Thanks to visit codestin.com
Credit goes to www.scribd.com

Scribd
Upload
40 views15 pages

1.salesforce Introduction

The document provides an introduction to Salesforce and its role in Customer Relationship Management (CRM). It outlines the steps to create a Salesforce account, create an app, and define objects and fields within the platform. Key terms related to Salesforce are also explained, such as 'Org' for Salesforce Account and 'Object' for Table.

Uploaded by

adityabundela072001
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
40 views15 pages

1.salesforce Introduction

The document provides an introduction to Salesforce and its role in Customer Relationship Management (CRM). It outlines the steps to create a Salesforce account, create an app, and define objects and fields within the platform. Key terms related to Salesforce are also explained, such as 'Org' for Salesforce Account and 'Object' for Table.

Uploaded by

adityabundela072001
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

Salesforce Introduction

1. What is CRM

CRM= Customer Relationship Management

2. What is salesforce

3. How to create an Salesforce Account

https://www.salesforce.com/form/developer-signup/?d=pb
1.Create an App
General terms Salesforce terms

Salesforce Account Org

Application App

Table Object
column Field

Row Records

2.Create an Object
3.Create an Field
Forula field:-
Objects:-
Setup (objects) Non setup objects
Standard objects Standard custo
m
Users,permissio Account,Contact,Lead,opportunit Applic
n sets,Profile y,Cases ant
Account It is used to store company related data
Contact Employee records
opportunity Amount related data
Lead Assignment
Cases issues
4. Create an record

You might also like