SalesForce

What is Salesforce ?

Salesforce is a company which build cloud based software solutions for its clients who uses cloud based buisness application. Till date Salesforce is the number 1 CRM platform. Salesforce helps to manage all the buisness/client needs ranging from first meeting to the final handshake. At the end we can conclude the Salesforce through this equation: ALL THE COMPANY INFORMATION + CLOUD + MIXED WITH CRM = S A L E S F O R C E    

History of Salesforce !

Salesforce was started in the year of 1999. The company was started in rented one-bedroom apartment at SanFrancisco. From a beginner to current state company has reached to the revenue of 17 billion US dollar till last financial year.

What is CRM ?

CRM stands for Customer Relationship Management. The CRM is used to manage the company's relationship and the interaction between customers and potential customers.

What is multi-tenant architecture?

In cloud computing, multitenancy means that multiple customers of a cloud vendor are using the same computing resources. Although cutomers do not know that they are sharing the resources a their data is kept separted from each other. Multitenant architecture is a feature in many types of public cloud computing, including IaaS, PaaS, SaaS, containers, and serverless computing. To understand multitenancy, think of how banking works. Multiple people can store their money in one bank, and their assets are completely separate even though they're stored in the same place. Customers of the bank don't interact with each other, don't have access to other customers' money, and aren't even aware of each other.

What are the different types of clouds in salesforce?

Salesforce is one of the best distributed IT organizations in this universe. It has various elements, and all of them are Cloud, so how would we know which Cloud to use and what's the distinction? Well, that's pretty exceptional when it comes to Salesforce Cloud. Salesforce Sales Cloud When it comes to dealing with a business offering help or a custom item, you need Sales Cloud. It is practically the most established cloud we have. In this, we have leads, opportunities, accounts, contacts, articles, and much more. Salesforce Cloud Service Well, you sold the item using the offered cloud; However, how to handle customers. At this point comes the management cloud. This cloud requires that you provide assistance and support to your customers. Salesforce Marketing Cloud Here is the thunder cloud or clouds that we would prefer to express. It's the cloud of the new era that focuses on marketing. Right! Then you have the article and you have to sell it, but by what method will you reach your prospects. This is where cloud marketing comes in. Salesforce Analytics Cloud Salesforce Analytics Cloud is a strong and secure cloud-based exam program created to help midsize and large enterprises perform a rapid iterative search of information, with results presented through layers of dynamic representation in the foundational information collection. Salesforce Integration Cloud Salesforce launches Integration Cloud. The new Salesforce Integration Cloud joins a plan of administrators and instruments that make it essential for customers to display their data, paying little attention to where they are and pushing the associated and informed customer experiences across all channels and points of contact. A Salesforce integration solution is a piece of software that establishes and manages communication between Salesforce CRM and other systems, using APIs to interpret messages that systems exchange. Salesforce Commerce Cloud Salesforce Commerce Cloud is an extremely versatile, cloud-based, web-based business programming agreement (SaaS). It offers world-class strengths and utilities built and refined over the years to deliver an exceptionally streamlined web business experience. Financial Services in the cloud Financial Services Cloud is an integrated step to establish more solid and lasting customer connections. Controlled by Lightning, Financial Services Cloud enables advisors to easily convey a management degree combined with the personalized and proactive advice clients expect. Higher education cloud Higher Education Cloud is a CRM-based board that enables organizations to foster student success throughout the life cycle, from perspective to old. Nonprofit cloud Nonprofit Cloud is a comprehensive suite of solutions for nonprofit organizations that gives you a 360-degree view of your mission. Features: Contacts management. Salesforce CRM provides transparent contact management by providing access to critical customer data and interaction history Opportunity management Management of quotes Cash budget Einstein Analytics Salesforce for small businesses Leadership management Watch marketing activities across all channels

What are objects in salesforce?

Objects are database tables that allow us to store data specific to the organization in salesforce. Two type of objects in Salesforce. They are. 1. Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc. 2. Custom Object: The objects created by us are called custom objects. Custom objects store information that is unique and important to your organization. Custom objects are the heart of any application. Custom objects provide a structure for sharing data. Custom objects have properties such as Custom fields. Relationship to other objects. Page Layouts. A custom user interface tab

Types of Object relationship in Salesforce ?

