In our third live session we work through creating Custom Objects and Fields. We also address Record Types and a newer feature in Salesforce - Record Page Settings.
Curriculum Spreadsheet - https://docs.google.com/spreadsheets/d/1OWoHWE9xaGIJq6x-9Z6v5DDa92DQWocCyrX3zCjTfPA/edit?usp=sharing
Common Regex Validation - https://help.salesforce.com/articleView?id=000334073&type=1&mode=1
Mike Wheeler Media+ Subscription - 75% off for 3 Months - http://learn.mikewheelermedia.com?code=live75
Mike Wheeler's Salesforce Administrator Certification Practice Tests - https://bit.ly/salesforcepracticetest
Data Modeling - https://trailhead.salesforce.com/en/content/learn/modules/data_modeling
Customize a Salesforce Object - https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object
Alright, so, so excited to get started. Tonight I'm in my new office location. And so it looks a little different now than maybe what you're used to. This is week three of our wives and then
Course, so please do share where you join us from tonight in the chat and I will try and be sure and in the chat as well. So like to chat to all panelists and attendees. I'm trying to do that. Actually, there we go.
Alright. So, and then, as always, if you have any questions tonight. Just put those in the Q&A section and I will
get those answered as soon as I can. And we're going to be talking about custom objects and standard objects and i one of my favorite topics. Let me share my screen as well try to at least
You should be seeing
My slide presentation.
And let's see.
Awesome. Alright, so this is week three of the live Salesforce administrator certification course. And so today we're going to do a poll again to see where we're at. As far as
Caught up or behind or ahead and we'll be doing a assignment recap from Week two will be discussing
How to create custom objects and going to be relating that to how custom objects or objects in general are like nouns in Salesforce will also be looking at creating custom fields, along with the different
Data types and field level security for custom fields, and then we'll be jumping into record types that is considered what
Adjectives and Salesforce and describes objects and provides different types for objects. So that would be through record types.
And then as time allows will be covering some newer things on the platform, such as record page settings and permission set groups. Now there were some questions about permission set groups in the Facebook group.
And if we have time, we'll get into that tonight though. It's kind of a throwback to security and if we run out of time. We'll cover that in the later week because I don't anticipate that being on the example at least make you aware of that. So,
Alright, so let's dive in. Alright, so the poll. This week, let me launch that so you can start voting on that is, the options are. Did you complete this week's course assignments.
And officers are yes I am totally caught a second option is no I am behind third option want assignments. If you're not clear on what the assignments are there's been some confusion around that.
And then fourth but not least is yes I'm caught up and I've started next week's assignments. So while I give you time to do that.
Looks like the votes are rolling in. Here's where we were at last week and you should be able to see my slide deck. Still, I'm not sure what it looks like for you. Actually, when we're doing a poll and slides so
Anyway, so 50% of you were caught up last week 33% were behind at this time last week 8% weren't sure what the assignments were and
So, Linda has a question. I'm unsure if I'm supposed to be finished with week three or week too. So the idea is to be finished with a week to
This is the start of week three, so we start things off with the live class and then from there, you do the assignments, which would be my Salesforce.
Lightning admin course assignments are in the curriculum spreadsheet and then the optional trailhead assignments. So this is the end of week to the start of week three
And then Cameron's mentioned in the chat disappointed about sample quiz questions, I would not worry about sample test questions right now.
You're still really early in the process. And this will make a lot more sense as we
Address the various topics that are going to be on the exam and will be addressing things such as security week by week as well. So it's much like ironing. The sure you'll it'll become more and more clear as time progresses. Okay, so
Andrew is asking if I can talk about diversity and profiles and roles. I'll try and do that.
I'm not sure about Bill do that or not because we're talking about customer standard objects tonight.
I did talk about profiles versus roles last week and I'll snap lessons on that in the course assignments and so I'll see if I can find an opportunity to discuss profiles versus roles, perhaps, towards the end when talking about permission set groups.
All right, so
Here's where we were at with the results of the
Poll there so you should be able to see that.
And then another question about assignments by say assignments. Does that mean just to watch the videos. Now, the intention is for you, not only to watch my on demand.
Videos, but also to follow along in your Salesforce instance. So as I'm doing work, I am sharing my screen in the pre recorded the on demand stuff and
The idea is for you to follow along and work alongside of me.
And do that in your own Salesforce instance as well. So that's ideal. You can just watch or you can watch. And then the second time through watch and follow along in your own instance
But it is a good idea to go ahead and do that work and get the hands on experience while you're watching the videos.
So then, with trailhead. And the question I have up that I do have a trailhead assignments. Those are optional, but are a good idea to complete the ones I recommend that you do.
That is another angle that we cover or giving more hands on experience to cover the concepts that I teach live and then with the course assignments and the on demand. So the third pass at that con those concepts will be through trial her alright alright so week to assignment recap.
So last week we covered either live or in the course assignments password security controls as well as trusted IP and login IP ranges as well as the infamous
Question I want to talk about that for a moment and just briefly address that because there was a question that came up either in the Facebook group or email or somewhere. And I don't think I followed up on that as far as wanting further clarification on what happens if you have
Your login our set to end at 5pm what happens to a user that is logged in. That's viewing a record the clock turns to 501
And that is a question I've got a lesson on this as well. In my admin lightning course. But I wanted to go ahead and mention that what happens is, and I encourage you if you're ever not sure what happens
And you're seeing conflicting information online is to set up your own work and test it out it, see what happens. And that's what I did in order to know exactly what happens.
In this instance, is that the user can continue to see the record that they're on. But if they try and save or edit or navigate to a different
Page and Salesforce, they will be logged out there in essence logged out and just whatever static Lee their in their browser or remain there so
some sample questions or quiz lists or flash card, say, Oh, you're in read
Only mode. Well, that's true. For the record, you're on but technically you're logged out is just you haven't realized that yeah because you're not trying to navigate away from that are trying to save the record.
So soon as you try and move away from that page you'll see that you're logged out
Now, other things that we covered last week had to do with identity identity verification history as well as profiles, if you remember we talked about profiles and roles and in profiles, you can set objects Settings tab settings custom in the standard profiles.
And there's a few custom profiles that are available, out of the box in your free developer account.
And then we looked at the role and role hierarchy, as well as org wide defaults and then we discuss profiles versus roles.
And that is the most confused. Most commonly confused topic, and one that comes up in interviews as well.
And you will begin to understand more and more as the week's progress. The difference between the two. And just at a very high level to try to
revisit this briefly is that roles have to do with the individual records that you have access to
foreign object profiles, or where you set the crowd rise to Create, Read, Update and Delete on objects as well as giving permission system permissions and a whole lot more.
We also looked at enhanced profile list views permission sets profiles versus permission sets as well as sharing rules and manual Sherry.
Field level security, which is known as LLS or the acronym for that and we're going to be looking at the level security.
Later tonight when we're creating custom objects and creating custom fields on those custom objects will be revisiting
How to Set field level security in relation to when you're creating a new object and then populating that new object with custom fields.
Then other security mechanisms in Salesforce would be public groups and folder security as well.
And so let's talk about in dive into creating a custom object. And we're going to be getting hands on in Salesforce here momentarily. And I do encourage you to try to follow along.
In your own instance, depending on how much bandwidth. You have and screen real estate as well.
If you're not able to follow along in your own instance as I'm creating a custom object, you can just follow along lighter doing the work in your own or
And the key is just to watch and understand that if you can log into your free developer account and do this as well, that would be great. So with that said, creating a custom object.
