Getting Started with SalesForce Lab 4

8/14/2019 Getting Started with SalesForce Lab 4

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part IV

Description: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 Gide !or Sales"orce. The docment !ocses on

setting p page la#ot, adding cstom tags and ob$ects. %oin or

pro!essional training program and learn !rom e&perts.

History:Version Description Change Athor P!"ish Date#$% Initia" Dra&t Chandra Pra'ash Shar(a)th*ay +#%+#$% Re,iew-% A(it Shar(a )th*ay +#%+

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http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/


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Contents(ontents.......................................................................................................................... )

Page *a#ot Editor in Sales"orce.....................................................................................+

How to set page la#ot editor in Sales"orce ...............................................................+

(stom Tab in Sales"orce ...............................................................................................

(stom eb Tabs in Sales"orce ...............................................................................''

/isal"orce Tabs in Sales"orce ................................................................................'0

1dd "ield in (stom 2b$ect in Sales"orce .....................................................................'3

Trac4 "ield in Sales"orce............................................................................................... '5

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Page Layot Editor in Sa"esForce

Sales"orce has Provide two drag and drop tools !or editing page la#ot, 6o can

cstomi7e the page la#ot !or record detail and edit pages. Page *a#ot inclde s-

controls and /isal"orce pages that are Provide within a !ield section when the page

displa#. 6o can control the si7e s-controls and /isal"orce pages, and determine

whether or not a label and scroll bars displa#.

There in Sales"orce Page *a#ot Editor Two T#pes -

'.8 Page *a#ot Editor !or Standard 2b$ects.

).8 Page *a#ot Editor !or (stom 2b$ects.

.ote :/Ever# (stom 2b$ects will have one de!alt page la#ot.

How to set page "ayot editor in Sa"esForce :

Step % :/

clic4 to setp-9 0i"d-9 Create-9 O!1ects-9 clic4 to an# Csto( O!1ects:E& -

;epartments8 -9 Then there is !ind Page Layotspanel clic4 to Editbtton

OR

There is second option to go to page "ayot editor. Go to csto( o!1ects:E& -

;epartments 8 clic4 to an# csto( &ie"dsand a!ter that #o can see


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Step + :/

1!ter That (lic4 to Editor Edit Layot#o can see page "ayot editorbelow.

There is #o can see some !ield is read on"y:enable !alse, #o can see onl# not

per!orm an# thing8 !ield this !iled is crrentl# in wor4ing, and some !ield is

High"ighted #o can this !ield restore in #o page la#ot editor.

I! want to =estore High"ighted &ie"d$st go and drag this and drop where #o want.

#o can see below screen.

#o can easil# move p-down and le!t-right $st ;rag on !ield and drop where #owant to drop this !ield. #o can all so remove an# !ield and restore. $st go on mose

on this !ield and #o can see two icon Re(o,eand Propertiesclic4 to an# icon to

per!orm operation.

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Step 2 :/

Re(o,e :/ (lic4 on this icon remove this !ield .

Properties :/ There is to (hec4 bo& Read on"y andRe3ired$

Read on"y :/ chec4ed this properties this !ield read onl# #o can?t changes in this !iled.

Re3ired :/a!ter chec4ed this properties #o can?t be le!t blan4 this !ield.

Step ) :/1dd all so blan4 space drag and drop on 0"an' spaceBtton where #o want to blan4

space.

1!ter drag and drop#o can see how to loo4 !"an' space$

6o can all so add section in page "ayot editorsection is area o! an# !ield in section

#o can pt an# !ield "or E& - #o want to add section Pa# in this section I will add @in

pa# or @a& Pa#.

drag and drop section a!ter that see popp window see below

There is provide section na(e, Layot, 4a!/5ey/Ordera!ter !ill all !iled clic4 to o4.

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drag and drop Section on #or page a!ter that drag and drop #or !ield in this section.

see below.

and all show move all section to an# ware on this la#ot.

.ote :/1n# cstom 2b$ect can have 0AA "ield @a&imm.

#o can searchthis !ield easil#

1!ter Save these all change clic4 to Sa,ebtton. go to cstom ob$ect lin4 see how?s is

loo4 these are !ield?s. #o can see below

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Csto( 4a! in Sa"esForce1 cstom tab is a


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How 4o Create Csto( O!1ect 4a!s :

(lic4 to Setp -9 0i"d-9 Create-9 4a!s

(lic4 To .ewbtton add Csto( o!1ect 4a!s. 1!ter that show on below screen.

Step % :/

Select O!1ect, 4a! sty"e, Enter Descriptiona!ter that clic4 to .e8tbtton.


Select (stom 2b$ect

(lic4 here loo4p btton

!or selecting Tab St#le


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Step + :/

(lic4 on .e8tbtton.

