Salesforce Customizations

Salesforce Cloud platform offers a lot of customization features. Configuration means by using UI (User Interface) we can easily develop applications in salesforce. Whereas Customization means on top of that salesforce configurations, we can write our own functionality. Salesforce object structure can be extended by defining our own custom fields, custom objects and customizing the Page Layouts for different record types and many more functions.

The video is an Introduction to Customizations in Salesforce and will also cover the following
Creating Custom fields: Standard fields are predefined fields that are included as standard within the Salesforce CRM application whereas you can create custom fields for each object. Creating custom fields allow you to store the information that is necessary for your organization. You can also delete the Custom fields but not Standard ones.
Creating Custom Objects: Custom objects are the tables one can create to store the data. One can create a custom object to store data specific to his organization.
Customizing Page Layouts: Page layouts are used to organize the display of fields, custom links, and related lists on an object detail or edit page. They are used to establish unique layouts for different business scenarios. One can also customize the sections of the page layout.

Creating Record Types and Profiles

Record Types are a feature of Salesforce CRM to allow you to provide different sets of object picklists, different page layouts, and custom business processes to specific users based on their profile. These are used when we have different representations for an object. Salesforce has some pre–defined record types but we can also add our own record types. Record types are available for both standard objects and custom objects.

Profile is a group or collection of settings and permissions that define what a user can do and view in salesforce. A profile controls Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges. Salesforce comes with some pre–existing profiles and we can also create new ones if needed. Each user is mapped to different profile. Through profiles different users may use Salesforce in different ways.

The video will cover the following
– Creating Record Types
– Managing Profiles and Assigning Page Layout to Record Types

Validation Rules

Validation rules ensures that the data a user is entering in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False. Validation rules also include an error message to display to the user when the user returns a false value by entering incorrect data. You can specify where to display the error message when a record fails validation.

This video is the introduction to Validation Rules

Building Formulas

Formulas are used to perform calculations. Knowing even the basics of formulas, you can do pretty useful things. These are similar to creating formulas in Microsoft Excel. Through formulas we can perform operations on the custom field. You can create a simple formula by using defined operators and functions and can even do advanced tasks using them. Formulas are also used in Validation rules and workflow rules besides being used to set values of custom field. One of the type of formulas is Cross object formulas that allows you to access field values of parent record. It can span two related objects and reference merge fields on those objects.

This video gives a brief introduction to Salesforce formulas


Relationship define how various objects relate to each other. Basically they are of two types. One is Master Detail Relationship and another Lookup Relationship. Master Detail Relationship is used when the existence of child object completely depends on the parent of child object. The master or parent object controls certain behaviors of the child object. So, deletion of parent object leads to its child deletion. Whereas, using Lookup links two objects together, but has no effect on deletion. So, on deletion of parent object, its child records are not deleted. There are many other differences between the two which are breifly described in the video.

This video gives a brief introduction to Lookup and Master Detail Relationship in Salesforce

Junction Objects

Junction object are used to connect the two objects you want to relate to each other. It is a custom object with two master-detail relationships. Unlike Master Detail and Lookup that allows to create one to many relationships, junction object allows to create many-to-many relationships between any two objects.

This video gives a brief introduction to Junction Objects in Salesforce