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Salesforce Detailed Notes Unit1

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22 views14 pages

Salesforce Detailed Notes Unit1

Uploaded by

sarth102003
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Detailed Notes: Salesforce Administration and Configuration

1. Introduction to Salesforce
Salesforce is a leading cloud-based platform that provides Customer Relationship Management

(CRM) solutions.

It helps businesses manage customer data, track interactions, and streamline sales, marketing,

and service processes.


2. Salesforce Products
Salesforce offers a range of products, including:

- Sales Cloud: Manages sales activities and customer data.

- Service Cloud: Handles customer support and service processes.

- Marketing Cloud: Automates and optimizes marketing campaigns.

- Commerce Cloud: Facilitates e-commerce solutions.

- Analytics Cloud: Offers business intelligence and insights.


3. How to Create Salesforce Developer Edition Account
- Visit the Salesforce Developer website.

- Sign up using your email and fill out the required details.

- Verify your email to activate the account.

- Log in to access the Developer Edition, which is free for personal use.
4. Walkthrough Salesforce.com Platform
Salesforce.com provides a user-friendly interface with tools like dashboards, reports, and app

builders.

It is divided into modules like Leads, Opportunities, Accounts, and Cases to manage various

business functions.
5. Configuration and Customization
Configuration involves setting up Salesforce using its built-in features, such as creating fields and

objects.

Customization involves using code (Apex, Visualforce) to build tailored solutions for specific

business needs.
6. Apps in Salesforce (Standard Apps, Custom Apps)
- Standard Apps: Pre-built apps like Sales and Service Cloud.

- Custom Apps: Created to address unique business requirements using tools like App Builder.
7. Steps to Create a Salesforce App
- Go to Setup -> Apps -> App Manager.

- Click on 'New Lightning App' and follow the steps to define app details, navigation, and utility

items.

- Assign profiles and visibility settings to users.


8. Salesforce Tabs
Tabs provide access to objects like Accounts, Contacts, Leads, and custom objects.

They can be customized to show standard or custom objects in the app.


9. Types of Tab Visibility
- Default On: Tabs are visible by default.

- Default Off: Tabs are hidden but accessible.

- Tab Hidden: Tabs are not accessible to users.


10. Users & User Licenses
- Users are individuals with access to the Salesforce platform.

- Licenses determine the features and functionality available to each user.

Common licenses include Salesforce, Platform, and Community licenses.


11. Salesforce Objects
Objects are tables in Salesforce that store data.

- Standard Objects: Predefined objects like Accounts, Contacts, and Opportunities.

- Custom Objects: Created to store specific business information.


12. Fields and Field Dependency
- Fields store data within objects (e.g., text, number, date).

- Field Dependencies allow controlling field behavior based on values in other fields (e.g., picklist

dependencies).
13. Profiles & Roles
- Profiles control what users can do within Salesforce, like permissions for objects and fields.

- Roles define a user's access to data in the organization hierarchy.

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