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Salesforce Presentation


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Introduction to Salesforce and example for building app using

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Salesforce Presentation

  1. 1. Development InSalesforceIntroductionPresented By:Chetna Purohit
  2. 2.• Salesforce is the worlds first and most popular CRMsystem headquartered in San Francisco. With more than 82,000companies and 100,000+ customers rely on this dynamic, web-based, low-cost CRM platform.• It was founded in March 1999 by former Oracle executive Marc has its services translated into 16different languages andcurrently has 82,400 regular customers and over 2,100,000 subscribers• Salesforce CRM provides a complete solution for that includes feature-richsolutions for marketing, sales, services, partner management andcommunity management.2
  3. 3. 3Salesforce CRMbenefits• Low cost, low riskcloud based solution software service tobuy.• Complete solution includes feature-rich solution formarketing, sales, service, partnermanagement andcommunity management.• Fast result because it drain resources on high value, lowcost and focus on innovation
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  5. 5. Salesforce CRM is pay as-you-go. Differentpricing edition plans are available.Contact Manager $5 /user/MonthGroup $15 /user/MonthProfessional $65 /user/MonthUnlimited $250 /user/Month5
  6. 6. Salesforce is divided into different sets of tools referred to as "clouds”•Sales Cloud•Service Cloud•Collaboration CloudSales Cloud- Sales Cloud helps to sell products and Services, manage connection withcustomer, and close more deals. Sales Cloud include Chatter, Social Contact,Marketing and Leads,, Opportunities and quotes, Approval and Workprocess, Files and Libraries, Analytics and Forecasting, Partner Management,AppExchange, Email and calendaring6
  7. 7. Collabration Cloud - Collabration cloud consist of Salesforce Chatter andRadian6 service cloud which helps to connect with co-workers, customers,and partners to share experience and information across.Service Cloud - Service cloud increase agent productivity, reduces servicecosts, and gain better visibility into Service Organization. It includes CustomerPortal, Live Agent, Contract and entitlement7
  8. 8. Custom Cloud - Custom Cloud is infrastructure used to for building customized cloudapplication development for automation, analytics and approval processes.8
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  11. 11., Inc. offers a family of products, and has thousands ofclients who use its service, but each company’s secure Web site isseparate from the other Web sites and might look different to suit theirunique needs like• Sharing Rules / Org-Wide Default• Approval Processes• Junction Object• Master-Detail / Lookup relationships• Report / Report Types / Dashboards• Data Loader / Import Wizard• Formula Fields• Analytical Snapshot• Workflows• Encrypted Fields / External Ids• Governor Limits11
  12. 12. General steps for building Salesforce.com1. Creating Application Description2. Add Relationships3. Use Formulas and Validations4. Automating Process using Workflow5. Creating Approval Process6. Creating Reports and Dashboards7. Adding Programming Logic to Apex8. Adding tests to your apps9. Building Custom user Interface using Visual Force10. Creating Public Web pages using Sites13
  13. 13. 1.Creating Application• Creating field• Fields can be set as unique, required or as external id. Arequired field is always displayed in the edit page.• A field of type external id is a record id from another system.• Fields of type number, text and email can be set as externalid.• Objects can have upto 500 custom fields.• Each object can have up to three external ids14
  14. 14. • Creating Record• Record types allow you to offer different business processes, picklist values,and page layouts to different users based on their profiles.• Record types can be used in various ways, for example: Create record typesfor opportunities to differentiate your regular sales deals from yourprofessional services engagements and offer different picklist values for each.<CustomObjectxmlns=""><recordTypes><fullName>My First Recordtype</fullName></recordTypes></CustomObject>15
  15. 15. 2. Adding Relationships• Creating Object• Objects logically correspond to database tables in a relational database.• Objects can be Standard orCustom. Standard are objects are predefinedby Salesforce like Accounts, Case, Contact etc• Custom objects store information that is unique and important to yourorganization. Custom objects are created by developers based uponapplication requirements.• Custom objects are reportable and search-able.• Creating RecordThe record type can be text or auto-number. Auto-number can takevalues like A-{0001}, A-{0002} etc16
