Salesforce Admin

Introduction
 Hello!

I am Raakesh Kumar
I am here because I love to give presentations. You can find me at @raaki

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0 Introduction
Salesforce
Salesforce Introduction

❏ Salesforce is one of the leading cloud computing platforms,

which offers its services over the cloud to its customers and
partners.
❏ To better understand the salesforce concept, it is mandatory
to learn the basic concepts behind the salesforce, which is
cloud-computing.
❏ We will understand all the basics of the cloud-computing.
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 Overview of Cloud
1 Computing & CRM
Salesforce Cloud
Introduction to Cloud Computing

● Cloud computing is the term in which consumers can get services like
software support or development, platform development, infrastructure
management, and sharing, e-business (m-business) via the internet.
● The basic idea behind cloud computing is anytime, anyone and anywhere
can access the services through the internet.
● The service provided by cloud computing can have characteristics like
elasticity, dynamic, cost-effectiveness, on-demand services, pays for what
you use.
● These characteristics have different meanings to different types of cloud
users (stakeholders).
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Introduction to Cloud Computing

❏ Potential cloud stakeholders are characterized into four

general roles:
❏ End Users: Consumer of the cloud application services
❏ Cloud Service Providers (CSPs): Provider of cloud
capabilities
❏ Cloud Tool Providers (CTPs): Third-party provider of
cloud support and manageability tools
❏ Cloud Application Vendors (CAVs): Vendor of cloud
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services
Cloud Computing

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Cloud Services

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Cloud Services

From the three services, salesforce provides two services:

SAAS and PAAS, to its users.

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Cloud Services Modules

Software as a Service (SaaS) is a way of providing applications as a service

over the internet. SaaS services can be directly accessed using the internet
instead of installing each application on the local drive or system.Ex:
AWS,Salesforce,Azure,Zoho

It’s a cloud computing on-demand where a service provider such as Salesforce.com

provides a platform to their client to work on. On such platforms, the users or clients
can run, develop, test, or manage any business applications without any IT
infrastructure. Ex:AWS, Salesforce,Google App Engine

It is a rental type cloud computing infrastructure which includes Server and

virtual machine, networks, storage, operating systems, facilitated by a cloud
provider. Ex:AWS,AT&T,HP,Salesforce

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Benefits of cloud

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Benefits of cloud

Less Cost: 24/7:

❏ Free From capital ❏ One of the most significant
expenditure. advantages of cloud computing is
❏ There is no huge cost for that the data or any service
hardware. available in the cloud can be
❏ Just have to pay for which accessed anytime from anywhere.
you use it.

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 Benefits of cloud

Easily Accessible: Security:

❏ You can work from anywhere ❏ The data stored in the hard drives may
across the globe. As long as be lost, and if the data is highly
you have internet connection confidential, it can highly affect any
even by using critical cloud organization.
services offer by mobile apps. ❏ But with the cloud platforms, the data is
There is no limitation on the highly secured in the clouds, so the risk
device used. of the data lost is reduced with cloud
computing.
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Benefits of cloud

Fast Implementation: Collaboration :

❏ To implement any new application, it ❏ Various groups of an organization can
may take a long time. connect virtually and share useful
❏ But with cloud applications, this time information and data on the cloud-
can be reduced a lot. With most cloud platforms.
❏ It improves the customer services and
applications, we just need to sign-up,
product development process in any
and we can start working on it.
organization.

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Benefits of cloud

Instant Scalability: Automated updates:

Cloud-based applications enable the Any application can take up to many
organization to easily increase or days to upgrade, maintain, or test the
decrease user's numbers as per the application. But with cloud
requirement. Hence, we don't need to applications, such things are not
think about the availability or running necessary because the cloud
out of capacity. application has the automated update
software that can be updated
automatically. 18
Introduction to CRM
❏ Business people started using the term Customer Relationship
Management (CRM) since the early 1990s when the concept of
business started to change from being transactional to relational.
❏ CRM directly contributes towards customer benefits and the
growth of businesses.
❏ Information Technology plays a very critical role in identifying,
acquiring, and retaining the customers, and thereby managing a
healthy relationship with them.
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 Salesforce CRM

Salesforce is the World's leading CRM platform, enabling

businesses to connect the customer efficiently, anytime,
anywhere.
To better understand the Salesforce, we first need to
understand the CRM, its functionality, aspects, and why to
choose salesforce CRM. Now,we will understand all these
basic concepts of CRM.
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What is CRM?

❏ CRM stands for "Customer Relationship Management."

❏ It is a software used to store all customer-related details,
such as Customer Name, Phone Number, Email Address,
etc.
❏ It is also used to store all the records of the customer
activities done for a particular product or business.

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What is CRM?

❏ Every business needs a tool or software that can collect,

store, and manage all the customer-related information to
focus on the leads and sales.
❏ A CRM system is a software that tracks the progress of
any sales process. It also tracks all the customer details,
complaints, emails, follow-ups done with customers,
customer agents' conversations, etc.
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CRM in the Market

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 Features of CRM

❏ CRM allows businesses to store, manage, and track customer

information.
❏ It allows us to connect and collaborate with the entire team
from a single place or device.
❏ It can intelligently capture any customer complaint or emails.
❏ CRM can be extended as per the business requirement.
❏ CRM increases business profits by providing proper sales and
lead management.
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CRM Aspects

There are mainly three aspects of any CRM system:

1. Retain
❏ For any organization, it is crucial to maintain a good
customer relationship with their clients or customers.
❏ If a customer is happy with the services, he will retail for a
long time. For the continuous growth of any organization,
acquiring new customers and retaining the old customers is
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 CRM Aspects

2. Acquire:
❏ Customer acquisition is another important aspect of the
growth of any organization.
❏ Every company wants a huge number of customers to
increase their popularity in the market.
❏ A large number of customers can bring the leads easily and
help to beat the competitors.
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CRM Aspects

