Getting Started WIth SalesForce Part I

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part I

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 Guide for SalesForce. The document focuses on basic

keywords, terminology and definitions one should know before starting SalesForce

Join our professional training program and learn from experts.

History:Version Description Change Author Publish Date0.1 Initial Draft Chandra prakash 12

thSep 2012

0.1 Review#1 Amit Sharma 18th

Sep 2012


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Contents

About SalesForce.com .................................................................................................................................. 4

About Cloud Computing ................................................................................................................................ 4

SalesForce Supported Browsers ................................................................................................................... 4

Froce.com Platform Architecture ................................................................................................................. 5

Sales and Service Cloud................................................................................................................................. 5

Sales Cloud ................................................................................................................................................ 5

Service Cloud ............................................................................................................................................. 6

How To create Account on SalesForce.com For Trail ............................................................................... 6

Custom objects ................................................................................................................................... 10

Store Capacity ..................................................................................................................................... 10

Manage Users ..................................................................................................................................... 10

Permission Sets ................................................................................................................................... 12

Public Groups ...................................................................................................................................... 14

Login History ....................................................................................................................................... 16

Company Profile .................................................................................................................................. 16

Standard Fiscal Year ............................................................................................................................ 17

Custom Fiscal Year : ............................................................................................................................ 18

Business Hours .................................................................................................................................... 18

Holidays ............................................................................................................................................... 19

My Domain : ........................................................................................................................................ 20

Language Settings ............................................................................................................................... 20

Create New Apps ................................................................................................................................ 21

Custom Labels ..................................................................................................................................... 24

Objects ................................................................................................................................................ 25

Custom Fields & Relationships ............................................................................................................ 29

How To change currency type ............................................................................................................ 33


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About SalesForce.com

SalesForce.com is the enterprise software company work on cloud computing it provide social

and mobile cloud technologies and flagship sales, CRM ( Customer Relationship Management )

applications.

The Company was founded in March 1999 by former Oracle executive parker Harris, Marc

Benioff , Frank Dominguez as and Dave Moellenhoff a company specializing in Software as a

Service(SaaS).

SalesForce Have a 100,000+ successful customers

About Cloud Computing

Cloud Computing is a general term for anything is available on internet. All data store in server

Access the data(Read and Write) using internet

Cloud Computing divided into three categories :-

SalesForce Supported Browsers

1. Microsoft Internet Explorer versions 6,7, 8,9, and 10

2. Mozilla Firefox, most recent stable version

3. Google Chrome, most recent stable version Google Chrome Frame plug-in for

4. Apple Safari versions 5.x and 6.x on Mac OS X


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Froce.com Platform Architecture

Sales and Service Cloud

Sales Cloud

Marketplace for certified reliable

and secure on-demand applications

Force.com builder VisualForce

Force.com site.

Automation Formula fields,

validation rules, workflows,

approvals, and Apex triggers.

open standards based inbound and

outbound messaging

Custom data object and fields,

document management.

Infrastructure:- Reliable, redundant,

and secure data centers.

Force.com

Metadata API,

IDE, Sandbox

and Code shar

Sales Cloud

Accounts & contact Management

Marketing

Opportunities Partners Selling

Productivity Resources

Analytics


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Service Cloud

How To create Account on SalesForce.com For Trail

if you want to create account on SalesForce you have two way

1. http://www.salesforce.com

2. http://www.Developer.Force.com

Step [1] :- Open web browser Enter address on URL http://www.Developer.Force.com

it will appear as shown in figure

Step 2 :- Click on Join Now Button.


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Step 3 :- After Click Joint Button you Show Now new Page that is called Registration page it

show in figure

Note :-

1.) First Name, Last Name Field

- Don't give any Space and Special character space allow.

2.) And other field No Specific Validation.

Step 4 :- open your email that Enter you in Email Field. open mail that coming from

[email protected] in figure

Click On Job Role show Role :-

Developer

Architect/CTO

Administrator

IT Manager/Executive

Insert any username

For Ex:[email protected]

Don't use This mail id

[email protected]

Enter Valid

mail ID

X

chandra. rakash rediff.com

Click Here To Sign
mailto:[email protected]:[email protected]:[email protected]


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After click this link show new web page on this page to create own password show in figure

Click here on this link

Click here...


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click to save link and view home screen salesforce.com

Note :- After Logout you have to way of login

1.) http://salesforce.com click to login button.

2.) http://developer.force.com click to DE Login Button

System Over View :- Click to -> setup button then click to -> Monitor and click to -> System over view

Home Screen


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Custom objects

Custom object are custom database table that store organization data.

There is List of custom object :-

-naming conversions for Custom Object.

-Relationships Among custom object.

-Audit fields for Custom Objects.

-Sharing and Custom Objects.

-Required Fields in custom Objects.

-Managed Packages and API Names.

