Salesforce CRM applicationHow to Customize Salesforce
softwarehttps://developer.salesforce.comemail:
[email protected] / mybox1227username:
[email protected]******************************login to gmail :
[email protected] / mybox1227click Login confirmationusername:
[email protected] new password :
mybox1224****************************Salesforce has list
applicationeach application links to TABSEach tab links to OBject
(table)Table fields and recordssalesforce has 3 CLoudsMarketing
cloud : Campaign, leadsSales cloud: Account, contacts,
OpportuntiyService: Cases and
solutions********************************standard app: Sales,
marketingEvery industry( Education, banking, insurance,
manufa)requires
CRM********************************************************Create
Education INdustry: TrainingInstappHow to Create CUstom APplication
(Training App)setup - build - create - apps - new - Custom
applabel: TrainingAPpinsertimage:sel tabs: campaign, account,
documentssel security: who can access applicationvisible to all
userssave****************************To Test: Goto apps area -
training appresult: displays selected
tabs************************************************************************************************************How
to Customize Standard Object "campaign" for TrainingAppCampaign
object is used for avertisement investmentCLick "help for this
page"search 'Campaign Fields"Detail Information about Campaign
objectCampaign objct - SC (Quick acces) - View fldsLabel Name
datatypeCampaing Name Name textbudget Cost BudgetCost CurrencyStart
Date startDate dateEvery custom or Standard object contains two
fldsName and ID (recordid)* STandard flds can not be
deleted******************************************************How to
Create Custom Flds in standard objectcampaing tab - sc - view flds
- new custom fldssel datatype: Picklistlabel: Locationvalue:
HyderabadViajayawadaBangalorepunename: location (location__c)next:
which users can access(security)next: add to layoutsave* Test:*
camp tab - new REsult: location fld displays with dropdown values*
Every Custom fld Suffix with
"__"*******************************************************How to
Customize Standard Fld valuesex: Type fldcampaign tab - sc - view
flds -select "type" fldNew:Google, justdial, sulekha...reorder: To
arrange values Del: To existing standard value with another
value*******************************************************How to
Customize Page LayoutHow to Make flds Mandatory, Remove fldscamp
tab - new - Sc - Edit layoutDrag & Drop : section onto
Layoutsection Name: Date SectionD&D flds: start and End date
onto layoutclick "*" : check in MandatoryClick "-" : To Remove Fld
from layoutsave* Flds are removed from layout* can get from
console*******************************************************How
to Customize TAB layoutcamp tab - sc - Edit colsadd: type, start
datesave**************************************************************************************************************How
to create ID, applicationHow to customize Campaign objectLEad
object
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