Implemented salesforce and CRM application, in this application employees and customers are sharing same platform which increases productivity and saves time for customers.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
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.
Implemented salesforce and CRM application, in this application employees and customers are sharing same platform which increases productivity and saves time for customers.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
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.
This presentation is related to salesforce service cloud .
How customer support is implemented in salesforce is service cloud, and what are the tools need to accomplish this support are described here
Have you ever wanted to write a trigger? This workshop is designed for people who would like begin learning the basics of implementing business logic using Apex, the primary programming language of the Salesforce platform. This workshop will begin exploring the building blocks of Apex, and provide you with the best practices for implementing complex business logic.
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 will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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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? | 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
Apex allows you to build just about any custom solution on the Force.com platform. But what are the common design patterns and associated best practices for Apex development, and how can you leverage these patterns and best practices to avoid reinventing the wheel? Join us to learn some common Force.com design patterns and walk through sample code for best implementing them.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
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.
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 online training SFDC online courseKeylabs
Salesforce Training by keylabs, Salesforce online Training will cover salesforce development online training and salesforce admin online training.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
salesforce interview questions, salesforce certification, salesforce developer training
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
ORACLE FUSION FINANCIAL CLOUD FEATURES - CREATING IMPLEMENTATION USERSIQ Online Training
Learn about the features of oracle fusion Applications and also learn how to create user implementation, assigning roles to the user and searching for the users.
This presentation is related to salesforce service cloud .
How customer support is implemented in salesforce is service cloud, and what are the tools need to accomplish this support are described here
Have you ever wanted to write a trigger? This workshop is designed for people who would like begin learning the basics of implementing business logic using Apex, the primary programming language of the Salesforce platform. This workshop will begin exploring the building blocks of Apex, and provide you with the best practices for implementing complex business logic.
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 will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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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? | 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
Apex allows you to build just about any custom solution on the Force.com platform. But what are the common design patterns and associated best practices for Apex development, and how can you leverage these patterns and best practices to avoid reinventing the wheel? Join us to learn some common Force.com design patterns and walk through sample code for best implementing them.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
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.
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 online training SFDC online courseKeylabs
Salesforce Training by keylabs, Salesforce online Training will cover salesforce development online training and salesforce admin online training.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
salesforce interview questions, salesforce certification, salesforce developer training
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
ORACLE FUSION FINANCIAL CLOUD FEATURES - CREATING IMPLEMENTATION USERSIQ Online Training
Learn about the features of oracle fusion Applications and also learn how to create user implementation, assigning roles to the user and searching for the users.
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
Qalcwise designer application kp is - unit 120 v20160314qalcwise
This is 3rd tutorial in qalcwise tutorials series. This one is about creating application message KPIs. It's a short introduction to Qalcwise design techniques.
slide deck from Stepehen Stanley, presenting his wonderfully curated highlights of the recent Spring 24 Salesforce release. This was presented to the virtual meeting of the SFWelly Salesforce wellington trailblazer community group.
Online Shopping is a lifestyle, e-commerce web applications, which provides various electronic and lifestyle products. This project allows viewing various products available enables registered users to purchase desired products instantly using now Cash on Delivery payment system can place an order by using option. This project provides easy access to Administrators and Managers to view orders placed using Pay Later options.
This is presentation from Quickbooks. It highlights the features of QBooks Enterprise Edition. People looking for an ideal fiancial system solution for their organizations can view and assess this software
10 excel applications that improve business efficiencyRussell Kommer
In our consultancy, life is never dull. We are constantly finding new ways to use the incredibly powerful excel platform to provide value to our clients. In this post, we will showcase the following applications that our expert Microsoft developers have built.
MCA Final Year Internship Project Presentation
Project Name : ToolTrade.com
Project Description:
This is country-specific website build especially for Australia.
As the name suggest, it deals in variety of tools, machinery and consumables and provide different privileges for different kinds of members.
Technology Stack:ASP.NET using C#,HTML,CSS
An e-Commerce Platform for Selling Single Product Reltus for Tinnitus Mike Taylor
Open source E-commerce Platform for Selling a Single Product called Reltus for temporary relief from Tinnitus, Ear Ringing & Ear Buzzing built in open source PHP and MySQL.
