The document provides an overview of key concepts in Salesforce including:
- Salesforce CRM allows users to manage customer relationships and was introduced in 1999.
- Cloud computing provides on-demand access to IT resources and services over the Internet.
- Salesforce offers functionality like reports, dashboards, workflows, and approval processes to automate business processes.
- Apex is Salesforce's programming language that can be used to extend functionality like building custom interfaces.
- Visualforce allows developers to create custom user interfaces using a markup language similar to HTML.
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This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
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( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...Edureka!
This Salesforce CRM tutorial will take you through what is Salesforce CRM, benefits of Salesforce CRM, how CRM works, along with Salesforce CRM demo and use case. This Salesforce training slides is ideal for beginners to learn CRM.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What Is Salesforce CRM? | Salesforce CRM Tutorial For Beginners | Salesforce ...Edureka!
This Salesforce CRM tutorial will take you through what is Salesforce CRM, benefits of Salesforce CRM, how CRM works, along with Salesforce CRM demo and use case. This Salesforce training slides is ideal for beginners to learn CRM.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
Introduction to service cloud
What is service cloud
How to setup email to case,web to case.escalation rules .auto response rules. Learn more at
Salesforce Apex development tutorial: https://bit.ly/33zm1eY
Salesforce admin and app builder tutorial :https://bit.ly/2OUgnRy
Salesforce lightning com
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This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
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This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
Introduction to service cloud
What is service cloud
How to setup email to case,web to case.escalation rules .auto response rules. Learn more at
Salesforce Apex development tutorial: https://bit.ly/33zm1eY
Salesforce admin and app builder tutorial :https://bit.ly/2OUgnRy
Salesforce lightning com
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
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2. Indroduction:
Salesforce CRM is customer relationship management
Salesforce CRM developed company sfdc.com
Salesforce CRM introduce by the Marc Benioff in the
year of 1999
Salesforce Crm is easy to under standard
3. Cloud computing
Cloud computing is nothing internet
Cloud computing is a group of unknown resources that
are giving to or a specific purpose to the user
It is a concept of pay per use of each IT service
Three type service:
1.IAAS
2.PAAS
3.SAAS
4. Three type of cloud
1.Marketing cloud
2.Sales cloud
3.Service cloud
5. Property of object
Page layout
Validation rule
Search layout
Button links
Action
Record type
Triggers
7. Reports:
Reports is over all information
They are four type:
1.Tabular report
2.Summary report
3.Matrix report
4.Join report
8. Dashboards
Dashboard shows the data from source report
Each dashboard can have up to 20 components
Like as
1.Horizantal bar chart
2.Vertical bar chart
3.Line chart
4.Pie chart
5.Table
9. Workflow
Workflow rules allow us to automate the business
processes for organization
They is four type of action:
1.Email alert
2.Tasks
3.Field update
4.Outbound message
10. Approval Processes
An approval process is an automated process your
organization can use to approve records in Salesforce.
allowing you to specify a sequence of steps that are
required to approve a record.
An approval process also specifies the actions to take
when a record is approved, rejected, recalled, or first
submitted for approval.
11. Profile:
Profile is collection of settings.
Profile is object level and field level access and it is
mandatory for all users.
Permission set:
permission sets extend user’s functional access with
out changing user’s profile.
Role:
Role is record level access and it is not mandatory for
all user
12. Share rule
If we want to give the access to other user we use
share rule.
OWD:
Organization wide defines the level of access to user
can see the other user’s record.
Owd can be private, public read, public read and write.
13. Data loader
Data loader is a tool provided by sales force.
It is allow the duplicated data
We can support record 1millin
Data loader to perform following operation
1. Insert: it is for inserting data from external machine(file
should be an CSV).
2. Update: it is for updating existing record.
3. Upsert: it is having the function of insert and update.
14. 4. Delete: its for deleting data(deleted files available in
recycle bin).
5. Hard delete: its for deleting but its not recoverable .
6. Export: its for taking out the data from our
salesforce.com.
7. Export all: for all data extraction
15. Import wizard
It is one way of import/export of the into from salesforce
To support standard object account, contact, lead,
solution and custom object.
Duplicated not allow
Up to 50,000 records.
16. Apex :
Apex is a strongly typed, object-oriented programming
language that allows developers to execute flow and
transaction control statements
on the Force.com platform server in conjunction with
calls to the Force.com API.
Collection:
Collection are the group of similarly type.
They three type of collection
17. 1.List:
A list is an ordered collection.
List can contain Duplicates.
so use list when you want to identify list element based
on Index Number.
Syntax: list<account>list=new list<account>();
2.Set:
A set is an unordered collection of primitives.
Set can not contain duplicates.
19. Difference between SOSL and SOQL in
Salesforce
SOSL SOQL
stands for "Salesforce object search
language".
stands for "Salesforce object query
language".
Works on multiple object at a same time. Need to write different SOQL for
different object.
All fields are already text indexed. SOQL against same field will be slow.
Cannot used in Triggers. Can only be
used in Apex class and anonymous
block.
Can be used in Apex class and Triggers.
20. Trigger
Apex can be in invoked through the use of trigger.
A trigger are functional actions which gets fired on
particular events.
Seven set of events:
Before insert
Before update
Before delete
After insert
After update
22. visualforce
Visualforce is a framework that allows developers to
build sophisticated, custom user interfaces that can be
hosted natively on the Force.com platform.
The Visualforce framework includes a tag-based
markup language, similar to HTML, and a set of server-
side “standard controllers” that make basic database
operations, such as queries and saves, very simple to
perform.
23. Components
Similar to the way you can encapsulate a piece of code
in a method and then reuse that method several times
in a program.
you can encapsulate a common design pattern in a
custom component and then reuse that component
several times in one or more Visualforce pages.
A custom Visualforce component. All custom
component definitions must be wrapped inside a
single <apex:component> tag.
24. Batch apex
To use batch apex we must write an apex class that
implements the salesforce provided interface
database.batchable and then invoke the class
programmatically
The database.batchable interface contains three
methods that must be implemented.
1.Start method
2.Execute method
3.Finish method
25. Apex Scheduler
Apex scheduler is helpful to invoke apex classes to run
at specific times, first implement the “schedulable”
interface for the class, then specify the schedule using
either the schedule apex page in the sales force user
interfaces or the system schedule method
Email service:
Email service are automated processes that use apex
classes to process the contents, header, and
attachments of inbound email