to be Mandatory, Field Length, etc.".
Step 3: Once the User submit the details by filling up the form, salesforce will receive the details and will create a
New Lead record inside the Lead Object automatically.
3.1. Once the New Lead Record has been created, then it will apply the "Lead Assignment Rule"
on the record automatically by default.
So that record should get assigned to the required User / Queue based on the conditions.

Limits:
=======

Web to Case:
============
By using this feature, we can create the Case records inside the Case object through the Organization Website /
Online.
To receive the Case records through online, we have the enable the "Web To Case" checkbox as below.
Note: By default, web to case checkbox will be enabled for every organization.
Step 1: Enable the Web to Case feature.
Setup --> Build --> Customize
1. Click on "Self Service" and expand it.
2. Click on "Web To Case" link.
3. Click on "Edit" button, inside the "Web To Case" Settings section.
4. Select the checkbox "Web To Case Enabled", select the Default Case Origin as "Web" and
Select the Default Case "Owner" from the Lookup icon.
5. Click on "Save" button.

Step 2: Generate the Web To Case HTML Form

Setup --> Build --> Customize
1. Click on "Self Service" and expand it.
2. Click on "Web To Case HTML Generator".
3. Select the require fields to be visible on the HTML form.
4. Click on "Save" button.

Step 3: Place the HTML form inside the Organization's

Website, by contacting the Organization's Web Designer.

Step 4: Users / Customers can access the Form from the

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Website and can create the Case Records.

Limits:
-------
1. Salesforce will capture max. of 5,000 Case records through online in 24-hours time frame.
2. Additional Case records will store into the "Salesforce Queue" upto 50,000.
3. We can increase the Daily Limits by contacting "Salesforce.com" organization.

Auto Response Rule:

================

An auto-response rule is a set of conditions for sending automatic email responses to lead or case submissions based
on the attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form.

Step-1: create Email Template (Lead Auto Response Rule)

Step-2: setup-> Lead-AutoResponse-Rules -> New
Rule Name : NY Sales Reps
Active - True
Step-3: click on NY Sales Reps -> Rule Entries -> New
Sort Order 1
Field : state = NY
Name : Nandakumar
Email :
Email Template: (Lead Auto Response Rule) -> Save

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17. Actions
Actions:
1. Object Specific Action
2. Global Specific Action

Object Specific Action:

==================
* Object-specific actions let users create records that have automatic relationships to other records, make updates to
specific records, and interact with records in ways that you define.
* Object-specific actions can update records.
* Object-specific actions can create records that are automatically associated with related information.

Scenario: When the user creates a Department Record at same time we create a Student Record also.
Setup-> Object Manager -> Departments-> Buttons Links & Action -> New Action->
Click on save
Drag and Drop on the fields
Click Save.
Goto Pagelayouts -> Department pagelayout-> Edit-> Mobile & Lightning Actions
Drag & drop on the New student Action to the Salesforce Mobile and Lightning Experience Actions and click Save.
Now open any Department Record ->
Here we find on New Student Action.

Global Specific Action:

==================
Global actions are intended for users want to do something quickly, one of the actions is to create object record
quickly, but the new record will not auto relate with other records, such as when creating Contact for Account, the
user need to manually select the Account from New Contact action layout.
Setup-> QuickFind Search Box -> Global Actions -> New Action
Click Save.
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Drag and Drop on the Fields and Click Save.
Object Manager-> Student-> page layouts-> click on student page layout-> Mobile & Lightning Actions-> Drag &
Drop on the New Contact Action in Salesforce Mobile and Lightning Experience Actions and click Save.
Now open a Student Record -> In Student Record Detail Page
Similarly, we can create any objects in New Contact Global action.

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