The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
This incredible document will help you understand complete Salesforce Admin 201 topics in detail.
Just go through this entire document and then attend ADM 201 certification exam.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
This incredible document will help you understand complete Salesforce Admin 201 topics in detail.
Just go through this entire document and then attend ADM 201 certification exam.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Experience Cloud is Salesforce’s digital experience product - but what exactly can you do with it? From simpler peer-to-peer communities to more complex portals. Take a look at practical considerations for setting up an Experience Cloud site, using both out-of-the-box and easily available components to build an interactive community for their org.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Learn about Salesforce Marketing Cloud, the feature-rich marketing automation platform, and how it helps increase customer engagement and provide a personalized experience. We will also discuss the Marketing cloud career paths and various resources available to get started.
What You Need to Know About Salesforce Customer 360Cloud Analogy
Salesforce Customer 360 enables organizations to connect Salesforce applications and create a unified customer ID to build a single view of the customer. In this presentation, you will get all the necessary details you need to know about Salesforce Customer 360.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
An introduction to OAuth 2.0 from a Salesforce perspective to establish the foundations of OAuth 2.0. Discusses the key concepts of Authentication and Authorization and distinguishes the two. Also discusses Open ID connect.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Common Data Model - A Business Database!Pedro Azevedo
In this session I presented how Common Data Service will be the future of Business Application Platform and how this platform will help the Dynamics 365 to grow.
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Experience Cloud is Salesforce’s digital experience product - but what exactly can you do with it? From simpler peer-to-peer communities to more complex portals. Take a look at practical considerations for setting up an Experience Cloud site, using both out-of-the-box and easily available components to build an interactive community for their org.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Learn about Salesforce Marketing Cloud, the feature-rich marketing automation platform, and how it helps increase customer engagement and provide a personalized experience. We will also discuss the Marketing cloud career paths and various resources available to get started.
What You Need to Know About Salesforce Customer 360Cloud Analogy
Salesforce Customer 360 enables organizations to connect Salesforce applications and create a unified customer ID to build a single view of the customer. In this presentation, you will get all the necessary details you need to know about Salesforce Customer 360.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
An introduction to OAuth 2.0 from a Salesforce perspective to establish the foundations of OAuth 2.0. Discusses the key concepts of Authentication and Authorization and distinguishes the two. Also discusses Open ID connect.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Common Data Model - A Business Database!Pedro Azevedo
In this session I presented how Common Data Service will be the future of Business Application Platform and how this platform will help the Dynamics 365 to grow.
Common Data Service – A Business Database!Pedro Azevedo
In this session I tried to explain to SQL Community what is Common Data Service, it's a new Database or only a service to allow Power Users to create applications.
PatSeer is a fully-featured global patent database with powerful integrated analytics, project management, and collaboration capabilities. PatSeer includes 74 million full-text records and more than 115 million+ records across 104+ countries. It includes a rich search syntax with all the capabilities needed by professional patent searchers. With powerful filtering, multidimensional analysis, and collaboration capabilities PatSeer helps you get your patent projects done online with ease.
This PPT contains around 100 Salesforce Interview question. 50 questions are from configuration part and other 50 are from coding Part. This will help the Salesforce aspirant to refresh the Salesforce knowledge on a go.
PatSeer Patent Database brings you a fresh Web 2.0 approach to searching, analyzing, comparing, collaborating, sharing and managing patent data projects. It’s simple, smart and serious enough to meet the needs of most demanding professional searchers too. PatSeer includes full text of 15 countries and Biblio data of 95+ countries to ensure that your patent search is comprehensive and reliable.
PatSeer can offer a multi-dimensional solution for the entire company’s patent project requirements:
- It creates a centralized work environment for your internal team to manage and work on patent data projects, carry out analysis and deliver insights
- It can be configured to share access to various projects with members across departments within the company that may need the insights or collaborate on a project
- It can be used to assign projects to external service providers for analysis, litigation analysis or other work while managing control, access and security at every level
- It can be used to urgently pull up, filter and analyze patents for quick insights needed to make immediate decisions from any location, meeting room or device with web access
- It creates a unified patent project management environment integrating all the various resources, functions and people involved in the process eliminating the inefficiencies and challenges usually faced by those who rely on and work with patent projects and data.
PatSeer provides a multiple advantage for service providers:
- It creates a centralized work environment for your team to manage and work on patent data projects, carry out analysis and deliver insights. Managers can assign projects to research associates and monitor progress.
- It doubles as a web based delivery platform for customers giving them a richer engaging experience than Excel, while helping you manage the quality of your deliverables
A wide range of permission settings give you complete control of what to make visible or editable to your customer and also allow you to engage other stakeholders of the project such as external counsel or senior management
- Reduced risk of failure – As compared to developing and maintaining inhouse platforms, with PatSeer, you are using a platform thats been developed with tried and tested practices and where continued product innovation ensures the platform meets markets needs today and in the future.
Both PatSeer Projects and PatSeer Premier have been architecturally designed keeping in mind the most critical needs of service providers while understanding each one can have their own unique requirements.
