Salesforce complete overview
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Transcript of Salesforce complete overview
Salesforce
2 April 20, 2015
ContentsCloud Computing Technology ConceptWhat is Salesforce.com?Salesforce on-Demand ConceptSalesforce Real Time CloudSalesforce.com CRM EditionsCreate login in Salesforce Developer EditionSalesforce CRM Application OverviewPersonal, App & Admin Setup ControlsConfiguration & Customization ControlsAnalytics – Reports & DashboardsForce.com Platform Fundamentals Salesforce Editions Comparison Salesforce Advantages vs. LimitationsRevision of Customizations and DevelopmentFAQs and Project description
3 April 20, 2015
Cloud Computing Technology Concept
What is Cloud Computing?
Cloud computing is the use of computing resources (hardware and software) that are delivered as a service over a network (typically the Internet).
Cloud computing provides the facility to access shared resources and common infrastructure, offering services on demand over the network to perform operations that meet changing business needs.
It also provides facilities for users to develop, deploy and manage their applications ‘on the cloud’, which entails virtualization of resources that maintains and manages itself.
4 April 20, 2015
Our Mission: Resource, Infrastructure & App Sharing
1960’sMainframe
1980’sClient/server
TodayEnterprise Cloud
Computing
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Applications Moving to the Cloud
TodayCloud Computing
Applications
1960’sMainframe
1980’sClient/server
6 April 20, 2015
Platforms Moving to the Cloud
1960’sMainframe
1980’sClient/server
TodayCloud Computing
Platforms
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The Cloud Computing Model: Right for These Times
Multi-Tenant:
Pay As You Go:
Elastic:
No Capital Expenditure
Predictable Operating Costs
Scales With You
8 April 20, 2015
What is Salesforce.com?
It’s an online web-based Customer Relationship Management (CRM) service from Salesforce.com company. As with all CRM software, it captures and organizes communications and information from current or prospective customers from many departments across a company.
Salesforce.com CRM is based on multitenant architecture. It means multiple customers sharing common technology and all running on the latest release, much like Amazon.com or Google.
With multitenancy, you don’t have to worry about application or infrastructure upgrades—they happen automatically. In fact, multitenancy lets companies focus on managing CRM, not managing technology.
9 April 20, 2015
Salesforce on-Demand Concept
Cloud ComputingClient / Server& App Server Platforms
Mainframe Platforms
Notes
21st
Century PlatformsLate 20th
Century PlatformsMid 20th
Century Platforms
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The Real-Time Cloud
The world’s most complete cloud applications (software-as-a-service)
The fastest way to build apps on a cloud platform (platform-as-a-service)
Real-time cloud infrastructure (infrastructure-as-a-service)
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Force.com is Cloud Computing for the Enterprise
YOU get to focus on innovation
We doInfrastructure
Services
We doApplication
Services
We doOperations
Services
Build your data model
Build your business logic
Build your user interface
Network
Storage
Operating System
Database
App Server
Web Server
Data Center
Security
Sharing
Integration
Customization
Web Services
API
Multi-Language
Authentication
Availability
Monitoring
Patch Mgmt
Upgrades
Backup
NOC
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A Complete Platform to Develop in the Cloud
Database as a Service
Create any data model and let Force.com take
care of the infrastructure
Database as a Service
Create any data model and let Force.com take
care of the infrastructure
User Interface as a Service
Build any user experience for any UI
User Interface as a Service
Build any user experience for any UI
Development as a Service
Tools to support the entire development
lifecycle
Development as a Service
Tools to support the entire development
lifecycle
Logic as a Service
Create powerful business logic and
workflow
Logic as a Service
Create powerful business logic and
workflow
13 April 20, 2015
Why is Force.com So Much Faster?Pre-built, tested, integrated components drive developer productivity
Multi-DeviceEnd User
AdministrationAccess Control
& Audits
Database Web Services API
Reporting & Analytics
Workflow Engine
Forms & Page Layout Editor
A B D
C
Clicks Code
Java / .NET
80% 20%
20% 80%
14 April 20, 2015
Salesforce.com CRM Editions
We can download the detailed comparison chart from salesforce.com website--http://www.salesforce.com/assets/pdf/datasheets/DS_RightSFDC.pdf-http://login.salesforce.com/help/doc/en/limits.htm
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Create Login in Salesforce Developer Edition (Free)
Fill up the registration from then click on Submit button
You will receive a link to set your password on your given email address. Check your email and set password.
