Become a SalesForce consultant | Startup Saturdays | Skillshare
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16 Lessons (2h 14m)
    • 1. What you will learn

      2:56
    • 2. Setting up a free account

      3:20
    • 3. Create the app

      11:21
    • 4. Change the logo of the application

      3:01
    • 5. What are objects

      6:11
    • 6. The infrastructure of our application

      3:44
    • 7. Food inventory object

      19:04
    • 8. Customer Object

      3:20
    • 9. Orders Object

      3:09
    • 10. Creating Master Detail Relationship

      6:25
    • 11. Including quantity in order

      4:20
    • 12. Validation Rules

      20:21
    • 13. Workflow Rules

      21:55
    • 14. Calculating value of order

      12:21
    • 15. Summary Report

      6:28
    • 16. Review

      5:54

About This Class

Summary: This class teaches how to make a SalesForce application and in the process students learn about some of the key functionalities and components of SalesForce. This class is an ideal 1st step to start your learning on SalesForce. No prior programming knowledge or experience is required to take advantage of this class.

About: Based out of San Francisco, SalesForce is a Customer Relationship Management (CRM) solution that is used by companies all over the World.

Demand: There is a Global demand for SalesForce consultants. As a SalesForce consultant you can work form anywhere in the World and expect to travel to interesting places around the World to meet with clients.

Freedom: Since Salesforce is a web based application, you can work from anywhere in the World as a SalesForce consultant.

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Make a SalesForce application in less than 3 hours

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Class duration: 2 hours and 15 minutes

Format: Online video training

Timing: Start right away – self paced

Lessons:

