Live, instructor-led SalesForce Online Training | IQ Online Training

From: IQ Online Training
Published: Tue Apr 11 2017

Development in Salesforce Introduction:
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.

Salesforce CRM benefits:
• Low cost, low risk cloud based solution software service to buy
• Complete solution includes feature-rich solution for marketing, sales, service, partner management and community management.
• Fast result because it drain resources on high value, low cost and focus on innovation
Sales force is divided into different sets of tools referred to as "clouds";
Sales Cloud
Service Cloud
Collaboration 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,, Opportunities and quotes, Approval and Work process, Files and Libraries, Analytics and Forecasting, Partner Management, AppExchange, Email and calendaring.
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.

Collaboration Cloud - Collaboration 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.

Custom Cloud - Custom Cloud is infrastructure used to for building customized cloud application development for automation, analytics and approval processes.
Types of applications
Partners built ERP on Salesforce
Human oriented size
Structured Data
Like approval process

Internet & Portal type of applications:, Inc. offers a family of products, and has thousands of clients who use its service, but each companyÂ’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
General steps for building
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
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
• 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.

1.Adding Relationships
• Creating Object
Objects logically correspond to database tables in a relational database.
•Objects can be standard or Custom. 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
Object Relationships
There are two main type of relationships in Salesforce
• Master-detail Relationship: It is Parent-Child relationship that controls behavior 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.
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
5. Workflow and Approval Process
Involve automating business process Ex: Trigger an alert
•Help us create business logic based on rules:
•Workflow rules can assign tasks users to update fields or send email alerts
•Approval processes allow users to submit sensitive records like new contracts or purchase orders for approval

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.
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's customer relationship management (CRM) functionality.
• Apex allows developers to access'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

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 Visual Force shot
Visual Force
Visualforce is used to present the data to users. SalesforceÂ’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.
10. Creating Public Web pages using Sites
•Create Catalog Page
• Register a Domain Name
•Create a Site
•Configure and Test the Site
•Bonus Step—Updating the Page with AJAX
How Salesforce is Useful
• 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 does a lot to create a productive, collaborative CRM environment.
• The success of 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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