Table of Contents

Exercise 2-1: Creating Custom Objects...................................................................... 1

Exercise 2-2: Creating Custom Fields ....................................................................... 3

Exercise 2-3: Creating Lookup Relationships............................................................ 7

Exercise 2-4: Creating Master-Detail Relationships................................................ 8

Exercise 2-5: Creating a Custom Junction Object................................................... 10

Exercise 3-1: Creating a Custom Application .......................................................... 12

Exercise 3-2: Creating Custom Tabs.......................................................................... 14

Exercise 3-3: Customizing Page Layouts.................................................................. 16

Exercise 4-1: Creating Formula Fields........................................................................ 19.

Exercise 4-2: Creating Cross-Object Formulas.......................................................... 21

Exercise 4-3: Creating Roll-Up Summary Fields....................................................... 23

Exercise 2-1: Creating Custom Objects

Goal:
Create a custom object called Position.
Scenario:

Universal Containers (UC) is currently using a spreadsheet to track new positions. This is a very inefficient
process that is difficult to manage. In order to improve this process and make it more efficient, UC has decided to
create a custom object to track positions. All internal communication and activity relating to Positions should be
tracked on this object. In addition, users should be able to run reports on these objects.

Tasks:
Create a custom Position object.
Time: 5 minutes

Instructions
1. Create a Position custom object
a. Click Your Name | Setup | Create | Objects
b. Click New Custom Object
Label: Position

Plu r a l La bel: P o s i t i o n s

Object Name: Position (should be auto-populated)

Record name: T it le
Data Type: Text
Allow Reports: checked

Allow Activities: checked

Track Field History: checked
Deployment Status: Deployed
Add Notes & Attachments related list to default page layout: checked
Launch New Custom Tab Wizard after saving this custom object: not checked
c. Click Save
Exercise 2-2: Creating Custom Fields
Goal:
Add custom fields to the Position and Candidate custom objects.
Scenario:
With a new custom object created, Universal Containers has to create the fields it wants to use to track data
regarding positions. There are a variety of different data types that will be required and certain fields will be
dependent on others. You can use custom fields to set this up.
Tasks:
Add custom fields to the Position and Candidate objects. Create dependent picklists.
Time: 20 minutes

Instructions
1. Add custom fields to the Position object
Click Your Name | Setup | Create Objects | Position
In the Custom Fields & Relationships related list, click New
Follow the steps to create the custom fields listed in the table below
Accept the defaults to set all fields as visible to all profiles and to add to the Position Page Layout
Click Save & New to create the next field in the list
Custom Field Type Custom Field Label Picklist Values/Notes
Date/Time Date Closed

Date/Time Date Opened

Picklist Status New, Open, Closed

Picklist Sub-Status Pending, Approved, Not Approved, Filled, Cancelled
Picklist Department Engineering, IT, Finance, Support, Sales
Picklist Location San Francisco, CA, New York, NY, Atlanta, GA, London,
England
Number Duration Length:3, Decimal Places: 0
Text Area Job Description Required: Checked
Currency Max Pay Length:7, Decimal Places: 0
Currency Min Pay Length:7, Decimal Places: 0
Picklist Priority Critical, High, Medium, Low
Text Area(Long) Education

Text Area(Long) Responsibilities

Text Area(Long) Skills Required

Date Start Date

Picklist Type Full Time, Part Time, Temp

Picklist Pay Grade C-100, C-200, C-300, C-400
ENG-100, ENG-200, ENG-300, ENG-400
S-100, S-200, S-300, S-400
IT-100, IT-200, IT-300, IT-400
ACT-100, ACT-200, ACT-300, ACT-400
 2. Create dependent picklists
In the Custom Fields & Relationships related list, click Field Dependencies
Click N e w
Controlling Field: Department
Dependent Field: Pay Grade

Click Continue
Edit the Field Dependencies based on the chart below (note: to create dependencies, highlight the values in each column that should
be available when a user selects that value, then click Include Values. You can use the Shift and Ctrl keys to select more than one
value at a time):

Sales IT Finance Engineering Support

C-100 IT-100 ACT-100 ENG-100 S-100
C-200 IT-200 ACT-200 ENG-200 S-200
C-300 IT-300 ACT-300 ENG-300 S-300
C-400 IT-400 ACT-400 ENG-400 S-400

Click Save
Click New
Controlling Field: Status
Dependent Field: Sub-Status
Click Continue
Open: Pending, Approved
Closed: Not Approved, Filled, Cancelled
New: none selected
Click Save
When you receive a pop-up message that says, "1 controlling values have no dependent values included. Save
anyway?" Glick OK.

