1. Standup an ORG in 1 hour flat !! Dallas Salesforce Developer User Group Presented by: Lori F. Gordon October 23, 2013 lori@lorishill.com 469-585-6090

2. Agenda Basics of a Salesforce Org Salesforce Standard Objects What comes with them? Lets see and build our App. Salesforce Custom Objects What can you do with them? Lets build a couple 2

3. Terminology Org Your Salesforce environment. Can be Production, Sandbox, Dev and others (Nonprofits are different). Leads Suspect / Prospect information which needs to be qualified. Account An organization, individual, or institution that you wish to track in a business relationship Contact Any individual or influencer associated with an account or opportunity OpportunityA potential revenue-generating event (deal) CampaignA Marketing Initiative that you wish to track. 3

4. Lead and its Conversion Company Info Contact Info Convert Lead Opportunity Contact Account 4

5. Salesforce.com Entity Relationships Account OpportunityContact 1 1 88 8 8 A Contact is directly associated to One Account A Contact can be associated to Many Opportunities An Opportunity is directly associated to One Account An Opportunity can be associated to Many Contacts An Account is associated to Many Contacts An Account can be associated to Many Opportunities 5

6. Salesforce.com Entity Relationships An Opportunity can be associated to Many Contacts An Account is associated to Many Opportunities A Contact can be associated to Many Opportunities An Account is associated to Many Contacts An Opportunity is directly associated to One Account A Contact is directly associated to One Account 6

7. Lets get Started

8. Get an Org An organization can get a Salesforce org by: Signing up for a 30 day trial and getting started Contacting Salesforce for a Sales rep and purchase the necessary Salesforce package(s) 8

9. Get an Org Anyone can get a free Developer Org by signing up for one at: developer.force.com 9

10. First things First 10 Make it your own – Company info (Setup/Administration Setup/Company Profile/ Company Information) - (Lori note: demo Personal/TCEC) Company Address, phone, time zone, default notifications for new users

11. First things First (Contd) 11 Make it your own – Company logo (20K size limit) and Company App Upload a logo into a folder in your Documents tab Check: Externally Available Image Create a Custom App ( Standard ones dont allow logo changes ) Setup/Create/Apps/New Give it a name (My Favorite Stuff) Insert a logo Image (from your Documents folder) Select the Tabs (objects) you want to include Select the profiles you want to have access Save Reorder and put yours on top

12. First things First (Contd) 12 Make it your own – Change your page layout Setup/Customize/Accounts/Fields New Custom field Text Access and Page Layout wizard. Make it your own – Add your custom fields Setup/Customize/Accounts/Page Layouts Add, remove, re-organize fields and sections on the page

13. Why Use Standard vs. Custom? Many built-in, object-specific features: Built-in Best Practices Web-to-Lead, Email-to-Case, Web-to-Case Auto-response rules Assignment rules - who gets this Lead/Case based on key fields Lead/Sales/Support/Solution/Approval Processes Activities (Events, Tasks) Lead Conversion process Opportunity Stages/Probabilities/Forecasting Standard Reports & Dashboards Thousands of AppExchange add-ons Automatic mobile access 13

14. Lead Management

15. Lead Standard Fields Lead Owner Prefix First Name Last Name Title Lead Source Address (Mailing Address) Phone Mobile Fax Email Website Lead Status Rating Email Opt Out (check) Do Not Call (check) Description Campaigns* Company (Account Name) No. of Employees Industry Annual Revenue Bold = Required Underline = Picklist 15

16. Why Use Custom? To extend standard functionality Add objects that may or may not be associated with standard ones Use Visual Force and other tools to change the User Interface to anything you want Write logic and buttons do to additional processing Integrate with other systems The sky is the limit….. 16

17. Lets Create some Custom objects 17 FieldTypeCategories for Type ReaderText(Pulled from Contacts) Booth IDPicklist DoubleWide Red Orange Mango Yellow Lime Blueberry Plum New Booth 1 New Booth 2 New Booth 3 Recording at Home Date mm/dd/yyyy Start TimeTime End TimeTime Segment IDText(Pulled from Segment) CommentsText area Segment CompleteCheckboxYes/No In the RRR Sandbox Org (configured for Nonprofit), create a Session Object as follows: - (Lori note: demo Personal/RRR)

18. Lets Create some Custom objects (Contd) 18 In the RRR Sandbox Org create a Contact/Project junction object. A Junction object is needed to create a many to many relationship between two objects. Contacts can work on many Projects Projects can have several Contacts working on one. (Navaid will walk us through the details here)

19. Questions ?