Getting Started with SalesForce CRM
SalesForce Developer Track Certification Preparation Guide II
Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses on basic #e$words, %ata &anagement Tools, Storage %ata and 'PI based tools. (oin o r pro!essional training program and learn !rom e)perts.
History:
Version Date "#$ "#$ Description Change Initial Draft 'evie()$ uthor Pu!lish Chandra Prakash Shar%a $"th Dec &$"& %it Shar%a $"th Dec &$"&
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Contents
,ontents.......................................................................................................................... How To .se .psert In Sales"orce ................................................................................... / %ata &anagement Tools ................................................................................................. 0 'nal$tic Snapshots....................................................................................................... 0 %ata Import 1i2ard in Sales"orce ................................................................................3 Import data in three eas$ steps ................................................................................3 How To import data b$ Import %ata 1i2ard ..............................................................*4 Import 1i2ard !or 'cco nts5,ontacts.........................................................................*6 ...................................................................................................................................... +* .................................................................................................................................. +* Import 1i2ard ............................................................................................................ +* Import Sol tions ........................................................................................................ +6 Import , stom 7b8ects............................................................................................... +9 E)port %ata ............................................................................................................... -How to ta#e E)port data in Sales"orce :..................................................................-E)port ;ow:............................................................................................................. -Sched le E)port:..................................................................................................... -< Storage .sage............................................................................................................ -0 &ass Trans!er =ecord ................................................................................................ -9 How to go &ass Trans!er =ecords :.........................................................................-9 &ass %elete =ecord in Sales"orce :............................................................................-3 How to go &ass %elete =ecords :...............................................................................-3 %ata >oader in Sales"orce.com................................................................................../+ How to download %ata >oader E)e !ile !rom Sles!orce.com : ................................./+ &ass Trans!er =ecords................................................................................................ /&ass %elete =ecords.................................................................................................. // State and ,o ntr$ Pic#lists......................................................................................... /< S7'P 'PI :................................................................................................................... /0 =EST 'PI :................................................................................................................... /9
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Ho( To *se *psert In SalesForce
.psert se to ,reates new records and pdates e)isting records. In most cases, b$ sing psert?@ avoid creating nwanted d plicate records. 'vailable in the 'PI version 0.4 and later. Ao can process records !or one more than ob8ect t$pe in an create?@ or pdate?@ call, b t all records m st have the same ob8ect t$pe in an psert?@ call. *psert use in Data +oader : Ao can see below .,SB !ile !or ploading data. there is two t$pe data !ist is with id this data se !or pdate data and second is new !resh data it is new record !or insert in sales!orce.com.
Step $ :,
7pen %ata >oader on client machine then select *psert b tton.
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Select Sales"orce 7b8ect ;ame, choose ,SB !ile and clic# to ;e)t b tton.
Then $o got &essage bo) ,lic# to 7C b tton.
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Step - :,
,lic# on the .e/t b tton.
Step 0 :,
There $o can see new window clic# on Create or 1dit a 2ap b tton, then show new screen clic# on uto,2atch Fields to ,ol mns and clic# to 34 b tton a!ter that clic# to .e/t b tton.
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Step 5 :,
,lic# to 6ro(se b tton and give an$ path !or save S ccess or Error log !ile . then clic# to Finish b tton.
'!ter that $o receive one message window there $o can see s ccess or Error !ile, Then clic# to o# b tton.
Data 2anage%ent Tools
nalytic Snapshots
'nal$tic snapshots allow sers to r n reports and save the report res lts as records on c stom ob8ects. - = nning !aster reports b$ reporting on data that is alread$ s mmari2ed. - ,reating dashboards that re!resh D ic#l$ b$ associating them with pre-s mmari2ed data. - Sorting and !iltering speci!ic data s mmaries via list views. - Biewing trends in data via c stom ob8ect records.
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Step $ :, ,lic# on .e(
nalytic Snapshot b tton.
Step & :, "ill all &andator$ !ieldEs and clic# to Save b tton.
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Step -:, '!ter then map the !ield clic# on 1dit b tton in Field 2apping. then sched le anal$tic snapshot clic# on 1dit b tton.
