content:

1. Salesforce and history of salesforce

2. CRM , history of CRM and types of CRM
3. Cloud, clod based technologies
4. Applications of software
5. MVC,
6. Salesforce free trial account
7. Standard structure of a salesforce
8. Administrator of salesforce
9. Versions of salesforce
10. Object manager, standard and custom objects
11. Life cycle of salesforce
12. Stages of opportunities
13. Field data types
 SALESFORCE & HISTORY:
* SALESFORCE WAS FOUNDED IN 1999 BY MARC BENIOFF , A SALES EXECUTIVE AT ORACLE ONE OF THE LARGEST SOFTWARE COMPANY IN THE
WORLD
* HEAD QUARTERS: SALESFORCE TOWER, CALIFORNIA
SALESFORCE:-
* SALESFORCE IS A COMPANY NAME
* ITS PROVIDE SFDC (SALESFORCE DOT COM) TECHNOLOGY
* IT IS A CLOUD BASED CRM(CUSTOMER RELATIONSHIP MANAGEMENT) SOFTWARE
* WHICH INCLUDE ALL MODULES IN A SINGLE PLATFORM
* YOU CAN DEVELOP YOUR OWN APP OR IF YOU NEED ANY APPLICATION ON DEMAND YOU CAN BUY FROM APP EXCHANG
WHAT DOES SALESFORCE DO?
* SALESFORCE IS A CLOUD BASED CRM PLATFORM THAT ENABLES BUSINESS TO MANAGE CUSTOMER DATA, SALES OPERATIONS, AND MARKETING
CAMPAIGNS . ITS PROVIDE FEATURES AND TOOLS BUSINESSES CAN USE TO IMPROVE CUSTOMER RELATIONSHIPS, INCLUDING CUSTOMER
SEGMENTATION, CUSTOMER DATA MANAGEMENT AND CUSTOMER SUPPORT
HOW DOES SALESFORCE WORK?
* SALESFORCE IS A CRM PLATFORM AND ALSO A CENTRALIZED PLATFORM FOR MANAGING CUSTOMER ACCOUNTS, SALES, LEADS, ACTIVITIES, AND
MORE USERS CAN ACCESS
* SALESFORCE THROUGH A WEB BROWSER, MOBILE PP, OR DESK STOP APPLICATIONS
* SALESFORCE ALLOWS USERS TO CUSTOMIZE AND CREATE CUSTOM OBJECTS, FIELDS, PROCESSES, AND REPORTS AND INTEGRATED THEM WITH
OTHER SOFTWARE PRODUCTS
CLOUD:-
* IT’S A VIRTUAL MEMORY /IMAGINARY MEMORY, WE CAN STORE THE DATA
CLOUD COMPUTING:
CLOUD COMPUTING IS A TECHNOLOGY , WE CAN STORE, WE CAN PROCESS, WE CAN ACCESS OUR DATA TRUE INTERNET.
IT DOES NOT STORE ANY DATA ON YOUR PERSONAL COMPUTER.
CLOUD COMPUTING IS TYPICALLY PROVIDED WITHIN A SINGLE ORGANIZATION.
EX: AMAZON
CLOUD STORAGE:
* THE CLOUD STORAGE IS A CLOUD COMPUTING MODEL USED TO STORE THE DATA AND FILES SECURELY ON THE INTERNET AND IT CAN BE ACCESS ANY
TIME FROM ANY LOCATION AND IT EASY TO SHARE WITH PUBLIC NETWORK OR DEDICATED PRIVATE NET WORK
SOFTWARE:
SOFTWARE IS A SET PROGRAMS(SEQUENCE OF INSTRUCTIONS ) THAT ALLOW THE USERS TO PERFORM A WELL DEFINED FUNCTION ARE SOME SPECIFIED
TASK
PROGRAM:
* A PROGRAM IS A COMBINATION OF LINE OF CODE
EX: JAVA , C, PYTHON
TYPES OF SOFTWARE APPLICATIONS:
1. STANDALONE APPLICATION
2. CENTRALIZED AND DISTRIBUTED APPLICATIONS
1. STANDALONE APPLICATION:
* APPLICATIONS THAT ARE INSTALLED ON DESK STOP COMPUTERS AND USED BY ONLY ONE PERSON IS CALLED STANDALONE APPLICATION
* IT IS A INDEPENDENT APPLICATION
* WITHOUT DEPENDING ON OTHER APPLICATIONS AND IT DON’T NEED TO TAKE ANY HELP FROM OTHER APPLICATION
* WHICH IS BUILD FOR SPECIFIC SINGLE APPLICATION
EX: MS OFFICE
ADVANTAGES:
1. FASTER ACCESS
2. MORE CONVENIENT
3. HIGHER MARKETING EFFECT
2. Centralized and distributed applications
 It is a dependent application
 This application are depending on something
 Without the dependency of the it cannot basically it cannot create cannot use this kind of applications. So for that use some recourses
 data base
 To store the collection of data and applications
 Server
 Server is a device, like software & hard ware that accept and responds mode over a networks
 Processing unite
 Ram of the system is pi
 To read instructions from the data from memory
 To control the storage of data or instructions
 Advantages
 Improve work quality
 Reduced costs
 Quick implementation of decisions
 A clear chain of command
 Dis advantages
 Employs are not loyal
 Slow work
 Poor work control system
 No work specialization
 Decreased efficiency
 Advantages of salesforce
 Work from any ware
 Any time access
 Easy to use
 24/7 support will be there
 More flexibility
 Cloud based
 Cloud based applications
 Virtual memory /virtual server, maintained by cloud
 Cloud: virtual based technology that allow to create configure and customize applications
 Virtual memory and virtual server those are maintained by the cloud
 Server and processing unit is also virtual
 The access is going to depending on the google drive not a personal system, we access the drive any device
 Features of cloud based technologies
 IAAS
 PAAS
 SAAS
 IAAS:
 IAAS mean infrastructure as a service, it is a cloud computing service that offers the rental computing infrastructures.
 The cloud provider provides various infrastructure services such as servers, virtual machines, network storage, etc.
 The services can be scaled up and down as per the client requirements
 PASS
 PASS means platform as a service, is a type of cloud computing service create for the programs to develop text, run, and manage the
applications. It is a complete development and deployment environment in the cloud.
 EX:Windows Azure, Google App Engine
 SAAS
 SAAS mean software as a service, is an on-demand software, it is a soft ware
 Which the applications are hosted by a cloud service provider
 Users can access these applications with the help of internet connection and browsers
 The applications are accessible from various client devices like browser
 The SAAS provider managing everything that is in cloud infrastructure, network, server, storage, os, runtime environment
 EX: Salesforce, Google Applications
 History of CRM
· The beginnings of CRM as we started in the 1980s. Robert and Kate Kestenbaum were pioneers of database marketing.in the year 1990
Thomas Siebel in California he established Siebel Software System.
· Everyone started working in this CRM from 1990 onwards. This is replaced by SALESFORCE & MICROSOFT DYNAMICS
How the Siebel was working
· Working with CRM and it depending on the customer
· Ex: insurance, Banking, Telecommunication, Hospitals.
· Sales force come in to the market then slowly decreasing the popularity of the Siebel
· 2 employees working in oracle
· Siebel followed by the centralized and distribute
· Working with CRM and it depending on the customer
· Ex: insurance, Banking, Telecommunication, Hospitals.
· Sales force come in to the market then slowly decreasing the popularity of the Siebel
· 2 employees working in oracle