1. Project Name: Sales Congo
Business Req : Salecongo is a flex based system application where all the information about the
organization of salescongo is stored and the information is analyzed for making decisions in follow-ups,
Compensation plans and much other functionality in their business process.
Tools and Technologies used: Apex classes and Visual force pages, Flex
Module Name: LOGIN PAGE
Description:
In this, when admin checks the direct login option then user can move to the Home page
directly otherwise if the admin did select the option called direct login then the user will get this Login
page. Login page is as follows.
Module Name: Home Page
2. Description:
In Home page, we will have two menu items like Application and Set up. In Application, we will have
five buttons like Hire, Train, Incent, Comply, and Inform. The default button will be Hire button and on the
right side user can see a pie chart scroll with the hiring details. Whereas, in setup we will have four buttons
like Organization, Job title, Comply, Sales resource.
3. Module Name: Comply Page
Description:
Comply contains two tabs Dashboard, Distribute Compensation Plans. Dashboard contains three
parts. In first part, there will be a hierarchy of roles of organization; second part contains pie chart
representing status of the compensation plans. The other part display the sales resource, compensation
plans, status of particular role when click on a particular role. When we click on the sales resource, a popup
window appears displaying the comments, workflow of current compensation plan given by the sales
resource.
4.
5. Module Name: Inform Page
Description:
Inform page is used to tracking (communication) list of all organized events with complete details.
The other tab named ‘Event Notification’ allows the user to send new event notifications for selected
members of an organization.
6.
7. Module Name: Organization Page
Description:
Organization consists of two tabs. Both tabs consist of hierarchal fashion (tree structure) of
organization levels. In one tab the organization level is based on job titles, the other tab consists of
information based on Regions.
On selecting any particular item in the tree the detail list that may consists of name, email, and phone
number etc., of the selected item will be displayed on the right side component (data grid).
8. Module Name: Job Title Page
Description:
The job title page consists of list of job titles with number of employee to each job title of an
organization. Selecting a particular job title provides details (Description, Training and Compensation)
regarding that particular job. This page also provides users with flexibility of creating new job titles,
editing, copying and deleting an existing job titles.
9.
10. Module Name: Comp Plans
Description:
Comp plans page consists of all existing compensation plans. The users are facilitated with options of
creating a new compensation plans, editing and deleting the existing compensation plans.
11.
12.
13.
14. Module Name: Sales Resources
Description:
The Sales resource page consists of list of all sales resources of an organization with their details
displayed on the right side component. It also provides additional benefits for the users to load group of
sales resources at a time using ‘Bulk Load’ option. The users can also export all details of the sales
resources into a single file using ‘Export’ option.
17. Project Name: Invoice System
Business Requirement: Generate PDF from Quote to Invoice with multicurrency organization. Where we
have to generate Quote pdf and order pdf and invoice pdf for separate for UK and USA. Here invoice we
have fixed invoice and recurring invoice. In recurring invoice based on recurring times the mail will be sent
based on payment methods.
Technical Details: Apex Classes, visual force e, Apex triggers, Workflow rules, Activities
22. Business Benefits: In this we can generate Quote pdf and order pdf and invoice pdf for separate for UK
and USA. Here invoice we have fixed invoice and recurring invoice.
Developer Details: 2 Salesforce CRM developers
Implementation methods:
Business Requirement gathering
Requirement Document preparation
Proposal Document
Proposal sign off
Demos for regular updates
23. Project Name: Cloud Budget
Business Requirement:
Cloud Budget is to alter the way small and medium size organizations manage the budgeting process. We
use the service model to provide the clients with a secure, automated, on-demand budgeting system that
greatly reduces expenses by:
1. Eliminating the hidden costs behind Excel approaches
2. Eliminating the need to engage consultants for implementation
Service Innovation – with the “Cloud Consultant” data engine our customers achieve a fully customized
budgeting system while avoiding the need to engage internal IT resources, purchase new hardware and
software, and engage outside consultants. The result is a low risk, high reward budgeting solution
Tools and Technologies used: Apex classes and Visual force pages.
Modules:
Income: This module deals with the income of the organization like income from sales, other income
and deferred sales. Entries: This module contains all the entries like income, manual entries, expenses, and
cash in, cash out, long term, intercompany and other.
