Custom Object_CourseDetails

8/9/2019 Custom Object_CourseDetails

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Create Custom Object

Course Details

FieldLabels Coursename Fee Discount facultyFieldNames Name Fee__c discount__c faculty__cDatatype text Number Percent Text

salesforce 12k 5 Premhadoop 20k 5 Gopal

*******************************************************Create Custom objectcreate Custom fieldscreate tAB(to enter records)create LOOKUP field in lead connecting course detail object

****************************************************************************************************************How to create custom object

setup - build - create - Objects - New custom object

singular (Table Display name): Course Detail

Plural (Tab name) : CourseDetailObject Name(Programing) : courseDetail (coursdetail__c)

name: Course NameType: textsave

**********************How to Create Custom flds

setup - build - create - sel "coursedetail" objectNew Custom fld

Select Datatype : Numberlabel: feename: fee (fee__c)

Checkin: required (mandatory)default: 10000

next: visible to all users (security)next: add to layoutsave

Select Datatype : Percentlabel: Discount

name: Discount__c

Checkin: required (mandatory)default: 5


Select Datatype : TExt



label: Faculty

Checkin: required (mandatory)Checkin: Do not allow duplicates


* created one standard fld : name* created 3 custom flds:

fee__c, discount__c, faculty__c**************************************************************************************************************HOw to Create Custom TAB : to enter records

setup - build - create - TABS - new custom tab

Object : CourseDetailstyle : sel color

next : visible to all usersnext : which applications can accesssave

* A tab links to only one object* TAB and object are one - one Relatinship

*******************************************************How to enter records

course tab - newnamefeediscountfaculty

save

* test for Duplication*******************************************************How to customize TAB layout (which cols to display)

course tab - sc - edit colsadd : fee, disc, facultysave

*******************************************************How to change field typesfee is number, change to Currency

coursetab -sc - view flds - sel "fee" fld - editsel "change fld type"

sel : currencysave

*******************************************************How to Change CUrrency Format

setup - admin - company profile - com info - edit



currency setting: English(india)Time zone: GMT + 5.30save

**************************************************************************************************************How to create LOOKUP field in Lead object

lead tab - sc - view flds - new custom flds

select datatype : Lookup relationship

Field LabeL : course DetailRelate to : select object : Course detail

next : users can accessnext : add to layoutsave

* test - goto lead tab - newLead name:course Detail : displays as lookup icon

(displaying standard fld name)

*******************************************************How to customize Lookup Layout for Coursdetail

coursetab - sc - view object -

sel "search layouts" -Edit "lookup Dialog" -

add: fee, faculty,discountsave

* test: lead tab - new - sel course icon* result: displays all course records, with selectd flds

* can select only standard fld i.e coursename

**************************************************************************************************************How to CUstomize Search Resulst

course tab - sc - view object -sel "search layouts" - edit search results

add: fee, discountsave

* test* goto search box : rajesh

* Results:account recordcourse record

**************************************************************************************************************



Documents

Custom Object_CourseDetails