Roll up Summary fields in Salesforce

Author posted by Jitendra on Posted on under category Categories Salesforce and tagged as Tags with 10 Comments on Roll up Summary fields in Salesforce

What is Roll up summary field in salesforce, what are the types of roll up summary field and how does it works

To study the Roll up Summary field of salesforce, lets take example from our previous tutorial series

Note : Roll up summary field can only be defined on the master object.

While your formula fields calculate values using fields within a single record, roll-up summary fields calculate values from a set of related records, such as those in a related list. You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship.

refer this page, to study more about the roll up fields.

The Roll up Summary field is basically of 4 types:

  1. Count
  2. Sum
  3. Min
  4. Max

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Step by Step Salesforce Tutorial – Creating Trigger and Test cases – 6 of 6

Step by Step Salesforce Tutorial – Creating Trigger and test cases – 6 of 6 tutorials series

This is the last tutorial in series and we will see that how to create a Trigger and Test Cases in salesforce.

A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted.

Triggers are stored as metadata in Salesforce.com. A list of all triggers in your organization is located at SetupDevelopApex Triggers. In addition to this list, triggers are associated and stored with specific objects.

To define a trigger:

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Step by Step Salesforce Tutorial – Creating Workflow rule – 5 of 6

Step by Step Salesforce Tutorial – Creating Workflow rule – 5 of n

Workflow is the automation of the following types of actions based on your organization’s processes:

  • Tasks – Assign a new task to a user, role, or record owner.
  • Email Alerts – Send an email to one or more recipients you specify.
  • Field Updates – Update the value of a field on a record.
  • Outbound Messages – Send a secure configurable API message (in XML format) to a designated listener.

For example, workflow can automatically:

  • Assign follow-up tasks to a support rep one week after a case is updated.
  • Send sales management an email alert when a sales rep qualifies a large deal.
  • Change the Owner field on a contract three days before it expires.
  • Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.

To create workflow rule, go to App Setup | Workflow & Approvals | Workflow rules and click on new Workflow rule.

Salesforce creating Workflow rule step 1
Salesforce creating Workflow rule step 1

Step 1 in creating workflow rule is selecting the object, on which the workflow will be created.

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Step by Step Salesforce Tutorial – Creating Email Template – 4 of 6

Step by Step Salesforce Tutorial – Creating Email Template – 4 of n

This time we will see, how to create email templates in Salesforce.com

Create Email Template in Salesforce
Create Email Template in Salesforce

To create email template, go to Personal Setup | Email | My Templates and click on New Template.

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Step by Step Salesforce Tutorial – Creating Tab and Validation Rule – 3 of 6

Step by Step Salesforce Tutorial – Creating Tab and Validation Rule – 3 of n

In this tutorial, we are going to create Tab and Validation rules for Automated tuition class registration.

To create Tab go to Setup -> Create -> Tabs -> New Custom object Tabs, and there select object Student.

After creation of tab, we can also customize / edit the page layout.

Edit Page Layout Salesforce
Edit Page Layout Salesforce

As you can see, On Custom tab, Go to Page Layouts section and click on Edit button.

Set Page layout Salesforce
Set Page layout Salesforce

Final look of page is shown in above screen shot.

Creating Validation rule in salesforce:

Now lets have a look in Validation feature of salesforce.

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Step by Step Salesforce Tutorial – Creating fields – 2 of 6

Author posted by Jitendra on Posted on under category Categories Salesforce and tagged as Tags with 2 Comments on Step by Step Salesforce Tutorial – Creating fields – 2 of 6

Step by Step Salesforce Tutorial – Creating fields – 2 of n series tutorial

In this article we will see, how to create the custom fields in salesforce.com

To proceed further, create one more object named course.

Create Custom object though Salesforce
Create "Course" Custom object though Salesforce

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Step by Step Salesforce Tutorial – Creating custom object – 1 of 6

Step by Step Salesforce Tutorial – Creating custom object – 1 of n tutorial series

Salesforce.com or SFDC is award wining CRM tool and many companies have started using the Salesforce because of flexibility, userfriendly and lots of applications available.

Prerequesties:

To start with this series, you must have below softwares:

  1. Developer Account of Salesforce
  2. Eclipse with Salesforce Plugin
  3. Internet Connection

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One visualforce page as an iframe in another visualforce page – Salesforce.com

Example to include one visualforce page into another visual force with the help of iframe and getting back the request parameter in visual force page.

There may be requirement some times to open one visualforce page into existing page as an iframe.

To achieve this, we can use below lines of code in Visualforce.

<ifram src=”…/MyVFPage?var1= { ! MyVariable1 } &&var2= {  ! MyVariable2 } ” …/>

where { ! MyVariable1 } is custom variable.

to read above parameters in resultant visual force page, we can use:

PageReference pageRef = ApexPages.currentPage();
Map pageMap = pageRef.getParameters();
String var1 = pageMap.get(‘var1‘)

Salesforce Interview Questions – Part 2

Interview questions of salesforce.com, interview questions of visualforce.com and APEX

10. Do governor limits apply to sandbox instances?

Ans : Governor limits do apply to all Salesforce instances (trial, developer, production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.
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Life Cycle of Visualforce page during GET Request- Salesforce Interview question

Explain the life cycle of visual force page of the Salesforce.com in GET request mode

Visual force Life cycle Salesforce

In the diagram above the user initially requests a page, either by entering a URL or clicking a link or button.This initial page request is called the get request.

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