PatSeer Premier (as well as PatSeer Projects) offers a quick “sign in & get started” solution ready to use in minutes while extending extensive administrative controls that allow you to set up a work environment for patent projects as well as a collaborative online sharing delivery platform for your customers on your own terms, based on your specific requirements.
Reports about your Office 365 can help you analyze, rectify problems and manage resources better. This reporting tool provides details needed by Office 365 administrators to make the best use of Office 365 resources.
As your Salesforce implementations become more complex, working with multiple orgs becomes a standard hurdle. Connecting with the correct data, at the correct time, when you have multiple orgs can be very difficult. Join us as we explore the new Lightning Connect: Salesforce Adapter. We'll examine how Admins can connect multiple orgs together, how data can be shared between those orgs, and how you can continue to build a complete view of your customers.
We offer online IT training with placements, project assistance in different platforms with real time industry consultants to provide quality training for all it professionals, corporate clients and students etc. Special features by InformaticaTrainingClasses are Extensive Training will be in both Informatica Online Training and Placement. We help you in resume preparation and conducting Mock Interviews.
Emphasis is given on important topics which are essential and mostly used in real time projects. Informatica training Classes is an Online Training Leader when it comes to high-end effective and efficient I.T Training. We have always been and still are focusing on the key aspects which are providing utmost effective and competent training to both students and professionals who are eager to enrich their technical skills.
Training Features at Informatica training classes:
We believe that online training has to be measured by three major aspects viz., Quality, Content and Relationship with the Trainer and Student. Not only our online training classes are important but apart from that the material which we provide are in tune with the latest IT training standards, so a student has not to worry at all whether the training imparted is outdated or latest.
Course content:
• Basics of data warehousing concepts
• Power center components
• Informatica concepts and overview
• Sources
• Targets
• Transformations
• Advanced Informatica concepts
Please Visit us for the Demo Classes, we have regular batches and weekend batches.
Informatica online training classes
Phone: (404)-900-9988
Email: info@informaticatrainingclasses.com
Web: http://www.informaticatrainingclasses.com
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...informapgpstrackings
Keep tabs on your field staff effortlessly with Informap Technology Centre LLC. Real-time tracking, task assignment, and smart features for efficient management. Request a live demo today!
For more details, visit us : https://informapuae.com/field-staff-tracking/
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Globus
The Earth System Grid Federation (ESGF) is a global network of data servers that archives and distributes the planet’s largest collection of Earth system model output for thousands of climate and environmental scientists worldwide. Many of these petabyte-scale data archives are located in proximity to large high-performance computing (HPC) or cloud computing resources, but the primary workflow for data users consists of transferring data, and applying computations on a different system. As a part of the ESGF 2.0 US project (funded by the United States Department of Energy Office of Science), we developed pre-defined data workflows, which can be run on-demand, capable of applying many data reduction and data analysis to the large ESGF data archives, transferring only the resultant analysis (ex. visualizations, smaller data files). In this talk, we will showcase a few of these workflows, highlighting how Globus Flows can be used for petabyte-scale climate analysis.
Enhancing Research Orchestration Capabilities at ORNL.pdfGlobus
Cross-facility research orchestration comes with ever-changing constraints regarding the availability and suitability of various compute and data resources. In short, a flexible data and processing fabric is needed to enable the dynamic redirection of data and compute tasks throughout the lifecycle of an experiment. In this talk, we illustrate how we easily leveraged Globus services to instrument the ACE research testbed at the Oak Ridge Leadership Computing Facility with flexible data and task orchestration capabilities.
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Mind IT Systems
Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. It’s here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
top nidhi software solution freedownloadvrstrong314
This presentation emphasizes the importance of data security and legal compliance for Nidhi companies in India. It highlights how online Nidhi software solutions, like Vector Nidhi Software, offer advanced features tailored to these needs. Key aspects include encryption, access controls, and audit trails to ensure data security. The software complies with regulatory guidelines from the MCA and RBI and adheres to Nidhi Rules, 2014. With customizable, user-friendly interfaces and real-time features, these Nidhi software solutions enhance efficiency, support growth, and provide exceptional member services. The presentation concludes with contact information for further inquiries.
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
Globus Connect Server Deep Dive - GlobusWorld 2024Globus
We explore the Globus Connect Server (GCS) architecture and experiment with advanced configuration options and use cases. This content is targeted at system administrators who are familiar with GCS and currently operate—or are planning to operate—broader deployments at their institution.
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...Juraj Vysvader
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I didn't get rich from it but it did have 63K downloads (powered possible tens of thousands of websites).
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
Understanding Globus Data Transfers with NetSageGlobus
NetSage is an open privacy-aware network measurement, analysis, and visualization service designed to help end-users visualize and reason about large data transfers. NetSage traditionally has used a combination of passive measurements, including SNMP and flow data, as well as active measurements, mainly perfSONAR, to provide longitudinal network performance data visualization. It has been deployed by dozens of networks world wide, and is supported domestically by the Engagement and Performance Operations Center (EPOC), NSF #2328479. We have recently expanded the NetSage data sources to include logs for Globus data transfers, following the same privacy-preserving approach as for Flow data. Using the logs for the Texas Advanced Computing Center (TACC) as an example, this talk will walk through several different example use cases that NetSage can answer, including: Who is using Globus to share data with my institution, and what kind of performance are they able to achieve? How many transfers has Globus supported for us? Which sites are we sharing the most data with, and how is that changing over time? How is my site using Globus to move data internally, and what kind of performance do we see for those transfers? What percentage of data transfers at my institution used Globus, and how did the overall data transfer performance compare to the Globus users?
