Module 10: Working with Related Objects

Salesforce1 makes it easy to navigate through related objects. In this module, you create a new Expense Report object, and you define a Master-Detail Relationship between Expense Report and Expense. You then use the Salesforce1 Mobile App to create expenses that belong to an expense report. You can then visualize expenses by expense report, and see the expense report total.

Step 1: Create the Expense Report Object

1. In Setup, select Build > Create > Objects

2. Click New Custom Object, and define the Expense Report object as follows (accept the default values for the properties that are not mentioned below):

   • Label: Expense Report
   • Plural Label: Expense Reports
   • Starts with vowel sound: Checked
   • Object Name: Expense_Report
   • Record Name: Expense Report Name
   • Data Type: Text

   

3. Click Save

4. In the Custom Fields & Relationships section, click New, and create a Status field defined as follows:

   • Data Type: Picklist
   • Field Label: Status
   • Values: Not Submitted, Submitted, Approved, Rejected (specify each value on its own row)
   • Use first value as default value: Checked
   • Field Name: Status

   

5. Click Next, Next, Save

Step 2: Define the Master-Detail Relationship

1. In the Salesforce.com app in your browser, delete all the expenses to avoid constraint issues

2. In Setup, select Build > Create > Objects and click the Expense link

3. In the Custom Fields & Relationships section, click New, and create an Expense Report field defined as follows:

   • Data Type: Master-Detail Relationship
   • Related To: Expense Report
   • Field Label: Expense Report
   • Field Name: Expense_Report
   • Child Relationship Name: Expenses

   

4. Click Next, Next, Next, and Save

Step 3: Define a Roll-Up Summary Field

To calculate and display the total of each expense report, add a Roll-Up Summary field to the Expense Report object:

1. In Setup, select Build > Create > Objects and click the Expense Report link

2. In the Custom Fields & Relationships section, click New, and create a Total field defined as follows:

   • Data Type: Roll-Up Summary
   • Field Label: Total
   • Field Name: Total
   • Summarized Object: Expenses
   • Roll-Up Type: SUM
   • Field to Aggregate: Amount

   

3. Click Next, Next, Save

Step 4: Creating a Tab

In this step, you create a Tab to provide access to the Expense Report object both in the Salesforce.com app in your browser and in the Salesforce1 Mobile App.

1. In Setup mode, select Build > Create > Tabs

2. In the Custom Object Tabs section, click New

3. Select Expense Report as the Object, click the magnifier icon next to Tab Style and select the Airplane icon

4. Click Next, Next

5. Uncheck the Include Tab checkbox, check the Expenses checkbox, and click Save

Step 5: Test the Application

1. Tap the menu icon (upper left corner)

2. In the menu, tap More... under Recent

3. Tap Expense Reports

   If Expense Reports doesn't appear under More..., pull (swipe down and release) the menu to refresh it

4. Tap New, and enter a new expense report

   

5. Click Save (upper right corner). The Expense Report details screen appears.

   

   If you get a message indicating that "The page you are trying to access is not available on mobile devices", close the Salesforce1 Mobile App and restart it. This will only happen once and it will only happen during development.

6. Tap the menu icon (upper left corner)

7. In the menu, tap Expenses under Recent

8. Tap New and add a couple of expenses for the expense report you just created

9. Go back to the expense report details view and notice that the Total field includes the new expenses

   If the total has not been updated pull (swipe down and release) the view to refresh it.

10. Swipe left and notice that the Expenses related list automatically appears

    

11. Tap the Expenses related list to display the list of expenses for that expense report

    

    If the list is empty, pull it (swipe down and release) to refresh it.

12. Tap an expense to see the details

Step 6: Pin Expense Reports at the Top of the List

For faster access, you can pin frequently used items at the top of the Recent menu item: you will no longer need to go find an object deep under the More... item.

1. In the full Salesforce.com app, click the Search button in the header

   You don't need to type anything in the search box: we just need the Search Results by Records to appear in the left navigation.

2. In the Search Results (left navigation), mouse over Expense Reports, and click the Pin button

3. In the Salesforce1 Mobile App, tap the menu icon (upper left corner)

4. If Expense Reports doesn't appear as the first item under Recent, pull (swipe down and release) the menu to refresh it

   

Step 7: Modify the New Expense Global Action Layout

In a Master-Detail Relationship, every child record must have a parent. However, the New Expense Global Action Layout you created in Module 9 does not include the Expense Report field to let the user specify the parent. To add the Expense Report field to the New Expense Global Action layout:

1. In Setup mode, select Build > Create > Global Actions > Actions

2. Click Layout to the left of New Expense

3. Drag the Expense Report field to the top of the layout and click Save

   

Extra Credits

1. Using the instructions in Module 6 as a reference, create a Mobile Layout for the Expense Report object that only displays the information that mobile users really need

2. Using the instructions in Module 7 as a reference, create a Compact Layout for the Expense Report object so that the record highlight area looks like this: