9/8/2023

FDP on Salesforce (Admin)

Dr. Sunil Kumar

Department of Computer Science & Engineering
Meerut Institute of Engineering & Technology, Meerut

Today Agenda
• History of Salesforce
• What is cloud computing?
• Features of cloud computing
• What is Salesforce?
• Why Salesforce?
• What is CRM?
• Traditional vs. Salesforce CRM
• What makes Force.com Unique?
• Current Market scenario of Salesforce
• Services offered by Salesforce
• Standard vs. Custom Object
• Declarative Vs. Programmatic Customizations
• Salesforce in Use Today
• Job Opportunities in Salesforce
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History of Salesforce
• Marc Russell Benioff is an American billionaire
internet entrepreneur, author and philanthropist.
• He is the founder, chairman and co-CEO of Salesforce.
• Salesforce is an enterprise cloud computing company.
• Founded in February 1999, Headquarter in San
Francisco California United States.

What is cloud computing?

• It is the use of remote servers to store, manage and
process data rather than on a local server/personal
computer.
• Salesforce is a cloud computing platform.
• Cloud computing refers to internet based computing.
• It involves shared resources, S/W and internet based
computing.
• The term cloud is used to signify the internet.
• Working of Cloud Computing:
1. Software app delivered on cloud (vendor)
2. Software app access via internet (client)

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Features of Cloud Computing

1. Fast
2. Easy
3. Open
4. Flexible
5. Trusted
6. Economical
7. Scalable

What is Salesforce?
• Salesforce is the world’s #1 customer relationship management
(CRM) platform.
• All Salesforce products run entirely in the cloud so there’s no
expensive setup costs, no maintenance and your employees
can work from any device with an internet connection – smart
phone, tablet or laptop.
• Salesforce makes easy to use cloud based applications.
• No infrastructure to buy, set up, or manage.
• New Lightning experience (User Interface).
a. Classic experience.
b. Lightning experience.
c. Einstein experience

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What is Salesforce?

SaaS and Paas

• Company offers software as a service called SaaS.
• Company offers platform as a service is called Paas in
which you can develop your application and
software.
• Salesforce is a great choice:
1. A browser and an internet connection is all you
need.
2. No h/w or s/w installation,no n/w infrastructure
is needed.

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Why Salesforce?
• Salesforce provides you with the fastest path
from Idea to App. This can save you years of time
and millions of dollars.
• Salesforce customers generally say that it’s
unique for three major reasons:
• Fast – Traditional CRM software can take more than a
year to deploy, compare that to months or even
weeks with Salesforce.
• Easy – Salesforce wins in the easy to use category.
• Effective – Because it is easy to use and can be
customized to meet business needs, customers find
Salesforce very effective.

Why Salesforce?

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Why Use Salesforce?

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Why Use Salesforce?

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Why Use Salesforce?

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Why Use Salesforce?

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Why Use Salesforce?

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What is CRM?
• Every company is selling products/services to
manage the interactions with customer, so a
company need marketing team, sales team,
service team.
• An application which helps in managing all these
processes in a single window is called CRM.
• Apart from this, CRM provides:
1. Targeting your leads, contacts and opportunity
management.
2. Product planning, manufacturing and shipping of
products.

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CRM Contd…..
• CRM is a methodology that is followed to record
organization interaction.
• Meetings, Emails and Phone calls focused on reducing
cost, increasing sales and better communication.
• CRM is a strategy for managing a company’s interactions
with clients and sales prospects and ensuring the
“connect” sustains throughout the relation.
• Purpose:
1. Retain existing clients
2. Energies opportunities
3. Find new clients

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Traditional vs Salesforce CRM

Traditional CRM:
1. High Cost.
2. Hosted on company own’s server.
3. Difficult to understand and use.

Salesforce CRM:
1. Lower Cost.
2. Hosted on cloud so not to invest on infrastructure.
3. Easy to use and understand by improving it by taking
feedback from customer.

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Multi-Tenant Architecture of
Salesforce
• The multitenant architecture
means one common application for
multiple groups or clients.
• One server instance will be shared by
multiple groups or clients.
• Economical: resources and
maintenance cost is shared.
• Vendors need to update only one
applications and changes will be
reflected for all clients.
• Single database stores data of multiple
clients.
• Sharing rules enforced by governor
limits.
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Meta-Data Architecture of
Salesforce
• metadata means data about the data
• Salesforce uses a metadata-driven
development model
• Functionalities of an app are defined as
metadata in a database.
• Allows developers to concentrate only
on building the application.
• Includes processes, assignment rules,
sharing & security settings, Visualforce
pages & apex triggers
• Stores page layouts for: accounts,
contracts and Leads.