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Globus
The U.S. Geological Survey (USGS) has made substantial investments in meeting evolving scientific, technical, and policy driven demands on storing, managing, and delivering data. As these demands continue to grow in complexity and scale, the USGS must continue to explore innovative solutions to improve its management, curation, sharing, delivering, and preservation approaches for large-scale research data. Supporting these needs, the USGS has partnered with the University of Chicago-Globus to research and develop advanced repository components and workflows leveraging its current investment in Globus. The primary outcome of this partnership includes the development of a prototype enterprise repository, driven by USGS Data Release requirements, through exploration and implementation of the entire suite of the Globus platform offerings, including Globus Flow, Globus Auth, Globus Transfer, and Globus Search. This presentation will provide insights into this research partnership, introduce the unique requirements and challenges being addressed and provide relevant project progress.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Globus
Large Language Models (LLMs) are currently the center of attention in the tech world, particularly for their potential to advance research. In this presentation, we'll explore a straightforward and effective method for quickly initiating inference runs on supercomputers using the vLLM tool with Globus Compute, specifically on the Polaris system at ALCF. We'll begin by briefly discussing the popularity and applications of LLMs in various fields. Following this, we will introduce the vLLM tool, and explain how it integrates with Globus Compute to efficiently manage LLM operations on Polaris. Attendees will learn the practical aspects of setting up and remotely triggering LLMs from local machines, focusing on ease of use and efficiency. This talk is ideal for researchers and practitioners looking to leverage the power of LLMs in their work, offering a clear guide to harnessing supercomputing resources for quick and effective LLM inference.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
Listen to the keynote address and hear about the latest developments from Rachana Ananthakrishnan and Ian Foster who review the updates to the Globus Platform and Service, and the relevance of Globus to the scientific community as an automation platform to accelerate scientific discovery.
2. Agenda
DAY 1
• Welcome / Introduction
• Organization Set Up
• Global User Interface
• Standard and Custom Objects
DAY 2
• User Set Up
• Security and Access
• Workflow Automation
DAY 3
Sales and Marketing Applications
Service and Support Applications
Activity Management
DAY 4
Data Management
Analytics, Reports and Dashboards
Content Management
DAY 5
Desktop and Mobile
Chatter
AppExchange
4. Organization Setup
Describe the components of the company profile (eg fiscal year, business hours, currency
management, default settings, companyinformation).
9. How doLocale Settings Work?
User Record
(Personal)
Company Profile
(Defaults)
Locale = English US
Language = English
Time Zone =PDT
Locale = English US
Language = English
Time Zone =PDT
Locale = English UK
Language = English
Time Zone =GMT
Locale = Japanese
Language =Japanese
Time Zone =JST
Set your locale settings at
the company level and at
the userlevel
• Set your company defaults
for your organization’s head
office
• New usersautomatically
inherit the company
defaults
• Modify personal locale
settings for each useras
required
12. Custom FiscalYear
Define a custom fiscal year if you have:
• A 13-month fiscalyear
• 13-week fiscal quarters
• A fiscal year not starting on the first day of the month
15. What’s Happened to My Closed Opportunities?
Historical Opportunities have amount updated on new currency rates – providing bad
information
Multi-currency allows just one exchange rate per currency, by default. This means that when you
update an exchange rate, you are updating the converted amount on all records using that currency.
16. What is Advanced CurrencyManagement?
Allows you to “lock” the converted amount on closed opportunities
• You can give each new exchange rate a start date
• Closed opportunities use the rate that corresponds with the close date
17. Global UserInterface
Distinguish between the various UI features that an administrator controls, including the
implications (eg UI settings, search settings, list views, home page layouts).
18. What are User InterfaceSettings?
Global settings that let you configure
the way all usersinteract with
Salesforce and theirdata
Use them to:
• Speed upnavigation
• Enhance productivity
22. ListViews
Create list views for frequently performed searches
• Filter on aspecific field or fields
• Specify which groups of users have access to the list view
• Print listviews
• Edit records in list views. (Mass & In-line edit, Record Types)
• Enable enhanced lists to make inline editing available in list views too
• Follow records and view related Chatter posts
23. Salesforce Search
Customize search settings and search layouts to help users quickly find the information they
need
Sidebar Search:
• Only enabled with Chatteroff
• Searches only a subset of records and fields
• Phrase search, matches words inexact sequence
Global Search:
• Only enabled with Chatteron
• Searches more records and fields, including Chatter feeds, groups, and people
• Search words treated separately
24. Organization Setup
Sample Question
Whatisthe impact on a user if the organization level locale changes?
