Salesforce - Overview & Getting Started

Data Science Snaps
Bits for wannabe data scientist
Data Science Snaps
Salesforce
Overview & Getting Started
Katia Bonella - May 30th 2019

Data Science Snaps
CRM or Customer Relationship Management
is a strategy for managing an organisation's relationships and interactions
with customers and potential customers.
It uses data analysis about customers' history with a company
to improve business relationships with customers,
specifically focusing on customer retention and ultimately driving sales
growth.
Through the CRM approach and the systems used to facilitate it,
businesses learn more about their target audiences
and how to best cater to their needs.
What is CRM?
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Data Science Snaps
When people talk about CRM, they might mean any of three things:
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● CRM as Technology
This is a technology product, often in the cloud,
that teams use to record, report and analyse interactions between the company and users.
This is also called a CRM system or solution.
● CRM as a Strategy
This is a business’ philosophy about how relationships with customers and
potential customers should be managed
● CRM as a Process
Think of this as a the system a business adopts to nurture and manage those relationships.
What is CRM?

Data Science Snaps
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Sales teams
Sales managers can access reliable information
about the progress of individual team members in achieving their sales targets.
Sales reps can spend more time selling and less time inputting data.
Marketing teams
They can get clear visibility over every opportunity or
lead, and map out the whole customer journey
Customer service teams
Without a common platform for customer interactions, communications can be missed or
lost in the flood of information – leading to an unsatisfactory response to a valued customer.
Supply-chain, procurement and partner management teams
Reporting enables businesses to compare the efficiency of suppliers and so manage their
entire supply chain more effectively.
HR team
They can use CRM to accelerate the recruitment process and track employee performance.
How do different business functions benefit from using CRM?

Data Science Snaps
Why Salesforce?
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Data Science Snaps
Before Salesforce
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Data is stored in different places and on different devices

Data Science Snaps
After Salesforce
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Data is all in Salesforce, accessible via the cloud form any device

Data Science Snaps
Salesforce organizes your data
into objects and records.
You can think of objects
like a tab on a spreadsheet,
and a record
like a single row of data.
How Salesforce Organizes Your Data
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Data Science Snaps
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Record
An item you are tracking in your database;
if your data is like a spreadsheet, then a record is a row on the spreadsheet
Field
A place where you store a value, like a name or address;
using our spreadsheet example, a field would be a column on the spreadsheet
Object
A table in the database;
in that spreadsheet example, an object is a tab on the spreadsheet
Org
Short for “organization,” the place where all your data, configuration, and customization
lives. You log in to access it. You might also hear this called “your instance of Salesforce”
App
A set of fields, objects, permissions, and functionality to support a business process
How Salesforce Organizes Your Data

Data Science Snaps
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Accounts
Accounts are the companies you’re doing business with.
You can also do business with individual people (like solo contractors) using something
called Person Accounts.
Contacts
Contacts are the people who work at an Account.
Leads
Leads are potential prospects.
You haven’t yet qualified that they are ready to buy or what product they need.
You don’t have to use Leads, but they can be helpful if you have team selling, or if
you have different sales processes for prospects and qualified buyers.
Opportunities
Opportunities are qualified leads that you’ve converted.
When you convert the Lead, you create an Account and Contact along with the Opportunity.
Salesforce Standard Objects
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Data Science Snaps
What is the Salesforce Architecture?
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Data Science Snaps
Salesforce has two different desktop user interfaces:
Lightning Experience and Salesforce Classic.
The Lightning Component framework is a UI framework
for developing single page applications for mobile and desktop devices.
Salesforce Lightning includes the Lightning Component Framework and some tools:
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Lightning
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Lightning components accelerate development and app performance.
Develop custom components that other developers and admins can use as reusable building
blocks to customize Communities, the Salesforce mobile app, and Lightning Experience.
Lightning App Builder empowers admins to build Lightning pages visually, without code,
using off-the-shelf and custom-built Lightning components.
Community Builder empowers admins to build communities visually, without code, using
Lightning templates and components.

