07 LeadConversion_Workflowa) LEad COnversionb) Customize account object and OPpor fldsadd new fldsc) WOrkflowd) Rollup flds************************************************************************************************************ON selection of convert in Lead object,Record Moves to Account, contacts and Opportunity******************************************************Include Account, cont and opport to appsetup - build - create -apps - sel "TainAPp" - editadd: account, oppor and contasave* Lead record exists in Account, con and opport******************************************************How to Customize Account OBjectAccount object containsall flds relating to Name, phone, email contactService Level Agreement (SLA)SIC (Standard internation code)More details : "help for this page"Contacts : gives more information about customerOpportunity: Gives information about customer payments************************************************How to Customize Opportunity OBjectopptab - sc - view flds - sel type fld - editEdit: Existing custom : friendsaveopptab - sc - view flds - sel "Stage" fld - editFirst instal 50second instal 100save****************************************************How to customize Standard TAB Label and standard Field labesetup - build - customize - REname Tabs and label sel "opportunity" : oppsnextsel "closedate" : Payment datesavetest: goto opptab - tab and fld label changes************************************************************************************************************Customize Account object with new Custom fldsCourseD:Salesforce (lookup) fee:20kDiscount: 5 DiscAmt:1000Balance:19kCourse: lookupdiscount(percentfee: currencyon selction of course: fee and discount has to come automaticallyfrom Course objectdisocunt Formula(fee*disc)balance form (fee-disamt)*******************************************************How to Create custom fld in Account objectsetup - build - Schema builderObjects section: Sel account, courseelements section:D&D Lookuplabel: courserelate: coursedetailsaveD&D Currencylabel: feesize:7saveD&D Percentlabel: Discountsize:3saveD&D Formulalabel: Discount AMountreturntype: currencydecimals : zeroformula: sel fee__c * discount__csaveD&D Formulalabel: Balancereturntype: currencydecimals : zeroformula: sel fee__c - disAmt__csave*****************************customize pagelayoutsel account in SB - sc - view pagelayout D&D Section :label: course sectionD&D flds : course fee dis, discmat, balancesave**********************************************************************************************************WORKFLOWSeries of Operations which performs automatically based on criteriasetup - build - create - Workflow & approvals - Workflow rule- new rulestep 1: selection of objectobject: accountstep 2: Eval Criteria : create or edit ( create/edit/not meet criteria)step 3 : Rule Criteria : criteria meets(criteria meets / evals to true)billincity equals hyderabadstep 4 : actions : fld update(task/email alert/fldupdate/messages)name: fee updateobject: accountfld to update: feeshow formula: insert fldaccount - course> - feecourse__r.fee__csavename: discount updateobject: accountfld to update: disocuntshow formula: Insert fldaccount - course > - Discountcourse__r.Discount__csaveDONE - Activate* course__r means relatinship objecf**********************Test PRocess:acctab - new recordname: rajeshcourse: salesforceResult; fee And dis will not displayReason: city as to enter as per criteriaclick Edit : enetr cityDisplays fee, discount as per WORKFOWDisplay Disamt, Balance as per Formulas***************************************************Test : Deactivate WOrkflowEdit record : enter coursefee and disc will not displaycreate new workflow : for any recordno city: criteria is true************************************************************************************************************ROLLUP summary fldsCreate ROllup summary fld at Account, summarize opp recordsaccount tab - sc - view flds - new custom fldsel "Rollup summary" label: Total amountobject: accountsummrize: opportuntiyRollup type: Sumcol: amountsavesel "Rollup summary" label: Number of Paymentsobject: accountsummrize: opportuntiyRollup type:Countsave**********************************Customize balance fldactab - sc - view flds - sel "balnce" - editfee__c - ( Discount_Amount__c + Total_Amt_Paid__c )save******************customize account pagelayoutact tab - new - sc - edit layoutD&D : totamt, numb of paymentssave****************************************************************************************************************Test processsel anew record in accountsel coursedisplays fee, dis and balance automatically********************************************************************************************************