1. Setting up a free account

2. Create the App

3. Change the logo of the application

4. What are objects

5. The infrastructure of our application

6. Food inventory object

7. Customer Object

8. Orders Object

9. Creating a Master Detail Relationship

10. Including quantity in order

11. Validation Rules

12. Workflow Rules

13. Calculating value of order

14. Summary Report

15. Review

Transcripts

1. What you will learn: thank you for taking the time to review this introduction to our salesforce class. Who is this class for? If you are someone who is interesting and working from anywhere in the world, then salesforce is your ideal solution. As a sales force professional, all you need to be able to contribute to Salesforce is an Internet connection. If you are someone who is looking for a career change, then salesforce has opportunities throughout the world. If you're someone who would like to become a consultant or are currently working for yourself, then adding salesforce for your portfolio will open several new opportunities for your consulting work. If you're someone who doesn't have any technical skills right now and would like to learn some technical skills, then taking this class is an ideal direction for you to start learning those technical skills. If you are currently working with someone who use the salesforce than taking this class will give you an idea what that individual sees when the work with salesforce. And if you're interested in becoming a developer yourself, then this glass of the first step in which you will start covering some of the concepts that are required to become a successful developer in Salesforce. What will we learn in this class? We'll start our big, creating a free developer account. Then we will learn about the development environment. We learn about APS. We will learn about standard abs. We learn about standard objects well read. Learn about custom maps. We will create our own custom application. We will learn about how to structure our application. We will create new custom objects. We would create new custom tabs with great new custom fields. We'll work with search layouts. Will work with junction objects. The great master detail. Relationships will work with validation. Rules will work with workflow rules. We will create cross object formulas. We will work with page layouts, and finally, we will create a summary report. Ah, a little bit about us. We are start ups. Added is we are best in San Francisco. How were the products? We produce our consumed globally a little bit about myself. My name is Adul Hassan. I'm a founder, a developer and an instructor. If you would like to reach me, you can email me on glasses at startup. Saturday's dot net Once again, thank you for taking the time to review this introduction to our Salesforce class 2. Setting up a free account: The very first step to starting to work with Salesforce is getting your free developer account. In order to get your free developer account, you want to go to developer dot sales for start calm And this right here is developer DOT sells for start calm. When you come to the spades, the page might look different. By the time you watch this video, you're looking for the sign up button wherever it may be. So when you click on the sign up button, it is going to bring you to a form through this get, you can receive a free developer environment. You're going to give your first name, last name, email address and you're signing up for the developer environment, the company, whichever country you're in and some information related toe your country and then you're going to set up your user name and the user name is set up in an email format. And then the subscription agreement is right over here. And you would, uh, uh, go through the subscription agreement and agreed to the subscription agreement. And then you click on, Sign Me up. Once you click on, Sign me up, you're going to receive an email, so I've already gone through and signed us up. This is just to show you the form. Once you receive the email, the intelligent have a link and you're going to click on that link. And that link is going to know the page that you see in front of you is different because I've already been through that link and set up our password and security question. However, when you click on this link, it's going to ask you to set up your password and security question. So So let's say that you're already set up your passport and security question. Then it will log you in. So are I'm going to log in for us for this class. I'm going to use our user name and the password that already set up and I click in. And then this right hair is our development environment. So one more point that I would like to show you is that we came to developer dot salesforce dot com to sign up. We came in and we filled out the form, received an email clicked on this link, came to a page where you re signed in and right here we see our development environment. I'm going to log out or for hair, and I'm going to go to this website called force dot com. So by setting up your account on the developer dot sales for start calm, you're also getting access through the salesforce dot combat sex. A click on logging over hair and then put in your user name and password and you click log in and you end up at the same screen. So So this right here is a development environment, and once you get into your development environment, we will be working with the different components off the development environment. So you hopefully have your set up for your development environment, and as we go through the class, we will understand what each one of these these different components off the development environment are. 3. Create the app: Now that you have set up your free developer account, we are going to learn how to make ah salesforce applications. So the first question is what is an app short for application? A collection of components such a stabs, reports, dashboards and visual force pages that address a specific business need Salesforce provides standard app such as sales and call center. You can customize the standard APS to match the way you work. What does this mean? Let's take a look. So the hair we are in our salesforce Argh! And when I click on this drop down on the top right corner, it shows me all these applications that come pre packaged with Salesforce. So what that means is that I have the ability to work with these abs semana click on an app So we're on the sales and sales apple Click on the marketing up I'm gonna click on the marketing out what you see up hair. These are dabs. So all of these stabs air objects within salesforce. They referred to a standard objects with Salesforce. What that means is that these are standard objects where I can customize them hunger. I cannot great new standard objects. But there's objects that come pre packaged with salesforce, so let's look at our definition often app again. What it says is short for application, a collection off components, such a stabs, reports, dashboards and visual force pages that addresses specific business need. So when I come over here, it is saying that this marketing up is a collection off all of these stabs with our objects , and they're there to address the specific business need. Let's look at our definition again. So salesforce provide standards at such a sales and call center. You can customize the standard APS. So let's say Salesforce provide standard up, such as sales and call centers. Let's look at that really quickly. So these are all of these air standard APS because we just created this arc. So these are the standard APS that salesforce consulate. And now let's look at are the rest of the last sentence areas. You can customize standard abs to mash the where you work. So what does this mean? What this means is that if if we come over here, there is the set up button when you click on the set up button nor set up. Link it. God takes you the set up for your Argh! And And they set out for your Oregon is that has an extensive level off functionality. What, This particular sentence hair where it says you can customize the standard absolute mash. The where you work is referring to this customize option over here, so and expand out on the customized option. What it is saying is that I'm able to change the work with the tabs. So when I click on tabs, you know, I can rename the tabs. So there is an accountant's and activities and on articles, So accounts, Well, we'll just go and look at the guns over here. So we click on sales. That's the absolutely There is an account stabbed right over here. So, uh, when I'm in the set up, I'm able to customize the building feature. So whatever features that Salesforce comes with, there is a very vast stateless off features that I can customize. So all of these are features that I can customize. So, for instance, we also saw go back to overact. You can still see it all the tabs. So this is the home tab chatter and campaigns, But this is I just want to look at this a calm steps. It says Guns. This is a standard object that is a part of salesforce. So over here I have the ability to customize account. So So it has fields that air component off the accounts object, and I'm able to customize those fields will get into these fields here shortly. So So let's get back to our presentation. So So what is a nap when we understand that it's short for an application? A collection of components, such a stabs, reports, dashboards, visual force pages that it's address specific business seeds. We saw that and for instance, the sales application has all of these tabs. And we're still on the set of menus when the set of menu wearable to customize these stabs , which is the second part off off this off this definition. So Salesforce provides standard app such as sales and call center, and you can customize the Stan adapts to match the where you work, and that is what we were looking at right here that we have the ability to customize them. So for the purposes off this class, we're going to make a custom map. So So whenever you make a new application and Salesforce, it's gonna be a custom application and how you would make a new application. And Salesforce says that within the set up dub, you see it is, it says customized hair. The 2nd 2nd option is Griesa. If you click, create and you click on ABS, then you're able to create a new app. Eso eso These are the APS that are already he installed in our Argh. And if we clicked on new than it is going to ask us what we want to make a custom app where we want to make a consul app. So the consul APS are just, um, or enhanced feature mainly for call centers. We are going to be working with gusto maps in this class. Let's look at our presentation again. So So we are going to make our own custom application for this class. So what kind of on Abby we want to make? So for the purposes of the class, we are going to make an app that helps us run off frozen food delivery business. We take orders and we adjust our inventory for the food orders that we received. So also, though the objective of that is that the customer will place an order and the APP should be able to create an invoice for the customer and manage the inventory. So there to needs for this out. The 1st 1 is that we should be able to day customer orders. And the second need is that we should be able to ah, manage inventory eso We will call this app Frozen food Uh huh. Delivery up. So I have misspelled that. So I'll just copy this name and this will be the name off our application and we'll start out by recreating a rap. So I'll just start from set up again. We were on the set up page and in the set up page we have the option of create and we click on APS Onda we will create, create new and we will make a custom app And it is going to ask us for a name. So we will give it Ah, frozen food delivery and then eso The APP label is frozen food delivery and the app name is frozen. Underscore food underscored delivery. So this is how ah the unique name used by the FBI and the manage packages. The name must begin with ah, letter and use only Al from your numeric characters and underscores the minimum cannot end with an underscore or have two consecutive underscores. So within the salesforce framework, the the APP name is going to be referred to for the purposes off. Any calculation? Uh, so so this is a wrap and ah, um, so it takes food orders and and adjust the inventory. So look, look on next. And so now it is asking us if you want to insert an image, so we will leave the standard. Ah, um Salesforce image on there and ah, look like next and no, it is asking us that when you