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…