- 5 months ago
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CreativityTranscript
00:00Hello everyone, I am Idhi from Adyureka and I welcome you back to Adyureka's YouTube channel.
00:14In today's exciting session, we will explore Salesforce.
00:17Before we get into the details, make sure to subscribe to our YouTube channel
00:21and hit the bell icon to stay updated on latest tech content from Adyureka.
00:25Also remember to check out Adyureka's website for our training and certification courses.
00:29The link is in the description box below.
00:32Now let's outline what we will cover in this video.
00:35First, we will discuss why businesses need Salesforce and the challenges it solves.
00:39Then we will cover a quick introduction to Salesforce followed by its architecture.
00:44Next, we will explore the major Salesforce cloud services including Sales Cloud, Service Cloud and many more.
00:50Finally, we will wrap up with a getting started guide to help you dive into Salesforce platform.
00:56So now let's get started by understanding why do people need Salesforce by a short story.
01:01So a girl named Maria owned a small bakery called Sweet Delights.
01:05At first, managing her business was simple.
01:08She remembered her regular customer orders and tracked inventory on sticky notes.
01:13And she handled bookings through phone calls.
01:15But as demand grew, things got messy.
01:18She missed deadlines because she couldn't track orders properly.
01:22Customer complaints about forgetting special requests.
01:25And when Maria tried to launch an email campaign for holiday promotion, she realized that she had no way to segment her customer list.
01:32Frustrated but determined, Maria turned into Salesforce.
01:37With its tools, she streamlined order management, personalized marketing campaigns and even created a self-service portal for customers to place orders online.
01:47Of a night, Sweet Delight became more efficient, customer satisfaction soared and Maria finally had time to focus on baking what she loved.
01:56So this is how Salesforce is benefit for businesses.
02:00So now let's move forward and understand what Salesforce is at its core level.
02:05Salesforce is a powerful customer relationship management that is CRM platform that helps businesses manage their sales, marketing and customer interaction efficiently.
02:15It operates as a SaaS platform, meaning there is no need for installation, just login and start working.
02:22So with Salesforce, businesses can track sales performance, manage targeted marketing campaigns and enhance customer relationship all in one place.
02:31So to put it simply, it's a complete solution to streamline operation and drive growth.
02:37So now let's move forward and explore the architecture of Salesforce.
02:41Salesforce architecture is built on three key components.
02:45The first one is multi-tenancy, where multiple users share the same infrastructure securely.
02:51The second is metadata-driven architecture, allowing easy customization without changing the core code.
02:57And the third is APIs, enabling smooth integration with other applications.
03:02Now let's understand the multi-tenancy and meta-driven architecture.
03:06In multi-tenant architecture, multiple clients share the same application and database, but their data remains isolated and secure.
03:15This ensures efficient source utilization while allowing each client to customize their experience without affecting others.
03:22Salesforce multi-tenancy provides scalability, cost-effectiveness and seamless update for all the users.
03:29On the other hand, in metadata-driven architecture, the application is built using metadata rather than hard-coded logic.
03:37This means that Salesforce dynamically customizes features based on metadata definitions, allowing flexibility and scalability.
03:44The metadata layer stores configurations, user preferences and business logic, enabling the seamless updates without disrupting the core application.
03:53So that's it about the architecture of Salesforce.
03:57Now let's have a look at some major Salesforce cloud services.
04:00So Salesforce offers a variety of cloud services to meet diverse business needs.
04:06Let's explore the key ones.
04:08So the first one is Sales Cloud.
04:10First, this helps the businesses manage the customer relationships and boost sales.
04:15The next one is Service Cloud.
04:17It enhances the customer support by providing efficient and case management.
04:21The next one is Marketing Cloud.
04:23Moving on, this cloud enables the personalized marketing automation and customer engagement.
04:29The next one is Commerce Cloud.
04:31Similarly, this empowers the businesses to deliver seamless online shopping experience.
04:36Next one we have is Financial Service Cloud and Health Cloud.
04:40These industry-specific solutions cater to banking, insurance and healthcare sector.
04:45The next one we have is Analytics Cloud.
04:48Not to mention, this helps businesses to gain valuable insights from the data.
04:52And the last one we have is Experience Cloud.
04:55This connects the businesses with customers and partners, ensuring a collaborative digital experience.
05:00So with all these services, Salesforce become a one-step solution for businesses aiming for digital transformation.
05:07So now let's take a quick look on the key components of Salesforce.
05:11So the first one we have is Tabs.
05:14So these are the navigation links that help the users quickly access the objects, records and features.
05:20Next one we have is Profile.
05:22They define the user's permission, controlling what they can view, edit or manage.
05:27The next one we have is Objects.
05:29These are individual data entries representing the specific instances like a customer or an author.
05:35The next one is Fields.
05:37Acting as a database table, they store the related information such as accounts or custom data types.
05:43And the last one we have is Records.
05:45Finally, these are the data points with records like name, email or phone.
05:50Now it's time to move on to the hands-on part.
05:52So we will just quickly see what we are going to cover in this hands-on.
05:56First, we will start with understanding the Salesforce CRM platform.
06:01Next, we will move on to creating an app in force.com.
06:04After that, we will move on to creating objects and adding fields.
06:08Next, we will understand the relationship in Salesforce.
06:11And after understanding the relationship in Salesforce, we will move on to the validation in Salesforce.
06:16And we will wrap up this tutorial by understanding the formula fields in Salesforce.
06:21So now the next step is to move on to the Salesforce CRM platform and have a look at the platform how it works.
06:28So to get started with Salesforce, just search Salesforce sign up on your browser.
06:33And then move on to the Salesforce developer edition.