It is kind of confusing to know what an object even is if you don't have an object oriented background as far as an object or principles.
And so the way that I try to relate this or explain this to those of you that maybe don't have an object oriented background.
Is to think of an object as a noun and a noun from if you remember in like English class when you first learn what a noun was it's referred to as a person, place, or thing. And the way that I've tried to describe this
Is that an object, much like a noun can be basically anything that you can imagine anything tangible under the sun, such as this.
cup or a cell phone or desk a car and we're actually going to be working through an example of creating a custom object for automobiles, because it's a good use case for
You to understand what an object is because you're familiar with cars at least to a certain degree, understand enough about cars to know
That there's different makes and models of vehicles as well. So this is going to afford us the opportunity to explore different types of animal bills there makes, models and relate that to Salesforce, as far as an object goes now as well. You're hearing me talk about
Standard versus custom objects. So I want to dive into the Object Manager inside of Salesforce and talk a little bit about standard objects and then we will then
Dive into creating a custom object now at Imola is mentioning this their first time in class. And how do I get up to speed. So animal. I would encourage you to go ahead and watch
And try and follow along live as best you can. It may be hard if you've not sign up for your free developer account yet.
But if you do have a Salesforce account that you can follow along in at least just to watch and see what we're up to here.
And then after our live session tonight. I would encourage you to watch the replays in order to try to get caught up. So I've got on my screen here, the Object Manager, you should be able to see
In my own Salesforce instance what is known as the Object Manager, the way that you get there as you go to the gear icon and then select setup.
And from setup, it will bring you to the setup menu and then in the setup menu, you can always just click on the Object Manager tab to bring up the Object Manager.
Now you'll notice that I have a list of 50 items sorted by label. I've got this highlighted here on my screen.
And these are all in alphabetical order. And these are the objects that I have in my own Salesforce instance
Now, you may have more or less than 50 objects in your own or that's not so much of a concern. One thing I want to highlight and draw your attention to is this very right most column on my screen which says custom
Now for custom objects, the way that they're denoted inside of Salesforce, is that there'll be checkmark in this column. If there's any custom objects.
Now, what a custom object is is that it's an object that you've created custom for your own Salesforce instance the standard objects are the ones that come standard out of the box with a Salesforce instance. And so you'll notice
For example, the account object. Now we've looked at the account object, a little bit so far previously in that an account is also known as a company. And if you remember, if we talked about
The whole life cycle of a business to business relationship where you start on the front end with marketing where you attract attention and it sells where you try to close the deals
And then service where you try to retain those customers. The attract, retain retain sales cycle.
If you recall, and the front end of that where you're trying to attract attention in the marketing side of things.
These leads come in and these leads are associated with a company. And then when those leads are converted over into an account.
That account name is derived from the company name on the lead record.
Now this account object is a standard object inside of Salesforce and it's one that's connected to a lot of other objects and the way that you can see
What the different relationships are between objects. One way to do that is inside the Object Manager, going to the object you're curious about, and then going into fields and relationships.
Let's see. So in fields and relationships. These are the list of fields on the account object. Now we will be creating additional fields for some of these objects will be creating here momentarily. But these are
Fields that come out of the box on the account object. And there's a lot of them. And you notice that they have different field types that are data types, I should say.
Now, for example, the account name has a data type of name whereas account number
Is a text field that's 40 characters long. That's how you read these is that it tells you how many characters long. Some of these are as far as how many characters. It allows
Now, for example, as you get more familiar with the different data types of fields in may wonder, well why would an account member have the data type of text, instead of it being a number field.
And that would be to allow for users to interrupt alphanumeric characters. There may be instances where you need an account number
To have some letters in addition to numbers. So you've got to start to think through as your solution on the platform.
What are the requirements for the possibilities and not be too restrictive. And as you get more experienced it'll become more clear and sometimes as you build things you test it out and you get feedback and then
It's upon further review and use of an app that you build that users will say that they need further functionality. So you can always change the data type of any fields that you create. For example,
But some of these are related. These fields are related to other objects inside of Salesforce I've highlighted this one here, the account owner field.
You notice that this is a data type of a lookup, and it looks up to the user object. So each account is owned by a user in Salesforce, which is a separate object user is an object that
Is related to the account object via the account owner field. Now, there's a whole long list here. We're not going to go real in depth at this point on the fields of the account object.
The idea is for you to learn how to navigate to Object Manager, because you will be spending a lot of time in the Object Manager.
And you will need to learn how to navigate this and know how the Object Manager works.
Now, regardless of what object you're working in. We just have to be on the account object right now.
You typically have the same links along the left top left hand side. I mean, fills the relationships going down the left here, this is just boring.
There's page layouts and you may have one or multiple page layouts for an object. So when you think about, you know, one is an object.
And object is a placeholder for these different fields and relationships and ways of capturing data.
And then from the user interface side what these are actually sees, they would see a page layout.
Now in these page layouts. I'm just going to click on one for an example to show you what this looks like.
You have all these different fields that are visually represented on the page layout.
So you've got the fields and relationships link on the left to get into the actual fields themselves. And then the page layout is where you can rearrange where those fields appear for the end user.
Now other links, such as lightning record pages is if you build some specific page that is
Specific to lightning and will be going more into lightning record pages in the next week or two, but those would be housed here if we had any buttons links and actions you have a lot of standard functionality on most of these objects here as far as deleting a record or editing.
Or record, creating a new account. For example, if you recall, I've said previously that a common refrain with technical writing or software design.
And even thinking about profiles, as far as the crowd rides what you typically do with software is you will be interested in learning how to create a record that belongs to this object.
And then you'll be interested in learning how to edit that record and then how to delete that record. So it's typically is create, update, delete, and so the credits have to do is create Read, Update and Delete. Okay.
Now, a couple of questions coming in. Blair saying only custom profiles can access custom objects, right, that would be incorrect Blair.
We have this concept of standard and custom profiles and then there's the concept of standard and custom objects. I'm looking at a standard object right now, which is account.
And then there's also standard and custom fields now.
You notice that there's a few of these fields that are underscore, underscore, see which leads me to Wayne's question why are some fields ending and underscore, underscore, see, I thought those were once made
A customer by seeing them in a new order. So this is a common point of confusion lane, and I was good. They bring this up because I think it'd be good to mention this as well.
Is that this field that I'm showing here customer priority underscore, underscore, see that is known as the API name that is what is used behind the scenes by Salesforce.
To refer to this field. Now what the user sees is in the label calm, which is customer priority and typically there's pretty close relationship between the two in the label and the API.
And the reason that you're seeing custom fields that are brand new developer or is because it is a developer org. Now, if you were to go and sign up for a free or not free. If you were to
Pay a subscription fee to sign up and implement a new like enterprise level or give Salesforce, not a free developer account but one that's just a clean slate.
There would be no custom fields what Salesforce does. And this is a little confusing with the free developer accounts.
Is they have your standard objects and then your standard fields, but they also in the free developer accounts have some custom fields as well.
That's because of these free developer accounts. It's a fictional company that you're working for that sells generators
So you will see a lot of data that's populated or in the products object for different types of generators and you see those
Products represented as well. And some of that information related to generators, especially on the opportunity object. I'm going to show you that. And there's a lot of
custom fields on the opportunity object. I've gone into the Object Manager on opportunity. And you'll notice that there's a field called current generators, underscore, underscore, see.
This is like a starting point with some customization to is so this is not a standard field is a custom field.
And also Salesforce gives you custom profiles in the free developer account. So that's kind of a long answer, but hopefully that makes sense, you would not see this in a real world brand new and fresh enterprise or you see these in the developer accounts. It's just like a template.