one Application followed by 3 users only

users count: 3 users
compatible: 3 users
pay for application
hardware device per user per month
CRM
•CRM stand for customer relationship management
•It is used to maintain or form the relationship between company to customer
•Crm is software for organizing, maintaining, and retrieving relevant customer information in real time
•Crm software is a tool used to store and manage the customers data by the sellers or producers. This data includes contact information,
logged service issues opportunities, purchase history, and marketing campaigns
•It manage organizations like, phone calls, e mails, meetings, and media with customers, and sales, marketing and support
•EX: when we have to purchase some product from the customer first we should try to promote the sales to the customer and to collect the
information from the customer and later keep it safely. Finally We should have to interacts with the customers after purchasing this
product,for these product will happen any issues or any damage then this crm provides services to customer
•Crm advertising
•Crm advertising connect a marketing software with social media and advertising network
•Marketing:
•Marketing is business process to promoting and selling the products services in including market research and advertising is known as a
marketing
•Sales:
•Sales is to promote sales to customers for selling.
•Cmr customers:
•1 . banking
•2 . hospitals
•3 . insurance
•As a part of Crm what are we supposed to do?
•Help customers in answering the questions
•Promote the sales for new product
•Collect the data of the customer
•Manage the customer data
•Support the customer and interact potentially with the customer.
 Modules in salesforce:

1. Admin
2. Platform developer

1. Admin:

•We are followed by point end clicks

•By zero coding or no coding and drag and drop

•We can create on applications, fields, permission sets, objects, profiles validation rules, formula fields, reports, dashboards using salesforce admin

Interfaces faces of salesforce:

1. Administer face: create and edit page setup

2. End user interface: it not enable to edit

How to create a salesforce free trial account:

.https://developer.salesforce.com
•Signup
•Fill the details(like : first name, last name, email(valid)organization name, designation, country name, zip code, username in email format,), select the terms and
conditions in check box
•Click to sign up button
•Go to email check and click the account validation link
•Change the password
•Click on create button, then created salesforce account
•What does a salesforce administrator do?
• Creating dashboards for individual users
• Maintaining the platform
• A salesforce administrator solves business problems by customizing the salesforce platform
• They work to manage and monitor the salesforce platform
•Standard structure of salesforce:
•How to login or enter admin interface
•login. Salesforce .com
•Then open the structure of salesforce page
•Click the gear symbol right corner of the page and select the setup
•Where developer or admin can make changes
•Setup:
salesforce administrator or developer you use the setup menu frequently
As a salesforce admin or developer, you spend a lot of times using setup its where you customize and configure you
organization, support users, build functionality
•App launcher:
•On the page left corner of 9 dots this is something called as a app launcher
•App launcher consist of set of standard and connected applications
•Those applications provide the salesforce it self
•Ex: marketing, sales, services ext…
•For example click on a part of the service and see some objects like: accounts, cases, reports, dashboards ext…is son as a standard
objects
 Object manager : object manager is where you can view and customize standard and custom objects in your org
• Objects are tables in the salesforce database that store a particular kind of information
• Records are rows in object database tables. Records are the actual data associated with on object
• Fields are columns in object database tables both standard and custom objects have a fields
• Salesforce objects there are two types
• 1. Standard objects
• 2. Custom objects
1.Standard objects :
• Standard objects are the kind of objects that are provided by salesforce.com. Such as users, contacts, reports, dashboard, ect…
• This objects which already exist in the salesforce platform to manage the configurations and setting of the environment
• Available for salesforce by default, can not be created
• Standard components can not be deleted

2. Custom objects:
•Custom objects are those objects that are created by the users. They supply information unique and essential to their organization
•Can be created
•Can be modified to any extent
•Custom components can be deleted
MVC (model view control):
•Will be followed to build any applications
•Salesforce mvc separates the complexity of the business logic from the user interface and database used to develop web applications
•There are three components
1. Model
2. View
3. controller
1. Model
• It is also known as database of the application or cloud storage
•The model is responsible for managing the data of the application
•It responds to the request from view and it also responds to instructions from the controller to update it self
•To fetch data language we would deal with
•SOQL : salesforce object query language
•SOSL: salesforce object search language

2.view:
•It is also known as front end or view page (screen front end)ui
•The view display the data
•A view request information from the model that it needs to generate an output representation
•Dealing with technologies Html, java script, css, in salesforce something called as a visual/lightning
3. Controller:
•It is also business logical part or coding part
•That controller control the interactions between the model and view
•Programing language Apex
•Apex: cloud based object oriented

Business scenarios:
1.B2B (BUSINESS TO BUSINESS)
2.B2C(BUSINESS TO CUSTOMER)
1.B2B:
•A company generate self revenue (by selling their product) by promoting other company business

2. B2C:
•B2c is a retail approach in which goods are services are delivered directly from a business to the end customer
•It is the opposite of b2b
•The common application of the b2c model is in the e-commerce business
 Admin & application builder
Roles and responsibility of system admin:
1. Creation of new users
2. Resetting the password of the users
3. White listing of a user account
4. Managing existing application
5. Configuration
6. Settings
7. Company information/company settings
8. Permissions to the user
Roles and responsibility of application builder
9.Maintaining existing application
10.Using app exchange implementing some app
11.Creating or building of new application
12.Zero platform to build a new application
Versions of salesforce:
13.Classic version
•Classic version is the oldest version in the salesforce
•Designed in very simple way
•To design classic mode we build the visual force pages
•This is not compatible mobile version

1.Lightning version
•This is the latest version of the salesforce
•This is the user interface
•This is also designed by simple way to design this we build lightning components(aura, Lwc)
•This is mobile compatibility version
•This is single page application
•Using any smart device, we can accessing browser
• Adjusting the screen according to the screen

Salesforce .com
Salesforce .com is CRM application developed based on SAAS
Salesforce.com is used to refer the CRM functionality (the sales, services, and marketing applications)
It is a web based software product that runs on cloud platform
Salesforce.com allows companies to track and manage their business relationships and the information associated with them
It is used to develop the web based applications
Salesforce.com is sales and services, applications which were developed and running force.com platform
FORCE.COM
Which is used to providing platform for the salesforce where you can develop own applications
This applications are connected to all the data that is stored in the salesforce
Force.com consist of all the security controls that has the ability to manage the applications and
allow users to remove, edit, or create specific applications
Force.com is a platform as a service product design to simplify the development deployment of
cloud based applications
Comfy & compact:
comfy: lower density
A spacious view with labels on the top of fields and more space between page elements
Compact: higher density
A denser view with labels on the left of fields and less space between page element
Developer console:
It is like as developer environment
Where place we are going to write the code and executed
 Campaig Sales opportu Produ
n mgr nity cts
avail
able
Lead
acc
oun
t Add products
Call to product
center manager
Add products to
conta opportunities
Qualif ct
y
lead

