SlideShare ist ein Scribd-Unternehmen logo
1 von 15
BASIC SALESFORCE.COM
INTRODUCTION
Jignesh Chovatia
Salesforce Developer
Salesforce is the worlds' first and most popular CRM
system headquartered in San Francisco.
It was founded in March 1999 by former Oracle executive Marc Benioff
and Parker Harris
Low cost, Low risk Cloud based solution software service to buy
Multitenant Architecture
Introduction
Multitenant
Architecture
What is CRM
• Defining CRM. C-R-M stands for Customer Relationship
Management. ... At its simplest definition, a CRM system allows
businesses to manage business relationships and the data and
information associated with them.
• Salesforce.com's customer relationship management (CRM) service is
broken down into several broad categories: Commerce Cloud, Sales
Cloud, Service Cloud, Data Cloud , Marketing Cloud, Community Cloud
(including Chatter), Analytics Cloud, App Cloud, and IoT with over
100,000 customers.
Salesforce Applications
Salesforce
CRM Custom Apps App Exchange
Sales Cloud Service Cloud
Salesforce Editions
• Contact Manager Edition
• Group Edition
• Developer Edition
• Personal Edition
• Professional Edition
• Enterprise Edition
• Unlimited Edition
• Performance Edition
• Database.com Edition
Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and oth
objects
Task and Event Objects—includes tasks and events and their related objects
Support Objects—includes cases and solutions and their related objects
Document, Note, and Attachment Objects—includes documents, notes, and attachmen
related
objects
User and Profile Objects—includes users, profiles, and roles
Record Type Objects—includes record types and business processes and their related
Salesforce Data Model (Objects)
URL & ID generation of records
Whenever you are going to see any record details, the URL something :-
https://na6.salesforce.com/00Q8000000YYIet
This is record unique ID, for particular org
It will be 15 or 18 digit (starting 3 characters represent the Object)
00QXXXXXXXXXXXX
Lookup Relationships Master-Detail Relationships
Loosely coupled Tightly coupled
Child field value may be optional Child field value is always required
No cascade delete Cascade delete
Independent ownership & sharing Inherited ownership & sharing
Maximum 25 lookup relationships per child Maximum 2 master relationships per detail
object.
Can be multiple levels deep If master is a standard object: 2 additional
sub details
If master is a custom object: 3 additional
sub details
RELATIONSHIPS
 A self Relationship is a lookup relationship to the same object.
 For Example:-
 User Object has a special type of lookup relationship: the hierarchy relationship. For example a
hierarchy relationship allows developers to create a Manager field on the User object to relate another
User.
 We can achieve this type of relationships , by creating a junction object to connect 2
objects.

A junction object is a Custom object with 2 master-child relationships.
Self Relationships
Many to Many Relationships
Contact US if you need anything about for
Salesforce development services.
•Email : info@Habilelabs.io
•Web : http://www.habilelabs.io/
•Telephone: +91-9828247415
Thank You!

Weitere ähnliche Inhalte

Was ist angesagt?

Introduction to Salesforce.com
Introduction to Salesforce.comIntroduction to Salesforce.com
Introduction to Salesforce.comEdureka!
 
Introduction to Salesforce Platform - Basic
Introduction to Salesforce Platform - BasicIntroduction to Salesforce Platform - Basic
Introduction to Salesforce Platform - Basicsanskriti agarwal
 
Salesforce intro session_for_students_v2
Salesforce intro session_for_students_v2Salesforce intro session_for_students_v2
Salesforce intro session_for_students_v2Stephen Edache Paul
 
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...Edureka!
 
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelSalesforce Developers
 
Salesforce online training || Salesforce Integration | salesforce lightning
Salesforce online training || Salesforce Integration | salesforce lightningSalesforce online training || Salesforce Integration | salesforce lightning
Salesforce online training || Salesforce Integration | salesforce lightningsuresh
 
Salesforce.com overview (1)
Salesforce.com   overview (1)Salesforce.com   overview (1)
Salesforce.com overview (1)Luan Minh
 
Salesforce Traning Adm 201
Salesforce Traning   Adm 201Salesforce Traning   Adm 201
Salesforce Traning Adm 201plug2learn
 
Salesforce integration best practices columbus meetup
Salesforce integration best practices   columbus meetupSalesforce integration best practices   columbus meetup
Salesforce integration best practices columbus meetupMuleSoft Meetup
 
Ivan Gubynskyy Salesforce CRM and Platform Overview
Ivan Gubynskyy Salesforce CRM and Platform OverviewIvan Gubynskyy Salesforce CRM and Platform Overview
Ivan Gubynskyy Salesforce CRM and Platform OverviewLogeekNightUkraine
 
Salesforce Presentation
Salesforce PresentationSalesforce Presentation
Salesforce PresentationChetna Purohit
 
Salesforce.com Overview
Salesforce.com OverviewSalesforce.com Overview
Salesforce.com OverviewEdureka!
 
