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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.
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.
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.
Email Integration
Salesforce can integrate to an existing email platform. This helps in providing
flexibility to the existing team with no additional learning curve.
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 −
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.
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
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)
When your administrator sets you up as a new user, you receive an email that
includes your username
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.
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.
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.
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.
• 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
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.
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.
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.
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
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.
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.
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:
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.
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)
dataloader.wmv
notabletousedatalo
ader.wmv
To view all the tabs available to you in Salesforce, click the plus icon (+) next to
the main tabs.
• If you have multiple apps, use the View drop-down list to see each app’s logo
and included tabs.
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.
accountandcontact
create.wmv