Specify list Quots

price and add
to price book
Data contra
base cts
Sales
Marketing order applications
Salesforce campaign:
Campaigns is a group of leads and contacts exposed to specific marketing communication
•Marketing:
•Marketing is a business process to promoting and selling the products, services in including market research and advertising is
known as marketing
•Digital marketing:
•Digital marketing is the act of promoting products and services through digital channels, such as social media, email, and mobile
app
•Marketing work will be handled by digital marketing team/marketing team
•A digital marketing company conducting something called as a campaigns
•Digital marketing there are to managers
•Campaigns and leads one of the basic work of the marketing tea
campaign:
•First phase of marketing is called as a campaign
•It is a object, campaign object basically used to store the information of the campaigns that you form marketing of business are to
generate new leads do some brand building
•Campaign is a standard object of the sf
•Lead:
•Prospective buyer
•Person who might be interested in purchasing the product
• Or
• A lead is used to store the information of the potential customer
•Lead mapping:
•Conversion process is involved in converting a lead in to an account
• Or
•The data will converting into account and contact and opportunity this process of conversion is called as a lead mapping
•Call center:
•The call center is called as a tele caller
•After collecting the data they will start calling the people by the call center
•The people who works in the call centers is called as tele caller
•The tele caller will be start calling the lead
•By calling to the leads the leads are qualified is called qualify lead
•Qualify lead:
•The qualification of the lead will be something like as hot leads, worm leads, cold leads
•Hot leads: the person is ready to purchase we are going to qualify as a hot lead
•Worm lead: worm lead are some one we wants to finalize wich purchase
•The interest to purchase the product
•Cold leads: the cold leads are they are not interest to purchase
•:Product:
•product made at a cost and each is sold a price
•A product is any item or service you sell to serve a customer's needs or wants. they can be physical or virtual. Physical products
include durable goods (like cars, furniture, and computers). And nondurable goods (like food and beverages)
•Account
•A product is the item offered for sales. A product can be a service or an item. Every
•Every client to a company will be called on account
•Salesforce deals with b2b standard
•Ex: Infosys company want to 150 dell laptops for the company employees Infosys to the account of the del company
•Accounts have a company name, address, phone number ……
•Accounts are the companies as clients that you are doing business with them
•In salesforce you store information about your customer using account and contact
•Name of the lead becomes to the contact person to company
•Ex : contact person = Ravali
•Name of the company becomes to the account to the company
•Ex: client company: SimTech way
•Contact:
•Contact are the people who are for them belong to account of the company
•A contact as a lead that has been qualified as a potential purchaser. Lead can be converted into contacts,
accounts,(with multiple contacts) opportunities(deals
•Product master:
•Adding the new product in the object is known as a product master
Opportunity:
• Is one of the standard object
• A sales opportunity is a contact or on account which has been qualified
• Which represent the potential deals
•Every company promotes sales. The work is to find leads and create opportunity to sell the product to them
 Price book:
•It is a set of prices were we can maintain the price price of a particular product
For particular a specific reason may be any special offer, or any specific duration, we can maintain the price
Price book entries:
Adding the product which we have created in product master for selling these entire life cycle is known as CPQ
tool
CPQ:
•CPQ stand for configure price quote
•To provide accurate pricing with any given product
•C-configure:
•Pick out what a customer wants buy
•Show related offers and promotions
•P-price:
•Provide relevant price for specific products
•Setup discount engine
•Allow offers and promotions
•And let system calculate the final price based on customer choice
•Q- Quote
•Pdf that carry details of products
•Services, princess, term and conditions
•Legal and terminations
•Ability to sign online/electronic sign
•Quotes: sales people record and track the various product and price combinations given to the customer
Contract:
•Contract is the one of the standard object
•A contract is a written agreement between you and customer many companies use contracts
•A contract of the sale is agreed between buyer and seller. The seller agrees to deliver or sell something to
buyer for set a price that the buyer has agree to pay
•Order:
•It is on standard object
•Order is nothing but any accepted proposals of product and price
•Order is agreement between a company and a customer to provision services or deliver products with a
quantity , price, and date.
•Ex: buying the product your propose the some price with the discount hear the product is nothing but
quotation , what are the send the quotation to the customer as
•an that accept the quotations is customer once accept question then we have to rage in the order
•Stages of opportunities:
1.prospective:Who are ready to buy for interesting buy
2. Qualification: whether try to buy or not they are analyzing about the product, understanding the product
3. Need analysis: they want to analyze whether the product is good are not
4: value proposition: thinking wrath able rate weather to buy are not the product
5: id decision maker: if they want to take new product or new asset to the company ,team site and decided
whether to buy or not
6. Perception analysis: thinking how much need to spend money for that product it is worth product
7. Proposal or price quote : yes we are ready to purchase the product then we will send the proposal or quotation of
the product
8.Negotiations: asking for discount or less price which have given in the price
9.close won: customer ready to buy the productor issues any payment mode then it will calls as closed won
Data types in fields
1.check box:
•This type of field can store the value of true or false
2. Date:
•This field can store the instance of particular data in the calendar
3. Date time:
•This field can store data along with the time
4. Time:
•This will store instance of a time
5.currency:
• This is used to store currency values (dollar or rupees)
•Maximum length is 18 characters(length of integer +length of decimal )
•Ex: 1234.00(4+2), 123456.098(6+3)
6. Geolocation:
•This will store longitude and latitude values
7. E mail:
• This will store email address
8 . Number:
•This is used to store numeric values
•Numerical value can be integer or decimal
•Maximum length is 18 characters
9. Text:
• This will accept alphanumeric data
•Maximum length is 255 characters
•Data should be in single line
10.text area:
•This is accept alphanumeric data
•Maximum length is 255 characters
•Data should be in multiple lines
•11. Text area(long):
•This is will accept alphanumeric data
•Minimum length is 255 characters
•Default length is 32768
•Maximum length is 1,31072 characters
•Data should be in multiple lines
12.text area (rich):
•This will accept formatted data
•Default length is 32768 characters
•Maximum length is 1,31072 characters
•Multiple linens data should be
•Formatted data means a line left , alien right, bold, italic…..
13.url:
•This is store the URL of the page
•Allows users to enter a valid website address
14.pick list:
•It is a drop down list
•We can enter 1000 options
•At a time we can select one option
•Length of each option will be 255 character
•All the options together it will be 15000 characters
•We can make first option as default
15.pick list multiselect:
•It is a drop down list
•We can enter 150 options
•Maximum we can select 100 options
•Length of is 40 characters
•All options together it will be 1500 characters
16. Phone:
•This will store phone number
17.Text(encrypted):
•Allows users to enter any combination of letters and numbers and store them in encrypted format
18. Percent:
•Automatically percentage sign is added
19.Formula:
•Formula data type on red-only fields that automatically calculate a value based on other fields or a formula
•Formula fields do not store or have actual value . they will be calculated from the fields of the same object or other
linked objects
20. Auto number:
• When auto number data type is selected a system-generated sequence number that uses a certain display format
that we define.
• Auto generated numbers will be increment for every record we create.
21. Roll-up summary:
•Roll-up summary is also a read only field type
•By using this roll-up summary data types we are able to make some mathematical calculations like sum, maximum,
minimum values of a fields
22.lookup:
• Lookup means relation to link the one object to another object
Application creation & Navigation in lightning
setup