06:36Here you will see this interface.
06:38You just have to register yourself.
06:40And then just click on I agree to the agreements.
06:43Then sign up at this page.
06:45You will get an email and from there you can reset your password.
06:48And you can log into the Salesforce developer edition.
06:52So there are many platforms of Salesforce.
06:55But the developer one is the default one.
06:58So after logging into your Salesforce, you will see such interface.
07:02And you will just click here.
07:03And we will just switch to Salesforce classic.
07:07So this is the platform where we are going to perform our activities.
07:11And this is the Salesforce classic platform.
07:14We have everything here, sales services, cloud and everything.
07:18So this is the platform and this is the developer edition.
07:21So here we are going to perform all the activities that I have mentioned earlier.
07:27So right here you can see the options such as setup or you can see this bar here.
07:32We can add the objects and all.
07:34We can search anything from this search bar.
07:36This is the platform.
07:37This is the overview of the platform.
07:39So what we are going to do is we are going to add one app.
07:44So there are many apps here.
07:46These are the standard apps which are mentioned in Salesforce.
07:50What we are going to do is we are going to make our custom app.
07:54So for that what we are going to do is we are going to click on setup.
07:58And so here we can see the sidebar after clicking on setup.
08:04So what we are going to do is we will just click on create.
08:08And here we will just create on apps.
08:11So this is how we create the custom app.
08:15So here are all the standard apps of Salesforce.
08:19You will just get the option to edit.
08:21You can't delete these apps because they are the standard apps of Salesforce.
08:26So we will just create one custom app.
08:28For that we will just click on new.
08:30And after that we will just click on next.
08:33By default we are going to create a custom app.
08:36Click on next.
08:37So here we are going to add the label of the app.
08:41So the label that I am going to give to my first app is my first app.
08:47So this is the unique name of the application and I will just leave the description as it is.
08:56Just click on next.
08:57If you want to insert an image for your application you can insert an image.
09:02So if you insert an image you will see here the image whenever you are going to open that application you will get the image of that application right here.
09:09So for now I will just click on next.
09:11And so these are the available tabs that we can add to our new app.
09:17So I want to add my lead tab into my new app.
09:21So I will just click on leads and I will just add it.
09:24That's it.
09:25So here we can see the default landing tab.
09:27That means whenever you are going to open this application the app we are creating you will by default land to the homepage.
09:34So that's it.
09:35Let us add some more tabs here.
09:39Let's say I want to add contacts.
09:41I will just add contacts.
09:43Next let's say I want to add some documents.
09:47I will just add documents.
09:49And I want to add some opportunities.
09:52So we will just search for opportunities.
09:55Here is it.
09:56And we will just add.
09:58That's it.
09:59We can adjust these according to the priority.
10:01Let's say I want to move this up.
10:03It is up now.
10:04Let's say I want to move this document up and more up.
10:08And that's it.
10:09This is how you can adjust the tabs.
10:11So after this we are just going to click on next.
10:14Now you will see this interface.
10:18That means to whom you want to make this application visible.
10:22So we will just click on visible to all.
10:24So by this all the different users everyone will be able to see my application.
10:29So that's it.
10:30After that we are just going to click on save.
10:34So now after saving the application we can see my first application is in the same list again.
10:42So here we can see the edit and delete option.
10:45That means all these applications are the standard application of Salesforce.
10:48But the application that we have added is a custom application that we can delete or edit.
10:54But the standard applications cannot be deleted.
10:57So that's it.
10:58This is my first application.
11:00So now if I click on my application from this drop down I can just directly go to my application.
11:07So here we can see this is my application.
11:10We have added these tabs in this application and it is created by me and that's it.
11:17So this is my first application.
11:19This is how you create your application in Salesforce.
11:22So this is the application that we have made.
11:25So we will just go to this drop down and we will just click on my first application and this is how you can visit your application that you have created.
11:35So here is the application and we have added these tabs that was leads, document contacts and opportunities.
11:42So they are mentioned here.
11:43You can see this is my application and you can just change it to whatever you want, which application you create.
11:49You can just go to the drop down and you can just visit your application.
11:52So this is the application that we have created for now.
11:56What you can do is you can create any number of application and those applications will be visible here.
12:01And then the next step is to add these tabs and objects.
12:05You can create any number of objects, records and fields.
12:08And you can give the visibility to any number of applications like there was the step where we tick mark on the visibility.
12:16So by that you can control who can see your leads, documents and everything you have added in the tab.
12:21So this is how you create your first application.
12:24And now that we have created our first application, the next step is to move on to the creating objects and adding the fields to it.
12:31So this is the most important part of the salesforce tutorial.
12:35This is the most lengthiest part.
12:37Here we will learn how to create objects, adding fields and then we can add the records and manage the records in everything.
12:43So now let's get started by creating the object.
12:47So we will create object and then we will create a new tab.
12:51So we can add the object here.
12:53And after creating the object, we will create the fields for those objects.
12:57And then after that, we are going to add the records to the object.
13:01So for creating the object, we will just again go to the setup.
13:05And after clicking on setup, just go to create.
13:10After going to create, you can see the option here that is of objects.
13:14Just click on object and then, and then after that click on new custom object.
13:20So after clicking on new custom object, we will just see the interface like this.
13:25So what we are going to do?
13:26We are going to add the label, the plural label.
13:29And after that, we are going to add the object name and we are going to look what is mentioned.
13:35According to that, we are going to do.
13:37So first is entering the label of the object.
13:40So this is my first custom object.
13:43So what I am going to do is I am going to give it a name as my leads.
13:48That's it.
13:49We are going to give it my leads, let's say.