Alright, so let's do this. Let's get back to the slide deck. So we talked
About objects being like a noun person, place, or thing. And we've talked a little bit about custom versus standard objects. Let's look at how to create a custom object.
And a few tidbits or notes here will be going through all this live and I want you to follow along if you can
Is that will will be creating this custom object, the object manager and I mentioned previously, that a good example of a custom object to create would be automobile and we're going to do that.
Will be entering a label or a name for this object. And when we do that will notice that it is the noted with underscore, underscore, C. So in our Object Manager. Once we create the automobile object.
We will see an additional on track record there the custom checkbox will be checked in that far column will see the underscore, underscore, C for the API name for that object.
And then as well, we're going to be dealing with are discussing want we should set the name field as as far as the field, type, whether that should be a text field or an auto number
And then as well. Some optional features. So if you are able to follow along, do so if not just watch and then follow along in your own or after the fact, during the replay.
Now, to create a custom object, you'll go into the Object Manager and I just went up a level where the breadcrumbs here and in the Object Manager, you have your list of objects that you have available. I'm going to click the Create button. Now there's two options here.
To either create a custom object or you can create a custom object from a spreadsheet now.
If you have a spreadsheet, full of a lot of records you could opt
To create this custom object via spreadsheet and what it'll do is it'll try to create the object and all the corresponding fields for each of the columns of the spreadsheet.
And discern the types of data in those columns and assign the correct field types. That's a little bit more advanced and that's not
On the admin exam. And then as well. I think it's a good idea to learn how to manually create a custom object before you go down the path of creating a custom object via a spreadsheet. So let's click creating this like custom object and then
We will give a label for this new custom object and you could call this car or automobile. I usually just do automobile.
Done this example. A few times now. And this live class because it is something you can relate to. And with the different types of vehicles out there, automobiles. It's
Relatable. Fortunately, so the plural label and this is just a form so force of how to refer to this object that you're creating whenever it's a plural instance, such as a list view of multiple of whatever this thing is, and
In this instance, it would just be adding an S. But if you were tracking ox or oxen, then you would put the label as ox for singular and plural would be awesome. For example, and then as well.
I feel like Salesforce should be able to tell if this starts with a vowel sound or not. But you've got to specify if it's a vowel.
So that whenever this object is referred to Salesforce knows whether it needs to say a automobile or an automobile. So since we're saying it starts with a vowel sound.
It will produce the and we'll proceed. The name of the object whenever it is needed to refer to this object. So you can always add a description to objects as well.
Try to be descriptive. I'm just doing something basic for sake of time, and then I leave the default for the context sensitive help
Now you can actually create your own contact context sensitive help for this object and what context sensitive means, if you're on an automobile record and click on help
It senses the context of the screen that you're on it will provide you with health related to your custom object, but to provide
That context sensitive help you would need to create a visual force page for that content and then selected from here.
Now we've not created any visual force pages, but just so you know you can provide context sensitive help for your custom objects by come first creating visual force page.
Or changing this later if you want. So we're just going to select to open the standards Salesforce com helping training window. Now, for the record, name.
It defaults to is populating the name of the object. Why we typed in space name that's kind of redundant. And so a lot of times in these instances, I will just remove the object name.
And just leave the field label for the name field to just name. Now here's where it gets a little bit interesting. And you need to think about
What data type you want to use for the name field and the two options are either text field or an auto number field. There's instances where you want your users to provide a text name for records.
And then there's times where the name field really doesn't matter. It just is something that is required, though.
And if you do auto number and we show you what the screen does when you do that, and this is what we're going to land on
Is we're going to just auto number these is because, for example, if, if we worked in a car dealership and we were tasked with entering in the entire inventory
Of our dealership and we had thousands of cars, let's say, of those thousands of cars we have dozens of Honda odysseys. For example,
How would you determine what to call those dozens of Honda odysseys. And how would you control your various users and Salesforce entering in.
According to a certain naming convention. Now you can tell people, okay, you need to uppercase. The first letter of the name. And I want you to put the year
And the make and the model in the name, but even then it's like, well, what about the color. Should we put the color in the name as well.
And what if someone misspells Odyssey or someone lower cases, the H and Honda. And what if there's duplicates. And so this is an instance where you would just want to do auto numbers because it doesn't matter what the name is now if you were dealing with
And created an object where there weren't a lot of similar like kind of things.
For example, if you were created a custom object around employee. And let's say that you were the head of HR department and you wanted
To not only have your users have a user account in Salesforce, but you also wanted a custom object.
For your employees because some of the people may not be a Salesforce user and you don't want to just populate them in the contact object.
But you want to custom object that has devoted specifically to all your employees than the name field, it would make sense to put their name in there. You don't want to do an autumn number for people, for example.
So just think about for the naming of these records that belong to this object is an important to know the specific name.
Other examples of where you'd need the name is if you're creating like an IMDb clone app for movies.
You would want the name of the movie wouldn't want an auto number that would make any sense. Alright, so what you can do them for auto numbering in the name is I typically just copy the example here.
Because I will give you the proper formatting and syntax for the display format. And it's a dash and then inside those brackets is the number of
Digits for the auto number right now it's four digits long so it could go from four zeros up to four nines.
If you want to add additional numbers to allow for greater number of records, you can add a few more zeros. I've just added two more.
And then as well. You can specify a starting number, much like the starting number of your check or when you open up a new checking account from. Let's start at 1000 or 10,000 or hundred thousand
Or nine or 58 or whatever. I'm just going to select one. So, whenever we create an automobile record it will have a display format of a dash and then we'll have a series of six digits for myself and it'll be 000001 because I'm starting with want so
Now, Vikram has a question. My or does not have this starts with a vowel sound check box.
And also he sees a gender drop down with feminine and masculine available values.
So if that's the case, then you don't have English as your default language or it has to do with the locale that you set
So because of the combination of myself. Setting my locale as US English and my default language as English. I think it has to do with the locale.
Or minutes the language or maybe both. But if you see something different than is because of the language settings and or the locale settings. So that's what I do this. All right.
Blair. That's a good point. That does go with my
Now an example as far as the whole
Is this singular or plural and does it start with 1000 sound or not. Yep.
Jerry saying can you change the value to increase the eight zeros or do you have to recreate the custom object.
I believe that you can change the display format, but I'm not sure once it's set. You may not be able to change it. I wouldn't recreate the object. I'll try and test that out and see if we can change it after we've created it and we'll see
Alright so optional features. I always just check all these because
I am of the opinion is better to just check everything and get all these optional features and then remove them from the page layouts, or the settings later if you don't need them.
And there's a handful of things that are only available upon creation.
Which would be these down here at the bottom available only when custom object is first created that would be the notes and attachments related list to the default page layout.
And launching the new custom tab wizard. After saving this custom object. If you don't launch the custom tab wizard. Then you've got to go. And remember to create a tab after the fact.
Now a few other things to know and I just make sure all these check boxes are checked is to allow sharing of the object to allow bulk API access and allow streaming API access
And then in the deployment status. I just checked deployed so that it is available to users if and typically you'll be creating
Custom objects in a sandbox. If you were, for whatever reason, if you didn't have a sandbox and all you had was your production to work.
This is where in development comes in handy. Is that you, as an administrator can see this object as you're building it out and building functionality.
But other users can't see it until it's in a deployed status, but we're just going to leave in deploy status allow search and then make sure that these two check boxes are checked.