Below are three main reasons for which any customer leaves
your service:
❏ Customers are unhappy with the services.
❏ They are not happy with the product.
❏ They want to use a competitor's service.
❏ So, it is one of the crucial aspects of the customer
relationship.
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CRM Aspects

❏ And any company never wants to lose such a customer

because it is complicated to bring the customer back and
maintain the same belief to compete.
❏ CRM helps to acquire new customers with good deals and
sales.
❏ With the proper follow-up and good communication with
the customers, any company can easily get new customers
for their business.
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CRM Aspects

3. Extend:
❏ After acquiring new customers and retaining the old
customers, the next aspect of the CRM is the business
extension.
❏ So how a CRM can help a business to extend the business
value to its client?
❏ For this, any business can reach to its loyal customers for
any new deal, as they will be the confirm buyer of that new
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deal.
CRM Aspects

❏ When any cosmetic brand wants to launch a new product,

they reach out to some loyal customers first rather than
directly launching it to the market.
❏ They know that they would surely buy the product and
give crucial feedback for the product quality.
❏ With the help of the CRM tool, any company can easily
identify such customers.
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2 Introduction Salesforce
CRM Application
Are you new to Salesforce?
Not sure exactly what it is?
How to use it?
Do not know where to start with?

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Before Salesforce

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What is Salesforce?

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Salesforce CRM

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Salesforce Launch

SFDC was officially launched in 1999 with the vision of becoming a

worldwide leader on-demand CRM. Founded by Marc Benioff.

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After Salesforce

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After Salesforce

● You don’t need to worry about the note you left on your desk.
● File you have stored on your hard drive.
● You can find everything you need simply by logging in.
● You no longer need to worry about updating your manager on how things are
going with your top deals in flight.
● Instead, your manager can just log into Salesforce and see the latest data in
real time.
● Visibility is one of the key benefits of Salesforce.
● There are powerful security and sharing features that protect sensitive data
and ensure the right folks see the right data.
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Why Salesforce?

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Why Choose Salesforce CRM?

Below given are some reasons to choose the Salesforce CRM :

Easy to use:
❏ The first reason to choose the Salesforce CRM is easy to
access and use.
❏ We just need to log in and can start using it from
anywhere. The user interface is so user-friendly, and the
customization is also effortless.
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 Why Choose Salesforce CRM?
Cloud-based:
❏ The Salesforce CRM is cloud-based, hence provides lots of flexibility to its
users.
❏ It provides a secure cloud infrastructure and provides cloud solutions for
sales, marketing, analytics, etc.
Multitenant Platform:
❏ Salesforce has multitenant architecture; hence all its users share the same
infrastructure and software.
❏ Because of this, all the users receive automatic and seamless updates keeping
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their data secure.
Why Choose Salesforce CRM?

Multiple Integration Option:

❏ The Salesforce CRM has integration options possible with the
help of open APIs.
❏ It allows the organizations to map the business on the
Salesforce platform more efficiently.

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Why Choose Salesforce CRM?

Mobile CRM:
❏ Salesforce provides the CRM platform on mobile also,
and it is one of the earliest companies to provide this
feature to its users.
❏ It allows us to run the business or execute any task, using
our mobile also.

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Why Choose Salesforce CRM?

Best help & Support:

❏ Salesforce has a diverse community that is always ready to
help the customer anytime.
❏ They also support developers to enhance business activities.

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 Why Choose Salesforce CRM?

It is one of the leading CRM platforms to provide various

customized services to its customers, partners, and employees.
It provides the platform to build custom apps, pages, components,
etc.,
Salesforce Architecture is the multilayer architecture; it contains a
series of layers situated on the top of each other.

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 Salesforce Architecture

The below diagram shows the architectural view of the salesforce:

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 Salesforce Architecture
❏ In the multilayer salesforce architecture, the users are at the topmost
layer.
❏ The user can access a layer below the user layer, which means various
clouds offered by the salesforce, such as sales cloud, service cloud,
AppExchange, etc.
❏ The third layer is the salesforce1 App, which allows the user to access
the salesforce on mobile device.
❏ The last layer contains various other salesforce platforms, such as
Force.com, Heroku, Exact TargetFuel, etc.
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Multitenant Architecture

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Multitenant Architecture

❏ In a multi-tenant architecture, there is one common

application serviced to multiple clients.
❏ The developer can create an application, upload it onto the
cloud, and share it with multiple clients.
❏ The major advantage of this multi-tenant architecture is
that it becomes cost-effective as the application is shared
by multiple clients.
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Multitenant Architecture

❏ The development and maintenance cost of an

application can be shared at once.
❏ This makes the application very economical per
client.
❏ Also, if the developer/provider wants to make any
update to the provided software, he/she can directly
update it in just one place. All clients using the
application will get the updated version. 50
 Metadata

❏ The Salesforce platform follows the ❏ As we can see in the below diagram, the
tenant-specific data ensures that the
meta-data development model. common data is only shared with one
❏ The metadata means data about the tenant, not with another tenant or group.
data. ❏ This ensures the security of the data even
❏ Salesforce stores the metadata in the in the shared database.
shared database along with the data. ❏ The security issues get resolved with the
multitenant architecture because all data is
❏ It means it stores the data as well as
stored on different levels in the form of
what data does. metadata, i.e., data above data.
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Metadata Architecture

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Metadata

❏ Consider three clients, A, B, and ❏ This ensures that you don’t get
C, sharing a single database. into someone else’s metadata.
❏ These clients will have access to ❏ This also increases the security
their own metadata from the of the shared database.
shared data. ❏ Developers just need to create
❏ So, each client will have separate the application and deliver the
metadata. application to the respective
clients’ metadata.
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 API

❏ The salesforce metadata-driven model allows the developers to

create their applications easily with the help of various tools.
❏ But sometimes developers need some more functionalities for
their apps to make some modifications.
❏ To make such modifications, salesforce provides a powerful
source of the APIs.

