Introduction to Salesforce and example for building app using Force.com

1. Development In
Salesforce
Introduction
Presented By:
Chetna Purohit

2. Salesforce.com
• Salesforce is the worlds' first and most popular CRM
system headquartered in San Francisco. With more than 82,000
companies and 100,000+ customers rely on this dynamic, web-based, low-
cost CRM platform.
• It was founded in March 1999 by former Oracle executive Marc Benioff
Salesforce.com has its services translated into 16different languages and
currently has 82,400 regular customers and over 2,100,000 subscribers
• Salesforce CRM provides a complete solution for that includes feature-rich
solutions for marketing, sales, services, partner management and
community management.
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3. 3
Salesforce CRMbenefits
• Low cost, low riskcloud based solution software service to
buy.
• Complete solution includes feature-rich solution for
marketing, sales, service, partnermanagement and
community management.
• Fast result because it drain resources on high value, low
cost and focus on innovation

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5. Salesforce CRM is pay as-you-go. Different
pricing edition plans are available.
Contact Manager $5 /user/Month
Group $15 /user/Month
Professional $65 /user/Month
Unlimited $250 /user/Month
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6. Salesforce is divided into different sets of tools referred to as "clouds”
•Sales Cloud
•Service Cloud
•Collaboration Cloud
Sales Cloud- Sales Cloud helps to sell products and Services, manage connection with
customer, and close more deals. Sales Cloud include Chatter, Social Contact,
Marketing and Leads, Data.com, Opportunities and quotes, Approval and Work
process, Files and Libraries, Analytics and Forecasting, Partner Management,
AppExchange, Email and calendaring
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7. Collabration Cloud - Collabration cloud consist of Salesforce Chatter and
Radian6 service cloud which helps to connect with co-workers, customers,
and partners to share experience and information across.
Service Cloud - Service cloud increase agent productivity, reduces service
costs, and gain better visibility into Service Organization. It includes Customer
Portal, Live Agent, Contract and entitlement
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8. Custom Cloud - Custom Cloud is infrastructure used to for building customized cloud
application development for automation, analytics and approval processes.
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11. Salesforce.com, Inc. offers a family of products, and has thousands of
clients who use its service, but each company’s secure Web site is
separate from the other Web sites and might look different to suit their
unique needs like
• Sharing Rules / Org-Wide Default
• Approval Processes
• Junction Object
• Master-Detail / Lookup relationships
• Report / Report Types / Dashboards
• Data Loader / Import Wizard
• Formula Fields
• Analytical Snapshot
• Workflows
• Encrypted Fields / External Ids
• Governor Limits
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12. General steps for building Salesforce.com
1. Creating Application Description
2. Add Relationships
3. Use Formulas and Validations
4. Automating Process using Workflow
5. Creating Approval Process
6. Creating Reports and Dashboards
7. Adding Programming Logic to Apex
8. Adding tests to your apps
9. Building Custom user Interface using Visual Force
10. Creating Public Web pages using Sites
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13. 1.Creating Application
• Creating field
• Fields can be set as unique, required or as external id. A
required field is always displayed in the edit page.
• A field of type external id is a record id from another system.
• Fields of type number, text and email can be set as external
id.
• Objects can have upto 500 custom fields.
• Each object can have up to three external ids
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14. • Creating Record
• Record types allow you to offer different business processes, picklist values,
and page layouts to different users based on their profiles.
• Record types can be used in various ways, for example: Create record types
for opportunities to differentiate your regular sales deals from your
professional services engagements and offer different picklist values for each.
<CustomObject
xmlns="http://soap.sforce.com/2006/04/metadata">
<recordTypes>
<fullName>My First Recordtype</fullName>
</recordTypes>
</CustomObject>
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15. 2. Adding Relationships
• Creating Object
• Objects logically correspond to database tables in a relational database.
• Objects can be Standard orCustom. Standard are objects are predefined
by Salesforce like Accounts, Case, Contact etc
• Custom objects store information that is unique and important to your
organization. Custom objects are created by developers based upon
application requirements.
• Custom objects are reportable and search-able.
• Creating Record
The record type can be text or auto-number. Auto-number can take
values like A-{0001}, A-{0002} etc
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16. Object Relationships
There are two main type of relationships in Salesforce
• Master-detail Relationship: It is Parent-Child relationship that
controls behaviour of detail object. They are tightly coupled. Maximum 2
Master-Detail relationship can be created in Salesforce for detail object
• Lookup Relationship : It is type of relation which link two objects together,
but has no effect on deletion or security. They are loosely coupled. Max 25
lookup relationship per child can be created.
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17. 3. Using Formula and Validation
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19. salesforce.com
proprietary/confidential: customer
4.Automating Process using Workflow
• Setting of Workflow Rule
• Test the Workflow Rules
• Creating Approval Process
• Create an Email Template
• Create an Approval Process
• Create a Custom Profile
• Create a User
• Test the Approval Process
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20. 5. Workflow and Approval Process
•Involve automating business process Ex: Triggeran
alert
•Help us create business logic based on rules:
•Workflow rules can assign tasks users to update fields
orsend email alerts
•Approval processes allow users to submit sensitive
records like new contracts orpurchase orders for
approval
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21. 6. Creating Reports and Dashboards
a) Report Types:
 Tabular – Simple data listing without subtotals
 Summary – Data listing plus sorting and subtotaling of data
 Matrix – Summarizes data in a grid against X and Y axis
(similar to pivot table)
 All reports can be customized / personalized for individual reporting
needs
 Reporting engine limits the view of data to two sometimes three
object relationships
 "Smart" totaling means that duplicate data is counted only once in
any subtotal or total.
22salesforce.com
proprietary/confidential: customer

