Part III-1.Field Update in Salesforce

In Salesforce you can automate the update of many field records using workflow rules. We will create two workflow rules: Workflow rule  checks the Event booked checkbox and sets the Lead Status…


Part III. 2. Validation in Salesforce

Introduction to Validation Rules Validation rules verify that data entered by users in records meet the standards you specify before they can save it. A validation rule can contain a…


Part III. 3. Process Builder in Salesforce

Introduction Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which…


Part III. 4. Time Based Workflow in Salesforce

In salesforce we can create time based workflow.To setup a delay in the workflow action, click the “Add Time Trigger” button in Workflow. The next screen asks you to set…


Part III. 5. Visual flows in Salesforce

To create flow in salesforce, From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. Drag the appropriate elements onto the canvas. Each element represents an action that the flow can execute. Examples…


Part IV. 1. Page Creation in Salesforce

Create the Visualforce Page Follow these steps to create a Visualforce page in the Developer Console. Open the Developer Console under Your Name or the quick access menu (). The Developer Console…


Part IV. 2. Apex Class Creation in Salesforce

In this Training, you create an EmailManager class that encapsulates the logic to send confirmation emails to the conference speakers. Step 1: Create the EmailManager class 1.Click  and select Developer Console. 2.In…


Part IV. 3. SOQL Basics in Salesforce

To read a record from Salesforce, you need to write a query. Salesforce provides the Salesforce Object Query Language, or SOQL in short, that you can use to read saved…


Part IV. 4. Trigger Creation in Salesforce

Writing Apex Triggers Apex triggers enable you to perform custom actions before or after events to records in Salesforce, such as insertions, updates, or deletions. Just like database systems support…


Part IV. 5. Test Class Creation in Salesforce

Writing Test Class in Salesforce The Apex testing framework enables you to write and execute tests for your Apex classes and triggers on the Lightning Platform. Apex unit tests ensure…


Part IV. 6. Components Creation in Salesforce

To define a custom component for use in a Visualforce page: In Salesforce from Setup, enter Components in the Quick Find box, then select Visualforce Components. Click New. In the Label text box, enter the text that should…


Part IV. 7. Batch Class Creation in Salesforce

In this training, you create and execute a batch class. Batch Apex Batch Apex is used to run large jobs (think thousands or millions of records!) that would exceed normal…