Monday, 31 October 2011

Salesforce DEV 401 Preparation - Day 2

1. Balance sheet
Create balance sheet report.
Create Balance Sheet object:
+ Name: Text(80)
+ Period: Lookup(Period)
+ Credit: Roll-Up Summary(Sum Journal.Credit)
+ Debit: Roll-Up Summary(Sum Journal.Debit)
+ Amount: Formula(Credit - Debit)

Use Data Loader to insert data:

Update Journal object:
+ Balance_Sheet: Master-Detail(Balance Sheet)

Use Data Loader and Excel to collect and insert data:

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