Salesforce Notes

SALESFORCE NOTES
# What is Salesforce?
- Salesforce is a customer success platform designed to help you sell, service, market, analyze, and
connect with customers.
- Salesforce has everything you need to run your business from anywhere. Using standard products
and features, you can manage relationships with prospects and customers, collaborate and engage
with employees and partners, and store your data securely in the cloud.
## Salesforce Data
- Salesforce organizes data into Òbjects` and `Records`.
## Objects
-- Objects are tables in the Salesforce database that store a particular kind of information.
- There are standard objects like Accounts and Contacts and custom objects like the Property object
you see in the graphic.
## Records
- Records are rows in object database tables.
- Records are the actual data associated with an object.
## Fields
- Fields are columns in object database tables.
- Both standard and custom objects have fields. On our Property object, we have fields like Address
and Price.
## App
- An app in Salesforce is a set of objects, fields, and other functionality that supports a business
process.
- You can see which app you’re using and switch between apps using the Àpp Launcher`.
##Salesforce Platform Basics
- Salesforce is more than just a CRM.
- Salesforce comes with a lot of standard functionality, or out-of-the-box products and features that
you can use to run your business. Here are some common things businesses want to do with
Salesforce and the features we give you that support those activities.
https://in.linkedin.com/in/pradeepjha1988 Mo-9829121431
SALESFORCE NOTES
## Salesforce Standard Objects
- Objects that Salesforce already comes set up with and ready for use.
- Accounts, Contacts, Leads, Opportunities
## Accounts
- Companies you’re doing business with. You can also do business with individual people, like solo
contractors, using Person Accounts. More on that later.
## Contacts
- People who work at a company you’re doing business with (Accounts).
## Leads
- Potential prospects who are not yet ready to buy or you haven't determined what product they
need.
- You don't have to use Leads, but they can be helpful if you have team selling, or if you have
different sales processes for prospects and qualified buyers.
## Opportunities
- Qualified leads that you’ve converted. When you convert a lead, you create an Account and Contact
along with the Opportunity.
# Data Quality
## Causes of Bad Data
- Missing Records
- Duplicate Records
- No Data Standards
- Incomplete Records
- Stale Data
## Benefits of Good Data
- Prospect and target new customers
SALESFORCE NOTES
- Identify cross-sell and upsell opportunities
- Gain account insights
- Increase efficiency
- Retrieve the right info fast
- Build trust with customers
- Increase adoption by reps
- Plan and align territories better
- Score and route leads faster
# Reports and Dashboards

## 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.
## Dashboards
- A dashboard is a visual display of key metrics and trends for records in your org.
- The relationship between a dashboard component and report is 1:1; for each dashboard
component, there is a single underlying report.
- However, you can use the same report in multiple dashboard components on a single dashboard
(e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be
shown together on a single dashboard page layout, creating a powerful visual display and a way to
consume multiple reports that often have a common theme, like sales performance, customer
support, etc.
## Report Type
- A report type is like a template which makes reporting easier.
- The report type determines which fields and records are available for use when creating a report.
This is based on the relationships between a primary object and its related objects. For example,
with the ‘Contacts and Accounts’ report type, ‘Contacts’ is the primary object and ‘Accounts’ is the
related object.
## Enable Report Builder for All Users
1. To enable the report builder for all users, from Setup, enter `Reports and Dashboard Settings` in
the Quick Find box, then select `Reports and Dashboard Settings`.
SALESFORCE NOTES
2. Review the Report Builder Upgrade section of the page, and then click Ènable`. If you don’t see
the button, report builder has been enabled for your organization.
3. Confirm your choice by clicking `Yes, Enable Report Builder for All Users`.
## Report Formats
* Tabular - Make a list
* Summary - Group and summarize
* Matrix - Group and summarize, by row and column
* Joined - Show reports side-by-side, in blocks
# Object Manager
- Object Manager is where you can view and customize standard and custom objects in your org.
## Setup Menu
- The menu gives you quick links to a collection of pages that let you do everything from managing
your users to modifying security settings.
### Administration
- The Administration category is where you manage your users and data. You can do things like add
users, change permissions, import and export data, and create email templates.
### Platform Tools
- You do most of your customization in Platform Tools. You can view and manage your data model,
create apps, modify the user interface, and deploy new features to your users. If you decide to try
your hand at programmatic development, Platform Tools is where you manage your code as well.
