1. Introduction To Salesforce
Learn Salesforce Basics
Himanshu

3. Introduction
Salesforce is the worlds' first and most popular CRM system headquartered in San Francisco.
It was founded in March 1999 by former Oracle executive Marc Benioff and Parker Harris
Low cost, Low risk Cloud based solution software service to buy
Multitenant Architecture

4. Multitenant Architecture

5. What is CRM CRM is Model used to manage an Organisation’s interactions
Phone Call
Meetings
Social media
With customers and prospects pertaining to
Sales
Marketing
Support

7. Salesforce Applications
Sales Cloud
Service Cloud
CRM
Custom Apps
App Exchange
Salesforce

8. Salesforce Editions Contact Manager Edition Group Edition
Developer Edition
Personal Edition
Professional Edition
Enterprise Edition
Unlimited Edition
Performance Edition
Database.com Edition

10. Salesforce Data Model (Objects)
Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and other related objects
Task and Event Objects—includes tasks and events and their related objects
Support Objects—includes cases and solutions and their related objects
Document, Note, and Attachment Objects—includes documents, notes, and attachments and their related
objects
User and Profile Objects—includes users, profiles, and roles
Record Type Objects—includes record types and business processes and their related objects
Product and Schedule Objects—includes opportunities, products, and schedules
Sharing and Team Selling Objects—includes account teams, sales teams, and sharing objects
Territory Management—includes territories and related objects
Process Objects—includes approval processes and related objects
Content Objects—includes content and workspaces and their related objects.
Salesforce Chatter Objects—includes objects related to feeds.

12. Watching videos and reading books is not enough
A saying, “Newbies will make many, many mistakes but in the actual doing it that they have the best chance of learning, improving and mastering. This is the only thing that counts in the end - doing it.

13. Must have

14. Personal Information

15. Personal Information

16. Objects Tab

17. List Views / Enhanced List Views

18. Detail Page

19. URL & ID generation of records
Whenever you are going to see any record details, the URL something :-
This is record unqiue ID, for particular org
It will be 15 or 18 digit (starting 3 characters represent the Object)
00QXXXXXXXXXXXX

20. Setup Screen

23. Relationships LookUp RelationShips Master-Detail Relationships
Loosely coupled
Tightly coupled
Child field value may be optional
Child field value is always required
No cascade delete
Cascade delete
Independent ownership & sharing
Inherited ownership & sharing
Maximum 25 lookup relationships per child
Maximum 2 master relationships per detail object.
Can be multiple levels deep
If master is a standard object: 2 additional subdetails If master is a custom object:  3 additional subdetails

24. Many to Many Relationships
Self Relationships
A self Relationship is a lookup relationship to the same object.
For Example:-
User Object has a special type of lookup relationship: the hierarchy relationship. For example a hierarchy relationship allows developers to create a Manager field on the User object to relate another User.
Many to Many Relationships
We can achieve this type of relationships , by creating a junction object to connect 2 objects.
A junction object is a Custom object with 2 master-child relationships.

26. Instance Types Dev Environment (CS) Sandbox Environment
Production Environment

27. Thank You!