SalesForce Certification Preparation Lab#1

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Getting Started with SalesForce CRM

Implementing Business Process in SALESFORCE

Part 1

Part 1 Description:

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 Beginner’s Gide !or Sales"orce. The

end Hands-on Beginner’s Gide !or Sales"orce. The docment !ocses on

docment !ocses on

Sales"orce #eveloper $erti!ication Hands-%n Gide &ab'(.

)oin or

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

History:



eerrssiioon n DDeessccrriippttiioon n CC!!aanngge e AAuutt!!oor r PPuu""lliiss! ! DDaattee #

#$$1 1 IInniittiiaal l DDrraa%%t t CC!!aann&&rra a PPrraa''aass! ! SS!!aarrmmaa 11##t!t!_{(an )#1*}_{(an )#1*}

#

#$$1 1 RRee++iiee,,--1 1 AAmmiit t SS!!aarrmmaa 11##t!t!₍_(a_an_{n )}_)#_#1_1*_*

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#ata "ormat "ormat ... // 4to 5mber @ 4to 5mber @ ... // $hecbo* $hecbo* @...@... // $rrenc+ $rrenc+ @...@... // #ate #ate @...@... // 5mber @... 5mber @... 66 #ata consistenc+ @... #ata consistenc+ @... 66 www.bispsoltions.com

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loo'up

&%%A9P23 is a !nction it sed in validation, &%%A9P "nction Similar to its E*cel &%%A9P23 is a !nction it sed in validation, &%%A9P "nction Similar to its E*cel conterpart, the &%%A9P !nction lets +o se data in another ob=ect as a basis !or conterpart, the &%%A9P !nction lets +o se data in another ob=ect as a basis !or validation.

validation.

4dd a alidation 0le on the Emplo+ee which checs whether there are an+ e*isting 4dd a alidation 0le on the Emplo+ee which checs whether there are an+ e*isting Emplo+ee records with the same name i! so stop the 9ser !rom saving it. Here comes Emplo+ee records with the same name i! so stop the 9ser !rom saving it. Here comes the role o! &%%A9P.

the role o! &%%A9P.

- $rrentl+ Sales"orce ses loop !or validations. - $rrentl+ Sales"orce ses loop !or validations. - &%%A9P can onl+ be done on the 5ame !ields. - &%%A9P can onl+ be done on the 5ame !ields.

- The !ieldtoretrn mst be an ato nmber, roll-p smmar+, loop relationship, - The !ieldtoretrn mst be an ato nmber, roll-p smmar+, loop relationship, master-detail

master-detail relationship, relationship, checbo*, checbo*, date, date, dateCtime, dateCtime, email, email, nmber,nmber, percent, phone, piclist, te*t, te*t area, or 90& !ield t+pe.

percent, phone, piclist, te*t, te*t area, or 90& !ield t+pe.

- The !ieldonloopob=ect mst be the 0ecord 5ame !ield on a cstom ob=ect. - The !ieldonloopob=ect mst be the 0ecord 5ame !ield on a cstom ob=ect. - The !ieldonloopob=ect and loopvale mst be the same data t+pe. - The !ieldonloopob=ect and loopvale mst be the same data t+pe.

RE.E/0Regular Epression2

Regex is a regular expression it provide

Regex is a regular expression it provide validation. A regular expression (regex) is a special text svalidation. A regular expression (regex) is a special text s tring fortring for describing a search pattern in SalesForce. You are

describing a search pattern in SalesForce. You are probably familiar with wildcard notations such as . or .txt toprobably familiar with wildcard notations such as . or .txt to find all text files in a file manager. !he regex e"uivalent is

find all text files in a file manager. !he regex e"uivalent is .*\.txt$..*\.txt$.

