Salesforce Tutorial

Salesforce is a cloud-based software business that provides its clients with a framework to build their own applications without taking the difficult measures they have taken in the legacy framework. The program or application that has been developed can be uploaded to the cloud to allow end-users to access it. Salesforce is offering various software solutions and platforms for developers to develop and deliver custom software/applications. Tech giants like Google, Twitter, Amazon, and Facebook use Salesforce either in the form of SaaS or PaaS.

Through using Salesforce, developers can create an application on the cloud and share it with multiple organisations across multiple domains. Just find it out How Salesforce Helps in Boosting Your career opportunities and Success.

For more detailed information on the salesforce, advantages, purpose of using it from business perspectives, and services and products offered by the salesforce go through this click on What is Salesforce?

Salesforce Certifications:

Salesforce Certification is a definitive benchmark that perceives the abilities, skill, and genuine ability of the present cloud masters. Are you an Executive who keeps Salesforce running easily, or a Developer who manufactures new applications to modify and expand abilities? Maybe you're an Execution Expert or Marketing Specialist answerable for guaranteeing the correct arrangements are conveyed for most extreme adequacy. Or on the other hand it is safe to say that you are an Architect who plans elite specialized systems? Salesforce accreditations develop your resume and feature your abilities. Demonstrate your hands-on involvement in Salesforce and get a serious edge that prompts new chances. 

This section covers full concepts on the types of certifications, exam patterns, why certifications, how to pass this certification in one go, etc. Just go through the Salesforce Certification in 2020

Salesforce Service Cloud:

Salesforce Service Cloud is a customer relationship management ( CRM) application for superior customer service. Salesforce 's Service Cloud is based on its Sales Cloud product, a popular CRM platform for sales professionals.

Service Cloud allows businesses to optimize service processes, streamline workflows and identify key posts, topics and experts to help customer service providers. The goal is to cultivate one-to-one marketing relationships with customers through multiple platforms and devices.

Service for Apps allows the incorporation of tech support tools into applications. In-app mobile support can include live video chat, screen sharing and on-screen driven support. The platform is also integrated with the Salesforce Group Cloud, which offers further channels of contact for agents and customers. 

As per Salesforce, Service Cloud is the world's top customer service tool. In order to know more details on salesforce service cloud like, why it is used, services and implementation details of the salesforce service cloud just go through the salesforce service cloud in depth here.

Related Article: salesforce service cloud 

Salesforce Marketing Cloud

Business communications have revolutionized today. Artificial Intelligence has made this easier with automation in every business communication. Have you ever wondered how modern businesses communicate with their customers at the right time in the right way? It is through AI-driven marketing automation.

Salesforce Marketing Cloud is one such initiative assisting businesses with efficient and effortless marketing taken up by Salesforce, one of the most trusted CRM (Customer Relationship Management) platforms in the world. They offer various marketing tools that enable you to personalize your marketing strategies. No matter whether you handle a B2B or B2C firm, Salesforce Marketing Cloud has a solution for marketing automation for all types of businesses. The tools allow you to analyze your market with a 360-degree perspective and create a strategy that will give your business higher organic leads. 

Let's have a look at the tools and services that are offered by the Salesforce Marketing Cloud in detail by clicking on the link.

Salesforce CRM:

Customer Relationship Management ( CRM) is "a system for managing all the business relations with customers and potential clients. The plan is simple: to enhance business connections. A CRM framework helps businesses stay connected to customers, optimise efficiency and increase profitability," according to Salesforce. 

At the grassroots level, CRM helps businesses understand consumer expectations and data and promotes deeper customer growth and retention.

Salesforce was the first organisation to successfully introduce cloud-based CRM applications. As a cloud-based service, Salesforce capitalizes on the advantages of data storage and connectivity from anywhere to create a customer base. 

Cloud-based software enables businesses to monitor live data, group conversations and manage insights from anywhere-and to keep up-to-date pace and accuracy.