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API

❏ These APIs helps the developers to customize the Salesforce

mobile application.
❏ These APIs allows the various bits of programming to
interface with each other and trade data.
❏ Without knowing many details, we can connect our apps with
other apps.
❏ These APIs helps the developers to access apps from any
location.
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Edition

❏ Edition will specify set of services offered by salesforce on your

environment.
❏ Edition will be based on the cloud what we have chosen.
❏ Lightning Essential
❏ Lightning Enterprise Edition
❏ Lightning Professional
❏ Lightning Unlimited Edition
❏ Developer Edition

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Edition
❏ Lightning Essential: ❏ Lightning Professional:
❏ This edition is designed for those ❏ This edition is designed for
organizations, who need access to those organizations who need
basic CRM application maximum 5 access to complete CRM
users. application.
❏ Lightning Enterprise Edition: ❏ In this edition we get complete
❏ Popular Edition in the market. declarative development and
❏ This is designed for those VF(Visualforce) pages.
organizations who need access to ❏ We cannot write apex
complete CRM application with programming in this
declarative and Programming access. environment.
❏ Any no. of users can work on this ❏ Any number of users can work
edition. on this edition.

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Edition & Pricing

Lightning Unlimited Edition: Developer Edition:

❏ This is designed for those
organizations who need access ❏ Provides access to the Lightning
to complete CRM application Platform and APIs. It lets
with declarative and developers extend Salesforce,
Programming access. integrate with other applications,
❏ on this edition we get 100+
admin options and develop new tools and
❏ 24/7 support applications.
❏ Developer assistance ❏ Developer Edition also provides
❏ online training.
access to many of the features
available in Enterprise Edition.
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Salesforce Edition & Pricing

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Salesforce License

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Salesforce License

❏ This specify what features are

offered by salesforce to the user.
Salesforce Platform License:
❏ Every user need one salesforce ❏ This licence is designed for
license to login.
those who need access to
Salesforce License:
❏ This license is designed for those only force.com Platform.
users who need access to both ❏ Users with this license
CRM applications and force.com
platform.
cannot access CRM
applications.

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Salesforce License

Community License: Chatter License:

This license is designed for This license is designed for
customers, partners, or retailers those who do not have
to login and make the self- salesforce license, but need
service. access to chatter.

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Environment

❏ It is a instance of force.com Developers Environment:

❏ This environment is used for
❏ Production ❏ It is an instance of
❏ Development force.com
❏ Testing ❏ It is independent from the
Production: production environment.
It is a instance of force.com ❏ This environment is used
This environment stores the data required for development and
for running business logics.
enhancements without
affecting the production. 63
Environment

Testing Environment
❏ It is an instance of force.com
❏ It is used to test the applications and functionalities
without affecting production environment.

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Sandbox

What is Sandbox?
❏ The development and testing environment within Salesforce is termed as
Salesforce Sandbox.
❏ The Sandbox environment is created for several purposes like for training,
development, testing.
❏ Without affecting data and configuration in the Salesforce production
instance.

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Product and Services - Sales Cloud
❏ The sales cloud is the service provided by the salesforce.com platform, and it
is part of the salesforce CRM system.
❏ It helps the companies to support sales and provide marketing & customer
support for the business-to-business and business-to-customer aspects of a
business.
❏ Salesforce automation is one of the popular sales tools that help the
businesses to enhance the speed of the sales process, and streamline lead to
cash.
❏ As per the salesforce.com, more than 82,400 customers are using more than
135,000 applications that allows millions of subscribers worldwide to manage
resources and processes more effectively.
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 Product and Services - Sales Cloud
❏ It also allows to process more business in less time, collaborate more closely,
and finish more deals early using SFA.
❏ It is an entirely customizable cloud service of Salesforce that integrates all the
customer related information at one place. It includes marketing, sales, lead
generation, customer service, business analytics, etc., and also provides access
to various other applications through the AppExchange.
❏ The sales cloud allows businesses to grow their account faster, get new
customers, and close the deal faster, and all these tasks can be performed from
anywhere.

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 Product and Services - Service Cloud

❏ Salesforce Service Cloud is the CRM platform to provide services and support to the customers.
❏ The Service Cloud is a great customer service platform to give the fast and more personalized services
virtually via any possible platform such as phone, email, instant messaging, Twitter, Facebook or other social
platforms.
❏ With the help of service cloud, customers can reach customer support from any platform and get support.
❏ Salesforce service cloud offers businesses the more vital services that help expand the maintenance and
consumer contentment. It helps businesses by enabling them to solve customer issues and requirements
through different channels.
❏ Salesforce service cloud is a SaaS service, which is built on the Salesforce customer success platform. It
provides the customer's 360-degree view to provide smarter, faster and personalized services to the
customers.
❏ The service cloud is built on different salesforce matrices such as average cases per day, cases by issues,
resolution time per customer etc.
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Product and services in Salesforce

❏ Commerce Cloud is a key part of the

Salesforce Customer Success Platform and
offers ecommerce solutions for B2C (business
to consumer) and B2B (business to business)
customers.
❏ That means that organizations purchase
Commerce Cloud to provide the best
ecommerce websites to their customers who
are shopping online—whether they are
consumers buying the latest fashion or
businesses making a large wholesale
purchase. 69
 Product and Services in Salesforce

❏ Marketing cloud enables various

marketers to deliver accurate
messages to the right people through
the right channel. There are various
functionalities that Salesforce
Marketing Cloud provides for your
organization.

