We will be implementing the CRM application for a Chemical Equipment and Processing Company. This company deals with suppliers and provides services. we’ll compute small code snippets associated with this instance throughout our tutorial to know every concept intimately.
For executing the code during this blog, you’ll got to have two objects created: Customer and Invoice objects. If you already skills to make these objects in Salesforce, you’ll skip the steps given below. Else, you’ll follow the step-by-step guide below.
Creating Customer Object
We will be fixing the Customer object first.
Step 1 − attend Setup then look for ‘Object’ as shown below. Then click on the Objects link as shown below.

Step 2 − Once the thing page is opened, then click on the ‘Create New Object’ button as shown below.

Step 3 − After clicking on button, the new object creation page will appear then enter all the thing details as entered below. Object name should be Customer. you only need to enter the knowledge within the field as shown within the screenshot below and keep other default things because it is.

Enter the knowledge then click on the ‘Save’ button −

By following the above steps, we’ve successfully created the Customer object.

Creating the Custom Fields for Customer object

Now that we’ve our Customer object found out , we’ll create a field ‘Active’ then you’ll create the opposite fields by following similar steps. The Name and API name of the sector are going to be given within the screenshot.
Step 1 − we’ll be creating a field named as ‘Active’ of knowledge type as Checkbox. attend Setup and click on thereon .

Step 2 − look for ‘Object’ as shown below and click on thereon .

Step 3 − Click on object ‘Customer’.

Step 4 − Once you’ve got clicked on the Customer object link and therefore the object detail page appears, click on the New button.

Step 5 − Now, select the info type as Checkbox and click on Next.

Step 6 − Enter the sector name and label as shown below.

Step 7 − Click on Visible then click Next.

Step 8 − Now click on ‘Save’.

By following the above steps, our custom field ‘Active’ is made . you’ve got to follow all the above custom field creation steps for the remaining fields. this is often the ultimate view of customer object once all the fields are created −

Creating Invoice Object

Step 1 − attend Setup and look for ‘Object’ then click on the Objects link as shown below.

Step 2 − Once the thing page is opened, then click on the ‘Create New Object’ button as shown below.

Step 3 − After clicking on the button, the new object creation page will appear as shown within the screenshot below. you would like to enter the small print here. the thing name should be Invoice. this is often almost like how we created the Customer object earlier during this tutorial.

Step 4 − Enter the knowledge as shown below then click on the ‘Save’ button.

By following these steps, your Invoice object are going to be created.

Creating the Custom Fields for Invoice object

We will be creating the sector Description on Invoice object as shown below −
Step 1 − attend Setup and click on thereon .

Step 2 − look for ‘Object’ as shown below and click on thereon .

Step 3 − Click on object ‘Invoice’.

And then click on ‘New’.

Step 4 − Select the info type as Text Area then click on Next button.

Step 5 − Enter the knowledge as given below.

Step 6 − Click on Visible then Next.

Step 7 − Click on Save.

Similarly, you’ll create the opposite fields on the Invoice object.

So, this brings us to the end of blog. This Tecklearn ‘Enterprise Application Development Example’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals
• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform
Understanding Salesforce Platform
• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification
Introduction to Sales Cloud
• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management
Security Model, User Management and Its Features
• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security
Object, Record and Field Level Features
• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs
Data Handling and Processing
• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool
Deployment
• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets
Application Cycle
• Milestones
• Sandboxes
• Change Sets
• Packages
Reports and Dashboards
Declarative Implementation in Salesforce
Salesforce Development and Apex Programming
• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing
Lightning in Salesforce
• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce
Visual Force in Salesforce
• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components
WorkFlows in Salesforce
• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules
About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

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