when you great enough. The home tab is in the ab by default. The home ah ah, it is asking is if you want to add any more, uh, tabs. So we're just going to make an empty up right now, However, these are standard dabs that can be included in our app, and we're not going to include any of these for right now, so I just want to leave the home tab and we're going to click next. And now it is asking us what profiles what user profiles can view this app, so I'll just read through this. So because it's good for you to just have this habit read through this, at least one so says Jews. A user profile for which it custom app will be visible and four start calm. AP Exchange Menu You may specify the customer up as the default customer for a profile, meaning that new users who have the profile will see the customer when they log in for the first time. So so all of these are user profiles and ah, we don't know user profiles as yet. You will get to know them. However, What that means is that individuals with these profiles you can. One more than one individual can have the same profile. Individuals with these profiles will be able to see our applications. We want to make it visible to all of them, and we will click save and our app is ready. So so in our and on our set up age within the APS menu, we see that there's a frozen food delivery app when I click on this was and food delivery up. It takes me to the actual applicator. Something bizarre. It takes me to the some of the information about the application. It says our APP label. It's frozen foods delivery up. Name is for the underscore. Food delivery. This is the logo. Ah, and then and then it has a description and created by an included tablets Home tab and the default Landing Pages homepage. So when I click on this down arrow over here and I click on you see, we can see the frozen food delivery up overheard click on the frozen food delivery up, and it takes me that slap. And you see, there is only one tab over hair home tab, and it doesn't have Ah, the functionality that we want in there. Is that what what we're going to do next is we're gonna build out that functionality. Um, so at this point, we have created our frozen food delivery 4. Change the logo of the application: Now that we have created our application, let's go ahead and change the logo to our own logo. So we're right. Now you're seeing the front page off the application. You will want to force a full upload the logo through this application before I show you how to upload the logo. I would like to show you what type of a local we need to click on set up and then you click on Create and you click on ABS and then you click on the frozen foods delivery up. You click on edit, and then you say, Insert image when we click on insert images is looking for images in this folder I called my personal documents. Are there other folders that could be added as well cover? This is the new instance that this is the only folder rehab Now, it is also saying that the size off the folder has to be 20 kilobytes, so we have to find a small local. So I'm gonna close this for right now because first we have to go and add the logo to our our documents folder. So this plus sign right here, if I click on this plus sign is going to give me access to the other dabs that we have. And one of the tabs that we have access to is ah, the documents stab. So I'm going to open the stab in. Ah, open this plus sign in a new tab within our browser. And when I open it, it gives you access to all these at their tabs on one of these tabs. The document steps. I click on the documents tab and then I want to create a new document and we will call this document logo, um, for food. Uh, and we want to make sure that this document is available externally available image. And now we'll click Jews, and you will have to do some analysis on what size is work for you. However, I will be created the size which will work for us. It's 90 by 68 Bix ALS. And when I upload, it is going to be off the right size and I look like save. And so now this image has been up uploaded to our instance back over here on the first stop where we were wanting to insert them is now half a click back on this insert image button, the proper window that shows up. It shows that we have access to this logo for food half pile. So I look like on the logo for food at file and you can see that has changed the logo. All I have to do is save, and now we have, ah, new logo for application for our application and next people work for their honor application. 5. What are objects: we are going to utilize objects to make our application. So the big question is what is an object? A definition off, a specific type off information you can store in Salesforce, for example, The case object allows you to store information about customer enquiries for each object or organization will have multiple specific records. Salesforce comes with a lot of standard objects, but you can create custom objects as well. So that is what a definition often object is. Let's let's look at an example. Now. This example is from the Salesforce book and the U. R. L is right down over here. And, uh, and what they have shown is in front of table. So this whole table is an object like position. Information is an object that the whole table is an object, and each one off the columns is a field. So position, title, education requirement. Ah, functional area max payment. But these are all fields, and all the data that is related to those fields is a record or ray row. So that's executive assistant associate degree. Human resource is 60,000 and 40,000. All of these are one record that is related to the the position information object and each one of the columns position title, education requirement, functional area maximum men pay our fields within that object. So for less, let's may look at it in Salesforce. Salesforce comes with some standard objects, or we're looking at our our, uh, sales up and in the sales out there is this object called account. And so when you click on accounts, you click new. This accounts object has all of these fields that are related to the comment objects. There's account on her account name, parent account, account number, account site and so on. So So let's let's look at this. In a separate tab, we will look at what, within the set of menu, we will look at the customization off for comments and our county the standard object. So when I click on a constant click on fields, so you see account is the object and in our examples that this this whole table is the object. The position information is the object. Similarly, Accounts is the object. And then there are these fields, and in the consequence has this field. There's account name, account number on account owner account site and so on. And when we look at, if someone within our application within the sails up, if you look at the common stab and and when we like on creating a new account, we have the ability to fill in information for these fields. So similarly, in this table, it says this whole position information in a table, all of this these this role is a record. So there's an executive assistant associate degree. Human resource is 60,000 and 40,000. When we look at it on, um, within Salesforce, that is account name, parent account and an account number and all of these airfields that are related to their counts. If we entered all of these fields and we click save, then we would have a complete record of Rosa Records. All of this are related to one record. All of these field values are related to one record. So this is, ah, standard account. So we have two tabs open. The 1st 1 is showing us if you were to submit a new record for the count, this is Bergen very well. But in the information and the second job is showing us the fields that are related to the account. So hopefully that makes sense to you on Howard There, commenters. So what the definition is it eyes? What is an object? A definition off, a specific type of information you can store in sales for. For example, the case object allows you to store information about customer enquiries for each object. Your organization will have multiple specific records now. So this multiple specific records is each one of the roses a record, and And if we were toe, submit this form this whole form. If we filled it out and we saved it, that would be one record it for each object. Your organization will have multiple specific records. So Salesforce comes with a lot of standard objects. But you can create custom objects as well. So custom objects is what we will utilize for our application. So I'll just open up, set up in a new tab. Um and so what? They mean by this last statement off creating your custom objects is that within the set up men, you or the set up a link, you have this option off create and in create. There is an option of creating an object so many click on create objects and we say new custom object. So when we create the new custom object, if I give it whatever name I gave it label Pooler plural name and all of the information that I would give it here and I and I would click. Save it would it would save something similar to what we see over hair is just going to be the name. None off the fields are going to be in this object as yet before we create our object. Let's look at what our requirements, what kind of objects we need to create for our application. And once we go through, the designer for application will create the object. 6. The infrastructure of our application: Let's take a look at the structure off our application. What we need is an application which is going to allow individuals to order food, and we want to be able to adjust inventory off our food best on the order. So we will need to create a few different objects. The first object will need to create is the food inventory object which will hold the information about our inventory. The second object we need to create is an object which is going to take the orders from the customer. So there's a customer who has a name and that customer can place multiple different orders . One order, however many orders and we want to be able to take those orders. So these are two different objects. What had happened is that when the customer places in order, we should be able to deduct that order from the inventory. In order to get these two objects to work with either each other, we need a junction object, which is gonna be our object number three, which is going to be the actual order and the junction object will will pick items submitted through the order and deduct them from the inventory. So the junction object is going to work with the food inventory object as well as the customer name object suggest in your mind. Visualize. For a second you have one object, which is the food inventory. So there's food inventory object. If you look at the slide that we have looked at earlier, just this is a different slide would basically is the same. This is a food inventory object, which has, which would have food, name, quantity available and price in three different columns. But we're looking at this slide over here. So you have a food inventory object which have the food item quantity available and unit price. And then you have a customer object, very each one of your customers. If you're taking their order, you type in their name so that you create on order for them, our creator and then and then within that men order their can place all multiple different types of waters. So all we do is we collect the customer name and then we take on order for, let's say, the order, some frozen pizzas and maybe some frozen G sticks or whatever it may be. So they are going to play starter from within the customer name, so we'll be able to track. He's run off the customer's orders and the the object number three is going to work as a master detail. This is gonna so the master detail object and and this will this is very will actually place the order. So when you type in the quantity, it's going to deduct the quantity from the food inventory. So So this object three is referred to within the terminology of salesforce object through his referred to at the junction object. And so when you want to build a relationship with two different objects within Salesforce, you need a junction object. And that junction object has a master detailed relationship with with the two objects that you're trying to connect. And so, uh, the masters in this case are this object number one and object number two. And so object number three is the detail object, which can, uh huh, on which we create a master detail relationship. So as the glass goes on, you will