What is Salesforce CRM Tutorial-
Session 1 -
https://www.youtube.com/watch?v=BH5zltsyjuE
Session 2 Demo -
https://www.youtube.com/watch?v=-acT8t4MYss
New to Trailhead/Salesforce? Follow the below links to know more
https://trailhead.salesforce.com/users/nayanakadiyala/trailmixes/sfdconestop
To know how to create your own developer org, please refer this link and follow the steps mentioned after which you will have your own developer org and you can do lot of practice to become expert in salesforce.
https://sfdconestop.blogspot.com/p/how-to-create-developer-org.html
Session 1:
What is Salesforce?
Salesforce is Customer Relationship Management software which is delivered entirely over internet.
Customers would no longer need to purchase servers with infrastructure and install software. All they would need is just an internet connection. Salesforce is Software as a service(SAAS).
Customers would no longer need to purchase servers with infrastructure and install software. All they would need is just an internet connection. Salesforce is Software as a service(SAAS).
One of the major characteristic of Salesforce is : Multi-Tenant
Lets consider an example to understand different clouds provided by Salesforce.
Suppose you would like to sell your products to customers, you can make use of Salesforce to track everything that your business need(Sales Cloud)
Once you sell your product, you may want to provide customer support to your customers through various service channels like chat, phone, email, web, Einstein bot then you can make use of Salesforce Service Cloud.
How do you want to market your product, Salesforce has provided us with Marketing Cloud, We can make use of Salesforce Marketing Cloud so that we can do campaigns and promote our products to our audiences.
To share information and collaborate with people outside your company who are key to your business processes, such as customers or partners implement Community Cloud/ Partner Cloud.
Like wise we have various other clouds provided by Salesforce.
Now, Lets gets started with Salesforce and understand various terminology used in Salesforce.
App --> App in Salesforce is a set of objects, fields, and other functionality that supports a business process.
Object --> An Object in Salesforce is represented as a database table which stores organization data. Consider object as a table to store data.
In Salesforce.com we have two types of objects. They are
Standard objects:- These are objects provided by Salesforce.com.
Custom Objects:- These objects are created by user in Salesforce per business need.
Standard objects:- These are objects provided by Salesforce.com.
Custom Objects:- These objects are created by user in Salesforce per business need.
Fields --> Fields are columns in object database tables.
Record -->Record are rows in object database tables. Records are the actual data associated with an object
Tab --> Is a user interface to create records for objects and to view the records in all the objects
Table: Contact
| First Name | Last Name | Title | Phone |
| Nayana | Kadiyala | Salesforce | 123456789 |
| Namratha | Kadiyala | Salesforce | 123456789 |
Lets get started by login into creating a user account in Salesforce, please follow step by step process as mentioned below:
Object Relationship in Salesforce:
Its a bi-directional relationship between 2 objects
It links 2 objects together.
Different Types of relationship:
Lookup --> Links 2 objects together
Master Detail --> Its a parent child relationship between 2 objects.If parent is deleted, child record will also get deleted.
Many to Many --> Each record of 1 object will be linked up with another record of another object.
Data Security -
Profile -->
Profile is a collection of permissions and settings that allow user to do specific actions
It is another way to restrict or control access to a particular record.
Profile is a collection of permissions and settings that allow user to do specific actions
It is another way to restrict or control access to a particular record.
It controls object level access, which fields users can view(FLS).
Profile are of two types.
Standard Profile.
Custom Profile.
Standard Profile : Profiles created by force.com are called Standard Profiles.
Custom Profiles : Profiles created by user are called Custom Profiles.
Role -->
Its a record level access given to a user, Role is not mandatory while creating a user in Salesforce.
Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.
Standard Profile.
Custom Profile.
Standard Profile : Profiles created by force.com are called Standard Profiles.
Custom Profiles : Profiles created by user are called Custom Profiles.
Role -->
Its a record level access given to a user, Role is not mandatory while creating a user in Salesforce.
Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.
Role decide what all data a user can view.
Ex: Manager can view his subordinate data.
Difference between Role and Profile -->
Its a record level access which is given to a user, Role is not mandatory.
Profiles :- Every user must have a profile defined, its determines object level access which is given to a user.
Using profile object level and field level access can be made like general permissions, tab level permissions, read & write permissions etc.
Its a record level access which is given to a user, Role is not mandatory.
Profiles :- Every user must have a profile defined, its determines object level access which is given to a user.
Using profile object level and field level access can be made like general permissions, tab level permissions, read & write permissions etc.
Session 2:
Salesforce Editions
Salesforce offer bundles of features and services, each geared toward specific business needs.
Different Types of EDITION:
Essentials:
Salesforce offer bundles of features and services, each geared toward specific business needs.
Different Types of EDITION:
Essentials:
Designed
for small businesses that want to get started with a CRM system
quickly. It includes intuitive walk throughs and a setup assistant to
get started, an easy-to-use UI, and administration tools to customize
your deployment as you grow.