Data I%port 7i8ard in SalesForce
The %ata Import 1i2ard provides a G.I Inter!ace, Easil$ import data on Sales"orce. It is a web based tools. %ata Import 1i2ard provides a ni!ied inter!ace thatEs $o import a n mber o! standard Sales"orce ob8ects, sol tions, leads, contacts, and incl ding acco nts. The wi2ard also lets $o import c stom ob8ects.
I%port data in three easy steps
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Ho( To i%port data !y I%port Data 7i8ard
,lic# to Setup F Data 2anage%ent F Data I%port 7i8ard clic# on this lin# then $o can see %ata Import 1i2ard on this page go to down and see >a nch 1i2ardG b tton clic# on this b tton.
Step $ :,
'!ter clic# on +aunch 7i8ard9 b tton, then $o have seen new screen there is two option *. Standard ob8ect +. , stom ob8ect - ,lic# on Custo% 3!:ect a!ter then $o can see c stom ob8ect Tab list -. choose c stom tab an$one. - '!ter clic# on , stom Tab then $o can see new list /. there is three option select an$ one, ?"or e) :- I will select 'dd new =ecord @ - '!ter clic# on dd ne( records link $o can see new list 6. There is three option select an$ one, ?I will select ,SB !irst option@
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Then select ,SB option and clic# to 6ro(se b tton and select $o r .,SB !ile. and clic# to .e/t b tton.
Step & :,
'!ter ,lic# to ;e)t b tton Then $o can see new page it called 1dit 2apping page, i! $o want to mapped $o r !ields ,i! need to change mapped !ield clic# on Change lin# a!ter that open new pop bo) select $o r mapped !ield and clic# to %ap b tton. Then $o clic# on .e/t B tton.
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Step - :,
'!ter that $o can see, $o r selections list, $o r import will incl de, and mapping list. '!ter then clic# on Start i%port b tton.
Step 0 :,
'!ter ,lic# on Start import b tton then $o can see &essage bo) clic# on 7# b tton
'!ter clic# on o# b tton then $o can see new screen !or related Biew the details o! a b l# data load 8ob, there $o can see all in!ormation abo t ploaded !ile and $o can all show chec# stat s. www.bispsol tions.com Page *www.bisptrainigs.com www.h$periong r .com
I! $o want see $o r recodes ,lic# on , stom Tabs?E) :- Bac# o!!ices@ and clic# to Go b tton, $o can see that bellow.
.ote :, 'll so send lin# on mail b$ Sales!orce.com.
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I%port 7i8ard for
ccounts;Contacts
.se this wi2ard to import acco nts and contacts !or m ltiple sers in $o r organi2ation. Ao m st be a sales!orce.com administrator to se this wi2ard.
,lic# on Start the I%port 7i8ard9 .
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Step & :, Browse .,SB !ile select contact matching t$pe, 'cco nt &atching t$pe. i! need to trigger pdate chec#ed trigger wor#!low r les.
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Step - :, I! need to map contact !ields map all !ields and clic# to .e/t b tton.
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Step 0 :, &ap contact phone and address !ields then clic# on .e/t b tton.
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Step 5 :, &ap acco nt !ield i! $o want to overwrite data chec#ed 3ver(rite e/isting account values chec# bo). then clic# on .e/t b tton.
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Step < :,
Step = :,
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Step > :,
'!ter then clic# on "inish b tton.
I%port 7i8ard
Prepare $o r list o! names according to the speci!ications !or mapping !ields in $o r lead import !ile. ,lic# the &anage &embers drop-down b tton and select 'dd &embers - Import "ile on the detail page o! the campaign $o want to pdate. ,lic# Import >eads. ,lic# Browse and choose $o r import !ile. Select a lead so rce. Select an assignment r le to assign the leads. 7ptionall$ choose to se assignment r le settings to noti!$ the new record owners. Select the de!a lt member stat s !or leads with blan# or invalid stat ses. Select the character encoding o! $o r import !ile. &ost sers do not need to change the de!a lt setting. 7ptionall$ choose to trigger wor#!low r les !or new and pdated records. 7ptionall$ choose to trigger wor#!low r les !or new campaign members. ,lic# ;e)t. &ap the Sales"orce !ields to the !ields in $o r import !ile, then clic# ;e)t.
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&ap the Sales"orce campaign member stat s !ield and an$ campaign member c stom !ields to $o r import !ile, then clic# ;e)t. This is onl$ available i! $o have campaign member c stom !ields. ,lic# Import ;owG. Ho( to I%port +ead : Setup F Data 2anage%ent F I%port +eads then clic# on Start The i%port 7i8ard 9
Step $ :,
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,lic# on I%port .o(9 b tton then open new page clic# on Finish b tton.
