Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part III

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 vario s aspects o! validation. #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 * "y )#%) A(it Shar(a )#th * "y )#%)

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Contents
'ontents.......................................................................................................................... ( "ield )ependencies in Sales"orce.................................................................................... * +hat is validation in Sales"orce ..................................................................................... , +h% -eed .alidation................................................................................................. , How to se .alidation in Sales"orce ............................................................................, How to se " nction in validation ................................................................................/ )e!a lt .al e .......................................................................................................... && "orm la "ield0s ............................................................................................................. &*

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Fie"d Dependencies in Sa"esForce

"ield )ependenc% called as pic1list !ield dependencies in sales!orce.com, pic1list !ield is a dropdown list. %o can select available val e on pic1list. There is two t%pe pic1list !ield dependencies in Sales"orce.com &. Standard Pic1list 2- Standard Pic1list %o can select one val e at one time. (. 3 lti Select pic1list 2- 3 lti Select pic1list %o can select one or more val es at one time. "ield )ependencies s b !ield4s b val e5 depend on S per !ield4S per val e5. Sales"orce provide the allow to !ield dependenc%. How -o Create &ie"d dependencies in Sa"esForce :. 'lic1 on Set p . /0 i"d ./ Create ./ O!1ects ./ !ind C sto( Fie"ds 2 Re"ationship in section %o can see Fie"d Dependencies %o can see below image.

'lic1 on this

'lic1 on Fie"d Dependencies b tton and new show on below screen. Then clic1 to 3ew b tton.

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There is two !ield0s Contro""ing &ie"d and Dependent &ie"d choose !ield0s and clic1 to Contin e b tton.

6!ter that %o will see new screen show on below screen . There is show on screen Location and s ! Location i! want select an% !ield do ble clic1 on cell !or selecting. same as nselecting do ble clic1 on cell. and clic1 To Sa+e b tton.

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i! want see Preview 'lic1 to Pre+iew b tton open pop p window show preview below screen.

6!ter set the "ield )ependencies %o can chec1 now go to 8b9ects 'reate and clic1 to an% c stom !ield and clic1 to 3ew b tton. Show on below screen.

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%o can see these are )ependencies

4hat is +a"idation in Sa"esForce

validation veri!% that the data client side or server side, ser enters in a record and ser not allow to wrong entr% in the database. it will in!orm to %o !ront end give error message.

4hy 3eed Va"idation

;ser 'an not be entered wrong entr% on given !ield0s. "or E$ 2- +hen sing ' stom "ields < =elationships and b% mista1e save data 3a$$ pa% *:>>>> and 3in Pa% 7:>>>>. This is wrong val e save in data base. in database wrong val e not save and chec1 all val e on "irst time save database se validation. Show in below screen.

'hec1 Both .al e there is ma$$ pa% is less then to min pa%.

How to

se Va"idation in Sa"esForce

Go to Set p -? o!1ects -? select an% C sto( o!1ects -? !ind the Va"idation R "es show in below screen.

'lic1 to 3ew B tton a!ter that show new screen %o can see below

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Step %, :.

Give the role name

Give the Ro"e 3a(e a!ter that come to Error 'ondition "orm la 'lic1 to Insert Fie"d b tton Show pop window %o can see Select the c stom ob9ect and choose val e which want to per!orm operation and clic1 to insert b tton. Then 'lic1 to Insert Operator b tton !or inserting operator 4choose 0@ Aess Then0 8perator5 and again clic1 to Insert Fie"d b tton to add 3in pa% a!ter that clic1 on Chec' Synta5 b tton !or chec1ing S%nta$. %o can see below screen.

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and %o can all show add error message when %o enter wrong val e. %o can see below

Give The proper Error message

Select %o r Error location where to show the error message chec1 the radio b tton.

'lic1 to Sa+e b tton Save validation. 6!ter that %o can chec1 this validation 'lic1 to c stom ob9ect tab 4E$ 2- )epartments5 clic1 to 3ew b tton and Give the wrong val e in 4E$ 2- ma$$Cpa% @ minCpa% D3a$$ pa% *:>>>> or 3in pa% 7:>>>> E5 %o can see in below screen.

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+hen %o provide val e is correct min val e @ less then ma$ val e this data save s ccess! ll%.

How to

se F nction in +a"idation

Aet0s be se 6-) ! nction. 'lic1 !ind the F nctions in Va"idation R "e and select the 6-) ! nction. there is !ew step show on below screen Step %, :. Go can show in page F nction. 6dd to ! nction tow wa% i.5 )o ble clic1 on selected ! nction. ii.5 select the ! nction and clic1 to Insert Se"ected F nctions b tton. 6!ter add ! nction %o can see below image.