see what it means. That's a Let's go ahead on and create our food food inventory object next. Now that you have an idea of what our application is going to look like 7. Food inventory object: the very first object that we want to create is the food inventory object. So before I create the food inventory object, I want us to just quickly look at what that means. What that means that is that we're creating the complete table. So when we clear the complete table, including the columns is the infrastructure off the object, and then, with every increase we make into the object, it's going to be a new line for each one off those entries. So the first object that we want to create is called the food inventory object and going coming back to our Salesforce instance. Right now, we're on the home tab. When you want to create a new object, your click on set up, and then in set up, you will expand out, create, and then you will click on objects. When I click on objects, it says they're deleted toe objects to deleted objects. On my instance, that's from something that I was testing earlier. Yours probably doesn't say that right now, so go ahead and click on new custom object and when you click on new custom objects, so this is this is the object which is gonna hold all the information about our inventory. So the name for this new custom object is food inventory. And then it's asking us if there was the plural name for this, so we will type and food inventories, and then the object name is food inventory. Um, and this is ah ah, and a ConEd. So, uh, we will, um this is how it's going to be referred to within the salesforce FBI. So, uh, we will attended to Ah, yes, because this is where all our inventories are. And this there is a slight description here that we can give it to this object, contains the inventory information and then offer that the more important field on this page is this entered the record name, label and format. So there are two types off. So what that essentially means is that when you create an object, it has it automatically creates the first set off required fields, So so there are two possible. So when you create an object, so you everything over that when when you're going to great a new entry into the food inventory object, that entry is gonna have some data related to it and their data related to it is right here in this box that says you're going to need to give it a food item. What food item name it is, how much quantity you have available and what the unit prices. So what you see in front of you is the two different ways you can give it this information , because when you create your object, it automatically creates the first field. So Salesforce automatically corrects the first field. So what Salesforce's asking us over hair is it's asking us, Do you want to type in your first field as a text value? Or do you want Salesforce to automatically give it an auto number? So, in our order number formats right over here a dash 0000 and then the first number is gonna be one. So what we want and you will see what this means here in a moment is that we want to give it our own name. So we don't We don't want to use Dr Number. We want to use a text field so that when we make the new entry with just type in the name off the food item and so we will use the record Name the food and Wintory name. Then it's asking us, Do you want to A law reports on it alot activities, drag field history and a lot of jet rain groups. And then it is the classifications assessing us. Do you want to allow sharing a lowball KP access and, ah, law streaming FBI access and this is going to be deployed. So we're fine with the way it is. So we will click, save, and we have created our first object. So when we created our first object, Um, right now it is just an object with in with the one field, which is an automatically created field. Um, and, uh, here it is the food and the well, it's not. It's not visible here. Whenever we make a new entry into this object, we're going to see that field. So you created the object. But But, as you may remember from earlier pointed out that that objects, all the tabs up hair also object. So you don't see the Taba Perez yet? So what we need to do next as we need to add this object as a tab, How do you do that. What you do is within this Ah ah set up area and within this underneath this create options . There's an option for tabs. Click on tabs and then you want to create a new custom object of cyclic on new. And so there's only been one custom object that we have created with this food inventory, and we want to give it a style. So there had has a couple of the style options. Eso we will give it an apple, and then we'll click next and to be creating a dab that will show up over here. So it is asking us Ah, um, which profiles to add Ah, the stab, Do it! We're making it available for all the profiles and then it is asking us with which applications do we want to include it in? Because it's remember, we have all of these applications that were pre packaged with Salesforce. We don't want included in all our applications. So let's uncheck this and let's just only included in the frozen foods delivery application and right click save and we click save and you see now there is the stab a pair, the food inventory tab. And now, if I click on this, would inventory double open it in a separate browser tab? When I click on the food inventory tab and I collect new, it asks me, watches the food inventory Nam. And so say if I say that our food inventory is, uh, chicken rings on, I click, Save it will have made an entry off chicken rings into our food inventory tops. When I click back on the food inventory tub, it says that there are chicken wings, um, that are in the food inventory. Now, if I click on chicken rings, it gives me the more detail about the chicken wings. However chicken wings we do. We need more information than just chicken wings when we need to know how many chicken during wins we have in our inventory. And what's the unit price of these chicken wings? So how do we add that in hair? So So going back to our keynote here, it says that we have ah, food item quantity available and unit price. So let's add the quantity available field first, and we'll go back to our chrome. So how we add a field to an object So you click on set up and then you expand out, create, and then you click on objects. And then we have the food inventory object, right hair and within the food inventory object, we say we want to create a new custom field and the custom field that we want to create. It has all these different types of fields that are available, and as you go through, the class will learn more about these fields. But the custom feel that we're particularly interested in right now is the number field, which allows users to enter any number. Leading zeros are removed, and so we lose a number, field or click next, and the level will give it is quantity available and, uh, the land of saying it like, What's the land? It's 18 and we're Hominy decimal places. Zero. So So it's quantities are going to be in whole severe believe the length at 18 and zero decimal places and feel them is going to be quantity available. Um, and then ah, next. It's asking us if there's a help. Dexter helped exit. We could statement some help checks, you know, so that when the user hovers over information box like this. They can see what the help text is, and we can have a dis required. We can make a unique and we can make an an external lighting. But we're not going to do any of those right now and we'll disconnect next. And now it's asking us what user profiles should this particular field be available to So we'll make it visible to all user profiles on Click next and then which basically out do we want to be on? So what that means here is that the food inventory when we click on the stricken rings, this is the food inventory page loud. So we wanted to be visible on the food inventory piers loud, and we will like because we have to make one more field. Besides this one. We have to also back to the unit price field. So instead of just clicking Serbia, click on Save in New and the next right next field we're going to make is ah, the unit Price Field. Andi. So this is a currency field so egregious creating new fields in our object. So I'll click on a currency and I'll click next and the name is unit price, so your price can be in decimals as well. So the total lent 18 is allowed. So we have to make 18 into 16 and the decimals will make it up to two decimals. And everyone called have helped this health test text which will say, this is the unit price. And then we will click on next, and we will make it visible to all profiles with like on next. We wanted to be in the food inventory loud and then Rick Lee conceive So all the fields that we require for our food inventory object with this custom Maastricht food inventory object. And down here it says custom fields and relationships all the fields that we need our hair . So there's quantity available unit price and by default. Whenever you create a new and created the food inventory object, it asks you for the name. Because if you remember, we earlier looked at the distinction between the two different types. Off initial entries. We can have the text or auto number, and we picked up decks. And that means whenever we make a new and truly have to type it in, and so that this one. We have three fields that need to be type. Then when we create a new inquiry into the food inventory object, so let's look a look at what that means. So we'll click on the food inventory object in our application, and, um, I click new when I click new. It's saying, What's the, uh was the food inventory name? What name are we going to refer it to? As And, uh um, we will just take it chicken pizza and then offer that quantity available to you. Remember, there is. We had yourself some help. Text. This is this question. Mark is here to help us with the hop. Tex Alexei. We will say we have five 5000 beats as available and then the unit price is say we still we again have that help decks you and this is the unit price. And the unit price, we will say, is let's $4 and we'll click on Save and Cinnamon weekly conserved. We have created a new entry. This is again the ah food inventory. Um, paisley out and in the space lower saying that food inventor name is chicken pizza. Quantity available is 5000 and you did Prices $4. Never click back on this food inventories. I can see that there have been two entries. There has been chicken, pizza and chicken wings. Now, if I click on chicken wings, it should not have any information for quantity available in unit price. Because when we created this entry, it was, um, not we didn't have those two feel So we can click on the edit button and we can enter a value for chicken rings, and we will make it will just make it one daughter. And so now we have both of these entries available as well. So when I click on food inventories, I can see have taken rigs and I have taken pizza and rent a click on chicken rings. It tells me that I have 10,000 available at a dollar apiece, and when I click on chicken pizza, it tells me that I have 5000 available at $4 a piece. Now the objective is not to make you hungry. By the way, this is just the idea that we're working with. So you can see under this food inventory stuff. There is a lot off free real state. So So this information that we every click on chicken pizza and then we see this quantity available in unit price. It it It's Regan. We can have this information show up right underneath the tab within the spades. So how we do that is, um I'm gonna go back to this first stab where we're still in the set up, Um, under a set up for the custom objects. Food inventories. If you're wondering how I got here, I'll just do it again. I click click on set up. Um, you expand out, create you click on objects and you click on the food inventory object. And so what we weren't we're trying to figure out is that there is this all this and space hair where we could show the quantity available in unit price. But we're not showing it right now, So if you want to see quantity available or unit place for price, we actually have to click on the in Cree. And then once you click on them previously, the content available in unit price. So what we're gonna do is we're gonna make that information available on the front page. It's very simple to do. We have come in through set up into our object. And within our object, there is an area of it says certainly outs. There is a page layout to this page. Layout refers to this displays right here that has shown up now and then. The search levels within the search loads there is, ah, food inventory tableau. And it's saying that right now, the columns to display this food inventory. So we click on the search loud for food inventory, stab loud, And it does. It asks us what are their information to be one of shown next to this? Um, the tab off food inventory name. So? So we will add quantity available and unit bryce and look like save. And now we will refresh this view, and it should show us the quantity available in unit price. Eso our basic Ah. Ah. First object is ready. I'm gonna go ahead and make a few more increase in here. So, uh, will make, uh, you know so big. Increase on a three. Go back to the tab. You can see we added frauds and some indoor list as well. So I made a few more intrigues on we will. You know how questioners and and we will make few more entries in hair, so I think they can save. I cannot cyclic seven new and it allows me to make instead of having to go back to click on this stab and then clicking on new I just allows with the big multiple entries One after death there and And there we have it. We have, ah, some entries in our food inventory. So this is our food inventory. Object is complete. We have all these food items available. These are all the quantities available and these are all the unit prices. And now we will work on our next object. 