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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part IV

BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses on setting p page la#o t, adding c stom tags and ob$ects. %oin o r pro!essional training program and learn !rom e&perts.

Description:

History:
Version #$% #$% Description Change Initia" Dra&t Re,iew-% A thor P !"ish Date Chandra Pra'ash Shar(a )th *ay +#%+ A(it Shar(a )th *ay +#%+

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Contents
(ontents.......................................................................................................................... ) Page *a#o t Editor in Sales"orce..................................................................................... + How to set page la#o t editor in Sales"orce ,...............................................................+ ( stom Tab in Sales"orce ............................................................................................... ( stom .eb Tabs in Sales"orce ,............................................................................... '' /is al"orce Tabs in Sales"orce , ................................................................................ '0 1dd "ield in ( stom 2b$ect in Sales"orce .....................................................................'3 Trac4 "ield in Sales"orce............................................................................................... '5

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Page Layo t Editor in Sa"esForce


Sales"orce has Provide two drag and drop tools !or editing page la#o t, 6o can c stomi7e the page la#o t !or record detail and edit pages. Page *a#o t incl de scontrols and /is al"orce pages that are Provide within a !ield section when the page displa#. 6o can control the si7e s-controls and /is al"orce pages, and determine whether or not a label and scroll bars displa#. There in Sales"orce Page *a#o t Editor Two T#pes ,'.8 Page *a#o t Editor !or Standard 2b$ects. ).8 Page *a#o t Editor !or ( stom 2b$ects. .ote :/ Ever# ( stom 2b$ects will have one de!a lt page la#o t.

How to set page "ayo t editor in Sa"esForce : Step % :/


clic4 to set p -9 0 i"d -9 Create -9 O!1ects -9 clic4 to an# C sto( O!1ects :E& ,;epartments8 -9 Then there is !ind Page Layo ts panel clic4 to Edit b tton

OR There is second option to go to page "ayo t editor. Go to c sto( o!1ects :E& ,;epartments 8 clic4 to an# c sto( &ie"ds and a!ter that #o can see <pper =ight side Edit Layo t. #o can see below

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Step + :/
1!ter That (lic4 to Edit or Edit Layo t #o can see page "ayo t editor below. There is #o can see some !ield is read on"y:enable !alse, #o can see onl# not per!orm an# thing8 !ield this !iled is c rrentl# in wor4ing, and some !ield is High"ighted #o can this !ield restore in #o page la#o t editor.

I! want to =estore High"ighted &ie"d $ st go and drag this and drop where #o want. #o can see below screen.

#o can easil# move p-down and le!t-right $ st ;rag on !ield and drop where #o want to drop this !ield. #o can all so remove an# !ield and restore. $ st go on mo se on this !ield and #o can see two icon Re(o,e and Properties clic4 to an# icon to per!orm operation.

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Step 2 :/
Re(o,e :/ (lic4 on this icon remove this !ield . Properties :/ There is to (hec4 bo& Read on"y and Re3 ired$

Read on"y :/ chec4ed this properties this !ield read onl# #o can?t changes in this !iled. Re3 ired :/ a!ter chec4ed this properties #o can?t be le!t blan4 this !ield.

Step ) :/
1dd all so blan4 space drag and drop on 0"an' space B tton where #o want to blan4 space.

1!ter drag and drop #o can see how to loo4 !"an' space$

6o can all so add section in page "ayo t editor section is area o! an# !ield in section #o can p t an# !ield "or E& ,- #o want to add section Pa# in this section I will add @in pa# or @a& Pa#. drag and drop section a!ter that see pop p window see below There is provide section na(e, Layo t, 4a!/5ey/Order a!ter !ill all !iled clic4 to o4.

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drag and drop Section on #o r page a!ter that drag and drop #o r !ield in this section. see below. and all show move all section to an# ware on this la#o t.

.ote :/ 1n# c stom 2b$ect can have 0AA "ield @a&im m. #o can search this !ield easil#

1!ter Save these all change clic4 to Sa,e b tton. go to c stom ob$ect lin4 see how?s is loo4 these are !ield?s. #o can see below

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C sto( 4a! in Sa"esForce


1 c stom tab is a <ser Inter!ace (omponent in Sales"orce, ( stom tab displa# c stom ob$ect data, ( stom tab embed other web content in the application. There is three t#pe Tab is available ,%$6 C sto( O!1ect 4a!s$ +$6 C sto( 7e! 4a!s$ 2$6 Vis a"Force 4a!s$ ( stom 2b$ect Tabs and .eb Tabs available in (ontact @anager, Gro p, Pro!essional, Enterprise, <nlimited, and ;eveloper Edition. /is al"orce Tabs available in (ontact @anager, Gro p, Pro!essional, Enterprise, <nlimited, and ;eveloper Editions

C sto( O!1ect 4a!s :


( stom 2b$ect tab is a standard tabs displa# and (reate a tab !or #o r c stom tab data. .ote :/ .hen be create c sto( o!1ect these c stom ob$ect not show in ser inter!ace men . !ollow !ew steps how to add C sto( o!1ect 4a!s in Sales"orce, 1nd c stom tab in ser inter!ace.

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How 4o Create C sto( O!1ect 4a!s :


(lic4 to Set p -9 0 i"d -9 Create -9 4a!s

(lic4 To .ew b tton add C sto( o!1ect 4a!s. 1!ter that show on below screen.

Step % :/
Select O!1ect, 4a! sty"e , Enter Description a!ter that clic4 to .e8t b tton.

Select ( stom 2b$ect Came (lic4 here loo4 p b tton !or selecting Tab St#le

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Step + :/
(lic4 on .e8t b tton.

Step 2 :/
(lic4 to Sa,e b tton to save this ( stom ob$ect tab.

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1!ter Save #o can see there is E(p"oyees 4a! add s ccess! ll# in ser inter!ace #o can see below. 6o can all show per!orm Edit Tab and De"ete Tab.

clic4 on E(p"oyee 4a! see below and clic4 to .ew b tton .

1!ter that In this c stom !ield no de!a lt c stom te&t !ield beca se emplo#ee has a a to n mber !ield #o can $ st clic4 on save b tton and show there is a to generate emplo#ee n mber.

(lic4 on Sa,e b tton. 6o can chec4 it E(p"oyee . (!er is a to generated.

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C sto( 7e! 4a!s in Sa"esForce :


( stom web tabs displa# an# e&ternal web application and all so displa# web page, ( stom tab is call other web page on Sales"orce, #o can add on Sales"orce.com e&ternal web site b# sing web tabs. .ote :/ 7e! ta!s is not s pported all the web site it s pported onl# limited web site?s.

How 4o Create 7e! 4a!s in Sa"esForce$co( :


(lic4 to Set p -9 Create -9 4a!s there #o can !ind 7e! 4a!s panel in this panel clic4 to .ew b tton in 7e! 4a!s panel. #o can see below .

Step % :/
choose the Page la#o t. and clic4 to .e8t b tton. There is two page la#o t choose an# one chec4ed to radio b tton.

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Step + :/
1!ter that Insert 4a! "a!e", 4a! Sty"e , 1nd give the &ra(e si9e in pi&els and clic4 to .e8t b tton.

Step 2 :/

Enter Here 1n# S pportable <=* lin4. E& ,- http,DD www.wi4ipedia.org

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Give the S pportable <=* in 0 tton or Lin' :RL bo&, (lic4 to .e8t B tton.

Step ) :/
(lic4 to .e8t b tton.

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Step ; :/
(lic4 to Sa,e b tton.

1!ter that #o can see it below, clic4 on wi'i tab !or open this site.

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Vis a"Force 4a!s in Sa"esForce :


#o can b ild /is al!orce tabs so that ser can access /is al"orce pages in Sales"orce.

How to add Vis a"Force 4a! in Sa"esForce :/ (lic4 to Set p -9 Create -9 4a!s -9 a!ter clic4 to tabs lin4 #o can see that /is al "orce Tabs panel. #o can see below. (lic4 to .ew b tton !or creating /is al!orce.

Step % :/
I! #o have not alread# created the /is al!orce page, clic4 Create a new page now.

Step +:/
1!ter clic4 Create new Page .ow then show new page #o can see below on screen in this page !ill all !ields and clic4 to Sa,e b tton.

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Step 2 :/
Then #o clic4 save b tton comebac4 to Previo s page. #o can see below. #o can !ill all the !ields and clic4 to .e8t b tton.

Select #o /is al"orce page create to #o b# clic4 to create a new page now lin4.

Step ) :/
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(lic4 to .e8t b tton$

Step ; :/
(lic4 to Sa,e b totn.

1!ter clic4 on Sa,e b tton. #o can add s ccess! l# /is al"orce tab. #o can see below. There is #o can see E(p"oyee List add as a /is al"orce Tab.

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Add Fie"d in C sto( O!1ect in Sa"esForce


In add to !ield it is add primitive data t#pes. in this adding section #o can add chec'!o8, 4e8t, *ai" etc. 6o want to add some more !ield in C sto( o!1ects :E& ,- Emplo#ees tab8 (lic4 on the C sto( o!1ects<E8 :/ E(p"oyees 4a!6 -9 see right-middle there is one shortc t pop p window -9 clic4 on Views Fie"ds -9 C sto( Fie"ds = Re"ationships (lic4 on new b tton and select an# data t#pe which want to #o add c stom 2b$ect.

1!ter adding !ield 6o can clic4 to ( stom ob$ects:E& ,- Emplo#ees8 and clic4 to .ew b tton #o can see it some !ield is add show on below screen.

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These are !ield added 1!ter Sa,e this !ields data #o can change on #o ( stom 2b$ect data:E&- Emplo#ees8 see below.

4rac' Fie"d in Sa"esForce


Trac4 !ield displa# the histor# related o! list o! an ob$ect, i! #o want to see trac4 !ield histor# on #o r pro!ile enable this !ield histor#.

How to Go Set History 4rac'ing :


(lic4 on Set p -9 O!1ects -9 Select an# C sto( o!1ects <E8 :/ Depart(ents6 and there is !ind Set History 4rac'ing b tton and clic4 on this b tton. #o can show below.

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There is #o can see 4rac' o"d and new ,a" es which !ield want show chec4ed the chec4bo& i! no need to on this !ield clic4 to nchec4ed chec4 bo&. #o can see below screen. clic4 to sa,e b tton.

1!ter that go to c stom ob$ects *a#o t page :E& ,- ;epartments la#o t 8 clic4 to Edit Page la#o t. a!ter that #o can show page la#o t editable page then #o can see Re"ated List men on the open screen. 1!ter clic4 on Re"ated List #o see that Depart(ents History #o can $ st drag and drop on page la#o t page.

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1!ter that save this page. and clic4 to ( stom ob$ects tab:E& ,- ;epartments8 and #o can see that ;epartment histor# is available on this page. see below

This is part o! ;epartment Histor# 6o can see that Histor#.

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