Professional:
Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
Enterprise:
Meets the needs of large and complex businesses. It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.
Meets the needs of large and complex businesses. It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.
Unlimited:
Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand. Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features.
Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand. Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features.
Developer:
Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications. Developer Edition also provides access to many of the features available in Enterprise Edition.
Sandbox:
What is Sandbox:
Sandboxes create copies of your Salesforce org in separate environments.
Use them for development, testing, and training, without compromising the data and applications in your production org.
Different Types of Sandboxes in Salesforce:
Developer Sandbox
A Developer sandbox is intended for development and testing in an isolated environment.
A Developer Sandbox includes a copy of your production org’s configuration (metadata).
Refresh Interval is 1 day ie we can refresh once per day and will only copy metadata from production
Developer Pro Sandbox
A Developer Pro sandbox is intended for development and testing in an isolated environment and can host larger data sets than a Developer sandbox.
A Developer Pro sandbox includes a copy of your production org’s configuration (metadata).
Use a Developer Pro sandbox to handle more development and quality assurance tasks and for integration testing or user training.
Refresh Interval is 1 day ie we can refresh once per day and will only copy metadata from production
storage limit is 1 GB
Partial Copy Sandbox
A Partial Copy sandbox is intended to be used as a testing environment.
This environment includes a copy of your production org’s configuration (metadata)
Use a Partial Copy sandbox for quality assurance tasks such as user acceptance testing, integration testing, and training.
Refresh Interval is 5 day ie we can refresh once in 5 day and will copy metadata and sample data from production
Full Sandbox
A Full sandbox is intended to be used as a testing environment.
Only Full sandboxes support performance testing, load testing, and staging.
Full sandboxes are a replica of your production org, including all data, such as object records and attachments, and metadata.
The length of the refresh interval makes it difficult to use Full sandboxes for development.
Refresh Interval is 29 day and will copy metadata and full data from production
Page-layouts:
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
They also help determine which fields are visible, read only, and required.
Use page layouts to customize the content of record pages for your users.
Record types:
Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications. Developer Edition also provides access to many of the features available in Enterprise Edition.
Sandbox:
What is Sandbox:
Sandboxes create copies of your Salesforce org in separate environments.
Use them for development, testing, and training, without compromising the data and applications in your production org.
Different Types of Sandboxes in Salesforce:
Developer Sandbox
A Developer sandbox is intended for development and testing in an isolated environment.
A Developer Sandbox includes a copy of your production org’s configuration (metadata).
Refresh Interval is 1 day ie we can refresh once per day and will only copy metadata from production
Developer Pro Sandbox
A Developer Pro sandbox is intended for development and testing in an isolated environment and can host larger data sets than a Developer sandbox.
A Developer Pro sandbox includes a copy of your production org’s configuration (metadata).
Use a Developer Pro sandbox to handle more development and quality assurance tasks and for integration testing or user training.
Refresh Interval is 1 day ie we can refresh once per day and will only copy metadata from production
storage limit is 1 GB
Partial Copy Sandbox
A Partial Copy sandbox is intended to be used as a testing environment.
This environment includes a copy of your production org’s configuration (metadata)
Use a Partial Copy sandbox for quality assurance tasks such as user acceptance testing, integration testing, and training.
Refresh Interval is 5 day ie we can refresh once in 5 day and will copy metadata and sample data from production
Full Sandbox
A Full sandbox is intended to be used as a testing environment.
Only Full sandboxes support performance testing, load testing, and staging.
Full sandboxes are a replica of your production org, including all data, such as object records and attachments, and metadata.
The length of the refresh interval makes it difficult to use Full sandboxes for development.
Refresh Interval is 29 day and will copy metadata and full data from production
Page-layouts:
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
They also help determine which fields are visible, read only, and required.
Use page layouts to customize the content of record pages for your users.
Record types:
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases.
If
for example we have 3 different business units in an org, we can define 3
different record types and associate different page layouts to these
different business units.
Data Types:
Auto Number, Formula, Roll-Up Summary.
Lookup Relationship, Master-Detail Relationship.
Checkbox, Currency, Date, Date/Time, Email, Geo location, Number, Percent, Phone, Picklist, Picklist (Multi-select), Text, Text Area, Text Area (Long), Text Area (Rich), Text (Encrypted), URL.
Data Types:
Auto Number, Formula, Roll-Up Summary.
Lookup Relationship, Master-Detail Relationship.
Checkbox, Currency, Date, Date/Time, Email, Geo location, Number, Percent, Phone, Picklist, Picklist (Multi-select), Text, Text Area, Text Area (Long), Text Area (Rich), Text (Encrypted), URL.
Service cloud end to end video's for beginners -
Sfdconestop Youtube channel(covering different Salesforce Topics) -
Stay tuned for more resources for beginners ....
Thanks For Sharing.
ReplyDeleteSalesforce Online Training