#haracter

#haracter MeaningMeaning

$

$ assert end of string (or line$ in assert end of string (or line$ in multiline mode)multiline mode)

/

/ general escape character with several usesgeneral escape character with several uses

^

^ assert start of string or line$ in multiline modeassert start of string or line$ in multiline mode

.. match any character except newlinematch any character except newline

[[ start character class definitionstart character class definition

]] %nd character class %nd character class definitiondefinition

|| start of alternative branchstart of alternative branch

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(( start sub patternstart sub pattern

)) end sub patternend sub pattern

?

? extends the meaning of extends the meaning of $ or &' "uantif$ or &' "uantifier$ or "uantifierier$ or "uantifier minimie

minimie

** & or more "uantifier & or more "uantifier

+

+  or more "uantifier$ also *possessive "uantifier* or more "uantifier$ also *possessive "uantifier*

{{ start min'max "uantifier start min'max "uantifier

Here

Here the code !the code !or <atching String tor <atching String to Email pattern o Email pattern In Sales"orceIn Sales"orce pblic static Boolean checEmail"ormat2String regemail3 D

pblic static Boolean checEmail"ormat2String regemail3 D String

String rege*emali rege*emali   Fa-4-;-JKK.KKLKK'KKMKKNKKOKKKKCKKKK>KKQKKKKRKK-Fa-4-;-JKK.KKLKK'KKMKKNKKOKKKKCKKKK>KKQKKKKRKK-KKKKKKKK DKKKKUKKVKF.NR-WRXa-4-;-JKK-.-WRKK.a-4-WRFY

DKKKKUKKVKF.NR-WRXa-4-;-JKK-.-WRKK.a-4-WRFY Pattern

Pattern <+Pattern <+Pattern   Pattern.compile2rege*emali3YPattern.compile2rege*emali3Y <atcher

<atcher <+<atcher <+<atcher   <+Pattern.matcher2reegemail3Y<+Pattern.matcher2reegemail3Y Boolean

Boolean reslt reslt   <+<atcher.matches23Y<+<atcher.matches23Y retrn

retrn resltYresltY U

U

ISCHA3.ED

ISB&45A2E*pression3 chec

ISB&45A2E*pression3 chec whatever an whatever an e*pression an rete*pression an retrn T09E or rn T09E or "4&SE."4&SE. F

Fuunnccttiioonn DDeessccrriippttiioonn 44ssee

ISCHA3.ED

ISCHA3.ED $ompares the vale o! a $ompares the vale o! a !ield!ield to the

to the

previos vale and retrns previos vale and retrns T09E i! the

T09E i! the

vales are di!!erent. I! the vales are di!!erent. I! the vales are the

vales are the

same, this !nction retrns same, this !nction retrns "4&SE.

"4&SE.

IS$H45GE#2

IS$H45GE#2field field ₃₃_{and replace}_{and replace}

field field

with the name o! the !ield +o with the name o! the !ield +o want to

want to compare. compare.

ali&ation Rule Eample:

ali&ation Rule Eample: The !ollowing validation rle prevents sers !rom changing The !ollowing validation rle prevents sers !rom changing an ob=ect name a!ter it has been created@

an ob=ect name a!ter it has been created@ NOT(ISCHANGED(Name))NOT(ISCHANGED(Name))

NOT(AND(ISCHANGE

NOT(AND(ISCHANGED(Priority), D(Priority), ISPICKVAL(PriorISPICKVAL(Priority, ity, “Low”)))“Low”))) is a validation rle is a validation rle

that ensres i! a ser changes the Priorit+ o! a case, the new priorit+ cannot be Z&ow.[ that ensres i! a ser changes the Priorit+ o! a case, the new priorit+ cannot be Z&ow.[

NOT(AND(ISCHANGE

NOT(AND(ISCHANGED(CloeDate), O!("ONTH(CloeDate) #$ D(CloeDate), O!("ONTH(CloeDate) #$ "ONTH(TODA%()),"ONTH(TODA%()), %EA!(CloeDate) #$ %EA!(TODA%())),&Pro'ileN

%EA!(CloeDate) #$ %EA!(TODA%())),&Pro'ileName #$ ame #$ IT "a*a+er))IT "a*a+er)) is a is a

validation rle that prevents a ser !rom changing the $lose #ate o! an opportnit+ to validation rle that prevents a ser !rom changing the $lose #ate o! an opportnit+ to a date otside o! the crrent month and +ear nless that ser has the ZIT <anager[ a date otside o! the crrent month and +ear nless that ser has the ZIT <anager[ pro!ile.

pro!ile.

