Description
The objective of this assignment is to get an introduction to the Salesforce.com platform and
learn simple tasks (such as record creation, custom object, creation, and running a query). You
will need this to complete the Final Project.
Some information and terminology about the Platform:
Salesforce.com provides SaaS, which is composed of Sales Cloud, Service Cloud, Marketing
Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial
Services Cloud, Force.com, and Chatter.
Force.com provides PaaS, so that developers can crete applications that integrate into the main
Salesforce.com application.
Objects and Fields
Objects provide the structure for storing data, and they are integrated into the user interface so
that users can interact with it. The concept of object fields is comparable to that of a database
column, whereas the concept of records is similar to that of a database row.
Standard Objects are the objects that are provided by the Salesforce. Common business
objects, such as Account, Contact, Lead, and Opportunity, are examples of standard objects.
Custom Objects:
Custom objects are the objects that are unique to a particular business or industry.
Salesforce Object Query Language (SOQL) is used to form the queries for the access to the
information stored in the user environment (Org) database.
A) Creating your Salesforce Developer Account
For creating your salesforce developer account, please use the link
https://developer.salesforce.com/signup
Login: https://login.salesforce.com/ (You can login after creating your account using
this link)
Sl Fields Account Information
1 First Name “Your First Name”
2 Last Name “Your Last Name”
3 Email “Stevens Mail Id”
4 Role “Developer” (You can choose any
choice)
5 Company “Stevens Institute of Technology”
6 Country “United States”
7 Postal Code “Your Postal Code”
8 Username “Stevens Mail Id”
Click on Sign me up
A verification email will be sent to your provided email id which can takes up to 5-10 minutes.
Verify your account and create password and necessary details which needs to be provide. After
verifying your account Salesforce Lightning Page will be loaded. You will need to change your
account to Salesforce Classic Mode.
Steps are as follows:
1) Click on View Profile
(You will be able to find it on top right corner)
2) You will be able to see the Switch to Salesforce Classic under the options.
3) Click on Switch to Salesforce Classic. Congratulation you are in Salesforce Classic
Mode.
B) Creating record using Salesforce Standard Object [Total: 10 Points]
For creating records, you need to follow these steps:
i) Either Accounts Object will be bar or Click on the “+”
ii) Click on the Accounts Object.
a. Account page will open
b. Click on New
c. A new Account Detail page will open provide the necessary details.
Note: Account Name = “Your Name”
d. Click on Save
e. An Account will be created by your Name.
C) Creating Custom Objects and Fields [Total: 50 Points]
Part I: Creating Custom Object [25 Points]
For creating custom object, you need to follow these steps:
i) Click on Setup (You will find setup on the top right corner after help)
ii) Go to Quick Find/ Search box (You will find it on the left side) and Search Objects
and click on Objects (You will find it under Create)
iii) Click on New Custom Objects and fill the following information as per the
screenshot
Label: Student Information
Plural Label: Student Information
Object Name: Student_Information
Context-Sensitive Help Setting: Open a window using a Visualforce page
Record Name: Student Name
Data Type: Text
Optional Features: All Checked except Enable Licensing
Object Classification: All Checked
Deployment Status: Deployed
Search Status: Unchecked Allow Search
Object Creation Options (Available only when custom object is first created):
Launch New Custom Tab Wizard after saving this custom object
iv) Click Save
v) New Custom Object Tab page will open. Click on Tab Style and select any Tab
style
vi) Click on Next and make sure that the Apply one tab visibility to all profile is selected.
vii)Click Next and Save.
Part II: Creating Custom Fields [25 points]
After Clicking on Save the Custom Object configuration Page will open. Now we are
going to add custom fields in this Object.
i) You will be able to see Custom Fields and Relationships section which will be
under Standard fields.
ii) Click on New
iii) On Click New. Choose the Field Type and Click Next
iv) Fill out the necessary information’s and Click Next
v) Field Level Security Page will open Click on Visible Check box and Click Next
vi) Add to Page layout will open Click Save
Note: You need to create four custom fields
For creating all these fields, the process will be similar the one you have already
followed.
1) Department:
Field Type: Text Area Long
Field Label: Department
Field Name: Department (This will be populated automatically)
Visible: Checked
Add to page layouts: Student Information Layout Checked
2) CWID:
Field Type: Text Area Long
Field Label: CWID
Field Name: CWID (This will be populated automatically)
Visible: Checked
Add to page layouts: Student Information Layout Checked
3) Semester
Field Type: Picklist (Don’t Select Picklist (Multi-Select)
Field Label: Semester
Values: Click on Enter values, with each value separated by a new line and
enter following values – Fall, Spring, Summer (All these values need to be on
separate line)
Field Name: Semester (This will be populated automatically)
Visible: Checked
Add to page layouts: Student Information Layout Checked
4) Date of Joining
Field Type: Date
Field Label: Date of Joining
Field Name: Date of Joining (This will be populated automatically)
Visible: Checked
Add to page layouts: Student Information Layout Checked
D) Creating record on Custom Object [Total: 20 Points]
Now you need to create record on the custom object (Student Information)
i) You will be able to see the Student Information Tab on the Top along with the other
tabs
ii) Click on the Tab Student Information Page will open.
iii) Click on New
iv) Provide Your Information Ex: Name= “Zeus Martin”
v) Click on Save
Student information page will be created, and your details will be populated.
E) Retrieving the created records using SOQL [Total: 20 Points]
Now we will be retrieving the records which we have created using Developer
Console by running SOQL.
i) Click on User Menu which will be having your Name (Before Setup)
ii) Developer Console will open, and, in the bottom, you will see Query Editor. Click
on the Query Editor
Now, we will be running two SOQL queries for retrieving the records that we have
created.
Two Queries:
1) For Standard Object [10 Points]
SELECT Id, Name FROM Account WHERE Name = ‘Your Name’
After pasting this query on the query editor click on Execute. You will be able to see the
record that you have created on Account object.
2) For Custom Object [10 Points]
SELECT Id, Name FROM Student_Information__c WHERE Name = ‘Your
Name’
After pasting this query on the query editor click on Execute. You will be able to see the
record that you have created on Student Information object.
Your output must include the screeenshots demonstrating the completion of each of the
above steps.
