KEMBAR78
Introduction To Salesforce: Himanshu | PDF | Customer Relationship Management | Software Development
Scribd
Upload
453 views27 pages

Introduction To Salesforce: Himanshu

Salesforce is a cloud-based CRM system founded in 1999. It offers affordable and flexible software that allows organizations to manage customer interactions across various channels. Salesforce has a variety of editions to meet different needs. It uses a data model of customizable objects to represent business entities like accounts, contacts, opportunities, etc. Relationships between these objects can be lookups, master-details, or many-to-many. Understanding objects, relationships, and the Salesforce interface are important for new users to master the platform. Hands-on practice is emphasized over just reading or watching videos.

Uploaded by

Dan M. Saucedo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPS, PDF, TXT or read online on Scribd
453 views27 pages

Introduction To Salesforce: Himanshu

Salesforce is a cloud-based CRM system founded in 1999. It offers affordable and flexible software that allows organizations to manage customer interactions across various channels. Salesforce has a variety of editions to meet different needs. It uses a data model of customizable objects to represent business entities like accounts, contacts, opportunities, etc. Relationships between these objects can be lookups, master-details, or many-to-many. Understanding objects, relationships, and the Salesforce interface are important for new users to master the platform. Hands-on practice is emphasized over just reading or watching videos.

Uploaded by

Dan M. Saucedo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPS, PDF, TXT or read online on Scribd
You are on page 1/ 27

Introduction To Salesforce

Learn Salesforce Basics

Himanshu
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

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 Service Cloud

CRM Custom Apps App Exchange

Salesforce
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://na6.salesforce.com/00Q8000000YYIet

This is record unqiue ID, for particular org


It will be 15 or 18 digit (starting 3 characters represent the Object)
00QXXXXXXXXXXXX
Setup Screen
Relationships
LookUp RelationShips 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
Thank You!

You might also like