How to Make an App in Salesforce?
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The document introduces Salesforce as a customer relationship management (CRM) solution that integrates various departments for a unified view of customers. It discusses basic concepts including Salesforce apps, which can be classified as classic or lightning, and objects, which are categorized into standard and custom objects. The document also emphasizes the importance of app pages for user accessibility in Salesforce.
How to Make an App in Salesforce?
- 1. Copyright Intellipaat. All rights reserved.
- 2. Copyright Intellipaat. All rights reserved. 01 Introduction to Salesforce 04 02 Basic Concepts: Salesforce 03 Further Learning Demo: Salesforce APP
- 3. Copyright Intellipaat. All rights reserved. Introduction to Salesforce
- 4. Copyright Intellipaat. All rights reserved. What is CRM? Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and potential customer, employee management, manage customer’s data, and customer service. Customers Data Customers Relationship Employee Management Customer Service
- 5. Copyright IntelliPaat, All rights reserved Introduction to Salesforce Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments including marketing, sales, commerce, and service a single, shared view of every customer.
- 6. Copyright Intellipaat. All rights reserved. Basic Concepts : Salesforce
- 7. Copyright Intellipaat. All rights reserved. What is a Salesforce App? An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors: Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience.
- 8. Copyright Intellipaat. All rights reserved. Objects & Fields Think about a collection excel sheets as a database. In Salesforce, database tables are thought of as objects, we think about columns as fields, and rows as records. So instead of an account spreadsheet or table, we have an Account object with fields and a bunch of identically structured records. Highlited in blue is records Highlited in pink is field Entire sheet can be thought of as one object
- 9. Copyright Intellipaat. All rights reserved. Types of Objects Salesforce supports various different types of objects. There are standard objects, custom objects, external objects, platform events, and BigObjects but for our purpose we will be focusing on two types of bject. Standard Custom Types of object
- 10. Copyright Intellipaat. All rights reserved. Standard Objects Standard objects are objects that are pre-made and available with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Standard object Custom object Example of standard objects
- 11. Copyright Intellipaat. All rights reserved. Custom Objects Custom objects are objects that you create to store information that’s specific to your requirements , it can be based on the company or industry requirement. Standard object Custom object
- 12. Copyright Intellipaat. All rights reserved. App Pages You can use an app page to create a home page for a third-party app that you can add directly into the Salesforce mobile app and Lightning Experience navigation menus. Your users then have an app home page where they can quickly access the most important objects and items.
- 13. Copyright Intellipaat. All rights reserved. DEMO
- 14. Copyright IntelliPaat, All rights reserved Further Learning
- 15. Copyright Intellipaat. All rights reserved. India: +91-7847955955 US: 1-800-216-8930 (TOLL FREE) [email protected] 24/7 Chat with Our Course Advisor [email protected]