Understanding the Salesforce Architecture: How We Do the Magic We Do
Understanding the Salesforce Architecture: How We Do the Magic We DoUnderstanding the Salesforce Architecture: How We Do the Magic We Do
Understanding the Salesforce Architecture: How We Do the Magic We DoSalesforce Developers
 
Salesforce Service Cloud - An overview
Salesforce Service Cloud - An overviewSalesforce Service Cloud - An overview
Salesforce Service Cloud - An overviewAjay Balakrishnan
 

Was ist angesagt? (20)

Introduction to Salesforce.com
Introduction to Salesforce.comIntroduction to Salesforce.com
Introduction to Salesforce.com
 
Introduction to Salesforce Platform - Basic
Introduction to Salesforce Platform - BasicIntroduction to Salesforce Platform - Basic
Introduction to Salesforce Platform - Basic
 
Salesforce intro session_for_students_v2
Salesforce intro session_for_students_v2Salesforce intro session_for_students_v2
Salesforce intro session_for_students_v2
 
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...
 
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security Model
 
Salesforce online training || Salesforce Integration | salesforce lightning
Salesforce online training || Salesforce Integration | salesforce lightningSalesforce online training || Salesforce Integration | salesforce lightning
Salesforce online training || Salesforce Integration | salesforce lightning
 
Top Benefits of Salesforce in Business
Top Benefits of Salesforce in BusinessTop Benefits of Salesforce in Business
Top Benefits of Salesforce in Business
 
Salesforce.com overview (1)
Salesforce.com   overview (1)Salesforce.com   overview (1)
Salesforce.com overview (1)
 
Salesforce Traning Adm 201
Salesforce Traning   Adm 201Salesforce Traning   Adm 201
Salesforce Traning Adm 201
 
Salesforce integration best practices columbus meetup
Salesforce integration best practices   columbus meetupSalesforce integration best practices   columbus meetup
Salesforce integration best practices columbus meetup
 
Ivan Gubynskyy Salesforce CRM and Platform Overview
Ivan Gubynskyy Salesforce CRM and Platform OverviewIvan Gubynskyy Salesforce CRM and Platform Overview
Ivan Gubynskyy Salesforce CRM and Platform Overview
 
Salesforce Presentation
Salesforce PresentationSalesforce Presentation
Salesforce Presentation
 
Salesforce.com Overview
Salesforce.com OverviewSalesforce.com Overview
Salesforce.com Overview
 
Sales Cloud Best Practices
Sales Cloud Best PracticesSales Cloud Best Practices
Sales Cloud Best Practices
 
Understanding the Salesforce Architecture: How We Do the Magic We Do
Understanding the Salesforce Architecture: How We Do the Magic We DoUnderstanding the Salesforce Architecture: How We Do the Magic We Do
Understanding the Salesforce Architecture: How We Do the Magic We Do
 
Salesforce
SalesforceSalesforce
Salesforce
 
Salesforce Service Cloud - An overview
Salesforce Service Cloud - An overviewSalesforce Service Cloud - An overview
Salesforce Service Cloud - An overview
 
Salesforce PPT.pptx
Salesforce PPT.pptxSalesforce PPT.pptx
Salesforce PPT.pptx
 
Salesforce Deck Template
Salesforce Deck TemplateSalesforce Deck Template
Salesforce Deck Template
 

Ähnlich wie Salesforce Tutorial for Beginners: Basic Salesforce Introduction

PPT Shrayash Poddar.pptx
PPT Shrayash Poddar.pptxPPT Shrayash Poddar.pptx
PPT Shrayash Poddar.pptxSHRAYASHPODDAR
 
Dynamic approach of salesforce development in business
Dynamic approach of salesforce development in businessDynamic approach of salesforce development in business
Dynamic approach of salesforce development in businessJanBask LLC
 
