Session -4 :

Role : Role in the organization specifies the structure/Hierarchy of the company/organization

:It will indicate who has to report the work to whom

Steps to create a Role :

1. Setup- Adminster Manage Users RolesNew Role

Step 1: Role Name

Step 2: Reports To

Step 3: Role Name Displayed

C::Q:: In how ways we can see the Roles

ANS:: List View

Tree View

Sorted List View

I::Q:: Did you work on Territory based roles

-----------------------------------------------------------------------------------------------------------------

Profiles

Profiles: Profile Controls the following

1. Standarad and Custom Applications that user can access

2. Standard or custom Tabs that user can see and Access

3. Standard and Custom object that user can access and Specifies the Create/Read /Edit /Delete operations that
user can perform on the object

4. Field level security in the object is controlled by profiles

5. Apex Classes/ Visaulforce pages that user can see and Access

There are two types of profiles

1.Standard Profiels

2.Custom Profiles

Standard Profiles: These are the profiles which are created by the SalesForce to meet the global requirement and
Standard CRM functionality
Ex: System Admin

Marketing User

Custom Profiles:

These are the profiles which are created by the user to meet the organizations business requirement.

Every Custom profiles which we create should be a clone of existing profile.

Note: Every profile is created for a specific license and it can be assigned to the users who have purchased same
license

Steps to create Profiles:

SetupAdministerManage UsersProfiles New Profile

Step 1: Select the Existing profile

Step 2: Select the License

Step 3 : Enter Profile Name

Step 4: Save

Step 5: Make the Changes based on your need.

User::

Steps to Create a User:

Setup AdministerManage UsersUsersNew User

C::Q:: Which fields are mandatory to create a user

1. Last Name 2.Nick Name 3.Email Id 4. User Name 5.Role 6.Profile 7. License

C:Q:: If once the user is created can we delete him?

ANS: No once user is created we cannot delete him

I:Q:: What is the difference between Freeze and Deactivate

ANS: When you freeze the user he will not release the license he is holding

When you deactivate the user he will be releasing the license and we can assign to some other user.
Q:: How to load the documents from PC to salesforce server

Applications :

There are two types of applications

1.Standard Applications

2.Custom Applications

Standard Applications: These are the applications which are created by the salesforce to meet the global CRM
requirement are said to be standard applications .

Ex: Sales

CallCenter

Marketing

Custom Applications: Applications which are created by user to meet the business requirement of his organization.

Q:How to build the Custom Applications

Navigation : SetupBuildCreateAppsNew App

Step 1: Select Custom App

Step 2: Enter Application Details

App Label : This is the Name with which application is visible to the users in the UI

App Name : This is the Actual name of the application with which the application is referred
programmatically.

Step 3: Select the Logo

C:Q:: What is the size of the logo

Ans: Max : 20KB minimum more than 3KB

C:Q:: What is the sugguestable width and height >

Ans :: Width :300 PX , Height : 55PX

I::Q:: What will happen if you don’t give a logo

 Ans :: Salsforce default logo is give for your app

Step 4: Select the tabs which you want to display in the application

I::Q:: What is default landing tab ?

Ans : :The tab which we selected as default landing tab that tab data will be displayed on the first page of the
application

Step 5: Select the profiles to whom you want to display the application

There are two permissions

Visable Defualt

Ok NO ====Application is Readable

Ok Ok ====Application is Readable and when user logins in with this profile this

Application will be opened

NO NO ====Application is visible to this profile

C::Q:: How many custom apps we can build ?

Ans : This depends on the SalesForce Edition that you have purchased.

Unlimited Edition : Unlimited Applications

Enterprise : 10 APPS

Developer : 10 APPS

Professional : 5 APPS

Group Edition : 1 APP

Contact Manager : 1 APP

Personal : N/A

Objects: Objects are nothing but the tables in the regular database.

