What is the difference between Traditional Computing and

Cloud Computing?
I have a Java application, if I want to use it on my computer; I need to install
the software. Similarly, if I wanted to use an SAP application; I need to install
the software on my computer. This is Traditional Model. Now, if you want to
use the SAP Application, on your System, how many users can access it?
Only one user. Also, we need high configuration systems, to use an
application like SAP.
In the Cloud Computing, we dont need to install any software. Suppose, we
have a server. On the server side we have few applications like GMAIL,
FACEBOOK...
In order to access these applications, do we need to install any software? NO.
We can directly access the application through an URL with an Internet
connection. This type of Model is Cloud Computing Model. Here, if you
wanted to use the SAP Application, N-numbers of users can access this
application with an URL (Just like GMAIL). That is why its called Multi tenant
architecture. Also, we can access this application from anywhere with any
devices such as Mobiles too.

CRM (Customer Relationship Management):

CRM is an application. This application is providing 3 types of services.

1. Pre sales process

2. Sales process
3. Service/Support process
These services are provided in the Automation method/way.
If we order anything in Amazon, we used to get emails/messages saying,
Thank you for your Order, You will get your shipment in 3 working days. Or
if your shipment is having an issue and if you call to the customer care, then
also we will get an email/messages saying Thank you for your call, we will
resolve your issue in 24hrs. This process is happening automatically in the
Backend. So, such type of process is happening through Automation
ONLY.

In Sales Force, two types of Automation processes are used.

1. Workflow( Administration)
2. Triggers(Development)

If the Workflow doesnt support everything we required, will go for

Development, i.e.; Triggers concept.

Let us consider an example, illustrating in which scenario we are using CRM

application.

I manufactured 100 Laptops, So in order to sell these Laptops the first step is
Marketing. So, we do this Marketing/Campaigning by using Banner
Advertisements with Celebrity pictures.
After this Campaign I visited some of the organizations, to sell these Laptop
products.
Suppose, I visited TCS and the contact person over there is Venkat and
explained him about our product and also about the Launching offer of 30%
if it was bought in bulk. Now, Venkat is interested in purchasing the product
but he has to get approval from his manager, and he is not in town. So,
Venkat told me to come after 15days. Now, he didnt purchase the product
and we can say this process as Pre Sales Process.
In the Salesforce terminology we can say this as Lead Object/
Inquiry/Probable customer.
In the same way, I visited one more Organization, Wipro and the contact
person is Suresh. And Suresh is saying we are in the process of getting a
confirmation for a new project. If, we get the confirmation we need 25- 30
Laptops. And the wait time is 3Months for getting project confirmation.
So, now Wipro is also a Pre Sales/ Lead/Inquiry/ Probable customer

In the same way, I visited one more organization, called Zensor and the
contact person is Kiran. He is saying, since they already having an
agreement with Lenovo for 2years and they cant buy any new product till
The Completion of agreement with Lenovo.
So, now Zensor is also a Pre Sales/ Lead/Inquiry/ Probable customer

Now, if we consider as a Priority wise we can say

TCS - HOT90 % chances
Wipro Warm 50% chances
ZensorCold 10-20% chances.

Suddenly, I got a call from Venkat, who is from TCS and ordered 20 Laptops.
So, I delivered 20 Laptops and collected check from Venkat. So,
Now TCS is converted to,Sales.
In the Salesforce Terminology it is Account/Customer.
Also, I got a call from Wipro and they also purchased Laptops.
Now, Wipro is also converted to, Sales.
In the Salesforce Terminology it is Account/Customer

But, there is no change in Zensor purchase information. Still, Zensor is our

Lead.

After, 6months, I got a complaint from TCS, saying we are having issues with
2 of your Laptops which we purchased. He is expecting Service/Support.
In the Salesforce Terminology, it is Case/Customer Complaint.