13:54So we will just mention the plural label as my leads again.
13:59And that's it.
14:00The object name is based on the label of the object.
14:05We will just skip the description.
14:07And so after that, we will just go to record name and data type.
14:12So we cannot create an object without any field.
14:15We need to enter one field inside the object.
14:18So this is the by default field in my object.
14:21So I can just change it or I can just keep it as the serial number.
14:26Let's say.
14:27So according to the serial number, I can change the data type.
14:31So again, if the record name is in number, we will just click on auto number.
14:35So right here, we are getting again two more options display format.
14:39So in display format, we are just going to mention the format that we are going to follow.
14:44So let's say I want my format to look like something like this that is lead and 0.
14:51So this will be the format of my lead and the starting number I want to be 1.
14:57So that's it.
14:58This is how I want to mention the serial number in my fields.
15:01And that's it.
15:02We will just go down and save it.
15:05So right here, we can see there is an error message here.
15:11So what we have done is we have not included the curly brackets.
15:16So we will just change those brackets.
15:20So that's it.
15:21Now what we are going to do is we are going to save it.
15:24So after saving that here, we can see my object is created and the default field is also created.
15:31The serial number default field is also being created and that's it.
15:37So here you can see the default field is also created and my object is also created.
15:42So what we are going to do now is we are going to create one tab.
15:46So we can add this my lead here to the tab.
15:49Now what we are going to do is we are going to add this object my lead to this list.
15:55And to add this my leads to the list, what we are going to do is we'll just click on setup.
16:00Then we will just go to create again and we will just see the option of tabs here.
16:06We will just click on tabs.
16:08So now after clicking on create a tab for object, what we are going to do is we are going to
16:13create a custom object tab.
16:14We are just going to click on new tab and we are going to choose the object.
16:19The my leads, the tab style we are going to choose the color.
16:23Let's say I want this color to appear, my leads, let's say this.
16:32So that's it.
16:33Now we are just going to ignore this description.
16:35We are going to just click on next.
16:36And after that, what we are going to do is we are going to keep it as it is.
16:42The default mode is on and then just quickly come down and click on next.
16:49That's it.
16:50The last step is to just save this.
16:54And after saving this, what we are going to see is we are going to see this new tab
16:59has been created.
17:00My leads has been added to the list.
17:02So this is how you create new tab and add the object to the list.
17:07Now that we have created the tab and the object, we will just click on my leads.
17:11So right here we can see we have just one field.
17:14That is the default field.
17:16That is the serial number.
17:17Apart from that, we don't have any field in our object.
17:20So we cannot enter any records in our object.
17:23So to enter any type of records in our object, what we have to do is we have to create some
17:28more fields like for email id, for phone number, for the lead name and the last name.
17:33How much ever fields we can create.
17:35We have to create fields and after that we can add the records in our objects.
17:40So now again to create fields in our object, what we are going to do is we are going to
17:45click on setup over here.
17:46And after clicking on setup, we will just go down to create and we will go to objects.
17:53So after clicking on objects, we have this custom object that we have created.
17:58We will just go on the object.
18:00And here if we will scroll down, we will see this custom fields and relationships.
18:05So to create a custom field, we will just click on new.
18:08So after clicking on new, we will just select the data type.
18:11So here are so many data types like auto number, formula, lookup relationship.
18:17So master detail relationship.
18:19We have email id, number, person, phone number, pick list.
18:22So for example, if you are selecting email id, so it will have the data type as email id and
18:27that column will able to accept the email id.
18:30So if we are selecting numbers, then the records that we are going to mention in that field
18:35will be numeric.
18:36And again for the phone number we have, again for the text area we have, again for the text
18:41we have.
18:42So here we have pick list.
18:43So pick list is just basically to give the drop down effect and you can just click any
18:48item from the drop down.
18:50So we have the multiple select pick list.
18:52So again, we are going to understand this via an example.
18:55But right here, just you need to understand what is pick list and multi select pick list.
19:01So in pick list, you can just directly select one option from the drop down.
19:05While in the multi select, you can select the multiple options from the drop down.
19:09So these all are basically the data type of the field.
19:13So what we are going to do is we are going to select one data type for this.
19:18So let's say first data type that we are going to choose is text.
19:23So first of all, we are going to choose it as a text because the first thing that we
19:28are going to add is the lead name.
19:31So we will just click on next after selecting.
19:34And here is the field name that we are going to enter.
19:37So field name, we will say just lead name.
19:41Now after that, we will just enter the length.
19:47Let's say it should be 30 character.
19:50We will just ignore the description.
19:53After that, we will just keep it as required.
19:56So if we check on the required, so that means this field will be mandatory to enter.
20:02So you cannot just skip this field.
20:04You have to enter a name in the field.
20:07So after that, we have this option of unique.
20:10So we are not going to click on unique because you all know the meaning of unique.
20:14So if we are going to click on unique, so that means you cannot add a duplicate name or duplicate
20:19value in that field.
20:20But we cannot select, but we cannot select a unique in the lead name because we know that
20:26multiple people have same name.
20:28So yeah, we should just not click on this unique.
20:32And after that, what we are going to do is we are going to click on next.
20:39So again, we are just going to click on next here.
20:42So after this, what is it?
20:45We will just click on save.
20:47So after saving, if I go back to the leads object, I have this one field that is lead name.
20:57So I have added this lead name field in my object here.
21:01What we can do is we can add any lead name into our object.
21:06So only having one lead name in our object is just not enough.
21:10So what we are going to do is we are just going to go on set up again.
21:14And again, we are going to add some more fields.
21:17So let's say we will just repeat this step again.
