Timeline: 5:44 -> Standard and Console Navigation App 9:29 -> Formula Field 28:06 -> Validation Rule 46:34 -> Page Layout 56:12 -> Record Type 1:12:40 -> Compact Layout
Sorry my bad english, and thannks for the bootcamp. I found that the warning "You haven't selected any navigation items for this app." appears because you dont add any item that need Navigation rules be configured in console navigation. If you add Contacts or Campaigns, for example, the warning dissapperas, and you will be able to configure the navigation rules for those items. For example: Campaign open as > Workspace tabs or subtabs of....
U are doing a great job Sanjay. I have just started your sessions. Wishing to build a career in salesforce admin .Hope your complete admin sessions will help in that
00:13 Today's session is about formula, validation rule, page layout, record type, and compact layout. 08:04 Formula fields in Salesforce 22:38 Learn to create formula fields and validation rules. 29:20 Implementing validation rules on objects 42:58 Page layouts and record types are used to manage fields and launch different layouts based on requirements. 49:20 Created two page layouts - fresher layout and experienced layout 1:01:58 Configured page layouts and record types for student object 1:08:43 Control picklist values using record type 1:21:51 Spread the word and get appreciation for the boot camp
Sir please add one development project. It will be very helpful if we implement whatever we are learning from your bootcamp. Its a request to add one dev project.
Hi Sanjay Sir, You had zoomed in to show the Save As button in Page Layout. Can you please let me know how you have done it ? Is it by pressing Ctrl + '+' only ?
Hi @SanjayGupta Sir, thanks for all your work. I'm just starting but I feel I've learnt a lot!😊 One question. How can I replicate these changes to the first records created, for instance, Record Type was not available for first 2 students, now, Record Type is empty for them but I cannot edit. You mentioned that they got the Student Layout that was created by default, but then, how can we assign Fresher or Experienced to these records. Thanks!
SANJAY SIR U R GREAT SIR UR GVING SUCH A GOOD KNWLOGDE TO ALL STILL U R POMISING DAT U PROVIDE DEFINATION TOO ..... JAHAPANA TUSI GREAT ... 🙏🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀ THANKS FOR PROVIDING FREE KNWLG IN DIS MEAN FULL WORLD ...
Hii sir Teaching will be super and also lot off efforts you can spend the this course i am thinkin, and also you can provide free training for every one some of the middle class people we will not pay for course fee. thank you so much sir help to every one
Hi Sanjay, First of all thanks for this awesome initiative and your effort to the SF community. Now, I have question related to this session, I have created fresher and experienced layouts and record type, they are working fine. But when view or edit old records it is showing the old layout. How to change this. pls explain
On old records we don’t have any record type assigned so they are showing old layout. If you assign new record type to those records using record type field then you will be able to see new layouts
Thank you so much sir for giving this much useful information. In this session, I would like to ask that, in record type concept we had added on validation rule that entrance score should not be asked for experienced layout. but after creating that validation rule, entrance score was not asking for fresher record type also. directly it was saving the record. please, clarify me this doubt sir.
Hi Sanjay, i'm not geeting to select the record type( fresher or experienced) when we are try to add new student. it is directly getting to record type new student as fresher. could you please help me out.
Hello sir, Thank you for teaching us, I have a question sir when clicking on new record in fresher record type only two fields are available and clicking on save getting an error because of validation rule. What should I do for this , please help
Hi Sanjay ,thank you so much for quick reply. Once we create custom record types will the master record types no longer be useful? and as you said old records will have master record type which was available before. but even though you update the page layout for Master records to new layout we created. It's not getting applied to old records. it have same old student layout .Also their record type field doesn't say 'Master record type' it is just blank. Why is that?
Record type field will be blank because master is just a placeholder not a name of record type. And page layout will update may be it will take few mins to apply.
Hi sir, i am going through your videos to start my career in Salesforce. I have heard an requirement from one of colleagues so the requirement is like while implementing validation rule on a text field so that field should not be left blank and should be a number that too 5 and 6 and should not contain any text in that. Can you please suggest on this?
Sir I did not get this. After cloning Student Page Layout to Fresher and Experienced , While creating New Student, it gave option to select fresher or experienced, But what happened to the old format of creating New Record for the student.