3. Add a field for the Social Security Number on the Candidate object.

a. Click Your Name |Setup | Create | Objects | Candidate

b. Under the Custom Fields & Relationships related list, click New
Data Type: Text (Encrypted)
Click Next
Field Label: Social Security Number
Length: 11
Field Name: Social_Security_Number
Mask Type: Social Security Number '
Mask Character: x

d. Click Next
e. Accept the defaults to make the field visible to all profiles, then click Next
f. Accept the default to add the field to the Candidate Layout, click Save
Exercise 2-3: Creating Lookup Relationships
Goal:
Create lookup relationships to connect objects to one another.
Scenario:
Universal Containers needs to be able to see which Job Applications are related to each Position. Additionally, the
company needs to see which Hiring Managers are related to each Position.

Tasks:
Create a lookup relationship between Job Application and Position.
Create a lookup relationship between Position and Hiring Manager.
Time:

5 minutes

Instructions
1. Create a lookup relationship between Job Application and Position

Click Your Name Setup | Create | Objects | Job Application

In the Custom Fields & Relationships related list, click New
D a t a T y p e : Lookup Relationship, c l i c k N e x t
R e l a t e d t o : Position, c l i c k N e x t

F i e l d L a b e l : P osi t i on
Fi eld Name: Position, click Next

Accept the defaults for Field-Level Security and click Next

Accept the defaults to add the reference field to Page Layouts and click Next
Accept the defaults to add Custom Related Lists and click Save

2. Create a lookup relationship between Position and Hiring Manager

a. Click Your Name I Setup I Create l objects | Position

b. In the Custom Fields & Relationships related list, click New

I. Data Type: Lookup Relationship, click Next

Related to: user, click Next

F i e l d L a b e l : Hiring Manager
F i e l d N a m e : Hiring_Manager, c l i c k N e x t
c. Accept the defaults for field-level security and click Next
d. Accept the defaults to add the reference field to Page Layouts and click Next
e. Accept the defaults to add Custom Related Lists and click Save
Accept the sharing defaults, click Next
On Step 4. Establish field-level security for reference field, click Next
On Step 5. Add reference field to Page Layouts, click Next
Accept the defaults to add the related list to the page layout, click Save
Exercise 2-4: Creating Master-Detail Relationships
Goal:
Create master-detail relationships between two objects.

Scenario:
At Universal Containers (UC), every position should have one or more interviewers associated with it. An Interviewer
record should always be associated with a Position record. If a given position is deleted, then the associated interviewer
data should also be deleted.
To satisfy these requirements, UC needs to create a master-detail relationship between the Interviewer object and the
Position object. In addition, job application records and review records should have a similar relationship.

Tasks:
Create a master-detail relationship between Interviewer and Position.
Create a master-detail relationship between Job Application and Review.

Time:
5 minutes

Instructions
1. Create a master-detail relationship between Interviewer and Position
Click Your Name I Setup I Create I Objects I interviewer
In the Custom Fields & Relationships related list,
click New
C. Choose the Field Type
D a t a T y p e : M a s t e r D e t a i l R e l a t i o n s h i p , click N e x t
-

Choose the related object : Position, click Next

F i e l d L a b e l : Position

Field Name: Position

Accept the defaults to make the field visible to all profiles, click Next
Accept the defaults to add the field to the page layout, click Next

