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    Salesforce Training Session2

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    satya
    The document discusses key concepts in Salesforce including users, roles, profiles, and standard and custom objects. It provides examples of objects like Accounts, Leads, Opportunities, Schools, Classrooms, and Staff. It also discusses relationships between objects like master-detail and lookup relationships. The goal is to create the objects discussed with the appropriate fields and relationships.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Salesforce Training Session2

    Uploaded by

    satya
    80 views31 pages
    The document discusses key concepts in Salesforce including users, roles, profiles, and standard and custom objects. It provides examples of objects like Accounts, Leads, Opportunities, Schools, Classrooms, and Staff. It also discusses relationships between objects like master-detail and lookup relationships. The goal is to create the objects discussed with the appropriate fields and relationships.

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    saesforce2

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    The document discusses key concepts in Salesforce including users, roles, profiles, and standard and custom objects. It provides examples of objects like Accounts, Leads, Opportunities, Schools, Classrooms, and Staff. It also discusses relationships between objects like master-detail and lookup relationships. The goal is to create the objects discussed with the appropriate fields and relationships.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    80 views31 pages

    Salesforce Training Session2

    Uploaded by

    satya
    The document discusses key concepts in Salesforce including users, roles, profiles, and standard and custom objects. It provides examples of objects like Accounts, Leads, Opportunities, Schools, Classrooms, and Staff. It also discusses relationships between objects like master-detail and lookup relationships. The goal is to create the objects discussed with the appropriate fields and relationships.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 31

    Salesforce

    Nikhil Bhandari

    Session 2

    Users

    Users
    Roles
    Profiles

    Create user with different roles and profiles.

    Objects (Tables in RDMS)


    Standard Objects
    Accounts
    Leads
    Opportunity etc
    Custom Objects
    Depending on the Org need e.g. Classroom,
    Courses, Recruitment

    Fields (Columns in RDMS)

    School
    Name (Text)
    Address (Text
    Area)
    Phone (Phone)
    Total Class
    Rooms (Roll Up
    Summary)

    1 to Many
    (Master
    Detail)
    Classroom
    Name (Text)
    Room
    Number(Number)
    SchoolName(Mas
    ter Rel )

    Staf
    Name (Text)
    Role (Picklist)
    Phone (Phone)

    1. Create the above objects


    2. Create a Master Relationship
    3. Create a Roll Up Summary on School Obj to aggregate the
    number of classrooms

    Case(Already exists)

    1 to Many
    (Look Up)
    Bugs
    Id(Number)
    Description(Text
    Area)
    CaseNo(Look Up
    Rel )

    1. Create the above objects


    2. Create a LookupRelationship

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