Custom Settings :- To manage custom setting, create, edit, and delete.

Data Storage :- Store the data in salesforce.com

Store Capacity

SalesForce Edition

Data Storage Minimum

per Organization

File Storage Minimum

per Organization

Storage Allocation Per

User License

Personal 20 MB (approximately

10,000 records)

20 MB N/A

Contact Manager 1 GB 11 GB 20 MB of data storage and

612 MB of file storage

Group 1 GB 11 GB 20 MB of data storage and


Professional 1 GB 11 GB 20 MB of data storage and


Enterprise 1 GB, plus 5 MB for each

Gold Partner license

11 GB 20 MB of data storage and


Unlimited 1 GB, plus 5 MB for each

Gold Partner license

11 GB 120 MB of data storage and


Developer 5 GB 20 MB N/A

Manage Users

1. Users :- Add or edit users set user quotas.

2. Mass Email User :- To send mass emails to person accounts, or contacts.


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Roles :- Role in nothing but role is show your origination hierarchy it to be edit, delete andAssign role.

role show in tree view.

Step 1. To create a role click to setup menu -> click Add Role

Note:- Second way go to role Click to Administer --> Manage Users --> Roles

Step 2. To edit a role, click Edit next to a role name, then update the role fields as needed.


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Step 3. To delete a role, click Delete to the role name. show below screen

Step 4. To assign other user to role, click Assign to the role name.

Permission Sets

Permission Sets nothing but A Permission Set is a collection of settings available tools to set user

permission sets.

-You can Set up to 1000 Permission sets.

- Permission Sets available on Enterprise, Unlimited, Developer, and Database.com Editions.

Click on Setup -> Administer -> manage Users -> Permission Sets

Next Step :-

Click To New


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*if you plan to assign this permission set available to multiple user with different licenses .

* if select --None-- to you will use one type license.

Click to Save after that show on screen blow

Enter a label,

API name, and

description.

Click to Save


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Profiles :- profile called as standard Profiles there is show header name Action, Profile Name, User

License, Custom.

Click on Setup -> Administer -> manage Users -> Profiles

Public Groups

Public groups to perform create group and edit group.

Note :-

- public groups available in Developer, Enterprise, Unlimited, professional and database.com Editions.

- Administrators can create, edit groups, but other user create and edit own groups only.

Click on Setup -> Administer -> manage Users -> Public Groups

Click to new button after that next screen show Blow

Create new clone rofile

Edit Profile

clone profile

Delete profile

If you want to create

new Public Group

Click to new Button

Edit and Delete


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Fill all field's and save group.

Queues :- Click on Setup -> Administer -> manage Users -> Queues

click to New Button

click here to save

Public Groups

Click here to create new

ueues

Fill all field's and save Queues


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Login History

Check your login detail's in given format

Username, Login time, Source IP, Login type, status, Browser, platform, Application, Client version, API

Type, API version, Login URL

Login history all show download in two format

- CSV File

- GZIP FileClick on Setup -> Administer -> manage Users -> Login history

Company Profile

I.) Company Information.

II.) Fiscal Year.

III.) Business Hours.

IV.) Holidays.

V.) My Domain.

VI.) Language Settings.

I.) Company Information :- Available all information when you provide information create company onSalesForce under the setup at company information.

if you want to change this information you can change it click to edit button

Click on Setup -> Administer -> Company Profile -> Company Information


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.

II.) Fiscal Year :- Fiscal Year to add easily your Business, provide by SalesForce

There Two Way of Add Fiscal Year -

1.) Standard Fiscal Year.2.) Custom Fiscal Year.

Click on Setup -> Administer -> Company Profile -> Fiscal Year

Standard Fiscal Year

Click Here To edit

information


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Custom Fiscal Year :

Business Hours

You can specify the business hours according to your business, all show provide multiple business hours

in multiple time zones. You can all show edit or update your old Schedule.

How To set Business Hours :

step 1# :- Click on Setup -> Administer -> Company Profile -> Business hours

step 2# :- After Click open this Window.

click here to add New

Business hours

Edit or U date Business Hours


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Holidays

Set your business holidays. And you all show edit and delete holyday list.

step 1# :- Click on Setup -> Administer -> Company Profile -> Holidays

Step 2# :- After Click New Button

Save your

Business HoursSet Your Business Hour

Select Your Time Zone

Select Business

Hours

Click here to add new hol da s


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fill all the field's like Holiday Name, Description, Date, Time, Recurring Holiday etc.

My Domain :

My domain define custom SalesForce domain name, And define custom domain name only one time.

Click on Setup -> Administer -> Company Profile -> My Domain

Language Settings

Set language in available language list .

Click Here Save Holiday

Provide

Your Domain

Name that you

want


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Create New Apps

Build -> CreateApps Apps as is a group of applications. you can all so use the apps on Force.com dropdown app menu

at the top right side corner on screen of every page you can move to app easily.