Customization in Ms Dynamics CRM 2013
Customization in Ms Dynamics CRM 2013Customization in Ms Dynamics CRM 2013
Customization in Ms Dynamics CRM 2013Naveen Kumar
 
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonAnna Loughnan Colquhoun
 
Salesforce Online Training
Salesforce Online TrainingSalesforce Online Training
Salesforce Online TrainingKeylabs
 
Salesforce Training By JanBask Training
Salesforce Training By JanBask TrainingSalesforce Training By JanBask Training
Salesforce Training By JanBask TrainingJanBask Training
 
Interview Questions For Microsoft Dynamics CRM
Interview Questions For Microsoft Dynamics CRMInterview Questions For Microsoft Dynamics CRM
Interview Questions For Microsoft Dynamics CRMKumari Warsha Goel
 
meta360 - enterprise data governance and metadata management
meta360 - enterprise data governance and metadata managementmeta360 - enterprise data governance and metadata management
meta360 - enterprise data governance and metadata managementBojana Ciric
 
Salesforce Summer 14 Release Notes (Alexandra Vilks)
Salesforce Summer 14 Release Notes (Alexandra Vilks)Salesforce Summer 14 Release Notes (Alexandra Vilks)
Salesforce Summer 14 Release Notes (Alexandra Vilks)Yury Bondarau
 
Salesforce complete overview
Salesforce complete overviewSalesforce complete overview
Salesforce complete overviewNitesh Mishra ☁
 
muneender sfdc resume
muneender sfdc resumemuneender sfdc resume
muneender sfdc resumeMUNEENDER J
 
Salesforce CRM: A new way of managing Customer Relationship in cloud environment
Salesforce CRM: A new way of managing Customer Relationship in cloud environmentSalesforce CRM: A new way of managing Customer Relationship in cloud environment
Salesforce CRM: A new way of managing Customer Relationship in cloud environmentEECJOURNAL
 
Dynamics AX and Salesforce Integration
Dynamics AX and Salesforce IntegrationDynamics AX and Salesforce Integration
Dynamics AX and Salesforce IntegrationGlenn Johnson
 
Salesforce - Overview & Getting Started
Salesforce - Overview & Getting StartedSalesforce - Overview & Getting Started
Salesforce - Overview & Getting StartedKatia Bonella
 
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptx
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptxTop 20 Salesforce Admin Interview Questions and Answers in 2023.pptx
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptxAnanthReddy38
 

Ähnlich wie Salesforce Tutorial for Beginners: Basic Salesforce Introduction (20)

PPT Shrayash Poddar.pptx
PPT Shrayash Poddar.pptxPPT Shrayash Poddar.pptx
PPT Shrayash Poddar.pptx
 
Dynamic approach of salesforce development in business
Dynamic approach of salesforce development in businessDynamic approach of salesforce development in business
Dynamic approach of salesforce development in business
 
Customization in Ms Dynamics CRM 2013
Customization in Ms Dynamics CRM 2013Customization in Ms Dynamics CRM 2013
Customization in Ms Dynamics CRM 2013
 
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...
 
salesforce.pptx
salesforce.pptxsalesforce.pptx
salesforce.pptx
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt Robison
 
Salesforce Online Training
Salesforce Online TrainingSalesforce Online Training
Salesforce Online Training
 
Salesforce Training By JanBask Training
Salesforce Training By JanBask TrainingSalesforce Training By JanBask Training
Salesforce Training By JanBask Training
 
Interview Questions For Microsoft Dynamics CRM
Interview Questions For Microsoft Dynamics CRMInterview Questions For Microsoft Dynamics CRM
Interview Questions For Microsoft Dynamics CRM
 
salesforce.pptx
salesforce.pptxsalesforce.pptx
salesforce.pptx
 
meta360 - enterprise data governance and metadata management
meta360 - enterprise data governance and metadata managementmeta360 - enterprise data governance and metadata management
meta360 - enterprise data governance and metadata management
 
Salesforce
SalesforceSalesforce
Salesforce
 
Sfdc documentation
Sfdc documentationSfdc documentation
Sfdc documentation
 
Salesforce Summer 14 Release Notes (Alexandra Vilks)
Salesforce Summer 14 Release Notes (Alexandra Vilks)Salesforce Summer 14 Release Notes (Alexandra Vilks)
Salesforce Summer 14 Release Notes (Alexandra Vilks)
 
