Salesforce complete overview

2 April 20, 2015
Contents
Cloud Computing Technology Concept
What is Salesforce.com?
Salesforce on-Demand Concept
Salesforce Real Time Cloud
Salesforce.com CRM Editions
Create login in Salesforce Developer Edition
Salesforce CRM Application Overview
Personal, App & Admin Setup Controls
Configuration & Customization Controls
Analytics – Reports & Dashboards
Force.com Platform Fundamentals
Salesforce Editions Comparison
Salesforce Advantages vs. Limitations
Revision of Customizations and Development
FAQs and Project description

3 April 20, 2015
Cloud Computing Technology Concept
 What is Cloud Computing?
 Cloud computing is the use of computing resources (hardware and
software) that are delivered as a service over a network (typically the
Internet).
 Cloud computing provides the facility to access shared resources and
common infrastructure, offering services on demand over the network to
perform operations that meet changing business needs.
 It also provides facilities for users to develop, deploy and manage their
applications ‘on the cloud’, which entails virtualization of resources that
maintains and manages itself.

4 April 20, 2015
Our Mission: Resource, Infrastructure & App Sharing
1960’s
Mainframe
1980’s
Client/server
Today
Enterprise Cloud
Computing

5 April 20, 2015
Applications Moving to the Cloud
Today
Cloud Computing
Applications
1960’s
Mainframe
1980’s
Client/server

6 April 20, 2015
Platforms Moving to the Cloud
1960’s
Mainframe
1980’s
Client/server
Today
Cloud Computing
Platforms

7 April 20, 2015
The Cloud Computing Model: Right for These Times
Multi-Tenant:
Pay As You Go:
Elastic:
No Capital Expenditure
Predictable Operating Costs
Scales With You

8 April 20, 2015
What is Salesforce.com?
 It’s an online web-based Customer Relationship Management (CRM)
service from Salesforce.com company. As with all CRM software, it
captures and organizes communications and information from current or
prospective customers from many departments across a company.
 Salesforce.com CRM is based on multitenant architecture. It means
multiple customers sharing common technology and all running on the
latest release, much like Amazon.com or Google.
 With multitenancy, you don’t have to worry about application or
infrastructure upgrades—they happen automatically. In fact, multitenancy
lets companies focus on managing CRM, not managing technology.

9 April 20, 2015
Salesforce on-Demand Concept
Cloud ComputingClient / Server
& App Server Platforms
Mainframe
Platforms
Notes
21st
Century Platforms
Late 20th
Century Platforms
Mid 20th
Century Platforms

10 April 20, 2015
The Real-Time Cloud
The world’s most complete cloud applications
(software-as-a-service)
The fastest way to build apps on a cloud platform
(platform-as-a-service)
Real-time cloud infrastructure
(infrastructure-as-a-service)

11 April 20, 2015
Force.com is Cloud Computing for the Enterprise
YOU
get to focus on innovation
We do
Infrastructure
Services
We do
Application
Services
We do
Operations
Services
Build your data model
Build your business logic
Build your user interface
Network
Storage
Operating System
Database
App Server
Web Server
Data Center
Security
Sharing
Integration
Customization
Web Services
API
Multi-Language
Authentication
Availability
Monitoring
Patch Mgmt
Upgrades
Backup
NOC

12 April 20, 2015
A Complete Platform to Develop in the Cloud
Database as a
Service
Create any data model
and let Force.com take
care of the
infrastructure
Database as a
Service
Create any data model
and let Force.com take
care of the
infrastructure
User Interface as
a Service
Build any user
experience for any UI
User Interface as
a Service
Build any user
experience for any UI
Development as a
Service
Tools to support the
entire development
lifecycle
Development as a
Service
Tools to support the
entire development
lifecycle
Logic as a
Service
Create powerful
business logic and
workflow
Logic as a
Service
Create powerful
business logic and
workflow

13 April 20, 2015
Why is Force.com So Much Faster?
Pre-built, tested, integrated components drive developer productivity
Multi-Device
End User
Administration
Access Control
& Audits
Database Web
Services API
Reporting &
Analytics
Workflow
Engine
Forms & Page
Layout Editor
A B D
C
Clicks Code
Java / .NET
80% 20%
20% 80%

14 April 20, 2015
Salesforce.com CRM Editions
We can download the detailed comparison chart from salesforce.com website-
-http://www.salesforce.com/assets/pdf/datasheets/DS_RightSFDC.pdf
-http://login.salesforce.com/help/doc/en/limits.htm

15 April 20, 2015
Create Login in Salesforce Developer Edition (Free)
 Fill up the registration from then click on Submit button
 You will receive a link to set your password on your given email address.
Check your email and set password.
 Navigate to http://developer.force.com/
 Click on the “free Developer Edition” link on the left hand side of the screen.