And all so add new custom app on this menu.

SalesForce provide Force.com app you can't delete this app this only editable and you can update on

this app.

But if you create new custom app have you authorize delete and edit this apps.

Select available language in

list

Click here save language

Click here Create

New Custom


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There is five step create custom app.

step #1 :- Click to New button

Step #2 :- Click to Next button.

Step #3 :- In this step select your company log by insert an image button if you want to restore your

privies logo to click on Reset to Default button and Click to Next button so on screen.

There is two option if you select to custom app

click to next.

Fill App label and

Description and Click to

Next button.

This is logo

your company


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Step #4 :- In this step add to Available Tabs in your custom app. Available Tabs view in screen to click

to Add button add any available tabs.

if you want to remove selected tab click to Remove button.

if you want to change position on selected Tabs select any tab and use Up and Down button.1

After that click to Next button.

Step #5 :-

if you want to this app visible all custom app checked on Visible check box and click to Save button.


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After that click to save button you will see IT Manager add on Force.com dropdown menu and all so

add in apps menu.

Custom Labels

Custom Labels is a Custom text value it can accessed apex classes, Visualforce page.

Custom Labels can be up to 1000 characters and create 5000 custom labels for you organization.

Step #1 :-

click to New Custom Label to create new custom label.

Step #2 :- There is have seen some field's Short Description, Language, Name(This field auto fill by

salesforce.com) Categories, Value.

All field's fill and click to Save button if you want to add more fields click to Save & New button.

After save custom label you can edit and delete custom label.


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Assigning Interaction Logs :-

Assigning Interaction Logs cloud console service write to record log file.

by default select Default Interaction Log if you want to some changes in this interaction log click to Edit

button

If you need new Interaction Log Layout click to New button and you want to log layout assignment to

click Log Layout Assignment button.

Objects

Custom object are custom database table that provide to store information unique to your

organization .

you can create custom tab, custom related list.Click to Setup --> Build --> Create --> Objects

Click to New Custom Object for create new custom object.

if you create already custom object and want to edit and delete you can do it click to edit button and

delete button.

After Click on New Custom Object show new screen

Click here to add new

custom objects...


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Click to save after that show on new screen

Step 1#

Select object name and provide Tab style click to tab style button or icon and give description and click

to Next button show blow screen.

Give Meaning full Description

Provide plural Type Value

select Data Type There is to type Data

Type

1.)Text 2.)Auto Number


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Step 2# :-

Click to Next button show screen blow.

Step 3# :-


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After Click to Save button show on screen blow

Then you see add new Department Tab on your screen and it show in the plural level.

if you want to Edit and Delete this custom object on your origination.

Click on the Departments Tab Show new Screen.

you choose icon there show on same color and same icon.

Add to new Departments Click to New button and show screen blow.

Give the Department Name and click to Save button.

if you want to save more Department name Save Click to Save & New button.

After save Department you can show blow screen. you can all edit, delete, clone etc operation perform.

Give De artment name


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Custom Fields & Relationships

New custom field's nothing but there is many data type define.Auto Number, Formula, Lookup Relationship, master-Detail Relationship, checkbox, Currency, Date,

Date/Time, Email, Geolocation, Number, Percent, Phone, Picklist, Picklist(Multi-select)

Text, Text Area, Text Area(Long), Text Area(Rich), Text(Encrypted), URL.

How to Add Custom Fields Relationships :-

Click to Setup -> Build -> Create -> Objects -> Select Any custom object -> Click to New in custom

fields & Relationships.

After that show new screen there is all data type available .

Auto Number, Formula, Lookup Relationship, master-Detail Relationship, checkbox, Currency, Date,

Date/Time, Email, Geolocation, Number, Percent, Phone, Picklist, Picklist(Multi-select)


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Step 1#:-

Step 2# :-

Have go to Checkbox -> Checked any checkbox radio button and click to Nextbutton.

Select Any Radio Button And

Click To Next Button.


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Click to Nextbutton and show new screen blow. After that click to Nextbutton.

Click to Next bu8tton and show new screen blow

Enter The Label Name

Show Help(Tool

tip) on mouse

Hover


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Click to Save button save this new custom field . After that show new screen

If you want to add new Department click to Departments Tab -> After that click to New button

Save this custom field after that show new screen blow . in this section show Location and Maxx pay

and you can all so perform edit, delete, clone .

there is tow way of edit this field

1. Click on Edit button edit all field.

2. Double Click on any custom field They Field is open on edit mode. it is called inline editing.

They two Field's are Custom field


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How To change currency typeIf you want to change the currency type Click on Setup -> Administer -> Company Profile -> Company

Information Click to Edit button and go to Local Setting find Currency Locale Field. and Select any

available currency list in dropdown and choose & change the currency Type. Then save this data.

Getting Started WIth SalesForce Part I

Documents