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Roles Roles

CapitalInfo
HRManager

Admin

Profiles
Profiles License

System Admin Salesforce

Capital Admin Salesforce

HRManager Salesforce Platform

HRExecutive Salesforce Platform

Reception Salesforce Platform

Users

UserName License
Your Nmae Salesforce
Wilson Salesforce
Divay Salesforce paltform
Kavya Salesforce Platform
Faraz Salesforce Platform
HRExecutive

Reception

Clone View and Configuration Manage Roles

Yes yes

System Admin Yes No

Salesforce Platform No No

Salesforce Platform No No

Salesforce Platform No No

Role Profile
CEO System Admin
Admin CapitalAmin
HRManager HRManager
HRExecutive HRExecutive
Reception Reception
Manage Profliles Mange Users Customize Application

Yes Yes Yes

No No yes

No No No

No No No

No No No
Lead : Enquiry
Field Label Field Name DataType
Last Name LastName Text
FirstName FirstName Text
Company Company Text
Phone Phone Phone
Mobile Mobile Phone
Email Email Email
Course Type CourseType PickList
Course Course PickList
LeadSource LeadSource PickList
Qualification Quaification PickList
Passout Passout PickList
Status Status PickList

1. Create a Custom Formule field LeadScore


FieldName LeadScore
Return Type Number
Rule Field Name
Phone
Email
Passout

2. Create Formule Field Rating


Field Name LeadQuality
Return Type Text
Rule If Score is more than 20 give 5 star
If score Is more than 10 give 4 stat
other wise give 3 star

3. Create a PageLayout :
Name New Enquiry Layout
Column1
FirstName
Phone
Course
LeadSource
Email

Add Related List Notes &Attachment


Approval history

4. Create a minipagelayout ;
Fields LastName
FirstName
Phone
Course
Status
5. Validations
1. Rule : When New Lead is created with Course

2. Rule :Phone or Email or mobile should be pro

Workflow
1 . When ever new enquiry is created send them the confirmation

2. When ever a new enquiry is created for Online assign a tast to O

3. When ever a new enquiry is created for fasttrack assign the task

OWD : Public Read |Write

Profile Read Create

System Admin Yes Yes

Admin yes Yes

HRManager Yes No

HRExecutive Yes No

Reception Yes Yes


Fied Level

Profile Field Name Read


HR Manager Phone Yes
HRManager Email Yes

HRExecutive Phone Yes


HRExecutive Email Yes
Options Changes Standard/Custom
- Standard/
- - Standard
- Standard
- - Standard
- - Standard
- - Standard
ClassRoom, Online, FastTrack Custom
Sfdc,java,Pega - Custom
Walkin,Phone,Email,Refferal Change the options Standard
Mtech,BTech,MBA Custom
2009--2020 Custom
Contacted ,Demo,Pending Standard

Blank NotBlank
0 10
0 10
0 10

an 20 give 5 star
an 10 give 4 stat

Column2
LastName
Mobile
Course Type
Status
Mobile

Open Activities
Activity History

is created with Course Type as online, phone no cannot be blank

mobile should be provided while creating the enquiry

hem the confirmation mail with coure details

nline assign a tast to Online queue

sttrack assign the task to Owner

Edit Delete View All

yes Yes Yes

Yes Yes yes

yes No Yes

Noo No Yes

Yes No No
Write
No
No

No
No
Modify All

Yes

NO

No
Field Name Field Label DataType
Name Name Text

Qualification Qualification PickList


Phone Phone Phone
Rating Rating Picklist
Course Course PickList
Course Type Course Type PickList
Email Email Email
Salary Salary Currency
Status Status PickList

1 Create Two PageLayouts

Student PageLayout
Column1 Column2
Name Phone
Qualificaiton Email

Faculty Layout
Column1 Column2
Name Phone
Qualiication Email
Course Course Type
Salary Status
Owner CreatedBy

2 Create Two Record Type


Record Type PageLayout
Student Student Layout
Faculty Faculty Layout

3 Create a Approval Process


Entry Criteria Record Type is Faculty
AutoMated Approver Manager
Who can submit Owner

Approval Action Status is Action


Rejected Action Status is InActive
Send Email to Owner of the record

4
Options Changes Standard/Custom
- ChangeAccount Name to Standard/
Name
Mtech,Btech,MCA,MBA - Custom
- - Standard
- - Standard
Java,Sfdc,Pega - Custom
ClassRoom,Online,FastTrack Custom
- Custom
- - Custom
Active / InActive - Custom

Profiles
All
All
Owner of the record