To know information on salesforce CRM, reasons and characteristics for adopting salesforce CRM, working on salesforce CRM please go through the Salesforce CRM Tutorial here.

Salesforce Architecture:

Salesforce provides highly personalized service to its clients, staff and partners. This framework is used to customise the standard functionality and build custom websites, components, applications, etc. It's also achieved quicker, primarily because of the superb architecture on which it's designed. Below image depicts the briefing of the salesforce's architecture. 

For more information on the Salesforce Architecture click here.

Salesforce Components:

  • In the TAB menu all tabs are arranged in a row.
  • In the All TAB menu one can find all the tabs available in salesforce.com.
  • In the More TAB menu you can find more tabs available in salesforce.com.
  • In the user menu one can easily change the profile settings.
  • In the sidebar menu, you can find sections such as build, monitor, jobs, logs, etc.
  • The application menu allows shuffling between applications.
  • The search menu helps to perform search in Salesforce.
Creating a Salesforce Application:

Salesforce applications are the collective units of tabs that work together to give outstanding performance. Salesforce applications are of two types namely custom app and service cloud console.

Quick steps to create an application in salesforce: They are:

Step1: In order to create an application first you need to go to setup>App Setup>Create>Apps>click on New>select the custom application radio button > provide the name of the app > click on the Next button > select an image from the document object > select the objects > click on the visible checkbox > then click on Save.

Step2: In order to append your application to other apps, or any profile, just follow the step2. If you would like to change the image for the app, click on Insert an Image and upload from Documents, and if you like to append several tabs to your app, you can select the tabs from Available Tabs and click on Add; the selected tabs will be moved to the Selected Tabs section.

Step3: If you want to append your application to any other profile as shown in below image just tick the checkboxes and click the save button.

Creating a Salesforce Application

Now, we are going to learn about how to install the AppExchange applications.

Installing the AppExchange application:

Here, we are going to learn how to install the app exchange applications for hassle-free. Follow the below-mentioned steps to get your app installed.

  • The first thing is you need to login into your salesforce account, click on the app menu and select the AppExchange, this will take you to the appexchange landing page as shown below.

Installing the AppExchange application

  • Next you can search for the app you need and select it and click on the app it knows its details and then click on the Get it now button in green color.
  • So you need to select the environment where the app needs to be installed and click on next by accepting the terms and conditions and then confirm the install button.
  • After that, enter your environment credentials and log in. You would directly be navigated to Package installation details. If you wish to continue to install, click on the Continue button and then click on Next
  • In order to give access you need to select security levels, then click on Next and, finally, click on the Install button. Once your installation is complete, you would be notified by an email.
  • Now, if you desire to verify if the app is installed or not, go to Setup > Build > click on Installed AppExchange

Salesforce Data Modelling

The Salesforce Platform stores information in related tables. The data in these tables contain the data for the layout of the application itself as well as the information provided by the user. For example, right to produce and account settings are already in-built as a relational table. But you can also build your own tables to store information unique to your sector, such as the 'dispatch schedule' for a week if you are a delivery company. Salesforce data modeling is categorized into objects and fields where there establishes a good relationship between them.

Salesforce objects are database tables that allow you to store your organization-specific data. These relational tables are generally pointed to as API objects or Salesforce objects only. There are three kinds of Salesforce items in there. 

Here we are going to learn the Standard objects and data modelling, advantages, pros and cons of data modeling in salesforce. For more details go the link Salesforce Data Modelling

Salesforce Custom Fields:

In order to create custom fields, you need to create custom objects. Custom objects are those created by users. It offers knowledge that is specific and important to their organisation. It's the heart of every kind of programme. It offers a data exchange structure. The following are properties of custom objects. They are custom fields,relationship to another page, page layouts, and a custom UI tab, etc.