E*ample @- i! +o want

E*ample @- i! +o want an+ costme ob=ect an+ costme ob=ect close date !ield shold not close date !ield shold not blan +o can goblan +o can go Step

Step \ \ CreateCreate \ \ O"5ectsO"5ects \ Select \ Select costume o"5ectcostume o"5ect then !ind then !ind ali&ation Rulesali&ation Rules and and clic on

clic on 3e,3e, btton a!ter btton a!ter the +o cthe +o can write !ormla. an write !ormla. then save it.then save it. www.bispsoltions.com

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IS3E6

$hecs i! the !ormla is rnning dring the creation o! a new record and retrns T09E i! $hecs i! the !ormla is rnning dring the creation o! a new record and retrns T09E i! it is. I! an e*isting record is being pdated, this !nction retrns "4&SE.

it is. I! an e*isting record is being pdated, this !nction retrns "4&SE. ali&ation Rule Eample:

ali&ation Rule Eample:

9se the !ollowing validation rle to prevent sers !rom creating a record with a close 9se the !ollowing validation rle to prevent sers !rom creating a record with a close date in the past. 45# 2IS5E723, $lose#ate ] T%#4^233 checs i! the ser is creating a date in the past. 45# 2IS5E723, $lose#ate ] T%#4^233 checs i! the ser is creating a new opportnit+ and, i! so, ensres that the $lose #ate is toda+ or a!ter toda+.

new opportnit+ and, i! so, ensres that the $lose #ate is toda+ or a!ter toda+.

9se this validation rle to ensre sers add at least one prodct to an opportnit+ a!ter 9se this validation rle to ensre sers add at least one prodct to an opportnit+ a!ter the+ have created it.

the+ have created it.

5%T2%02IS5E723,Has%pportnit+&ineItem33 5%T2%02IS5E723,Has%pportnit+&ineItem33

In this e*ample, the validation rle !ormla displa+s the !ollowing error message when In this e*ample, the validation rle !ormla displa+s the !ollowing error message when an e*isting opportnit+ does not have an+ prodcts@ _^o mst add prodcts to this an e*isting opportnit+ does not have an+ prodcts@ _^o mst add prodcts to this opportnit+ be!ore saving._ This does not displa+ an error on the initial save becase opportnit+ be!ore saving._ This does not displa+ an error on the initial save becase the+ cannot add prodcts ntil a!ter saving the record initiall+Y bt it prevents them the+ cannot add prodcts ntil a!ter saving the record initiall+Y bt it prevents them !rom resaving or closing an opportnit+ that does not contain prodcts.

!rom resaving or closing an opportnit+ that does not contain prodcts. E*ample @- There is +o can chec is close date not less then to Toda+ date. E*ample @- There is +o can chec is close date not less then to Toda+ date.

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PRIORAL4E

F

Fuunnccttiioonn DDeessccrriippttiioonn 44ssee

PRIORAL4E

PRIORAL4E 0etrns the previos vale o!0etrns the previos vale o! a !ield.

a !ield.