Accept the defaults to add the related list to the page layout, click Save
2. Create a master-detail relationship between Job Application and Review
Click Your Name I Setup I Create I Objects I Review
In the Custom Fields & Relationships related list, click New
Data Type: Master-Detail Relationship, Click Next
Related to: Job Application, click Next
Field Label: Job Application
Fi e ld N a me : J o b_ A pp l ic at i o n , c l i c k N ex t
Accept the sharing defaults, click Next
On Step 4. Establish field-level security for reference field, click Next
On Step 5. Add reference field to Page Layouts, click Next
Accept the defaults to add the related list to the page layout, click Save
Exercise 2-5: Creating a Custom Junction Object
Goal:
Create a Many to Many Relationship between Position and Job Posting Site.
- -

Scenario:
Universal Containers will have many positions advertised on various job posting sites. The company wants to be able to
connect and manage those records within Salesforce.

Ma$:iei-VetaP

Tasks:
Create a new custom junction object.
Create the master-detail relationships of Job Posting with Position and Job Posting Site.

Time:5 minutes
Instructions

Create a new custom junction object

a. Click Your Name | Setup | Create | Objects

b. Click New Custom Object

Label: Job Posting

Plural Label: Job Postings
Object Name: Job Posting (should be auto-populated)
Record name: Job Posting Number
Data Type: A u t o Nu m b e r
Display Format: JOBPOST-{ 0 00 0
Starting Number: I
Allow Reports: checked

Allow Activities: unchecked

Track Field History: checked
Deployment Status: Deployed
Add Notes & Attachments related list to default page layout: checked
Launch New Custom Tab Wizard after saving this custom object: not checked
c. Click Save

2. Create the master-detail relationships of Job Posting with Position and Job Posting Site
a. In the Custom Fields & Relationships related list, click New

i. Data Type: Master Detail Relationship, click Next

-

R ela t ed t o: J o b P o s t i n g S i t e , cl ic k N ex t

Field Label: Job Posting Site

Field Name: Job_Posting_Site, click Next
Accept the default to make the field visible to all profiles, click Next
Accept the defaults to add reference field to Page Layouts, click Next
Accept the defaults to add the related list to the page layout, click Save & New
Data Type: Master-Detail Relationship, click Next
Related to: Position, click Next
Field Label: Position
Field Name: Position
Accept the sharing defaults, click Next
Accept the defaults to establish field-level security for reference field, click Next
Accept the defaults to add the reference field to page layouts, click Next
Accept the defaults to add the related list to the page layout, click Save
Exercise 3-1: Creating a Custom Application
Goat:
Create a custom recruiting application.

Scenario:
Now that Universal Containers has created several new objects and populated them with fields, the company needs to store them in
one logical, easy to access location.
Tasks:
Create a custom recruiting application.

Time: 5 minutes

Instructions
1. Create a custom recruiting application.
a. Click Your Name | Setup| Create | Apps
b. Click New

i . A p p L a b e l : Recruiting

App Name: Recruiting

c. Click Next

d. Click Insert an image

i. File Location: Corporate Graphics

C l i c k t h e l i n k f o r t h e Universal Containers . gif f i l e

e. Click Next
Select Reports, Documents, Dashboards, Offers, Candidates, Job Applications, Reviews, Job
Posting Sites and Interviewers from the Available Tabs and move them to the Selected Tabs box
Set the Default Landing Tab to Home, click Next

Make the app visible to all profiles by checking the Visible checkbox in the column header
f. Click Save
Exercise 3-2: Creating Custom Tabs

Goal:

Create a custom tabs for the Position and Job Posting objects.

Scenario:
Universal Containers wants to make sure that users will be able to easily access the new custom objects it
has created. The company needs to create new custom tabs that will quickly guide people to this information.

Tasks:
Create a custom tab for the Positions Object Create custom tab for
the Job Postings Object

Time: 5 minutes

Instructions
1. Create a custom tab for the Positions Object

a. Click Your Name I Setup I Create I Tabs

b. In the Custom Object Tabs section, click New

c. Enter the Details

Object: P osi t i o n

Tab Style: Desk

Splash Page Custom Link: leave blank

d. Click Next

e. Add to Profiles
SeiectApply one tab visibility to all profiles: Default On
f. Click Next
g. Add to Custom Apps

Uncheck all applications except the Recruiting application

Check the box to Append tab to users' existing personal customizations
h. Click Save

2. Repeat these steps for the Job Posting object:

Object: Job Posting

Ta b S t y l e : Building Blocks

3. Reorder the tabs

Select the Recruiting App
 Click the right arrow to the right of all of the tabs
Click Customize My Tabs
Move the Positions tab to appear just to the right of the Home tab
Click Save

Exercise 3-3: Customizing Page Layouts

Goal:
Create a page layout for the Position object.

