In this lesson we introduce Record Types to the Lead object. These record types include
Job Lead
Project Lead
Volunteer Lead
We also create a Lead Process for Volunteer Leads.
We adjust the Lead Source selections, based on Record Type. We add custom fields to capture projected Salary information on job leads.
In this lesson we enhance the Mileage Tracker application. One enhancement in this lesson that we make is to relate a trip to a Project. We do this as a Lookup field so as to not make the Project field required on a Trip.
We also add functionality to allow for entering mileage for other people. ...
In this lesson, we test out our Mileage Tracker enhancements by logging in as another user. To enable this, we access Login Access Policies. We then log in as another user and log a trip to verify that they only have the ability to enter in a Trip with a Record Type of Self and not Other.
We als...
In this lesson, we create a profile-specific validation rule. This is to enhance our Expense Tracker application.
We work through the scenario of having only administrators able to enter an expense that is greater than $25.
Validation Rule Code on Expense Object:
AND(Amount__c > 25,$Profile.Na...