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 Product and services in Salesforce

Everyone can post about what they’re

working on or comment on others’ posts.
You can join public or private groups,
where you can get the latest on topics or
solve problems together.
Teammates can collaborate right on an
opportunity or account record, so the
information is stored right where they
need it.
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Product and Services in Salesforce

❏ Salesforce Analytics Cloud is a

strong and secure cloud-based
analytics program developed to
help medium-sized businesses to
large enterprises to implement
rapid, iterative exploration of data,
with results displayed via layers of
dynamic visualization over
underlying data sets.
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Product and Services in Salesforce

Community Cloud is a
Salesforce platform that gives
companies the tools to create
branded online communities.
These communities can be
created for connecting with
customers, external partners and
employees.
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Salesforce.com Services

❏ Salesforce1 : It is a mobile ❏ Data.com: Online business director

application for Android and iOS business professional exchange their
devices. business informations.
❏ Force.com: Developer can develop ❏ Desk.com: Online help desk
application using APEX and salesforce.com and Desk.com interact
visualforce languages. with customer to solve their issues.
❏ Work.com: Social Performance ❏ Do.com: Cloud based task
Management platform used by management system for different
Managers and Employees to business and small group.
improve their work performance.
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Average Salary for Salesforce Admin and
Developer.

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Salesforce Certifications

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 Overview of App Exchange

AppExchange is your one-stop shop for ready-to-install solutions in Salesforce, easily

extending Salesforce into every department and industry.
It's an ecosystem of over 5,000 ready-to-install solutions, 80,000 peer reviews, and 6 million
customer installs to help solve any business challenge.

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 Declarative Customisation

❏ Declarative Customizations can be made point and click in a

browser.
❏ Declarative customizations require an understanding of Force.com
concepts, without coding Knowledge.
❏ Applications, Tabs, Page layouts, Record Types are used to develop
user interface in declarative approach.
❏ Workflows, Validation Rules and Approval Processes are used to
develop Business logic in declarative approach.
❏ Objects, Fields and Relationships are used to develop Data models in
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declarative approach.
 Creating Salesforce Developer Account

Creating a trial Account:

❏ Open URL: https://developer.salesforce.com
❏ Click on signup
❏ Enter the basic Details like FirstName,LastName,Email,Role etc.,
❏ Enter username
❏ Note: username should be like [email protected] Ex:[email protected]
❏ click on register
❏ verification link will be sent to your registered email.
❏ Login into your email and verify your account.
❏ Reset your password
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 Creating Salesforce Developer Account

❏ While creating a trial account…..

❏ Developer Edition is given for trial account.
❏ Combination of Sales and Service Cloud
❏ Licenses: Salesforce 2 , Salesforce Platform 3
❏ Production Environment is used.
❏ Once trial account is created. You have to login.
Login with
❏ Production : https://login.salesforce.com
❏ Sandbox : https://test.salesforce.com
❏ Note: For trail account no sandbox is given only
production is given.

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Salesforce Server

❏ https://ap4.lightning.force.com/lightning/setup/SetupOneHome/home
❏ Production Servers : ap(Asia Pacific),na(North America),eu(European)
❏ How to find the Status of the server?
❏ https://trust.salesforce.com
❏ Version of the sales : Summer, spring, Winter
❏ Summer-20
❏ Salesforce is available in the form of Classic and Lightning.

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Salesforce Server

Organization Id:
❏ For every instance of force.com,
salesforce will provide 15 character
uniqueId,
❏ 15 character uniqueId is called
OrganizationId.
❏ Based on this Id salesforce will
recognize the organization
❏ Organization Id will start with"00D"

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Enable caching and autocomplete on
SDFC Login Page

Disabling caching and autocomplete on SDFC Login Page :

❏ SFDC login username and passwords are automatically filled
at login.salesforce.com without remembering.
❏ Multiple username login hints helps users to track multiple
accounts and can switch from one organization to another
organization.

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Enable caching and autocomplete on
SDFC Login Page

❏ To disable this feature login to salesforce.com and

navigate to
Setup
| Administration Setup
| Security Controls
| Session Settings.
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Enable caching and autocomplete on
SDFC Login Page

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Navigating Salesforce.com Application

❏ Every Salesforce Administrator and Salesforce Developer

will spend a lot of time by Navigating salesforce.com
❏ We have to understand different menus present in
Salesforce.com User Interface.

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Navigating Salesforce.com Application

❏ APP Name.

❏ Unique APP(Opportunity).

❏ App Lancher.

❏ Navigation bar (User can

create and access recent

records)
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Home Page Customization

❏ From Setup, enter Lightning App in the Quick Find box and
select Lightning App Builder.
❏ Click New.
❏ Select Home Page, then Next.
❏ Assign the label New Home Page, then click Next.
❏ Click the Standard Home Page template.
❏ Click Finish.
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Home Page Customization

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Home Page Customization

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Home Page Customization

❏ Drag the Recent Items component to any spot in the canvas.

❏ For Label, enter Recent Cases.
❏ Click Select.
❏ Drag Case to any spot in the canvas, and remove Account by
dragging it off to the left of the canvas.
❏ Click OK.
❏ For Number of Records to Display, enter 5.
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Home Page Customization

❏ Drag the Chatter Feed component to any spot in the canvas.For Feed Type, select
To Me.
❏ Drag the Today’s Tasks component to any spot in the canvas.
❏ Drag the Today’s Events component to any spot in the canvas.
❏ Drag the Rich Text component into the Today’s Tasks box. A text entry field will
appear below the box.
❏ In the text entry field, enter Be sure to check the Salesforce Trust site.
❏ Highlight the text "Salesforce Trust" and select the Link button.
❏ For URL, enter trust.salesforce.com.
❏ Click Save.
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Home Page Customization

❏ Click Save in the upper right corner, then Activate.

❏ Click App and Profile.
❏ Click Assign to Apps and Profiles.
❏ Select Service Console and click Next
❏ Select Custom: Support Profile and System Administrator.
❏ Click Next and Save.
❏ Click the Back button in the top right corner to leave the
Lightning App Builder.
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Home Page Customization

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3 Organization Setup
Salesforce Admin
Organization Setup

Objective:
Describe the components of the company profile (e.g. fiscal
year, business hours, currency management, default settings,
company information)

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Organization Setup

❏ The Company Profile is the very first step in setting up your

Salesforce Org. It consists of a number of different configurations
as per the below.