: If we want store any type of data in SalesForce that will be stored in Objects

: There are two types of objects in salesforce

1. Standard Objects
 2. Custom Objects

1.Standard Objects : These are the objects which are created by the SalesForce to meet the global CRM application

Requirement or global functional requirement .

Ex: Account ,Contact ,Case ,Solutions

2.Custom Objects : These are the objects which are created by the user to meet the organizational business
requirement

Steps to create the Custom Object:

Navigation : SetupBuildCreateObjectsNew Custom Object

Step 1: Object Label : This is the name with which the object is displayed to the users

Step 2: Pural Name : If we create a tab for this object the name that should be displayed on the tab is called Pural
Name

Step3: Object Name : This is the actual name of the object

Step 4: Description : We can give the basic information about what type of data is stored in the object

Step 5: Context Sensitive help: On every page we have help lint provided by the SalesForce, when you click help
which help page should open .

1.Standard help& Training window provided by the salesforce

Or

2.Visualforce page which you have created

Step 6: Every Object that we create in the salesforce will have one field with Field Name “ Name” which was
created by salesforce .

This Name field allows following Data types

1.Auto Number

2.Text

AutoNumber : System will autogenerate the no based on the format what we have given

Ex : EID-{0000}
 Staring with : 1

EID-0001

EID-0002

Text : If we select text user has to enter the data

Note: Name field is a required field

Optional Features: These features can be enabled or disabled at any stage of the application. There are three
optional features

1. Allow Reports: If we want to create reports on this object this feature should be enabled, Once you enable it
SalesForce will create default report type on this object.
2. Allow Activities: If we want to create task or event on this object then this feature need to enabled.
3. Track Field History : This will track the field info like when it is modified and who has modified

Deployment Status:

1. In Development : If we select the status as in Development this object is not ready for access and only
System Admin can access
2. Deployed : This object is ready for access every once can perform DML operations based on their
permissions.

One Time Object Creation Options: These options are available only at the time of creating a object, Once object is
created we cannot enable or disable these options .There are such options

1. Add Notes and Attachments: When we enable this option we will have Notes and Attachment related list in
the detail page of the object where we can attach corresponding documents to the records.
2. Create Custom Tab on Object Creation: If we enable this option once object is successfully created
immediately it takes you to the tab creation Page.

Note :All the custom object are appended with __c ,

Ex: Customer__c

Tabs: Tabs are the interface between the user and Object/ Webpage / Visual force Page

There are three types of tabs

1. Custom Object Tab

2. Web Tab
3. Visual force Page Tab
Custom Object Tab : If the user wants perform any Read/ Create/ Edit /Deletion operation on the object he needs
an interface to open the object that interface is Tab. When you click on this tab corresponding object will open
and we perform the operation on it .

Steps to Create the Custom object Tab:

Navigation : SetupBuildCreateTabsNew Custom Object Tab

Step 1: Select the object and style

Step 2: Select the visibility of the tab to the profiles .There are three permissions

1. Tab Hidden : If you select this option ,tab is not visible to the users with this profiles
2. Default On : If we select this option, tab is visible the users with this profile and tab is displayed on the tab
panel
3. Default off : If we select this option ,tab is visible to the users with this profile but tab is not added on the
tab panel

Step 3: Select the applications in which you want the tab to included

Fields: Fields are nothing but columns in the tables

There are two types of columns

1.Standard Fields

2.Custom Fields

Standard Fields : These are the fields which are created by the salesforce for every object.

1.Created By : Once record is created ,Those records remains on my name irrespective of whether user is active or
inactive

2.LastMofied by

3.Owner : Every record in the salesforce have owner ,Has is responsible for handling business with this record.