P0I%04&9E2 P0I%04&9E2field field ₃₃

ali&ation Rule Eample: ali&ation Rule Eample:

The !ollowing validation rle prevents sers !rom changing the e*pected revene o! an The !ollowing validation rle prevents sers !rom changing the e*pected revene o! an

opportnit+ a!ter it is closed@ 45#2P0I%04&9E2<in pa+3 \ <in pa+, Is$losed3. opportnit+ a!ter it is closed@ 45#2P0I%04&9E2<in pa+3 \ <in pa+, Is$losed3.

parallel appro+al processes

"or $reate

"or $reate PParallel arallel 4pproval Processes !irst 4pproval Processes !irst $reate costme $reate costme ob=ect 2E* ob=ect 2E* @ Empl+ee3 then@ Empl+ee3 then in costme

in costme create #rop create #rop down 2Piclist down 2Piclist 3 !ield 3 !ield and give and give an+ name an+ name then add then add thethe +alues +alues 0I7 8anager9 HR 8anager an& Sales 8anager9 I7 8anager  HR 8anager9 I7 0I7 8anager9 HR 8anager an& Sales 8anager9 I7 8anager  HR 8anager9 I7 8anager  Sales 8anager9 HR 8anager  Sales 8anager 9 I7 8anager  HR 8anager  Sales 8anager9 HR 8anager  Sales 8anager 9 I7 8anager  HR 8anager +alues  Sales 8anager2

8anager +alues  Sales 8anager2

Eample: Entry criteria:; ISPIC<AL0Select ==c9>I7 8anager>2 Eample: Entry criteria:; ISPIC<AL0Select ==c9>I7 8anager>2 Appro+al only to I7 manager$2

Appro+al only to I7 manager$2 ^o can see below

^o can see below

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For Create Appro+al Process : For Create Appro+al Process : Setup

Setup \ \ Create Create \ \ 6or'%lo,  appro+als 6or'%lo,  appro+als \\ Appro+al ProcessesAppro+al Processes

Step 1 :;

Step 1 :; !ill all !ields and clic!ill all !ields and clic 3et3et btton. btton. Step ) :;

Step ) :;

Select "ormla evalates to tre in drop down !ield then write !ormla Select "ormla evalates to tre in drop down !ield then write !ormla

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Step * :; Step * :;

Step ? :; Step ? :;

Select 5oti!ication Templates and clic on 5e*t btton. Select 5oti!ication Templates and clic on 5e*t btton. Step @ :;

Step @ :; Select "ields to #ispla+ on 4pproval Page &a+ot and clic to 5e*t btton. Select "ields to #ispla+ on 4pproval Page &a+ot and clic to 5e*t btton. Step  :;

Step  :;

Then $lic on Save btton. Then $lic on Save btton.

4!ter Then 4ssigned 4pprover Process . 4!ter Then 4ssigned 4pprover Process . Step 1 :;

Step 1 :;

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Step ) :; Step ) :;

Step * :;

Step * :; Select 4tomaticall+ 4ssign then clic on Save btton.Select 4tomaticall+ 4ssign then clic on Save btton.

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Dynamic Appro+al

Process

using

Ape an&

7

7 rigger in

rigger in

SalesForce

#+namic approval process is sed to rote approval re?ests to ser listed in loop #+namic approval process is sed to rote approval re?ests to ser listed in loop !ields on the record

!ields on the record re?iring approval. re?iring approval.

4pproval Process, one emplo+ee re?est is approved or re=ected is based on his 4pproval Process, one emplo+ee re?est is approved or re=ected is based on his decision.

decision.

bt there are 6 or 8 emplo+ee wait !or same process So in this scenario approval bt there are 6 or 8 emplo+ee wait !or same process So in this scenario approval process de!alt it give d+namic approval.

process de!alt it give d+namic approval.

(- 4tomaticall+ sbmit the record !or approval on the basis o! !ield vale. (- 4tomaticall+ sbmit the record !or approval on the basis o! !ield vale. - 4tomaticall+ select the ne*t 4pprover.

- 4tomaticall+ select the ne*t 4pprover.