Scenario:

Universal Containers wants to make sure that the newly created fields are displayed in a logical order on the page. The fields should
be arranged according to the chart and instructions below.
Tasks:
Arrange existing fields in the Position Page Layout
Create a new section and add fields for Description on the Position Page Layout Create a new section and
add fields for Compensation on the Position Page Layout Set the Status field to be required and add Position
History to the Related Lists section
Time:10 minutes
Section Name Fields
Information Title Owner
Type Priority
Department Status
Location Sub-Status
Pay Grade Date Opened
Hiring Manager Date Closed
Duration Start Date
Legacy Position Number
Eduction
Skills Required

Description Job Description

Responsibilities
Compensation Min Pay Max Pay

Instructions
1. Arrange the fields within the sections as noted in the table above
Click Your Name | Setup | Create | Objects | Position
In the Page Layouts related list, click the Edit link next to the Position Layout
Arrange the fields on the page according to the chart above.
Create a new Section for Description.
a. Drag a new section from the palette below the Information section
Name: D e s c r i p t i o n
Layout: 1-Column

Click OK
Drag the Job Description and Responsibilities fields from the Information section into the
Description section

3. Create a new Section for Compensation

a. Drag a new section from the palette section below the Description section

Name: Compensation

Layout: 2 -Column
Tab Order: Top-Down
Click OK
Drag the Min Pay and Max Pay fields into the section
4. Set the Status field to be required
Double-click the Status field
Check the Required checkbox

Click OK

5. Add Position History to the Related Lists section

On the palette, click Related Lists
Drag the Position History related list to the bottom of the Related Lists section

Test these changes by clicking on the Positions tab in the Recruiting application and adding a new position.
Exercise 4-1: Creating Formula Fields

Goal:
Create a Review formula field to calculate overall score.
Create a Position Formula that tracks the number of days a position had been opened.

Scenario:
The VP of HR at Universal Containers is interested in tracking the overall score of each Candidate who has been interviewed, as
well as the number of days that a position stays open. You need to create formula fields to accomplish these tasks.

Tasks:
Create a custom formula field that calculates the overall score from the Review object.
Create a new custom formula field that calculates the Days Opened on the Position object.
Time:10 minutes

Instructions
I. Create a custom formula field that calculates the overall score from the Review object
a. Click Your Name I Setup I Create I Objects l Review
b. In the Custom Fields & Relationships related list, click New
Data Type: Formula
Click Next
c. Specify the field details
i . Label: Overall Score
i i . Name: Overall Score
i i i . Formula Return Type: Number
i v . Decimal Places: 2

0.C l i c k Next

d. Add the formula

( Cultural_Fit c + Experience c + Leadership_Skills c + IF(
Recommend_for_Hire c , 5, 1) ) / 4
ii. Click Check Syntax to verify the syntax. After verifying that there are no errors, click Next
e. Accept the defaults to make the field visible to all profiles and click Next
f. Accept the defaults to add the field to the Page Layout and click Save
Create a new job application record, then create a new review record and associate it with the job
application, making sure to fill out the fields for scores. Click save and check that your formula field works.
Create a new custom formula field that calculates the Days Opened on the Position object

a. Click Your Name| Setup I Create | Objects Position

b. In the Custom Fields & Relationships related list, click New
c. Data Type: Formula
d. Click Next
Label: Days Opened
Name: Days_Opened
Formula Return Type: Number
Decimal Places: 0
e. Click Next
f. Add the formula
IF( ISPICKVAL( Status__c , "Open") , NOW() - Date_Opened__c ,
Date__Closed__c - Date_Opened__c )
ii. Click Check Syntax to verify the syntax
g. After verifying that there are no errors, click Next
h. Accept the defaults to make the field visible to all profiles, then click Next
i. Accept the defaults to add the field to the page layout, click Save
Click on any position record to verify that the number of days open is being calculated
Exercise 4-2: Creating Cross-Object Formulas