Salesforce complete overview
Salesforce complete overviewSalesforce complete overview
Salesforce complete overview
 
muneender sfdc resume
muneender sfdc resumemuneender sfdc resume
muneender sfdc resume
 
Salesforce CRM: A new way of managing Customer Relationship in cloud environment
Salesforce CRM: A new way of managing Customer Relationship in cloud environmentSalesforce CRM: A new way of managing Customer Relationship in cloud environment
Salesforce CRM: A new way of managing Customer Relationship in cloud environment
 
Dynamics AX and Salesforce Integration
Dynamics AX and Salesforce IntegrationDynamics AX and Salesforce Integration
Dynamics AX and Salesforce Integration
 
Salesforce - Overview & Getting Started
Salesforce - Overview & Getting StartedSalesforce - Overview & Getting Started
Salesforce - Overview & Getting Started
 
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptx
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptxTop 20 Salesforce Admin Interview Questions and Answers in 2023.pptx
Top 20 Salesforce Admin Interview Questions and Answers in 2023.pptx
 

Mehr von Habilelabs

Basics of MongoDB
Basics of MongoDB Basics of MongoDB
Basics of MongoDB Habilelabs
 
Top 10 frameworks of node js
Top 10 frameworks of node jsTop 10 frameworks of node js
Top 10 frameworks of node jsHabilelabs
 
Introduction to Protractor - Habilelabs
Introduction to Protractor - HabilelabsIntroduction to Protractor - Habilelabs
Introduction to Protractor - HabilelabsHabilelabs
 
MongoDB Security Introduction - Presentation
MongoDB Security Introduction - PresentationMongoDB Security Introduction - Presentation
MongoDB Security Introduction - PresentationHabilelabs
 
MongoDB with NodeJS - Presentation
MongoDB with NodeJS - PresentationMongoDB with NodeJS - Presentation
MongoDB with NodeJS - PresentationHabilelabs
 
JAVASCRIPT PERFORMANCE PATTERN - A Presentation
JAVASCRIPT PERFORMANCE PATTERN - A PresentationJAVASCRIPT PERFORMANCE PATTERN - A Presentation
JAVASCRIPT PERFORMANCE PATTERN - A PresentationHabilelabs
 
A Presentation on MongoDB Introduction - Habilelabs
A Presentation on MongoDB Introduction - HabilelabsA Presentation on MongoDB Introduction - Habilelabs
A Presentation on MongoDB Introduction - HabilelabsHabilelabs
 
Why MongoDB over other Databases - Habilelabs
Why MongoDB over other Databases - HabilelabsWhy MongoDB over other Databases - Habilelabs
Why MongoDB over other Databases - HabilelabsHabilelabs
 
Rest API Guidelines by HabileLabs
Rest API Guidelines by HabileLabsRest API Guidelines by HabileLabs
Rest API Guidelines by HabileLabsHabilelabs
 

Mehr von Habilelabs (9)

Basics of MongoDB
Basics of MongoDB Basics of MongoDB
Basics of MongoDB
 
Top 10 frameworks of node js
Top 10 frameworks of node jsTop 10 frameworks of node js
Top 10 frameworks of node js
 
Introduction to Protractor - Habilelabs
Introduction to Protractor - HabilelabsIntroduction to Protractor - Habilelabs
Introduction to Protractor - Habilelabs
 
MongoDB Security Introduction - Presentation
MongoDB Security Introduction - PresentationMongoDB Security Introduction - Presentation
MongoDB Security Introduction - Presentation
 
MongoDB with NodeJS - Presentation
MongoDB with NodeJS - PresentationMongoDB with NodeJS - Presentation
MongoDB with NodeJS - Presentation
 
JAVASCRIPT PERFORMANCE PATTERN - A Presentation
JAVASCRIPT PERFORMANCE PATTERN - A PresentationJAVASCRIPT PERFORMANCE PATTERN - A Presentation
JAVASCRIPT PERFORMANCE PATTERN - A Presentation
 
A Presentation on MongoDB Introduction - Habilelabs
A Presentation on MongoDB Introduction - HabilelabsA Presentation on MongoDB Introduction - Habilelabs
A Presentation on MongoDB Introduction - Habilelabs
 
Why MongoDB over other Databases - Habilelabs
Why MongoDB over other Databases - HabilelabsWhy MongoDB over other Databases - Habilelabs
Why MongoDB over other Databases - Habilelabs
 