I applied the validation rule to check entrance score can't be blank. But for experienced candidate that field is not available but the rule is applied to the following record type too. How can we separately apply the validation rule to both fresher and experienced candidate?
Hello sir, 1. If we made it mandatory that the ''entrance score'' should be populated when we were creating this field do we still need a validation rule. 2. what is the difference between ''validation rule '' and '' when we made it mandatory when creating the field. as in both cases the record cannot be saved. 3. **This one i Corrected. ( I made the compact layout but the layout is only applied to the fresher one and not to the experienced one, where it can be went wrong.) Thanks you
hi sir, when i use that validation rule that you edited for fresher. so upon refresing the page when i tried to create new fresher record and save it , it didn’t throw me any error for entrance score and it got saved. what can be the reason. i refreshed the page many times but still the records are gettng saved.
hi sir, when you creating record types like fresher , experience in that page layout when you creating records, if you notice there age field is blank, but in validation rule you provided id Age
so once you make a particular record type default ,can you change default to another record type later? I couldn't. neither was I able to delete or inactive that record type as it is already used as default record type by all profiles. The only way I am still able to change the default record type is to go in individual profile and edit their default record type. is there any way to update the default record type for all profiles in bulk. Because that option is not there under edit option on record types.
sir i am getting this error again and again while creating New App ....An error occurred while trying to update the record. Please try again. Setup Entity ID is invalid: null....What to do now sir pls help me
Hello , How to add Record type in existing records? i.e. I have created one record before creating fresher or experienced layout now when I want my compact layout to show record type its not showing..so is there any way we can edit or add record type?
@@SanjayGuptaTechSchool page layout sir... actually so many records are there,i want to open that record and this record is which related layout ... actually i am poor in English
@@naveenchowdary6559 There is no such way to identify on record page, that which page layout you are using for that record; you can identify the record type only. You can find it on page layout assignment only that for which record type which page layout is being used or assigned. Hope this answer you. @SanjayGuptaTechSchool - please correct me if I'm wrong. Thanks!
Sir I am on day 4 of Salesforce bootcamp and my doubt is that record type in COMPACT LAYOUT is not getting populated for existing records before creating Fresher and experienced page layouts and I changed master layout to fresher so it should be Fresher for existing records in record type or it should remain blank?
My second doubt is why it's even showing error for entrance field in experience page layout when ENTRANCE SCORE field is not even there before applying record validation .
Sample I think one doubt in formula field English and Tamil marks, it should be less than 35 fail, how to create a formula field give a code or video ping me. .
Sir, suppose we have some students whose age is < 10, but we want that newly created student's age should not less than 10. If we modify other field than age of those students whose age is less than 10 then it should take that changes, not reflect error. How will it possible?
@@SanjayGuptaTechSchool Thanks Sir.. Sir, I'm experienced person.. I have hand-on experience in Customization Role, Profile, Permission Set, providing license to the user, workflow, approval proces, etc.. I'm looking for a job change ASAP.. Please help me in that
Timeline:
5:44 -> Standard and Console Navigation App
9:29 -> Formula Field
28:06 -> Validation Rule
46:34 -> Page Layout
56:12 -> Record Type
1:12:40 -> Compact Layout
Day 4 done Successfully got same results what u did sir. Thank u so much helping in learning
Excellent Stuff from Sanjay Gupta Sir, Literally we can't find this much amount of quality from paid courses as well. Thank You sir
Sorry my bad english, and thannks for the bootcamp. I found that the warning "You haven't selected any navigation items for this app." appears because you dont add any item that need Navigation rules be configured in console navigation. If you add Contacts or Campaigns, for example, the warning dissapperas, and you will be able to configure the navigation rules for those items. For example: Campaign open as > Workspace tabs or subtabs of....
I'm catching up! I'm doing everything in the videos and everything is good so far. Thank you again!
Excellent! Keep it up!
