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Custom Object Fields

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prabathkotti
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0% found this document useful (0 votes)
16 views4 pages

Custom Object Fields

Uploaded by

prabathkotti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Cloud Computing:

"As we go we pay"

On-Premises - Premises (Devices) - Pre-installation

Eg: Java, Adobe Reader, MS-Office, C Programming, C++ Programming, Mobile


Application,...

Drawback:
1. Storage Space in the device
2. Updation need to done manual
3. All the systems will not support
4. Lose the customers and revenue
5. Customer details updation will be more difficult

On-Demand - No installation

1. Browser
2. Internet

. One place to deal with everything


Updating the existing customer and adding new customer is so simple
360 Degree view of customer

3 Services
Saas
Paas
Iaas

Private and Public

Administrator

Database - Store the data


Table - Employee (Name, ID, Dept, Age, Contact No, Address, Email, Salary...)
Columns - Name, ID, Dept, Age, Contact No, Address, Email, Salary
Rows- 'Adnan', 'Delivery', 31, 123456678, Hyderabad, [email protected], 10000

Salesforce
Table - Objects
Columns - Fields
Rows - Records

Sales Cloud
Object - Standard/Custom
A

Standard - Which exists in the salesforce org (you can't find __c)
Custom - User defined object (you will find __c)
Differentiate using the __c (double underscore c)

Legacy CRM -
Idea
Buy any hardware
Installing Software
Defining user access
Setup supporting and analytics
Installing security
Building App

Salesforce CRM
Idea
Salesforce
Desktop/Mobile App

Architecture of Salesforce

1. Multi Tenant Architecture


Single Instance
Updating in a single App
Economical
Shared Resource (Security) - Metadata

2. Meta Data
Meta Data - Data about data

Eg: Account - Contact

SBI - Kiran, Devi, Prabhu, Student

3. API
Application Program Interface

Organisations in Salesforce

1. Production
2. Sandbox
3. UAT

SandBox (test.salesforce.com)
- Practice
- Wont be reflected in the Production Environment
- Pushed to the production
Sandbox - production
It wont be committed to the database

Production (login.salesforce.com/developer.salesforce.com)

- Pushed to the user interface (Org)


- Production - Org
- Commit to the database

UAT - User Acceptance Testing

Objects:
Standard Object
Objects that exist in the salesforce org
Eg: Account, Contact, Lead, Opportunity, Report
Custom Object
Created by the user (__c)

1. Create a Custom Object Student Detail


Approach 1: Home -> Create Custom Object
Approach 2: Object Manager -> Create Custom Object
Approach 3: Schema Builder

2. API Name
Student_Detail__c (Custom will be checked)

3. Create the Fields


Name Field -> Record
Id Field -> Text
Department Field -> Text
Average -> Percent
Age -> Number
Phone -> Phone
Course -> Picklist

How to create fields?


-> Object Manager -> Search for Student_Detail -> Click on the Student Detail
-> On the Left side panel -> Choose Fields and Relationship
Default Fields
Created By CreatedById Lookup(User)
Last Modified By LastModifiedById Lookup(User)
Owner OwnerId Lookup(User,Group)
ID -> DataType (

Adnan -> AB0001

Kishore -> ab0001

Object -> Student Detail

Enter data

-> App Launcher

UC 1:
1. Register in the Salesforce Developer Org

UC 2:
1. Create a custom Object -> Employee Details

Create some fields on your own idea


Eg: Employee Id, Name, Dept, Address, Salary, Age, EMail

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