21:20We will just go to create and we will just click on object and objects will go to my leads.
21:27And again, what we are going to do is we are going to add one new field.
21:32So you can add any field you want.
21:36So again, I have to click on the data type.
21:39So let's just click on the phone because I just want to add the phone number.
21:44So we will just click on next.
21:47And after that, what we are going to do is we are going to give it a name as phone number.
21:53The field name will get auto generated description.
21:56We are going to skip.
21:57So this is the required field.
21:59And so I just don't want to make this field as a required field.
22:04So I will just click on next.
22:06So after clicking on next, what we are going to do is we are going to repeat this all of
22:11again.
22:12We are just going to click on next and that's it.
22:17We are just going to save it.
22:19So after saving this, this new field has been created.
22:23We will again just go to my leads and what we will see is we will see another field.
22:29So just click here.
22:30We are just able to see this another field that says phone number.
22:34So let's just add one more field.
22:37So what we are going to do is we will just click here.
22:40We will just click on new field.
22:42So after clicking on new field, we will just add one more field or let's say two more fields.
22:50So after getting this data types, we will just click on email.
22:54Let's say we want to create a field for email.
22:57Again, we will just click on next.
22:59And here we will say email description and everything we are just going to ignore.
23:04And we are just going to click on next.
23:09And after clicking on next, again we have to repeat all these steps again.
23:13So here again, we can just make it default.
23:17So we will just click on next again.
23:20And after that, we will just click on save.
23:22And the new field will be created.
23:25We will just click on save and that's it.
23:28The new field of email has been created.
23:31Let's have a look.
23:32So here we can see that email field has been created.
23:36So after that, let us create one more field.
23:39And after that, we are going to start adding the records.
23:44So let's say the next field that we are going to create is drop down.
23:50So this time the field that I want to create is drop down.
23:55So what we will do?
23:56We will just click here.
23:57We will just go to new field again.
24:00And here we will just click on pick list.
24:03So as I have explained to you earlier, that pick list is used for drop down.
24:08You can select any one option from the drop down.
24:11We will just click on next.
24:13And after clicking on next, what we are going to do is we are going to give it a label.
24:18So let's say we will just give a label as state.
24:21And what we are going to do is use global pick list.
24:27No, we will just manually enter the values.
24:30So in this, what we are going to add is, so I will just add the 28 states of India into
24:36this field.
24:37So here I am just going to mention all these states.
24:41So what we are going to do is we are going to uncheck this box.
24:47And the field name will be state.
24:49And that is it.
24:50We will ignore the description and all.
24:52After that, we will just click on required.
24:55And we will just click on next.
24:57So after clicking on next, what we are going to do is we are going to again click on next.
25:02And then save this field.
25:04So that's it.
25:06So now what we are going to do is we are going to have a look at my leads.
25:10And we will just refresh this.
25:12And now you can see we have this drop down of states of India.
25:19So that's it.
25:21Now what we are going to do is we are going to make one more drop down for the cities.
25:27So what we are going to do is we are going to add one more field here.
25:32Let's say field.
25:34And then we will just click on new field here.
25:40So that's it.
25:42And here we are again going to click on pick list.
25:47And next.
25:48So again, we will just write here city.
25:52That's it.
25:53So what we are going to do is we are going to again mention some of the cities of India.
25:59And again, I am going to copy paste all the cities.
26:03So here I have added few of the cities of the state that I have mentioned in my state field.
26:08So after that, we are just going to click on next here.
26:11And after clicking on next, again, we are going to click on next here.
26:16And after that, we are just going to save this field.
26:19So after saving this field, what we will see is we will go to our leads and we will just refresh this.
26:26We will see these city names here.
26:29So now let's try and add one record.
26:34So what we will do is we will just enter the lead name.
26:38Let's say it's Nidhi Jha.
26:41And we will just enter any random number here.
26:44We will just enter any email ID here.
26:48Let's say Nidhi at the rate at Eureka dot go.
26:53So here there is one thing to notice.
26:55We will just select the state Karnataka.
26:57And after that, we will just select the city as Noida.
27:01But this is not possible, right?
27:03We cannot select the state as Karnataka and then select the city as Noida.
27:07But this is taking it as an input.
27:10But this is wrong here.
27:12So what we are going to do is we are going to create one restriction where if the state is Karnataka,
27:17then we will have only two options that is Mysore and Bangalore.
27:21And if the state is Gujarat, then we should only get two options that is Ahmedabad and Suraj.
27:27So we have to create this restriction on our object.
27:30So now for creating that restriction, what we are going to do is we are going to visit the view fields.
27:36And inside the view fields, we are going to see this field dependencies.
27:40So we are going to create one new dependency.
27:43We will just click on New.
27:44And right here, what we are going to do is right here, we are just going to select the controlling field.
27:51So let us say the controlling field will be state and the dependent field will be city.
27:57After that, we will just going to click on Next.
27:59So after selecting the controlling field and dependent field, so we are going to select the options that we want in a particular state.
28:07So the first option is Karnataka, so we are going to select Bangalore and Mysore.
28:13So we have selected these two options.
28:15Then for Gujarat, we are going to select Ahmedabad and Suraj.
28:19And for Uttar Pradesh, we are going to select Lucknow and Noida.
28:23We will just select here Bangalore and Mysore.
28:27And we will include it.
28:29And after that in Gujarat, we are going to select Ahmedabad and Suraj.
28:33And we will include these values here Lucknow and Noida.
28:37And then in Maharashtra, we are going to select Mumbai and Pune.
28:42And then in Tamil Nadu, we are going to select Chennai and Coimbatore.
28:46So that is it.
28:47These values are included in the particular state.