4.Name :

Field Name Field Label Data Type Modifications

Owner Owner Lookup(User,Queue) No

Name Any Thing AutoNumber ,Text Label Name ,DataType

Created by Createdby Lookup(User) No

LastModified By LastModifiedBy Lookup(User) No

Custom Fields: These are the fields which are created by the user to meet the business requirement of the
organization

Technical Terms

1.Field Label

2.Field Name

3.Required

4.Length

5.Unique

6.Case Sensitive

7.Default Value

8.Field Level security

9.PageLayouts

10.Data Types

Field Label : This is the name with which this field is displayed to the users in the UI(User Interface)

Field Name :This is the actual name with which we have created the field in the object and we use this name to
refer to this field programmatically

Required: If we select required check box we can’t leave this field empty.

Length : This will indicate the size of the data

5.Unique : When we select unique duplicate values are not allowed

6.Case sensitive : if case you want to consider the caps and small different then select case sensitive

7.Default : This value will be displayed in the field whenever the field is loaded in the page

8.Field Level Security :

Profile Visable ReadOnly
SystemAdmin OK NO All the users with admin profile can
read/write the field
System Admin OK OK All the users with admin profile can only
read the field
System Admin NO NO All the users with admin profile cannot see
this field
System Admin NO OK This combination is not allowed

Data Type : This will indicate the type of data data that we can enter in the field and range of the data.

1. Text :

Data Format : Alpha Numeric

Maximum Length : 255 Characters

Single/Multiple Lines : Single Line

3. Text Area :

Data Format : Alpha Numeric

Maximum Length : 255 Characters

Single /Multiple Lines : Multiple Lines

4. Text Area (Long)

Data Format :Alpha Numeric

Maximum Length : 32768 ( it can grow upto 1,30000+ )

Single /Multiple Line : Multiple Line

Minimum Length : 256 characters

5. Text Area (Rich)

Data Format : Formatted Data

Maximum Length : 32768 (it can grow 1, 30,000+)

Single /Multiple Lines : Multiple Lines

Minimum lines : 10 lines

Steps to create a text field :

Navigation : SetupBuildCreateObjectsObject name Custom fields &realtions  New

Step 1: Select the data Type

Ex: Text

Step 2: Enter the field Details

Ex:

Field Label : Customer Name

Field Name :Customer_Name

Length : 90

Description : This is the name of the primary customer

Help : Name should start with caps

Required : No

Unique : No

External Id : NO

Default value : Blank

Step 3:

Select the field level security for every profile for the new field which you are creating

Step 4:

Add the field to the page Layout

Text Encrypted :

Data Format : alpha numeric

Length : 176 characters

View : only the users with view Encrypted view will be able to see this field

: It supports inline edit

 We cannot use encrypted fields in search, formless, Conditions

 We can display the encrypted fields in search results
 By default no one will have view encrypted fields permission
 

CQ: : Which statement is TRUE about Encrypted Custom Fields? Choose 3 answers:
A. Encrypted fields can be included in search results.
B. Encrypted fields are not available for validation rules or Apex scripts.
C. Encrypted fields can be included in report results.
D. Encrypted fields are not available in filters for list views, reports, and roll up summary fields

C:Q:: Which standard profile can view encrypted fields by default?

A. system Admin
B. standard user profile
C. None by default
D: Marketing Profile

Currency : Length of Integer and Decimal together it should not be more than 18 digits

Ex: 88888.00

Pick List : This is a dropdown list

 It allows 1000 options in the pick list

 Maximum length of each option is 255 characters
 All the options together it can be maximum 15,000 characters
 We can sort the options before we display in the pick list
 In case we want we set the first option as default
 Once the pick list field is created we can add/ remove /replace /edit the options
C:Q:: We have 10 records with city ‘Hyd’ and Admin has removed the option of ‘Hyd ‘ from the city pick list
field What would be behavior

Ans: Old records which have selected ‘Hyd’ still can select ‘Hyd ‘

MultiSelect PickList : This is just like a picklist where we can select more than one option at a time .

