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Salesforce Basic Tips for Newbies

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Creating an Application:

An app in Salesforce.com is nothing but a container, which contains a name, a logo, and an ordered set of tabs and objects. Some standard applications are there in our organization like Sales, Marketing Etc.

Path for Creating Custom application: Setup>Build>Create>Apps.If we want to create a custom application we can create by using the above Path.

Objects in sales force:

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Generally speaking, API objects represent database tables that contain your organization’s information. The term “record” describes a particular occurrence of an object .A record is analogous to a row in a database table. A field is analogous to Column in a database table. Some Objects already created for you by Sales force those are called standard objects. Objects you create in your organization are called custom objects.

Creating Custom objects:

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Path for Custom objects: Setup>Build>Create>objects>New custom object.

By using the above path under an application we can create custom objects.While creating objects we have to allow that object information to create reports and activities. After creation of object the page you will get is called as object definition page.  Whenever we are creating an object by default some standard fields will created those are object name, Last modified by, Owner, Created by. If we want to edit standard fields we can edit, but we cannot be able to delete those fields.

Creating Custom Fields:

If want to create custom fields in any object we can create by using the following path .Path for Creating Fields in Custom objects: Setup>Create >Objects(select the object) Custom fields & Relationships.

Path for Creating Fields in Standard objects: Setup>Build>Customize (Select the object) Fields>Custom fields & Relationships.

Page layouts:

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Control the layout and organization of detail and edit pages. Control which fields, related lists, and custom links users see, on detail and edit pages only. Control which standard and custom buttons display on detail pages and related lists. Determine whether fields are visible, read only, or required, on detail and edit pages only.

Creating Page layouts:

Page layout for standard objects: Setup>Build>Customize(Select the object) Page    layout>New page layout

For custom Objects: Setup>Build>Create>Objects(Select object)Page layout New page layout

Page layout Assignment:

Page layout assignment is for to assign or to see for each and every profile what is the layout. Path is same as page layout beside “new page layout” there should be a button called “Page layout assignment”.

Record types:

Record types allow you to offer different business processes, picklist values, and page layouts to different users. Record types can be used in various ways, i.e, If we are having different business process and we want to save those information in a single object at that time we will go for record types.

for Standard Objects: Setup>Build>Customize(Select object) record Type>New record type

for Custom objects: Setup>Build>Create>Objects(Select object)Recordtypes>New record type

for each record types we have assign a different page layout. We can assign it while creating the record type or after creating record types we have to go for layout assignment.

Page layout Assignment for Record types:

In object definition page in record types section “Page layout Assignment” would be there beside “new” . There we can  choose a unique page layout for each Record type

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Author:

Hi! I am Pritam Shekhawat, Salesforce MVP. I am working as a 3x Certified Salesforce developer as well I am a co-leader of Noida Salesforce user group. Most important thing which I like about Salesforce is giving back. There aren’t enough words in the dictionary to describe the significance of giving back.

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