28:50We are just going to select on Save.
28:52So this has been updated.
28:54Now what we are going to do is we are going to check if that dependency has been applied or not.
29:01So after just refreshing the My Leads page, we can see that the city has been disabled.
29:06That means when we are going to click on State, after that the city will be enabled.
29:11So now we have clicked on Karnataka.
29:13And the options that we are getting is Bangalore and Mysore.
29:16And let's say for Uttar Pradesh, we are getting two options that are Lucknow and Noida.
29:21So that's it.
29:22This is how you make a controlling and dependent field.
29:25This is how you add the field dependencies.
29:27So now we are moving forward.
29:30Now we are going to add some records into our object.
29:33So now we are going to start to add the records in our object.
29:36So first record we are going to add is Nadiq Shah.
29:39And the number that I am going to add is let's say this.
29:43And the email id, let's say Nadiq add rate at Eureka dot go.
29:48And after this we are going to select on Karnataka and Bangalore.
29:52So we will just save this record.
29:54And now we have this new record into our field.
29:58And let's say we are going to add one more object.
30:02So we will just add some name here.
30:05Let's say Nancy and the number will be anything.
30:11Again, we will just do it as Nancy at the rate gmail dot com.
30:18We will select the state as Kachrat and Ahamdabar.
30:22So we will just save this new record.
30:25So after saving this record we are going to move on to our leads.
30:30And we will see how these records has been added to our object.
30:34So this record has been saved.
30:36Now let's move on to our leads.
30:38And here we can see the lead 1 and the lead 2.
30:43So these lead 1 and the lead 2 has been automatically generated.
30:48Because we have added one field here which was the default field which was the serial number.
30:54So lead 1, lead 2, lead 3, lead 4.
30:57So this will be automatically every time generated with the field serial number that we have added.
31:02So the data type that we have added in our serial number was auto number I guess.
31:07So because of that these numbers are automatically getting generated.
31:10So we are getting this lead 1 and lead 2.
31:13But we cannot remember what was lead 1 and what was lead 2.
31:16So for now I have just added two details right here.
31:19One for Nidhi and one for Nancy.
31:20So there are only two details.
31:22So that's why I have this in my mind that I have entered one for Nidhi and one for Nancy.
31:28But what if we have multiple leads then we cannot just add this as lead 1, lead 2, lead 3, lead 4, lead 5.
31:35So by this we will just get confused and everything.
31:38So for that what we are going to do is we are going to create a new view for our object.
31:44So we are just going to click on create new view.
31:47And after creating new view here are my available fields and we are just going to click on let's say I want to add the lead name first.
31:57After adding the lead name I want to add the lead number, the state and email id and city.
32:03So these are the fields that we have created.
32:07We will just add it and we will just control it via this.
32:11We will just select the lead name and we will move it to the after the serial number.
32:16After serial number we have lead name.
32:18After that I want is phone number.
32:21So after phone number I want the email address.
32:26After email address I want the state and the city.
32:29So this is how I want to make my view.
32:33So I will just do it to visible to all users and I will just save this.
32:38Ok.
32:39So I have to give the view name and the view unique name.
32:44So for this view name I am just going to write as all and that's it.
32:50Now I will just save this.
32:53After clicking on save we have this view here.
32:57So here we can see the serial number lead 1 lead 2.
33:00After that we have the lead name and phone number, email id, state and the city.
33:05So this is our new view.
33:07And what we are going to do next is we are going to add some more records to it.
33:13So first of all we will just click on any of the lead.
33:17And here we can see the all details of our lead.
33:19So let's say we are just going to click on lead 1.
33:23Then we have this details.
33:25Then we are going to click on lead 2.
33:27We have this detail.
33:28So, so we can add many more fields to our leads.
33:31Let's say we want to note what was the previous conversation with this lead.
33:36What is the situation going on with this lead and me.
33:39So I can just create a text box area, a text area field and I can just write those things here.
33:45And we can add any amount of fields to our objects.
33:49So that's it for this lead.
33:52And now what we are going to do is we are going to move on to the next part of our salesforce tutorial.
33:58And that is relationship in salesforce.
34:00So there are basically two types of relationship in salesforce.
34:03That is a lookup relationship and a master detailed relationship.
34:07So for that purpose, what we are going to do is first of all, we are going to create one more object.
34:12And then we will study about the relationship in salesforce.
34:16So to create one more object, we will just click here.
34:19We will just go on new object.
34:22And here we are going to add the label of our new object that is job.
34:27The plural will be jobs.
34:30And that's it.
34:31What we are going to do is.
34:33So here we can see the record name is jobs and the data type is text because whatever we are going to mention in the jobs object will be of course in the text format.
34:43So that's it.
34:44And we are just going to click on the save button here.
34:48So after saving this, we have created one object that is jobs.
34:53And what we are going to do is we are going to add this job object into our list.
34:57So for that we are going to click on.
34:59So for that we are going to click on the tabs inside the create option.
35:04So we will just click on new custom tab.
35:07Here we are going to select on jobs.
35:09And for the tab style, let's say we are going to select this.
35:13That's it.
35:15We are just going to select next here.
35:18And again, we are going to select on next and then we are going to save it.
35:25So this tab has been created.
35:27We can see here jobs has been created and jobs has been added to the list.
35:32So now let's move on to the next part that is relationship in Salesforce.
35:36So as I have mentioned before, there are two types of relationship in Salesforce that are
35:42master detail relationship and lookup relationship.
35:45So let's just quickly verbally understand what is master detail relationship.
35:49So master detail relationship is when suppose you have two objects.
35:54One is parent object and one is child object.