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Creation salesforce custom object:

In order to create salesforce custom objects, we need to follow a few steps. They are:

  • Go to setup>Build>create>Objects path then click on new custom object button and then enter the details related to that custom object.You cna enter the record name as a data type in two formats such as text and auto-number. Moreover, you need to checklist a few options while creating the custom objects such as allowing reports, activities, tracking field history, etc.
  • You can do the custom object creation in two modes namely development and deployment modes, select the one you prefer.
  • When you are creating the custom objects for the first time, there are few options to be set such as adding notes, launching a new custom tab wizard, etc.
  • After doing all settings, click on the save button.

If you do not pick 'Open new custom tab wizard' from the development page of the object, the object will be saved even without the presence of the tab. In that case, first of all, you have to make a tab for this object. On the other hand, if you choose this option, the object will be stored including a tab that will be transparent to you.

Now the custom objects are created, next you need to create custom fields for the custom objects.

Just follow the following steps to create custom fields for the custom objects.

  • To create the field in the custom object, go to the Setup menu.
  • Next go to the > Build > Create > Objects.
  • Now, select the object in which you want to create custom fields.
  • Then after go to the Custom Fields & Relationships section and select New.
  • Now you need to create the custom fields for the particular object with reference to the particular data type and then click next.
  • Now fill the details in the opened tab and then click next.
  • Also set visibility for the profile filed.
  • Then after, click save and new button, in order to add new custom fields.

Salesforce Dashboard:

Dashboards offer more perspectives than reports, as they aggregate data from multiple reports to show a description of the results. Looking at several reports at a time allows the ability to merge the findings quickly. Also, dashboard summaries help us decide on action plans faster. The dashboards may include maps, graphs and tabular data.

Now let's explore the steps to create the salesforce dashboard. Salesforce Dashboard

  • As the first step go to the dashboard button in the salesforce homepage, click on the new dashboard and fill the details and click create button.
  • In the step two, add components to the dashboards. Components are graphical objects which present the summarized or tabular data with visual indicators like colors, etc.
  • Now you can see the added components and you can resize the components for better visibility.

For more information on the Salesforce Dashboard go through this link.

Creating Reports in salesforce:

Similar to that of the salesforce dashboard creation, you need to create reports in salesforce by login into you're official account in the salesforce.com. By default the salesforce comes with standard folders, you need to create the new report folder.

Steps for creation of new report folder:

  • After logging in click on the reports tab and then click on the new report button.
  • Then after selecting the report type and clicking on the create button.
  • Then click on the save button where you report will be created with some predefined customization options.

Salesforce Governor Limits:

In order to safeguard the resources from the external sources, force.com set some limitations for the execution of its code. This concept is carried out by the salesforce because of its multi-tenant feature where the organization and its clients are sharing the data. So if the governor limits are not met it will halt the program execution and it is a mandatory factor to ensure your code is reliable, scalable and free from violating the governor limits. Moreover, the setting of such governor limits is referred to as single trigger execution.

For in-depth information on why one needs to set the governor limits, types of governor limits, benefits of using them please go through the Salesforce Govenor Limits tutorial here.

Process Builder in salesforce:

Process builder  is an important tool for the salesforce developers from the salesforce environment. Process Builder Salesforce is essentially an interactive application which helps in monitoring the sequence of tasks or determining the record requirements. 

Process builder comes with three types of processes for automation namely a change in the record, event process, and an invocable process, etc. and these processes constitute the following criteria such as determining when the action group needs to be executed, action groups that state an immediate and scheduled action.

Related Article: How to Create a Process Builder in Salesforce

Batch Apex in salesforce:

In order to process the bulk amounts of data and to delete the unused data, batch apex plays an important role. In this tutorial, we are going to learn about batch apex, why it is used, advantages, batch class, creating apex batch class in salesforce, etc.

Batch Apex in Salesforce is uniquely built for a large number of records, i.e. here the data will be separated into small batches of records, and then analysed. In other words, the Batch class in Salesforce is explicitly designed to process bulk data or records together and has a governor cap greater than the synchronous code.