Step 2 :/

(lic4 to Sa,ebtton to save this (stom ob$ect tab.



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1!ter Save #o can see there is E(p"oyees 4a! add sccess!ll# in ser inter!ace #o

can see below.

6o can all show per!orm EditTab and De"eteTab.

clic4 on E(p"oyee 4a!see below and clic4 to .ewbtton .

1!ter that

In this cstom !ield no de!alt cstom te&t !ield becase emplo#ee has a ato nmber

!ield #o can $st clic4 on save btton and show there is ato generate emplo#ee

nmber.

(lic4 on Sa,ebtton.

6o can chec4 it E(p"oyee .(!eris ato generated.

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Csto( 7e! 4a!s in Sa"esForce :

(stom web tabs displa# an# e&ternal web application and all so displa# web page,

(stom tab is call other web page on Sales"orce, #o can add on Sales"orce.com

e&ternal web site b# sing web tabs..ote :/7e! ta!sis not spported all the web site it spported onl# limited web

site?s.

How 4o Create 7e! 4a!s in Sa"esForce$co( :

(lic4 to Setp-9 Create-9 4a!s there #o can !ind 7e! 4a!s panel in this panel

clic4 to .ewbtton in 7e! 4a!spanel. #o can see below .

Step % :/

choose the Page la#ot. and clic4 to .e8tbtton.

There is two page la#ot choose an# one chec4ed to radio btton.

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Step + :/

1!ter that Insert 4a! "a!e", 4a! Sty"e, 1nd give the &ra(e si9ein pi&els and clic4 to

.e8tbtton.

Step 2 :/

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Enter Here 1n#Spportable


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Give the Spportable


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Step ; :/

(lic4 to Sa,e btton.

1!ter that #o can see it below, clic4 on wi'itab !or open this site.

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Visa"Force 4a!s in Sa"esForce :

#o can bild /isal!orce tabs so that ser can access /isal"orce pages in Sales"orce.

How to add Visa"Force 4a! in Sa"esForce :/

(lic4 to Setp-9 Create-9 4a!s-9 a!ter clic4 to tabs lin4 #o can see that

/isal "orce Tabs panel. #o can see below. (lic4 to .ewbtton !or creating

/isal!orce.

Step % :/

I! #o have not alread# created the /isal!orce page, clic4 Create a new page now.

Step +:/

1!ter clic4 Create new Page .ow then show new page #o can see below on screen

in this page !ill all !ields and clic4 to Sa,ebtton.

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Step 2 :/

Then #o clic4 save btton comebac4 to Previos page. #o can see below.

#o can !ill all the !ields and clic4 to .e8tbtton.

Step ) :/


Select #o /isal"orce pagecreate to #o b# clic4 to

create a new page now

lin4.


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(lic4 to .e8t btton$

Step ; :/

(lic4 to Sa,ebtotn.

1!ter clic4 on Sa,ebtton. #o can add sccess!l# /isal"orce tab. #o can see

below.

There is #o can see E(p"oyee List add as a /isal"orce Tab.



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Add Fie"d in Csto( O!1ect in Sa"esForce

In add to !ield it is add primitive data t#pes. in this adding section #o can add

chec'!o8, 4e8t, *ai"etc.

6o want to add some more !ield in Csto( o!1ects:E& - Emplo#ees tab8

(lic4 on the Csto( o!1ects


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1!ter Sa,ethis !ields data #o can change on #o (stom 2b$ect data:E&- Emplo#ees8

see below.

4rac' Fie"d in Sa"esForce

Trac4 !ield displa# the histor# related o! list o! an ob$ect, i! #o want to see trac4 !ield

histor# on #or pro!ile

enable this !ield histor#.

How to Go Set History 4rac'ing :

(lic4 on Setp-9 O!1ects-9 Select an# Csto( o!1ects


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There is #o can see 4rac' o"d and new ,a"es which !ield want show chec4ed the

chec4bo& i! no need to on this !ield clic4 to nchec4ed chec4 bo&. #o can see below

screen. clic4 to sa,e btton.

1!ter that go to cstom ob$ects *a#ot page :E& - ;epartments la#ot 8 clic4 to EditPage la#ot.

a!ter that #o can show page la#ot editable page then #o can see Re"ated List

men on the open screen. 1!ter clic4 on Re"ated List#o see that Depart(ents

History#o can $st drag and drop on page la#ot page.

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1!ter that save this page. and clic4 to (stom ob$ects tab:E& - ;epartments8 and #o

can see that ;epartment histor# is available on this page. see below

This is part o! ;epartment Histor#

6o can see that Histor#.

Documents

Getting Started with SalesForce Lab 4