Salesforce Admin Assignment
Project Management
The purpose of this application is to manage the end-to-end Project, Project expense and Collection.
Create an App Called:
Sahajayoga Project Mgmt. Give Access Rights to all Profile.
Create Following Object and Tabs
Object Name: Project
Standard Field Called Project Name
Associate with Standard Tab Called “Project” And add this Tab to Application Called “Sahajayoga Project Mgmt.”
Create following Field on Project Object
| Field Label Name | API Name | Data Type | Remarks |
| Status | Status__c | Picklist OpenClosedIn ProgressOn hold | |
| Project Start Date | Project_Start_Date__c | Date | |
| Project Description | Project_Description__c | Rich Text area | |
| Project Closed Date | Project_Closed_Date__c | Date | |
| Project Type | Project_Type__c | Picklist Monthly PoojaWeekly MeditationPublic Program | |
| Reason for On Hold | Reason_for_on_hold__c | Text 255 | |
| Project Age | Project_Age__c | Formula -Return Type Number Today –(minus) Project Start Date |
Write a Workflow Rule Field updated:
If Project Status =Closed, then Update Project Closed Date to Today’s Date.
Create a Validation Rule:
- Project Close Date should always be greater than project Start Date.
- In case Project Status is On Hold then in this Scenario Reason for On Hold field should not be left blank.
Create Object Called “Project Expense”
Associate with Tab Name Called “Project Expense” and add this Tab to Application “Sahajayoga Project Mgmt.”
Create Following Field on Project Expense Object
| Field Name | Label Name | Data Type | Formula or Values | Remarks |
| Name | Name | Text 80 | Name should be Auto Number PE-{000000} | |
| Project | Project__c | Master Detail(Project) | ||
| Expense Date | Expense_Date__c | Date | ||
| Expense Amount | Expense_Amount__c | Currency (16,2) | ||
| Cheque Number | Cheque_Number__c | Text 100 | ||
| Cheque Date | Cheque_Date__c | Date | ||
| Bank Name | Bank_Name__c | Text 50 |
Create Object Called “Project Collection”
Associate with Tab Name Called “Project Collection” and add this Tab to Application “Sahajayoga Project Mgmt.”
Create Following Field on Project Collection Object
| Field Name | Label Name | Data Type | Formula or Values | Remarks |
| Name | Name | Text 80 | Name should be Auto Number PC-{000000} | |
| Project | Project__c | Master Detail(Project) | ||
| Collection Date | Collection_Date__c | Date | ||
| Collection Amount | Collection_Amount__c | Currency (16,2) |
Create Following Field on “Project” Object
| Field Name | Label Name | Data Type | Formula or Values | Remarks |
| Total Project Expense | Total_Project_Expense__c | Rollup Summary SUM: Project:Expense_Amount | ||
| Total Project Collection | Total_Project_Collection__c | Rollup Summary SUM: Project:Collection_Amount | ||
Create Following Report
- Collection in Each Month – This Year
- Expense in Each Month – This Year
Question:
- How many Lookup Field we can Create per Object?
- How many Master Detail Relationship field we can create per Object?
- How many Picklist values we can add in one Picklist field?
- How many fields we can create per Object?
- What all action we can perform using work flow Rule?