/- 4pprove C 0e=ect the record on the basis o! !ield /- 4pprove C 0e=ect the record on the basis o! !ield

&ynamic su"mit t!e appro+al process using trigger : &ynamic su"mit t!e appro+al process using trigger : pblic void d+namic4pproval2Empl+ees emp3

pblic void d+namic4pproval2Empl+ees emp3 D

D CC

CC $reate $reate an an approval approval re?est re?est !or !or the the Empl+eesEmpl+ees 4pproval.ProcessSbmit0e?est

4pproval.ProcessSbmit0e?est re? re?   new new 4pproval.ProcessSbmit0e?est23Y4pproval.ProcessSbmit0e?est23Y re?.set$omments2FSbmitting

re?.set$omments2FSbmitting re?estF3Yre?estF3Y re?.set%b=ectId2emp.id3Y

re?.set%b=ectId2emp.id3Y re?.set5e*t4pproverIds2new

re?.set5e*t4pproverIds2new IdW IdW Demp.5ew4pprovercU3YDemp.5ew4pprovercU3Y CC

CC Sbmit Sbmit the the approval approval re?est re?est !or !or the the Empl+eesEmpl+ees 4pproval.Process0eslt

4pproval.Process0eslt reslt reslt   4pproval.process2re?3Y4pproval.process2re?3Y U

U

Belo, met!o& is use& to &ynamic appro+e t!e process using trigger$ Belo, met!o& is use& to &ynamic appro+e t!e process using trigger$

pblic

pblic void void approve5ew2Empl+ees approve5ew2Empl+ees emp3emp3 D

D

4pproval.Process7oritemre?est

4pproval.Process7oritemre?est re? re?   newnew 4pproval.Process7oritemre?est23Y

4pproval.Process7oritemre?est23Y re?.set$omments2F4pproving

re?.set$omments2F4pproving re?est re?est sing sing TriggerF3YTriggerF3Y re?.set4ction2F4pproveF3Y

re?.set4ction2F4pproveF3Y re?.set5e*t4pproverIds2new

re?.set5e*t4pproverIds2new IdW IdW Demp.5ew4pprovercU3YDemp.5ew4pprovercU3Y Id

Id EmpI# EmpI#   getEmpI#2emp.id3YgetEmpI#2emp.id3Y i!2EmpI# i!2EmpI#   nll3nll3 D D emp.addError2FErrorF3Y emp.addError2FErrorF3Y U U else else D D re?.setEmpI#2EmpI#3Y re?.setEmpI#2EmpI#3Y 4pproval.Process0eslt

4pproval.Process0eslt reslt reslt   4pproval.process2re?3Y4pproval.process2re?3Y www.bispsoltions.com

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U U U U

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Fiel& !istory trac'ing to au&it processes :

Fiel& !istory trac'ing : Fiel& !istory trac'ing :

"ield histor+ tracing allows +o to save all data when the vales create new !ields and "ield histor+ tracing allows +o to save all data when the vales create new !ields and pdate vale etc.

pdate vale etc. go to

go to SetupSetup \ \ CreateCreate \ \ O"5ectsO"5ects \ Select an+ \ Select an+ costume o"5ectcostume o"5ect and and Custom Fiel&sCustom Fiel&s  Relations!ips

 Relations!ips and clic on and clic on Set History trac'ingSet History trac'ing then set Tracing. then set Tracing.

Au&it Processes : Au&it Processes : Setup

Setup \\ Security ControlsSecurity Controls \ \ ie, Setup Au&io 7railie, Setup Au&io 7rail

The setp adit trail histor+ shows +o the ; most recent setp changes made to +or The setp adit trail histor+ shows +o the ; most recent setp changes made to +or

organiation. +o can download .$S !ile. organiation. +o can download .$S !ile.

