Tuesday, November 29, 2016

Salesforce in Action 2

so now that you have created your custom object,it will look like this:

You might be thinking what are standard objects so let me clarify---
These are account,contact,opportunity,lead….and others ,and it`s very easy let me explain you by this:-

Salesforce standard objects represent the database tables that contain the information of your organization. Access is determined by: the objects that are defined in your organization, user permissions, your organization’s configuration, access settings, your data sharing model, and other factors that are related to the object
So now that you have understood standard object which has salesforce functionality and therefore has some limitations..
Custom objects has no such limitations  ,,you can code on it ,do anything you want, anything is possible with code.

1.    From Setup, enter Objects in the Quick Find box, then select Objects under Create.
2.    Click New Custom Object.
3.    Enter the Label, Plural Label, Object Name, and Description as shown. The object’s labels appear in the user interface, while the Object Name is used in the API.

Now you have your custom object

Now objects have fields ,so what are fields…
  1. From setup, type object  then  click on your object you will see a detail page--- scroll down you will see custom field and relationship---you will see new button ,cick on it and you can create a new field,
  2. After clicking on new button you will see data types for making fields

You can find description for every field there,,go on have some fun..


Monday, November 28, 2016

Salesforce in action !!!

As it is related directly to sales and growing business all over the world and companies now-a-days are relying heavily on this technology and this blooming technology is very easy to learn also..so don’t wait let`s get started and become a part of this technology, before going any further let`s talk about what this is….

Salesforce acts as software as a service which provide different business
To grow with wide functionality of functionality which salesforce provide  like LIGHTNING , this feature of salesforce business to close sales faster and take business to new heights in market we will talk about this later………

Lets start from the very basics ,dig deep now into salesforce ..
  • Make your own salesforce account by going to https://developer.salesforce.com/signup and the best part is that it is free so gear up lets do some cool stuff

  • No that you have your salesforce account which is just like the one which companies provide you can call it your practice register.

Congratulation !!!  you now have your own salesforce account.. remember
Anyone can code….

Now as you can see there is no software required the whole base of salesforce is CRM (customer relationship management),so it’s a crm system,the market for salesforce is AppExchange:- https://appexchange.salesforce.com/          

Here you can see all the apps related to sales,customer service,marketing, IT &administration and many more which is makes business more connected with customers and upgraded ,lets get a glimpse of it.
So ,if you are ready lets understand salesforce :-
There are two types of objects in salesforce which are standard objects and custom objects.  
The objects which you see in image P1 are standard objects which perform standard functionality…before discussing custom objects lets create some standard object
For this go to setup:-

On the left side you can see quick find box, type objects there under create you will see objects,go on create some objects or databases table in which you can store your data in salesforce,have fun !!!!