And then we're going to click Save. So this then launches the custom tab wizard, and this is a three step process. If you don't
Specify to launch the tab wizard. Then you won't see this and then you would have to go in and create the tab later. So for the object automobile, we need to select a tab style.
And typically, any clicking on that will bring up this pop up of different icons or tab styles and I typically will select a car because it is an automobile.
And I don't really worry about a description for the tab and just click Next. Now, here is where we get into profiles. Now you notice we're talking about
Custom objects. And this is in the knowledge very specifically for standard and custom objects.
But because we're creating a custom object. One of the things we need to specify is which profiles are able to see this object.
Now this is step two. This three step wizard of the TAM wizard, and we can either apply one tab visibility to all profiles and we can select
Default on default off or tab hidden or we can apply a different tab visibility for each profile. So we have default on for all the we could change this to where it's only available for a handful of profiles, but I'm just gonna leave it wide open and default on for all profiles.
And that is the
The profile settings for the tab. So in each of these profiles, then
If we were to go to this object this automobile object, one of the things the profile settings for that object would be the tab visibility. Now you can change this later on a profile by profile basis.
So it's always a good idea to try to get this right. When you first do it. But when in doubt, I tend to have things
More opened up and then restricted down if told to do. So rather than have things really locked down and have to open them up individually.
And that's this more personal preference. Alright, so the next we want to include the tab potentially
With an application. So the previous step was making the tab visible for the profiles. Now what applications, if any, will this tab appear
Now remember an application or the app is just nothing more than a series of tabs and screens and Salesforce.
Now because the tab is visible, we can get to this tab via the app launcher. Some call it the waffle is the three by three grid that I'm
Hovering over here. If you click on that they'll take you to all items you can find. Once this is done, being created.
You can find the automobiles tab there but you could include it as well inside of specific applications so that you can when you're working for example in the sales application.
Or the service application, you would see then automobiles as one of the tabs. Now I'm going to look at all of our applications here.
And I want to include it in the cells lining application. So when looking for specifically the standard lightning cells application. This is the API name for the app.
These ones up here at Top top our applications for classic the lightning specific applications are the ones that have lightning in the API name. Typically, and this is also some customization.
That Salesforce has done in the free developer accounts. So I'm going to select standard lightning cells and
We'll just leave it at that and click Save.
Now you'll notice that I'm in the automobile object off of the Object Manager and we have all these different links along the left hand side, much like we did for accounts, but this is a custom object.
We know it's a custom object because we just created it. And also, and other hand or clue that it's custom would be the underscore, underscore, see that appears in the API name.
As well as the custom checkbox being checked. Now why that matters is if I go up a level with a bread crumbs here, selecting Object Manager, you will see and I need to
Okay, it took a minute to refresh. And you may need to refresh your screen to see if you notice
That I now have 51 items in my list here. I did have 50. So I do have my custom object, you see the double underscore see right here for the API may
See the description and also the checkbox for the custom object. So if you're ever over time as you develop more and more objects and applications on the platform or if you inherit and or with some history, then you can sort or you actually can't sort. I thought you can sort this
Maybe used to be able to. I thought you could source with all your custom objects would appear at the top. So, never mind on that. Alright, so
That was the process of creating a custom object. What I want to do is revisit our slide deck and make sure we covered all that and then answer a couple of questions before we do our 10 minute break, as well. Let me get that ready to go. So we're not wasting time there and
Alright so few questions.
Alright, so question related to those custom fields that we saw previously out of the free developer account Wayne asked. So do you have to be careful.
With those fields, not to lean on those filters you do the same thing.
Live. So, typically in a real world instance, you will be testing against your own org or in a sandbox, you won't be dealing with those kind of
Fake or template ish type of custom fields, but you do want as you're doing testing.
To be in a sandbox environment that replicates what you have in production plus any new things that you build so that you can verify that things are working correctly.
And then you deploy what you have from the sandbox into production or you deploy to like a QA environment or user acceptance testing you at environment.
And then you migrate that on up the chain, until eventually it's in production. Now, when you do push things to production, though. You want to make sure that those custom objects are in a deployed status.
I have deployed things before pushed it to production, and then I don't see it. And it's because when you push via change sets sometimes and I don't know why. Sometimes it only
Pushes it in a in development status instead of deployment. They want you to manually go in and deploy it as I post migration stuff.
And then Wayne's asking, are we covering sand boxes in this courses of beyond that you don't really get into sandbox is in the admin.
Exam. I do go in depth on sandbox is my platform ad builder course and someone in my boot camp course. All that's available on the micro MEDIA PLUS
Platform and it's hard to demonstrate sandbox is because those aren't available on the free developer accounts, you have to have a production org and then you have to have a sandbox can make do with it. So,
And then Matt is asking has page layout is giving insufficient privilege message. Why is that not sure why would be many unless you don't have a setting on your profile set right for being able to see those
page layouts, so you can follow up with me by sending email support cloud Career Coach com with a screen capture. It's kind of hard to troubleshoot that on the shirt, what it might be. And it may depend on if you're in a free developer account or something else.
Maggie's asking can you rename an object. After you create it. Yes, you can. Let me show that real quick. So let's say for example, if we wanted to.
You can change the label the plural label the
API name would be
Here so you can rename that as well. So you can change all that. There was another thing we're going to look at all. It was the
display format so you can add additional characters to your display format after it's been created.
Now, the question would be, would you be able to do that if you already had some records that belong to that object. I believe you still could at that point you can do that as well. So it looks like there's a few more questions.
Maria's asking if you forgot to do the tab wizard. How would you go in and do that later and how you would do that is going into setup.
And then I think it's custom tab.
Let's just search for time. Alright, so under user interface is a selection for tabs.
And then, OK, so the custom object tabs is where it would display so you would not have this here. If you missed the checkmark for
The new tab wizard. So then you would just go in and click New. And then it would be much like a three step wizard is just
Outside the context of the new object creation. So that's tabs and then under custom object tabs. There's other types of tags. You can create as well. So this would be a custom object tab.
One other thing to mention, and then we're going to take our break and then I'll try and answer some questions during the break. There are a lot of ground to cover in the second half as well is that now that this tab is made and
We can see it's here under all items and that will take us to the automobiles tab.
And then as well. You can access the automobiles town from the sales application which I was already on the cells application.
But let's just test that out by clicking cells and launches the cells application.
And in all the different tabs here for this sales lightning application and then under more we have automobiles usually have pins.
That tab to the very end of all the different tabs that are available for the application. So clicking on automobiles will then take us to the automobiles homepage, which is a list view of recently viewed automobiles, which there are not so let's take our break and
Let me think about this trying to think how to do this. Alright, we're taking a break and then I'll try to answer some questions during the break, we'll see you in 10 okay let me do this. It's just a YouTube video. But let me share that
Here we go.
Alright. Welcome back. Hopefully,
Yep. Alright so that was shown up on that screen, but oh
Hi. So Kathy had a question about
She previously created a custom object, but do not correctly specify if it should be visible to all roles. I think you mean profiles and not rules. How can I do that after the fact.
So if you want to change the visibility on an object after the fact, if you go into
The Object Manager, now I'm on the automobiles tab I clicked on the sales application than the automobiles tab I go into Edit object, then that takes me to the Object Manager for the object that I'm wanting to make some changes on now.
You can't really make changes to the security here. I wanted to kind of verify that and show you that. But what you can do is
Go into setup by clicking on the Home tab.
And then under profile.