I%port Solutions
The import wi2ard !or sol tions allows $o to prevent the creation o! d plicate records b$ matching records according to one o! the !ollowing !ields: sol tion title, Sales"orce I%, or e)ternal I%. In $o r import !ile, incl de a col mn !or the !ield that $o are sing !or record matching
Step $ :, chec#ed 'adio b tton ;o- insert all records in m$ import !ile. www.bispsol tions.com Page +6 www.bisptrainigs.com www.h$periong r .com
Step 0 :, select ser !ield are $o incl ding in $o r !ile to designate sol tion a thors.
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Step 0 :, i! need to map !ield, $o can do.
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Step < :, clic# on Finish b tton.
I%port Custo% 3!:ects
Import wi2ard !or c stom ob8ects allows $o to prevent the creation o! d plicate records b$ matching records according to one o! the !ollowing !ields: c stom ob8ect name, Sales"orce I%, or e)ternal I%. In $o r import !ile, incl de a col mn !or the !ield that $o are sing !or record matching.
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Step $ :, Select $o r c stom ob8ect chec#ed on radio b tton. then clic# on .e/t b tton.
Step & :,
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Step - :,
Step 0 :, Browse .,SB !ile and clic# on .e/t b tton.
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Step 5 :, select !ield mapping and clic# on ;e)t b tton.
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Step < :, ,lic# on I%port .o(9 b tton.
Step = :, ,lic# on "inish b tton.
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1/port Data
%ata E)port !eat re is available on Sales"orce, In sales!orce.com $o can prepare a cop$ o! all $o r data . on this page $o can start the e)port process man all$ or sched le it to r n a tomaticall$. when e)port is read$ !or download, $o will receive an email containing a lin# that allows $o to download the !iles E)port !iles are available on this page !or /9 ho rs, a!ter that the$ are deleted itEs available onl$ .,SB !ormat.
Ho( to take 1/port data in SalesForce :
,lic# Setup -F Data 2anage%ent -F Data 1/port '!ter clic# on Data 1/port $o can see new page there is two option is available 1/port .o( and Schedule 1/port $o can see below.
1/port .o(:
The E)port ;ow option prepares $o r !iles !or e)port immediatel$. This option is onl$ available some time that store onl$ last e)port record. ,lic# on 1/port .o( b tton then $o can seen new screen, $o can see below
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Step $ :,
I! $o want to e)port all data chec#ed the Include all data chec# bo), and $o want some limited data select $o data b$ chec#ed chec# bo) and clic# to Start E)port b tton.
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'!ter clic# on Start E)port !ew second ta#e $o got one new screen and send lin# $o mail id $o can see below. and all so chec# $o r mail id.
Step - :,
'!ter that $o can =e!resh $o r page $o can see that lin# available on page clic# to given below lin# and download e)port data. downloaded !ile is available in 2ip !older.
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Schedule 1/port:
Sales"orce provide to $o Sched le E)port option its allows $o to sched le the e)port process !or wee#l$ or monthl$ intervals, and $o can E)port b$ start date and end date. Ao can sched le e)port data an$ da$ o! month, an$ wea# o! month, and all $o can choose Start date to End date !or sched le e)port data. '!ter sched le $o can clic# on Save b tton.
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'!ter clic# on Save b tton $o can see one message in message some write .e/t Schedule 1/port $o can see below. $o get a remainder on this date ever$ month.
Storage *sage
Storage sage show Ao r organi2ationEs storage sage data.
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2ass Transfer 'ecord
Sales"orce provide to &ass Trans!er tool, .se this tool to trans!er m ltiple acco nts, service contracts, leads and c stom ob8ects !rom one ser to another.
Ho( to go 2ass Transfer 'ecords :
clic# Setup -F Data 2anage%ent -F 2ass Transfer 'ecords
Step $ :,
,lic# on &ass Trans!er =ecords $o can see mass Trans!er right side on web page. $o can see below.
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Select an$ one option clic# to an$ lin#.?E) :- Trans!er Positions@ then open new web page $o can see below.