app

app manager

new lightning app

Object creation in classic
Object creation in lightning
setup
setup

Build
object manager

create

select the object

objects
fields &
Page layout:
•Page layout will specify how an object should be visible to the user
•Page Layout allows to us customize the design and organization of details and edit page of records in salesforce
•Page layout can be used to custom links on standard and custom objects details and edit page
•A page layout can be used to control the appearance of fields, related lists,and custom links on standard and
custom object details and edit page
•An object we can create multiple page layouts, but every profile one page layout created
•Which fields in the object visible, in which order they should be visible,which format should be visible, what are the
buttons should be displayed, everything should be control by the page layout
•Every page layout may have one mini page layout
•When a cursor of the record pop-up window will open showing that view of record which is a mini page layout
•There are two types of page layout
1 detailed page layout: complete view of the profile
Ex:complete view of the lead or account
2. Related page lay out:
List view:
•List view basically tool,, which will have help of filter the data and show the exact data to you need
•List view allows you to see a filtered list of records, such as contacts, accounts, or custom objects, leads
•List view shows list of records available under object
•We can choose which fields to display in list view
•We can also apply sharing and filter on list view
Global actions:
•This action available in the top of the page
•Global actions are similar to the object specific actions
•But can accessible from any ware in salesforce
•Lets users create a record, update a record, log a call etc.
•global create a actions allows users to create object records and the new record has no direct relationship with
other records
•These are located in the global publisher layout . which is not associated with any object
•Publisher layout is editor of the global action on the page layout
Buttons Or links
•Adding or removing quick actions
•Custom buttons are links that serve the same function in salesforce. They can be used to send a user to an
external application
•Custom buttons in salesforce are used to achieve additional functionality a part from the standard functions in
salesforce
•The action can be defined for the custom button when it is clicked by the user page layouts.
•The custom button can be placed based on the business needs
•Custom buttons are displayed at the top or bottom of the detail page to the right side of all standard buttons
Applications:
•Applications is a collection of tabs and objects
•Applications are classified into two types
1 standard applications
2 custom applications

1 . standard applications:
•Applications created by the salesforce are called as a standard applications
•Standard applications can not be deleted
•Example: sales cloud, marketing, sales, service cloud………
•Standard applications can be customize
2 . custom applications :
•Applications create by the user as per organization business requirement are called custom applications
•Custom applications can be customized or delete as per business requirement
Compact layout:
•Compact layouts control which fields appear in the header
Or
•A tab or highlight panel on top of the record
•Page for each object with specific fields of that object
Search layout:
•Ordered group of fields that are displayed. When a record is presented in a particular content such as in search results
Pick list:
•Pick list offers a selection of options available for specific field in a salesforce object such as a list of regions
Tab:
•Tab basically interface between user interface and applications
•A tab is alike a user interface that is used to build records for objects and to view the records in the objects
Fields :
•Fields represent the data stored in the columns of a relational database
•It can store the data values which are required for a particular object in a record.
•Fields there are two types
•1.standard fields: standard fields are predefined fields that are included as standard within the salesforce
application
Standard fields can not be deleted, but non-required Standard field can be removed from page layout when
ever needed
2. Custom fields: the custom field which are added by the administrator/developer
Custom fields can be deleted or edit

Field dependency:
•The value of on field controls the value of another field, we call it as field dependency
•Controlling field can be check box or pick list field
Formula Fields And Operations:
•Formula
•It is a data type
•This data type used when we want to system generate the value based on the business logic
•There are two types of formulas
1 simple formula: if you want to write a simple rule using the field of the record
2 Advanced formula: if you write a complexed rules, using the fields of the records and its master fields using
predefined functions
DATE AND TIME FUNCTIONS:
TODAY(): This will return to day date
NOW(): This will return current date and time
MONTH(Date): this will return the month in the given date
YEAR(date): This will return the year in the given date
HOURS(time): this will return
WEEKDAY(date):this will day in the week
TIME VALUE(DATE/TIME) : this will return time from date and time
SECOND(): = Return seconds value form of a number from 0 through 60
MILLISECOND: Returns a millisecond value in the form of a number from 0 through 999.
MINUTE = Returns a minute value in the form of a number from 0 through 60.
 LOGICAL FUNCTIONS:
IF() = determines if expressions are true or false. Returns a given value if true and another value if
false.
ISNULL(value):if the value is null, it will return true
This is used for the numerical fields
ISBLANK(value):this will return true, if the value is blank
(this is used for text field)
ex: if(Cond , value1,value2)
If condition is true value1 is given, condition is false value2 is given
NOT()= if returns false for true and true for false
Operators::
1 math operators:
• + (Add) = calculate the sum of two values
• +(sub) = calculate the difference of two values
• *(Mul) = multiplies its values
• /(Divide) = divide its values
• ^(exponentiation) = raises a number to the power of a specified number
• ()(open parenthesis and close parenthesis) = the open parenthesis is used to begin parenthetical
text. The close parentheses denotes the end of parenthetical text
 2 logical operators
• < (less than) =Evaluates if a value is less than the value that follows this symbol.
•> (greater than) = Evaluates if a value is greater than the value that follows this symbol.
•<=( less than or equal) = Evaluates if a value is less than or equal to the value that follows this symbol
•>=(Greater than or equal) = Evaluates if a value is greater than or equal to the value that follows this symbol.
Text operator:
& and + (Concatenate) : connect two or more springs
1 Calculate the age:
EX : emp age
Using formula:(TODAY()-DOB_C/365) - using date and time function
2. Create emp id using formula:
Left(text, number of characters)+Right(text, number of characters)-using text functions
Left : return the specified number of characters from the start of a text string
Right : return the specified number of characters from the end of a text string
Validation rules:
•Validation rule can contain a formula or expression that evaluate the data in one or more fields and returns value of
true or false
Formulas:
1 . create DOB field calculate the age
Formula:- TODAY()-DOB_C/365
2.Calculate the interest of the amount using formula
• Field —->Amount, data type (currency)
•Field —-->Rate of interest, data type (currency)
•Field—--->months , data type(number)
•Formula :- Amount*Rate of interest*months/100
•Display field Total amount
•Ex: amount=10000, rate=2,months=12.
•Total amount=12400
3.if the salary field is 10000 the total salary should be increase 10%
formula:if(salary>10000,(salary+salary*0.1),salary)
4. Valid age rule apply validation rule
•Age_c<18 applicable for dob
•Total experience=Age-18<total exp , Age-total exp<18
•Relevant experience= total exp<relevant exp,
•I want error an the total experience
•relevant>total exp, field type = total
5 Multiple:- this formula calculating consulting days times 1200 given that this formula field is a currency data
type and consulting charges a rate of1200 per day
consulting_days_c*1200 (formula )
VALIDATION RULE
Price detail every time not less than zero ,greater than 0 only
Rule: price<0
Error msg: price should not be negative values
ex: price=-100 error raised
1.Author or about other fields is blank
Description: author or about author not be blank
Rule: OR/AND(ISBLANK(Author Name_c) ISBLANK(About Author_c)
Error msg : please fill the details of author
2.Description :- maximum pay should be always higher than the minimum
Field: minimum—--->data type currency
Filed: maxim —----> data type currency
Rule: Max_Pay<Min_pay
min-pay>Max_pay
Error msg: minimum pay should be always less than of maximum
Ex: mini=400—-> error
max= 300
5 . example : amount must be greater than 1000 only otherwise it will be error
Rule: (Amount>1000)
 6. Example: phone number should be only 10 numbers
Formula:- LEN (Phone_Number_c)<>10
Error msg : should be enter only 10 digits
Phone number must be number format only no text not less than 10 digits otherwise it will show error under
the field
Rule: OR ISBLANK(Phone_Number_c),
LEN(Phone_Number_c)<>10
7. Example : field of emp status , select the emp status active automatically check box active , then select in
active automatically check box is inactive using validation rule
Emp status—---> pic list
Rule: if(Emp_status_c) = ”Active”,True, false
8 . Filed mandatory
Ex: email field is mandatory
Rule: ISBLANK(Email id_c)
Rule: AND(ISBLANK(Phone_Number_c), ISBLANK(Email_id_c)
Error msg: at least email id is mandatory
RELATIONSHIPS:
•Relation between two objects
•Relationship in the way to connect two or more peoples
•Relationship is two way association between two objects
•It is a part of database system
•There are 5 types of relationships
 1 . look up relationship
2. Master detail relationship
3. Many to many relationship
4. Self relationship
5. External lookup relationship
1.Lookup relationship:-
• Lookup relation is a data type of a field
• We can create a lookup field on standard object and custom object
• It is a field type relationship
• Lookup relationship build a relation between two objects
• It is always one step process
• It is a one to many relationship
• Lookup create for one object up to 40 relationships
• Lookup is not a required field, can not support rollup summary in a field and it is a child and parent relationship
• When you deleting the parent object record, the child object data not effecting
• It is a loosely coupled relation and child existence does not depending one parent
• Parent is not require while creating child record
• Lookup is self relation and it is a optional field
• Lookup fields will store id of the parent
1.Master detail relationship:-
• It is used to when we want to control the display of details records based on the value in the master record
• It is a parent child relationship
 •
A master detail relationship is required field
•
Can we either 1 or 2 step process also depending on the situation
•
When you deleting the parent object record , then child object data also deleted
•
One object act the parent and child in a master detail relationship
•
Master detail relationship should be used when the relation is tightly coupled relation ,means where child records
existence depending on the parent
• The number of master detail relationships that can be used is limited to 2
• Rollup summary field can be created in a master detail relationship , child record must have a parent
• Sharing rules are inherited from the master to the detail record
Automation:
Automatically sequential number will be generated
Rollup summary:
 A rollup summary field calculate values from related records, such as those in a related list
 A rollup summary field is one that aggregates data from a child object to a parent object that share a master detail
relationship
 Relationship field type relationship
 Rollup summary available only parent object its be come a read only field
• Rollup summary fields can be use COUNT, SUM, MIN, and MAX, functions
 SUM: it totals the values of selected field
 MAX: Display the highest value
 MIN: Display lowest values
 Rollup summary field can be created only in object which is referred as object with a master detailed relationship field
 Rollup summary field can only create for master detail relationship
 Rollup summary can not be created for lookup relationship
 We can not change field type of a field that we reference in a roll-up summary field.
 Auto numbers are not available here.
 Roll-up summary fields are not available for mapping lead fields of converted fields.
Many-to-Many Relationship:
 Many-to-many relationships between two objects can be created.
 You can use master detail relationships to model many-to-many relationships between any two objects.
 Many -to-many relationship allows each record of one object to be linked to multiple records from another objects.
 Many-to-many relationship build relation between two objects using junction object.
 EX: If Mr.A leaves the company then data will be deleted , but data is not deleted in the database.
Junction Object:
 Junction object is a type of a custom object which allows linking to objects.
 It provides many-to-many relationship in two master detail objects.
 It is a custom object where we are not going to create tab.
 If we are going to create tab as visible but for me going to utilize this object for my requirement not for visibility.
 It can store common data.
 For Ex: Employee relevant data deleted in one object but another object data is not affected.