### Settings
- Settings is where you manage your company information and org security. You can do things like
add business hours, change your locale, and view your org’s history.
## Main Window
- This is where you can see whatever it is you’re trying to work on.
SALESFORCE NOTES
# AppExchange
- Salesforce has a community of partners that use the flexibility of the Salesforce platform to build
amazing apps and other solutions that anyone can use. These offerings are available (some for free,
some at a cost) for installation on AppExchange.
# Data Model
- Collection of objects and fields in an app
## Standard Objects
- Objects that are included with Salesforce. Common business objects like Account, Contact, Lead,
and Opportunity are all standard objects
## Custom Objects
- Objects that you create to store information that’s specific to your company or industry.
## Object Relationship
- Object relationships are a special field type that connects two objects together
### Lookup Relationships
- A lookup relationship essentially links two objects together so that you can “look up” one object
from the related items on another object.
- Lookup relationships can be one-to-one or one-to-many (e.g. Account to Contacts is one-to-many).
- Objects in lookup relationships usually work as stand-alone objects and have their own tabs in the
user interface.
### Master-Detail Relationships
- In this type of relationship, one object is the master and another is the detail. The master object
controls certain behaviors of the detail object, like who can view the detail’s data.
- The detail object doesn’t work as a stand-alone. It’s highly dependent on the master.
### Hierarchical relationships
- Hierarchical relationships are a special type of lookup relationship.
- The main difference between the two is that hierarchical relationships are only available on the
User object.
SALESFORCE NOTES
## Schema Builder
- Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing
and understanding complex data models.
- You can also create objects using Schema Builder. If you prefer, you can create objects in this visual
interface if you’re designing your system and want to be able to revise all your customizations on the
spot.
# Data Management
## Data Import
### Data Import Wizard
- Lets you import data in common standard objects, such as contacts, leads, accounts, as well as data
in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to
specify the configuration parameters, data sources, and the field mappings that map the field names
in your import file with the field names in Salesforce.
### Use the Data Import Wizard When:
* You need to load less than 50,000 records.
* The objects you need to import are supported by the wizard.
* You don’t need the import process to be automated.
### Data Loader
- This is a client application that can import up to five million records at a time, of any data type,
either from files or a database connection. It can be operated either through the user interface or
the command line. In the latter case, you need to specify data sources, field mappings, and other
parameters via configuration files. This makes it possible to automate the import process, using API
calls.
### Use Data Loader When:
* You need to load 50,000 to five million records. If you need to load more than 5 million records, we
recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner
product.
* You need to load into an object that is not supported by the Data Import Wizard.
* You want to schedule regular data loads, such as nightly imports.
SALESFORCE NOTES
## Data Export
### Data Export Wizard
- This is an in-browser wizard, accessible through the Setup menu. It allows you to export data
manually once every six days (for weekly export) or 28 days (for monthly export). You can also export
data automatically, at weekly or monthly intervals.
### Data Loader
- Same definition as Data Loader above.
### Export Now
- Exports data immediately.
### Schedule Export
- Schedule the export process for `Weekly` or `Monthly` intervals.
# Lightning Experience Customization
## Setting up an Org
1. Create a Custom Object
2. Create a Custom Object Tab
3. Create Custom Fields
4. Create Records
## What Is a Lightning App?
- An app is a collection of items that work together to serve a particular function. In Lightning
Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one
convenient bundle in the navigation bar.
## App Manager
- The App Manager is your go-to place for managing apps for Lightning Experience. It shows all your
connected apps and Salesforce apps.
SALESFORCE NOTES
- Use the Lightning Experience App Manager to:
- View all your Salesforce apps.
- Create Lightning apps or connected apps.
- See which apps are visible in Lightning Experience.
- Easily manage apps.
---
## List Views
- Shows a list of data in tabular form.
- It can be filtered and sorted.
- It can be used as reference to create Charts as long as the user has permission that that list view
(Except the "recently viewed" list view).
---
## Compact Layouts
- Compact layouts control which fields your users see in the highlights panel at the top of a record.
- They also control the fields that appear in the expanded lookup card you see when you hover over a
link in record details, and in the details section when you expand an activity in the activity timeline.
- Compact layouts also control how records display in the `Salesforce mobile app`. If your company
uses the Salesforce mobile app, you can help your users see what they need on mobile screens,
where space is limited and quick recognition of records is important.