Goal:

Use cross object formula fields to make fields from related objects visible on an object.
-

Scenario:

Universal Containers users would like to see the Candidate Full Name and Position Title on an Offer.
Tasks:

Create a formula field to pull the Candidate full name to display on the Offer.
Create a formula field to pull the Position title to display on the Offer.

Time: 5 Minutes

Instructions

1. Create a formula field to pull the Candidate full name to display on the Offer
a. Click Your Name I Setup J Create l Objects I Offer
b. In the Custom Fields.& Relationships section, click New
c. Data Type: Formula

d. Click Next
e. Specify the field details
i. Label: Candidate Name

H. Name: Candidate Name

iii. Formula Return Type: Text

f. Click Next
g. Add the formula
Job_Application__r.Candidate__r.First_Name__c & Job_
Application__r. Candidate__r.Last_Name__c
Click Check Syntax to verify the syntax
After verifying that there are no errors, click Next
h. Accept the defaults on the Profile Visibility page (all profiles checked) and click Next

Accept the defaults on the Add to Layout page and click Save & New
Create a formula field to pull the Position title to display on the Offer
Data Type: Formula

Click Next
Specify the field details

i. Label: Position Title

ii. N a m e : Position Title

Formula Return Type: Text

iv. Click Next

d. Add the formula

I. Job_Application__r.Position__r.Name

Click Check Syntax to verify the syntax

After verifying that there are no errors, click Next
e. Accept the defaults on the Profile Visibility page (all profiles checked) and click Next
f. Accept the defaults on the Add to Layout page and click Save
g. Locate an offer record to view the new fields
Exercise 4-3: Creating Roll-Up Summary Fields

Goal:
Calculate the average of all review scores on a job application.

Scenario:

To ensure the company hires stand-out candidates, the HR Director of Universal Containers wants to see a list of the all of the
combined review scores on each Job Application.
Tasks:
Create a Roll-Up Summary Field for Total Reviews on the Job Application Object.
Create a Roll-Up Summary Field for Review Scores on the Job Application Object.
Create a formula field that calculates the Average Review Score for a job application.
Time: 10 Minutes

Instructions
1 Create a Roll-Up Summary Field for Total Reviews on the Job Application Object
a. Click Your Name I Setup I Create I Objects l Job Application

b. In the Custom Fields & Relationships section, click New

D a t a Ty p e : R o l l u p s u m m a r y , c l i c k N e x t
-

Field Label: Total Reviews

Field Name: T ot a l R e v i e w s,
click Next
S u m m a r i z e d O b j e c t : Re v i e w s
Select Roll-Up Type: Count
Filter Criteria: All records should be included in the calculation,
click Next

c. Accept the defaults to establish field-level security, click Next

Accept the defaults to add to page layouts, click Save & New

Data Type: Roll Up Summary, click Next

-

Field Lab el: To tal Rev ie w Sc o re

Fi eld Name: Total_Review_Score, click Next
Su mmarized Object: Reviews
Roll-Up Type: sum

i.Field to Aggregate: Overall score,

ii.F i l t e r Criteria: All records should be included in the calculation, click Next
Accept the defaults to establish field-level security, click Next k. Accept
the defaults to add to page layouts, Save & New
Create a formula field that averages the review scores on the Job Application object

a. Enter the details of the new formula field

Data Type: Formula, click Next

1. L a b e l : Average Review Score

2. N a m e : Average Review Score

Formula Return Type: Number

Decimal Places: 2

click Next

Formula: IF (Total Reviews__c<>0, Total_Review_Score__c / Total_Reviews__c, 0)

Click Check Syntax, after verifying that there are no errors, click Next
Accept the defaults to establish field-level security, click Next
Accept the defaults to add the field to the page layout, click Save
Create a new review record to see the new calculated fields