Since, it is a small business I maintained everything in EXCEL. Now, my

business was improved and I manufactured 1Million Laptops and hired 1000
Employees.
Now, every employee is generating 300-400 Leads and only 25-30 % is
getting converted to Customers/Account. So, after converting 10-15% of
customers are facing issues with my product.
Imagine, how much difficult it was to maintain 1 million Laptop information,
1000 employees information, my Leads information, my Sales information,
and also their complaints in an EXCEL SHEET/ NOTE PAD.
So, in order to maintain this information we need an Application
(Pre sales process, Sales process, Service/Support process). And
that Application is a CRM Application to maintain the complete
process.
It not only maintains the application, we can also monitor the problems
customer is facing frequently, whenever we are generating a report which in

turn helps in our Business when we are manufacturing new products by

analyzing the reports.

CRM Application exists in terms of, (Data Model+ Business Logic) format
Data Model exists in terms of (Tabs+ Object) format.
A Tab is a button, just like a User interface which we used to
navigate to particular location and generate some events and
through this event we navigate to particular object
An Object is a Table (Rows/columns) which is the internal
representation in the CRM application.

Any CRM application consists of three Layers:

1. Presentation Layer
2. Business Layer
3. Persistence Layer

In Data Model, we are storing Text format data. In Salary, Phone, DOB the
data we are inserting may be in numbers but the type of representation is
Text type. So, Data Model is nothing but a structure of Data.
Before placing this Data in the Database we need to write some Logic, where
we perform Insert/Delete kind of operations.

The Presentation layer is nothing but a View Part that is Front end. If I write
any logic it is interacting with the Database and storing the data in the
database

If we are opening any object like Account TAB in Salesforce, we are placing
the data in the front end and in the back end it was storing in the Table
format in the database. So, if the record wants to be displayed it is getting
that data from the database.

Now, whenever we are developing JAVA/.Net applications we need to install

java/.net software.
In Salesforce, two types of Environments are provided to develop an
application.
To get started with Force.com, all you need is a computer and an
internet connection. What you don't need are application servers,
web servers, databases, and the costly provisioning and
configuration of these resources. Instead, the Force.com platform
provides environments, also called organizations, which are simply
provisioned in the cloud when you request them. An environment

lets you instantly start developing and testing your cloud

computing application and you don't need to touch a single server.
You save precious time and can start building your application
immediately.
1. Sandbox Environmentused for development
2. Production Environmentafter developing the project it was moved to
Live Environment where users access data.

So an environment is an instance of the Force.com infrastructure

and platform that lets you access, deploy or create applications
with various feature sets, depending on the configuration of the
environment.
Types of Environments
Broadly speaking, there are three types of environments:

Production Environments - Salesforce.com environments that

have active paying users accessing business critical data
Development Environments - Salesforce.com environments
where you can extend, integrate and develop on Force.com
without affecting your production environments
Test Environments - These can be Production or Development
Environments specifically used for testing application
functionality before deploying to production or releasing to
customers

So, Sandbox environment contains Meta Data (just structure of data)

Live/Production environment containsMeta data+ Data(structure of data+
data information)
In certain times Sandbox also contains Meta data+ Data during testing phase

If you write a story using MS Word, the text is the data.

How big is the file (KBs), time it was last edited etc. is the Metadata.
In software programming, if you create a class and save its
instances to a database, that would be called persisting DATA
The members of the class and their datatypes would be called
metadata.
Metadata is, like you explain, data about data. Wed typically want this
metadata to be machine-readable/-understandable, so that search engines
and other consumers can make use of it.
In the typical sense, metadata is data about the whole document (e.g.,
who wrote it, when it was published etc.). This goes into
the head element (which "represents a collection of metadata for the
Document"), where you have to use the meta element and
its name attribute (unless the value is a URI, in which case you have to use
the link element and its rel attribute), as this is defined to "represent
document-level metadata".

Microdata is not involved here.