a. The default locale of the user is also set to the new organization level locale
b. The user is asked for a choice; if he would like to choose new organization locale or his own
locale
c. No impact on the user as he keeps using his own default locale
d. From a new session, user will see everything in the new organization locale
Answer:c
25. Hands-on Exercises – 1 HOUR 50 MINUTES
Administration Essentials for New Admins “Getting Your Organization Ready forUsers”
https://lms.cfs-api.com/v1/content/528efcf0-2ff1-48c6-b5e5-
232015463e37/presentation_content/external_files/gettingyourorganizationreadyforusers.pdf
1: Check the Company Profile
2: Check the Fiscal Year and Set Up the Euro Currency 2-3:
Set Up theYen Currency
4: Update Exchange Rates
5: Update the Yen Exchange Rate with ACM 2-6:
Modify the UIto Improve User Experience 2-7:
Configure Searches
8 : Create a Technology Accounts ListView
9 : Create a Manufacturing Accounts ListView
26. Standard and CustomObjects
• Describe the standard object architecture and relationship model
• Explain how to create, delete, and customize fields, page layouts, and list views
• for custom and standardobjects
• For scenario, determine appropriate fields & page layouts for custom and standard objects
• Explain how to create, delete, and customize record types for custom and standard objects
• For scenario, determine appropriate record types & business processes for
custom/standard objects
• Explain the implications of deletingfields
• Describe when to use and how to create formula fields
27. Types of Objects*
Standard Objects
• Pre-defined objects included with Salesforce, by default
• Objects used to store data in standard tabs eg accounts, contacts, opportunities
Custom Objects
• New user-defined objects you create to store information unique to your organization
• Extend functionality that standard objectsprovide
• Eg for an app to track product inventory, the custom objects might be Merchandise and
Invoices
*Not counting External objects
28. What are CustomObjects?
Objects you create uniquely in your own org
• Custom Fields
• Relationships to otherObjects
• Page Layouts
29. Properties ofObjects
Objects can haverelationships
•Relationship fields define how records in one object relate to records in another object
•Similar to primary and foreign keys in a RDBMS
Objects power interface elements that allow users to interact with data
•Tabs, page layouts, lists of related records (Related Lists) Built-in
supportfor:
• Access management/security, validation
•Formulas
•History Tracking
Objects described usingMetadata
• Make easy to create and modify records and manage customizations
30. Object Fields
Fields are the ‘columns’in the spreadsheet analogy, eg Name, Email, Phone
Force.com automatically assigns a hidden Identity Field (called ID)
ID field is usually a case-sensitive 15-character (also an 18-character case-insensitive form) When
viewing a record you can see the ID at the end of the URL eg:
https://yourInstance.salesforce.com/0015000000Gv7qJ
If you need to convert the 18-character ID to a 15-character version, truncate the last three
characters. Salesforce recommends that you use the 18-character ID.
31. System Fields
Objects also have some read-only system fields automatically associated with them:
• Created Date – The date and time when the record was created
• Created By – The user who created the record
• Last Modified By —
The user who last modified the record
• Last Modified Date —
The date and time when the record was last modified by a user
• System Modified Stamp —
The date and time when the record was last modified by a user or
process, such as atrigger
Database automatically assigns values to these fields when object is created or modified
32. Custom Fields
Store information and data about custom objects
Some examples of available field types include
Text, Formula, Number, Checkbox andPicklist
Allow you to add field level help
Enable you to define additional properties,
including required, unique andExternal ID
Can be changed to another data type, but may
cause data loss
When you delete a custom field, both the field and
data aredeleted
There is a limit on the number of custom fields per
object depending on the Salesforce edition
33. Data Types
Numeric Field
• Number
• Currency
• Percent
Calendar
• Date
• Date/Time
Limited Option
• Checkbox
• Picklist
• Picklist (MS)
Formatted Text
• Email
• Phone
• URL
Text
• Text, TextArea
• Text Area (L), Text Area(R)
• Text Area (E)
Calculation
• Auto Number
• Formula
• Roll-Up
34.
35. Data TypeConversion
Only convert custom fields for which no data exists or you risk losing your data. Changing data type
of an existing custom field can cause data loss in the following situations:
• Changing to or from type Date or Date/Time
• Changing to Number from any othertype
• Changing to Percent from any othertype
• Changing to Currency from any othertype
• Changing from Checkbox to any othertype
• Changing from Picklist (Multi-Select) to any othertype
• Changing to Picklist (Multi-Select) from any othertype
o Currently defined picklist values are retained when you change a picklist to a multi-select picklist. If records contain
values that are not in the picklist definition, those values will be deleted from those records when the data type changes.
• Changing from Auto Number to any other type
• Changing to Auto Number from any type except Text
• Changing from Text Area (Long) to any type except Email, Phone, Text, TextArea, or URL
36. Implications of DeletingFields
• Before deleting a custom field, consider where it is referenced. You can’t delete a custom field that
is referenced elsewhere. For example, you cannot delete a custom field that is referenced by a
field update orApex.
• When you delete a custom field, all of the field history data is deleted and changes are no longer
tracked.
• A background process periodically runs that cleans up metadata associated with deleted custom
fields. This process will affect the Last Modified Date and Last Modified By fields on page layouts,
record types, andcustom objects.