And the pain of this is unless I'm forgetting something. I was like, surely, this isn't the case. But usually it is is you got to do this on a profile by profile basis. So if you go to profiles and select
Let's select system administrator
Oh, whoops, the
And then it's under object settings. And so it's there that you would go into automobiles.
And you could edit to the change the tab settings as well as what are known as the crowd rise to create read, update, delete, so if you have no access on a profile learned these would be checked. You can go in and change that.
This is really annoying that showing up. So move this
Okay, so press Escape to show the controls. So that's how you would do that is you would go in profile by profile. So it's always good to
Try and get those set correctly upon creation. All right.
Alright, so we covered creating custom objects. Let's get into and then as well the tabs for the custom object and applying the tab visibility by profile as well.
And then let's create some custom fields. I want to talk about the need for some of these custom fields that we will have
So there are some standard fields that are created automatically when you create a custom object. We'll look at that momentarily, and then
I'm going to talk over briefly the custom fields that we need to create and then we're going to create several of these
Such as mileage and if you think back to this record this object that were created automobile and if we're a car dealership, we need to record certain information around these vehicles such as the mileage, the
The year of the vehicle which and the VIN number. And one thing that you can do as far as for the year of the vehicle is you may want to use
A filter for data type of texts and stuff number and because if you use number then depend on your locale settings you may have instead of the year 2020
And just showing us to 020 it may appear as to comma 020 so you want to use text. Avoid commas in numeric fields.
The date of the purchase of would be a date field of the price of the day, people would be currency field. And then we're going to go down the path of creating a couple of basic pick lists fields as well for make and model and
So let's dive into that.
So we need to go back to Object Manager and clicking the Object Manager tab.
And then thank you to Duane for
Providing the links for a Mullah for how to catch the replays and you should have
Emails on the replays as well. And when we're done live as well. I always post the replay to the Facebook group send out an email to all the students for
The replay along with the password and all that. But when in doubt, if you're not sure about something you can always email support cloud career coach.
Com. So let's go to the automobile object. And let's create some of these custom fields. I'm going to go kind of fast you fall behind. Don't stress, you can catch up the the replay.
But let's go to fields relationships for the animal bill objects. This is our custom object that we created. And there's a few standard fields that were automatically created upon the creation of the custom
Object. I'm just thinking, Hey, here's my our glass in that lovely so just noticed. So in the new office. I've got my baseball back here somewhere. But that's kind of a new add on that was a recent gift. The our classes so alright
Alright, so the standard fields are created by last modified by the name field which. That was our auto number field. And that's something that we had to specify their auto number or text.
And then the owner fields. So the three main fields that were created automatically that we had no intervention with or specification
With our look up fields for the user object. And that's looking up to see who is the user that created this automobile record, who's the user that last modified this and who's the owner. Now, the user
This can either be user or group can be the, the owner of
These automobile records. So now to create new fields we can click on new filter relationships, whenever we're on the automobile object and we can, we may want to record the mileage of the vehicle.
And mileage we're okay with commas. So 1000 Miles would be one common 000 you at least in the American English, a locale. It may differ for you, but I'm going to specify this as a number Phil and click Next. And we'll say that this is my lunch.
The length of this, I'm going to make this just six characters long. I will allow for up to 999,999
Miles and then typically on an odometer you may have a 10th of a mile recorded, so we're going to allow for one decimal place for the mileage
And then whenever you're creating a custom field, you can always add a description for these fields, if that's to help the administrator those behind the scenes to know what this film does the help text is is
That appears in the user interface so that if you have
Health tech specified on the field that when a user hovers over the question mark next to that field. It will provide a question mark. But it filled and provide additional help for the user to know what is this field asking for. I'm just going to enter this in as an example.
Now a few other designations for a field as you created is you can specify that this be a unique value.
And as well make it required or not. Now to make a field required. You just check the required checkbox and then in the user interface, it will have a little red bar next to the field and that will signify to the user that they have to enter a value.
In order to save this record. So let's say that we want to make mileage required. Now, we would not want to make this a unique
Feel to not allow duplicate values because you may have multiple vehicles with zero miles or one mile or 10 miles. So we don't want to force this to be unique and also we don't want to have this be an external ID.
Where you would use an external ID would be for example of VIN number. Those are unique and also those may be in a separate system. And so let's say you had an enterprise resource.
Planning system earpiece system and you had all of your vehicles there and they their unique identifier was the
VIN number. And let's say that you wanted to be able to integrate between the two systems, you could
Set this as the unique record identifier from an external system. Now you wouldn't do that for mileage, you may do that for VIN number or some other like serial number, for example.
In those instances you would check this as an external ID and then that way you can use that External Id feel as a way of doing updates and tracking that back. So if you have an export from another system.
You could actually look for those records to update inside of Salesforce based on the VIN number in this example. So, but we're just dealing with mileage right now.
And you could set a default value.
I'm not going to do that. I'm just gonna leave it blank. A lot of times when you have a default value in a required field users will just leave it, whatever it is, and click Save.
So if you want to get good data and make it required and blank so that they have to enter something and they've got to think about what they're entering
So Clicking Next. Now here's where we get into field level security on the
New custom field that we're creating. Now you notice that the field level security is set at the profile level. It has nothing to do with roles or the role hierarchy. This has everything to do
With who can see this field by profile and then is it read only or is it read right for them. So if we were to now.
One note is you cannot check. Read Only if it's a required field and I made it a required field in a previous step. Therefore, it has to be visible to everyone and has to be editable.
Because it's required it would not be nice of me to make it required and then make it invisible for user. Alright.
So click Next. And then the final step is adding this field to the page layout, this is also another very powerful thing. They just kind of is easily glossed over not appreciated with Salesforce.
Is if you think about this. We created a custom object and it automatically created a page layout for us as well for that custom object and included all the fields that were
created automatically, such as the own by the last modified by the created by
In the Name field. We're adding a new field to that page layout called mileage. Now we could exclude that if it wasn't required
But it's not. We can't change that because it is a required fields therefore has to be on the page layout. Now we could click Save and say we're done, creating fields here, but we'll go ahead and click Save and New. And create a few other fields such as
Let's do another number field. And let's do the VIN number now selecting number for the field, type and then clicking. Next, and we're going to call this event.
It's 18 characters long. I think event is typically 18 characters long known decimal places and
We could set this as an external identifier with another system so that we can then do updates to these records based on VIN number instead of having to find the Salesforce ID for these records.
And click Next. This one is also
I did not make this one required. Okay, so we're just gonna leave it at that. So the default here is that it's visible to most profiles, but not all, and it is editable. For most profiles. Now, we could say, we want to make this read only. And it would then check
Visible for whatever profiles, we make it read only for uncheck that though and just make it visible for all profiles and editable. So it's editable. If it's not checked as read only and click Next.
And we will add this one to the page layout as well and click Save and do
Now another typical numeric field would be here. But as I mentioned, we want to do that as a text field instead of a numeric field to avoid there being a comma in the year 2020 so I'm selecting text.
And we will say year the length of this. Now this is a text Phil non numerical so there's no decimal places, and we are going to just allow for four digit years we're going to assume that our app that we're creating will not be used in the year 10,000 so we will have a
Why 10 K problem on our hands in 1000 years but we won't be around to worry about. So
That's the year field as a text field will make this a required value.
We're not going to worry about unique or external and click Next. And since it is requires visible and editable for all profiles and it also has to be on the page layout, say, the new let's do a date field for the purchase date.
You could do date and time, but we don't want to be that specific down to the minute that this was purchased this would be when our dealership purchase this like an auction or via trade in or whatever. At what point was this entered into our system basically
Having out there populates API name.