This is Mustafa from Australia u have doing a very good job sir I salute u from my heart
U are doing a great job Sanjay. I have just started your sessions. Wishing to build a career in salesforce admin .Hope your complete admin sessions will help in that
sir you are a saviour...will dedicate some part of my first salary to u for sure :)
Most welcome
Sir whatever steps ur saying . I am able to do exactly getting results . TQ so much . Getting hands on experience
Hi Sanjay, I learned something new. Thank you very much.
Glad to hear that
Thank you so much for making detailed videos.
00:13 Today's session is about formula, validation rule, page layout, record type, and compact layout.
08:04 Formula fields in Salesforce
22:38 Learn to create formula fields and validation rules.
29:20 Implementing validation rules on objects
42:58 Page layouts and record types are used to manage fields and launch different layouts based on requirements.
49:20 Created two page layouts - fresher layout and experienced layout
1:01:58 Configured page layouts and record types for student object
1:08:43 Control picklist values using record type
1:21:51 Spread the word and get appreciation for the boot camp
very good job sir. Your Videos are helping me to understand the basic level of bootcamp
Glad to hear that
Thank you so much sir for these all lectures
Most welcome
Sir I am also from jaipur from shastri nagar
Thanks sanjay sir, giving your valuable time to community.
Thanks Sir you help me most of the salesforce subjects
Glad to hear that
Happy to announce,I completed day 4 session 🎉🎉🎉Thank you for making this valuable course to us sir....🤗
Keep watching and learning!
I also completed day 4 :)) keep up the great work sir.
Me too😊
Sir please add one development project. It will be very helpful if we implement whatever we are learning from your bootcamp. Its a request to add one dev project.
Sure will do it.
@@SanjayGuptaTechSchool thank you very much sir 😊
Thank you sir your explanations very simple
may God bless your hands master! in truth you have a talent from God!🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
Thank you so much for blessings!
Thanks for your time and efforts 🙏
Can we give a salesforce notes in pdf format please sir
Thanks for your support
1:21:33 ...We can assign compact page layout based on record type.
Hi Sanjay Sir,
You had zoomed in to show the Save As button in Page Layout. Can you please let me know how you have done it ? Is it by pressing Ctrl + '+' only ?
SIr you did amazing awesome work for us , I am very very thankfull to you🤩🤩😇🤗🤗
Hi @SanjayGupta Sir, thanks for all your work. I'm just starting but I feel I've learnt a lot!😊
One question. How can I replicate these changes to the first records created, for instance, Record Type was not available for first 2 students, now, Record Type is empty for them but I cannot edit.
You mentioned that they got the Student Layout that was created by default, but then, how can we assign Fresher or Experienced to these records.
Thanks!
SANJAY SIR U R GREAT SIR UR GVING SUCH A GOOD KNWLOGDE TO ALL STILL U R POMISING DAT U PROVIDE DEFINATION TOO ..... JAHAPANA TUSI GREAT ... 🙏🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀🙇♀ THANKS FOR PROVIDING FREE KNWLG IN DIS MEAN FULL WORLD ...
Thank you 🙏 ❤️
Thanks for your sessions
Glad you like them!
Hii sir Teaching will be super and also lot off efforts you can spend the this course i am thinkin, and also you can provide free training for every one some of the middle class people we will not pay for course fee. thank you so much sir help to every one
Free training i am providing offline in jaipur.
Hi Sanjay,
First of all thanks for this awesome initiative and your effort to the SF community. Now, I have question related to this session, I have created fresher and experienced layouts and record type, they are working fine. But when view or edit old records it is showing the old layout. How to change this. pls explain
On old records we don’t have any record type assigned so they are showing old layout. If you assign new record type to those records using record type field then you will be able to see new layouts
@@SanjayGuptaTechSchool thanks for the response.
Thank you sir....
Really thanks
Hi sir,
could you please explain how you arranged fields are side by side in this video @ 43:14 time.
Thank you so much
thank your sir
Most welcome
Have you used salesforce to create your website. If yes, can you make a video on how you published outside of salesforce like entire process please.
Thank you so much sir for giving this much useful information. In this session, I would like to ask that, in record type concept we had added on validation rule that entrance score should not be asked for experienced layout. but after creating that validation rule, entrance score was not asking for fresher record type also. directly it was saving the record. please, clarify me this doubt sir.
check the condition of validation rule in student layout.