Types of relationship in Salesforce: Master-detail relationship It is a strongly coupled relationship among Salesforce objects, which means if a master record gets deleted, then the child records associated with it are also deleted. In this type of relationship, the parent record controls the behavior of the child record regarding visibility and sharing. It means the security setting of a parent object applies to the child object. For example, if we create a master-detail relationship between the Meetup and Participant objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the associated Participant records will also get deleted. The following image gives a visual representation of the master-detail relationship between Meetup and Participant Lookup relationship It is a loosely coupled relationship among Salesforce objects, which means even if a parent record gets deleted, the child records remain in the system. Here, both the parent and child have their own sharing settings and security controls. The following image gives a visual representation of the lookup relationship between Meetup and Participant objects and what happen when parent (Meetup) record gets deleted: For example, if we create a lookup relationship between the Meetup and Participant objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the associated Participant records will still exist in the system. In our Account to Contact example above, the relationship between the two objects is a lookup relationship. A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. Self-relationship It is another example of a lookup relationship. In Salesforce, we can use lookup relationships to create self-relationship among objects; we can have a maximum of 40 self-lookups. For example, a campaign record can have a Parent Campaign record, as shown in the following screenshot:

External lookup relationship We can create two special lookups on an external object apart from the standard lookup relationship. They are external lookup relationship and indirect lookup relationship. External lookup relationship allows us to link an external object to a parent external object whose data is stored in an external data source. In other words, it allows us to link two external objects Indirect lookup relationship An indirect lookup relationship allows us to link an external object to a standard or custom object. We can only create an indirect lookup to an object with a unique external ID field on the parent object that is used to match the records in this relationship. While creating an indirect lookup relationship field on an external object, we have to specify the child object field and the parent object field to match and associate records in the relationship. For example, we can display a related list of payments from the ERP external record with matching external IDs on the account object. Many-to-many relationship (junction object) The many-to-many relationship in Salesforce allows us to link a child record to multiple parents. For example, a campaign is attached to many leads, and one lead may have more than one campaign. A visual representation of the many-to-many relationship is shown in the following image: If you have two objects, called Case and Article, and you want to relate these two objects in such a manner that one case can have multiple articles and one article is linked to many cases, then we have to use the many-to-many relationship. The many-to-many relationship is made with the help of a junction object. In this case, we can create the third object, let's say, Solution with two master-detail relationships with Solution - Case and Solution - Article.

Hierarchical relationship In Salesforce, only a user object has this type of relationship where we can create a hierarchy of users in the organization. For example, a user can have his manager, and his manager may have senior manager, and so on till the CEO or CIO level. The best example is the manager field on a user object as shown in the following image:

What is order of execution of salesforce?

Here is an order of execution in salesforce in more detail: On the salesforce server, Loads the original record from the database or initializes the record for an upsert statement. Loads the new record field values from the request and overwrites the old values. If the request came from a standard UI edit page, Salesforce cpq training runs system validation to check the record for: Compliance with layout-specific rules Required values at the layout level and field-definition level Valid field formats Maximum field length When the request comes from other sources, such as an Apex application or a SOAP API call, Salesforce validates only the foreign keys. Before executing a trigger, Salesforce verifies that any custom foreign keys do not refer to the object itself. Salesforce runs user-defined validation rules if multiline items were created, such as quote line items and opportunity line items. Executes all before triggers. Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce training doesn’t run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules. Executes duplicate rules. If the duplicate rule identifies the record as a duplicate and uses the block action, the record is not saved and no further steps, such as after triggers and workflow rules, are taken. Saves the record to the database, but doesn’t commit yet. Executes all after triggers. Executes assignment rules. Executes auto-response rules. Executes workflow rules. If there are workflow field updates, updates the record again. If the record was updated with workflow field updates, fires before update triggers and after update trigger one more time (and only one more time), in addition to standard validations. Custom validation rules, duplicate rules, and escalation rules are not run again. Executes processes and flows launched via processes and flow trigger workflow actions. ( process builder) When a process or flow executes a DML operation, the affected record goes through the save procedure. Executes escalation rules. Executes entitlement rules. If the record contains a roll-up summary field or is part of a cross-object workflow, perform calculations and updates the roll-up summary field in the parent record. The parent record goes through the save procedure. If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through the save procedure. Executes Criteria Based Sharing evaluation. Commits all DML operations to the database. Executes post-commit logic, such as sending an email.

What are governor limits?

As we know, Apex runs in multi-tenant environment, i.e., a single resource is shared by all the customers and organizations. So, it is necessary to make sure that no one monopolizes the resources and hence Salesforce.com has created the set of limits which governs and limits the code execution. Whenever any of the governor limits are crossed, it will throw error and will halt the execution of program. From a Developer's perspective, it is important to ensure that our code should be scalable and should not hit the limits. All these limits are applied on per transaction basis. A single trigger execution is one transaction. As we have seen, the trigger design pattern helps avoid the limit error. We will now see other important limits.

Salesforce comes with a lot of standard functionalit

Whta is an app in Salesforce ?

An app in Salesforce is a set of objects, fields, and other functionality that supports a business process.

What is record in database.

Records are rows in object database tables. Records are the actual data associated with an object or what we have just created in the Admin Beginner Module - with name Shivam and Shubham.

What are Fields in Object Database Table?