Difference between Formula Field & Role of Summary

 Formula fields calculate values using fields within a single record and rollup summary fields calculate values from a set of
related records, such as those related in list.
External Look-up Relationship:
 This field is used to connect the external object with another external object.
 External objects and relationships are used to access data stored in an external system, but without storing them physically in
salesforce.
Self-Relationship:
 Self-relationship is nothing but creating relationship between two same objects.
 This self-relationship is a look-up relationship to the same object.
 When an object has a lookup with itself, then it is a self-relationship.
Lead auto response, web-to-lead
Lead auto response:
 Auto-response rules let you automatically send email responses to lead or case submission based on the records.
 Ex: You can send an automatic reply to customer to let them know some one at your company received their enquiry.
 There are two types of auto responses.
 .
 Lead auto response rule: Using lead auto response rule we can send automated email responses to leads created by web-to-
lead.

To create a Web-to-Lead response rule, from Setup, enter Auto-Response Rules in the Quick Find box, then select Lead Auto-
Response Rules

Create Auto-Response Rules

1. Click New.
2. Enter the rule name.
3. To activate this rule, select Active.
4. Click Save.
5. Create rule entries.
 Web Leads Relation:

Create web-to-lead forms that capture information about visitors to your web site.

The Web-to-Lead functionality in Salesforce generates a form which can be integrated in your website. This form then
captures data which is used to create a new lead in salesforce.

 Case auto response rule: Using case auto response rule we can send automated email responses based on case created by
 Self-service portal.
 Customer portal.
 Web-to-case form
 E-mail to case message.
Note: Auto-Response rule will not trigger if the records are created manually through UI (User Interface).
E-Mail Template:
 An E-Mail template is a pre-formatted email that you can used to create and send emails quickly.
 Use email templates in salesforce to increase productivity and ensure consistent messaging.
 There are two types of E-Mail templates.
1. Classic version E-Mail templates.
2. Lightening version E-Mail templates.
Classic version E-Mail templates:
 You can create four types of Classic E-Mail templates. They are: Text, HTML, Custom and Visual force.
 You can add text, merge fields, attach files in all those types of E-Mail templates.
 Classic E-Mail templates are old at powerful way to consider all cases.
 While Lightening E-Mail templates give power to the user to generate and control email templates. The classic email
templates are more controlled.
 They can be used in business automation email alerts.
 They can be packaged and deployed through ANT/SFDX/change-set (devops).
 Complex data can be displayed leveraging visual force templates.
Lightening version E-Mail templates:
 Lightening E-Mail templates can have merged fields on the templates based on the organization details, recipient, sender
and related entity or object.
 E-Mail template cannot be packaged i.e., they cannot be retrieved/deployed via ANT/SFDC/change-set (devops).
 Permissions creating and modifying email templates can be provided at profile/permission set level.
 Lightening E-Mail Alerts cannot be used in email alerts.
Letter Head:
 A Letter head defines the logo, page colour and text settings for your HTML email templates
 Use Letter heads to ensure a consistent look and feel in your company’s emails.
 Letter heads are available in API version 12.0 and later.
 Fields: With the exception of the logo and horizontal and vertical alignment, all of those fields are required.
Field Name Field Type
Available Boolean
Background colour String
Body Colour String
Footer Letter head header footer
Header Letter head header footer
Middle Line Letter head line
Letter Head Header Footer:
 Letter head Header footer represents the properties of a header or footer.
 Letter head line represents the properties of a line.
Users and Profiles:
Users:
 A user is anyone who login into sales force. Users are employees at your company such as sales reps, managers and IT
specialists who need access to the employee’s records. Every user has a sales force user account.
 One browser can login one user
 One license will have multiple profiles but one profile must have only one license and one user only.
 We can use license 2, where it has multiple profiles but user can use only one profile.
 Ex: Jr. rep, sales rep, sales manager.
 You can take a standard user will have all kind of permissions.
 User cannot be deleted but just only can freeze or active.
 Freeze: User will not be login anymore.
 Active: Release the license.
 Ex: If I am a user using standard license then user inactive then standard user license is back or released
 .