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Company Profile

Setup → Setting → Company Settings → Company

Information → Edit.

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Company Profile

❏ Name, address, Default Locale (locale, Language and time zone), Default currency
❏ Salesforce Edition, Allow Support to Activate Multiple Currencies
❏ Salesforce Org ID: unique to every Salesforce Org.
❏ Licensing and their usage.
❏ Usage of Data Space and File Space:
❏ Data storage is increased by adding records (leads, accounts, etc.);
❏ File storage is increased by adding file attachments (Chatter files, Content files, etc.).
❏ API request usage: The limit depends on which edition of Salesforce you are using
and how many user licenses you have.
❏ Editions supporting API: Unlimited, Enterprise, Developer, Performance
❏ The Salesforce API allows programs external to Salesforce to interact with Salesforce
data. 99
Company Profile

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Company Profile

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Fiscal Year

❏ A fiscal year or financial year is a period of time used

to calculate annual (yearly) financial statements in
businesses and other organizations.
❏ The system administrator can set the fiscal year for
your organization.
❏ The fiscal year settings are used to report on the
fiscal year timeline.
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 Fiscal Year

❏ Fiscal year will specify business year for

❏ Custom Fiscal year
your organization.
❏ Once you enable the custom Fiscal year,
❏ There are two types of Fiscal year
you cannot disable it.
❏ Standard Fiscal year
❏ It has 53 weeks format and 12 month
❏ Customer Fiscal year
format.
❏ Standard Fiscal year
❏ Example of custom Fiscal Year: The 4–
❏ This will divide the year into four
4–5 calendar divides a year into 4
quarters, each quarters having 3
quarters. Each quarter has 13 weeks,
months.
which are grouped into two 4-week
❏ Salesforce will internally manage and
“months” and one 5-week “month”
automate the revenue and forecast.
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Fiscal Year

Setup → Setting → Company Settings → Company

Information → Calendar Settings → Fiscal Year

104
Fiscal Year

105
Fiscal Year

Define a new custom Fiscal year

❏ Goto Setup--> Settings --> Company Settings --> Clander
Settings --> Fiscal Year.
❏ Click on New button
❏ It will open custom Fiscal year template window to setup a
new custom Fiscal year.

106
Fiscal Year

107
Fiscal Year

108
Business Hours

Business Hours:
❏ Business Hours: sets the timezone, the working days, the
number of hours daily.
❏ Can have multiple business hours for different teams

109
Holidays

❏ Sets the holidays that your business will be off in – can have
multiple holidays
❏ Holidays can be associated with 0 or more business hours
❏ Business hours and holidays impact when case escalation
rules are triggered (Support info)

110
Holidays

111
Language Settings

❏ Can add or remove

languages from the
Available Language list. It
determines which
languages can be selected.
You can enable:
❏ End User Language
❏ Platform only Language.
112
Domain Management

Domain Management let’s you define your own Org

custom Salesforce Domain. Your domain name lets you
highlight your brand and makes your org more secure.
By having a domain, you will be able to login by using your
own custom domain name, for example,
mycomp.my.salesforce.com, instead of logging-in using
login.salesforce.com.

113
Domain Management

Once you Click on “Register Domain”, the

registration will be pending
You will receive a mail.

114
Domain Management

And the new domain is now Click to “Click here to Login”

ready for testing: to test the new domain, you will
login using the existing
username and password, but on
the new domain. If this is the
first login, you should verify
your Mobile Phone number.

115
Domain Management

Once you login, you can deploy

to Users. Click on “Deploy to
Users”, you will get the below
warning:

116
Domain Management

❏ Once deployed, users can Once the new domain name

login using the new deployed to users, you can’t
Domain: reverse it. Only Salesforce
Support can change it
afterwards.

117
Domain Management

118
Salesforce Technical Terms

119
Types of Application

In Salesforce we have two types of Application.

❏ Classic
❏ Lightning

120
Salesforce Technical Terms

❏ Object: In regular database we called objects and we

store data into it. But in salesforce we called it as object
❏ Tab : It is an interface between user and application
❏ Field : Fields are nothing but columns in database
table but in salesforce columns are called as fields.

121
4 Data Models
CRM Application
Creating an First App

Login in to your salesforce Account.

Click on setup.
Setup
| Apps
| App Manager
|New Lightning App
123
 Creating an First App

❏ From the Home tab in Setup, enter App in the Quick Find box,
then select App Manager.
❏ Click New Lightning App.
❏ Walk through the Lightning App Wizard, creating an app with
these parameters.
❏ Click Save and Finish to exit the wizard.
124
Creating an First App

❏ From the App Launcher (App Launcher icon), find and

select Bike Rental.
❏ Check out the new app!
❏ It’s got all the custom branding you gave it: a custom
icon in the upper left and the custom color you assigned
to it. 125
And tables to compare data

126
Creating an First App

127
Creating an First App

128
Creating an First App

129
Creating an First App

130
Creating an First App

131
Creating an First App

132
What is an Object?

❏ Every object will have a field and a record. Force.com

database is like a relational database table which
stores a certain type of information in its field and
records.
❏ In Salesforce Objects, Fields are corresponded as
Columns and records are corresponded as Rows.
133
Salesforce Objects

How many ways we can create the object?

In 3 ways we can create the object
1. Standard Navigation
2. Schema Builder
3. Metadata SOAP API web service
Object falls on which part of MVC?
Model 134
Types of Object in Salesforce
❏ Standard Objects
❏ Custom Objects.
Standard Objects:
Standard Objects are the one which are created by Salesforce.com by
default. Example:- Chatters, campaign, Leads, Contacts, Opportunities and
so on.
Custom Objects:
Custom objects are those which are created by Salesforce user and the API
name is suffixed with __C.
135
Types of objects in Salesforce

In Salesforce we find everything in the form of component.