16 April 20, 2015
Login in Salesforce Developer Edition
 Navigate to – https://login.salesforce.com/
 Enter username and password then click on Login button

17 April 20, 2015
Salesforce CRM Application Overview
 What are Salesforce Standard Business Objects?

18 April 20, 2015
Salesforce CRM Application Overview

19 April 20, 2015
Personal, App & Admin Setup Controls

20 April 20, 2015
Personal, App & Admin Setup Controls (cont’d)

21 April 20, 2015
Personal, App & Admin Setup Controls (cont’d)

22 April 20, 2015
Configuration & Customization Controls
 Salesforce Standard and Custom Objects
 Standard & Custom Fields
 Data Types in Salesforce
 Relationships (Lookup & Master-Detail)
 Page Layouts & Record Types
 Validation Rules
 Workflow Rules
 Approval Process
 Profiles
 License
 Sharing Settings and Roles
 Tabs & Apps
 Packages

23 April 20, 2015
Configuration & Customization Controls (cont’d)
Salesforce Standard Objects – In concept, a standard or custom object is like a
table in database. They represent a structure to store specific type of information.
In general, Objects already created for you by Salesforce are called standard
objects. Objects you create in your organization are called custom objects.

24 April 20, 2015
Salesforce Custom Objects – Custom objects are custom database tables that
allow you to store information unique to your organization. For example, your
organization may want to create a custom object called Employee to store data for
your company’s employee.
After you define a custom object, you can:
Create custom fields.
Build page layouts
Create a custom tab
Create reports and dashboards to analyze custom object data

25 April 20, 2015
 Standard & Custom Fields

26 April 20, 2015
 Data Types

27 April 20, 2015
 Relationships (Lookup and Master-Detail)
Lookup Relationship (Loosely coupled)
This type of relationship links two objects together. Lookup relationships are similar to
master-detail relationships, except they do not support sharing or roll-up summary fields.
If we delete any object then other object is not deleted.
Master-Details Relationship (Tightly coupled)
This type of relationship closely links objects together such that the master record
controls certain behaviors of the detail and subdetail record.
When a master record is deleted, the related detail and subdetail records are also
deleted.
The security settings for the master record control the detail and subdetail records.
You can use master-detail relationships to model many-to many relationships between
any two objects.
Hierarchical Relationship
This type of relationship is a special lookup relationship available only for the user
object. It allows users to use a lookup field to associate one user with another that does
not directly or indirectly refer to itself.

28 April 20, 2015
 Page Layouts and Record Types
Page Layouts
Control which fields, related lists, and custom links users see, on detail and edit pages
only.
Control which standard and custom buttons display on detail pages and related lists.
Determine whether fields are visible, read only, or required, on detail and edit pages
only.
Record Types
Record types allow you to offer different business processes, picklist values, and page
layouts to different users based on their profiles.

29 April 20, 2015
 Validation Rules
Validation rules help improve data quality by preventing users from saving incorrect
data. You can define one or more validation rules that consist of an error condition and
corresponding error message.
Validation rules are executed at record save time. If an error condition is met, the save
is aborted and an error message displayed.
.

30 April 20, 2015
 Workflow Rules
 Automate your organization’s standard processes by configuring workflow rules.
 Workflow automates the following types of actions based on your organization's
processes:
- Tasks—Assign a new task to a user, role, or record owner.
- Email Alerts—Send an email to one or more recipients you specify.
- Field Updates—Update the value of a field on a record.
- Outbound Messages—Send a secure, configurable API message (in XML format) to a
designated listener
Real-Time Workflow
Time-Based Triggers
Approvals
Formula-based
Outbound Messaging
Automated Business Rules
through Point-and-Click Workflow

31 April 20, 2015
 Approval Process
 An approval process is an automated process your organization can use to approve
records in Salesforce. An approval process specifies the steps necessary for a record
to be approved and who must approve it at each step.
 An approval process also specifies the actions to take when a record is approved,
rejected, recalled, or first submitted for approval.
Request
Approval Approve
Send to
Accounting
Yes
Send Back
No Action
For 2 Days
Escalate
No
Approve