  16. 16. Object RelationshipsThere are two main type of relationships in Salesforce• Master-detail Relationship: It is Parent-Child relationship thatcontrols behaviour of detail object. They are tightly coupled. Maximum 2Master-Detail relationship can be created in Salesforce for detail object• Lookup Relationship : It is type of relation which link two objects together,but has no effect on deletion or security. They are loosely coupled. Max 25lookup relationship per child can be created.17
  17. 17. 3. Using Formula and Validation18
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  19. 19. salesforce.comproprietary/confidential: customer4.Automating Process using Workflow• Setting of Workflow Rule• Test the Workflow Rules• Creating Approval Process• Create an Email Template• Create an Approval Process• Create a Custom Profile• Create a User• Test the Approval Process20
  20. 20. 5. Workflow and Approval Process•Involve automating business process Ex: Triggeranalert•Help us create business logic based on rules:•Workflow rules can assign tasks users to update fieldsorsend email alerts•Approval processes allow users to submit sensitiverecords like new contracts orpurchase orders forapproval21
  21. 21. 6. Creating Reports and Dashboardsa) Report Types: Tabular – Simple data listing without subtotals Summary – Data listing plus sorting and subtotaling of data Matrix – Summarizes data in a grid against X and Y axis(similar to pivot table) All reports can be customized / personalized for individual reportingneeds Reporting engine limits the view of data to two sometimes threeobject relationships "Smart" totaling means that duplicate data is counted only once inany subtotal or total.22salesforce.comproprietary/confidential: customer
  22. 22. Report of Enterprise CRM Solution23
  23. 23. b) Creating Dashboard Dashboards can only be created by Summary andMatrix reports Security for Dashboards exists at the folder level
  24. 24. Recruiting App Dashboard of Enterprise CRMSolution25
  25. 25. 7. Adding Programming Logic to Apex• Apex is a powerful object-oriented language, with many of the featurestypically found in similar languages such as Java.• Apex class consists features of the general language, such as arrays,iteration, and querying the database.• Apex is a development platform for building software as a service (SaaS)applications on top of Salesforce.coms customer relationshipmanagement (CRM) functionality.• Apex allows developers to access Salesforce.coms back-end databaseand client-server interfaces to create third-party SaaS applications.• Apex includes an application program interface (API) that developers canuse to access user data on
  26. 26. 8. Adding tests to your app27•Create an Apex Trigger Definition• Defining List Variable• Iterate Through the List and Modify• Test the Trigger
  27. 27. Visual Forceshot9. Building Custom user Interface using Visual Force• Enable Visualforce Development Mode• Create a Visualforce Page• Add a Style sheet Static Resource• Add a Controller to the Page28
  28. 28. Visual ForceVisualforce is used to present the data to users. Salesforce’s Visual forceuse MVC Design Pattern that used for managing your web application.MVC pattern contains below three modules:• Model• View• Controller• Model: It describes what schema and data does Salesforce uses torepresent the system completely.. For example if the task is related tobusiness logic or handling Database you will write Bean classes or Javaclasses, these classes comes under MODEL• View: View describe how the schema and data is represented.  All therepresentation type stuff like JSP page, HTML page, CSS, page layoutsstyle sheets• Controller: It describe how the interface actions. Controllers areused to perform the actions whenever users interact with visual force.29
  29. 29. 10. Creating Public Web pages using Sites•Create Catalog Page• Register a Domain Name•Create a Site•Configure and Test the Site•Bonus Step—Updating the Page with AJAX30
  30. 30. How Salesforce is Useful• offers a conclusive concept to deliver an easy touse CRM Software as a service using a dynamic, scale freecloud computing approach.• This satisfies the customer demand and leverages costbenefits for the customers of• Salesforce does a lot to create a productive, collaborativeCRM environment.• The success of is based on an excellentmanagement, a clear company strategy and a businessmodel, which uses cutting edge technology combined with adeveloper community and an easy to use platform, which isdelivered in a very cost effective manner31
  31. 31. Thank you 32