• Deleted custom fields and their data are stored until your organization permanently deletes them
or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its
data. However, the field still counts against the maximum number of custom fields allowed in your
organization.
37. What can you do to Standard and Custom Fields?
Standard Fields
• Change the fieldlabel
• Add help text
• Add, edit and reorder values in picklists
Custom Fields
• Can be deleted
• Changing the data type of a custom field will result in data lost
• List views based on the field will be deleted, and assignment and escalation rules may be
affected. Only modify fields with no data, or consider using new fields.
• Deleting a field will also result in data loss
• Salesforce stores deleted fields and their data for a maximum of 15 days, during which you can
undelete or permanently erase them
38. More on StandardFields
ID
Provides a unique identifier for each record Is
system-generated and cannot bemodified
Is indexed
First three characters identify the type of
object
Owner
Represents an individual or group of users
Default owner of a record is its creator
Name
Is a short description to identify a record’s
content
Is indexed
Is a requiredfield
Can have two datatypes:
• Text: User assigned, not necessarily unique,
modifiable
• Auto-Number: System-generated, unique (usually), not
modifiable
Appears as the first column by default in list
views and relatedlists
39. Standard and CustomObjects
Sample Question
What are the basic steps when adding anew custom field?
a. Select field type, enter field details, set field level security, select page layouts
b. Select field type, enter field details, set sharing rules, select field level security
c. Select field label, select field type, set sharing rules, select page layouts
d. Select field label, select field type, select field level security, select record types
Answer:a
40. Picklists
Select values from a predefined list
Use pickliststo:
• Speed up dataentry
• Maintain data quality byallowing
only permissiblevalues
• Facilitate searching,reporting
and filtering
Allow users to select either single or multiple values from a predefined list during data entry
Dependent picklists give you the ability to create multi-level dependencies
41. Dependent Picklists
With custom fields, you can define dependencies
between picklists
When implementing field dependencies, you
select which picklist is dependent and which is
controlling
Using dependent picklists enables you to create
simple lists to categorizedata
42. Picklists
Additional Limits for Custom Picklists
Within the 15,000 total character limit, custom picklists can have:
• Up to 1,000entries
• Up to 255 characters perentry
Custom multi-select picklists canhave:
• Up to 150values
• Up to 40 characters pervalue
NOTE: For multi-select picklists, users can select up to 100 values at a time on a record.
Picklist Field Max Number ofEntries
Lead Status 100
Task Status 100
Task Priority 50
Case Status 100
Case Priority 50
Opportunity Stage 100
43. Picklists
Sample Question
What types of fields can be used asthe controlling field in a dependent picklist(2):
a. Standard Checkbox
b. Custom Picklist
c. Custom Multi-SelectPicklist
d. Formula field
Answer: a, b
44. Field Dependencies
Multi-select picklists
Multi-select picklists can be dependent picklists but NOT controlling fields
Standard versus custom picklists
Custom picklist fields can be either controlling or dependent fields Standard
picklist fields can be controlling fields but NOT dependent fields
Picklist limitations
Acontrolling field can have up to 300 values
If a field is both a controlling field and dependent picklist, it can’t contain more than 300 values
45. Field HistoryTracking
Can be enabled on objects to track changes up to 20 standard/custom fields
Changes viewed on record’s History related list or through History reports Track date
and time ofchange
Track the user making thechange
Track old and new values (not multi-select picklists or large text fields)
Can be performed on all custom objects and following standard objects: Accounts, Contacts, Leads,
Cases, Solutions, Contracts,Opportunities
46. Relationship Fields
Objects can haverelationships:
• Relationship fields define how records in one object relate to records in another object
• Similar to primary and foreign keys in a RDBMS
• Force.com database differs from RDBMS in way that record relationships are implemented
• Instead of primary/foreign keys, to define relationships, Force.com uses relationship fields
• Relationship field stores ID of parent record in a relationship, as well as optionally
providing user interface representations in both the parent and child records
47. Master-Detail Relationships
• A relationship between two different types of records that associates the records with each other
• The master object can be a standard object, such as Account or Opportunity, or a custom object
• Standard objects cannot be on the detail side of the relationship
• When a master record is deleted, related detail records are also deleted
• The Owner field on the detail record is automatically set to the owner of the master record
• Custom objects on the detail side of a master-detail relationship can't have sharing rules, manual
sharing, or queues, as these require the Owner field
• Security settings for the master record control the detail record
• Master-detail relationship field is required on the page layout of the detail record
• The relationship is created in Salesforce starting on the detail (child) object
48. Master-Detail Relationships
• Maximum 2 Master-Detail relationships can be created (many-many/junction object)
• By default, records can’t be reparented in master-detail relationships. Administrators can, however,
allow child records in master-detail relationships on custom objects to be reparented to different
parent records by selecting the Allow reparenting option in the master-detail relationship
definition
• As a best practice, don't exceed 10,000 child records for a master-detail relationship
• If you delete a detail record and later, separately, delete its master record, you cannot
undelete the detail record, as it no longer has a master record to relate to
49. Lookup Relationships
• Arelationship between two records to associate records with each other
• Allows users to click a lookup icon on a record and select another record from a popup window
• On the associated record, you can display a related list to show all records that have been linked
to it
• If a lookup field references a record that has been deleted, by default Salesforce clears the lookup
field
• Alternatively, you can prevent records from being deleted if they’re in a lookup relationship.