 It can have 150 options

 We can select 100 options at a time
 Maximum length of each option is 40 characters
 Maximum length of all the options together 1500 characters

Field Dependency : When value of one field controls the value of another field we call it a field dependency

Controlling Field : it can be any of the PICKLIST field or CHECKBOX field

Dependent Field : It can be any of the PICKLIST field or MULTI SELECT PICKLIST field

C:Q:: Which statement is true about the field dependency

ANS:::if the controlling field is a picklist field it can not have more than 300 options in it
C::Q:: Which of the following statements are true about field dependency

1. Standard field as controlling and Custom Field as Dependent

2. Standard field as Controlling and Standard field as Dependent
3. Custom field as Controlling and Custom field as Dependent
4. Custom Field as controlling and Standard field as Dependent

Relations:

These are used to create /establish a relation between two or more objects

1. Master-Detail Relation

2. Lookup Relation
3. Junction Object(Many to Many)

4. Hierarchal Relation

Master-Detail Relation

1. Maser –Detail Relation is One to Many relation

2. This field can be created only on the object which doesn’t have any prior data on it .
3. This is a required field .
4. The object on which we have created master –Detail that object is called Detail Object /Child Object
/Related Object
5. The object to whose record the master –Detail field is referring that object is called Master Object
6. The Object on which we have created Maser-Detail field that object will not have owner field.
7. The owner of master record will be the owner of the record.
8. If you delete the master record child records are also deleted .
9. The Child records which are deleted due to deletion of master record will not move recycle bin, But
when we undelete the master record child record will be automatically undeleted
10. An object can be master to any no of objects

1. A 2 A 3. A
| | |
B ------------------ -----------------------------
| | | | | | |
B C D B C D E

Allowed Allowed Allowed

11. An object can have only two master ‘ field on it

1. A 2. A B 3. A B C
| | | | | |
B -------- --------------------
| |
C D

Allowed Allowed Not allowed

12. Child Object can be Parent to some other object up to three levels

1. A 2. A 3. A 4. A
| | | |
B B B B
| | |
C C C
| |
D D
|
E

Allowed Allowed Not Allowed Allowed

13. Object which has two parents on it can never be a parent to some other object

A x A X
| | | |
-------------------- B Y
| | |
C C Z
| | |
D -----------
|
D

Not Allowed Allowed

Steps to Create a Master –detail field

Navigation: SetupBuildCreateObjectsSelect Object-Custom fields& RelationsNew

Step1: Select Data Type as Master-details

Step 2: Select Master Object

Step 3: Enter Field Details

1. Field Label : Customer Details

2. Field Name : Customer Details

3. Sharing Settings : Select the Minimum level of access requied on Master object to perform
Read /Edit/Delete /Create on child records

Step 4: Establish the field level security

Step 5: Add the field to the Child object default page layout
 Step 6: Add the field to the parent object Page Layouts

Junction Object : Object on which we have two master –detail fields on it that we call it as junction object.

1. This junction object will maintain many to many relation

2. The first master –detail field that we have created will be primary master
3. The second master –detail field that we have created will be secondary master
4. Junction object will inherit look and feel and owner ship properties from primary master
5. Junction object related records are displayed in both the masters
6. If junction object has more than 200 child records for particular master record then we cannot
delete that master record.

Lookup Relation:

1. It also maintains One to Many relation

2. This is not a required field
3. We can create a lookup field on the object which has data also
4. If delete the parent record corresponding child records are not deleted.
5. We can avoid deletion of parent record if it has child
6. Owner for the parent record and child record can be same or different
7. We can create 25 lookup fields in a object
8. We can create a self lookup relation .

Hierarchical Relation:

1. This relation is created on user object.

2. This is used to establish the relation between two users .

Certification Questions on Realtions (401 &201) :

1.What is the maximum number of master-detail relationships that can be created on a custom
object?

A) 1
B) 2
C) 4
D) Unlimited
2. A developer has created a junction object. What is the significance of the first master-detail
(primary) relationship?