Rest API Guidelines by HabileLabs
Rest API Guidelines by HabileLabsRest API Guidelines by HabileLabs
Rest API Guidelines by HabileLabs
 

Kürzlich hochgeladen

2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...Martijn de Jong
 
MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024MIND CTI
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Drew Madelung
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024The Digital Insurer
 
FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024The Digital Insurer
 
Automating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps ScriptAutomating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps Scriptwesley chun
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusZilliz
 
Artificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyArtificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyKhushali Kathiriya
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businesspanagenda
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerThousandEyes
 
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...Zilliz
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Miguel Araújo
 
presentation ICT roal in 21st century education
presentation ICT roal in 21st century educationpresentation ICT roal in 21st century education
presentation ICT roal in 21st century educationjfdjdjcjdnsjd
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesrafiqahmad00786416
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc
 
MS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsMS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsNanddeep Nachan
 
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost SavingRepurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost SavingEdi Saputra
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAndrey Devyatkin
 
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...apidays
 

Kürzlich hochgeladen (20)

2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...
 
MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024FWD Group - Insurer Innovation Award 2024
FWD Group - Insurer Innovation Award 2024
 
Automating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps ScriptAutomating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps Script
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source Milvus
 
Artificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyArtificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : Uncertainty
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...
Emergent Methods: Multi-lingual narrative tracking in the news - real-time ex...
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
presentation ICT roal in 21st century education
presentation ICT roal in 21st century educationpresentation ICT roal in 21st century education
presentation ICT roal in 21st century education
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challenges
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
 
MS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsMS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectors
 
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost SavingRepurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of Terraform
 
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
 
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
 

Salesforce Tutorial for Beginners: Basic Salesforce Introduction

  • 2. Salesforce is the worlds' first and most popular CRM system headquartered in San Francisco. It was founded in March 1999 by former Oracle executive Marc Benioff and Parker Harris Low cost, Low risk Cloud based solution software service to buy Multitenant Architecture Introduction
  • 4. What is CRM • Defining CRM. C-R-M stands for Customer Relationship Management. ... At its simplest definition, a CRM system allows businesses to manage business relationships and the data and information associated with them. • Salesforce.com's customer relationship management (CRM) service is broken down into several broad categories: Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud , Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT with over 100,000 customers.
  • 5.
  • 6. Salesforce Applications Salesforce CRM Custom Apps App Exchange Sales Cloud Service Cloud
  • 7. Salesforce Editions • Contact Manager Edition • Group Edition • Developer Edition • Personal Edition • Professional Edition • Enterprise Edition • Unlimited Edition • Performance Edition • Database.com Edition
  • 8.
  • 9. Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and oth objects Task and Event Objects—includes tasks and events and their related objects Support Objects—includes cases and solutions and their related objects Document, Note, and Attachment Objects—includes documents, notes, and attachmen related objects User and Profile Objects—includes users, profiles, and roles Record Type Objects—includes record types and business processes and their related Salesforce Data Model (Objects)
  • 10.
  • 11. URL & ID generation of records Whenever you are going to see any record details, the URL something :- https://na6.salesforce.com/00Q8000000YYIet This is record unique ID, for particular org It will be 15 or 18 digit (starting 3 characters represent the Object) 00QXXXXXXXXXXXX
  • 12. Lookup Relationships Master-Detail Relationships Loosely coupled Tightly coupled Child field value may be optional Child field value is always required No cascade delete Cascade delete Independent ownership & sharing Inherited ownership & sharing Maximum 25 lookup relationships per child Maximum 2 master relationships per detail object. Can be multiple levels deep If master is a standard object: 2 additional sub details If master is a custom object: 3 additional sub details RELATIONSHIPS
  • 13.  A self Relationship is a lookup relationship to the same object.  For Example:-  User Object has a special type of lookup relationship: the hierarchy relationship. For example a hierarchy relationship allows developers to create a Manager field on the User object to relate another User.  We can achieve this type of relationships , by creating a junction object to connect 2 objects.  A junction object is a Custom object with 2 master-child relationships. Self Relationships Many to Many Relationships
  • 14. Contact US if you need anything about for Salesforce development services. •Email : info@Habilelabs.io •Web : http://www.habilelabs.io/ •Telephone: +91-9828247415