• Security is controlled byOWD
• Can be a self-relationship. One example is user hierarchy (both of type User)
• Can be used to create one-to-one and one-to-many relationships
50. Lookup Filters
Limit search results for relatedfields
Can compare fields to other fields or static values Can
be required oroptional
51. Relationship Conversion
Can convert a master-detail relationship to a lookup relationship:
If no roll-up summary fields exist on the masterobject
Can convert a lookup relationship to a master-detail relationship:
If the lookup field in all records contains avalue
54. Many-to-Many Relationships
• A many-to-many relationship allows each record of one object
to be linked to multiple records from another object and vice
versa
• Many-to-many relationships are implementedthrough the use
of junctionobjects
55. Adam wants to delete an account and the 15 contacts associated with it. Which method
should he choose to delete the records in the most efficient way?
a. Select each contact record and delete one-by-one. Once all of the contact records have been
deleted, the account record can be deleted manually.
b. Use Data Loader to mass delete the records.
c. Ask a developer to write a query in the developer console to delete the records.
d. Delete the account record; the contact records will be automatically deleted.
Relationships
Sample Question
Answer:d
56. Schema Builder
Visual tool for viewing, modifying all objects and relationships
Schema/Entity RelationshipDiagram
Simplifies designing, implementing and modifying datamodel/schema View
existing/create newinteractively
Let’s you create:
• Custom Objects
• Lookup relationships
• Master-Detail relationships
• All custom fields except Geolocation
Accessed via Setup | Schema Builder
Schema cannot be exported to use in another org
Enabled bydefault
57. Search... Se c
h
Schema B
u
i
l
d
e
r Help kif this Page
Closa Auto-1!.ayom [ Vlow O
1
p
t
l
o
ns
,•
_...,.....,...................................................................................................................................................................................................................................................................................................................................................................................... --t
•
Elemen ts, Objects
Selectobjects to displayon the blJJll,er.
Seleci from All O
b
j
e
c
t
,
. Quick Fl11d•
•
.
D
Accourni
D Aetlviry
Asset
0 Campaign
D Campaign M
e
m
t
l
e
r
Case
Cor
n
u
i
c t
D
Corntract
0 Evenl
0 Idea
0 Lead
0 MobileDevice
0 Oppo rtunity
0 Opportunity P
r
l
l
e
l
u
c
t
0
LOoJrlJP(Ac,owir;
/<>00onlNams
A!!oa,a.Ulnt Te:rrr-10,
,,_,.
I
ll!lt•
Looi!U/lUse,)
t.ool!up{Use,)
lenr20;
T41:rrr i
UlngTD.-rAmar,!-200J1
U).Oeji,1:,o):
lcJniij
A,5;5-L F'liOm:t
I
Bilillde le
.
C<lnleo o..,.,..
Craaled Ely
Dat<
1
.wm Koy
Olilplilr1rnil.nl
0.""1'1K:,n
0a N<lt Cal
Emal
E mal Opt OIJt
Fax
F.ex Opt Cul
Home Flh,ana
CJ>eckoox
Fox
O>Kkl>O•
p1,c,....,
Ls.ng,uag ,
a
s lff'd(H'.Ui
Il e s t M
o
d
i
f
.
,
,
i By l.O<IIILJ,o,Us•!)
Lest Stay-a,-Toum Fleque•t D
e
t
e
O&J•'I
Last Stay-al-Touffl S.a'l'B Oate O
&
,
!
e
;T,.'716'
P>cl r
_
,
Caso 0, •
I
Atll..St:nment CGun1 Mffi>olJlb O
J
BuUl ,es;s. Hours LOOJc.up1ausmes.! rs
Casa Nuriler
Casa 0/igii
le
a
...O,,.,o,
Auto N u , _ ,
P><•st
Loo•up(Usr,r+I}
CalW!f
b
1
a
1
S
O
n fl>ctli'iJ
Clc!-tid ""1:ln Ctest
e
e
l C.•;ec.kt>w
Ccniect Emal
-
Ccniect Fax
,,,..,,,,,
Ccnieci M
a
b
l
e
Cllnieci N,ame
O:int.,;u:t Pl'l<1n1
1
,
1
Pr.on,,
lO()>;upfCo/?la<JJ
P.. . , , , .
le.<>l<
>
dB
r
Delo/Trne cao...d
IDaiotrrne O
p
o
n
e
d
L_..,,fL!s&.')
Dsr8/llme
l1918/'llme
De..,._,tion U>f"} 1..-1,lraa/32000/
Eng"'""milRsq Nurrtier
I nt.cmilll C
o
l
'f
f
n
l
l
n
l
•
lu,otMo<ld,oaEly
Pamnic.e..,
r•.-,12)
°""'""""
r....AJw.ar,0001
L
e
g
m
e d
Lookup R
e
l
a
t
i
o
n
s
h
i
1
p
- Master-!Detall R
e
l
a
t
i
o
n
s
h
i
p
IRequired Field
•a..,
O"'
..