A)Look and feel, the junction object's detail and edit pages use the color and any associated icon of
the primary master object.
B) You cannot delete the primary relationship.
C) You cannot rename the primary relationship.
D) There is no significance

3. Which of the following is NOT a step in creating a junction object?

A) Creating the custom object to serve as the junction object between the two master objects
B) Creating two master-detail relationships
C) Customizing the related lists on the page layouts of the two master objects
D) Creating two lookup relationships

4. An organization wants to leverage custom objects to track bugs. The organization wants the ability
to relate bugs to parent bugs in a parent-child relationship. What type of relationship should be used?

A) master-detail
B) self
C) hierarchical
D) many-to-many
B

5. A developer wants to leverage the console view to see the parent object of the child object in focus
on the console. How would a developer specify what related list fields are displayed on the parent
object?

A) On the child object's mini-page layout

B) On the parent object's mini-page layout related lists field selection
C) On the parent object's page layout related lists field selection
D) You cannot modify the related fields on the console view

6.If a parent object has a lookup relationship defined with a child object, what happens to the child
object when you delete a record from the parent?
A.The child record is deleted
B.Nothing
C.The parent record cannot be deleted
D.The child record cannot be deleted

7.in a master-child relationship between a standard object and custom object which of the following
statements is NOT true? Please select two (2) items.
A.The standard object is always the master
B.The custom object is always the master
C.The custom object is always a child
D.The standard or custom object can be a master
E.The standard object is never a child

8. An organization wants to create a field to store manager data on the user object. The manager field is a
reference to another user record. What type of relationship should be used?
A.Master-Detail
B.Hierarchical
C.Lookup
D.Many-to-many

09.In a recruiting application, salary is a child object to a parent position object via a Master-Detail
relationship The min pay and max pay fields of salary object cannot be modified when the Position status
on the parent is 'Approve'. How would a developer design this?
A.Create a Visualforce component on the position detail page
B.Rollup-summary field
C.Validation rule on position object
D.Formula field on the salary object
E.Validation rule on the salary object

11.What is true about a junction object?

A.A custom object that has two Master-Detail relationships
B.A custom object that has a Master-Detail relationship
C.A standard object that has two Master-Detail relationships
D.A standard object that has a Master-Detail relationship

12.Object X has a lookup to object Y. Which of the following statements are TRUE? Please choose two (2).
A.Fields of both X and Y are accessible from object Y
B.Fields of object Y can be accessed from object X
C.Fields of both Y and X are accessible from object X
D.Fields of object X can be accessed from object Y

13.In a Master-Detail relationship, what happens when the a record is deleted from the parent object?
A.Parent record alone gets deleted
B.Exception occurs
C.Parent and child record will not be deleted
D.All child records are deleted

14.. What is a junction object?

A.Object with lookup relationship
B.Master detail relationship
C.Object with two lookup relationships
D.Object with two Master-Detail relationships

15.What is true about a master-detail relationship? Please select two (2) choices.
A. When the parent record has been deleted, all the child records will be deleted.
B. You can have a child record without the parent record.
C. You have to expose the master lookup field on the child detail page layout.
D. You cannot delete a child record

16. Roll up Summary Field works in the case of which relationship Select the correct choice
A. Master Detail
B. Master Master
C. Workflow
D. Validation Rules
E. Lookup
F. Do not lookup
G. Master to all

Roll up Summary :

1.This field can be created only on master object ( in the master –detail relation )

2. Value of this field is calculated from the corresponding child records

Ex:

Customer Transaction

TransactioId CDetails Type Amount

CustomerId Name AccountType
T-01 CID-001 Dep 10000
CID-001 Sam Saving
CID-002 Ram Current T-02 CID-001 Dep 20000
T-03 CID-002 Dep 20000
T-04 CID-001 Wit 20000
T-05 CID-002 Wit 50000
Customer and Transaction has realtion of master-Detail where Customer is a master and Transaction is a detail
object

1.Where can we create a rollup summary field in above context : Customer Object

Roll up summary field value is compute by any one of the operations

1.Count : This gives the no of child record for a given master record .