How we Deactivate users in salesforce

Ensure that you have the permission to Manage Internal Users.

Navigate to Setup.
In the left-hand menu select Users.
Click Edit next to the name of the user you want to deactivate.
Deselect the Active checkbox.
Select Save.
that's assigned as the sole recipient of a workflow email alert)

Clone:
 Every profile option called as a clone.
 When create a clone of this profiles whatever you have this profile enter things will be copied and a new profile will be
created.
 Standard user cloned->Mean create copy of JSR profile but after clone make changes of standard user, not affecting on
JSR profiles.
Profiles:
 Profiles will specify what user can access and perform when he login to salesforce.org.
 A profile is a collection of settings and permission that define what a user can do in salesforce.
 A profile controls object permissions, field permissions, user permissions, tab settings, app settings, visual force page
access, page layouts, record types, login hours and login IP ranges everything controlled by the profile.
 You can defile by user’s job function. Ex: System administrator, developer, sales representative.
 A profile can be assigned to many users but user can be assigned to single profile at a time.
There are two types of profiles
1. Standard Profiles: Sales force provide profiles by default. We cannot delete standard ones.
Ex: System administrator, sales manager
Each of this standard one includes a default set of permissions for all of the standard objects available on the
platform.
2. Custom Profiles: Profiles created by the user as per his organized business requirement.
They can be deleted or edited if there are no users assigned with the particular one. Every profile is created for specific license
and every profile is clone of any one of the existing profiles
Security:
It is something called as OWD. Security is of two types:
1.Object Level Security: It controlled by the profiles and the permission sets. There are the four possible uses
for the object you can have
Read: We can read on existing object record.
Create: We can create a new record for particular object.
Edit: Edits the existing object record.
Delete: You can delete existing object record.

2.Record Level Security: It controlled by the OWD/sharing settings.

OWD (Organization Wide Default):
Like that object permissions and levels of object permissions.
It specified the default level of access of records.
 Public Read/Write: All users can view, edit and report on all records
 Public Read only: All users can view and report on records but not edit them. Only the owner and users above that role in the
hierarchy can edit those records.
 Private Only: the record owner and users above that role in the hierarchy can view, edit, and report on these records.
 Public Read/Write/Transfer: Only available for leads or cases.
 View all: Permissions to view all the data in an object.
 Modify all: Permissions to modify all the data in an object.
Manual Sharing:
One record of the account shared to another user is called manual sharing. Manual sharing gives other users access to
certain types of records, including accounts, contacts, and leads.
1. Click Sharing on the record you want to share.
2. Click Add.
3. From the drop-down list, select the type of group, user, role, or territory to add.
4. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing
list.
How do I create a manual sharing rule in Salesforce?
5. Verify Access for a Particular Field.
6. Modifying Field Access Settings.
7. Field-Level Security. Set Field Permissions in Permission Sets and Profiles. Set Field-Level Security for a Field on
All Profiles. Set Field-Level Security for a Field on Permission Sets (Beta).
Sharing rules allocate access to users in public groups, roles, or territories. They grant users who have no access, due to
the OWD settings, additional access to the records. There are various ways a record can be shared.
Manual Sharing is only available on individual records, it is not available for all records of a certain object. Only applicable
on records that have Private or Public Read Only access in OWD.
Roles and Hierarchies:
 A role controls the level of visibility that users have to access an organization data.
 Hierarchy states that higher hierarchy person can see the lower hierarchy person records.
 This will specify hierarchy of the data model and where you stand in the hierarchy.
 Now, in the data model where you stand which data you can see which data you can’t see. It is the hierarchical data.
 If you want to delete any row sub-ordinate role should be deleted.
 We can see the role structure in 3 ways.
a. Tree view
b. List view
c. Sorted list view.
 Every user can have only one role. User can create without role; without profile we cannot create a user.
Create a Role Hierarchy
1. From Setup, enter Roles in the Quick Find box, and select Roles.
2. Select Set Up Roles and click Expand All.
3. Below CEO, click Add Role, and then complete the new role details.
4. Click Save & New.
5. Complete the next new role information.
6. Click Save & New.
7. Complete the next new role information.
Just below the name of the company, click on the button “Add Role”. Inside of the label box type “CEO” In the “this role Report to” badge,
click on the lookup icon and then click on the “select” just next to the Org.

Steps to create Hierarchy custom settings: -

8. Step-1: Navigate to Setup | Custom Settings | New.
9. Step-2: Click on new and create a custom setting object specifying the label, object name, setting type and
visibility.
10. Step-3: Create a custom field for the object created, specifying the data type and the label for it.
Quick Action
What is salesforce Quick Action:
Quick actions in salesforce provides convenient access of records to the users. With the quick actions we can create or
update records, send a mail or log a call directly from parent object.
Types
Quick Actions can also be used to launch Flows, Lightning Components, and Visualforce Pages from conveniently-
located buttons in Salesforce. There are two main types of Quick Actions: Object-Specific and Global specific.
Buttons & Links
It helps you integrate Salesforce data with external URLs, applications, your company's intranet, or other back-end
office systems.
Create a New Button
Click the gear icon on the top-right corner.
Click Setup.
Click the Object Manager tab.
Select Opportunity.
Click Buttons, Links, and Actions in the left navigation.
Click New Button or Link.
Create a New Link
From the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.
Click Default Custom Links.
Next to a sample link you want to add, click Add Now!
Change the default data for the link, as necessary.
Choose Save.
Difference between Buttons & Links
List button - Appears on a related list on an object record page.
Detail page link - Appears in the Links section of the record details on an object record
Page.
Challenges Faced by Salesforce Administrator
End-user training is on our list of the biggest challenges that Salesforce admins face. Implementing a new CRM like Salesforce
is a challenge in itself. Motivating one's team members to embrace the software is an even more herculean task. That's
because individuals train and learn in different ways.
Major Challenges

Data Mapping.
Duplicate Records.
Auto-ID Creation.
Data Migration.
Defining the Scope Precisely.
Promoting Bad Data.
Misinterpreting Real-Time Integration.
Data Rate Limits.