8. Customer Object: this is object is going to hold the information about the customer even though it says customer name here, we're just going toe. I use the term customer, do, um, make the subject and then we'll be able to enter a customer name and then we will be able to retire multiple items to that customer name. So let's go ahead and create the customer object. We clicked on set up Ah, click on create and we click on objects. And right now, you can see this is the first object food inventory object electric on new custom object. And the title is gonna be a customer on and the polluter names going to customers and, um, to the object name automatically populated for for the FBI. And now it's asking us whether we wanted to be a text or we wanted it to be an altar number . We wanted to be text because if you remember from earlier we talked about order number generous and automatic number text wants us to enter a text value. So we wanted to be text. The customer name is gonna be text when you click on Save and our new object is created which is a customer or customer called customer. What we want to do. Novas We want to create a tab for this object to Is the food inventory stab you integrate new tab for this object. So while within the set up men you, we scroll down on the left hand side underneath. Great. It's a stabs. We click on tabs and we want to create a new tab, and the stab is going to be for our customer object, and we will find an image to go with this. And so we'll just pick this image right here and we'll click next. And it's for all profiles. Believe the default of it is. We don't want it to be in all the applications. It's asking us how much applicants and you want included, and we don't want to include it in all the applications. We only wanted to be in the frozen food up and click save, and now we have our customer double up here as well. So when I click on customer Tab and I click on New, let's our customer is, um, James and like seven. You and, uh, their customer name Sarah. Right click Save And when I click on customers, I see that I have a customer named Sarah and a customer named James. Nobody click on Sarah. What I want to do is I want to be able to do add some food items to Sarah. Whatever food items Sarah orders and up next, we're going to make 1/3 object, which is going to be a junction object. And this heard junction object is the order object, which is going to allow us to deduct orders from food inventory and showed them in the ah in the customer object. 9. Orders Object: the third object that we're gonna create is going to work as a junction object between our food and Wintory object and our customer object. So right now we have ah, do objects we within the set up. If you expand our created click on object, we have the customer object in the food inventory. Object on the third object we're gonna make is going to be the order object. And this is gonna work as a junction object. It's gonna have a master detail relationship with food inventory in a master detail, relation with relationship with customer name on this object is going to enable us to adjust inventory and add Ah ah, an order. Do the customer. So let's go ahead and create our third object. So we'll click on new custom object and the name we want to give this as order and the Blue Ruelas orders. And so, with this object, we want to give it an auto number. And if you remember from earlier when we talked about order number versus text order number automatically generates a number for us. So when we create the object, the first field is automatically created and then if it's an order number. Feel that there. If it's an order number field, then it will automatically create a number for that field. So we will use Order number, field, and, uh, we will use the format offered by Salesforce with instead of a we will say it order. And the first said the despair for my just going to say order while in order to order three and said, The starting number is gonna be one. And we're Laura Baird A lot activities and will allow track field history and allow chatter groups. And this is deployed and we'll click on Save. And now our new custom object is ready. So the new custom object is ah, um, orders. And this needs to have a master detail relationship with inventories and customers. So what that master little relationship will enable us to do with it will enable us to to make adjustments to the inventory and and be able to publish that Does this object on the customer depth 10. Creating Master Detail Relationship: now that we have created our third object, which is the orders object we need to create a master detail relationship between the orders object and food inventory and orders object and customer Ah ah Salesforce allows us to do is it allows us to create to master detailed relationships on an object. So within our set up, we are under the create option. We're on the objects and click on objects again just and then within objects. We want to go to the order, object and in the order object. We want to create a master detailed relationship between order and inventory and order and customer so that we are able to adjust the inventory based on what the customer orders. So this is because this is a junction object. And so how we create this relationship as we click on new fields and relationships with, like on a new relationship. And when we click on a new relationship, it has all these different types off data types. What we're interested in a master detailed relationship. This is gonna be a relationship between the orders and inventory. So we click on next and it says there or what? What does this master detail ship relationship relate to? So I'm gonna related to, um, the food inventory object. So I just do show you what that means on a separate tab come to create on objects. So these are the three objects were using the creating a relationship a master detailers relationship between the orders object and the customer object and orders object and the food inventory object. So here it's saying that which, which object do we want to relate Orders to serve unrelated to food inventory like next and eso the field name is going to be, uh, food inventory and we'll give the field name as it is. And, um, the child in this master detail, the child is the orders and the masters of the food inventory going next. And it's asking us what roles for it to be visible to its visible to all these roles will click on next. And now it's asking us which do we want to show it on the order loud? Yes. We want to show it on the orderly out. Um, next it's asking us, Do you want to show it on the food inventory loud and we don't want to show it on the food inventory lived because we want to show it on the customer layout and we'll get to that here shortly. Eso you can click on seven New Nah, begin Great. Our second master needed relationship, which is wonderful between orders and a customer to click on a master leader. We click on next and not asking us. Which objects is this master leader relationship related to? So this is related toe customer, and we click on next. And, uh, we will give the name off customer on Click On next. It's gonna be visible to all these profiles we click on next. It's going to be on the order is gonna have an order loud. It's going to be the page layout, and now it's asking us, Do we want to show it on the customer load? So, yes, we do want to show it on the customer layout because 13 the committing an entry for a customer, we can we can include what orders the customer has to look click on save. And so now this is our object custom object, which is the orders, and we have greater do relationships are between the customer, um, object and the food inventory. Aga it says right here. Master detail, relationship, toe customer and food inventory. Eso if you go back to our application. And if I click on customer and I click on the an existing customer, Sarah. No, there's an addition off orders who began? I can bless a new order from here. So let's if I click on new order and it's going to ask me what food inventory item did Sarah order? You look up and it has all the food inventory items that we had included initially. And the customer we have. Well, it's already populated with Sarah because that's the customer was making it on, and I click on Save, and that's Sarah's orders. Your 01 is going to be, ah, mashed potatoes and cornmeal. And so that's how you create a master detailed relationship. So s so what we have done, like just you can only create to master data and relationships If I try to create a new Master Gideon relationship. That option is not available anymore. Eso well, just look at the objects. So these air three objects that we have, you have Ah food, inventory, customer and order. And what we did is that we wanted to create a relationship between food and Victorian customers, arbitrated a junction object called Order, which has a master leader relationship with food and inventory and customer. And so it is showing up on customers of. And I have a customer that's created a click on new order within the customer and artistic on order, and and it enables me to pick up inventory items from food inventory to put them on the order up. Next, we're going to deduct the food inventory best on the order of replace through the customer . 11. Including quantity in order: So right now we have, ah, three objects. And, um, there is a master detail relationship between the orders object and ah, customer object and the food inventory object. Eso, the customer and food inventory do not have a direct relationship with each other. Their relationship with each other through the orders object. As a result, if I am on the customer tab and I create a new customer and we will call this guy a customer Jones and we click on Save. Then once we upgraded a new record for a customer, it has this, um, option of creating a new order for this customer. As a result of that master detailed relationship and right click on new order, I have the ability to pick something from the food inventory lists, and the customer name is automatically populated. And this is all of this is because there is a master detailed relationship between this order and customer and ordering food inventory. And so if I click on save, a new order is blessed for customer Jones and right click on the order. It's shows that it's from for Chicken Alfredo from the food inventory. What we want to do is we want to be able to allow the customer to be able to enter some numbers as well. So when you are on the customer tab on your customer, Jones and you click on new Order right now are just asking for foreign food inventory value , which were bringing from a big list now. And there's a customer name, but we want to be able do type and quantity s so that we can calculate the total amount due for the particular purchase as well. So how we do that is we go to the order field or the order object, and we click on edit on the order object and then once actually started, not at it. When we we go back to the order object, we go inside the ADR object and then where it says custom fields and relationships, we click on a new field, and so you can see we don't can create anymore master detail relationships. But we can create ah, number field. So So this is a number feel that we will enter into, so you click on next. And this is going to be what a month we want to order. Um So what quantity we do we want to order and solid whole numbers of length is going to be 18. So quantity, order and we click on next and it should be visible to all the profiles. The one next. And so now it's asking us, Where is it going to go? This in form of the what Philip Paisley to use for this information. So it's going on the orderly out and we click on Save. And no if you go back to our customer tab. And let's say we have been destroyed in existing customer Sarah and Sarah, one suppressing the order in the new order. Now it has the ability to say what product that Sarah want to order, as well as the quantities we can type in a quantity off 34 hair except and we have. Sarah has a couple of quarters. No others and orders years here, there. One orders he was over. There were 300 people in order. 