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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
Enter Valid
mail ID
X
chandra. rakash rediff.com
Click Here To Sign
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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
612 MB of file storage
Professional 1 GB 11 GB 20 MB of data storage and
612 MB of file storage
Enterprise 1 GB, plus 5 MB for each
Gold Partner license
11 GB 20 MB of data storage and
612 MB of file storage
Unlimited 1 GB, plus 5 MB for each
Gold Partner license
11 GB 120 MB of data storage and
612 MB of file storage
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.