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Out"oun& 8essages as part o% an

appro+al process

4n otbond message is a wor!low, approval, or milestone. 4n otbond message 4n otbond message is a wor!low, approval, or milestone. 4n otbond message sends the data in the speci!ied !ields in the !orm o! a S%4P message to the endpoint. sends the data in the speci!ied !ields in the !orm o! a S%4P message to the endpoint.

or or

%tbond <essages are S%4P transactions that sales!orce.com atomaticall+ sends to %tbond <essages are S%4P transactions that sales!orce.com atomaticall+ sends to e*ternal s+stems when triggered.

e*ternal s+stems when triggered.

Ho, to Create Out"oun& 8essages : Ho, to Create Out"oun& 8essages : Setup

Setup \\ Create Create \\ 6or'%lo,  Appro+als 6or'%lo,  Appro+als \\ Out"oun& 8essages Out"oun& 8essages Step 1 :;

Step 1 :;

Step ) :; Step ) :;

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Step *:; Step *:;

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Appro+al Process 6it! Cross;O"5ect Formulas

6!at are Cross;O"5ect Formulas

Cross-object formulas

Cross-object formulas are !ormlas that span two related ob=ects and re!erence merge are !ormlas that span two related ob=ects and re!erence merge !ields on those ob=ects. $ross-ob=ect !ormlas can re!erence merge !ields !rom a master !ields on those ob=ects. $ross-ob=ect !ormlas can re!erence merge !ields !rom a master 2Zparent[3 ob=ect i! an ob=ect is on the detail side o! a master-detail relationship.

2Zparent[3 ob=ect i! an ob=ect is on the detail side o! a master-detail relationship. Setp \ $reate \ 7or!low O 4pprovals \ 4pproval Processes then select cstom Setp \ $reate \ 7or!low O 4pprovals \ 4pproval Processes then select cstom ob=ect name and adn write the code.

ob=ect name and adn write the code.

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Recor& &ata c!anges

i! need to changes record data there is two wa+ !irst is direct on Sales"orce.com in i! need to changes record data there is two wa+ !irst is direct on Sales"orce.com in #ata Import 7iard.

#ata Import 7iard.

second is b+ sing #ata &oader. second is b+ sing #ata &oader.

"or instance need !ile shold loo lie as the e*emplar below@ "or instance need !ile shold loo lie as the e*emplar below@

(. %ne colmn shold be called FI#F and it is a list o! all the records FI#sF. (. %ne colmn shold be called FI#F and it is a list o! all the records FI#sF.

. Second colmn shold be called F%75E0I#F and it is a list o! all the sers I#s. . Second colmn shold be called F%75E0I#F and it is a list o! all the sers I#s.

B+ sing #ata &oader +o can pload this and change 0ecord data changes. +o need B+ sing #ata &oader +o can pload this and change 0ecord data changes. +o need to id and

to id and ownerid the write ownerid the write data data lie a 5ame, lie a 5ame, $it+ etc.$it+ etc.

Implement multi;step appro+al ,or'%lo,s an&

escalations

to

automate

"usiness

processes

Business Reuirement : Business Reuirement : we want

we want create recocreate record rd Implement mlti-step aImplement mlti-step approval wor!lows.pproval wor!lows. rles !or approval process below

rles !or approval process below

@-- 4ll new recorded that are above ( atomaticall+ enter the process. - 4ll new recorded that are above ( atomaticall+ enter the process. - !irst Step have sbmit manager approve or re=ect.

- !irst Step have sbmit manager approve or re=ect.

- i! re=ect, email goes to the sbmitter manager and the record is !lagged as _re=ected_. - i! re=ect, email goes to the sbmitter manager and the record is !lagged as _re=ected_. - i! approved the ne*t approval stage is entered.

- i! approved the ne*t approval stage is entered.

i! the credit recorded is greater than 6;; then the approval goes p management i! the credit recorded is greater than 6;; then the approval goes p management - i!

- i! not not then !inal then !inal step approvalC step approvalC re=ection.re=ection.

