Custom Fields.

In the Previous Page we discussed in brief about Custom Fields and Standard Fields. You have had a rough Idea about the table/object. Now lets take a step further and get familiar with the different types of field/colums that we can create in an object/table..Salesforce Custom Field Types are as below:

• Auto Number.  
• Formula.
• Lookup Relationship.
• Master-Detail Relationship.
• Checkbox.
• Currency.
• Date.Date/Time.
• Email.
• Geolocation.
• Number.
• Percent.
• Phone.
• Picklist.
• Picklist (Multi-Select).
• Text.
• Text Area.
• Text Area (Long).
• Text Area (Rich).  
• Text (Encrypted).
• URL.  

   Now Lets Discuss Each of them one by one.

 

   Auto Number:

When we have this field in the object/table a Unique Number is automatically assigned to the new record/row in the object/table. Suppose you have a requirement in which you have a Product Table and you wish to Provide a unique Identification to each product.. In this case we can use the Auto Number type. We can Provide the Display format as per our wish/requirement. This Link provides further detail on Display Format.    Formula.  A field whose value is calculated with the help of a formula. Suppose we have a requirement in which we have a requirement in which we are to Provide the expiry date of a product and the expiry date of the product is 6 months from the date of manufacture. So what we can do is that we can use the Standard field "Created Date" as the date of Manufacture and then a formula field that calculated the Expiry date as the 180 months after the Manufacture day.        Click on Advanced Formula Click on Insert Field. See the below screen Shot. Add 180 Click on Check Syntax. Click on Next. Make sure you are only checking the System Administrator  Profile  The other Fields will be covered in the next two pages.

Standard and Custom Objects

          The Basic Entity of Salesforce are the sObjects. sObjects comprise of  Standard and Custom Objects. Didn't Understand?? Even I wouldn't have. Standard and Custom Objects are nothing but Tables. So whats the difference between them. As the name Suggests Standard Objects-Objects(Tables)which are Standard/Provided by Salesforce. Now you can feel good because you know what custom objects are. See I knew you would know it. So now I'll just write it- Custom objects are the Objects/tables that we create as per our requirement. 

Important: Whenever you see something like "__c"  appended at the end of a name. It indicates that that entity is custom. 

              Now Imagine a empty table!! Is it of any good?? No, right?? So there you are here is when we require fields. So the Standard Objects have the Standard fields. And the Custom objects have Custom fields. However we can add custom fields to the Standard Objects. This is done to fulfill our requirement. 

               To access the Standard Objects click on our Name->Setup->Customize. Here you will get to see a list of names Like "Opportunity, Case, Account, Contact, Lead, Campaign, Idea.. etc". And When you click the Name of these sObjects You get to See Fields. And upon clicking it you will be able to see the fields to these Object. Now to access the Custom Objects Click your Name>>Setup>>Create>>Objects. Here you will get to see the Custom Objects. And upon clicking the custom object you will see two sections -

1. Standard Fields. These are the Standard Fields created By the System and can not be deleted.
2. Custom Fields & Relationships: These are the Custom Fields created by us. Don't be confused By the term relationship, we'll discuss it in the next page. 

*You might have to create a Custom object iff not created.

Lets create ours:

•  Click On Setup.
• Click on Create.
• Click on Object. 

Click on Save..

Congrats the first Object is created.

Queries are welcomed..

First Step to as a Salesforce Developer

           So the things would get exciting now. I'll first accomplish the Customization part and then gradually move on to the Programming aspect. You have an Idea about the devil now so let’s command and be a master to the beast. First you have to create a developer account on Salesforce. To create a developer account you can visit the Sign Up page. When filling the page try being a little careful while putting the Username and try to avoid using your email address here. An then on validating and creating a password you would get your home screen. There is a lots to study in the customization itself. There are several types of editions that Salesforce provides which can be viewed on Edition Page. These Editions provide various capabilities that would be present in their CRM. We can create various applications on the force.com platform like ones to manage the

•  Contents at different levels. They compromise for file Sharing, Versifying and Content Management System.
• Transactions: Like Banking system, some payment system.
• Processes: Leave management System, or a process that requires approval.
• Data: These types of applications should have an excellent Database and applications like CRM etc can be built.

Salesforce Home Page

A few of the Components

Before we start Implement we need to know what we would be doing so. A small application that we could create would be a student management system. In this System we have a multiple schools under the same name. and each have their very own Principal, teachers. and the evaluation of students is performed and the score is tracked. The teachers can store the educational articles on the web and can be accessed anytime and anywhere. The teachers should not be allowed to create students only the Principal can approve if a student can be a part of school and as to which class he will belong to if approved. So it would be everything that is required to run a school's educational system. The basic unit on which Salesforce applications function is called a sObject or a Object. A sObject is a table that we create to save various data.