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Create App, Custom Objects, Custom Tabs, Custom

Fields

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Copyright © 2010 Virtusa Corporation. All rights reserved

 What you get after this session
 Create Apps
 Create Custom Objects
 Create Custom Tabs
 Create Custom Fields
 Work On Dependent Picklists
 Work On Validation Rules
 Customize Page Layouts

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 Becoming Familiar with the Setup Area
 The Setup area is a place to build and customize applications and to
administer and monitor organizations and users, all in one. We perform
almost every task we need to create our app in the Setup area.
 Depending on your organization settings, you’ll access the Setup area in
one of two ways.
 Look at the header at the top of the page. If you see Setup in the
header, click it.

 If you don’t see Setup in the header, click your name, then select Setup.

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 Apps
Introducing Apps
 Like a programming project, an app is little more than a container for all
of the objects, tabs, and other functionality that we're going to build as
part of our project.
 It consists simply of a name, a logo, and an ordered set of tabs. The
simplest app contains only one tab—the Home tab—and a default logo.
Define an App
 From Setup, click Create > Apps.
 If you see an introductory splash page, simply click Continue.
 Click New. The New Custom App wizard appears.
 In the App Label field, enter new App name to be created.
 Fill the Description field & click Next.
 The next screen in the New Custom App wizard allows you to specify
the image file to use for this app's logo. We will go with the default
logo.
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 Apps
 Click Next.
 The Available Tabs list shows us the standard and custom tabs that are
available for us to choose, and the Selected Tabs list shows us which
tabs are already included, listed in the order that they should be
displayed.
 Accept the defaults & Click Next.
 In this step choose which user profiles should have access to the app.
 Select the Visible checkbox next to the Standard User and System
Administrator profiles.
 Click Save.

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 Custom Objects
Define the Custom Object
To create the Position custom object, we’ll go back to the Setup area.
 From Setup, click Create > Objects.
 On the Custom Objects page, click New Custom Object.

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 Custom Objects
 In the Label field, enter object name.
 In the Plural Label field, enter object plural name.
 The Label and Plural Label of a custom object are what users see in all
of the object's related user interface elements, such as the object's tab
or in search results headings.
 The value of a custom object's Object Name represents the unique
name for the object when it's referenced in other areas of the platform,
such as formulas and Visualforce pages.
 Within the platform, Object Name is actually stored with __c appended
to the end as a suffix (for example, Position__c). This identifies it as a
custom object.
 Now enter Description & Record Name fields.
 The Data Type drop-down list can be Text or Auto Number.
 For the Context-Sensitive Help Setting, accept the default.

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 Custom Objects
 In the Optional Features area, select the Allow Reports, Allow Activities,
and Track Field History checkboxes.
 Selecting Allow Reports option makes the data in the position records
available for reporting purposes.
 Selecting Allow Activities option allows users to associate tasks and
scheduled calendar events.
 Selecting the Track Field History option allows the platform to
automatically track edits to the records, such as who changed the value
of a field, when it was changed, and what the value of the field was
before and after the edit.
 In the Deployment Status area, select Deployed.
 Setting the status to In Development hides position records from all
users except those with the “Customize Application” user permission.
 Save the object.

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 Tabs
Introducing Tabs
 If you're familiar with the Force.com platform, you know that clicking
tabs is how you navigate around an app.
 Every tab serves as the starting point for viewing, editing, and entering
information for a particular object or visualforce page.
 When you click a tab at the top of the page, the corresponding home
page for that object or visualforce appears.
Define the Tab (Custom Object tab)
 From Setup, click Create > Tabs.
 In the Custom Object tabs area, click New.
 In the Object drop-down list, select the object.
 Click the Tab Style icon to launch the Tab Style Selector as shown in the
following screenshot.

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 Tabs
 Click the Hide values which are used on other tabs link to make sure you
choose a unique style.
 Click any colored box to choose a color scheme and icon.
 Enter Description, Accept the defaults, Next, Next & Save.

Visualforce Tab: The steps for creating visualforce tab is similar to object
tab created above. Here we create tab for a visualforce page instead of
object.

Web Tab : Similarly tab can be created for even web content.

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 Custom Fields
Introducing Fields
 We're ready to add more fields to our Position custom object, but first,
let's talk briefly about what a field is and how it fits into the world of the
Force.com platform.
 A field is like a database column. The primary characteristic of a field is
its data type—some fields hold text values, while others hold currency
values, percentages, phone numbers, email addresses, or dates. Some
fields look like checkboxes, while still others are drop-down lists or
record lookups from which a user makes a selection.
Custom fields
 Auto Number : A system-generated sequence number that uses a
display format you define. The number is automatically incremented for
each new record.

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 Custom Fields
 Roll-Up Summary : A read-only field that displays the sum, minimum, or
maximum value of a field in a related list or the record count of all
records listed in a related list.
 Lookup Relationship : Creates a relationship that links this object to
another object.
 Master-Detail Relationship : Creates a special type of parent-child
relationship between this object (the child, or "detail") and another
object (the parent, or "master")
 Formula : A read-only field that derives its value from a formula
expression you define. The formula field is updated when any of the
source fields change.
 Checkbox : Allows users to select a True (checked) or False (unchecked)
value.