Create Appro+al Process

Setup

Setup \ \ createcreate \ \ 6or'%lo,s  appro+als6or'%lo,s  appro+als \ \ Appro+al ProcessesAppro+al Processes Then select the costme ob=ect

Then select the costme ob=ect

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Step 1 :; Step 1 :;

Enter Process name or #escription then clic on ne*t btton. Enter Process name or #escription then clic on ne*t btton. Step ) :;

Step ) :; Select approval process and clic to ne*t btton.Select approval process and clic to ne*t btton.

Step * :; Step * :;

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Step ? :;

Step ? :; Select Email template and clic onSelect Email template and clic on 3et3et btton. btton. Step @ :;

Step @ :; Select "ields to #ispla+ on 4pproval Page &a+ot then clic onSelect "ields to #ispla+ on 4pproval Page &a+ot then clic on 3et3et btton. btton. Step

Step   :; :; selectselect Speci!+ Initial Sbmitters and clic onSpeci!+ Initial Sbmitters and clic on Sa+eSa+e btton. btton.

4!ter then 4pproval process , select ^es, IFd lie to create approval step now. clic on 4!ter then 4pproval process , select ^es, IFd lie to create approval step now. clic on Go btton.

Go btton.

Step 1 :; Step 1 :;

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Step ):; Step ):;

Step * :;

Step * :; Select option and clic onSelect option and clic on Sa+eSa+e btton. btton.

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Create an approval action for ti! !tep " Create an approval action for ti! !tep "

Step 1 :; Step 1 :;

Step ):; Step ):;

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4!ter then select other approval and !inish. 4!ter then select other approval and !inish.

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ali&ation Rules 7o En%orce Con&itional reuire&

Be!a+ior

"or $reating alidation rles clic on

"or $reating alidation rles clic on SetupSetup \ \ CreateCreate \ \ O"5ectsO"5ects \ \ select select an+ an+ ob=ectob=ect name then !ind alidation 0le then $lic on

name then !ind alidation 0le then $lic on 3e,3e, btton. btton.

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Data Format

Auto 3um"er :

4 #ispla+ "ormat allows +o to control the appearance o! the 4to 5mber !ield. 4 4 #ispla+ "ormat allows +o to control the appearance o! the 4to 5mber !ield. 4 #ispla+ "ormat consists o! the sbstittion variables described below, pls an+ other #ispla+ "ormat consists o! the sbstittion variables described below, pls an+ other characters +o wish to inclde as a pre!i* or s!!i*.

characters +o wish to inclde as a pre!i* or s!!i*.

C!ec'"o :

4llows sers to select a Tre

4llows sers to select a Tre 2checed3 or "alse 22checed3 or "alse 2ncheced3 vale. ncheced3 vale. checbo* retrnchecbo* retrn vale

vale onl+ onl+ 2Tre 2Tre C C "alse "alse 3.3.

Currency :

Please enter the length o! the nmber and the nmber o! decimal places. "or e*ample Please enter the length o! the nmber and the nmber o! decimal places. "or e*ample a nmber with a length o! ` and 6 decimal places can accept vales p to

a nmber with a length o! ` and 6 decimal places can accept vales p to _`68(8.86_.

_`68(8.86_. In Ape :

In Ape :

]ape*@ otptTe*t vale_string@ D;,nmber,M','''.''U_\ ]ape*@ otptTe*t vale_string@ D;,nmber,M','''.''U_\ ]ape*@ param vale_DLan+nmberU_ C\

]ape*@ param vale_DLan+nmberU_ C\ ]Cape*@otptTe*t\ ]Cape*@otptTe*t\

Date :

E*ample @ E*ample @

]ape*@otptTe*t vale_D;, date, ddFCF<<FCF++++ HH@mm@ssU \ ]ape*@otptTe*t vale_D;, date, ddFCF<<FCF++++ HH@mm@ssU \

]ape*@param

]ape*@param vale_DL vale_DL )ob4pplications.End#ateTimecU_\)ob4pplications.End#ateTimecU_\ ]Cape*@param\