---
## Page Layouts
- Helps you manage the content of pages in both our Classic UI and in Lightning Experience
- The page layout editor lets you:
- Control which fields, lists of related records, and custom links users see
- Customize the order that the fields appear in the page details
- Determine whether fields are visible, read only, or required
- Control which standard and custom buttons appear on records and related lists
SALESFORCE NOTES
- Control which quick actions appear on the page
##Custom Buttons and Links
- Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your
company’s intranet.
- Custom buttons can connect users to external applications, such as web pages, and launch custom
links.
### 3 types of Custom Buttons and Links
1. `List button` — Appears on a related list on an object record page.
2. `Detail page link` — Appears in the Links section of the record details on an object record page.
3. `Detail page button` — Appears in the action menu in the highlights panel of a record page.
---
## Quick Actions
- Actions let your users quickly do tasks, such as create records, log calls, send emails, and more.
- With custom actions, you can make your users’ navigation and workflow as smooth as possible by
giving them quick access to information that’s most important.
### Object-specific actions
- Object-specific actions have automatic relationships to other records and let users quickly create or
update records, log calls, send emails, and more, in the context of a particular object.
### Global actions
- You create global actions in a different place in Setup than you create object-specific actions.
They’re called global actions because they can be put anywhere actions are supported.
- Use global actions to let users log call details, create or update records, or send email, all without
leaving the page they’re on.
SALESFORCE NOTES
# Lightning Experience Reports & Dashboards

## Report
- In its simplest form, a report is a list of records (like opportunities or accounts) that meet the
criteria you define. But reports are much more than simple lists.
- To get the data you need, you can filter, group, and do math on records. You can even display them
graphically in a chart!
## Dashboard
- A dashboard is a visual display of key metrics and trends for records in your org.
- The relationship between a dashboard component and report is 1:1; for each dashboard
component, there is a single source report. However, you can use the same report in multiple
dashboard components on a single dashboard (for example, use the same report in both a bar chart
and pie chart).
- You can display multiple dashboard components on a single dashboard page, creating a powerful
visual display and a way to consume multiple reports that often have a common theme, like sales
performance or customer support.
- `Dynamic dashboards` are dashboards for which the running user is always the logged-in user. This
way, each user sees the dashboard according to his or her own access level. If you’re concerned
about too much access, dynamic dashboards might be the way to go.
## Report Type
- A report type is like a template that makes reporting easier.
- The report type determines which fields and records are available for use when creating a report.
This is based on the relationships between a primary object and its related objects.
- For example, with the ‘Contacts & Accounts’ report type, ‘Contacts’ is the primary object and
‘Accounts’ is the related object.
- `Primary object with related object` — Records returned are only those where the primary object
has at least one related object record. In our example of Opportunities with Products, the only
records that would be displayed on the report would be opportunities that have at least one related
product record.
- `Primary object with or without related object` — Records returned are those where the primary
object may or may not have a related object record. If we were to create a custom report type,
Opportunities with or without Products, then opportunities would be displayed whether or not they
have a related product record.
SALESFORCE NOTES
## Report Builder
- Salesforce comes with a built-in translator, allowing you to ask your database all the questions you
want through a point-and-click interface.
## Tabular reports
- Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they
consist simply of an ordered set of fields in columns, with each matching record listed in a row. While
easy to set up, they can't be used to create groups of data and there are limits to how you can use
them in dashboards.
## Summary reports
- Summary reports are similar to tabular reports, but also allow you to group rows of data, view
subtotals, and create charts. Summary reports give us many more options for organizing the data,
and are great for use in dashboards. Yes!
## Matrix Reports
- Matrix reports allow you to group records both by row and by column. These reports are the most
time-consuming to set up, but they also provide the most detailed view of our data.
# Platform Development Basics
## Salesforce Platform
- Like any platform, the Salesforce platform is a group of technologies that supports the development
of other technologies on top of it. What makes it unique is that the platform supports not only all the
Salesforce clouds, but it also supports custom functionality built by our customers and partners. This
functionality ranges from simple page layouts to full-scale applications.
## Core Platform
- The core platform lets you develop custom data models and applications for desktop and mobile.
And with the platform behind your development, you can build robust systems at a rapid pace.
## Heroku Platform
- Heroku gives developers the power to build highly scalable web apps and back-end services using
Python, Ruby, Go, and more. It also provides database tools to sync seamlessly with data from
Salesforce.
