Salesforce

Salesforce started as a cloud based solution for CRM. CRM stands for Customer
Relationship Management. It involves managing all aspects of relationship between
an organization and its customers. For example, the contact details of the
customer, the deals that are in progress or already completed, the support requests
from a customer or a new lead from a new customer. Beyond the customer related
information, it also involves storing and managing the details of the people and the
concerned department from the seller organization that is managing the customer’s
account and needs. This makes it easy to manage and enhance the relationship with
the customer and hence better growth for the organization.

Following are the different features of the Salesforce platform −

Contact Management
To view customer contact details, activity history, customer communications, and
internal account discussions, etc. In short, it manages all the data pertaining to the
contact with a customer.

Opportunity Management
It provides the details of the stage a deal is in, the products involved in the deal,
the quotation for the deal etc. In short it manages all the data that helps in
identifying, progressing and closing a deal.

Salesforce Engage
This feature is focused on making personalized contact with a customer for various
campaigns designed by the marketing team. It also provides real-time sales alerts
based on the level of engagement with a customer.

Sales Collaboration
This feature helps in quickly finding experts who can help in closing a deal based
on customer queries and feedback. In short, it helps in bringing in a collaborative
effort to engage an entire team in the deal and make the deal happen.

Sales Performance Management

It provides a metric-based goal setting, and also continuous feedback and rewards
and recognition for the sales team. This helps in enhancing the performance of the
sales team.

Lead Management
This feature initiates and tracks the leads that are in progress. It also helps in
continually optimizing campaigns across every channel.
Partner Management
This feature helps in building a community with partners. It also helps in connecting
directly with channel partners to share goals, objectives, and activities.

Salesforce Mobile App

This is the mobile platform to carry out all the above activities on a mobile
platform.

Workflow and Approvals

It is a visual design to automate the business processes. The interface provides
simple drag and drop options to make this design. It helps in creating a flexible
approval process with deal discounts and expense management etc.

Email Integration
Salesforce can integrate to an existing email platform. This helps in providing
flexibility to the existing team with no additional learning curve.

Files Sync and Share

This feature provides the sales team the power to easily share various files, discuss
them and update them as needed. Also receive alerts when something in the file
changes.

Reports and Dashboards

Dashboards offer a real-time picture of the business at a glance. With this, anyone
can create detailed reports which can be accessed from anywhere.

Sales Forecasting
This feature helps in getting a real time view of the forecast of a sales team. It
provides multi-currency support and an in-line editing mode to manage the sales
forecast well.

Territory Management
This feature is used to create multiple territory models, preview them before
rollout, and continually optimize and balance territories throughout the year.
Cloud Service Models

Architecture Salesforce
The architecture of Salesforce can be put into layers for better understanding. The
purpose and function of each layer is described below −

Trusted Multitenant Cloud

Here multiple instances of one or multiple applications operate independently in a
shared environment. The instances are referred as tenants and they logically
separate from each other while physically remaining in the same hardware. It is
called trusted because of both its robust nature and high security.

Scalable Metadata Platform

The metadata driven platform makes it easy for customization and scaling up as the
amount of data or concurrent user instances increase.

Enterprise Ecosystem
The Enterprise Ecosystem of Sales is very large as a large number of partners
contribute by creating and maintaining applications in this platform.

CRM and Related Functionality

Salesforce includes all aspects of CRM in its list of features and also extends it by
providing features for creation of apps and integrating analytics, etc.

APIs
Salesforce provides powerful suite of APIs. This helps to develop and customize the
Salesforce1 Mobile App.
Organization and User setup
1. Setup a free salesforce developer org

2. Describe the components of the company profile

3. Identify the steps to setup and/or maintain a user

4. Distinguish between the various UI features

Dive onto www.salesforce.com ,you have your login field at the right corner of the
page

You have whole range of products available, you could see them on clicking
‘products’ tab.
You can click on ‘TRY FOR FREE’ button for signing up
You have to fill all the fields and click on ‘Start Free Trail’ button
It will navigate you to ‘Salesforce’ page(Lightning)

How to switch to Salesforce Classic from Lightning version?

Getting Started as a New User

EDITIONS: Available in: Salesforce Classic

Wondering where to start with Salesforce? Complete these steps first:

1. Log in for the first time.

2. Find your personal settings.

3. If your organization uses Chatter, set up your Chatter profile.

4. If your organization doesn’t use Chatter, edit your personal information.

Login for the First Time

When your administrator sets you up as a new user, you receive an email that
includes your username

and a link to your organization’s Salesforce site.

Here’s how to log in for the first time.

1. Check your email for your login information.

2. Click the link provided in the email.

The link logs you in to the site automatically.

3. The site prompts you to set a password and choose a security question and
answer to verify your identity in case you forget your password.

If you haven’t received your login information, contact the Salesforce

administrator at your organization

Your Chatter profile communicates who you are to your coworkers and any
customers you communicate with. It features your photo and basic information like
your professional title and contact details.

Setting Up Your Chatter Profile

Set up your Chatter profile soon after you begin using Salesforce, and update it
often.

Note: If your organization doesn’t use Chatter, you can still add and edit personal
information.

1. Click the Chatter tab and find the placeholder profile image on the left side of
the page. Click Your Name next to the placeholder image.
2. To update your profile photo, hover over the placeholder image and click Add
Photo.

Tip: Use a photo of you and not a group of people or a pet. Chatter is a business
tool, so choose a photo you don’t mind showing to your boss and CEO.

3. To update your contact information, click under your profile photo. In the Edit
Profile box, complete the fields on the Contact tab and the About tab.

Tip: Complete your profile with details about the department you work in, your
past experience, or projects you are currently working on.

