Employee Management App

 Salesforce Application -Employee Management

 

1. What is App in Salesforce ?

An app is a group of tabs that work as a unit to provide the functionality.

2. How many types of Apps in Salesforce ? What are they ?

Two types of Apps in Salesforce. They are

1. Standard App

2. Custom App

1. Standard App is created by Salesforce. 

Example: Sales, Service, Marketing, etc.

Marketing ==> Campaigns

Sales ==> Opportunities

Service ==> Cases, Solutions

2. Custom App is created by User.

Example: Shopping, College Management, Recruiting, etc.

3. How to create App in Salesforce ? Create a Custom App with name "Employee Management".

Login into Salesforce org ==> Setup ==> Home ==>  Go to search box "Quick Find" ==> Type "App Manager" ==> Click on App Manager ==> click on "New Lightning App" button ==> 

App Name "Employee Management".

4. What is Object ? 

Object is database table in Salesforce which is used to store the data.

5. How many types of Objects ? 

Two types of objects. 

A. Standard Object: Created by Salesforce. Example - Account, Contact.

B. Custom Object: Created by User. Student, Employee, etc.

6. How to create Custom Object ? Create a Custom Object with name "Employee".

To create custom object, follow below steps:

Login into Salesforce org ==> Setup ==> Object Manager ==> Create ==> Object ==> Provide details.

7. What is Tab ? 

Tab is a user interface component used to display data.

8. How many types of Tabs ? 

Tabs are two types: 

Standard Tab: Created by Salesforce 

Custom Tab: Created by User.

5 types of custom tabs: 

1. Custom Object Tabs

2. Web Tabs

3. Visualforce Tabs

4. Lightning Component Tabs

5. Lightning Page Tabs

9. How to create a Tab ? Create a Tab for Employee object.

Login into Salesforce ==> Setup ==> Home ==> search "tabs" ==> Tabs ==> Custom Object Tabs ==> New.

10. What is Field ? 

Field is just like column of salesforce object. 

Example: If Student is object, then Student Name, Student Address are the fields of the Student object.

11. How many types of Fields ? What are they ?

Two types of fields. They are:

1. Standard fields

2. Custom fields.

12. How to create a custom field ?  Create below custom fields for "Employee" object.

To create object - Setup ==> Object Manager ==> Select Object "Complaint" ==> Fields & Relationships ==> New.

Field Name: Field Data Type:

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

Employee Name Auto Number (Record Name)

Phone             Text

Email                                Email

Date of Birth     Date

Designation         Picklist (Salesforce Developer, Java Developer, .NET                                                 Developer, 

Country         Picklist (India, USA)

State                         Picklist (Alaska, Telangana, AP)

District                            Hyderabad

Home/Street Address Text Area

PIN Code                         Number

Employee Number          Auto Number {Format - E-{0000}  starting number 1}

13. What is Formula field ? 

14. How to create a Formula field ? Create a formula field on Employee object to display Employee details.

Field Name: Employee Details 

Field type: Formula

Formula value: Employee Name +' - '+ Employee                                   Designation

15. What is Validation rule ? 

16. How to create a Validation rule ? Create a validation rule on Email .[Validation rule : Email cannot be blank]

17. Create a validation rule on Pin Code.[Validation rule: Pin Code length should not be more than 6 digit number]

18. What is Report ? How many types of Reports ? 

19. How to create Report ? Create a Report to display Employees based on Designation.

20. What is Dashboard ? How to create Dashboard ? Create a Dashboard for report "Employees based on Designation".

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21. What is relationship field in Salesforce ? How many relationships included in SFDC & What are they? 

We are having two types of relationships, they are

Lookup Relationship

Master-Detail Relationship

22.  What is a “Lookup Relationship”?

This type of relationship links two objects together,

Up to 25 allowed for object

Parent is not a required field.

No impact on a security and access.

No impact on deletion.

Can be multiple layers deep.

Lookup field is not required.

23. What is “Master-Detail Relationship”?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records.

Up to 2 allowed to object.

Parent field on child is required.

Access to parent determines access to children.

Deleting parent automatically deletes child.

A child of one master detail relationship cannot be the parent of another.

Lookup field on page layout is required.

24. How can I create Many – to – Many relationship?

Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.

25. What is Profile? How to create a Profile? Create a Profile with name "Shopping" and provide the access to Employee Management application and it's related components.

26. What is User? How to create a User? Create a User with profile "Employee".

27. What is Role? How to create a Role.

28. What is Permission set. How to create Permission set.

29. What is OWD? How to provide the access using sharing settings?

30. Data loader.