Salesforce Tutorial: Learn To Create Your Own Salesforce App

Tabs are used to access objects (tables) in the Salesforce app. They appear at the top of the screen and are similar to a toolbar. Contains shortcut links to multiple objects. Clicking on the object name in a tab will display the records for that object. Tabs also contain links to external web content, custom pages, and other URLs. The highlighted part in the following screenshot is the one for the Salesforce tabs.

All apps will have a Home tab by default. Standard tabs can be chosen by clicking ‘ ‘ in the tab menu. Accounts, Contacts, Groups, Leads, Profile are the standard tabs that Salesforce offers. For example, the Accounts tab will show you the list of accounts in the SFDC organization and the Contacts tab will show you the list of contacts in the SFDC organization.

Steps to add tabs

1. Click ‘ ‘ in the tab menu.
2. Click Customize tabs which is present on the right hand side.
3. Choose the tabs of your choice and click Save.

In addition to standard tabs, you can also create custom tabs. The Students tab you see on the screenshot above is a custom tab I’ve created. This is a shortcut to get to the custom object: Students.

Steps to create custom tabs

1. Navigate to Settings → Create → Create → Tabs.
2. Click New.
3. Select the name of the object for which you are creating a tab. In my case, it is Student Data. This is a custom object I’ve created (instructions for creating this object are covered later in this blog).
4. Choose a preferred tab style and enter a description.
5. Click Next → Save. The new tab Student Data will appear as shown below.

Salesforce profiles

Each user you need access the data o The SFDC organization will be linked to a profile. A profile is a collection of settings and permissions that controls what a user can see, access, and modify in Salesforce.

A profile controls user permissions, object permissions, field permissions, application settings, tab settings, access vertex class, Visualforce page access, page layouts, record types, login time, and login IP addresses.

You can define profiles based on the user’s background. For example, different access levels can be set for different users, such as system administrator, developer, and sales representative.

As with the tabs, we can use any standard profile or create a custom profile. By default, the standard profiles available are: Read Only, Standard User, Marketing User, Contract Admin, Solution Admin, and System Admin. If you want to create custom profiles, you must first clone standard profiles and then edit that profile. Note that one profile can be assigned to many users, but not many profiles can be assigned to one user.

Steps to create a profile

1. Click Settings → Manage → Manage Users → Profiles
2. You can then clone any of the existing profiles by clicking Edit.

Once the configure tabs and profiles for your app, you can load data into your app. The next section of this Salesforce tutorial will cover how to add data to objects in the form of records and fields.

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Objects, Fields, and Records in Salesforce

Objects, fields, and records are the building blocks of Salesforce. Therefore, it’s important to know what they are and what role they play in building applications.

Objects are the database tables in Salesforce where data is stored. There are two types of objects in Salesforce:

• Standard Objects: The objects provided by Salesforce are called standard objects. For example, Accounts, Contacts, Leads, Opportunities, Campaigns, Products, Reports, Dashboard, etc.
• Custom Objects: Objects created by users are called custom objects.

Objects are a collection of records and records are a collection of fields.

Each row of an object consists of many fields. Thus, a record in an object is a combination of related fields. Take a look at the excel below for an illustration.

I will create an object called Student Datathat will contain the personal data of the students.

Steps to create a custom object:

1. Navigate to Settings → Build → Create → Object
2. Click New Custom Object .
3. Fill in the Object Nameand Description. As you can see in the image below, the name of the object is Student Data.
4. Click Save.

If you want to add this custom object to the tab menu, you can follow the instructions mentioned earlier in this Salesforce blog tutorial.

After you create the object, you need to define several fields on that object. eg the fields in a student’s record will be the student’s name, the student’s phone number, the student’s email ID, the department the student belongs to, and their hometown.

You can add records to objects only after defining the fields.

Steps to Add Custom Fields

1. Navigate to Settings → Build → Create → Objects
2. Select the object to which you want to add fields. In my case, it’s Student Data.
3. Scroll down to Custom Fieldspng” alt=”custom object – salesforce tutorial – edureka” />
4. You need to choose the data type of that particular field and then click Next. I have chosen text because I will be storing letters in this field.The different data types of the fields have been explained in detail in the next section of this blog.
5. You will then be prompted to enter the name of the field, the maximum length of that field, and the description.
6. You can also make it an optional/required field and allow/disallow duplicate values ​​for different records by checking the boxes Please refer to the screenshot below for better understanding.
7. Click Next.
8. Select the different profiles that can edit that text field at a later time. Click Next.
9. Select the page layouts that should include this field.
10. Click Save.</li

As you can see in the following screenshot, there are two types of fields: Standard fields created for each object by default and custom fields created by myself. The four fields I’ve created for Student Data are City, Department, Email ID, and Phone Number. You’ll notice that all custom fields are suffixed with ‘__C’, indicating that you have the power to edit and delete those fields. While some standard fields can be edited but not deleted.

You can now add student records (full row) to your object.