4. Click Save All.

Find Your Personal Settings in Salesforce Classic

If you use Salesforce Classic, your personal settings are located either in Personal
Setup or My Settings.

1. At the top of any Salesforce page, click the down arrow next to your name.

Depending on your organization’s user interface settings, you should see either
Setup or My Settings in the menu.

2. From the menu under your name, click Setup or My Settings.

3. Do one of the following:

• If you clicked Setup, look on the left side of the page and click a menu item to
display its sub-menu, then click the item you want

Edit Your Personal Information

1. From your personal settings, enter Advanced User Details in the Quick Find box,
then select Advanced User Details. No results? Enter Personal Information in the
Quick Find box, then select Personal Information.

2. To make changes, click Edit.

If you change your email address, a confirmation message is sent to the new
address. Click the link in the message for the new email address to take effect.
This process ensures system security.

3. Save your changes.

Understanding Salesforce Pages

Salesforce apps are made up of tabs and pages. Standard objects such as Accounts,
Contacts, and Leads, and other features such as Chatter typically have tabs, and
from a tab, you navigate through pages to interact with the features you’re using.

For example, if you want to create an account record, you’ll click the Accounts
Tab, and land on the Accounts Home page.

Click New to open the Account

Edit page where you’ll enter information for the account. Click Save, and you’ll
see the Account’s Detail page. Return to the Accounts

Home page and the new account is listed.

Salesforce tabs can have multiple types of pages, including Home, Edit, and Detail
pages, and you can create list views for some objects.

Chatter has one primary page type: a feed. And Data.com has a search interface.
Dashboards and reports have their own page styles, as well.

Your system administrator typically sets up page layouts for standard objects and
enables the navigation features your organization can use, but interacting with
Salesforce is easier if you understand the most common page elements for the
most frequently used objects.

They include:

1. A tag bar, where you can view and add tags for a record.

2. A feed, where you can add and view comments about a record.

3. A sidebar, where you can do things like search and quickly create new records.

4. Sections for the record, with key fields and links.

5. Related lists, which group and display links to other records associated with the
one you’re viewing. You can change the order of related lists on your page.

6. Various links that help you move around the page or go to different pages or
external sites.

Let’s look at these elements on an account detail page.

Now, please follow the video file below

UI overview.wmv
What is an object in Salesforce, give examples?

Objects are database tables that allow us to store data specific to the organization
in salesforce.
Two type of objects in Salesforce. They are Standard Objects and Custom Objects.
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

Standard objects in Salesforce
There are many Standard objects in Salesforce. Total number of standard objects
are "399".

Please go to the link below to get the list of all Standard Salesforce objects in
salesforce:

Standard Objects | SOAP API Developer Guide | Salesforce Developers

Find Setup

How you find Setup depends on which Salesforce experience you’re using and on
your organization’s user interface settings.

Salesforce includes many options for setting up, maintaining, and customizing your
organization.

Some organizations also have options for building, packaging, and distributing their
own apps.

These options are all available from the Setup menu. If you’re a Salesforce
administrator or developer,

you use the Setup menu frequently. Your organization’s user interface settings
determine how everyone in your organization accesses this menu.

1. Look at the top of any Salesforce page.

• If you’re using Lightning Experience, click , then select Setup Home.

Please follow the video file attached below

setup.wmv

• If you’re using Salesforce Classic and you see Setup in the user interface header,
click it.

• If you’re using Salesforce Classic and you don’t see Setup in the header, click
your name, then select Setup.

2. Enter the name of the page that you want in the Quick Find box, then select the
appropriate page from the menu.

Tip: Type the first few characters of a page’s name in the Quick Find box. As you
type, pages that match your search terms appear in the menu. For example, to
find the Language Settings page, type language in the Quick Find box, then select
Language Settings.
Dataloader  for Import/Export and Delete (Sandbox refresh)

Please find the video file attached below

dataloader.wmv

Not able to use dataloader.io, being in trial account

notabletousedatalo
ader.wmv

To view all the tabs available to you in Salesforce, click the plus icon (+) next to
the main tabs.

Using this page, you can:

• Click any of the tab names to quickly jump to that tab.

• If you have multiple apps, use the View drop-down list to see each app’s logo
and included tabs.

• Click Customize My Tabs to change how tabs display on your screen.

Creating Salesforce Custom Object

To create custom object go to Setup -> Build-> Create -> Objects ->Click on new
custom object button and enter label name, plural label and object name.
And also enter Record Name according to the data type. There are two data types
available to create record name, those are
1. TEXT.
2. Auto Number.
And also we have the following optional features while creating an object.
 Allow reports: If we check this check box, then only these objects are
available to create reports.
 Allow Activities: If we check this check box, then we can create activities on
this object.
  Track Field History: If we check this check box then only we are to track
fields. We can track up to 20 fields for a single object.
And also we following deployment Status
In development: If we check this check box, this object is still in development
mode. This object is not available for deployments.
Deployed: After selecting this check box then only it will be available for
deployment.
The following options are available only when creating a custom object first time.
Add notes and attachments related list
Launch a new custom tab wizard after saving this custom object
After completing all the details click on save.
If we do not select “Launch new custom tab wizard” from object creation page,
the object will save without tab appearance. In this case, we have to create a tab
for this object. If we select this check box, the object will save and a tab will be
created and appeared.
A tab is a User interface to create records for an object and to view the records in
objects.
In salesforce we three types of tabs
1. Custom object Tab
2. Web Tab
3. Visualforce Tab
The path to creating Custom tabs.
Setup -> Build -> Create -> Tab -> click on New tab and enter the details to
complete the tab creation process.

Account creation and User creation in Salesforce Classic

accountandcontact
create.wmv