I may do a default value. Now one thing with these formulas like if I want to just populate today's date as a default here.
There is this example of this formula for seven days from today and you can copy that if you want to sit back to be the day
But I'm just using the day and then opening and closing parenthetical
And I don't know why you can just say today and Salesforce now. Oh, you want to put today in there. Let's see if this will work. I've got today. And then the parents articles. Let me put that in the chat to all panelists and attendees.
And that's what that's like.
And then I just noticed, Daniel, you put this in the chat. And so the Q and A's fine, but this is going back to the length of a numeric field.
And you were saying that you thought the links include left and right of the decimal. That is incorrect. I'm pretty sure
The length has to do with left of the decimal. The decimal places, has to do with the right of the decimal. Now, in this instance, we have a text field, but I know you were mentioning
Prior field. So I wanted to catch that, because I just happen to notice that. Alright so next and I see a few other questions from people. I'll get to those momentarily.
And this is the date purchased. We're going to just leave the defaults and click next and then adding this to the Page Layout save a new Alistair currency, Phil.
I'm trying to get a variety of data types here for these different fields and also to be a little more realistic for
records that you would be entering in. If we didn't have all these fields. Then if you went to create a new automobile record.
All I would do is auto populate the auto number field, and you wouldn't be able to interrupt. Anything else not very usable so want to have some fields here sort of a currency field.
And we'll just call this the price and what we can do. Daniel etc is we can test this out whenever we enter in a price.
Will do a length of six in case there's some hundred thousand dollar vehicle and decimal place to
So we'll see if that is indeed. I just love. Yeah, it says numbers number of digits to the left of the decimal point. So just says if they're in their face. So I was thinking. All right, so click Next and we're about done with creating the custom fields.
Next, and save
All right. Couple more fields. I want to create real quick just for grants now. But before we do that, we're back in the fields relationships because I click Save instead of saving new here now are our fields and you see that we've got different
Data types here, such as currency and number that we said as External Id text.
So we've got some variety here. Now I want to create a couple of pick lists fields for make and model. And this is a, a, this will afford us the opportunity to not only look at pick blissfields but a conditional pick list setting as well.
So Vic room is asking when you want to make the van as unique. Yes, you would. I did do it as an External Id unless if we can go in and change that to also require that to be a unique value to avoid
That. So we're changing that also to be to not allow duplicate values good mentioned there. Thank you for that. It's going to click Save. So we've fixed our vent to require that those be unique values. So if we go back into filter relationships.
Another point to make them and my newest mentioning this has to do with the locale as well is depending on your locale. You may have a currency filled
Out of the box. Whenever you create a custom object as well. So some of you that see currency as one of these fields.
And fulfilled labeled currency, where you have to specify all that has to do now with the locale, but you've enabled multiple currencies in your org
So if you see a currency field here, and you've not created a field that's called currency and has a list of currencies.
If you see that, then you've been able multiple currencies and you've specified which currencies your org supports in mind that I'm demoing from I've not done that. So, therefore, there's no currency feel
The idea would be if you've been able multiple currencies, then you could associate a currency with a vehicle so that one would be in British pounds and other would be in US dollars for example. So, good stuff.
Alyssa, but you don't want common invention and be text. I thought it was text I did it as a number that's right. Let me edit that. So good catches here so
I've only made two mistakes on this one field, that's all. So here's where we change the field time and this is all real world stuff where you think I'm going to do this as a number, but as
Alyssa rightly mentioned Vin numbers will also have text as well. So we're going to change this to text.
And click next and then the length will be 18 or we know decimals. Where's our length. Let me say this. Okay, so the link for the
No decimals will click save. And so now I think our vision is right. I hope so. Thank you.
Everyone's looking out for me. I appreciate that. If only you guys were there when I was working various jobs and struggling. All right. Any who pick lists feels let's create those will do make and then we'll do model so
There's a couple of different options. There's pick lists or pick lists multi select, we're just going to stick with a singular selection pick lists where you can only select one of many instead of multiples and I'll click Next. And this will be for the make of the vehicle.
And we want to enter values which
Will separate by line, and it doesn't really matter what you do here. I'm not a car person at all. I'm just going to Ford
Chevy and we're just gonna leave it at that. Ford haunted Chevy and you can change the orders of the display them alphabetically instead of the order that they're entered. I'm just gonna leave it this and just leave the defaults here and
Require a value in this field, in order to save the record and click Next. Since there is required. It is visible and editable or going to click Save and New. To do and another pic list value.
In this will be model.
Or model, we're going to enter values. So I did Ford, Chevy and Honda. So we're going to do a
I'm thinking of vehicles either that I've had. Or I have on the Odyssey. Oh boy. Here's where I misspelled honesty and Chevy spark right but I've got all three of these here and this is where we're getting into the conditional display will begin an event here momentarily.
And I want to require value here as well. Click Next is requires visible to all it's editable by all and click in save because that's my last pic list value.
Now let's before I do feel dependencies, which is via this button. Let's go ahead and create an automobile record. I'm going to go into a separate tab here.
Where I previously pulled up automobiles. But what you can do is you can
Click on the app launcher and then right click to select your cells application. If you want, in order to get your automobiles tab.
In a separate tab. If you right click on it or select automobiles from the all items. I'm just going to close out that those. So just get to the automobiles tab one way or the other. And we want to create a new automobile.
And I think it's a good idea to understand why.
We need Phil dependencies and why they're important. So in this new automobile. There's no name field that's editable. It's going to auto number. Once we save. It'll be a dash zero whatever one and the mileage. Let's say we have one mile the VIN number
I think that's 18 characters. Now, you can always do and build out those validation rules to prevent some entry like this.
Well, I was going to try and do more than four characters by six limit to four character so it prevented me from doing that, but
You could do
This for the year, because it's a text field. We don't want that. So we'll look at validation rules here momentarily, but it's going to be a good boy and enter 2020
THEY PURCHASED defaulted to today because of that formula that I shared in the chat with it today, plus the parents articles.
You know it's changed that that also would be a good validation rules to make sure that's purchased sometime in the past and not allowing a future date and that Phil price. Let's say that we spent
$20,000 on this to put it in our inventory in the dealership to currency feels so based on my default currency that have said it will display accordingly.
The make and model here is where you would want dependency, so that if I selected for, for example.
You would want transit to appear, but not Odyssey or spark. For example, I'm going to enter in an incorrect thing afford Odyssey instead of a Honda Odyssey and click Save. And so you see how the lack of field dependencies, allow me to enter in some bad data now.
What we can do then is we can go into our object, and the object manager and fields and relationships and
Select filled dependencies. Now, clicking on Phil dependencies will show us and we have no Phil dependencies crew yet. And these would be what I noticed dependent ticklers pick list.
So depending on what selected in one pick list will determine what's available to us in another pic list. So let's create a filter dependency by clicking new and then you have your controlling field and you're dependent feel
Like text here that is insightful not going to worry about all that right now, we're just going to focus on the task at hand of we want the controlling Phil to be the make and then the dependent field to be the model.
Now, once we set those to the the controlling and the dependent. Then he knows that the makers here across the top and there's Ford Honda and Chevy and then the model is transit Odyssey and spark. So what you can do is
Click to highlight transit for Ford and select include values. And then for Honda you want Odyssey include values and then Chevy would be spark include values and then click Save.
So it's a one to one relationship oftentimes in the real world, you may have it'd be a many to many where you may have
Some overlap between the selections. Now if we go back in and let's create another automobile record and see how it's different. I'm clicking the down arrow next to the automobiles tab and clicking new automobile. Now for our new audible bill will put in the mileage
Then it's up to 18 characters long, but it can be less than this instance, you could do a validation rule to prevent it from being too short.