Advantages of batch Apex in salesforce:

The following are the advantages of the batch apex in salesforce. They are:

  • It helps to stay the code exception within the governor limits.
  • If a batch is not executed properly then batch apex halts the execution of certain batches.
  • Using Batch Apex classes large amounts of data are processed very easily.
  • With the help of user interfaces one can schedule the batches to run over the time periods.
  • Batch apex classes are used to implement asynchronous operations.
  • You can break down the larger records into small records for fast and better execution.

Reasons for using batch apex instead of normal apex in salesforce:

  • There are several reasons for using the batch apex. They are:
  • Batch apex executes more SQL queires than normal apex.
  • Batch apex retrieves more SQL queries than normal apex.
  • The heap size of normal apex is 6 MB and batch apex is 12 MB.
  • In the process of execution of bulk records, normal apex encounters more eros when compared with batch apex.

Batch Class in salesforce:

In order to use batch class, first the batchable interface needs to be implemented with the following 3 methods.

Start method: it is used to start the process for calling the batch data.

Syntax: global void execute(Database.BatchableContext BC, list<sobject<) {}

Execute method: This method executes after the Start method, and it does the actual processing for each batch, separately.

Syntax: global void execute(Database.BatchableContext BC, list<sobject<) {}

Finish Method: This is the last method for performing the operations.

Syntax: global void finish(Database.BatchableContext BC) {}

Creating an apex batch class in salesforce:

The following are the steps to create an apex batch class in salesforce. They are:

  • In the salesforce setup search for the apex batch classes.
  • Next open the apex batch classes and create a new apex batch class.
  • A screen will be displayed in order to write the code.
  • Immediately after writing the code, you need to go to the developer console, click debug and then open the anonymous execute window.
  • A box will open up, you need to enter the following code for processing: batchAccountUpdate b = new batchAccountUpdate(); and database.executeBatch(b) and then click on the execute button.
  • After clicking the execute button output will be displayed showing the status.
Workflow in salesforce:

Workflow is referred to as a business logic engine that automates certain actions based on some specific conditions. If the conditions are met only, the actions are executed otherwise the records are just saved without performing any action.

Now, you are going to learn about the components and configuration of workflow criteria.

Components of workflow:

The workflow rules in salesforce are commonly categorized into two components namely criteria and actions.

Criteria:Criteria are nothing but the conditions to meet inorder to perform a test. For example, you can consider if statements.

Actions: An action performed after meeting certain criteria. For example in if/then statements, then is the action in the workflow.

Basically the actions are classified as immediate and time dependent actions. Immediate actions are those that are executed immediately after a record is created or edited. Time dependent actions are those that are executed after a time interval.

The following are the criteria evaluation steps.

Created:If the criteria is met after the record is created then an action is executed.

Created and edited:when the record is created and updated or edited, then action is executed.

Created and every time it’s edited to subsequently meet the criteria:If the record created does not meet the criteria, then action is not executed. So we need to edit to make it meet the criteria, if the criteria met then action will be executed.

Workflow rules possess a number of actions to be performed. Those actions can be easily triggered with the help of the workflow rules.The actions include:

  • Assigning a task to someone
  • Doing a field update
  • Sending an email
  • Sending an outbound message

Configuring the workflow rule criteria:

Here, we are going to learn the configuration of workflow rule criteria.

First login into you're salesforce account a screen will appear as follows:

  • On the left side of the screen, you will see the process automation, check for the workflow rules and click it.

IMAGES

  • On the new screen displayed, you can click on a new rule for creating new rules as shown in below image.

IMAGE

  • You need to select an object now. You can choose any object from the drop-down menu. For practice, select Lead as the object:

IMAGE

  • You need to configure the workflow rules by filling some details as shown in the below image and then click the save button.

IMAGE

  • Here you need to add a Workflow Action. Select the action from the drop-down option , and then click on Done.

IMAGE

  • You need to create an email alert, fill the details and click the save button.

IMAGE

  • Next click on the done and then activate to activate the workflow rules.
  • Next click on the +button as shown in the below image, select the lead or any object name form the list available.