Accounts Payable: This module contains expenses and inventories.
Accounts Receivable: This module contains income information.
Fixed Assets: Information about the assets of the organization.
Borrowings: Information about the liabilities of the organization.
Expenses: Information about the expenses to run the business.
Materials Movement: Information about the materials of the organization that have purchased.
Wage: Information about the salaries of the employees.
24.
25.
26. Business benefits: Cloud Budget is a targeted budgeting solution that goes much deeper into the
budgeting process than other SaaS performance management packages that typically contain budgeting
as one aspect of their diversified service. Cloud Budget’s compatibility with Salesforce products and its
flexible architecture make it particularly attractive to the rapidly growing Salesforce user base.
27. Our goal is to gain a wide-spread reputation among finance professionals as a simple to use yet advanced,
highly-cost effective, reliable, and secure way for small and medium size organizations to take control of
the budgeting process.
Team Size: 4 Developers
Implementation methods:
Business Requirement sign off
Regular Requirement Gathering
Implementation and testing
Bug fixing
28. Project Name: Davinci Template Project
Team Size: 2 developers
Description: For Davinci Virtual Office Solutions
Description: Involved in creating visual force pages, visual force E-mail Templates and display the images
dynamically based on sales representatives. When User selects one template it automatically attached a
proposal document with required information.
Used Technologies: Force .com
Picture: See the Select Template Detail page button
This Image for Select any Template and when click the Send Email Template button the corresponding
template send to mail, and also the document to the mail.
This Document contains the Opportunity with Products data and Primary contact role Information.
31. Project Name: Scoring Engine
Team Size : 1 developer
Description: Involved for calculating the points and commissions earned by the representatives of an
organization as per the data provided by them. The main idea behind the Score Engine is to assign a value
(score) to the fields of a selected object. Each and every new field generated by the administrator can be
associated by a new score value dynamically. When a user enters a record, for the field values provided by
the user will be awarded some score points and commissions earned.
Used Technologies: Apex Code, Visual force pages.
32. Project Name: Contact Wizard
Description: This is customization of Salesforce. After creation of contact immediately we can associate
the contact with user and divisions and after creation division also we can immediately associate with
multiple contacts.
Team size : 1 developer
Used Technologies: Apex Classes, Visual force
Fig: After creation of contact we need to click on Button (Add Division & user)
33. Fig: This is wizard for contact to associate with user and divisions. If Already divisions associated this
contact then those are not visible in this list (here I selected 3 divisions and user). Pagination is available
(more than 10 divisions) it shows (next, previous buttons).
34. Fig: After that we can get associated divisions and user
Project Name: Order Processing Controller
Description: This order processing controller used place Quick order from account. There we place button
called Quick order. By this we can place order Quickly with the account information. After clicking on this
button it will list out the all products And give Text field to enter the Quantity Then it will Create a order
with Order Line items.
Used Technologies: Apex classes, Visualforce pages, Triggers, Workflow Rules, Activities.
Team size : 1 developer
35. Project Name: Conga composer app & Drawloop App.
Description: Using External templates like email templates, html templates, other documents (PDF, word
documents), we merged Salesforce data into those documents and we sent them as a email to the clients.
And we can use them for agreement process.
Used Technologies: Draw loop app, Conga composer App, Echo sign.
Team size : 3 salesforce CRM developers
36.
37. Project Name: Teleconsult Project
Functionality: Uploading CSV DATA
Team size: 2 developers
Description:
Capture the Baseline plan against each Project/ contract.
Monthly update (CSV upload) of Real Time & Forecast values for each project/
Contract by Contract Managers.
Monthly P&L details added to the system by contract managers (details from
Debt details added to the client/ project profile by contract manager and reviewed.
Reports & Dashboards
Standard opportunity reports (opportunities by stages, by forecast values, closing
Dates etc.)
Dashboards to be automatically updated based on financial information.
• Charts with values showing total amt invoiced & total paid for each
Project
• Projects with Outstanding debts
• Any other valuable reports from finance data
Functionality: Sales and Sales Details Creation.
Description: Creating sales and sales details and uploading csv.