As we can see in the above diagram, the tenant-specific data ensures that common
data is only shared with one tenant, not with another tenant or group. This ensures the
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What makes Force.com Unique?

The benefits of our Multi-tenant Architecture
Multitenancy means platform is scalable.

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Granular Real Time Security Model

• Restrict Data Access with field level security,
permission sets and sharing settings.
• Field, object and record level control.
• Custom rules across Roles and Profiles.

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Objects, Fields, Records, Profiles, Tabs

Objects: Objects are database tables where actual data is
present. They act as storage space for records. They can be
compared to MS Excel sheet.
Fields: Fields are individual data point of an object. They are
of specific data type like text, email, number ,date etc.
Records: Records are collection of field with values and
represent an instance of the object.
Profiles: A profile is collection of settings and permissions
which controls what a user can view, access and modify in
Salesforce.
Tabs: Tabs are used to access objects(tables) in salesforce
app. They display a list of records stored in particular object.

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Current Market scenario of Salesforce

• It is expected to have 3.3 million jobs over
2022.
#1 in CRM
# 1 in Sales
# 1 in Customer Service
#1 in Digital Commerce

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Contd...

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Services offered by Salesforce

Salesforce.com's CRM service is broken down into several
broad categories:
• Commerce Cloud
• Sales Cloud: It gives details of all customers in single window
• Service Cloud: Allows users to deliver world class customer service experience.
• Data Cloud
• Marketing Cloud
• Community Cloud
• Analytics Cloud
• App Cloud
• IOT (Internet of Things)
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Standard Vs. Custom Objects

Standard Objects Custom Objects
They are already built. Must be built out completely.

They have defined relationships. Relationships must be established.

Reporting is already available. Custom report types may need to be

built.
Purpose is established. Fully customizable.

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Salesforce In Use Today

• Google, Twitter, Amazon Web Services, facebook, HR
system, Financial system, call centers and phone system
using salesforce today.
• These companies uses salesforce as a CRM or
developing platform.
• Apex and visualforce are used as a programming tool.
• Salesforcce provides various s/w solutions and platform
to develop custom software's.

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Contd…
1. HR team: uses salesforce to maintain employee
record and pay record and host it on the cloud
to help multiple companies on salesforce.
2. Financial System: Every company keeps track
of transactions, who is buyer, seller, at what
time transaction happens. These details needs
to be stored. Team develops an application and
host it on the cloud for various companies.
3. Call Centers (BPO’s) and Phone systems .
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Some Major Recruiters of Salesforce

• IBM
• HCL
• COGNIZANT
• BIRLASOFT
• NAGARROW
• DAZEWORKS
• MTX
• ENCAPSULATION and many more…

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What are Trailblazer Ranks?

• Motivate yourself to go even further with
Trailblazer Ranks.
• Unlock new ranks for your profile by
challenging yourself to earn more points and
badges.

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How do I earn badges?

• When you finish a module, project, or superbadge,
you're awarded badges.
• A badge, earned from modules and projects,
represents general knowledge in a specific topic
area, and a superbadge represents real-world
proficiency in that discipline.

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How do I score more points?

• Hands-on challenges earn the most points (500
points per challenge), quizzes have a sliding points
scale starting at 100 points if you get it right on the
first try, and projects give you 50 points at each step.
Superbadges not only give you points for completing
challenges, but you get a whopping 2000 points for
completing the superbadge.

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Salesforce Certification Roadmap

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What are Trailblazer Rank?

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Creating Login on Trailhead

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Contd...

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Login Page

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Salesforce
Contents

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Salesforce Contents
• Introduction to Salesforce
• History of Salesforce
• What is Salesforce?
• Why Salesforce?
• What is CRM?
• Current Market Scenario of Salesforce
• Services Offered by Salesforce
• Standard vs Custom Object
• Lightning Vs. Classic Plateform
• Declarative Vs. Programmatic Customizations
• Job Opportunities in Salesforce
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Salesforce Environment Basics

• Trail 1: Learn Salesforce with Trailhead
• (Earn badges, have fun, and build your career on Salesforce.)
• Module 1: Trailhead Basics
• (Get started with the fun way to learn.)
1. Get Started with Trailhead
2. Find Your Way Around Trailhead
3. Troubleshoot and Find Answers to Common Questions