Hello sir, following your videos from Day-1 , can you also make videos on velocity , Einstein topics ?
Hi Sanjay, i'm not geeting to select the record type( fresher or experienced) when we are try to add new student. it is directly getting to record type new student as fresher. could you please help me out.
Hello sir, Thank you for teaching us, I have a question sir when clicking on new record in fresher record type only two fields are available and clicking on save getting an error because of validation rule. What should I do for this , please help
Hi Sanjay ,thank you so much for quick reply. Once we create custom record types will the master record types no longer be useful? and as you said old records will have master record type which was available before. but even though you update the page layout for Master records to new layout we created. It's not getting applied to old records. it have same old student layout .Also their record type field doesn't say 'Master record type' it is just blank. Why is that?
Record type field will be blank because master is just a placeholder not a name of record type. And page layout will update may be it will take few mins to apply.
Hi sir, i am going through your videos to start my career in Salesforce. I have heard an requirement from one of colleagues so the requirement is like while implementing validation rule on a text field so that field should not be left blank and should be a number that too 5 and 6 and should not contain any text in that. Can you please suggest on this?
In page layout already we have existing one student layout why we cant reuse instead of creating 2 page layouts we can create one ?
Sir I did not get this. After cloning Student Page Layout to Fresher and Experienced , While creating New Student, it gave option to select fresher or experienced, But what happened to the old format of creating New Record for the student.
I have added the fresher layout as default , when i try change, i dont see the option, what i need to do?
I applied the validation rule to check entrance score can't be blank. But for experienced candidate that field is not available but the rule is applied to the following record type too. How can we separately apply the validation rule to both fresher and experienced candidate?
Hello sir,
1. If we made it mandatory that the ''entrance score'' should be populated when we were creating this field do we still need a validation rule.
2. what is the difference between ''validation rule '' and '' when we made it mandatory when creating the field. as in both cases the record cannot be saved.
3. **This one i Corrected. ( I made the compact layout but the layout is only applied to the fresher one and not to the experienced one, where it can be went wrong.)
Thanks you
Iam coming to India next year in Feb just to do some hand on real time experience.
Fields of compact layout are not visible on few records? How to solve this issue?
Great content
hi sir, when i use that validation rule that you edited for fresher. so upon refresing the page when i tried to create new fresher record and save it , it didn’t throw me any error for entrance score and it got saved. what can be the reason. i refreshed the page many times but still the records are gettng saved.
hi sir, when you creating record types like fresher , experience in that page layout when you creating records, if you notice there age field is blank, but in validation rule you provided id Age
compact layout fields are not populated on my ui
so once you make a particular record type default ,can you change default to another record type later? I couldn't. neither was I able to delete or inactive that record type as it is already used as default record type by all profiles. The only way I am still able to change the default record type is to go in individual profile and edit their default record type. is there any way to update the default record type for all profiles in bulk. Because that option is not there under edit option on record types.
We need to to it individually.
But you don't say anything about other layouts ex search layout??, Scoping rules, Hierarchy columns, object limits
Sure i will cover these topics in future sessions
In record type, can we see experience page layout after saving freshers record type
Hi Sanjay ,
Data Model tab has been removed from the excel sheet.
Can you please add that sheet also again .?
Screenshots of those are there in exercise sheet.
Good morning sir
I have a dought about formula field
When ever creation of formula is it need to consider topic "operator presidency"
Yes
Better use ( )
@@SanjayGuptaTechSchool OK sir
Thank you sir
sir if you provide your account access with read-only then it will be very helpful for us to look and understand the process
Where you from Sameer Qadri Sir.?.
@@muftiishaqueashfaqui3544 Andra Pradesh by the way I am 22 years old Mufti Sabb
have you Previously Salesforce Training.?.
@@muftiishaqueashfaqui3544 nothing like that my elder brother is a salesforce developer past 5years
Hello sir, how can we change currency symbol of salary like(rupee, pound)
Why i m getting field salary_c doesn’t exist check spelling?
And i am using insert field tab to insert the salary field!