0003 It says that it's looking for quantity off 34 for this particular food inventory item . So what we want do do is we want to calculate the total, but before we calculate the total, we do have to also check the inventory compared to seem to make sure that we have enough items in their inventory. So up next, we're gonna take care off these the these requirements. 12. Validation Rules: The challenge that we have right now is that if someone comes in and places a new order and , ah, we are able to take an order and we need to be able to make sure that the quantity that is being ordered is, uh less than the inventory for the particular product. So we know that right here are the quantities that are available. We want to make sure that when someone enters a number into this quantity, order, quantity field that this field is, it's going to validate against the available inventory to make sure that that inventory is available. So how this works is that there's a feature and Salesforce called validation rules. So but validation rules. When you're about to enter some data into a field, it will compare it against another field on validate that data. And in our particular case, what we want to do is we want to create a validation rules on quantity ordered and on, and then when seven the user types in a number in the quantity, order whatever number it may be, and when the click save, it's going to validate it against the inventory to quantity available to make sure that that quantity is available for us to be able to take that order, and we'll also learn how to update the quantity available through a separate process. So let's go ahead and implement validation rules. The value very implemented. Validation, rulers, you make your way back to your objects. So through set up, you come down to expand out, create and you click on objects. And the validation rule is going to be on the field, called the Order Quantity, which is a part off the object order object. So we will going to the order object and this is are the characteristics off our object. And if you scroll down, it says custom field in relationships and related look off fields and then there it says Validation rules right here. So we will create a new validation rule when the forest aspect of the validation rules is asking, or us what's the name off the ballot? Lucien rule. So we will call it Jack Inventory. And then who? So I've just put a little description and hurts that's gonna check against the available stock to make sure that we have enough inventory available or not. So the way validation rules work is that they have to evaluate crew for there to be an error message. So if I say in hair that ah, very simple way off validation validation rule would be That s a This is a formula editing area where you would write in the formula Very simplest way off. Looking at this validation, rulers, that I insert a field and the field that I insert is quantity ordered and quite objective. See, if quantity ordered is greater than I insert another field from, uh, food inventory, which is going to be available. So this is the simplest way off looking at it. So if this ends up being cruel, then the answer is going to be the is not no inventory. The Dara messes when, but there's not enough inventory. And then it's asking us version. Better show up, he said, Next to the field and we click Save. So this is the more simplest way off off making this validation group. So if I come over hair and and so we will see that this chicken Alfredo has 90,000 units and we will create a new order and we will big uh, Jigen Alfredo. And instead of 90,000 units, we will die 100,000 units. And if I click sieve, it gives me an error message. There is not enough inventory, so that's a very simplest way off. Looking at a validation. Well, they went to the men inventory and checks against an inventory, and it said that's not enough inventory. So I said, there is not enough inventory, and that's how the rules work. Um And so if I put in 90,000 and I clicked, save it takes order. And so order number four is a 19 90,000 units off Chicken Alfredo. So, uh, we will learn how to update the field as well, because I was afraid. Now we're taking a 90,000 order, but this number has not changed. I'll refresh the view over here. This 90,000 is still the same. So we will in the in the near future, we're gonna cover how to change this number as well. That's through workflow rules. But right now, what we want to do is you want to write a validation rule that Jax against inventory and Jack's against inventory in such a way that if it's a new order versus if it's an old order . So a new order means if you're writing a new order, then it's going to check against inventory to see if it's a greater or less than the inventory. And if it's a changed order, let's say that you or stuck in order of 50,000 and then you took in another order of 60,000 then it has to jack against the difference it had. It will not jack against the 50,000 or they will not jacket and 60,000 and protect against the difference of 10,000. So So if you if you edit a field, then it should check against the difference, not the briar value. It should know the difference between the proper value versus the current value. And so you will see what I mean. When you look at the equation, I'm going to write. So I'm gonna write a simple if statement. So this is how in if statement works, I'm going toe this put in, we will use that actually will dispute what Salesforce offers us. So on the right hand side, Salesforce offers us all the statements that we will select the the function from clicking and surf action. So it says, if logic does its true value of grew of logic, this is false value of false. So what we're gonna say is there's gonna be a logic test, and if it is true, then we're going to check to see whether the values are greater than or less than and then we're going to do a second death. So So I'll just go ahead and and highlight the value falls. And second, if statement is going to do another logic test to see if there is an existing value that is being changed. So so when we take a new order when we'd like a new order, the new order is going to grade a new record, and and so the first we want to see is that if it's a new order, so it's the logic. Test is if this first logic does, there is a function, and Salesforce, it's just called, is new. So the first logic dresses is new. If the field is new and you leave it blank was a dis testing it on a particular fields. It's already a testing it on the the particular records that you don't need to put anything in this bracket overhears this text testing to see if this record that you're creating, if it's a new record, then we want to do a logic test. The logic test that we want to do for a new record is that we will insert a field and feel that we want insert is that we want to check for if the quantity ordered is greater than click on insert field again. Quantity available. So this is orders, food inventory and quantity available. Self quantity ordered is greater than quantity available than this test evaluates to True. Yes, that's true. So it's going to give us, uh, and error messages going to say there is not enough inventory. This isn't guess when we are creating a new new record. However, if we are editing an existing record or an all record, then we need to have a separate extent meant just test for that existing record. So the logic test that we want to have foreign existing record is that I'm gonna hard like this logic test. So there is a feature or there's a function off salesforce, which is called prior value. So what we want to see is if the force will insert the field, which is quantity ordered. O R order quantity is less than the briar value, which is that it's the prior value is a function. And for the field that we want to check the bribe value for girl insert quantity ordered. So what we're testing for is, if the quantity ordered is less than the prior value off the quantity ordered, then if it's less than the problems of the country, order that way don't need to worry about anything because that means that our, uh we already have enough on the inventory because we have already tested and were what we would have already updated. In the next step, we will be updating the actual field. So So if the new quantity ordered is less than the price or quantity or the change in quantity values of your game and you wanted to buy 5000 pizzas, but then you get back and you said no and you want 4000 pizza. So we had 5000 pizzas which we had tested against the inventory than its We can confidently say that we definitely have 4000 pizzas, so your order is less than the prior value. So if the northern logic testes, if the quantity ordered is less than the prior value of quantity ordered, then we don't have anything to be concerned about. So we will call this false Was you ever see the error guns when the when the value results in True. So the false is finds is their faults. And and if the if this logic test off order quantity less than prior value of order quantity is not true. That means that the new of a number that you entered is greater than the power number. So you're ordered 5000 pizzas before you and home. He said, No 1 6000 pizzas. You going back? And you said, Well, 6000 Peters instead. So now we need to see whether we have enough inventory for the remaining 6000 pizzas. So the logic test for that is I'm going to highlight this value of falls and make a bracket for us within which we're going to create this logic test. Uh, is going to be quantity ordered was gonna highlight quantity ordered minus Well, it's is less than the prior value of quantity ordered. I'm going to copy it this when a president hair and so the quantity ordered minus the prior really do off quantity ordered, which is going to give us the difference of the bride Worldly was 5000 Ulu 6000. You want to see if this is less than and we'll insert a field hair, which is food, inventory and quantity available. So it's a nice jesting against whether this is less than quantity. If it is less than quantity available than it's going to evaluate the crew, which is going to give us the error. And, uh um, so you don't so so quantity, order, quantity minus prior value. So that's what 6000 minus 5000 which is 1000 is less than quantity available. So actually, this has to be not less than it has to be greater than so Richard. Then quantity available. So that means if we had ah, prior value was 6000 and bribery was 5000 new value with six thousands of 1000 is, uh, greater than quantity available. If it is greater than quantity available, then it's gonna go bust a groove is is going to give us an error, so we'll get there next to the field, click on save. So now you can see there are violation. Rule is complete hair and this is a relegation Willis. Here is the formula for validation rules. And now let's go ahead and test our relegation. So we're going to desert a validation rule by right now, Change the number for the chicken Alfredo to 5000 and we're going to come here. And, uh, we will create a new order and we'll place an order for, uh, Chicken Alfredo and we will place an order for Well, we'll try to place an order for 6000. Should give us an hour to be placed an order for 6000. It gives us and her because we only have 5000 available. So then we place an order for 5000 over the present order for 4000 and we could save and daughter saves because we have 5000 units available and five and 4000 is less than 5000. So it works. So now this. Let's say we go back and we try to edit it. So right, another value is $5000 if you want to. 15,000. If you tried at edit and put 15,000 and save it, it gives us an error again. And it says that there is not enough inventory available, and that's how they implement of validation rule up. Next, we're going to implement ah workflow rule through which will be able to update the inventory values for our food inventory. 