Salesforce Administrator

1. GLOBAL INSTITUTE OF TECHNOLOGY
Department of Computer Science and Engineering
A
PRACTICAL TRAINING / SEMINAR PRESENTATION
on
Salesforce Administration
Submitted to:
Mr. Pradeep Jha
Head of Dept.
Presented By:
Shrayash Poddar
Roll. No.: 19EGJCS816
Semester: 7th
Session: 2022-23

2. Introduction To Salesforce
Learn Salesforce Basics

4. • Salesforce is the worlds' first and most popular CRM system headquartered
in San Francisco.
• It was founded in March 1999 by former Oracle executive Marc Benioff and
Parker Harris.
• Low cost, Low risk Cloud based solution software service to buy.
• Multitenant Architecture.
Introduction

5. Multitenant Architecture

6. What is CRM
CRM is Model used to manage an Organisation’s interactions
- Phone Call
- Meetings
- Email
- Social media
With customers and prospects pertaining to
- Sales
- Marketing
- Support

8. Salesforce Applications
Salesforce
CRM Custom Apps App Exchange
Sales Cloud Service Cloud

9. Salesforce Editions
• Contact Manager Edition
• Group Edition
• Developer Edition
• Personal Edition
• Professional Edition
• Enterprise Edition
• Unlimited Edition
• Performance Edition
• Database.com Edition

11. Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and other related
objects
Task and Event Objects—includes tasks and events and their related objects
Support Objects—includes cases and solutions and their related objects
Document, Note, and Attachment Objects—includes documents, notes, and attachments and their
related objects
User and Profile Objects—includes users, profiles, and roles
Record Type Objects—includes record types and business processes and their related objects
Product and Schedule Objects—includes opportunities, products, and schedules
Sharing and Team Selling Objects—includes account teams, sales teams, and sharing objects
Territory Management—includes territories and related objects
Process Objects—includes approval processes and related objects
Content Objects—includes content and workspaces and their related objects.
Salesforce Chatter Objects—includes objects related to feeds.
Salesforce Data Model (Objects)

13. Must have
https://developer.salesforce.com

14. Personal Information

15. Personal Information

16. Objects Tab

17. List Views / Enhanced List Views

18. Detail Page

19. Setup Screen

22. LookUp RelationShips Master-Detail Relationships
Loosely coupled Tightly coupled
Child field value may be optional Child field value is always required
No cascade delete Cascade delete
Independent ownership & sharing Inherited ownership & sharing
Maximum 25 lookup relationships per child Maximum 2 master relationships per detail object.
Can be multiple levels deep If master is a standard object: 2 additional subdetails
If master is a custom object: 3 additional subdetails
Relationships

23.  A self Relationship is a lookup relationship to the same object.
 For Example:-
 User Object has a special type of lookup relationship: the hierarchy relationship.
For example a hierarchy relationship allows developers to create a Manager
field on the User object to relate another User.
 We can achieve this type of relationships , by creating a junction object
to connect 2 objects.
 A junction object is a Custom object with 2 master-child relationships.
Self Relationships
Many to Many Relationships

25. Instance Types
• Dev Environment (CS)
• Sandbox Environment
• Production Environment

26. Thank You!