Metadata is used by developers to create programs, procedures, controls and
queries to manipulate and manage the data in a database. It is connected with
the database management system software and is accessed by the software's
data definition language and data manipulation language compilers. There are
two types of metadata: structural metadata, which conveys how the data is set
up and stored, and descriptive metadata, which describes the data itself.
A data dictionary is a structure that stores metadata. It is used to control
database operations, integrity and accuracy. It also holds the number of files
available in a database, the number of records of every file and information
about the fields.

Salesforce License information:

In Salesforce 3 types of Licenses are available
1. Salesforce
2. Salesforce Platform
3. Chatter free license

Editions in Salesforce:
Sales force supports 3 types of Functionalities
1. Marketing CRM
2. Sales CRM
3. Service CRM

1. Salesforce IQ Starter Edition (previously it was Group Edition)

this edition supports
Basic CRM Functionality
Whenever we use Basic CRM functionality edition, in this two
Salesforce functionalities are supported.
Marketing and Sales CRM
In this Maximum we can create 5
Salesforce(License ** check types of
Licenses**) Users
25$ per user/ per month
Trial version is of 14 days.

2. Lightening Edition This edition supports Complete CRM but

doesnt support Automation process like Workflows, Approval,
and Report Management.

Licenses Any number of Salesforce Licenses

75$ per user/per month
Trail version is of 30days
3. Lightening Enterprise Edition This edition supports Complete
CRM including
Automation processes like Workflows, Approval, and Report
Management.

80 % of the organizations use this edition

150$ per user per/per month
Supports any team size
Trail version is of 30days.
4. Unlimited Edition Same as Enterprise Edition + (100+ Admin
Services.)

Apart from all of these editions, Salesforce provided one more

edition and that is free of cost.
5. Developer Edition Same as Enterprise Edition -- almost 80%
of it.
Free of cost
Maximum 2 salesforce Licenses
Maximum 3 Salesforce Platform Licenses
Maximum 5000 Chatter Licenses
Doesnt support Sandboxes
It supports only Live/Production
Environment
(Development+Production)

Creating Users in Developer Edition

1. Go to URL developer.salesforce.com and signup
After signup go to the drop down box on the right side and it is
called Application Drop down box where all the
applications/projects we are creating related were shown.
All the corresponding Application tabs were displayed

Whenever we click the Setup tab on the top force.com home page
gets opened.

In this force.com page 4 options were displayed below

1. Administer if you are an Administrator we use all the options
in this
2. Build if you are a developer, develop option in this
3. Deploy
4. Monitor

An example of how an instance of your profile with company

information is shown when you created salesforce account for your
company. Salesforce provides different instances for CIS and Wipro
companies separately having their own platform, Databases,
Software Apps and also you can observe Oid for the two companies.

How to create our own Application/Project in

Salesforce:
We have two types of Applications in Salesforce.
1. Standard Applications
2. Custom Applications

Salesforce provided 3 types of CRM functionalities

1. Marketing CRM
2. Sales CRM

3. Service/Support CRM
If you wanted to create your own application based on your
functionality requirement you create your custom application.

Step1: Select Application Type:

We can select Application type in two ways.

The recommended one is Custom App.

Step2: Provide Application Information:

Application information can be displayed in 3 ways

1. App Label: It is an external display can be seen on the drop

down menu on Sales tab (upper right side), like whatever label
you are providing for the app.

2. App Name: This is for internal usefor integration like

communicating with other applications.
3. Description: About your application information

Step3: Select Company Logo

Instead of displaying Salesforce Logo you can display your own
company Logo shown on the top left side of the page.

We need to select company Logo from Document object given by

Salesforce.
Note: Logo must be smaller than 20KB and also any type of format
is supported (like jpeg, jpg, png)

Step4: Select Default Landing Tab and Required

Tabs
Default Landing Tab:
Go to SalesMarketing (any application for ex: marketing)by
default Home Tab is enabled

If we select marketing, by default the page is directing to Home Tab

(The highlighted one).
The rest of the tabs (chatter, campaign, Leads...) that are available
in the project are Required tabs/ Frequently used tabs.