(The Records which are participating in the relation)

 Ex: CID-001------Sam-----Saving

|------T-01----Dep---10000

|-----T-02----Dep----20000

|----T-04----With----20000

Count : 3

Note : If we say include only the Transaction type :Dep in the Rollup then will be 2

2.Sum : This will return us summarized value of given field from the child object.

:We can choose any one of the Percentage ,Number ,Currency field from the child object.

Ex: CID-001------Sam-----Saving

|------T-01----Dep---10000

|-----T-02----Dep----20000

|----T-04----With----20000

Sum (Amount ) : 50000

Note : If we give a filter saying only those records whose transaction type is Dep to participate in the

Rollup Summary then Sum will return :30000

3.Min : This wil return the minimum value from the given field of the Child object.

:Field can be any one of the (Number ,Percentage,Currency, Data,DataTime)

Ex: CID-001------Sam-----Saving

|------T-01----Dep---10000

|-----T-02----Dep----20000

|----T-04----With----20000

Min( Amount ) : 10000

4.Max : This wil return the maximum value from the given field of the Child object.

:Field can be any one of the (Number ,Percentage,Currency, Data,DataTime)

Ex: CID-001------Sam-----Saving

|------T-01----Dep---10000
 |-----T-02----Dep----20000

|----T-04----With----20000

Max( Amount ) : 20000

C:Q:: How many filter conditions we can write ?

Ans: 5 conditions

C:Q::Which fields we can use?

Ans : Child object fields

C:Q:: How many rollup summary fields can be created ?

Ans : :10

Steps to Create the Rollup Summary field:

Navigation: SetupBuildCreateObjectsMaster ObjectCustom & RelationshipNew

Step 1: Select Rollup Summary data Type

Step 2: Select Child Object

1. Select the Rollup Operation

2. Select the field from Child Object

3. Write the filter Condition

Step 3: Field Level Security

Step 4: Add the field to the Page Layout.

Global Data : Data which remains same throughout the application ones user has logined to his account that data
we call it as global data .

Global data is always prefixed with ‘$’

Ex: $UserRole

$Profile

$System

Formulas : These the fields whose value is computed based on the existing fields in the objects .

Every formule will return the result and the formules in the salesforce will return the result in the form of
 1.Text

2.Date

3.DataTime

4.Number

5.Currency

6.Percentage

7.Checkbox

There are two types of formules in the salesforce

1.Simple Formules : These are created to build simple logic using the fields which are compatable with

return type what we have selected .

Advanced Formules : These are created when we have a complexed logic and we can use fields of the

object on which we are creating formule and parent object fields

To support the adavanced formules salesforce have given some predefined functions

Logical Functions :

AND: When all the given conditions are true this will return true

Ex: Employee with age above 25 and exp above 6 years should be selected

AND( Age__c >25 ,Exp__c>6)

IF : When we have two options where contion is true return option1 else return option 2

Employee with age above 25 and exp above 6 years is selected else rejected

IF( AND( Age__c >25 ,Exp__c> 6) , ‘Selected’ ,’Rejected’)

If (Condition , stmt 1,Stmt 2)

CASE When we have more than two choices we will use CASE

Calculate InterstRate :

Education : 12

Vehicle :14
 Personal: 16

Housing :18

CASE(Loan_Type__c ,

‘Education’, 0.12,

‘Vehicle’.0.14,

‘Personal’,0.16,

‘Housing’.0.18,

ISNULL : This will return true if the field value is null ,This is used for checking numerical values and blank value is
never considered as NULL

ISNUMBER : This will return true if the expression value is NUMBER

ISNUMBER(10)===True

NULLVALUE( Field ,Default Value) :

OR : if any of the condition is true it will return true :

OR( cond1,Cond2,Cond3)

Math Functions :

1.ABS( 10) ===10

ABS(-10)===10

2.FLOOR( 10.3)==10

FLOOR(10.9)===10

3.CELING(10.3)===11

4.CELING(10.9)==11

5.ROUND(10.3)===10
 ROUND(10.9)===11

6.SQRT(9)===3

7.GEOLOCATION( lon ,latitude)