Navigate to http://developer.force.com/
Click on the “free Developer Edition” link on the left hand side of the screen.
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Login in Salesforce Developer Edition
Navigate to – https://login.salesforce.com/
Enter username and password then click on Login button
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Salesforce CRM Application Overview
What are Salesforce Standard Business Objects?
18 April 20, 2015
Salesforce CRM Application Overview
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Personal, App & Admin Setup Controls
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Personal, App & Admin Setup Controls (cont’d)
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Personal, App & Admin Setup Controls (cont’d)
22 April 20, 2015
Configuration & Customization Controls
Salesforce Standard and Custom Objects
Standard & Custom Fields
Data Types in Salesforce
Relationships (Lookup & Master-Detail)
Page Layouts & Record Types
Validation Rules
Workflow Rules
Approval Process
Profiles
License
Sharing Settings and Roles
Tabs & Apps
Packages
23 April 20, 2015
Configuration & Customization Controls (cont’d)
Salesforce Standard Objects – In concept, a standard or custom object is like a table in database. They represent a structure to store specific type of information.In general, Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects.
24 April 20, 2015
Configuration & Customization Controls (cont’d)
Salesforce Custom Objects – Custom objects are custom database tables that allow you to store information unique to your organization. For example, your organization may want to create a custom object called Employee to store data for your company’s employee.
After you define a custom object, you can:Create custom fields.Build page layoutsCreate a custom tabCreate reports and dashboards to analyze custom object data
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Configuration & Customization Controls (cont’d)
Standard & Custom Fields
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Configuration & Customization Controls (cont’d)
Data Types
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Configuration & Customization Controls (cont’d)
Relationships (Lookup and Master-Detail)
Lookup Relationship (Loosely coupled)This type of relationship links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields. If we delete any object then other object is not deleted.
Master-Details Relationship (Tightly coupled)This type of relationship closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. When a master record is deleted, the related detail and subdetail records are also deleted. The security settings for the master record control the detail and subdetail records. You can use master-detail relationships to model many-to many relationships between any two objects.
Hierarchical RelationshipThis type of relationship is a special lookup relationship available only for the user object. It allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.
28 April 20, 2015
Configuration & Customization Controls (cont’d)
Page Layouts and Record Types
Page LayoutsControl which fields, related lists, and custom links users see, on detail and edit pages only. Control which standard and custom buttons display on detail pages and related lists. Determine whether fields are visible, read only, or required, on detail and edit pages only.
Record TypesRecord types allow you to offer different business processes, picklist values, and page layouts to different users based on their profiles.
29 April 20, 2015
Configuration & Customization Controls (cont’d)
Validation Rules
Validation rules help improve data quality by preventing users from saving incorrect data. You can define one or more validation rules that consist of an error condition and corresponding error message. Validation rules are executed at record save time. If an error condition is met, the save is aborted and an error message displayed.
.
30 April 20, 2015
Configuration & Customization Controls (cont’d)
Workflow Rules Automate your organization’s standard processes by configuring workflow rules. Workflow automates the following types of actions based on your organization's
processes:- Tasks—Assign a new task to a user, role, or record owner.- Email Alerts—Send an email to one or more recipients you specify.- Field Updates—Update the value of a field on a record.- Outbound Messages—Send a secure, configurable API message (in XML format) to a
designated listener
Real-Time Workflow
Time-Based Triggers
Approvals
Formula-based
Outbound Messaging
Automated Business Rules through Point-and-Click Workflow
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Configuration & Customization Controls (cont’d)
Approval Process
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step.
