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 Salesforce is a cloud based CRM and is one of the
most used and popular one. The company is
headquartered in San Francisco and the
Salesforce CRM is low cost and web based
platform.
 Salesforce provide a feature rich platform for
various organizational operations like to manage
sales, services, marketing, customer, partner
management, community management and other.
 The company was founded in 1999 by the former
Oracle executive Marc Benioff and is currently
available in 16 different languages.
 A low cost, easy to implement, cloud and web
based CRM platform, which can be
implemented by any size organization
 It offers the applications and facilities to
manage a number of organizational
operations like services, sales, marketing,
community management and partner
management.
 It can provide high ROI as it is innovative, has
a number of latest features, required by
various organizational departments even
being within the budget
Following terms are frequently used in Salesforce, so one
must be aware of that:
 Lead: A prospective person or client, interested in your service
 Opportunity: Any deal which looks attractive and beneficial
 Contact: An organizational employee, who works for an
account
 Account: Account can be any of your customer, partner,
vendor or prospect
 Tasks and Events: An activity associated with any account or
contact
 Reports: Real time summaries which can help in decision
making
Salesforce services are offered through
clouds and for this it offers following
clouds:
Sales Cloud
Service Cloud
Marketing Cloud
 The records can be created for every customer,
partner or employee or business process. It can be
used for various purposes. Records, created for
various opportunities to differentiate sales, deals,
professional service engagements and various pick list
values. Following syntax is used to create the
customized object or record:
 <Custom Object
xmlns=”http://soap.sforce.com/2006/04/metadata”>
 <recordTypes>
 <fullName>Name of the Record</fullName>
 </recordTypes>
 </CustomObject>
After object creation, you can relate them as well.
The objects are basically a table record of
relational database and they can be either Custo
mor Standard.
 Standard object are the Salesforce predefined
objects like Case, Accounts or Contact.
 Custom objects are those objects, which are
created especially for the organizations by the
Salesforce Developers and are created as per the
requirements
 Custom objects are searchable and recordable
 The object relationship between objects can be of
following two types:
 Lookup Relationship: This type of relationship
between two objects can link those objects without
affecting its security and deletion. This relationship is
called loosely coupled and total 25 such relationships
can be created for every child.
 Master-detail Relationship: This is like tree
relationship or we call this Parent-Child relationship
and can be used to control object behaviour. They are
called tightly coupled and there can be maximum two
such relationships.
Visualforce is basically used to present data to users an
it uses MVC design patterns to manage the web
application. These three modules are defined as:
 Model: Business logic or Database handling tasks
comes under MODEL and for this Java Bean Classes
are used. It describes data and schema used by
Salesforce.
 View: View describes the use of Data and Schema. To
represent or for the Views various pages, used are
HTML pages, JSP page, CSS, page layouts, style
sheets.
 Controller: It controls the user’s action and interaction
with the visual force component.
Salesforce use scale free, cloud computing,
dynamic approach and provides following
benefits to the user:
 Through Salesforce one can create collaborative,
productive, CRM environment.
 It can provide cost beneficial service to satisfy
organizational customer’s demand.
 It provides a properly organized and managed
platform to manage business processes.
http://www.janbask.com/
 2011 Crystal Drive, Suite - 400 Arlington,
VA - 22202
 +1 571-777-9070
 info@janbask.com
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Dynamic approach of salesforce development in business

  • 1.
  • 2.  Salesforce is a cloud based CRM and is one of the most used and popular one. The company is headquartered in San Francisco and the Salesforce CRM is low cost and web based platform.  Salesforce provide a feature rich platform for various organizational operations like to manage sales, services, marketing, customer, partner management, community management and other.  The company was founded in 1999 by the former Oracle executive Marc Benioff and is currently available in 16 different languages.
  • 3.  A low cost, easy to implement, cloud and web based CRM platform, which can be implemented by any size organization  It offers the applications and facilities to manage a number of organizational operations like services, sales, marketing, community management and partner management.  It can provide high ROI as it is innovative, has a number of latest features, required by various organizational departments even being within the budget
  • 4. Following terms are frequently used in Salesforce, so one must be aware of that:  Lead: A prospective person or client, interested in your service  Opportunity: Any deal which looks attractive and beneficial  Contact: An organizational employee, who works for an account  Account: Account can be any of your customer, partner, vendor or prospect  Tasks and Events: An activity associated with any account or contact  Reports: Real time summaries which can help in decision making
  • 5. Salesforce services are offered through clouds and for this it offers following clouds: Sales Cloud Service Cloud Marketing Cloud
  • 6.  The records can be created for every customer, partner or employee or business process. It can be used for various purposes. Records, created for various opportunities to differentiate sales, deals, professional service engagements and various pick list values. Following syntax is used to create the customized object or record:  <Custom Object xmlns=”http://soap.sforce.com/2006/04/metadata”>  <recordTypes>  <fullName>Name of the Record</fullName>  </recordTypes>  </CustomObject>
  • 7. After object creation, you can relate them as well. The objects are basically a table record of relational database and they can be either Custo mor Standard.  Standard object are the Salesforce predefined objects like Case, Accounts or Contact.  Custom objects are those objects, which are created especially for the organizations by the Salesforce Developers and are created as per the requirements  Custom objects are searchable and recordable
  • 8.  The object relationship between objects can be of following two types:  Lookup Relationship: This type of relationship between two objects can link those objects without affecting its security and deletion. This relationship is called loosely coupled and total 25 such relationships can be created for every child.  Master-detail Relationship: This is like tree relationship or we call this Parent-Child relationship and can be used to control object behaviour. They are called tightly coupled and there can be maximum two such relationships.
  • 9. Visualforce is basically used to present data to users an it uses MVC design patterns to manage the web application. These three modules are defined as:  Model: Business logic or Database handling tasks comes under MODEL and for this Java Bean Classes are used. It describes data and schema used by Salesforce.  View: View describes the use of Data and Schema. To represent or for the Views various pages, used are HTML pages, JSP page, CSS, page layouts, style sheets.  Controller: It controls the user’s action and interaction with the visual force component.
  • 10. Salesforce use scale free, cloud computing, dynamic approach and provides following benefits to the user:  Through Salesforce one can create collaborative, productive, CRM environment.  It can provide cost beneficial service to satisfy organizational customer’s demand.  It provides a properly organized and managed platform to manage business processes.
  • 11. http://www.janbask.com/  2011 Crystal Drive, Suite - 400 Arlington, VA - 22202  +1 571-777-9070  info@janbask.com