When we talk about components in salesforce we have two
types of components they are
❏ Standard Components
❏ Custom Components

136
Types of objects in Salesforce

Standard Component Custom Component

Available in Salesforce by default Created by User in Salesforce.com

Cannot be created Can be created

Can be viewed Can be viewed

Can be modified but to a certain extent Can be modified to any extent.

Standard Components can not be deleted Custom components can be deleted.

Ex:- Report, Object, Field, Vf pages, Workflow Rules etc.

137
Create Salesforce custom objects

❏ Custom objects are the new objects which is created to

store some unique information to our organisation.
❏ Let us see how to create Salesforce Custom Objects.
❏ To create Salesforce custom object, navigate to Setup
Home → Create | Custom Objects.

138
Create Salesforce custom objects

139
Create Salesforce custom objects

140
Create Salesforce custom objects

Step 1: Enter object Label Step 4: Context Sensitive help:

for Every object salesforce provide help for this page
Objects are displayed on the user
Interface with object Label. when we click on the link which document should be
opened is defined using this setting.
Step 2: Enter the plural object
When we select the standard Salesforce.com is
When we create a tab for this object ,
selected salesforce standard document will be opened.
label that should be displayed on the tab is
open window using visualforce page:
called plural label.
we can create our own visualforce page as a help.
Step 3:Enter Object Name
If you want to refer to object
Programatically we use object name. 141
Create Salesforce custom objects

Step 5: Record Name Label and Data Step 6:

Type Allow reports: We can create reports.
It is an required field created by Allow Activities: we can create event
salesforce. and Task
It is of two type 1. Text 2. Auto Track field history : we can track the
Number. changes happen to this object.
Allow in chatter group : we can create
chatter group on this object.
142
 Create Salesforce custom objects

Step 7: Object classification: Step 8: Deployment status

if we enable this three options it is an In Deployment:
Enterprise application objects If we enable this option only
if we disable any one of the object it is administrator will be able to access
an Lightning application object this object.
Deployed : Any user in the
organization can access this object
based on security model.
143
Create Salesforce custom objects

Step 9: Allow search:

Content of this object can be searched.
Step 10: Object creation option:
These options can be enabled or disabled only at the time of
creating the object.

144
Creating a Salesforce custom object

145
Creating Salesforce custom Object

146
Create Salesforce Custom Object

147
Creating a Salesforce custom object

Click on Save Button.

148
Salesforce Fields

❏ Fields are nothing but the columns in the regular database.

❏ When we talk about fields in Salesforce there are two types of
fields they are
❏ Standard Fields
❏ Custom Fields
❏ Standard Fields:
❏ These are the fields which are created by the salesforce,
❏ These fields cannot be deleted.
❏ We can customize the fields.
❏ Some of the standard fields are called as System fields.
149
 Salesforce Fields

❏ Example:
❏ The four Standard fields get created when an object is created is:
❏ Name
❏ Owner
❏ Created By
❏ Last Modified By
System Fields:
❏ These fields are created by salesforce and updated by salesforce.
❏ There are 7 system fields
150
Salesforce Fields

❏ ID:
❏ Salesforce by default creates 15 character unique ID for every record.
❏ Salesforce will recognize the record using this ID.
❏ First three characters of ID will represent the object.
❏ Last four character of ID will represent the Record.
❏ 15 character Id is a case-sensitive.
❏ By adding three more character it will become case-insensitive(18
characters)

151
 Salesforce Fields

isDeleted:
❏ Whenever we delete any record, value of isDeleted field is
set to True.
❏ When the record is deleted it will be in the object for 15
days.
❏ After 15 days records are permanently deleted.
CreatedById:
152
This field will create 18 character Id of the user who created this
Salesforce Fields

❏ LastModifiedById:
❏ This field will store 18 characters Id of the user who
lastly modified this record.
❏ CreatedDate:
❏ This field will store date and time when the record
was created.
❏ LastModifiedDate:
❏ This field will store date and time when the record 153
Salesforce Fields
❏ SystemModStamp:
❏ The field will store date and time when the record was
lastly modified manually or programmatically.
❏ System Audit fields:
❏ CreatedById
❏ LastModifiedById
❏ CreatedDate
❏ LastModifiedDate
❏ SystemModStamp
154
Custom Fields

❏ These fields are created by the user to meet his

organisational business requirements.
❏ Salesforce has defined predefined data types to create
the custom fields.
❏ Date: This field will store a Particulars in the
calendar.
❏ DateTime: This field will store date and time from
the calendar. 155
Custom Field Data Types

Text: TextArea(Long):

1. Format : AlphaNumeric 1. Format : AlphaNumeric

2. Max Length : 1,31072
2. Max Length : 255 Characters
3. Default : 32,768
3. Single/Multiple : Single Line
3. Single/Multiple : Multiple Lines
TextArea:
TextArea(Rich):
1. Format : AlphaNumeric 1. Format : Formatted Data
2. Max Length : 255 Characters 2. Max Length : 1,31072
3. Single/Multiple : Multiple Lines 3. Default : 32,768
3. Single/Multiple : Multiple Lines 156
Custom Field Data types

Number: Percent:
Format : Combination of Format : This will add %
digits with or without decimal symbol after data.
Max Length : 18 combination of digits
Characters(Length of Integer + with or without decimal
Length of Decimal) Max Length : 18
10000.234 (5+3)==>8 Characters(Length of Integer +
Length of Decimal)
157
 Custom Field Data types
Phone :
Currency:
Format :Phone Format
Format : Combination of
(040)-12333
digits with or without decimal
+91-83234767
Max Length : 18 Characters(Length
of Integer + Length of Decimal) Email :
Geolocation : This will store Format : This will accept
longitude and latitude. email-id
URL : This will store url of Checkbox : This will store
webpage. true or false. 158
Custom Field Data types

Picklist: Used to select the Picklist (Multi Select):

options from the list. How many options:150
Picklist Value sets: Global Length of each option: 40 char.
picklist value sets let you share
Length of all options together:1500
the values across objects.
Char.
Picklist (Multi Select): we can
How many options we can select:
select more than one option at a
100
time.
159
Standard Fields

160
Custom Field Navigation

161
Custom Fields

162
Custom Fields

When creating new custom field we have to choose the field

types. In Salesforce.com we have the following field types.