35:57So whenever you are deleting the parent object, the child object also gets deleted.
36:02So basically that is master detail relationship.
36:05On the other hand, we have the lookup relationship in which we have the parent object and the child object.
36:12So when the parent object gets deleted, there is no effect on the child object.
36:17The child object will be present there only.
36:20It won't get affected even if we delete the parent object.
36:24So these are the two relationships in Salesforce.
36:27The master detail relationship and the lookup relationship.
36:30So now what we are going to do is we are going to create relationship between my leads and jobs.
36:35Suppose I want every person in my leads to have a from my jobs object.
36:40So I want to assign one job to every person in my lead.
36:43So for that, first of all, we are going to add some jobs here.
36:47So there are no jobs added to this object here.
36:50So we will just start adding.
36:52So first of all, I have added the sportsman.
36:55Then again, we will just clone another job.
36:58So the second, let's say we are going to add writer.
37:01We will just save and clone another job.
37:04Let's say the third one is Hector.
37:07We will just save and clone another job.
37:11So the next thing is software developer.
37:16We will just save.
37:18Let's add one more job.
37:20Let's say web developer.
37:22We will just save it.
37:24And the last job, let's say will be entrepreneur.
37:27So we will just save these.
37:30So now let's see the jobs object.
37:32We have all these jobs mentioned in our jobs object.
37:36So we have all these jobs in our jobs object.
37:39Now what we are going to do is we are going to create one relationship between my leads
37:43and the.
37:44So there is one more thing to remember here that.
37:47So every time the relationship is decided at the child's end.
37:51So here my leads is the child and the jobs is the parent object.
37:55So this is because we want to assign the jobs to the my lead.
38:00So that makes my leads a child object and jobs a parent object.
38:04So what we are going to do is we are going to visit my leads.
38:07And so here after going on my leads, what we are going to do is we are going to create
38:13one field here.
38:14And while creating that field, what we are going to do is we are going to mention a relationship
38:19there, which is lookup.
38:20When we were studying the data types, then we saw there a lookup or a master detail relationship.
38:25So that we are going to add to this new field.
38:28So we are just going to click on new field here.
38:31And after that, we are just going to click on lookup relationship this part.
38:40So yeah.
38:41So now we are just going to create one new field in my leads.
38:44And then while creating that field, we are just going to assign a lookup relationship
38:48to that field.
38:49So for that, what we are going to do is we are going to go to the objects.
38:54So let's go on the setup and just click on objects here.
39:01So these are all the objects.
39:04So we are just going to go to my leads.
39:06And inside the my leads, what we are going to do is we are going to create a field here.
39:10We will just click on new and here we are just going to click on lookup relationship.
39:16So I have explained already that what is lookup relationship and what is master detail relationship.
39:23Click on next after choosing.
39:26So now we have to choose what is it related to.
39:31So I will just select the job option here.
39:33Then I will just click on next.
39:35So after that, we have this field label as job.
39:38And the field name is job, we are just going to ignore the description.
39:43And the child relationship name is my leads.
39:47And after that, we are not going to check box this required.
39:52And after that, we are just going to click on next.
39:57So we are just going to click on next here.
40:00And then of course, we are going to click on next.
40:03And then we are going to click on save.
40:07So this relationship has been created here.
40:11So we are going to go to my leads.
40:14And then we are just going to assign one new lead.
40:18Let's say we'll just add Vani and the number we are going to add is some random number.
40:29After that, email we are going to add is Vani at the rate edureka dot co let's say.
40:36And after that, we are going to select Karnataka as a state and Bangalore.
40:41And now we can see that we are getting an option here that is of jobs.
40:44So what we are going to do is we are going to select a job here.
40:48Let's say as a actor.
40:50So we have selected the job here as actor and then we will save.
40:55Now, this is our lead three.
40:57Let's clone one more lead.
40:59Now, let's say we will just add a name as Ashutosh.
41:03And again, we are going to add some random number here.
41:09Let's say this is the number and the email address, let's say Ashutosh at the rate gmail dot com.
41:19The state we are going to select is Uttar Pradesh and inside it we are going to select Noida.
41:25So again, we are going to select the job here.
41:29So inside the job section, let's say we are going to select the web developer.
41:33Now save.
41:34Again, we will clone one more lead here.
41:37Let's say we will create as Eva.
41:42Now the number will be any random number.
41:48And here inside the email again we will mention.
41:53And inside the state we are going to mention as Tamil Nadu and Chennai.
42:00Inside this job we are going to enter any job like we will enter actor.
42:07So that's it.
42:08We are going to save this.
42:10And now we will just go to my leads.
42:13And here we can see we have five leads here.
42:18And we don't have a job section here because of course that is our new field and we have not added it to our view.
42:29So let's say we will just edit the view.
42:33We will just go here.
42:34We will add the job here.
42:36And that's it.
42:37Save it.
42:38Save it.
42:39So the jobs has been mentioned for these three leads.
42:42That is lead five, four and three.
42:45So we can see the jobs here.
42:47So this is the relationship between the.
42:49Now what we are going to do is we are going to delete one job.
42:53And we will see will it affect our needs or not.
42:57So we will just go inside the job and we will click on the sportsman.
43:02We will just delete this.
43:07So this sportsman has been deleted.
43:11So there is one problem.
43:12We have not added sportsman as a job for any of the lead in our object.
43:18We will just delete one more job from here.
43:20So we know that we have added the actor for Eva.
43:23So we will just go to actor and we will just delete this.
43:28So this job role has been deleted.
43:30Now we will just go to my leads.
43:32So right here we can see even though I have deleted the job from here, but still the linked
43:38object which was Eva, this has not been deleted.