8.DISTANCE( g1,g2,units)

9.ISBLANK() :This will return true if the field is blank or Null

10.BLANKVALUE(field,Defualt)

11.LOG(23)

12.LN()

13.MAX(20,30,40)==40

14.MIN(10,20,30)===10

15.MOD( 23,2)===1

Date &Time

1.TODAY() ===Returns today’s date

2.NOW() ====Returns current date and time

3.DATE(Year, Month,Day) : DATE(2014,12,25)

4.DAY(Date) : It will return the day of the month

DAY(DATE(2014,12,25))===25

5.MONTH( Date) :Returns month in the year

MONTH(DATE(2014,12,25))===12

6.YEAR() : This will year in the date

YEAR(DATE(2014,12,25))==2014

7.DATEVALUE( expression) : This will convert the date and Time value to date

Text :

ISPICKVAL(PicklistField ,literal) : True

Type : Dep ,With ,EMI

 Withdraw : Service Tax is 100 , 1% of amount

IF ( ISPICKVAL(Type__c,’Withdraw’) , 100 ,amount__c*0.01)

INCLUDES( MultiSelectPickList , literal) :This will return true if the given literal in the selected list of values

BEGINS(Text ,starttext) :

BEGINS(‘ABCD’,’A’)===True

FIND(searchtext ,text ,position)

FIND(‘AB’,’ABCABCSS’,2)====4

LEFT( ‘ABCD’,2)===AB

RIGHT(‘ABCD’,2)==CD

LPAD(‘ABCD’,6,’*’)===== **ABCD

RPAD(‘ABCD’,6,’*’)=====ABCD**

CONTAINS(‘ABCDED’,’DE’)==true

CONAINS(“AB:CD:EF’,’EF’)====true

TEXT(10)====’10’ ( 10+10===20 ,’10’+’10’===1010

VALUE(‘10’)===10

ISCHANGED(Amount__c)

Ex 1: Loan

1.LoanType __c : PickList

2.Security :PickList

3.Installments :

Secutity =’salary’

Education : 48

Vehicle :24

Personal : 32
 Housing : 120

Security :Assert :

36

IF( ISPICKVAL(Security__C,’Assert’) , 36,

CASE( Loan_Type__c,

‘Education’,48,

Validation:

Any one who want to apply for a loan based on salary they cant leave salary field blank

Any one who want to apply for loan based on Assers they cant leave assercost blank

Customer :

Account Type : Saving ,Current ,Salary

Balance

Transaction :

Type : Dep ,With,EMI

Amount :

Salary : 0
Saving : 2000

Currrent :30000

ISPICKVAL(Type__c,’With’) , ( OR( AND( ISPICKVAL(Customer__r.AccountType__c,’Saving’) ,

Customer__r.Balance-Amount__c<2000

),

AND ( ISPICKVAL(Customer__r.AccountType__c,’Current’),

Customer__r.Balance__c-Amount__c< 30000)

 Transaction object

Type : Dep,With,EMI

After : After 5th of the Month then Service tax should be 10 % of the amount.

IF( AND(ISPICKVAL(Type__c,’EMI’), DAY(Transaction_Date__c)>5) ,

Amount__c*0.10,
0
)
 If any one is paying IncomeTax after 10th Aug they have late fee of 1000

IF ( AND(DAY(Payment__c)>10 ,MONTH(Payment__c)>7),
1000,
0
)

 If any trying change the password before 10 days of last modification

AND( ISCHANGED(Password__c) ,(TODAY()-DATEVALUE(LastModifiedDate))<10))

IF the city what what you have selected is in Hyd,Che,Pune then you should enter pancard value

AND (CONTAINS(City__c,’HYD:CHE:Pune’) ,ISBLANK(Pancard__c) )

  Parent :

Name :

Age :

Child :

MyName =Parent__r.Name