Thank you
If I want to create formula so condition, If Instructor Rating is less than 2, minus 5% from total salary, how can I implement it?
sir i am getting this error again and again while creating New App ....An error occurred while trying to update the record. Please try again. Setup Entity ID is invalid: null....What to do now sir pls help me
sir if we make entrance score field mandatory so no need to make validation rule
Page layout assignment is difficult, when we have two records types like experienced and fresher
How can I delete app page? I tried to delete it’s not possible
How to deactivate the mass validation rule with metadata?
Hello ,
How to add Record type in existing records? i.e. I have created one record before creating fresher or experienced layout now when I want my compact layout to show record type its not showing..so is there any way we can edit or add record type?
Yes place record type field on pagelayout and from UI you can edit existing records to have record type populated.
@@SanjayGuptaTechSchool Its Working Perfectly!! Thank you sir for your efforts...👏😊
what if we want both Error locations??
Hello sir,
In validation rule 3rd scenario isblanck is use after that can we do this field is required is correct??
Yes we can do that also
sir, i m getting this error-> You can't view this item in Lightning Experience.
Open in Salesforce Classic. for instructor object, what to do?
Check may be popups are blocked in your browser
OLD DATA WILL BE THE SAME AFTER CREATING PAGE LAYOUT AND RECORD?? CAN ANY ONE EXPLAIN
Hello sir Good morning
How to do validation rule for phone number field should be only accept numbers not alphabet ?
thank you
I think there should be a function for that like isnumber? Something like that please check it once.
how to change dollar to currencny symbol
Hi sir,How can identify which layout is used whenever record is opened or vice versa..
You are asking about page layout and compact layout?
@@SanjayGuptaTechSchool page layout sir... actually so many records are there,i want to open that record and this record is which related layout ... actually i am poor in English
@@naveenchowdary6559 There is no such way to identify on record page, that which page layout you are using for that record; you can identify the record type only. You can find it on page layout assignment only that for which record type which page layout is being used or assigned. Hope this answer you. @SanjayGuptaTechSchool - please correct me if I'm wrong. Thanks!
Sir why cant we use ISNULL instead of ISBLANK for validation rule of entrance score as its in number data type?
I think sir is using Standard Practice.
ISNULL() is only used for Numbers If you use ISBLANK() It is used for both the datatypes if it is a number
or it is value it works on both
Sir I am on day 4 of Salesforce bootcamp and my doubt is that record type in COMPACT LAYOUT is not getting populated for existing records before creating Fresher and experienced page layouts and I changed master layout to fresher so it should be Fresher for existing records in record type or it should remain blank?
My second doubt is why it's even showing error for entrance field in experience page layout when ENTRANCE SCORE field is not even there before applying record validation .
Formula Field starts at 9:20
What is the difference between ISNULL and ISBLANK in Validation rule?
This I answered in faq doc. Link is there in description of video.
Without using blank() function how we can check that field can not be blank?
You can use isnull function also can use equals operator
Please can i get formula guide copy? thanks
This is available in exercise sheet and its link is in video description.
Sir can't we select number type for total salary of instructor???
Yes number or currency both works here
Thank you for your reply sir this bootcamp helping me a lot I should have known this before
Same here
Sample
I think one doubt in formula field
English and Tamil marks, it should be less than 35 fail, how to create a formula field give a code or video ping me. .
Session Recording Videos are not clear.
Please look Into 🙏
what is not clear ?
Sir day 1 ki videos remove Kiya hai??
Yes removed by youtube as it was not as per their guidelines. I will rerecord and upload.
@@SanjayGuptaTechSchool okay no problem sir thank you 🥰
how do you delete an app
nvm found it
Sir, suppose we have some students whose age is < 10, but we want that newly created student's age should not less than 10. If we modify other field than age of those students whose age is less than 10 then it should take that changes, not reflect error. How will it possible?
Use isnew() in validation rule then it will run for new records
@@SanjayGuptaTechSchool Thanks Sir.. Sir, I'm experienced person.. I have hand-on experience in Customization Role, Profile, Permission Set, providing license to the user, workflow, approval proces, etc.. I'm looking for a job change ASAP.. Please help me in that
viewed on 05-sep-2024
Thank you so much for making this video sir ji, very informative
Thank you so much sir
Thank you sir