22. Report of Enterprise CRM Solution
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23. b) Creating Dashboard
 Dashboards can only be created by Summary and
Matrix reports
 Security for Dashboards exists at the folder level

24. Recruiting App Dashboard of Enterprise CRMSolution
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25. 7. Adding Programming Logic to Apex
• Apex is a powerful object-oriented language, with many of the features
typically found in similar languages such as Java.
• Apex class consists features of the general language, such as arrays,
iteration, and querying the database.
• Apex is a development platform for building software as a service (SaaS)
applications on top of Salesforce.com's customer relationship
management (CRM) functionality.
• Apex allows developers to access Salesforce.com's back-end database
and client-server interfaces to create third-party SaaS applications.
• Apex includes an application program interface (API) that developers can
use to access user data on Salesforce.com.
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26. 8. Adding tests to your app
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•Create an Apex Trigger Definition
• Defining List Variable
• Iterate Through the List and Modify
• Test the Trigger

27. Visual Force
shot
9. Building Custom user Interface using Visual Force
• Enable Visualforce Development Mode
• Create a Visualforce Page
• Add a Style sheet Static Resource
• Add a Controller to the Page
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28. Visual Force
Visualforce is used to present the data to users. Salesforce’s Visual force
use MVC Design Pattern that used for managing your web application.
MVC pattern contains below three modules:
• Model
• View
• Controller
• Model: It describes what schema and data does Salesforce uses to
represent the system completely.. For example if the task is related to
business logic or handling Database you will write Bean classes or Java
classes, these classes comes under MODEL
• View: View describe how the schema and data is represented. All the
representation type stuff like JSP page, HTML page, CSS, page layouts
style sheets
• Controller: It describe how the interface actions. Controllers are
used to perform the actions whenever users interact with visual force.
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29. 10. Creating Public Web pages using Sites
•Create Catalog Page
• Register a Force.com Domain Name
•Create a Force.com Site
•Configure and Test the Site
•Bonus Step—Updating the Page with AJAX
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30. How Salesforce is Useful
• Salesforce.com offers a conclusive concept to deliver an easy to
use CRM Software as a service using a dynamic, scale free
cloud computing approach.
• This satisfies the customer demand and leverages cost
benefits for the customers of Salesforce.com.
• Salesforce does a lot to create a productive, collaborative
CRM environment.
• The success of Salesforce.com is based on an excellent
management, a clear company strategy and a business
model, which uses cutting edge technology combined with a
developer community and an easy to use platform, which is
delivered in a very cost effective manner
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31. Thank you 
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