Aecou t
IAccount N
a
m
e
AooountNuntier
IA.ooount Ov.nar
Account Site
Jl.1CCC1u-ntSi:!Ul"QBI
Aotivo
Annual R
a
v
a
m
u
e
B_,,g Add1es
IC.,,alod By
Qss1omer PriJrity
IJ.aie .oc,mKey
le.rf4-0j
looo:up/lJS<!I)
le,rr
P,i;Jr11sr
Piit"J.r...,tr
C.U,J.tr.• y(J• o;
Al>1r!>I!
lOOoup/lJS<!I)
.11",IJM
le,rr;>o;
D,GKJ1'11nn , "'fl ,.,., AJNr11000,
,.
.. _. o;
Fa,
E l
l
>
y
,
,
n
Fax
Industry .Plic.11,1.is
r
IL t Modified By
Nvrrber of L""8 1
i
o
n
•
Own,e,r&hiw
up/lJS< !I)
,111. -iJ o;
Po:Jr11sr
D
[
,.,.,,.
0
Produci
Solution
Show More F
.
e
l
d
s
. PJ.f. SJ
F'iarieint A cai un t l«!l
PMnlEi
<"f'ke<OU..)
0 TasK R.amg P.-:-.11,1,isr
0 User ShiPp11gAdclress
SICC<lde
M:lnm
lexr ?(HI
"
-
58. Working with SchemaBuilder
Click objects to move them around canvas. Schema Builder saves the layout. Click
Auto-Layout to sort the object layout (cannot undo)
Elements tab – drag and drop new custom objects
Objects tab – select which objects to display in the canvas, egAll, Selected, Standard, Custom Search
for objects in Quick Find box
59. Schema Builder
Sample Questions
All of the following are advantages of the Schema Builderexcept:
a. All object and field relationship details are available from one screen
b. You can view fields and relationships for custom, but not standard objects
c. Schema Builder shows details like field values, required fields, and how objects are related
d. It's easy to build objects and fields directly from the Schema Builder, allowing you to visualize
and change relationships withease
Answer: b
Tocreate a custom object from the SchemaBuilder:
a. From the Objects tab, select New > Object
b. From the Elements tab, drag Object onto the canvas
c. Right-click in the canvas and select 'New Object'
Answer: b
60. OPTION 1: Hands-on Exercise - 60 MINUTES
Data Modelling
https://trailhead.salesforce.com/modules/data_modeling
• Understand Custom & StandardObjects
• Create Custom Objects &Fields
• Create Object Relationships
• Work with Schema Builder
NOTE: Part of the
pre-workTrailhead
61. Option 2: Hands-onExercise
Building Your DataModel
Building Applications with Force.com - Part 1 “Building Your Data Model” Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 3-1: Creating Custom Objects
Exercise 3-2: Creating Custom Fields Exercise
3-3: Creating Lookup Relationships
Exercise 3-4: Create Master-Detail Relationships
Exercise 3-5: Creating a Custom Junction Object
Exercise 3-6: Creating a LookupFilter
62. Custom App
There are three declarative ways to make
changes to the userinterface:
• custom applications
• custom tabs
• page layouts
AForce.com custom app consists of a name, a
description, an ordered set of tabs and optionally
a custom logo and landing page
Salesforce provides standardapplications
such as Sales and CallCenter
You can create custom applications to meet
your unique businessneeds
64. Page Layouts
Apage layout controls the position and organization of the fields, sections, buttons and related
lists that are visible to users when viewing or editing a record
Page layouts also help us control the visibility and editability of the fields on a record
We can set fields as read-only or hidden, and we can also control which fields require users to enter a
value and which don't
65. Page Layouts
Page Layout defines the organizationof:
• Fields
• Custom Links/Buttons
Page Layout customizationsinclude:
• Field locations
• Page sectioncustomizations
• Field properties
66. Adding Chatter to the Page Layout
• Enable Chatter to allow
users to follow recordsand
see updates on therecords
they follow
• Configure what fields
trigger a Chatterupdate
• Setup | Customize | Chatter
| FeedTracking
67. Page Layout
Sample Question
You created a new custom field on the Contact object, but it is not visible on the page layout.
You want to display it in a new ‘Additional Information’ section – how canyou add it?
a. Add it to allprofiles
b. Use fieldaccessibility
c. Create the new section then add the field using the page layout editor
d. Edit the page layout and add the field
Answer:c
68. Option 1: Hands-on Exercise – 40 MINUTES
• Customizing Navigation, Buttons and Links
• Modifying Page Layouts
• Creating List Views
UI Customization
https://trailhead.salesforce.com/modules/customizing_user_interface
NOTE: Part of the
pre-workTrailhead
69. Option 2: Hands-onExercise
NOTE: Focus only on exercises 3-1 to3-4
Building Your UserInterface
Building Applications with Force.com “Building Your User Interface” Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pdf
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs Exercise 3-
3: Customizing Page Layouts
Exercise 3-4: Enable Chatter on the Position Object
70. What are RecordTypes?
Different views of the same object with
differing data showing depending onthe
profile of the userviewing
Arecord type is assigned one page layout
type perprofile
Determines the required fields bypage
layout and the valid pick list values by
business process to ensure users only
complete valid fields andvalues.
