Introduction To Salesforce Learn Salesforce Basics Himanshuparashar@icloud. com
Introduction • Salesforce is the worlds' first and most popular CRM system headquartered in San Francisco. • It was founded in March 1999 by former Oracle executive Marc Benioff and Parker Harris • Low cost, Low risk Cloud based solution software service to buy • Multitenant Architecture
Multitenant Architecture
What is CRM is Model used to manage an Organisation’s interactions - Phone Call - Meetings - Email - Social media With customers and prospects pertaining to - Sales - Marketing - Support
Salesforce Applications Sales Cloud CRM Service Cloud Custom Apps Salesforce App Exchange
Salesforce Editions • Contact Manager Edition • Group Edition • Developer Edition • Personal Edition • Professional Edition • Enterprise Edition • Unlimited Edition • Performance Edition • Database. com Edition
Salesforce Data Model (Objects) Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and other related objects Task and Event Objects—includes tasks and events and their related objects Support Objects—includes cases and solutions and their related objects Document, Note, and Attachment Objects—includes documents, notes, and attachments and their related objects User and Profile Objects—includes users, profiles, and roles Record Type Objects—includes record types and business processes and their related objects Product and Schedule Objects—includes opportunities, products, and schedules Sharing and Team Selling Objects—includes account teams, sales teams, and sharing objects Territory Management—includes territories and related objects Process Objects—includes approval processes and related objects Content Objects—includes content and workspaces and their related objects. Salesforce Chatter Objects—includes objects related to feeds.
Watching videos and reading books is not enough A saying, “Newbies will make many, many mistakes but in the actual doing it that they have the best chance of learning, improving and mastering. This is the only thing that counts in the end - doing it.
Must have https: //developer. salesforce. com
Personal Information
Personal Information
Objects Tab
List Views / Enhanced List Views
Detail Page
URL & ID generation of records Whenever you are going to see any record details, the URL something : https: //na 6. salesforce. com/00 Q 8000000 YYIet This is record unqiue ID, for particular org It will be 15 or 18 digit (starting 3 characters represent the Object) 00 QXXXXXX
Setup Screen
Relationships Look. Up Relation. Ships Master-Detail Relationships Loosely coupled Tightly coupled Child field value may be optional Child field value is always required No cascade delete Cascade delete Independent ownership & sharing Inherited ownership & sharing Maximum 25 lookup relationships per child Maximum 2 master relationships per detail object. Can be multiple levels deep If master is a standard object: 2 additional subdetails If master is a custom object: 3 additional subdetails
Self Relationships ■ ■ A self Relationship is a lookup relationship to the same object. For Example: - ❑ User Object has a special type of lookup relationship: the hierarchy relationship. For example a hierarchy relationship allows developers to create a Manager field on the User object to relate another User. Many to Many Relationships ■ We can achieve this type of relationships , by creating a junction object to connect 2 objects. ■ A junction object is a Custom object with 2 master-child relationships.
Instance Types • Dev Environment (CS) • Sandbox Environment • Production Environment
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