07 LeadConversion_Workflow

a) LEad COnversion
b) Customize account object and OPpor
flds
add new flds
c) WOrkflow
d) Rollup flds
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ON selection of convert in Lead object,
Record Moves to Account, contacts and Opportunity
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Include Account, cont and opport to app
setup - build - create -apps - sel "TainAPp" - edit
add: account, oppor and conta
save
* Lead record exists in Account, con and opport
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How to Customize Account OBject
Account object contains
all flds relating to
Name, phone, email contact
Service Level Agreement (SLA)
SIC (Standard internation code)
More details : "help for this page"
Contacts : gives more information about customer
Opportunity: Gives information about customer payments
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How to Customize Opportunity OBject
opptab - sc - view flds - sel type fld - edit
Edit: Existing custom : friend
save
opptab - sc - view flds - sel "Stage" fld - edit
First instal 50
second instal 100
save
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How to customize Standard TAB Label and standard Field labe
setup - build - customize - REname Tabs and label
sel "opportunity" : opps
next
sel "closedate" : Payment date

save
test: goto opptab tab and fld label changes
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Customize Account object with new Custom flds
CourseD:Salesforce (lookup)
Discount: 5

fee:20k
DiscAmt:1000
Balance:19k

Course: lookup
discount(percent
fee: currency
on selction of course:
fee and discount has to come automatically
from Course object
disocunt Formula(fee*disc)
balance form (fee-disamt)
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How to Create custom fld in Account object
setup - build - Schema builder
Objects section: Sel account, course
elements section:
D&D Lookup
label: course
relate: coursedetail
save
D&D Currency
label: fee
size:7
save
D&D Percent
label: Discount
size:3
save
D&D Formula
label: Discount AMount
returntype: currency
decimals : zero
formula: sel
fee__c * discount__c
save

D&D Formula
label: Balance
returntype: currency
decimals : zero
formula: sel
fee__c - disAmt__c
save
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customize pagelayout
sel account in SB - sc - view pagelayout
D&D Section :
label: course section
D&D flds : course fee dis, discmat, balance
save
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WORKFLOW
Series of Operations which performs automatically based on criteria
setup - build - create - Workflow & approvals Workflow rule- new rule
step 1: selection of object
object: account
step 2: Eval Criteria : create or edit
( create/edit/not meet criteria)
step 3 : Rule Criteria : criteria meets
(criteria meets / evals to true)
billincity equals

hyderabad

step 4 : actions : fld update

(task/email alert/fldupdate/messages)
name: fee update
object: account
fld to update: fee
show formula: insert fld
account - course> - fee
course__r.fee__c
save
name: discount update
object: account
fld to update: disocunt
show formula: Insert fld
account - course > - Discount

course__r.Discount__c
save
DONE - Activate
* course__r means relatinship objecf
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Test PRocess:
acctab - new record
name: rajesh
course: salesforce
Result; fee And dis will not display
Reason: city as to enter as per criteria
click Edit : enetr city
Displays fee, discount as per WORKFOW
Display Disamt, Balance as per Formulas
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Test : Deactivate WOrkflow
Edit record : enter course
fee and disc will not display
create new workflow : for any record
no city: criteria is true
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ROLLUP summary flds
Create ROllup summary fld at Account, summarize opp records
account tab - sc - view flds - new custom fld
sel "Rollup summary"
label: Total amount
object: account
summrize: opportuntiy
Rollup type: Sum
col: amount
save
sel "Rollup summary"
label: Number of Payments
object: account
summrize: opportuntiy
Rollup type:Count
save
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Customize balance fld
actab - sc - view flds - sel "balnce" - edit
fee__c - ( Discount_Amount__c + Total_Amt_Paid__c )
save

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customize account pagelayout
act tab - new - sc - edit layout
D&D : totamt, numb of payments
save
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Test process
sel anew record in account
sel course
displays fee, dis and balance automatically
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