You're 2028 purchase all we've all that alone price is not required. I'm going to leave it blank. So now here's our controlling pick lists fill in the fill dependency. So I select forward, I should
Wait, let me cancel out of this and refresh. Okay, so here's where I'm not a big fan of lightning. Okay, I made a change. And then I went to separate tab without hitting the server again. It's so it's pulling in from cash the previous new record screen. So I'm going to click Refresh.
And then it will pull in the information about what happens if I click New. Now for a new automobile. If I click the down arrow and then new automobile.
Let me create this now.
Now you notice that the interface looks different. Okay. It says, You think gives you the ability to view all dependencies. But you notice model is grayed out until you select something for the mic. So if I select forward.
Then the one and only option is transit if I change it to Honda then it changes to Odyssey. If I select Chevy, it'll change to spark so that I can click Save and beyond with my married life.
Now one thing to note about Phil dependencies would be that if we go in to our previously created record before we haven't
Filled dependency. It doesn't retro actively fix erroneous piglets values that are outside of the pill dependency scope. That means that my Ford Odyssey still exists, it doesn't go with scan the whole or clean all those up. I would have to go in and click Edit Go in edit mode and now
I can select transit because it's the one that is selectable is still shows Odyssey, because that's what is currently housed for this record. Now if I try to save it with Odyssey. Let's see if it'll let me
Yeah, so basically saying you made no changes and it just reverts back to how it was, but I can change this to Ford Transit click Save and now that is correct.
Lots of questions we're up against time
Let me look here and see
What to do what to do. So there were there were a few things I was going to discuss that were newer related to permissions that groups. This is something I hinted that last week and in the intro. I think we have time to do that.
As well as some changes to page layouts. But I do want to do is look at validation rules still and record types was going to take a while.
Zeke freed is asking how to Salesforce determine which fields are indexed. Some of those are done automatically. I think you can. Oh, I think if you set filled history tracking and or chatter feed tracking on fields, those will be index for greater performance.
Mean dismiss this
Lots of good stuff here.
So Daniels noticing that his first automobile was a dash 00000 in mind started with zeros, and then a one I specified my starting numbers of one you probably specified you're starting number as a zero or left blind, Daniel. No big deal.
Saying it's not showing up. I'm not sure what you're referring to there, Patrick. Alright, so let's look at validation rules, real quick.
Let's say that
For price we want users to enter a number. Great. Let's say that there's a floor for the price to where we know that will never buy a car for less than $500, for example.
So what we can do is we could go in and the way that I go into validation rules is through the Object Manager for the object validation rules are created.
Are created at the object level via the Object Manager. So I'm going to select Edit object.
And that will take me to the automobile object, and the object manager and then along the left hand side are the validation rules link.
There are no validation rules out of the box. When you create a new custom objects. So it's blank. We can click New. To create a new validation rule. This is to validate that the data that's been entered in the field is correct and not bad data. So let's say let's call this price floor.
And we want to give a description that this validation rule bare
Is at least $500
Nothing like doing validation rules live always makes me nervous. Alright. Insert filled I clicked on the Insert filled
Button and then we want to select the animal bill object and then we want to validate the data that's been entered against the price field and click Insert
And here is where you see the API name come into view. And I've mentioned before, the API name is used whenever you're developing on the platform one instance would be creating formulas for example for validation rules.
So we have our field and we're wanting to check to see is
Is the purchase price $500 or last. Now this is a little confusing because the formula expression when it is true we wanted error to appear.
To me a long time to think about this correctly because I'm wanting to verify that the price is greater than 500 so I would typically go oh it's greater than 500
But what that would mean is that would be the ceiling of the price we wouldn't allow for anything greater than 500 because it would throw the error there.
So what we need to do is we need to put in the operator of less than you can click on Insert operators like less than or less than or equal. I'm just going to say less than and then $500
Check syntax no errors found, I always love it when that happens. So
Then we need to specify the error message. What do we want to show the user if they do enter purchase price that is less than $500 if it's less than 500 it will the expression or the formula will evaluate to true. Therefore, the air will display.
In the purchase price is $500 and then you specify where you want this error to display and I want it to be at the field level and not just at the top of the screen.
And you can actually have multiple validation rules across multiple fields and so
You usually you want the air to appear at the field level so that if someone has errors and multiple fields. They see exactly which fields. They have incorrect based on all the validation rules.
On this object. So I'm specifying the date purchased, not the date purchase the price filled and clicking Save and then we want to make sure that it's active, otherwise the validation rule will not work. So now we can go into our automobile tab and lets
You could create a new record. I'm going to go in and edit an existing one and try and do this for $499 and click Save.
validation rule fires evaluate to true it is less than $500. Therefore, it shows the air review the following fields price and here is my error message. They signified on the validation rule. Okay. Good stuff. So
Let's do this.
Let's talk about record types. I know I'm
Going long but
It's important to discuss record types because I and I go in at length on record types in the recorded content that is part of your assignments.
But what I've not discussed is how to understand what record types are from the perspective of what our record types and I equate these to agitators
I didn't go into this in my recorded content because I hadn't thought of this until I started doing this live
And tried to explain water record types. Remember objects are nouns, a person, place, or thing and then adjectives to describe a noun.
And so record types are the adjectives of Salesforce is used to describe objects. So, for example, an automobile or vehicle may have a record type of electric or hybrid or gas.
And a property. If you were doing property management or real estate it you first think of real estate as a house, but then you would see if you've ever searched for
Housing online, you may want to filter down your search to only condos or apartments or a duplex or multifamily unit.
Or even land. And I think that property is a really good example of this phenomenon of record types of why they're important.
Now when you introduce record types on an object that enables you to change the page layouts, depending on the type of
Object you're dealing with as far as if it were a house in this example typically house type of information that you would have in the user interface for users would be the square footage, the number of rooms.
The year that it was built, etc, etc. Now for land, you wouldn't have number of rooms or bathrooms, or the year that it was built, you would have the number of acres, for example.
And so you would have all of those fields on the property object. If you were to create that you would have rooms and square footage and acres and year built a number of bathrooms and
garages detached, or is it attaches a two car garage or one car garage or three car garage is the home of tri level is the condo.
Or the duplex. Is it a duplex or is it a four unit building or is it a six or eight unit building is an apartment complex
If it's an apartment complex. How many apartments are in that entire complex
So all of those different fields that you would want to capture for these different types of property.
Would be on the property object, but then you could segment those fields in the user interface, depending on the type of property that you're dealing with. Whether that's land or house, for example. Now, other
Use cases for record types would be on the contact object, you may want certain contacts to have a record type of customer for those that purchase your goods or services.
And then you may want also to have other contact records for people that are employees in your company. Some of these people may not have a Salesforce.
User account, but you still want to have them in your system and then there may be another use case for contacts that are partners. These are people that kind of reside between a customer and employee and then in the account.
As far as the account object goes in relation to like a car dealership. If you were to expand out into
Creating an app around this whole idea of being a car dealership, you may want to record other dealership information in the account object.
But then there may be other accounts that are manufacturers and that provide parts for your service department. And then finally, there may be accounts that have more to do with logistics, as far as
rail car companies that deliver rail cars for lovers, or those that do shipping of Parks and these are all different types of accounts that you may be called upon to create
And rather than creating custom objects. And this is really why record types are important. If they didn't exist.