IMAGE

  • Just click on the new button to create a new recordenter all the required fields and click save button. After that a screen will be shown confirming about the data to be displayed, then email will be sent.
  • Similarly, you can add time triggers for the actions to be performed, also create new email alerts and click the activate button.

Your workflow rules are thus created successfully.

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Triggers in salesforce:

Apex is one of the many programming languages that Salesforce uses to perform actions. Since the Salesforce triggers are built with Apex code, they are also called Apex triggers. An action that needs to be performed before or after data manipulation language (DML) events occurs is called a trigger. The Salesforce triggers are used to trigger Apex code before or after changes to Salesforce records like insertions, updates, or deletions.

In this tutorial we are going to learn about the triggers in salesforce, types of triggers, syntax of triggers, context variables in triggers, context variable considerations and summing up the points.

The Salesforce triggers help in defining custom actions on the Data. They are used to perform operations based on specific conditions. We can define triggers for top-level standard objects like contact, account, custom objects, standard child objects, and custom objects. When we create triggers, they will be active by default. So, when a database event occurs, the Salesforce will fire the active triggers automatically. Triggers will be helpful when we can't perform some tasks with point-and-click tools in the Salesforce user interface.

For more information regarding the Triggers in Salesforce please go the click specified.

Salesforce Lightning 

Salesforce is an advanced CRM framework that is used by organizations for advertising, distribution, support and business teams. Salesforce Lightning is a component-based application development platform for Salesforce. We can create sensitive applications that are appropriate for any platform. We can integrate templates, labeling elements, and configure apps only with a few clicks. It offers an interactive approach to the creation of applications where we can create single-page applications.

In the salesforce lightning tutorial we are going to learn about the following concepts such as: 

  • Introduction to salesforce lightning
  • Features of salesforce lightning
  • Advantages of salesforce lightning
  • Setting up the lightning environment
  • Creating the lightning component
  • Creating the first lightening application
  • Attributes and expressions in lightning components and 
  • Conclusion

For further information on the salesforce lightning please go through the Salesforce Lightning here.

Visualforce in salesforce:

Visualforce pages are web pages belonging to Salesforce. These web applications are produced using a special mark-up tag-based language. It is identical to HTML, however its main usage is to view, view and update your organization's data. The website is viewed using a URL close to that of the conventional web server page.

Each tagging in visual force languages corresponds to a user interface element, such as a page segment, a list view or an object area. Interestingly, it can be easily molded into HTML markup, CSS style, Java libraries, etc.  

For more information on the visual force please go through the Visualforce in Salesforce here.

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Controllers in salesforce:

Controllers are the ones which provide Visualforce pages with business logic. It recognizes data from the user as input values. Controller manipulates the feedback of the user and performs actions on behalf of the user. The tampered user data is forwarded to the browser as a new tab.

Visualforce includes a variety of built-in controllers which could be used to manipulate and view data. It mainly works on the MVC (Model-View-Controller) approach. The controllers communicate with the database and take the data out of the database to access the data via the apex page web page.

We need a record ID to show a particular record or group of records. When integrated with other Visualforce posts, the ID will flow immediately to the controller tab. But on the standalone tab, we have to explicitly define the record ID to see the controller functioning. 

For more information on the controllers, please go through the Controllers in Salesforce here.

Conclusion

This salesforce tutorial has covered all the concepts in detail. It will help all types of users to get proficient in the salesforce key concepts. Moreover it is built to handle customer-focused data and sales information of the company. It also offers features to customize its built-in data structures and GUI to meet the unique needs of a company. More recently, IOT (Internet of Things) has started providing access to the CRM network.

Related  Articles:

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Saritha Reddy
Saritha Reddy
Research Analyst
A technical lead content writer in HKR Trainings with an expertise in delivering content on the market demanding technologies like Networking, Storage & Virtualization,Cyber Security & SIEM Tools, Server Administration, Operating System & Administration, IAM Tools, Cloud Computing, etc. She does a great job in creating wonderful content for the users and always keeps updated with the latest trends in the market. To know more information connect her on Linkedin, Twitter, and Facebook.