Steps to add a record

1. Go to the object table from the tab menu. Student Datais the object I’ll be adding records to.
2. As you can see in the image below, there are no existing records. Click New to add new student records.
3. Add student details in different fields as shown in the following screenshot. Click Save.
4. You can create any number of student records. I created 4 student records as shown in the following screenshot.
5. In case you want to edit the student details, you can click Edit as shown in the following screenshot.< img src="https://d1jnx9ba8s6j9r.cloudfront.net/blog/wp-content/uploads/2017/01/salesforce-records.png" alt="students – salesforce tutorial – edureka" /

Field Data Types

The data type controls what type of data can be stored in a field. Fields within a record can have different data types. For example:

• If this is a phone number field, you can choose Phone.
• If it’s a name or a text field, you can choose Text.
• If it’s a date/time field, you can choose Date/Time.
• By choosing Select List as the data type for a field, you can write predefined values ​​into that field and create a dropdown menu.

You can choose any of the data types for custom fields. Below is a screenshot listing the different data types.

Data types such as Lookup Relationship, Master-Detail Relationship, and External Lookup Relationship are used to create links/relationships between one or more objects. Object relationships is the next topic of discussion in this Salesforce blog tutorial.

Object Relationships in Salesforce

As the name suggests, the object relationship is used in Salesforce to create a link between two objects. The question on your mind would be, why is it necessary? Let me talk about the need with an example.

In my application StudentForce, there is an object Students Data, which contains personal information of the students. Details about the student’s grades and their previous university are present in different objects. We can use relationships to link these objects using related fields. Student and college grades can be linked to the Student Name field of the Student Data object.

Relationships can be defined by choosing the data type. They are always defined in the child object and the common field is referenced in the master object. Creating such links will help you easily search and query data when the required data is present in different objects. There are three different types of relationships that can exist between objects.They are:

• Master-Detail
• Search
• Union

Let’s see each one of them :

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Master Detail Relationship (1:n)

The Master Detail Relationship is a parent-child relationship in which the master object controls the behavior of the dependent object. It is a 1:n relationship, in which there can only be one parent, but many children. In my example, Students Datais the parent object and Marksis the child object.

Let me give you an example of a Master-Detail relationship. The Student Data object contains student records. Each record contains personal information about a student. However, the grades obtained by the students are present in another record called Grades. Take a look at the screenshot of the Marks object below.

I have created a link between these two objects using the student name. Here are the points to keep in mind when configuring a master-detail relationship.

• Being the control object, the master field cannot be empty.
• If a record/field on the master object is deleted, the corresponding fields on the child object are also deleted. This is called cascading deletion.
• Bond fields will inherit their master’s owner, sharing, and security settings.

You can define master-detail relationships between two custom fields or between a custom object and a standard object, as long as the standard object is the master in the relationship.

Lookup relationship (1:n)

Lookup relationships are used when you want to create a link between two objects, but without a dependency on the parent object. You can think of this as a form of parent-child relationship where there is only one parent, but many children, i.e. a 1:n relationship. Below are points to consider when setting up a lookup relationship.

• The lookup field on the child object is not necessarily required.
• Fields /records in a child object cannot be deleted by deleting a record in the parent object. Therefore, records in the child object will not be affected.
• Child fields will not inherit their parent’s owner, sharing, and security settings.

An example of a lookup relationship in my case would be a University object. You can see the child object: Student Data in the following screenshot. You will notice that there is an empty University field for the first record. This indicates that the dependency is not a necessity.

Below is a screenshot of the schematic diagram of both relationships. School – Student Data forms the search relationship and Student Data – Marks forms the Master-Detail relationship.

Self-relationship

This is a form of lookup relationship where instead of two tables/objects, the relationship is within the same table/object. Hence the name self-relationship. Here, the lookup references the same table. This relationship is also called a hierarchical relationship.

Join (many-to-many) relationship

This type of relationship can exist when there is a need to create two master-detail relationships. Two master-detail relationships can be created by linking 3 custom objects. Here, two objects will be master objects and the third object will depend on both objects. In simpler words, it will be a child object to both master objects.

To give you an example of this relationship, I’ve created two new objects.

• A master object named Teacher. Contains the list of teachers.
• A child object named Courses. Contains the list of available courses.
• I will use the Student Data object as another master object.

I have created many -to-many relationship such that each record in the Courses object must have at least one student and at least one teacher. This is because each course is a mix of students and teachers.In fact, a course can have one or more students and associated teachers.

The dependency on the Student and Teacher objects makes Courses as a child object. Student and Teacher are therefore the master objects. Below is a screenshot of the Courses object.

You will notice that there are different combinations of teachers and students for these subjects. For example, Kate is associated with two courses and has two different teachers for each of those two courses. Mike is associated with only one course, but has two different instructors for that course. Both Joe and Kate are associated with the same course and the same professor. In the following screenshot you will find the schematic diagram of this relationship.

Congratulations! The StudentForce application has been created successfully. The two schematic diagrams above show how the different objects are linked within my Salesforce app.

This brings us to the end of this Salesforce tutorial. I hope you understood the various concepts like apps, tabs, profiles, fields, objects, and relationships that were explained in this Salesforce blog tutorial. In case you have any doubts or queries, feel free to leave them in the comments section below and I’ll get back to you as soon as possible.

I urge you to watch this Salesforce video tutorial that explains the creation. of the Salesforce student app. Go ahead and enjoy the video and tell me what you think.

Stay tuned for the next blog in our Salesforce tutorial series. In the meantime, I suggest you create a Salesforce account and play around with the Salesforce app. You can try building your own app by following the instructions above.

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