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
Request Approval Approve
Send to Accounting
Yes
Send Back
No Action For 2 Days
Escalate
No
Approve
32 April 20, 2015
Configuration & Customization Controls (cont’d)
Profiles A profile contains user permissions and access settings that control what users can
do within their organization. Standard profileso System Administratoro Standard Platform Usero Standard Usero Customer Portal Usero Solution Managero Marketing Usero Contract Managero Read Onlyo Chatter Only Usero Site.com Only User Custom Profiles - Custom profiles are just a clone of standard profiles with some customized settings
and permissions. For more details - http://ap1.salesforce.com/help/doc/en/standard_profiles.htm
33 April 20, 2015
Configuration & Customization Controls (cont’d)
License
A user license entitles a user to different functionality within Salesforce and determines which profiles and permission sets are available to the user.Salesforce License TypesoSalesforceoSalesforce PlatformoForce.com - One AppoChatter FreeoChatter Only
34 April 20, 2015
Configuration & Customization Controls (cont’d)
Sharing Settings & Roles
Field, Object and Record-Level Control
Sharing Across CRM and Custom Apps
Point and Click Permissions
Custom Sharing Rules Across Roles, Profiles, and Channels
Integrated with API, Reporting & Search
Integrated With Single Sign-on
Flexible Data Sharing with Point-and-Click Rules
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Configuration & Customization Controls (cont’d)
Sharing SettingsIn Salesforce, you can control access to data at many different levels. For example, you can control the access your users have to objects with object permissions. Within objects, you can control the access users have to fields using field-level security. To control access to data at the record level, we use sharing settingsYour organization-wide default sharing settings give you a baseline level of access for each object and enable you to extend that level of access using hierarchies or sharing rules.For more details visit -http://ap1.salesforce.com/help/doc/en/users_understanding_license_types.htm
http://ap1.salesforce.com/help/doc/en/sharing_model_fields.htm
Roles
Depending on your sharing settings, roles can control the level of visibility that users have into your organization’s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization’s sharing model for an object specifies.
All users that require visibility to the entire organization should belong to the highest level in the hierarchy.
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Configuration & Customization Controls (cont’d)
Custom Tabs, Custom Apps and Packages
Custom TabsA custom tab is a UI component you create to display custom object data or other web content embedded in the application.
Custom AppsAn app is a group of tabs that works as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top- right corner of every page
PackagesA package contains components such as apps, objects, reports, or email templates. These packages can be uploaded to share with others privately or posted on Force.com AppExchange to share publicly. There are two types are packages managed and unmanaged
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Analytics – Reports & Dashboards
Real-Time Updates
Real-Time Updates
Real-Time Analytics
Real-Time Visibility with Easy to Create Reports
Customizable by Business Users
Real-Time Reporting
Integrated Analytics Across All Apps
Security Controls
Mobile Access
Email Dashboard Delivery
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Analytics – Reports & Dashboards (cont’d)
ReportsA report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access.
• Tabular report• Summary report• Matrix report.
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Analytics – Reports & Dashboards (cont’d)
The Interactive Report Builder Interface
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Analytics – Reports & Dashboards (Cont’d)
Dashboards
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
Table Good for showing top five, bottom five lists.
Gauge Used to show progress towards a goal
Metric Shows a single number
VisualForce page used to pull data from other sources
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Analytics – Reports & Dashboards (cont’d)
Dashboards Types
42 April 20, 2015
Force.com Fundamentals
Model View Controller Pattern
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Force.com Fundamentals (cont’d)
MVC Breakdown
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Force.com Fundamentals (cont’d)
Sample of Visualforce Page
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Force.com Fundamentals
Visualforce System Architecture - Development Mode
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Force.com Fundamentals (cont’d)
Visualforce System Architecture - Standard User Mode
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Force.com Fundamentals (cont’d)
Sample of Apex Code
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Force.com Fundamentals (cont’d)
Apex is compiled, stored, and run entirely on the Force.com platform.
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Salesforce Editions Comparison Chart
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Salesforce Advantages vs. Limitations
Advantages Lower Cost, Faster, Higher Quality High scalability, Any-Time Service Low down time
Limitations Data Protection Not best fit for small size companies Governor limits
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Thank You Any Question ?