13. Workflow Rules: The next step we want to do is we want to create a workflow rule that will allow us to update our inventory. Right now, we have all these numbers for inventories and we can bless me orders. When we place a new order, we want the inventory to get adjusted. So the feature of Salesforce that we used to make this possible is called workflow rules. So if you're going to set up and you expand out the create toggle and then you see this workflow and approvals click on workflow rules. And when you click on workflow rules, it tells you basically what different types of work flows are you can hit, continue. And what we want to do is going to create a new workflow road. So when we click on a new workflow rule, it asks us what kindof object to create it on. Before we get into this Laissus quickly. Look at one more aspect of workflow rules a clicked on workflow rules And what what? How our floor was works. Do it. What workflow rules do is that you can either greater task and assign a new task to user a role or ah, or record or on our record owner. You can create an email to consider an email. You can do a field up dead, and you can do an outboard dresses that you can't create a new field. But if there is an already existing field, you're able to update the value off that field and you're great and own our bone message so you can. You can create an I. D. You can send the I D for your for your particular field in an outbound message, and you can create a task so you're not able to create new fields. However, there is an existing feel. It'll workflow rule. We can update the fields for our existing existing fields. How are we gonna create new feeds or weaken grated task for someone as well? So it's just splash bases, just telling you what the different possibilities are for a workflow rule. So we'll come in here and we'll click on a greater new workflow rule. Now it's asking us, like what objectives this work look, rule going toe apply on and so, uh, object that we want to do as we want to update the inventory. So we're going to apply this on. Our object is going to be our order object. So just goingto make sure that we're blood on the right object is gonna be on the order. Object. And, uh so I have to best to make sure that we picked up the right order. Um, so So you click on the object and then you grow called it a name of dead inventory. Um, and this this rule with losses changed inventory best in order. And so the rule is and runs the up there's is going to run best on three different possibilities. Either when a record is created or when a record is created. And every time the record is edited or when they create record is created and after off certain time offers, the 24 hours later off, the record is created, or the record is that it did, or one day after the record is created or the record it'd as that it did. So what we were going to pick it, we're gonna create whenever the record is created, and every time that the record is edited and then the workflow rule. What it is asking us is that do we want to run it on? A particular criterias are met. So, um, we can say that when formula values to drew. So this this is just testing this part is assessing to see what What needs to happen for us to actually run the workflow rule. So what we want to do is we want to run the workflow rule When, um this this particular criteria is met. So So this is for an order. Uh, we want to, um, so it's either created or when it is edited, so we can use the, uh, the criteria is met field. Or we can use a formula. Feel that formula where value is to troops. Um, so So this is so what we're looking for is, whenever an order is created or every diamond arteries at it, it's all we need to do. Harassed. I've been crew, which means that when whenever an order is created or in order is edited. So so whenever that values to drew, this work for rule is going to fire so we can click on seven next and no assessing us that august. You know, whenever your order is created or edited, we are going to have. Ah, some some barfly action used to be added to it. What were you know, this this bird flu will is going to trigger, But what does the work for action that we need to add? So this right here is asking us like you want a great in your task. You on Senator Emailer Or do you want to do a new field update or you want to send out on and, um, are born message or you want to select an existing action that you've already defined. So what we will do is we will do, Ah, a new filled up dead. And so, uh, the field update have to identify this particular task if you're creating. So we're going to call it up dead and victory on, and it's gonna be it's gonna object inventory. And it's gonna ask us like which one off the feels do we want to update? So? So the field everyone to update is in the food inventory and in the food inventory. We want to object the quantity available field. So So we're going to update the quantity available field. But how are we going to, um update the quantity available field. So we're going to use formula said the formula that we're gonna you is uses. We will use show formal editor. So the formula very going to use it? We're going to use an if statement again. And in this of statement, what we want to do is we want to update this quantity available in the inventory object based on the order that has been placed by the customer. So we will use the if statement because if he just simply added or delete subtracted from the inventory than then, if that's customers is revising their order, then there's going toe. Subtract the total amount every time. So let's a customer ordered 5000 units. That's going to subtract $5000 for the first time. But then the customer again ordered changed their order to 6000 units. Then it's going to subtract 6000 units. So if we were to write a simple formula that ah uh, the simple formula basically read quantity available minus insert field and quantity ordered, so this will. This will just reduce the moment. So if the if the customer revised their order from 5000 to 6000 it's gonna deduct 6000. So you need to make the distinction between whether it's a new order if it's an existing, uh, added to an already sending added to an existing order. So we'll use an if statement for that to insert are instead if statement and the logic test we're going to use is is new. So if it is new, then if the if the if the ah record is new, then the action we want to do is we want to, um, take the, uh, inventory, the quantity available. And we want to subtract the quantity ordered or order quantity from the quantity available . So if it's knew, this is what we want to happen, However, if it's all, then we're going toe it good. So let's say they use The customer came and ordered 5000 forests and they came back and they said, we want 4000 so in that case, you want to put that housing back into our inventory. However, if they came back and said they wanted 6000 then we wonder. Deduct an additional 1000 from the inventory, so we need to have an if statement that decides whether the revised order is higher than the prior order, or is it lower than the prior order? So we will submit another if statement over hair. Um, and this is our EC statement right here. And the logic test is the first logic test that we're going to give it that if the Garen daughter, um order quantity is, uh, greater then. Ah, prior value off the order quantity. Well, this copy this order quantity like this, and we would say prior value. There it is. Prayer value. If the order quantity is greater than the prior value off daughter quantity, then be what we want are, um, Salesforce to do is we want to, um, subtract the difference between it's It's a deadly that if that if the order quantity now is 6000 and the problem really was 5000 we wanted it subtract another 1000 from the food inventory Quantity available. So s so we will insert the field. Ah, Would inventory quantity available? Insert this field and we will subtract from this quantity available the difference off. So the difference between the 6000 minus the 5000 which is the quantity, order, quantity minus the prior value off the order quantity. So So said this. Let's say this food inventory quantity available. What you see highlighted in front of you is 10,000 and then the new order is 6000 and the probably was 5000. So from that 10,000 we want to deduct the additional 1000. Now they're scenario is going to be there the instead off 6000 off the initial water was 5000. Customer came back improvised to six thousands of years before Sui deducted the additional 1000 in our logic test. Now let's say the customer guns, but I can say I want tohave four thousands. So we need to put that 1000 back into our food inventory quantity available. So we will highlight this food inventory quantity available and requested here and in this case, we're adding something to it. And the money that we're adding to it is the, um, different. So that is, in this case, the prior value was greater. Seville copy prior value off, which was, um, 5000 the probably off order quantity and we're gonna deduct from the proper value of water quantity the new order quantity on and Harriet have it New order, quantity. And we can check the syntax. Reject this index. And there were no syntax errors. So you can click, save And now our workflow rule is implemented. So, uh so once a workflow rule is implemented is created, right Our workflow Willis created We still need to make it active. So So if we click back on workflow rules when we get click continue it will show us that this ah workflow rule is ah is actually it says it's active. It's not activities that would look on active. And now it's now we have activated I work for Let's go ahead and test our workflow rule. Uh, we see over here that we have for chicken Alfredo. We have 5000 quantity available on We'll go ahead and greater new order and we click on new order right here and we take a pic chicken alfredo. And then let's save the order 3000 and we clicked Sieve Ah, so this should update our inventory. Before I had refresh on this page, it shows our inventory has gone down to 2000. Let's go ahead and edit our order and we letter that first fall will check our validation rule to make sure that our validation rule is working. But and save 6000 and save it. It gives us an error because we don't have enough for 6000 so we will put in 4000 instead and click Save. It's sieved and we will refresh our view hair. And so it. It just has adjusted the inventory to leave only 1000 and we will do one more adjustment to bring it down to make sure that it adds back to the inventory. We change it. 1000 clicks save and we refresh it hair and it picks it up to 4000. And that is how our workflow rules work. So if you click on, uh, workflow rules and click continue, you can see that there's a workflow rule called Update Name, which runs on when the criteria screw and the workflow action within the world floor. Well, it's a field 14. Calculating value of order: The next step for application is that we want to calculate the order amount. So we for customer comes and they place an order right now of and we look at the order, we're only able to see the quantity we want to be able to see what the order amount is as well. So how you do that is you create a formula field, so we're going to set up and we will quit the grid and we're going to objects. And so if you remember this order, object, right hair. It has a master detail relationship with food, inventory and customer. So the food and the food inventory object. I'll just open it in a separate tab has a field which is called unit Price. So what we want to do is what a credit formula with multiplies unit price with the field on our order object, which is called quantity ordered. So we have to feels we have ah unit price that needs to be multiplied with this quantity, order, field, and that will give us the order value. So an important thing do not about here is that when it comes to objects, we have ah master detailed relationship between some objects on this. Open up our objects over here. So this this order object has a master data relationship with the customer and food inventory. So we're able to run a calculation on on the fields from, ah, food, inventory or customer in the order. Object. Um however, if it's a formula field on the order object that references either