User level Security & Profile level Security

User level security

Provides the simplest way to control which users have access to which data. By setting permissions on a particular type of
object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object.
Profile level security
Provides the simplest way to control data access. It prevents a user or group of users from creating, viewing, editing, or
deleting any records of an object by setting permissions on that object.
Field level:
 Which fields user will able to see, which fields user not able to see, which fields value able to edit in the use , which
fields values not able to edit the user
 Profile can be control the field level access.
 Field level security or permission control whether a user can see, edit and delete the values for a particular field on
object.
Buttons:
 Used to connect users to external applications, such as web pages, and launch custom links
 We can customize the button action as per the business needs
 A custom list button an object and record detail page
 We can add a button detail page
 Buttons are used for actions that effect the website’s front end or backend links and actions the click on the new
buttons and links
create a New Button
 Click the gear icon on the top-right corner.
 Click Setup.
 Click the Object Manager tab.
 Select Opportunity.
 Click Buttons, Links, and Actions in the left navigation.
 Click New Button or Link.
 Provide a Label like New w/ Acct Info as an example. Select List Button as the Display Ty
Create a New link
 From the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.
 Click Default Custom Links.
 Next to a sample link you want to add, click Add Now
 Change the default data for the link, as necessary.
 Choose Save.
Difference between Buttons & Links
 List button - Appears on a related list on an object record page.
 Detail page link - Appears in the Links section of the record details on an object record
 Page.
Assignment rule:
 Assignment the lead/case record to either a user or a queue manually is a difficult process when we have more lead
or case record it will be time consuming
 To above problems we can make this process automated by using “assignment rule”
 Assignment rule are used to assign a lead or case record to either user or queue based on user define conditions
 We can transfer ownership of the record to specified user or queue dynamically at run
 Sf provide two types pf assignment rule
1. lead assignment rule
2. case assignment rule
1. lead Assignment Rule:
 By using lead assignment rule we can assign a lead to either a user or queue dynamically at runtime based on user define
criteria
 Each assignment rule will have one or more rule entry’s/conditions
 Rules entry’s or condition indicate rule criteria to assign a lead to user or queue
 Ex: lead: city = “Hyderabad”Hyderabad sales queue
Lead: city = “Nagpur sales queue/specific user”
Note: an organization can have multiple lead assignment rule, but only one lead assignment rule can be active at a
time
Assignment rule will fire or execute upon creating/ updating the lead

uses of lead assignment rule:

• Salesforce lead assignment rules are a numbered set of distrusting rules that determine which owner a lead record
should be assigned
• Lead assignment rule are used to automatically assign lead records to a particular usetr or queue based on defferent
conditions
What is CICD
Continuous integration and Deployment relies on testing to ensure the stability of the system. Developers
can first deploy their commits to Salesforce sandbox environments for critical unit testing from there, they can push
their commits to the live production environment.
Typically building a CI/CD pipeline consists of the following phases/stages.
Code: Checked into the repository.
Build: Build is triggered and deployed in a test environment.
Test: Automated tests are executed.
Deploy: Code is deployed to stage, and production environments.
Workflows:
 Work flow rule is an automated action which is performed when is met or a criterion met.
 Work flow rules define an object
 Work flow rules are automated process to send email alerts, to assign task, to update fields.
 Workflow rules will execute based on some criteria and evaluation rules.
 Rules:
1. Simple Rule: Based on the fields with simple operators. If u want to create a simple rule field of object.
2. Advanced Rule: Based on the formula.
Workflow actions:
1.Immediate Action: Rule executes immediately when a record matches the criteria.
There are four types of actions.
i. Field update: Updates value of a fields of a record.
ii. E-Mail Alert: Send an email to one or more recipients.
iii. Task: Assign a task to user. Task can be created on those custom objects which allow activities enable.
iv. Out bond message: Sends a secure, configuration API to designated list once.
2.Time dependant action: Rule always queues when a record matches the criteria and executing according to the time
trigger.
Time Based Workflow:
 When a workflow rule triggers its time dependant actions are placed in the workflow queues.
 Use the criteria to monitor queue.
Workflow criteria:
1.evaluation criteria:
 create: whenever new record is created go to check the condition. If modify the record it will not check the condition
 create and every time its edited: whenever a new record is created or every time the existing record is modify it will
check the rule
 created and any time its edited to subsequently: if a record already met in the condition. If you try to modify record do
not check the condition
2 Rule criteria:
 the criteria are met
 formula evaluates
process builder:
 in a single process can have multiple flows
 process builder is basically an automated tool that allows you to control the order of actions or evaluate the criteria for
a record.
 Process builder can combine multiple workflows in to a single process and can a chain of criteria, if than statements.
 Child records can be updating process builder.
 Both chatter groups and email alerts can be notified using process builder.
 Use of process builder: process builder is used for automating your business process without writing even single line of
code.
 Why process builder: the process builder is more flexible in comparison to the workflow. In workflow rule cannot update
child records, post chatter, auto submit records in approval process, invoke on apex or call flows.
 Process builder is the next version of a workflow tool. You can implement all the workflow actions except outbound mgs,
using process builder provides some additional features to accomplish complex flows.
 Actions:
 1. Create record: create a record by manually entering values or by using values of related records
 2. Update any related records: update one or more records that are related to the records that started the process-by
manually entering values or by using the values from related records,
 3 Quick actions: create a record, update a record, or log a call by using an object specific or global action that you or
another administrator created for your organization.
 4 Launch a flow: launch a flow from your process to automate complex business create flows to perform logic and enables
events triggers the flows via processes without writing code.
 5. Send a email: easily send an email from a process by using an email alert. Email alerts are configured out side of the
process builder and contain the standard text, list of recipients, and template for the email.
 6. post-to-chatter: post to the feed of user a chatter group or the record that started the process.
 7. Submit for approval: submit the record that started the process for approval.
 8. Apex
 Approval process:
 Approval process done by a specific object.
 Approval process in salesforce is a combination of steps for a record to be approved/rejected either by user, queue, or
public group.
 An approval process also specifies the actions to take when a record is approved, rejected recalled or first submitted
approval.
 Example: when an employee creates a time-off request have to the employee’s manager.
Actions in the approval process
Initial submission action: initial submission actions are the actions that occurs when a user first submission a record for
approval by default, an action to lock the record runs
1. automatically on initial submission. Initial submission actions can include any approval actions such as email alerts,
field update, task, or outbound mgs.
2. Final approval process: final approval action are the actions when a record is approved from all the approval steps. If
also lock or un locks the records as specified. it can include any approval actions such as email alert, field update,
tasks, or outbound mgs.
3. Final Rejection Approval Process: final actions are the actions when a record is rejected from any of the approval
steps. It also locks or unlocks the record as specified it can include any approval actions such as email alert, field
update, tasks, or outbound mgs.
4. .
1. Recall actions: recall actions are the actions that occur when a record is recall after submission for approval. It can
include any approval actions such as email alerts, field update, tasks, or outbound mgs.
Note: initial submissions default actions cannot be edited but final approval and rejections default actions can be
edited
Data loader:
 Data loader is a ETL tool given by salesforce
 This tool is used to work with bulk data
 This will support up to 5 million records
 This will support the operations of insert, update, upsert, delete, export.
 Data loader will be working as non-atomic (any one the record fail only that record fails that rest of operations success)
 Data loader is asynchronous (we cannot guarantee which order the data insert) insert and update the data ID is
required.
Csv (comma separate value):