Step & :,
+?*@ :- "ind positions that match the !ollowing criteria. Select val e b$ sing dropdown i! not select an$ !ield $o can directl$ !ind. +?+@ :- ,lic# to "ind b tton !or !ind the val es. I! val e is available show below on !ind b tton, i! not val e not available there nothing print. +?-@ :- ,lic# on >oo# p b tton and select Trans!er "rom and select name on given list. +?/@ :- ,lic# >oo# p b tton and select Trans!er To select name on given list. +?6@ :- ,hec# bo) chec#ed which want to trans!er +?<@ :- ,lic# to Trans!er b tton.
2ass Delete 'ecord in SalesForce :
,lic# hare select Trans!er Ao can delete m ltiple record b$ sing &ass %eleted "rom =ecords. &ass %elete records delete some list o! item acco nts, leads, activities, contacts, ,ases, sol Trans!er tions, prod cts ,lic# hare select at one time. to
Ho( to go 2ass Delete 'ecords :
Select to val e !or !ind clic# Setup -F Data 2anage%ent -F 2ass Delete 'ecords !ield.
Step $ :,
,lic# on 2ass Delete 'ecords lin# then $o can seen new web page. there is &ass %elete =ecord list show $o can see below. ,lic# to an$ one ob8ect !or delete record.?E) :- &ass %elete ,ontacts.@
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These are all
Standard
7b8ects
Step & :,
&?$@ :, "ind ,ontacts that match the !ollowing criteria. this is not a mandator$ !ield $o can witho t select an$ !ield search directl$. &?&@ :, ,lic# to search records. &?-@ :, I! want to delete permanentl$ chec# this chec# bo), else nchec#ed this chec# bo). &?0@ :, ,lic# to here to chec#ed chec# bo)Es which want to delete.
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&?5@ :, ,lic# to %elete b tton !or delete records.
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Data +oader in SalesForce#co%
Sales"orce provide to $o client application it is data loader !or wor# the b l# import or e)port o! data. .se it to Insert, pdate, .psert, %elete, E)port or E)tract 'll sales!orce.com records.
Ho( to do(nload Data +oader 1/e file fro% Slesforce#co% :
,lic# to Setup -F Data 2anage%ent -FData loader Then $o can see lin# !or download Data +oader E)e.
'!ter download %ata >oader Install this on $o r machine. Then clic# to %ata >oader icon, a!ter that open one window $o can see below.
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2ass Transfer 'ecords
.sing &ass Trans!er =ecords $o can trans!er , stom record or Standard recorder Trans!er one ser to another ser. Select an$ ser on clic# lin# .
Step $ :,
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2ass Delete 'ecords
Ao can delete m ltiple contacts, leads, cases, sol tions, acco nts, prod cts or activities at one time. b$ sing mass delete records $o can delete Standard record . Be!ore $o se mass delete, we strongl$ s ggest $o r n a report to archive $o r in!ormation.
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clic# on Search b tton then $o can see search res lt chec#ed delete !ieldEs. $o can see below. Then $o can clic# on Delete b tton.
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State and Country Picklists
State and co ntr$ pic#lists allow sers to select states and co ntries !rom prede!ined, standardi2ed lists, instead o! entering state and co ntr$ data into te)t !ields. State and co ntr$ pic#lists allow !or !aster and easier data entr$ and help to ens re cleaner data that can be leveraged !or other sesHin reports and dashboards.
Ao can se the state and co ntr$ pic#lists in most places that state and co ntr$ !ields are available in Sales"orce.com : www.bispsol tions.com Page /< www.bisptrainigs.com www.h$periong r .com
- =ecord edit and detail pages. - >ist views, reports, and dashboards. - "ilters, ! nctions, r les, and assignments.
PI , 6ased Tools
S3 P PI :
.se S7'P 'PI bindings i! $o are sing a strongl$ t$ped lang age li#e (ava that generates 1eb service client code. SalesForce provides programmatic access to $o r organi2ations in!ormation sing simple, power! l, and sec re application programming inter!aces. To se this doc ment, $o sho ld have a basic !amiliarit$ with so!tware development, 1eb services, and the Sales"orce ser inter!ace.
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'1ST
PI :
.se =EST 'PI bindings i! $o are sing a lang age that is not strongl$ t$ped, li#e (avaScript. The =EST Tooling 'PI can be sed 8 st li#e the "orce.com =EST 'PI.
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