163
Custom Fields

❏ Select the object which

you already created say
Pharma App.
❏ Select Field & Relationship

164
Custom Fields

Now we are going to create a

new Custom Field price.
Click Field & Relationships
which is in the left side and
click New button on the top.
Step 1: Choose the field type
called Currency.
Click Next button.
165
Custom Fields

Step2 : Enter the details like

Field label, Length, Field Name.
Click Next button after you
enter the field details.

166
Custom Fields

Step3: Establish field-level

security. Leave it as it is and
click Next button. We will
discuss security topic later.

167
Custom Fields

Step 4: Now add to page layout

to which this field is to be
visible.
Step 5: Finally click on save
button. Alright successfully we
have created Salesforce Custom
field. To check our how custom
field will appear in UI.
168
Custom Fields

169
Custom Fields

170
Salesforce Object Relationships

❏ Salesforce Object relationships is nothing but a two way

association between two Objects.
❏ One Object record information is linked in another object
record.
❏ In Salesforce.com, Object Relationships is created between
two Object.

171
Salesforce Object Relationships

❏ Here the custom field of an Object record contains a link

in another object record.
❏ To build many custom object in Salesforce.com,
relationships plays a major role.
❏ In Salesforce.com, Relationships are used to fetch data
from other object records. Here the parent ID is stored in
pre-defined relationship.
172
Parent and Child Relationship

One Manager can handle multiple positions, But one position

cannot have multiple Hr Manager(Hiring Manager)

One Manager can have multiple employees but one employee cannot
have more than one Manager.
173
Parent and Child Relationship

There can be multiple Job Applications for one position but

through one job application we cannot reference to multiple
position.

Create a Relationship between Hiring Manager and Position.

Create Job Application object then create a relationship between
Job Application and Position.
174
Relationships

175
Types of Object Relationships

Relationship is divided into two

types:
One to Many(1:M) :
❏ One parent record is associated to
many child records. It forms a
parent- child relationship.
❏ A parent object can have many child
object but child object can have only
one parent object.
176
Types of object Relationship

One to Many(1:M)
❏ Lookup Relationship
❏ Master-Detail Relationship
❏ Hierarchical Relationship

177
Lookup Relationship

❏ Lookup relationship is a one type of relationship which form

loose bond relationship between Parent object and Child object.
❏ In lookup Child record need not be associated to a parent.
❏ No Cascade record deletion happens.
❏ Lookup field is not required on the page layouts of the detail
object.
❏ No Rollup summary fields can be created in Lookup relationship.
❏ Does not inherit any settings from it’s parent record.
178
Creating Lookup reference

❏ Lookup relationship is a one to many relationship

created between two object and the bonding formed
between the object is “loose bonding”.
❏ Setup → Platform Tools → Objects and Fields →
Object Manager.
❏ click on Child object → Field and Relationship →
New→ Lookup relation.
182
Creating Lookup reference

183
Creating Lookup reference

Selecting Related to Object

184
Creating Lookup reference

Now select Child object. Here

we selected visit as child object
Enter Field label, Field Name
and click on Next button. .

185
Creating Lookup reference

Establishing Field Level

Security for reference field.
Make sure the
Field level Security is visible for
all profiles. Now click on Save
button.

186
Creating Lookup reference

Select the Page layout for child

object field.
Click on Next button.

187
Creating Lookup reference

Adding custom related lists.

Click on Save button as shown
above. Now successfully we
have created lookup
relationship in salesforce.

188
Creating Lookup reference

Now open Sample object detail

page and we find create lookup
relationship between Sample
object and Visit object is created
in salesforce.

189
Testing Lookup relationship

Go to Sample Object and create a new Sample

record.

190
Testing Lookup relationship

191
Master-Detail Relationship

❏ Master-Detail relationship is a one type of relationship

which form tight bond relationship between Parent object
and Child object.
❏ Child records should always associated to a parent they can
not remain orphan.
❏ Cascade record deletions. When a parent object record is
deleted all it’s child records get deleted automatically.
192
Master-Detail Relationship

❏ Standard objects cannot be a detail object(Child object). ex:

Account cannot be detail object.
❏ The master-detail relationship fields is required on the page layouts
of the detail object.
❏ Roll-up Summary fields can be created on Master object(Parent
Object.)
❏ Child record inherits all security and sharing settings from it’s
parent record.
193
Master -Detail Relationship

194
Master-Detail Relationship
❏ It is a datatype of a field.
❏ It is used to establish one - to-many relationship between two objects.
❏ It is a required field.
❏ It can be created only on custom object.
❏ It can be created on those custom object in which does not have any data .
❏ Object in which we have created Master-Detail field, object is called
Child/Detail object.
❏ The referring object is called Master Object.
❏ In the Master-Detail field 15 character ID of master record will be stored..
❏ While displaying it will display name field of the master record.

195
Master-Detail Relationship

❏ If we create Master-Detail field on a object, it will

not have any owner.
❏ Owner of the master record is the owner of the child
corresponding child record.
❏ If you delete master-record child record will be
deleted.
❏ If you undelete master-record and child records also
undeleted. 196
Master-Detail Relationship

197
Access Level in Master - Detail

198
Master-Detail Relationship

We can create only two master -detail fields on a object.

Can child object be a master to other object ?(upto three

levels)

199
Master-Detail Relationship

Object which has two master on it, cannot be a parent to any

other objects.