Data Science Snaps
• App-centric
web application
model
• UI Generation:
Client-side
• Recommend for
mobile
• Custom UI Custom
CSS
• Reuse nesting
components inside
other components
Visualforce or Lightning?
• Page-centric
web application
model
• UI Generation:
Server-side
• Recommend for
use third-party
framework es:
Angular or React
• Render as PDF
output
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Data Science Snaps
If you use Safari, we recommend using the latest version that Salesforce supports.
Apply all Apple software updates.
Salesforce currently doesn't support Analytics with Apple Safari.
Use Internet Explorer 11, Edge, or the latest version of Chrome or Firefox.
Supported Browsers for Lightning Experience
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Data Science Snaps
PDF
How render as PDF output in a standalone Lightning app?
• Solution in AppExchange (Salesforce Store)
cons: often this apps have a cost for every user
• Use Visualforce
cons: duplicate code, effort to mantain
• Use External JS Library
cons: disable Locker Service (powerful security architecture)
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Data Science Snaps
Where to learn?
https://trailhead.salesforce.com/
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Data Science Snaps
Trail
A trail is an ordered group of modules, projects or both
that provides a guided learnig path to learning a new skill, product, or role.
A module covers a single learning topics
A project is a series of hands-on steps
that let lets you learn Salesfroce skills
by putting them into practice
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Data Science Snaps
Trailhead Playground
A Trailhead Playground is an org that you can use for hands-on challenges,
learning new features, and testing Customizations.
You can create a illimitate number of Thrailhead Playgrpund.
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Data Science Snaps
Badges and Superbadges
Badges represent what you have learned,
are always earned by achieving
a measurable numeric goal.
Superbadges prove that you can take what
you have learned and apply it to solve
complex, real-world business problems.
Are a great way to test your Salesforce
chops at your own pace before scheduling a
certification exam.
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Data Science Snaps
Certifications
To maintain Salesforce Certification
credentials, all certified professionals must
successfully complete release maintenance
exams specific to their credential.
Depending on your credentials, you may have
anywhere from one to three release exams per
credential to complete each year.
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Data Science Snaps
My first Standalone Lightning App
Lightning Experience Development
Aura Components Basics
References:
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Data Science Snaps
Developer Console
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Data Science Snaps
MyApp.app
File → New → Lightning Application
Name: MyApp
MyApp.app
MyAppController.js
MyAppHelper.js
MyApp.css
MyApp.auradoc
MyAppRender.js
MyApp.svg
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Data Science Snaps
Preview
MyApp.app
<aura:application >
Hello World!
</aura:application>
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Data Science Snaps
Component
File → New → Lightning Component
Name: Component1
Component1.cmp
Component1Controller.js
Component1Helper.js
Component1.css
Component1.auradoc
Component1Render.js
Component1.design
Component1.svg
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Data Science Snaps
Add Component
Component1.cmp
<aura:component >
<p>I am Component 1</p>
</aura:component>
MyApp.app
<aura:application >
Hello World!
<c:Component1/>
</aura:application>
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Data Science Snaps
Add .zip
Create a Resource.zip with:
style.css
.logo {
background-image: url("logo1.jpg");
height: 30px;
width: 160px;
background-repeat: no-repeat;
}
p {
color: red;
}
logo1.jpg
logo2.png
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Data Science Snaps
Add Static Resource
Setup → Static Resource → New
Name: MyResource
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Data Science Snaps
MyAppController.js
Modify MyAppController.js
({
doInit : function(component, event, helper) {
document.title = "My First App";
var headTag = document.getElementsByTagName('head')[0];
var resourceCss = document.createElement("link");
resourceCss.setAttribute("href" , "../resource/MyResource/style.css");
resourceCss.setAttribute("rel" , "stylesheet");
headTag.appendChild(resourceCss);
}
})
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Data Science Snaps
MyApp.app
Modify MyApp.app
<aura:application >
<aura:handler name= "init" value= "{!this}" action= "{!c.doInit}" />
<div class= "logo"></div>
Hello World!
<c:Component1/>
<img src="../resource/MyResource/logo2.png"
width="126" height="100"/>
</aura:application>
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Data Science Snaps
Preview
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Data Science Snaps
Server-Side
• Server responses are handled asynchronously
• Apex controllers contain remote methods
your Lightning components can call
Identifier Context Meaning
c.
"{!c.doInit}"
Component
markup
Client-side controller
c. Controller
code
Server-side
controller
c: Markup Default namespaces
three “c”s is definitely
an opportunity for confusion
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Data Science Snaps
Apex Class
File → New → Apex Class
Name: ExpensesController
ExpensesController.apxc
public with sharing class ExpensesController {
@AuraEnabled
public static List<Expense__c> getExpenses() {
return [SELECT Id, Name, Amount__c
FROM Expense__c];
}
}
In Component’s controller
var action = component.get("c.getExpenses");
returns a remote method call to our Apex controller
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Data Science Snaps
SOQL
It returns the SOQL query results directly.
The Lightning Components framework handles all the
marshalling/unmarshalling work involved in most situations.
Salesforce Object Query Language
• Like SQL but optimized for Salesforce
• you can’t specify * for all fields
• Try Query in Query Editor
• Write Apex triggers to perform custom DB actions
Apex Triggers
public static List<Expense__c> getExpenses() {
return [SELECT Id, Name, Amount__c
FROM Expense__c]; }
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Salesforce - Overview & Getting Started

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