 A csv file is a text file that has a specific format which allows data to be saved in a structured format.
 Csv and excel or.xls are two different files extensions containing data.
 The difference is csv or comma separate values the data is in text format separated by commas. While in excel or xls
information is in tabular form in rows and columns
Flow:
It is a powerful automation tool, which can because to perform tasks like sending on email, posting a chatter, sending
custom notification& etc
It can be trigger for record insert, update and record delete and it can be run for both after and before events
 Build a functionality of flows using configuration
Types of flows:
There are two types of flows in salesforce
1 screen flow
2 Auto launched flow
1 screen flow:
 Screen flow nothing but a UI
 Screen flow are used to create some UI where you can display some message or users can input some values based on
which the logic can be performed
 Manually records are to be entered create account, email, user data add manually
Screen option not available in the auto launcher
Flow builder:
Salesforce Flow builder is the tool for building flows in salesforce
1.Tool box: This includes the resources and elements needed to build a flow here you can view all the elements and resources
that have been added to the flow or create new resources like variables, stages, and choices.
2.Canvas: this is area where you build your flow by adding elements and can see a visual depiction of your flow
3.Button bar: This provides information about the flow such as if it is active, when it was saved and if there are any warnings
or errors
How do you want to start building:
1Free form: can drag the component on to the window/canvas
 Select the component
 Drag on the window
 Make a connection /build a connection between 2 components
2.Auto-layout: we can add the element by default
Salesforce automatically position all the elements and connector for the developer. Decide which component and then select
the component Then connection is automatically implemented you need not to again build the connection is updated
placed on the window
Flow Elements:
Logic
Assignment: how to assign variable or record using assign tool
Decision: like true or false actions like using some condition or logic
Loop: Collection sort
Data elements
Create records: the create records element allows you to create new record in your salesforce org database.it can be
create one or more records
Update records: The update records element is very similar to the create records element, except that it makes changes to
existing records instead of creating new ones
Get records: The get records element is used to get one or more records from the database based on filter criteria set in
the component
Delete records: The delete records element is used to delete records from the data base
Integration elements:
Screen
Action
Sub flow data
Rollback record
1.Auto launched
Auto launched without, execute logic automatically
There are 4 types
Record tiggered flow: this flow launches when is record is created, updated, or deleted so for we have used apex trigger for
these automations some of which can now be done using flows
Schedule tiggered flow: this flow launches at the specified time and frequency foe each record in a bath
Plat form event flow: launches when a platform event message is received . For example, you can jump the data from
external system in Platform Events and then use Flows to split and save the records in different objects.
Auto launched Flow: Launches when invoked by Apex , Process Builder or even REST API
Resources in Flow
Variable
Constant
Formula
Text Template
Choice
Record choice set
Picklist
Flow Builder Advantages:
Support for flow screens using Lightning components.
Access to debug information from inside the tool.
Association of flows to records using the Guided Action List component.
Flow Builder is developed with Flash-free that means no need of Adobe Flash. Flows are a core feature of salesforce and
offer no-code(declarative)functionality for a wide range of use cases.
It is a multi-step automated logical processes that allow you to create new records, edit, or delete existing records based
on criteria that you defin
When to use Flow builder?
1.Automate a guided visual experience.
2.To build more complex functionality as compared to process builder.
3.Need to call flows from process builder.
3.Need to call flows from apex or lightning component
Limits and Consideration for flows:
Maximum number of versions per flow-50
Maximum number of executed elements at run time-2000
Workbench in Salesforce can also be used in interesting ways that you may not have thought about. In this
guide, we’re going to cover six you can benefit from.
What is Salesforce workbench
Workbench in Salesforce is a free, web-based tool that can be used for data management activities.
Workbench is an interface that gives Salesforce admins and developers a scaled-down, functional user
experience to work with Salesforce data. Force.com APIs transfer data between your Salesforce
environments and Workbench.
Common ways to use Workbench include
Bulk record updates, mass creation, and mass deletion.
Perform SOQL and SOSL.
Deploy and debug applications.

Benefits of Salesforce workbench

Benefits of Salesforce workbench

Salesforce Workbench delivers many benefits for those who know how to leverage its features to the
maximum. Although there are differences between Salesforce data management tools, there are stand-out
reasons why I particularly like Workbench:
If you’re already logged in to Salesforce, Workbench can maintain your current user session so you
don’t need to log in again.
Work with any standard or custom objects. This is different to the Salesforce Data Import Wizard, for
example, which doesn’t let you mass update Opportunities.
Force-reset a user’s Salesforce password on their behalf.
It’s free, pretty fast, and really easy to use.
 Data import wizard:
 The data import wizard makes it easy to import data from many standard sf objects, including accounts, contacts,
leads, solutions, campaign members and person accounts. You can also import data for custom objects you can
import 50000 records at a time.
 The data import wizard tool can be used to import data, update data, or upset data in to multiple standard objects
and custom objects within salesforce.
 The data import wizard is a tool that allow to you import data from csv (comma separate value) files in to your sf
organization. You can use it to create new records or updating existing records in your organization.
Who can access data import wizard:
 Users who are not administrators can also the data import wizard from their personal settings to import accounts,
contacts, leads, person accounts click standard objects.
Deference between data loader and data import wizard
 The data import wizard by supports certain standard objects and does not support opportunities so use the data
loader when working with opportunity record.
 Data import wizard importing up to 50000 records and data loader importing up to 5 million records.
 Data import wizard can only insert, update, upset, only but data loader used to insert, update, upsert, delete,
export.
What Is Case?
Cases are the foundation of the Service Cloud and are used to track customer issues
and inquiries. Cases are typically used to track and manage Customer’s question,
feedback, or issue.
What Is Salesforce Case Management ?
Salesforce Case Management allows us to record, track and solve customer issues
by sales, service and support. It includes the ability to create cases either from an
email (email to case), from a web form (web to case), or manually. Cases can be
managed in queues and assignment rules and escalation rules can be defined.
Record Types:- Record types determine the business processes, page layouts, and picklist
values users have access to.
A record type is the format for a particular type of change request. It is roughly analogous to
a table in a relational database. Each record type defines the data that can be collected for one
type of change request.

How many record types can be created in Salesforce?

Salesforce recommends that you do not use too many record type objects. It limits the ideal
number of record types to 200.

What are the advantages of record types in Salesforce?

Record types allow administrators to create a different page layout with custom picklist fields and
values for the same business process and various business processes.

What are two main types of records?

Records can be divided into two categories: 1) Official, and 2) Transitory/Convenience.
"Official records" are: records having the legally recognized and judicially enforceable quality of
establishing some fact, policy, or institutional position or decision.
Reports:- A report is a list of records that meet the criteria you define. It's displayed
in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a
graphical chart. Every report is stored in a folder. Folders can be public, hidden, or
shared, and can be set to read-only or read/write.

There are four types of reports that you can create in Salesforce: Tabular,
Summary, Matrix and Joined. Each one is best suited to show different types of
data, depending on what you want out of a report.

• Tabular Reports: This is the most basic report format. It just displays the row of
records in a table with a grand total.
• Summary Reports: It is the most commonly used type of report.
• Matrix Report: It is the most complex report format.
• Joined Reports.
Dashboards:- Dashboards are graphical representations of reports. It shows data
from source reports as visual components. These components provide a snapshot of
key metrics and performance indicators of the organization at a glimpse.
Salesforce Dashboards are two types dashboard and
Dynamic Dashboards. Dynamic Dashboard in Salesforce are used to display
information to a specific user using Security settings. Salesforce Dashboards are
stored in Folders.