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 Custom Fields
 Currency : Allows users to enter a dollar or other currency amount and
automatically formats the field as a currency amount.
 Date : Allows users to enter a date or pick a date from a popup calendar.
 Email : Allows users to enter an email address, which is validated to
ensure proper format.
 Geolocation (Beta) : Allows users to define locations.
 Number : Allows users to enter any number. Leading zeros are removed.
 Percent : Allows users to enter a percentage number, for example, '10'
and automatically adds the percent sign to the number.
 Phone : Allows users to enter any phone number. Automatically
formats it as a phone number.

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 Custom Fields
 Picklist : Allows users to select a value from a list you define.
 Picklist (Multi-Select) : Allows users to select multiple values from a list
you define.
 Text : Allows users to enter any combination of letters and numbers.
 Text Area : Allows users to enter up to 255 characters on separate lines.
 Text Area (Long) : Allows users to enter up to 32,768 characters on
separate lines.
 Text Area (Rich) : Allows users to enter formatted text, add images and
links. Up to 32,768 characters on separate lines.
 Text (Encrypted) : Allows users to enter any combination of letters and
numbers and store them in encrypted form.
 URL : Allows users to enter any valid website address. When users click
on the field, the URL will open in a separate browser window.

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 Dependent Pick List
 Field dependencies are filters that allow us to change the contents of a
picklist based on the value of another field.
 For example, rather than displaying every value for Country in a single
picklist, we can limit the values that are displayed based on a value for
another field, like Continent.
 That way our users can find the appropriate country more quickly and
easily.
 Picklist fields can be either controlling or dependent fields.
 A controlling field controls the available values in one or more
corresponding dependent fields.
 A dependent field displays values based on the value selected in its
corresponding controlling field.
 In the previous example, the Continent picklist is the controlling field,
while the Country picklist is the dependent field.

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 Create a Dependent Picklist
 From Setup, click Create > Objects.
 Select Object.
 In the Custom Fields & Relationships related list, click Field
Dependencies.
 Click New.
 For the Controlling Field drop-down list, choose Continent.
 For the Dependent Field drop-down list, choose Country.
 Click Continue.
 A field dependency matrix displays with all the values in the controlling
field across the top header row and the dependent field values listed in
the columns below.
 For each possible value of the controlling field, we need to include the
values that should be displayed in the dependent picklist when that
controlling value is selected.
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 Create a Dependent Picklist
 In the field dependency matrix, yellow highlighting shows which
dependent field values are included in the picklist for a particular
controlling field value.

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 Create a Dependent Picklist

 To include a dependent field value, you simply double-click it. To

exclude a dependent value from the list, double-click it again.
 Continue highlighting the appropriate values for all of the columns.
 Click Preview to test the results in a small popup window.
 Click Save.

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 Validation Rules
Introducing Validation Rules
 Validation rules verify that the data a user enters in your app meets the
standards that you specify.
 If it doesn't, the validation rule prevents the record from being saved,
and the user sees an error message that you define either next to the
problematic field or at the top of the edit page.
Define a Validation Rule
 From Setup, click Create > Objects.
 Select Object.
 In the Validation Rule Click New.
 In the Rule Name text box enter the rule name. The name of a
validation rule can't include any spaces, but if you forget, the platform
helpfully changes them to underscores (_) for you.

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 Validation Rules

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 Validation Rules
 Select the Active checkbox.
 This checkbox specifies whether the validation rule should start
working as soon as it's saved.
 Enter Description.
 A validation rule can leverage a number of built-in operators and
functions to define a true-or-false error condition that determines
whether data is valid.
 When this condition evaluates to true, an error message displays and
the record can't be saved.
 Enter the Error Condition Formula in the text area.
 Enter the error message to be displayed in the Error Message box.
 Click Save.

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 Page Layouts

Introducing Page Layouts

 A page layout controls the position and organization of the fields and
related lists that are visible to users when viewing a record.
 Page layouts also help us control the visibility and editability of the
fields on a record.
 We can set fields as read-only or hidden, and we can also control which
fields require users to enter a value and which don't.
 Page layouts are powerful tools for creating a good experience for our
users, but it's crucial that we remember one important rule: page
layouts should never be used to restrict access to sensitive data that a
user shouldn't view or edit.
 Although we can hide a field from a page layout, users can still access
that field through other parts of the app, such as in reports or via the
API.

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 Appendix

References:
Salesforce work Book :
http://www.salesforce.com/us/developer/docs/fundamentals/salesforce_creating_on_demand_apps.pdf

Creating Force.com Application : www.youtube.com/watch?v=QkRbzd3vxHU

Introduction to objects (Standard/Custom) : www.youtube.com/watch?v=cDOAj6n2KGo
Creating custom objects/fields/Tabs : www.youtube.com/watch?v=SikH_tGaPBc
Pick lists : www.youtube.com/watch?v=JUFq1do07fA
Formula Fields : www.youtube.com/watch?v=IR61rf1TJ9s
Validation Rules : www.youtube.com/watch?v=UO2X7rjjGBQ

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