Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. A CRM system that allows businesses to manage business relationship & the data with information associated with them.
Salesforce.com is a Customer Relationship Management (CRM) application develop based on Software as a Service (SaaS). Force.com (PaaS) is a platform that helps developers and business users to build powerful enterprise applications.
A Salesforce App is a group of Tabs that makes it easy for users to access a set of related features in the full Salesforce.com browser app.
Tabs helps us in making the views which help user to see the information at a glance.
A Profile is a collection of permissions and settings that determines user’s functional access (apps, tabs, object-level permissions), how information is displayed to the user.
Standard profiles are included with Salesforce that are not fully customizable whereas the Custom Profile are created by the Administrator and fully customizable.
In salesforce, roles are defined to increase the data visibility a particular user has. Record level sharing can be done by: Organization-Wide Defaults(OWD) Role Hierarchy Sharing Rules.
Sharing Rules in Salesforce makes automatic exceptions to you organization wide default sharing settings for defines set of users.
Roles are one of the ways you can control access to records and Profiles determine what the User can do, view or edit on that record.
There are six (6) Salesforce standard user profiles in Salesforce. Standard Profiles which mostly used are: System Administrator Standard User Read Only Solution Manager Marketing User Contract Manager
Page Layout is used to organize UI pages for the users based on their user profile. Record types allow you to associate different business processes to define different sets of picklist values based on their user profile.
Organization-Wide Defaults, or OWDs, are the baseline security you for your Salesforce instance. Organizational Wide Defaults are used to restrict access.
Similar to an org chart, a role hierarchy represents a level of data access that a user or group of users needs.
Salesforce provides the following types of relationships that can be established among objects: Master-detail relationship. Lookup relationship. Self-relationship. External lookup relationship. Indirect lookup relationship. Many-to-many relationship (junction object) Hierarchical relationship.
Field Level Security in Salesforce gives permissions at object level to restrict user’s access to view and edit some fields on object. Field Level Security is controlled by Profiles and Permission Set.
Data Import Wizard. Data Loader
Using “Data Import Wizard”, We can Load upto 50,000 record at a time. It supports .csv file. It supports for Accounts & Contacts, Leads, Solutions and Campaign Members Standard Object and Custom Object.
Data Loader is a tool or Application used for salesforce to import and export bulk data.
Export button is used to export all records of a particular object in the system to a .csv file(excluding records present in Recycle Bin). Where as in the case of Export All button, all records(including records present in Recycle Bin) for that particular object are exported to a .csv file.
Formula Field is a read only field that derives its values for the formulla Expression you define. We cannot Edit Formula Field. When the source field gets changed the Formula field changes automatically.
Cross-Object Formula field displays one object record in other related object by referencing merge fields on those objects. Cross-object formulas also work with Lookup relationships.
A Reports is a set of records displayed in the form of rows and columns. Reports data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.
Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.
It is the simplest and fastest report formats. It displays the rows as records and fields are listed as columns just like a spreadsheet. It supports sorting of records.
This report allows the user to group rows of data, summarize the field value which also supports sorting and display subtotals.
In this report, records are summarized in a grid format. It allows the records to be grouped by both columns and rows.
In this type of report, User can create multiple report blocks that provide different different views of your data. In this format of report, we organize the data in the form of block. You can add upto 5 blocks in a single report. Each block is defined as a Sub-report(Report Type). It can have its own field, columns, sorting and filtering.
Conditional Highlighting is a powerful way to show values in report within given limits. Using Conditional Highlighting, We can specify colours for different ranges of values in reports.
Bucketing lets you quickly categorize report records, without having to create a formula or a custom field.
It supports the field type of Picklist, Number, Text.
Salesforce Dashboard is the visual representation of snapshots that are generated from Salesforce reports data. Using Salesforce Dashboard components, you can convert business requirements in Graphical representation using Sales force reports. Like reports, Dashboard are also stored in Folders.
Scatter Chart, Line Chart, Funnel Chart, Vertical Bar Chart, Donut Chart, Horizontal Bar Chart, Pie Chart, Gauge, Metric, Table, Visual force Pages.
Validation rule helps the user to improve the data quality by preventing the users from entering the incorrect data. In simple words, we can say that validation rule validates the user data.
User is an individual who have credentials to log into Salesforce and use the application.
Workflow rules are the automated process used in business process to send Email Alerts, Assign a Task, Update a field on rule criteria or action based criteria requirements. Types of Workflow: Task – Assign a Task Email Alert: Send an Email. Field update: Update a Field. Outbound Message: Send an Outbound Message to External System.
Approval Process are used in the business process to Approve or Reject the record. It involves Approval or Rejection of records, where one person creates the record and submits that record for Approval.
Assignment Rules automatically assign incoming Leads & Cases to specific agents so that the right people work on the right leads and cases.
Queues allow the group of users to manage a shared workload more efficiently It prioritize your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.
Auto Response Rules Automatically send personalized email templates for new cases and new leads from your website.
Escalation Rules , Automatically escalate cases to the right people when the cases aren’t solved by a certain time.
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information.
Visualforce is the component based UI framework that hosted on the Force.com (PaaS) platform that allows to build sophisticated custom user interface framework includes a tag based markup language similar to HTML.
The workflow that are scheduled to happen at a later time.
Apex is a object-oriented programming language that enables the developers to add the business logic.
Apex class is a collection of variables and methods
Triggers are a programmatic event handler that gets executed when a DML operation occurs on an sObject record.
Static Resources is a place where you can upload the supporting files and can be reference in a Visualforce Page.
Custom Components are the user defined components that can be reused several times in one or more visualforce pages.
When a Custom Object is created in Salesforce and a VF is created to display the details of the record of the custom object using controller. In this scenario, We observer three parts “Object Creation”, “Visualforce Page”, “Controller”. Object Creation is a Part of “Model”. Visualforce Page is a Part of “View” Controller is a Part of “Controller”
Test class is basically used to test the business functionality by using some dummy data in the code. It will show you the no. of lines covered.