You would have to create custom objects for every type of account, whether it's dealership or manufacturer or logistic goal account, but instead
You can introduce record types on an object. And remember that record types are like an adjective describes the noun, which is the object. Okay, so
Let me cancel out of this.
Let me go over assignments for this week. And they'll answer. Any final questions that you might have. And then we'll bounce. So the assignments for this week are to go through
The standard and custom objects section in course to
That has a runtime of two hours and 40 minutes and as you complete that work, and the idea of this assignment is for you, not only to watch what I do, but to get hands on.
Inside of Salesforce in your own free developer account and do the work that I do. And once you complete that work in the standard and custom objects section.
You'll be creating a project costs custom object.
This has to do with a project management application that you'll be building. And so this will give you a chance of creating another custom object.
Much like how we created the automobile object. Also, as well, you'll be getting introduce more fully to record types.
And a lot of other custom fields as well with different data types and then optional trailhead work as time allows. Complete the data modeling.
And customize a Salesforce object trails that has estimated runtime of two hours and 30 minutes. These are linked in the curriculum spreadsheet as well and I will be providing this slide deck in the Facebook group after we're done live here.
And just make a note to myself to remember to do that. And then as well. Look for the email on the replay information replays will be links will be emailed out and then also uploaded the Facebook. And let's see if we have any more questions.
Samuel is asking, Is it possible to create a validation rule that can search a text field for specific characters. For example, I user code. So answer to that is yes, you can do
Rejects regular expression is what that stands for and that can get kind of complicated is almost developer ish but you can do rejects with validation rules, there is a good resource if I can find that on this.
Let's do this. Let me not search live. Let me find it though validation rule.
But the idea is finding some complex patterns specific characters.
Oh, but then
You need additional fields to appear. So depending. Okay, so you're wanting conditional display which you can do that a few different ways that gets beyond the scope of the admin.
Exam but common read so
I'm going to provide the rejects validation help article and that will give you some examples of how you can do that.
Those validation rules, but then to have additional fields display. There's conditional display that supported
Now in landing pages. And then also, back in the day and classic you would do Ajax and do polling of the patient opinion was selected other stuff appears that gets that's pretty involved. Those so so you can kind of do that Samuel
Triggers se as a way to prevent duplicate record being entered would using a phone number object.
And making it unique be helpful.
So, to prevent duplicate phone numbers. You could require that they be unique and another common field that you want to make unique and oftentimes is the email address that prevents you from introducing duplicate records, for example.
For contact records so that there's only one contact record in your whole or that has this specific email address that was you're trying to enter it again, I'll say we are already have a record you want to click on that and look at that. All right.
And men is asking, can you set up a validation rule to not allow alphabetic alpha characters in a year, Phil. That is correct. You can do that.
To where it's only numeric only
Rock is asking, can you make the spreadsheet. So we can copy it.
I did provided a downloadable Excel file of that in the Facebook group and Lissa mission as well. THANK YOU, ALYSSA for that.
So just look at the Facebook group for the Excel file and you can. There's a files menu that will have that Excel spreadsheet and the slide decks as well. So let me find that and put that in the chat for you.
And I think that's about it for questions.
I think just looking for file. So if you go into the Facebook group and along the left hand side of life on desktop. There's a selection for files.
In here it is in the chat and that will show you the Excel spreadsheet and that way you the purpose of having
Your own editable version is so that you can keep track of where you're at. So that's something that you just save locally. I was having issues with I thought you'd be able to do a file, save as from the Google Docs, but it's just read only. And so it's kind of locked down
And so then finally Dwayne, I do have practice tests for the admin certification. I'll be going into that the last week of the course, and that is
Because I feel like people tend to do those way too early, before they've learned the concepts and then they start to fall into the trap.
Of trivia based learning. And also, you start gathering up all these crazy resources, not you, but I just people tend to do that and they start questioning. Oh, is this riders that ride.
And I try to focus on teaching you the concepts and then we want to burn those practice tests. Once you're close to ready to taking the exam. So you can assess where you're at.
And where you're weak spots are and that will help you determine when you're ready, and what you need to still study if you do that too early, then you've already know the answers to those questions you've kind of burned them. It's hard to recreate that
Jerry, no one filled that would prevent anyone from entering the second record that contains the value of the first records phone with them.
Alright, so, yeah, you just seeking more understanding on the unique value so
If you make a film to where it has to be unique, then no one else can create a record belonging to that object that has the same values. So I think that then is a good example here.
I think you still see my screen, I hope. Let me know if you can't see my screen. So I'm copying this VIN number. Now this was an external ID and also is required. That'd be unique. So if I tried to create a new automobile record.
By clicking on this point, I could just click on new here and let me just put in some data here.
I'm going to paste in their van.
And let's see Walker's
Let me do that. I thought I said that to be unique.
Amy, who. Hmm, let me troubleshoot that a little bit.
So it's supposed to block me from doing that, unless I didn't select for that to be a unique value. So for van. I did External Id, I thought I did you need and may have needed to just refresh the screen for that.
Which field that I do unique and external
This war. And I did that. So any new. Let me just alright so let me select unique and I'm going to make it case insensitive.
Which is a default and an external ID. Oh, here's what happened. Alright, this is a good use case. Good example. So I set those and then I change the data type of the field to text.
I did make it required I did make it unique. And then, because I think it Alyssa mentioned it needed to be
A text I change the field, type to text and then it wiped out those designations of being external and you need someone to click Save. I'm glad to check marks. I was like, Oh, we're we're thing so
Alright, so we're getting deep in the weeds here. So you found a duplicate value. So saying, Oh, you can't do that. You can't make this require you can't make this unique because there's already duplicate values here.
And then for my automobiles 003 I'm going to edit this so that it is unique so that we can then change the designations on that field to require to be unique. This ever shows up and lets me edit.
Why this is hanging up so bad, but you get the idea that I'm wanting to go ahead and fix this. And these are all really good examples of how this goes in the real world.
Is you swear up and down that you did something and then it's not the case. You gotta figure out why did that. Why did lose those values. So I've changed that value. So now I can go in, I can do magic manager.
In the automobile object.
Fields and relationships, then and edit this and require it to be unique and make an external ID and make a case insensitive and click Save.
So now if I go back in. I'm going to refresh. But now I've set this to where van has to be unique and I'm just refreshing so that the servers here is pulling in all the latest and greatest values behind the scenes the metadata related to the different fields. And so I'm going to
I'm going to try and change this back the last value was eight and seven, nine. So this is a duplicate I'm trying to introduce click Save.
So now here is the air send you blue value found on the infield to quit value on record with ID.
And it gives you the Salesforce ID. So you could copy and paste that in the URL bar at the end that take you to that record. It'd be nice to have. It's clickable and take you to the duplicate and that way you see all this already exists. So with that said,
Let's see one more thing real quick.
Okay, so many I think next week, I go into validation rules more in depth, and I do the year not having the alpha characters. All right, so stay tuned for next week on that. And with that, let's try to remember how to turn on my share control so I can bid you adieu. And so
Thank you so much for spending time with me tonight. And let me stop my sharing and get back here. Actually, let me do that. And so properly and really appreciate
Your time and attention to nice some really good stuff came out of this, I will be sending out replay emails and look for the replays well in the Facebook group. I'll be updating the curriculum spreadsheet as well with the chat log from this, as well as a link to the replay and
With that said, let's end this now and if you have any questions though during the week you reach on the Facebook group or via support at cloud Career Coach calm and so I'll see you next week, same time, same place. And until then I'll see you in the cloud.