Maximum Structure is

200
Creating Master-Detail Relationship

❏ Creating Master Detail relationship in Salesforce is very

easy.
❏ Now we are going crate 1:m relationship between Pharma
product and Samples.
❏ Here Pharma Product is Parent object and Samples is
Child Object.

201
Creating Master-Detail Relationship

Click-->Setup-->object and Fields→ Object Manager.

Scroll down and click on Samples.
From the left hand side click on Fields and
Relationships→ New.
Select the Field Type as Master-Detail Relationship.

202
Creating Master-Detail Relationship

203
Creating Master-Detail Relationship

204
Creating Master-Detail Relationship

205
Creating Master-Detail Relationship

206
Creating Master-Detail Relationship

207
Creating Master-Detail Relationship

208
Testing the Master-Detail Relationship

209
Testing the Master-Detail Relationship

210
Hierarchical Relationship

❏ Trying to establish relationship

between user to user is called
Hierarchical Relationship or one -
to-one relationship.
❏ I can create Hierarchical
relationship only on user object.
❏ Goto Setup→ Home→ Object
Manager→ User→ Fields &
Relationships→ New→
211
Hierarchical Relationship

❏ Enter the Label name for the

lookup field by entering the field
Label,field name and child
relationship name as HR Manager.
❏ Click Next.
❏ Establish the field level security
for reference field by enabling the
visible option and click Next
button.
❏ Click Save Button.
212
Hierarchical Relationship

❏ To test it Goto Setup→ Home→

Users→ Users→ New Users.
❏ Scroll down in Additional
Information you can see the HR
Manager Field added.
❏ By clicking the Magnifier icon
select the User as HR Manager
and click on save.
213
Many - Many Relationship

❏ One record of One object is linked to multiple

records of another object and vice versa.
❏ In Salesforce.com, We create Many-to-Many
Relationship by creating two master-details
relationship with a common Junction Object.
❏ What is a Junction object?

214
Many - Many Relationship

❏ What is a Junction Object?

❏ It is a custom object which is use to link one instance of a
record to many child records and many child records to on
records equally.
❏ Example:
❏ The relationship between a company and a Customer is
many to many relationship because a company can sell a
product to multiple customers and a customer can purchase
a product from multiple companies. 215
Many - to - Many Relationship

216
 Many-to-Many Relationship

Any custom object with two Master -Detail field on it is

called Junction Object.
It will maintain many to many relationship.
First Master-Detail field created is called Primary Master.
Second Master-Detail field created is called Secondary
Master.
Look and feel and ownership is inherited from Primary
217
Many - to Many Relationship

❏ If you delete any one of the Master record, corresponding

child record will also be deleted.
❏ If any master record has more than 200 child records it
cannot be deleted.
❏ Junction Object cannot be a parent to any other object using
Master-Details.

218
Many to Many Relationship

In Many to Many Relationship, one record of One object is

linked to multiple records of another object and vice versa.
We don’t have any Many-to-Many relationship field in
Salesforce.
We create Many-to-Many Relationship by creating two
master-details relationship with a common Junction Object.
Junction object is the key term used while creating Many to
Many Relationship.
219
Many to Many Relationship

When we want to create Many to Many Relationship we

required Junction object. So we are going to take three
objects.
1. Position
2. Job Posting
3. Employment Website

220
 Many to Many Relationship

Step 1: Click Setup

Step 2: Click the Object Manager and
create the Employment Website, Job
Posting, and create the Custom Fields.
Step 3: Create a new object as Job Posting
which is a Junction Object for creating
Many-to-Many Relationship between
Postion and Employment Website.
221
 Many to Many Relationship

After creating Junction Object (Job

Posting), first, we have to create Master-
Detail relationship between Position and
Job posting.
Select a Job Posting, select the Field &
Relationships in the details tab, and click
"New" and select the Master-Detail
Relationship and click "Next".
222
Many to Many Relationship

223
Many to Many Relationship

Enter the Field Label and Name Make visible all the field level
for the lookup and click "Next". security and click "Next".

224
 Many to Many Relationship

Add the reference field to the "Page Now, add a custom related list.
Layout".

225
Many to Many Relationship

Next, we have to create Master-Detail

relationship between Employment
Website and Job posting.
Select a Job posting, select the Field
& Relationships in the details tab and
click New, select the Master-Detail
Relationship, and click "Next".

226
 Many to Many Relationship

Select the related to object as Enter the Field Label and Name
Employment Website and click "Next". for the lookup and click Next,

227
 Many to Many Relationship

Make visible all the field level security Now, Master – Detail Relationship is
and click Next, created between Posting with Job
Posting and Employment Website.

228
Many to Many Relationship

229
 Many to Many Relationship

Now we can verify the Many to Many

Relationship between Position and
Employment website with the Job
posting (Junction object) through App
Launcher.
Select the New Employment website
from Recruitment App and enter the
Employment website details, click save.
230
 Many to Many Relationship

Now we can add new Job Posting from Select the Position, from
Recruitment App, used in the concept of Position object and Select the
Many to Many relationship, website from Employment
website and click Save.

231
Topic Covered

Schema Builder

232
Schema Builder

What is a Schema Builder?

Schema builder salesforce is a pictorial representation of all objects,
fields and their relationships in Salesforce.com.
It provides a dynamic environment to view and modify all the
objects and their relationships.
To Access the Schema Builder
Select setup Home → object and Fields → Schema
Builder. 233
Schema Builder

In Salesforce Schema Builder

we have different options like
Auto layout, View Options,
Elements and Objects.
Schema Builder displays all
standard and custom objects in
our organisation.

234
Schema Builder

We have many option to view object like All Objects, Selected

Objects, Standard Objects, Custom Objects, System Objects.
Depending upon our requirement we can select the objects
that to be displayed.
When we select custom objects it displays all object in
pictorial representation as shown below.

235
Schema Builder

236
Thanks!
Any questions?

You can find me at @raaki

237