Step ), :. 6-) 4logic&, logic(, . . .5 . 'lear the this area 4logic&, logic(, . .5 a!ter that Step 6, :. 6-)45 go to ! nction select ISPIC7VAL )o ble clic1 on ISPIC7VAL .

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Step 8, :. a!ter that loo1 li1e - 6-)4 ISPI'H.6A4pic1listC!ield, te$tCliteral5 5 =emove pic1listC!ield and insert !ield Stat sCCc - 6-)4 ISPI'H.6A4Stat sCCc, te$tCliteral5 5 =emove the te$tCliteral write here 0'losed0 DThis is val e o! pic1 listE. - 6-)4 ISPI'H.6A4Stat sCCc , 0'losed05 5 Step 9, :. Select other ! nction - 6-)4ISPI'H.6A4 Stat sCCc , 0close05, ISBA6-H 4e$pression5 5 Step :, :. remove the e5pression and Insert Fie"d - 6-)4 ISPI'H.6A4 Stat sCCc , 0close05, ISBA6-H4 'loseCdateCCc 5 5 Step ;, :. +rite the Error 3essage and select the Error Aocation clic1 to Sa+e b tton. %o can see in below screen

6!ter Save %o can see the what error is occ rred when witho t giving close date stat s is closed and tr% to save data.

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Go can see the error on close date and open date stat s is closed

De&a "t Va" e

when %o add new !ield li1e a4e$ 2- add new department5 there is one !ield is open date %o don0t want to add date, this !iled add a tomaticall% and this !iled add de!a lt date. %o can see the below screen

This )ate "ield want to get )e!a lt val e.

How -o set De&a "t Va" e :. 'lic1 to set p -? 0 i"d -? create -? o!1ect -? select %o r c sto( o!1ect4E$ 2)epartments5 -? Select %o C sto( Fie"d 2 Re"ationship 4E$ 2- 8pen )ate5 %o can see below screen.

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6!ter that clic1 on Edit b tton. Then !ind de!a lt val e and clic1 on Show "orm la Editor Hyper "in'. 6nd there is %o can see Bottom -=ight side on screen F nction in ! nction %o !ind the -ODA<=>. -ODA<=> :. T8)6G45 ! nction ret rn t%pe c rrent date. Select this ! nction and clic1 to Insert Se"ection F nction b tton. all these wor1 %o can see below screen. 6!ter that 'lic1 to Sa+e b tton.

6!ter That %o can go ' stom ob9ects4E$ 2- )epartments5 and 'lic1 to 3ew b tton there is %o can see in open date !ield alread% !ill b% c rrent date. 6nd %o can all so change this date clic1 on Te$t bo$ or 'lic1 on date label.

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See the open date !ield is !ill c rrent date.

For( "a Fie"d?s

"orm la is a validation r les, it can manage !ield0s data. How to Set For( "a &ie"d :. clic1 to Set p -? Go to ob9ects -? Select %o ' stom ob9ect 4E$ 2- )epartments5 -? and !ind C sto( Fie"ds 2 Re"ationships clic1 to 3ew b tton Step % :. there is !ind For( "a =adio B tton. 'hec1ed this =adio B tton clic1 to 3e5t b tton. %o can see below screen.

Step ) :. There is B For( "a Ret rn -ype 2&.5 'hec1bo$ (.5 ' rrenc% *.5 )ate 7.5 )ateITime :.5 - mber ,.5 Percent B.5 Te$t "ill the Fie"d La!e" and chec1ed46n% =adio b tton5, I will go Date radio b tton a!ter then clic1 to 3e5t b tton.

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Give Aabel -ame

Step 6 :. 6!ter Gating "orm la "ield there show to Tab Si(p"e For( "a and Ad+ance For( "a select 6dvance "orm la beca se there is more option available. 'lic1 to 3e5t b tton.

+rite This !orm la !or last )ate

Step 8 :. 6!ter that show new screen below 'lic1 to -e$t b tton Go to ne$t step.

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Step 9 :. 'lic1 to Sa+e b tton save this !orm la.

6!ter that %o will chec1 this !orm la how is it wor1 clic1 to c stom ob9ects 4E$ 2)epartments5 --? select an% c stom ob9ects4E$ 2- -on IT 5 %o can see below how is show last date ! nction.

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There is show last date o! 3onth

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