the customer or the food inventory, then that formula feel cannot be rowing using rolled up some rayfield in the other objects that this order is a junction object. It's a water values. The non formula type values can be some. Some read up and in the parent objects. However, if if there's a feeling the order object that has formula in it and we're gonna use a roll up summary on the parent object for that for the child object. So So you will understand what I mean when you when you make your application. So we will go ahead. We're in our object order object. So we have all these fields already gonna create a new field, and it's asking us what can a field is it going to be? This is gonna be a formula field, and, uh, you like next, Andi, we'll call it order value, and it's going to be a currency field, and it's gonna have two decimal places. We'll click next. And so now the formula is very simple. Uh, so the first value the with everyone put in from from the order object his order quantity, and then we want to insert multiply. And the second value we want to put in is, uh, from, uh, uh, look even advanced and Republican, The second field, every want. And there is the unit price. So unit raise, multiplied by order quantity gives us the order value. So very simple. Um, next. And we wanted to be visible to all users the next. And we wanted to go on the order layout, reflexive So, no, If we look at this order, we will refresh it. It might not show the value right now said it is. It is showing us the order value. So if I going customer and I go on anyone off the customers and click on their order, it shows me that this order has a value of $4000. So when I'm clicking on customer and and on the customer's always see is like order, number or order Name. Uh, When we click on this order name, it gives us the detail for that order. We have the ability to show the value on this page for this order as well. So the way we showed the daughter total order value on this page is by changing the page layout for the customer object. So we're really going to do our set up and we'll go to our objects that you have to note that that way, when we are on the customer, Deb, we click on the customer, and right now all we see is this order number. So we want to change the page load for this customer tab, and they s so that we can see more information than just order number. So So we are in our set up and we clicked on, create and clicked on objects, and we will click on our customer object and in the customer object, there is a section for page layout. We will add it our place layout and this is the page layout editor and it is showing all the different sections for our bitch. And you can see that there is this order section than the related lists, and this red button is going to remove it, and this right button is going to change the properties for it. So we see order name, which is just the number that is for that particular object. We will also include some additional information. So we want to have, um this is all the list that is available to us. So let's say we want to include we can. Good unit praise. We can include order, quantity and beginning through daughter value on a we lost central food and recurring them . So now we have added a few more components to our Louds with Click save over here like OK, and then we look like save a pair on a You would refresh this page. So now we get a lot more information on this two page loud. We have the order number. We have the the inventory name. What? What was ordered? The unit price, the order kind, quantity and order value. So this is an older older increased so well described a new increase on all right type in quantity except And so no, it it ought. It gives us the quantity, and it automatically calculates the value for us because of the formula field that we created, and it gives us the order value. So? So not if you have, ah, customer will displace off one more order hair. Um, and seven, You know, if you click on your customer dab in your obligation and I think this was a customer that you worked on, it shows you first. You had to click on the order to get more detailed value. But now you can just have a snapshot off the order number. The inventory name, the unit price, quantity, order and total order value. So this is, um, we're making good progress in our applications Is our applications has the home tab. It has the food inventory tab that shows us all the items that are available to us in our inventory. And then a customer comes to us, and we want to take, ah, custom, more order. We can create a new customer, and we will. So we just created a new customer and the customer places a few orders. We take daughter and, uh, re customer wants to have some chicken. Alfredo, I don't know how many a few of them we have left to build this here to the safe side and order 50. The customer blesses the new order for it's just Dick any and any item like sieve. And so So this is what our application is doing is taking in the orders. It's giving us a unit price. It's telling us to convert the order ordered, and it is giving us the total value off the order. 15. Summary Report: a replication is complete. Let's go ahead and look at how to create a report on our application. So the first step in creating a reporter in our application is you're going to set up and within set up who will scroll down to create and people create force of the creator report type nuclear. Continue over here, and we will create a new report. So it it needs a primary object that the report is going to be on. The primary object is going to be ordered, will make a report on orders. And, uh um, we will then call it order report, and we will call it, give it some description, and then it asks us, where do we want to store it? We will store it and other reports for right now, and we'll put a deployed. And so what this process is doing is it's making this our primary object orders available for us to be able to create a report on it to click on next. And so no, uh, the new custom report type is available, so order reports begin, we can add more objects to it. We can only add activities to it. based on the type of relationship that has. But we're just going to leave it at orders. And now we're going to actually create the report. We're going to run a report on it. So we look at all tabs and one off the tabs that's available to us is the report stab. So when we come into the report, stab, Um, we look for we had to get share, saved our report type and other reports or we look for are totally going. New report is gonna ask us which folder to go after would look on other reports. And dick, one of these hopefully separate in this right folder. Uh, we have to save this report for us. That's what it's not visible. You do order boards has saved not part of fresh this bids. There it is, our order report. And now we're able to run a report on our orders so we can include, um, some of the information from here in a report. So So we will include, uh, customer name, and we will remove this, and then we will make it a summary report and well include the food inventory item, and we'll include or drew quantity, and we'll also include order values. So now this is a basic report began. Click Run report. It's going to run the report for us. Andi, we'll see if we can. We're able to have the ability to Teoh schedule the report on we can customize the report. Let's bring this back to this screen right there. Um, we can we have all these different types of report types that are available? There's a matrix, um, on, uh so it gives us the record count, but we don't We don't really want it that way. Really? With the weight falls, we'll just leave it at a summary report. And after we run their aboard, we can also some raise the information. So if it's some raise information by customer name Onda, we rerun the report. It gives us how much is the total for each customer. Um And so then we are able to, uh, do a save. As on this report, Andi, and in our personal personal custom reports, click, save, and obviously a greeted the summary report. When we click on it, it shows us the summary. That is ah, a little bit off information about how to create a report and, um, Salesforce 16. Review: Let's review what we have learned in this class. We started by learning about the developer dog salesforce dot com account. We created our free developer account. Then we logged into our Salesforce console and we learned, Ah, a little about the development environment for force dot com. Then we learned about what an application is. An application is a collection off components such a stabs, reports, dashboards and visual force pages that address a specific business need. Salesforce provides standard up, such as sales and call center. You can customize the standard adapts to match the way you work. Then we looked at some of the standard abs. Then we looked at some of the standard objects that you see up on talk home chatter, campaigns, leads and so on. Then we looked at the possibility off customizing standard objects offered that we created our own custom app, and we made an application that allows individuals to order frozen food. Then we changed our APP logo. We added our own like logo to the application. Then we looked at an object. We looked at the structure often object we looked at What are the components? Often object. Then we looked at the structure off her application we looked at were going to create three objects were incorrect. Create an object called food inventory. We're gonna create an object called customer name, and we're going to create an object called Order. And we'll look at how these objects are going to relate to each other to make the the infrastructure for application offer that we created our first custom object, which was food inventory object and, ah, offer grating our food inventory object. We created a tab for our food inventory object. And then we created our first custom field within our food inventory object and we, after creating our custom feeling the food inventory object wearable Do add, uh, objects. Add food items to our food inventory object. Then we work on the search layout so that we could see the food inventory name and the quantity available on the unit Price at the same time offered that we created a our next custom object, which was the customer name their customer object. And we created it out for the customer object as well, and so that we could add new customers to the customer object. After that, we created our third custom object, which was going to be a junction object, which was orders for the junction object we created to master detail relationships. And if you remember, you can any junction off, it can only have up to do master detail relationships. And so we created one master detail relationship with customer one master digital relationship with food inventory offer that we placed an order and ah ah, we had the fields for the decorated in order name. And we picked up an item from food and inventory and we had a customer. And so the food ah ah, the object that we created the junction object was able to was on the, um, customer was showing on the custom projects that would create a customer, and then we would be able to place an order from within the customer. Then we created a validation rule. We learned about validation rules so that when we're creating a new ardor, the order can check against inventory to make sure that we're not ordering more than what's available in the inventory. Then offer that we learned about workflow rules and workflow rules allow you do change Field sent out an email or create a task or send out ah message. And so we created a war four floor rules and enable that work for rule so that it would update the inventory for our food items. After that regretted a new custom field, which was the formula field. The formula full was across Object Formula Field, which referred to the unit price and quantity ordered and give us the total for a particular Roger. And after that, we worked on the page layer so that we could have a great view off off our orders. Answer the grid view. Look like you could see the order name in the inventory name. Whatever item this customer ordered, we look to the unit price. We could see the order quantity, and we could see the total order value and finally recreated a summary report. And this way we could see who has O has ordered Ward and we learned about some reports how to create a report, and that was the end off the glass. Thank you for taking the time to learn how to make a sales force application. We hope this information was very helpful to you.