43:41So this is what a lookup relationship is.
43:43Even if I have deleted the parent object here, which was the actor, I guess here.
43:50So even if I have deleted the parent object, the child object has not been deleted.
43:55The child object which is my leads, lead 5 is still here.
43:59So that is basically lookup relationship.
44:02So now if it was a master detail relationship, in that case, if I would have deleted the job
44:08from here, then the lead would have also been deleted because of the master detail relationship.
44:13So in the master detail relationship, if I will delete the parent object, then child object
44:19will get deleted.
44:20And in lookup relationship, if I will delete the parent object, the child object will still
44:25be seen.
44:26So that's all about the relationship in Salesforce.
44:29So we have covered the relationship in Salesforce.
44:32Now it's time to move on to the next practical, which is validation in Salesforce.
44:38So first of all, let us understand what is validation.
44:42So here we can see the phone number.
44:44So, but we know that the phone number should not contain more or less than 10 digit.
44:47But here we can see this is the input of the phone number of Ashutosh.
44:51This is the input of Eva.
44:53This is of Nadejha.
44:54So basically in the valid case, this phone number should be not considered as input.
45:00So now what we are going to do is we are going to apply this validation on phone number that
45:06if the phone number is more than 10 digits or less than 10 digit.
45:11In that case, it should be an invalid input.
45:14So now let's move on and apply this validation rule on the phone number.
45:19So now to apply a validation rule, what we are going to do is we are going to click here.
45:24And here we have this option view validation rule.
45:27So we can just click on new validation rule and we will just write here the rule name.
45:34Let's say phone number validation.
45:37We will just skip this and I will just mark it as active.
45:44We will just ignore the description.
45:46Now here comes the part where we have to add the field where we have to apply the validation
45:53and we can insert the fields here.
45:56So we have these fields and after that we have this operator.
46:00We have these multiple operators of subtract, multiply, divide and everything.
46:04We have not equal to less than, greater than.
46:06So whichever validation rule we are going to apply.
46:10So there will be a need of operator in that validation rule.
46:13We can choose that operator from here.
46:15So here we have this multiple function is null, is new and max and everything.
46:21We have these operators or operator null value.
46:25We have sort, substitute and we have every kind of functions mentioned here.
46:29So we can insert the function.
46:30We can insert the field.
46:31We can insert the operator.
46:33And with the mix of these things, we can create one validation rule that we will apply to the field.
46:39So now what we are going to do is we are going to insert one field here that will be the phone number.
46:46So we will just insert.
46:48So here inside the function section, let's say I have clicked on any function here.
46:53I have clicked on if.
46:54So here you have the explanation of this function.
46:57So any function, if you are going to click, let's say we have the date and value, date time value.
47:02Then you have this explanation here.
47:05So again we have multiple function here.
47:09If we will select sky as function, we have the explanation of sky here.
47:14So that's it for the function.
47:16Now let us create one validation rule for our phone number.
47:20So now we have to count the numbers of the phone number.
47:24So in that case, we need length.
47:27So we have to count the length of the phone number.
47:34So we will just go to the function which is length.
47:39So this is the function that we are going to use inside the validation rule that we are going to create.
47:46So first of all, we have added the function here.
47:50And inside the text, what we are going to do is we are going to mention the length of the text that we need.
47:55But in this case, we have to enter the field because we have to check the validation on the field which is phone number.
48:03So we will just insert this field here.
48:05And after that, what we are going to do is we are going to enter the rule here.
48:11Let us say we are going to add one operator here.
48:16So we have this operator not equal to.
48:18So we are going to enter this not equal to which is 10.
48:23So here what it means is if the phone number is not equal to 10, then it will be considered as invalid input.
48:30So that's it.
48:32And by clicking on check syntax, we will just check the syntax.
48:36And here we can see no errors found.
48:39So this is the correct syntax for our phone number validation.
48:43Now what we are going to do is we are going to save this.
48:47So before saving, we just have to write the error message.
48:53So what we are going to do is we are going to type this error message as invalid input.
49:02And we will just select here field and the field will be phone number.
49:08That's it.
49:09We are just going to save this.
49:11So now new validation rule has been created.
49:14Now what we are going to do is we are going to go to my leads and inside this we are going
49:20to add one more lead.
49:23So let's just add one more lead here.
49:26So the lead name I will just enter as let's say Anupam the phone number.
49:34We will just add this and email address as anupam at the rate gmail.com.
49:45State we are just going to select Uttar Pradesh and Noida.
49:48Job we are going to select as web developer.
49:52That's it.
49:53We are just going to save this.
49:54Now we are getting this message as invalid input.
49:58So let's just change this.
50:00We will just add one number here 9, 8, 7, 6.
50:05That's it.
50:06These are the 10 numbers that we have added.
50:08Now we are just going to save it and it has taken the input because these are 10 numbers.
50:15So this is done.
50:18We have created one validation rule.
50:20Now let's just clone one more lead.
50:24We will just add Shalini as a name.
50:28We are just going to add one more number and we will just change this and we will just change this too.
50:38And let's say we will just keep the job as it is.
50:42We will just save.
50:43Again, we are getting it as invalid input because these are not 10 numbers.
50:49Again, we are just going to add these numbers.
50:53So we are just going to click on save and then new lead has been added.
50:57So we will just go to my leads again.
50:59So here we can see these are my new leads and the validation rule has been applied to it.
51:06And so that's it for the validation in Salesforce.
51:10Now we have to move forward and talk about formula fields in Salesforce.
51:14So the last practical that we are going to do is formula fields in Salesforce.
51:19So first of all, let me give you an overview of what is formula fields and what we can do via formula fields.
