Salesforce complete overview

Salesforce

2 April 20, 2015

ContentsCloud Computing Technology ConceptWhat is Salesforce.com?Salesforce on-Demand ConceptSalesforce Real Time CloudSalesforce.com CRM EditionsCreate login in Salesforce Developer EditionSalesforce CRM Application OverviewPersonal, App & Admin Setup ControlsConfiguration & Customization ControlsAnalytics – Reports & DashboardsForce.com Platform Fundamentals Salesforce Editions Comparison Salesforce Advantages vs. LimitationsRevision of Customizations and DevelopmentFAQs and Project description

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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.

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Our Mission: Resource, Infrastructure & App Sharing

1960’sMainframe

1980’sClient/server

TodayEnterprise Cloud

Computing

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Applications Moving to the Cloud

TodayCloud Computing

Applications

1960’sMainframe


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Platforms Moving to the Cloud

1960’sMainframe


TodayCloud Computing

Platforms

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The Cloud Computing Model: Right for These Times

Multi-Tenant:

Pay As You Go:

Elastic:

No Capital Expenditure

Predictable Operating Costs

Scales With You

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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.

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Salesforce on-Demand Concept

Cloud ComputingClient / Server& App Server Platforms

Mainframe Platforms

Notes

21st

Century PlatformsLate 20th

Century PlatformsMid 20th

Century Platforms

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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)

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Force.com is Cloud Computing for the Enterprise

YOU get to focus on innovation

We doInfrastructure

Services

We doApplication

Services

We doOperations

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

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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

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Why is Force.com So Much Faster?Pre-built, tested, integrated components drive developer productivity

Multi-DeviceEnd User

AdministrationAccess 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%

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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

http://www.salesforce.com/assets/pdf/datasheets/DS_RightSFDC.pdf

http://login.salesforce.com/help/doc/en/limits.htm

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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.

http://developer.force.com/

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Login in Salesforce Developer Edition

Navigate to – https://login.salesforce.com/

Enter username and password then click on Login button

https://login.salesforce.com/

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Salesforce CRM Application Overview

What are Salesforce Standard Business Objects?

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Salesforce CRM Application Overview

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Personal, App & Admin Setup Controls

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

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

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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

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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.

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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 layoutsCreate a custom tabCreate reports and dashboards to analyze custom object data

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Standard & Custom Fields

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Data Types

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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 RelationshipThis 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.

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Page Layouts and Record Types

Page LayoutsControl 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 TypesRecord types allow you to offer different business processes, picklist values, and page layouts to different users based on their profiles.

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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.

.

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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

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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

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Profiles A profile contains user permissions and access settings that control what users can

do within their organization. Standard profileso System Administratoro Standard Platform Usero Standard Usero Customer Portal Usero Solution Managero Marketing Usero Contract Managero Read Onlyo Chatter Only Usero 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

http://ap1.salesforce.com/help/doc/en/standard_profiles.htm

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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 TypesoSalesforceoSalesforce PlatformoForce.com - One AppoChatter FreeoChatter Only

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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

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Sharing SettingsIn 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 settingsYour 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.

http://ap1.salesforce.com/help/doc/en/users_understanding_license_types.htm

http://ap1.salesforce.com/help/doc/en/sharing_model_fields.htm

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Custom Tabs, Custom Apps and Packages

Custom TabsA custom tab is a UI component you create to display custom object data or other web content embedded in the application.

Custom AppsAn 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

PackagesA 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

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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

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Analytics – Reports & Dashboards (cont’d)

ReportsA 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.

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The Interactive Report Builder Interface

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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

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Dashboards Types

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Force.com Fundamentals

Model View Controller Pattern

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Force.com Fundamentals (cont’d)

MVC Breakdown

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Sample of Visualforce Page

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Force.com Fundamentals

Visualforce System Architecture - Development Mode

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Visualforce System Architecture - Standard User Mode

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Sample of Apex Code

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Apex is compiled, stored, and run entirely on the Force.com platform.

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Salesforce Editions Comparison Chart

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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

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Thank You Any Question ?

Salesforce complete overview

Technology

Transcript of Salesforce complete overview