Fields are columns in object database tables. Both standard and custom objects have fields. On our Property object, we have fields like Address and Price., for example Name, Grade, Class, Address, Phone Number, etc.

What is orgs ?

Another important term that’s hard to capture in a picture is org. Org is short for organization, and it refers to a specific instance of Salesforce. The image here is taken from DreamHouse’s org. Your company can have one or multiple orgs.

How to create a Custom field inside an custom object ?

Create a field on the Contact object Field data type: Currency Field label: Loan Amount Goto the setting ( Gear Icon ) Click on Object Managger : Here We can search for any object which we have created before. Click create to create a new object but we want to add custom field to our pre-existing object. Hence we''ll Search for the    Contact field in the search box. Click on Contact. Goto Fields and Relationship. Click on New. Select the type currency .Give all the details.      

Three use cases for Finance on the platform are:

Budget Management, Price and Contract management.

When identifying processes to bring into Salesforce, look for:

Heavy email collaboration Reliance on spreadsheets Shared local documents Time-intensive, repetitive manual steps Impact on only a few departments (you want to minimize the number of stakeholders while you’re still learning

Understand the Salesforce Architecture

The sales for architecure is made out of the following levels : Top most : Application Layer (This layer concist of the ll the apps which we use like sales, management, orders, etc ). Second layer : The second layer is Platform Layer which consist of following things : COMPONENT EXCHANGE, LIGHTNING, LIGHTNING PLATFORM, HEDOKU PROJECT ANALYTICS, EINSTIEN IOT & SOCIAL DATA, THUNDER, CRM DATA, DATA MANAGEMENT PLATFORM.

Our trusted, multitenant cloud means you get:

Same benefits for all the resources. Upgrades three time a year. Spring, Winter and Summer. No need to install any software.

Three main categories in the Setup menu:

Administration, Platform Tools, and Settings.   Administration: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates. Platform Tools: You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well. Settings: Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.

What Is AppExchange?

In Salesforce AppExchange is like a playstore of Android where Developers put their apps and consumers download it from their at some prices. Salesforce is the same way. Earlier, we mentioned the enterprise ecosystem. Salesforce has a community of partners that use the flexibility of the Salesforce platform to build amazing apps and other solutions that anyone can use. These offerings are available (some for free, some at a cost) for installation on AppExchange.

What are SANDBOXES in Salesforce ?

Sandboxes are copies of your organization in a separate environment. They’re used for development and testing. See Sandbox Overview.

Understand Custom & Standard Objects

Whta is Data Model in Salesforce ?

Data models define how the logical structure of a database is modeled. Data Models are fundamental entities to introduce abstraction in a DBMS. Data models define how data is connected to each other and how they are processed and stored inside the system. Think Data Model as a spreadsheet, where The no. of rows and columns are decided. But it is not suitable for human eyes to look into the tables and ind out the details, instead we use Objects. Hence when we say Database tables we are referring to the Objects, Columns as Fields and Rows as Records. When we talk about the data model, we’re talking about the collection of objects and fields in an app

Price__c. The “__c” part is an easy way to tell that a particular field is a custom field.

What Are Object Relationships?

Object relationships are a special field type that connects two objects together.

Exporting Data in Salesforce

Introduction to Data Export You can easily export data from Salesforce, either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files. Data export tools provide a convenient way to obtain a copy of your Salesforce data, either for backup or for importing into a different system. Salesforce offers two main methods for exporting data. Data Export Service—an in-browser service, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). You can also export data automatically at weekly or monthly intervals. Weekly exports are available in Enterprise, Performance, and Unlimited Editions. In Professional Edition and Developer Edition, you can generate backup files only every 29 days, or automatically at monthly intervals only. Data Loader—a client application that you must install separately. It can be operated either through the user interface or the command line. The latter option is useful if you want to automate the export process, or use APIs to integrate with another system.

How to show an object field into another object field ?

Record detail pages contain a ton of information, but sometimes it’s not enough. Sometimes you need more! For your first formula, let’s do something simple. Let’s take a single field from an Account and show it on a Contact using what’s called a cross-object formula

Roll up summary field !

Introduction to Roll-Up Summary Fields While formula fields calculate values using fields within a single record, roll-up summary fields calculate values from a set of related records, such as those in a related list. You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship. roll-up summary fields are based on master-detail relationships

Validation Rules !

Introduction to Validation Rules Validation rules verify that data entered by users in records meets the standards you specify before they can save it. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” When the validation rule returns a value of "True", this confirms that the data entered by the user contains an invalid value. Validation rules can also include error messages to display to users when they enter invalid values based on specified criteria. Using these rules effectively contributes to quality data. For example, you can ensure that all phone number fields contain a specified format or that discounts applied to certain products never exceed a defined percentage. You can create validation rules for objects, fields, campaign members, or case milestones.