Define different sets of values for
Standard and Custom picklistfields
Implement custom business process by
associating them to specific page layouts
71. What are RecordTypes?
On which objects can Icreate multiple record types?
• Multiple record types may be created for every tab, with the exception of the Home,
Forecasts, Documents, Reports, Consoles, and Web tabs.
What happens if I need to add a picklist value?
• You will be prompted to select which record types should include the new value.
If I’m looking at a detail page, how do I know what record type it is?
• For tabs that have multiple record types defined, you can look at the Record Type field on the
page. This field needs to be added to all the page layouts used by all the record types.
Do users have to display the jump page every time they create a newrecord?
• No, users can choose to accept their profile’s default record type.
73. Record Types
Sample Questions
What are some uses for record types?(2)
a. Allows or different page layouts for different types of records
b. Allows for different picklist values for different types of records
c. Allows different validation rules for different types of records
d. Allows different approval processes for different types of records
Answer: a, b
Apicklist value has been added to custom field but it is not visible in the UI. Why?
a. There are record types defined for the object and the picklist value has not been added to the record type of the record the
user isviewing
b. The picklist value has not been made active
c. Access has to be added to the new picklist value for the user’s profile
d. There are record types defined for the object and the picklist value has not been added to all record types
Answer: a
74. Formula Fields
Custom Formula Fields allow you to define calculations that reference other fields to display new
numeric, text, or datevalues
They are read-only, and do not display on record edit pages
Can reference fields on the same object, or a parent or lookup object
Cannot reference currency codes, description or custom long text area fields, or multi-select picklists
Are not searchable, or available for lead conversion or data exports
Can return types Checkbox, Currency, Date, Date/Time, Number, Percent, Text Fields
referenced by formulas cannot be deleted
75. Formulas
A type of custom field. Formula fields automatically
calculate their values based on the values of merge
fields, expressions, or other values.
Use the Simple Formula tab for basic calculations
involving numerical fields from the same object.
Use the Advanced Formula tab for more complex
calculations involving functions, non-numerical fields,
or fields from parentobjects
Use the Insert Field browser on the Advanced
Formula tab to access fields from up to 10 parent
levels
76. Cross-Object Formulas
Across-object formula references fields from parent objects
Span two or more objects by referencing merge fields from related records Maximum
of ten (10) unique relationships per object in cross-object formulas.
• Limit is cumulative across all formula fields, rules, and lookup filters.
• Eg if two different formulas on opportunities reference two different fields of an associated account, only one unique
relationship exists (opportunities toaccounts)
Cross-object formulas that reference currency fields convert the value to the currency of the record
that contains theformula
You cannot reference cross-object formulas in roll-up summary fields
77. Formulas
Sample Questions
When are formula fieldsrecalculated?
a. Every 15 minutes
b. Every time they are seen(viewed)
c. After every DMLoperation
d. Admin can set the time of refresh
Answer: b
Custom formula fields can reference other custom formula fields includingthemselves.
a. TRUE
b. FALSE
Answer: b
78. Creating Roll-Up SummaryFields
Calculate values from a set of related
records, such as those in a related list
Are read-only fields that candisplay the
Sum, Minimum or Maximum value or
record Count of a field in a related list
Can be added for all custom master-detail
relationships and for some standard
relationships
Can be created to automatically display a
value on a master record based on the
values of records in a detail record
79. Roll-up SummaryFields
Creatable on any object (standard/custom) on master side of the master-detail
• Opportunities: Roll-up using values of products related to the opportunity
• Accounts: Roll-up values of relatedopportunities
• Campaigns: Campaign member status or campaign member custom fields
Number, currency, percent fields are avail when you select SUM
Number, currency, date, percent, and date/time fields are available when you select the
MIN/MAX
Changes in value can trigger auto-assign rules to run Can
trigger workflow and fieldvalidations
If there is a reason to do a mass recalculation then these rules do not fire
Amaster can roll up fields on detail records; cannot rollup sub-detail records
80. Roll-up SummaryField
Sample Question
You have created two custom objects, Job and Job Applications. You would like HR users to be
able to see how many applications there have been when they look at a job. Other users should
not have visibility to this. How can this bedone?
a. Create a count type roll-up summary field on the Job object and use Field Level Security to
make it visible to only users with the HR profile.
b. Create a sum type rollup summary field on the Job Application object and create a
separate page layout for HR profile users.
c. Create a cross-object formula field on the job object and use a permission set to limit visibility
to the field for certain users.
d. Create a trigger on the Job application object to update a field on the Job object and limit visibility
to the field using Field Level Security.
Answer: a
81. Hands-on Exercise – 45 MINUTES
Formula & Roll-Up SummaryFields
https://trailhead.salesforce.com/modules/point_click_business_logic
• Using Formula Fields
• Implementing Roll-Up SummaryFields
• Creating Validation Rules