SALESFORCE APPLICATION - SHOPPING
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 ?
Two types of Apps in Salesforce.
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 "Complaint 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 "Complaint Management".
4. What is Object ? How many types of Objects ? How to create Custom Object ? Create a Custom Object with name "Complaint".
Object is database table in Salesforce which is used to store the data.
Two types of objects.
A. Standard Object: Created by Salesforce. Example - Account, Contact.
B. Custom Object: Created by User. Student, Employee, etc.
To create custom object, follow below steps:
Login into Salesforce org ==> Setup ==> Object Manager ==> Create ==> Object ==> Provide details.
5. What is Tab ? How many types of Tabs ? How to create a Tab ?
Tab is a user interface component used to display data.
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
Login into Salesforce ==> Setup ==> Home ==> search "tabs" ==> Tabs ==> Custom Object Tabs ==> New.
5. What is Field ? How many types of Fields ? How to create a custom 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.
to create object - Setup ==> Object Manager ==> Select Object "Complaint" ==> Fields & Relationships ==> New.
Create below custom fields for "Complaint" object.
Field Name: Field Data Type:
=========== ================
Complaint Number Auto Number (Record Name)
Complaint Name Text
Complaint Description Text Area
Complaint Status Picklist (picklist values are New, In-Progress, Resolved)
Complaint Solution Text Area
Customer Name Text
Customer Phone Number Phone
Customer Email Address Email
Customer Country Picklist (India, USA)
Customer State Picklist (Alaska, Telangana, AP)
Customer Home Address Text Area
Customer Number with
Complaint Number Formula (value Customer Number + Complaint Number)
6. What is Report ? How many types of Reports ?
7. How to create Report ? Create a Report to display Complaints based on Status.
8. What is Dashboard ? How to create Dashboard ? Create a Dashboard for report "Complaints".
=====================================
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 ?
Two types of Apps in Salesforce.
A. Standard App
B. Custom App
A. Standard App is created by Salesforce.
Example: Sales, Service, Marketing, etc.
Marketing ==> Campaigns
Sales ==> Opportunities
Service ==> Cases, Solutions
B. 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 "Complaint 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:
Shopping
==========================================
4. What is Object ? How many types of Objects ?
Object is database table in Salesforce which is used to store the data.
Two types of objects.
A. Standard Object: Created by Salesforce. Example - Account, Contact.
B. Custom Object: Created by User. Student, Employee, etc.
5. How to create Custom Object ? Create a Custom Object with name "Customer".
To create custom object, follow below steps:
Login into Salesforce org ==> Setup ==> Object Manager ==> Create ==> Object ==> Provide details.
6. What is Field ? How many types of Fields ? How to create a custom 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.
to create object - Setup ==> Object Manager ==> Select Object "Customer" ==> Fields & Relationships ==> New.
Create below custom fields for "Customer" object.
1. Customer:
Customer Name (Record Name – This will be created while creation of Object)
Phone – (Field data type – Phone)
Email – (Field data type – Email)
Country - (Field data type - picklist). picklist values are India, USA (Controlling field)
State - (Field data type - picklist). picklist values are Andhra Pradesh, Telangana, Alabama, Alaska (Dependent field)
Address – (Field data type – Text Area)
Create Product object with below fields:
2.
Product:
Formula field:
Field Name: Current Quanity
Data type: Formula
Decimal Places: 2
Formula: Quantity__c - Products_Sold__c
Rollup summary
field:
Field Name: Products Sold
Data Type: Roll-Up Summary
Summarized Object: Invoice
Field to Aggregate: Invoice: Quantity
Summary Type: SUM
Create Invoice Object with below fields:
Formula field:
Field Name: Products Cost Before Discount
Data Type: Formula
Decimal Places: 2
Formula: Product__r.Price__c * Quantity__c
Formula field:
Field Name: Products Cost After Discount
Data Type: Formula
Decimal Places: 2
Formula: Products_Cost_Before_Discount__c -
(( Discount_Rate__c / 100 ) * Products_Cost_Before_Discount__c )
7. What is Tab ? How many types of Tabs ? How to create a Tab ?
Tab is a user interface component used to display data.
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
Login into Salesforce ==> Setup ==> Home ==> search "tabs" ==> Tabs ==> Custom Object Tabs ==> New.
8. What is Report ? How many types of Reports ?
9. How to create Report ? Create a Report to display Complaints based on Status.
10. What is Dashboard ? How to create Dashboard ? Create a Dashboard for report "Complaints".
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