salesforce-notes
Salesforce随手笔记
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佛系丹尼尔的随手笔记
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salesforce-notes · 3 years ago
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New Lightning App
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salesforce-notes · 3 years ago
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Build your own Salesforce APP
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salesforce-notes · 3 years ago
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Additional Resources
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salesforce-notes · 3 years ago
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Example: Salesforce for ABC Corporation 个人配置
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salesforce-notes · 3 years ago
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Example: Salesforce for ABC Corporation 实现结果
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salesforce-notes · 3 years ago
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Example: Salesforce for ABC Corporation
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salesforce-notes · 3 years ago
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Example: Data Modelling (Hotel Reservation) 创建APP&Tabs
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搜索App和Tabs,定制Lightning App
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salesforce-notes · 3 years ago
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Example: Data Modelling (Hotel Reservation) 创建Junction Object
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Contact和Room关系是Many to many,所以中间有一个Junction Object,这里Reservation就是Junction Object
start date是Date类型
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End Date, 比如三天之后
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打开Schema Builder即可看到Objects的关系
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salesforce-notes · 3 years ago
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Example: Data Modelling (Hotel Reservation) 创建Fields 2
Object Rooms里面建Master detail 和Hotel关联
再建Tariff Field,类型选择Currency
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Occupancy Field选择使用Picklist
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salesforce-notes · 3 years ago
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Example: Data Modelling (Hotel Reservation) 创建Fields
1. 打开相对应的Objects里面,根据Data Modelling的要求创建Fields
比如Hotel要创建Street Address,field type选择Text
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State & City,这需要设置dependent field
先弄State Picklist,选择Picklist Field Type, 再建City Picklist, 设置和上面一样
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设置两个Field的dependence,点击Field dependence按钮
New, Controlling Field选择State,因为得先选State才能选择City。Dependent Field依赖Controlling Field的选择。可以Preview查看设置对否
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salesforce-notes · 3 years ago
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Example: Data Modelling (Hotel Reservation) 创建Objects
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1. 设计Data Modelling,如图
2. 打开Object Manager里的Custom Object,新建Hotel、Room、Reservation objects,contact不用建因为是standard object
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salesforce-notes · 3 years ago
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Dependent Picklist
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Standard Field = Out of box 系统自带的Field
Controlling Field & Dependent Field
比如你选择澳洲,State变成各种州,选择州可以选择各种城市
Controlling Field 控制  Dependent Field
比如State是Controlling Field,City就是Dependent Field
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salesforce-notes · 3 years ago
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Relationships between Lookup & Master detail
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Lookup, 像reference连接两个objects,删除互不影响, lookups不支持roll-up summary,sharing和security设置互不影响,每个object最多支持25个lookups
Master detail里,所有都是主从关系,删掉主等于自动删除从,所有设置都是承继关系
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salesforce-notes · 3 years ago
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Field Types in Salesforce
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Formula Field像excel里面的function,比如sum
Lookup Relationship就像reference
Master-detail relationship直接展示detail
Test(Encrypted) 可以用在保存银行卡信息,比如只展示后几位
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salesforce-notes · 3 years ago
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Standard & Custom objects
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salesforce-notes · 3 years ago
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About Objects in Salesforce?
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salesforce-notes · 3 years ago
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What is Salesforce?
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