Sfdc101- Introduction

So to start off, lets look how one can start using the salesforce technology for the purpose of Customer Relationship Management (CRM). To begin with one needs to create a salesforce account on any of the editions like the developer, performance, etc. Developer edition is basically the free edition and one doesnt need to pay for it, for other editions salesforce charges differently. Just gotohttps://login.salesforce.com and create an account by providing the basic details. Once this is done, you will be sent a confirmation email like any other basic site would ask for. After clicking on the link one should be good to go and start using the salesforce developer edition by going to https://login.salesforce.com and entering the login credentials. Once logged in it would be redirected to the “Home” screen basically this would be the screen which the users would be seeing whenever they first login through to the salesforce for the organization.

The screen basically is a default custom application that is provided by the salesforce application. Salesforce provides two types of applications: Custom Application or the Console Application. Basic difference between the two types of apps is that it provides a different User Interface and some additional features to go with each. Custom Application is basically the one that is visible when one logs in everytime to salesforce by default its the custom app, it can be changed and another app can be set as default when user logs in to salesforce. An application comprises of many things like tabs, objects,fields,etc. Custom application has all the tabs visible on the top of the screen and default or custom tabs can be set for the app. It has the left side bar through which one can have access to the “Recent Items”, “recycle bin”,”Create” etc. Console app doesnt allow this access to the sidebar. Also custom app has a “Quick Access Menu” on the right through which one can get quick access to the fields, validation rules, etc. Custom app also has certain downsides like no push notifications when multiple user edit or update the same field. It also doesnt allow giving access to the widget like “Live Agent” or “Knowledge One” widgets. On the other hand the console app displays all the tabs in a form of a drop down menu or picklist value, it also allows providing push notifications for fields and also  provides additional features like access to widgets.

Salesforce consists of Objects and fields, Objects are something which consists of fields and can store information in the form of records. For example: “University” is a custom object which consists of fields like Name, Subject, professor etc. which has information about the University object. This way salesforce stores data in the form of records. Salesforce already has certain standard objects like Contacts, Accounts, Leads,etc. which are predefined and can be used readily. It also allows to create custom objects like “University” as suggested above or any other can be created. For each custom object custom fields can be created with different record types. There are different field types for fields like text,number,picklist,formula etc., if a number field type is selected then only numeric values can be entered in the field. Same ways for the other field types.Salesforce has validation rules which can be applied on fields. For example if a field needs to be restricted to certain characters or if is a compulsory field or cannot be null then such validation rules can be applied for the field.

There are many more things that can be learnt. Keep Exloring,Keep Learning.


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