Standup an ORG in 1 hour flat !!
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Transcript of Standup an ORG in 1 hour flat !!
Standup an ORG in 1 hour flat !!
Dallas Salesforce Developer User Group
Presented by:Lori F. GordonOctober 23, 2013
Agenda
Basics of a Salesforce Org Salesforce Standard Objects
What “comes” with them? Lets see and build our App.
Salesforce Custom Objects What can you do with them? Lets build a couple
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Terminology
OrgYour Salesforce environment. Can be Production, Sandbox, Dev and others (Nonprofits are different).
LeadsSuspect / Prospect information which needs to be qualified.
AccountAn organization, individual, or institution that you wish to “track” in a business relationship
ContactAny individual or influencer associated with an account or opportunity
Opportunity A potential revenue-generating event (deal)
Campaign A Marketing Initiative that you wish to track. 3
Lead and its Conversion
CompanyInfo
ContactInfo Convert
Lead
Opportunity
Contact
Account
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Salesforce.com Entity Relationships
Account
OpportunityContact
1188
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• A Contact is directly associated to One Account• A Contact can be associated to Many Opportunities
• An Opportunity is directly associated to One Account• An Opportunity can be associated to Many Contacts
• An Account is associated to Many Contacts• An Account can be associated to Many Opportunities
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Salesforce.com Entity Relationships
An Opportunity can be associated to Many Contacts
An Account is associated to Many
Opportunities
A Contact can be associated to Many
Opportunities
An Account is associated to
Many Contacts
An Opportunity is directly associated to
One Account
A Contact is directly associated
to One Account
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Lets get Started
“Get” an Org
An organization can get a Salesforce “org” by:
Signing up for a 30 day trial and getting started
Contacting Salesforce for a Sales rep and purchase the necessary Salesforce package(s)
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“Get” an Org
Anyone can get a free Developer Org by signing up for one at: developer.force.com
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First things First 10
Make it your own – Company info (Setup/Administration Setup/Company Profile/ Company Information) - (Lori note: demo Personal/TCEC)
Company Address, phone, time zone, default notifications for new users
First things First (Cont’d) 11
Make it your own – Company logo (20K size limit) and Company “App”
Upload a logo into a folder in your Documents tab
Check: Externally Available Image
Create a Custom App (Standard ones don’t allow logo changes)
Setup/Create/Apps/New
Give it a name (My Favorite Stuff)
Insert a logo Image (from your Documents folder)
Select the Tabs (objects) you want to include
Select the profiles you want to have access
Save
Reorder and put yours on top
First things First (Cont’d) 12
Make it your own – Change your page layout
Setup/Customize/Accounts/Fields
New Custom field
Text
Access and Page Layout wizard.
Make it your own – Add your custom fields
Setup/Customize/Accounts/Page Layouts
Add, remove, re-organize fields and sections on the page
Why Use Standard vs. Custom?
Many built-in, object-specific features: Built-in ‘Best Practices” Web-to-Lead, Email-to-Case, Web-to-Case Auto-response rules Assignment rules - who gets this Lead/Case based on key fields Lead/Sales/Support/Solution/Approval Processes Activities (Events, Tasks) Lead Conversion process Opportunity Stages/Probabilities/Forecasting Standard Reports & Dashboards Thousands of AppExchange add-ons Automatic mobile access
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Lead Management
Lead Standard Fields
Lead Owner Prefix First Name Last Name Title Lead Source Address (Mailing Address) Phone Mobile Fax Email
Website Lead Status Rating Email Opt Out (check) Do Not Call (check) Description Campaigns* Company (Account Name) No. of Employees Industry Annual Revenue
Bold = Required Underline = Picklist
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Why Use Custom?
To extend standard functionality Add objects that may or may not be associated with
standard ones Use Visual Force and other tools to change the
User Interface to anything you want Write logic and buttons do to additional processing Integrate with other systems The sky is the limit…..
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Lets Create some Custom objects17
Field Type Categories for Type
Reader Text (Pulled from Contacts)
Booth ID Picklist
DoubleWideRedOrangeMangoYellowLimeBlueberryPlumNew Booth 1New Booth 2New Booth 3Recording at Home
Date Date mm/dd/yyyy
Start Time Time
End Time Time
Segment ID Text(Pulled from Segment)
Comments Text area
Segment Complete Checkbox Yes/No
In the RRR Sandbox Org (configured for Nonprofit), create a “Session Object” as follows: - (Lori note: demo Personal/RRR)
Lets Create some Custom objects (Cont’d)18
In the RRR Sandbox Org create a “Contact/Project junction object.”
A Junction object is needed to create a many to many relationship between two objects.
Contacts can work on many Projects
Projects can have several Contacts working on one.
(Navaid will walk us through the details here)
Questions ?