Salesforce Introduction

What is CRM? CRM is a model used to manage organization interactions like phone calls, Emails, Meetings, and Social media with customers and prospects penetrating to Sales, Marketing, and Support. Top Most CRM What is Salesforce? Salesforce helps you manage your customer relationships, integrate with other systems, and build your own applications. Salesforce.com is a…


Part I – 1.How to Create Custom Objects and Fields in Salesforce

Initially you have to create your own developer account to experience the Salesoforce magics. Please click here to  create your developer account.If you already have your account then proceed with below steps. Follow the below steps to Build a Custom Object Go to your developer account Salesforce page Click the Setup icon in the top-right navigation menu…


Part I – 2.Use of Formula Field and Map Fields in Salesforce

Formula Field : You can create custom formula fields on any standard or custom object. To start, we’ll create a formula on the Opportunity object. Follow these steps to navigate to the formula editor. From Setup, open the Object Manager and click Opportunity. In the left sidebar, click Fields & Relationships. Click New. Select Formula and click Next. In Field Label, type My…


Part I – 3.How to Create Object Relationship in Salesforce

Object relationships are a special field type that connects two objects together.Let’s think about a standard object like Account. If a sales rep opens an account, they’ve probably been talking to a few people at that account’s company. They’ve probably made contacts like executives or IT managers and stored those contacts’ information in Salesforce. It…


Part I – 4.How to Create Junction Object in Salesforce

A junction object is a custom object with two master-detail relationships, and it is the key to making a many-to-many relationship.Let us assume we are having HR’s recruiting app and now we are going to create a junction object called Job Posting. A job posting fits into the space between positions and employment websites. One position can…


Part I – 5.How to Create a Custom Object Tab in Salesforce

Define a tab to display the data stored in your custom object records. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Custom Object Tabs related list. Select the custom object to display in the custom tab. If you have not already created the custom object, click create a new custom object now and follow the instructions…


Part I – 6.Types of Buttons in Salesforce

Every org has a unique set of business needs. If your users frequently need to access other pages in or outside your org, you can add custom buttons or links directly to object and record detail pages. Custom buttons or links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other…


Part II – 1.User Creation in Salesforce

A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company’s records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the…


Part II – 2.Profile Setup in Salesforce

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Create Profiles Before creating the new profile, customize how profiles are viewed. From Setup enter User Management Settings in the Quick Find box, and select User Management Settings. Set Enhanced Profile…


Part II – 3.Use of Sharing Rule in Salesforce

Sharing rules can be based on who owns the record or on the values of fields in the record. For example, use sharing rules to extend sharing access to users in public groups or roles. As with role hierarchies, sharing rules can never be stricter than your org-wide default settings. They just allow greater access…


Part II – 4.Organization Wide Default Settings in Salesforce

Organization-wide sharing defaults set the baseline access for your records. You can set the defaults separately for different objects. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. For each object, select the default access you want to use. To disable automatic access using your hierarchies, deselect Grant Access Using Hierarchies for…


Part II – 5.Record Creation and Access in Salesforce

In Salesforce we can easily create new records into objects by using the Create New drop-down list on the sidebar of any page in Salesforce. also we can create record by selecting any object and click new button to create records. Once you enter all the required details in the record fields click save. When you…


Part III-1.Field Update in Salesforce

In Salesforce you can automate the update of many field records using workflow rules. We will create two workflow rules: Workflow rule  checks the Event booked checkbox and sets the Lead Status to Working – Contacted when the event is scheduled or rescheduled by Customer To create Workflow rules: Log in to Salesforce. In your Salesforce Setup page, go to Create > Workflow…


Part III. 2. Validation in Salesforce

Introduction to Validation Rules Validation rules verify that data entered by users in records meet the standards you specify before they can save it. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” Validation rules can also include…


Part III. 3. Process Builder in Salesforce

Introduction Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which we call an Account in Salesforce), changes its location. You’d want a way to automatically update the business address of all the people that work…


Part III. 4. Time Based Workflow in Salesforce

In salesforce we can create time based workflow.To setup a delay in the workflow action, click the “Add Time Trigger” button in Workflow. The next screen asks you to set the length of the delay in hours and days. Minutes is not available and even when you select hour, it can be anytime during that…


Part III. 5. Visual flows in Salesforce

To create flow in salesforce, From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. Drag the appropriate elements onto the canvas. Each element represents an action that the flow can execute. Examples of such actions include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or  manipulating data. Every flow…


Part IV. 1. Page Creation in Salesforce

Create the Visualforce Page Follow these steps to create a Visualforce page in the Developer Console. Open the Developer Console under Your Name or the quick access menu (). The Developer Console opens in a new window. Click File | New | Visualforce Page. Enter HelloWorld for the name of the new page, and click OK. A new, blank Visualforce page opens in the Developer…


Part IV. 2. Apex Class Creation in Salesforce

In this Training, you create an EmailManager class that encapsulates the logic to send confirmation emails to the conference speakers. Step 1: Create the EmailManager class 1.Click  and select Developer Console. 2.In the Developer Console, click File > New > Apex Class. Specify EmailManager as the class name and click OK. 3.Paste the following into the Developer Console. public with sharing class EmailManager{ public void…


Part IV. 3. SOQL Basics in Salesforce

To read a record from Salesforce, you need to write a query. Salesforce provides the Salesforce Object Query Language, or SOQL in short, that you can use to read saved records. SOQL is similar to the standard SQL language but is customized for the Lightning Platform. Because Apex has direct access to Salesforce records that…