CS524-Lab 4 Solved

A) Creating your Salesforce Developer Account 

For creating your salesforce developer account, please use the link https://developer.salesforce.com/signup 

Login: https://login.salesforce.com/  (You can login after creating your account using this link) 
Sl  
Fields 
Account Information 
1
First Name 
“Your First Name”  
2
Last Name 
“Your Last Name”  
3
Email 
 “Stevens Mail Id” 
4
Role 
“Developer” (You can choose any choice) 
5
Company 
“Stevens Institute of Technology” 
6
Country 
 “United States” 
7
Postal Code 
"Your Postal Code" 
8
Username 
“Stevens Mail Id” 

Click on Sign me up 

A verification email will be sent to your provided email id which can takes up to 5-10 minutes. Verify your account and create password and necessary details which needs to be provide. After verifying your account Salesforce Lightning Page will be loaded. You will need to change your account to Salesforce Classic Mode.

Steps are as follows: 

1)      Click on View Profile  

(You will be able to find it on top right corner)

2)      You will be able to see the Switch to Salesforce Classic under the options.  

3)      Click on Switch to Salesforce Classic. Congratulation you are in Salesforce Classic Mode.

B)    Creating record using Salesforce Standard Object [Total: 10 Points] For creating records, you need to follow these steps: 

i)       Either Accounts Object will be bar or Click on the “+”   

ii)     Click on the Accounts Object.  

a.       Account page will open

b.      Click on New

c.       A new Account Detail page will open provide the necessary details. Note: Account Name = “Your Name”

d.      Click on Save

e.       An Account will be created by your 

C)    Creating Custom Objects and Fields [Total: 50 Points] 

Part I: Creating Custom Object [25 Points] 

For creating custom object, you need to follow these steps: 

i)       Click on Setup (You will find setup on the top right corner after help)

ii)     Go to Quick Find/ Search box (You will find it on the left side) and Search Objects and click on Objects (You will find it under Create)

iii)   Click on New Custom Objects and fill the following information as per the screenshot

Label: Student Information

Plural Label: Student Information 

Object Name: Student_Information 

Context-Sensitive Help Setting: Open a window using a Visualforce page 

Record Name: Student Name 

Data Type: Text 

Optional Features: All Checked except Enable Licensing 

Object Classification: All Checked 

Deployment Status: Deployed 

Search Status: Unchecked Allow Search 

Object Creation Options (Available only when custom object is first created): Launch New Custom Tab Wizard after saving this custom object  

iv)   Click Save

v)      New Custom Object Tab page will open. Click on Tab Style and select any Tab style

  vi) Click on Next and make sure that the Apply one tab visibility to all profile is selected.

vii) Click Next and Save.

            Part II: Creating Custom Fields [25 points] 

After Clicking on Save the Custom Object configuration Page will open. Now we are going to add custom fields in this Object. 

i)       You will be able to see Custom Fields and Relationships section which will be under Standard fields.

ii)     Click on New

iii)   On Click New. Choose the Field Type and Click Next iv) Fill out the necessary information’s and Click Next

v) Field Level Security Page will open Click on Visible Check box and Click Next vi) Add to Page layout will open Click Save

Note: You need to create four custom field

For creating all these fields, the process will be similar the one you have already followed.

1)      Department: 

Field Type: Text Area Long 

Field Label: Department 

Field Name: Department (This will be populated automatically)

Visible: Checked 

Add to page layouts: Student Information Layout Checked 

2)      CWID: 

Field Type: Text Area Long 

Field Label: CWID 

Field Name: CWID (This will be populated automatically) 

Visible: Checked 

Add to page layouts: Student Information Layout Checked 

3)      Semester 

Field Type: Picklist (Don’t Select Picklist (Multi-Select) 

Field Label: Semester 

Values: Click on Enter values, with each value separated by a new line and enter following    values - Fall, Spring, Summer (All these values need to be on separate line)

Field Name: Semester (This will be populated automatically)

Visible: Checked 

Add to page layouts: Student Information Layout Checked

4)      Date of Joining Field Type: Date 

Field Label: Date of Joining

Field Name: Date of Joining (This will be populated automatically)

Visible: Checked 

Add to page layouts: Student Information Layout Checked 

D)    Creating record on Custom Object 
Now you need to create record on the custom object 

i)  You will be able to see the Student Information Tab on the Top along with the other tabs          

ii)     Click on the Tab Student Information Page will open.             iii) Click on New  

            iv) Provide Your Information Ex: Name= “Zeus Martin”             v) Click on Save

Student information page will be created, and your details will be populated.

E)    Retrieving the created records using SOQL [Total: 20 Points] 

Now we will be retrieving the records which we have created using Developer Console by running SOQL. 

i)  Click on User Menu which will be having your Name (Before Setup)  

  ii) Developer Console will open, and, in the bottom, you will see Query Editor. Click on the Query Editor  

Now, we will be running two SOQL queries for retrieving the records that we have created.