51:26So suppose we have one lead.
51:28Okay, we have one lead.
51:29Let's say that is Shalini and Shalini is earning from two jobs.
51:34Shalini is earning from being a web developer and a software developer as well.
51:38So let's say she has two jobs and now she has two incomes.
51:42So what I want to do in my portal is I want to mention the salary of one job and then I want to mention the salary of second job.
51:49And what I want my object to do is to calculate the total salary of Shalini.
51:55So what I am going to do is for that I am going to create three fields.
52:00The salary one, the salary two and the total salary.
52:04So the total salary will get calculated through the formula fields.
52:07We are going to apply a formula to calculate the primary salary and the secondary salary.
52:12And the total salary will get updated in the field.
52:15So now let's create two fields for the primary salary and the secondary salary.
52:21So for that what we are going to do is we are going to first of all create one field.
52:26So for that I am just going to go to setup and from there I will just go to objects and create objects.
52:36So here I have my leads object inside this what I am going to do is I am going to mention the field inside the custom fields and relationship.
52:46I will just add one more field that will be number and we will just select next.
52:54Next let's say the field name will be primary income.
53:01So this is the field name and the length will be by default 18 character.
53:05It cannot go above the 18 character.
53:08Number of decimals I have kept at 0.
53:10By default it is 0 only.
53:11I don't want any number of decimals.
53:13So again we will just ignore the description and after that we will click on next.
53:22And after that we are just going to click on next and after that we are just going to save it.
53:34So this is the primary field.
53:36Now we will just create one more field that will again be a number and we will just click on next.
53:43After that one more field secondary income and after that we will just follow that path.
53:53We will just ignore the description.
53:55The length is 18.
53:57The decibel is 0 and click on next.
54:01So after that again by default we will just click on next and then again save.
54:08So now these two fields has been created the primary income and the secondary income.
54:15Now I will mention the primary income, the first income in the primary income, the second income in the secondary income.
54:22And after that what we are going to do is we are going to go to our leads.
54:29So we will just go to lead one here.
54:33And there are this primary income and secondary income.
54:36We have to create one more field for the total income part.
54:40So we are just going to my objects again.
54:44Here it is I guess.
54:46Yeah.
54:47There is my object.
54:48Again we are just going to create one more field here.
54:52So inside this field again we are going to choose as number.
54:59By mistake we have selected the number here.
55:04We just have to select the formula.
55:06So we will just create one formula and we will mention the formula here.
55:10And after that the total income will get calculated by the primary income and the secondary income.
55:16So just click on next and the field label will be total income.
55:23That's it.
55:24Now I have to choose the return type of the formula that will be number of course.
55:29The decimal places I will just select to zero and that's it.
55:35We will just click on next.
55:37Now I have to mention the formula inside the total income is equal to.
55:43So we have to create one formula.
55:46So we have already seen in the validation field we got the option of function.
55:51So right here what we are going to do is we are going to create one formula.
55:56Again we have the option of insert operator and all.
55:59So we are just going to create the formula for the primary and the secondary income.
56:05So select the field which is primary income.
56:12Insert operator that is AND.
56:15Then again insert secondary income.
56:18Now we will just put them into brackets.
56:21Now let us check the syntax and it says no syntax error.
56:26So the syntax is correct and now we are just going to ignore the description.
56:30We are just going to click on next.
56:33And I am going to click on save.
56:43So that's it.
56:44Now the new field has been created.
56:46So let's test it.
56:48So now if I go back to my leads object.
56:53So we will just create one new lead maybe.
56:56So let's say we are going to create as Vinit here.
57:02Phone number.
57:04That's it.
57:05Email address we are going to give Vinit at the rate.
57:09Gmail dot com.
57:12And state we are going to select as Uttar Pradesh.
57:16And Noida job we are going to keep it as maybe let's say we have deleted some jobs.
57:24Let's say writer.
57:26Primary income.
57:29This much.
57:30And secondary income let's say.
57:35So after saving the primary income and the secondary income when I have clicked on save.
57:40I got this total income.
57:42So this total income has been calculated by primary income and secondary income.
57:47So that's it.
57:48And this is the new lead that has been added.
57:51Now I will just go to my leads.
57:53And these are my leads.
57:54Let's just click on lead one.
57:57I will just add primary income as let's say 90,000 here.
58:05And the secondary income as 80,000.
58:10So that's it.
58:12We will just save it.
58:14And so we are editing the previous record.
58:18So that's why we are getting these errors.
58:20We have this invalid input.
58:22As we know we have applied one validation rule to the phone number.
58:27So we are just going to add this phone number which has 10 characters.
58:33And that's it.
58:34After that we are going to save it.
58:36And now the total income has been calculated.
58:39So this is how the formula fields work.
58:42So that's it for the salesforce tutorial.
58:45So we started with the introduction to CRM platform.
58:48Then we covered the creation of app in force.com.
58:51Then we moved on to creating objects and adding fields to salesforce.
58:55Then we moved on to the relationships in salesforce.
58:58Then we studied about the validation in salesforce.
59:01And after that we studied about the formula fields in salesforce.
59:04So these are the topics that we have covered in salesforce tutorial.
59:08So that's it for this video.
59:11So we will see you in our next video.
59:13I hope you have enjoyed listening to this video.
59:15Please be kind enough to like it.
59:17And you can comment down any of your doubts and queries.
59:19And we will reply them at the earliest.
59:21Do look out for more videos in our playlist.
59:23And subscribe to Adirika's channel to learn more.
59:26Happy learning.
59:38Bye.
59:39Bye.
59:40Bye.
59:41Bye.
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