]Cape*@param\

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3um"er :

Please enter the length o! the nmber and the nmber o! decimal places. "or e*ample Please enter the length o! the nmber and the nmber o! decimal places. "or e*ample a nmber with a length o! 8 and  decimal places can accept vales p to _68(8.6_. a nmber with a length o! 8 and  decimal places can accept vales p to _68(8.6_. Eample :

Eample :

]ape*@page standard$ontroller_4ccont_\ ]ape*@page standard$ontroller_4ccont_\

]ape*@otptTe*t vale_D;, nmber, ;;;,;;.;;U_\ ]ape*@otptTe*t vale_D;, nmber, ;;;,;;.;;U_\

]ape*@param

]ape*@param vale_DL4ccont.<a*SalU_ vale_DL4ccont.<a*SalU_ C\C\ ]Cape*@otptTe*t\ ]Cape*@otptTe*t\ ]Cape*@page\ ]Cape*@page\

Data consistency :

#ata $onsistenc+ means that each ser sees a consistent view o! the data, inclding #ata $onsistenc+ means that each ser sees a consistent view o! the data, inclding visible changes made b+ the serFs own transactions and transactions o! other sers. visible changes made b+ the serFs own transactions and transactions o! other sers. - Eliminate #plicate #ata 4tomaticall+.

- Eliminate #plicate #ata 4tomaticall+.

- $leanse, Standardise and $onsolidate +or data. - $leanse, Standardise and $onsolidate +or data. - $reate a Single Trsted iew o! +or $stomers. - $reate a Single Trsted iew o! +or $stomers. - Integrate Important #ata !rom 4ll o! +or S+stems. - Integrate Important #ata !rom 4ll o! +or S+stems. - Generate 4ccrate and $omplete 0eports.

- Generate 4ccrate and $omplete 0eports.

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SalesForce Certification Preparation Lab#1

Getting Started with SalesForce CRM

Getting Started with SalesForce CRM

Implementing Business Process in SALESFORCE

Implementing Business Process in SALESFORCE

Part 1

Part 1

Description:

Description:

BISP is committed to provide BEST learning material to the beginners and

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

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginner’s Gide !or Sales"orce. The

end Hands-on Beginner’s Gide !or Sales"orce. The docment !ocses on

docment !ocses on

Sales"orce #eveloper $erti!ication Hands-%n Gide &ab'(.

Sales"orce #eveloper $erti!ication Hands-%n Gide &ab'(.

)oin or

)oin or

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

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

History:

History:

Contents

Contents

loo'up

loo'up

RE.E/0Regular Epression2

RE.E/0Regular Epression2

ISCHA3.ED

ISCHA3.ED

IS3E6

IS3E6

PRIORAL4E

PRIORAL4E

parallel appro+al processes

parallel appro+al processes

Dynamic Appro+al

Dynamic Appro+al

Process

Process

using

using

Ape an&

Ape an&

7

7

rigger in

rigger in

SalesForce

SalesForce

Fiel& !istory trac'ing to au&it processes :

Fiel& !istory trac'ing to au&it processes :

Out"oun& 8essages as part o% an

Out"oun& 8essages as part o% an

appro+al process

appro+al process

Appro+al Process 6it! Cross;O"5ect Formulas

Appro+al Process 6it! Cross;O"5ect Formulas

6!at are Cross;O"5ect Formulas

6!at are Cross;O"5ect Formulas

Recor& &ata c!anges

Recor& &ata c!anges

Implement multi;step appro+al ,or'%lo,s an&

Implement multi;step appro+al ,or'%lo,s an&

escalations

escalations

to

to

automate

automate

"usiness

"usiness

processes

processes

Create Appro+al Process

Create Appro+al Process

ali&ation Rules 7o En%orce Con&itional reuire&

ali&ation Rules 7o En%orce Con&itional reuire&