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Contd...
• Module 2: Trailhead Playground Management
• (Create hands-on orgs, practice your Salesforce skills, and
complete Trailhead challenges.)
1. Create a Trailhead Playground
2. Get Your Trailhead Playground Username and Password
3. Install Apps and Packages in Your Trailhead Playground

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Contd...
• Trail 2: Navigate the Salesforce Advantage
• Module 1: Salesforce Success Model
1. Trailhead and Trailblazer Community
2. Salesforce User Basics
3. Trailhead Playground Management
4. Salesforce CRM

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Contd...
• Module 2: Service Cloud Basics
1. Get to Know the Service Cloud Platform
2. Resolve Cases Faster
3. Deliver Omnichannel Service
4. Learn About the Salesforce Platform Advantage

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Contd...
• Module 3: Technologies and Trends of the Fourth
Industrial Revolution
1. Understand Technologies Changing the Physical World
2. Understand the Technologies changing the Digital World.

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Contd...
• Module 4: Career Building in the Salesforce
Ecosystem
1. Trailhead: The Funway to Learn
2. Career Development Planning
3. Innovation Basics
4. Trust and Influence
5. Demo Storytelling
6. Inclusive Marketing Practices
7. Salesforce Career Exploration for students
8. Build an App to Track Your Trialblazer Journey
9. Resume Writing Strategies
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AW COMPUTING RECRUITING APPLICATION

• INTRODUCTION TO MODULE 1. Build a Data Model for a
Recruiting App
• (Customize an app using clicks, not code, to give your recruiters
easy access to key data.)
• WHAT IS A DATA MODEL? HANDS-ON SESSION
• CHALLENGE1. Create a Custom Object for Reviews CHALLENGE2.
Create a Custom Object for Job Posting Sites STANDARD VS.
CUSTOM OBJECTS
• TYPES OF RELATIONSHIPS WHAT IS A JUNCTION OBJECT? FIELDS
VS. RECORDS
• CHALLENGE3. Create a Custom Junction Object for Job Postings
CHALLENGE4. Create a Self Relationship with the Position Object
CHALLENGE5. Create Custom Recruiting Fields
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Contd...
• MODULE2. Customize the User Interface for a Recruiting App
• (Create tabs, quick actions, record types, and more to
streamline an app user's experience.)
• WHAT ARE TABS, QUICK ACTIONS, RECORD TYPES AND
CUSTOMIZED PAGE LAYOUTS?
• CHALLENGE1. Create a Tab for the Review Object
• CHALLENGE2.Create an Object-Specific Quick Action
CHALLENGE3.Customize the Review Page Layout
CHALLENGE4.Create a Custom Candidate Record Page
CHALLENGE5.Create Record Types on the Position Object
CHALLENGE6.Customize the Position Page Layout
CHALLENGE7.Enable Chatter on the Review Object

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Contd...
• MODULE3. Improve Data Quality for a Recruiting App
• (Use validation rules and formulas to ensure data quality in an
app.) WHAT IS ROLL UP SUMMARY?
• NEED OF VALIDATION RULES.
• CHALLENGE1. Create Cross-Object Formulas CHALLENGE2.
Create Validation Rules
• CHALLENGE3. Create Formula and Roll-Up Summary Fields

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Contd...
• Module-4: Keep Data Secure in a Recruiting App
• NEED OF SECURITY IN CLOUD WHAT IS FIELD LEVEL SECURITY?
• WHAT IS THE USE OF PERMISSION SETS?
• CHALLENGE 1. Create Custom Profiles.
• CHALLENGE 2. Restrict Data Access with Field-Level Security,
Permission Sets, and Sharing Settings.

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Contd...
• Module-5: Automate Business Processes for a Recruiting App
• WHY WE NEED TO AUTOMATE THE PROCESSES? WHAT IS
APPROVAL PROCESS?
• WHAT COULD BE THE PARAMETERS TO RATE A CANDIDATE?
• CHALLENGE 1. Build a Process for Creating Interview Records.
CHALLENGE 2. Lay the Groundwork for an Approval Process.
CHALLENGE 3. Create an Approval Process.
• CHALLENGE 4. Create a Process for Submitting Positions for
Approval. CHALLENGE 5. Create a Candidate Rating Flow.

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Quick Start: Lightning App Builder

• Create Your First Page Add More Components
• Add Quick Actions and Activate the App Test in the
Salesforce Mobile App Module: CRM for Lightning
Experience
• Get started with Salesforce CRM and explore
Lightning Experience.
• Module: AI BASICS
• Learn what AI is and how it will transform CRM and
the customer experience.

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