32 April 20, 2015
 Profiles
 A profile contains user permissions and access settings that control what users can
do within their organization.
 Standard profiles
o System Administrator
o Standard Platform User
o Standard User
o Customer Portal User
o Solution Manager
o Marketing User
o Contract Manager
o Read Only
o Chatter Only User
o Site.com Only User
 Custom Profiles
- Custom profiles are just a clone of standard profiles with some customized settings
and permissions.
 For more details - http://ap1.salesforce.com/help/doc/en/standard_profiles.htm

33 April 20, 2015
 License
A user license entitles a user to different functionality within Salesforce and determines
which profiles and permission sets are available to the user.
Salesforce License Types
oSalesforce
oSalesforce Platform
oForce.com - One App
oChatter Free
oChatter Only

34 April 20, 2015
 Sharing Settings & Roles
Field, Object and Record-Level Control
Sharing Across CRM and Custom Apps
Point and Click Permissions
Custom Sharing Rules Across Roles,
Profiles, and Channels
Integrated with API, Reporting & Search
Integrated With Single Sign-on
Flexible Data Sharing
with Point-and-Click Rules

35 April 20, 2015
 Sharing Settings
In Salesforce, you can control access to data at many different levels. For example,
you can control the access your users have to objects with object permissions. Within
objects, you can control the access users have to fields using field-level security. To
control access to data at the record level, we use sharing settings
Your organization-wide default sharing settings give you a baseline level of access
for each object and enable you to extend that level of access using hierarchies or
sharing rules.
For more details visit -http://ap1.salesforce.com/help/doc/en/users_understanding_license_types.htm
http://ap1.salesforce.com/help/doc/en/sharing_model_fields.htm
 Roles
 Depending on your sharing settings, roles can control the level of visibility that users
have into your organization’s data. Users at any given role level can view, edit, and
report on all data owned by or shared with users below them in the hierarchy, unless
your organization’s sharing model for an object specifies.
 All users that require visibility to the entire organization should belong to the highest
level in the hierarchy.

36 April 20, 2015
 Custom Tabs, Custom Apps and Packages
Custom Tabs
A custom tab is a UI component you create to display custom object data or other web
content embedded in the application.
Custom Apps
An app is a group of tabs that works as a unit to provide functionality.
Users can switch between apps using the Force.com app drop-down
menu at the top- right corner of every page
Packages
A package contains components such as apps, objects, reports, or email templates.
These packages can be uploaded to share with others privately or posted on Force.com
AppExchange to share publicly. There are two types are packages managed and
unmanaged

37 April 20, 2015
Analytics – Reports & Dashboards
Real-Time Updates
Real-Time Updates
Real-Time Analytics
Real-Time Visibility with
Easy to Create Reports
Customizable by Business Users
Real-Time Reporting
Integrated Analytics Across All Apps
Security Controls
Mobile Access
Email Dashboard Delivery

38 April 20, 2015
Analytics – Reports & Dashboards (cont’d)
 Reports
A report returns a set of records that meets certain criteria, and
displays it in organized rows and columns. Report data can be filtered,
grouped, and displayed graphically as a chart. Reports are stored in
folders, which control who has access.
• Tabular report
• Summary report
• Matrix report.

39 April 20, 2015
The Interactive Report Builder Interface

40 April 20, 2015
Analytics – Reports & Dashboards (Cont’d)
 Dashboards
Dashboards are graphical representation of reports. Dashboards can
be generated for summary or matrix reports (and not for tabular reports).
Dashboards display data as per last time report was run.
Table Good for showing top five, bottom five lists.
Gauge Used to show progress towards a goal
Metric Shows a single number
VisualForce page used to pull data from other sources

41 April 20, 2015
Dashboards Types

42 April 20, 2015
Force.com Fundamentals
Model View Controller Pattern

43 April 20, 2015
Force.com Fundamentals (cont’d)
MVC Breakdown

44 April 20, 2015
Sample of Visualforce Page

45 April 20, 2015
Force.com Fundamentals
Visualforce System Architecture - Development Mode

46 April 20, 2015
Visualforce System Architecture - Standard User Mode

47 April 20, 2015
Sample of Apex Code

48 April 20, 2015
Apex is compiled, stored, and run entirely on the Force.com platform.

49 April 20, 2015
Salesforce Editions Comparison Chart

50 April 20, 2015
Salesforce Advantages vs. Limitations
 Advantages
 Lower Cost, Faster, Higher Quality
 High scalability, Any-Time Service
 Low down time
 Limitations
 Data Protection
 Not best fit for small size companies
 Governor limits

51 April 20, 2015
Thank You
Any Question ?

Salesforce complete overview

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