SALESFORCE NOTES
## Salesforce APIs
- These let developers integrate and connect all their enterprise data, networks, and identity
information.
## Mobile SDK
- The Mobile SDK is a suite of technologies that lets you build native, HTML5, and hybrid apps that
have the same reliability and security as the Salesforce app.
## Metadata-driven development model
- the key differences between developing on the platform and developing outside of Salesforce.
Because the platform is metadata-aware, it can auto-generate a significant part of your user
experience for you.
- Things like dialogs, record lists, detail views, and forms that you’d normally have to develop by
yourself come for free.
- You even get all the functionality to create, read, update, and delete (affectionately referred to as
CRUD) custom object records in the database.
## Lightning Component Framework
- A UI development framework similar to AngularJS or React.
## Apex
- Salesforce’s proprietary programming language with Java-like syntax.
## Visualforce
- A markup language that lets you create custom Salesforce pages with code that looks a lot like
HTML, and optionally can use a powerful combination of Apex and JavaScript.
# Data Security
## Levels of Data Access
1. Organization
- For your whole org, you can maintain a list of authorized users, set password policies, and limit
logins to certain hours and locations.
SALESFORCE NOTES
2. Objects
- Access to object-level data is the simplest thing to control. 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.
- For example, you can use object permissions to ensure that interviewers can view positions and job
applications but not edit or delete them.
3. Fields
- You can restrict access to certain fields, even if a user has access to the object.
- For example, you can make the salary field in a position object invisible to interviewers but visible
to hiring managers and recruiters.
4. Records
- You can allow particular users to view an object, but then restrict the individual object records
they're allowed to see.
- For example, an interviewer can see and edit her own reviews, but not the reviews of other
interviewers. You can manage record-level access in these four ways.
## Control Access to Orgs
### Manage Users
- Every Salesforce user is identified by a username, a password, and a single profile. Together with
other settings, the profile determines what tasks users can perform, what data they see, and what
they can do with the data.
- Create User
- Deactivate a User
- Set Password Policy
- Restrict Login Access by IP Address
- Restrict Login Access by Time
---
## Control Access to Objects
SALESFORCE NOTES
### Manage Object Permissions
- The simplest way to control data access is to set permissions on a particular type of object. (An
object is a collection of records, like leads or contacts.) You can control whether a group of users can
create, view, edit, or delete any records of that object.
- You can set object permissions with profiles or permission sets. A user can have one profile and
many permission sets.
- A user’s profile determines the objects they can access and the things they can do with any object
record (such as create, read, edit, or delete).
- Permission sets grant additional permissions and access settings to a user.
- Use profiles to grant the minimum permissions and settings that all users of a particular type need.
Then use permission sets to grant more permissions as needed. The combination of profiles and
permission sets gives you a great deal of flexibility in specifying object-level access.
### Use Profiles to Restrict Access
- Each user has a single profile that controls which data and features that user has access to. A profile
is a collection of settings and permissions. Profile settings determine which data the user can see,
and permissions determine what the user can do with that data.
- The settings in a user’s profile determine whether she can see a particular app, tab, field, or record
type.
- The permissions in a user’s profile determine whether she can create or edit records of a given
type, run reports, and customize the app.
- Profiles usually match up with a user's job function (for example, system administrator, recruiter, or
hiring manager), but you can have profiles for anything that makes sense for your Salesforce org. A
profile can be assigned to many users, but a user can have only one profile at a time.
### Standard Profiles
- Read Only
- Standard User
- Marketing User
- Contract Manager
SALESFORCE NOTES
- System Administrator
### Permission Sets
- A permission set is a collection of settings and permissions that give users access to various tools
and functions. The settings and permissions in permission sets are also found in profiles, but
permission sets extend users’ functional access without changing their profiles.
- Permission sets make it easy to grant access to the various apps and custom objects in your org,
and to take away access when it’s no longer needed.
- Users can have only one profile, but they can have multiple permission sets.
- You'll be using permission sets for two general purposes: to grant access to custom objects or apps,
and to grant permissions—temporarily or long term—to specific fields.
---
## Control Access to Fields
### Modify Field-Level Security
- Defining field-level security for sensitive fields is the second piece of the security and sharing
puzzle, after controlling object-level access.
### Restrict Field Access with a Profile
- You apply field settings by modifying profiles or permission sets.
## Control Access to Records
### Record-Level Security
- Record access determines which individual records users can view and edit in each object they have
access to in their profile. First ask yourself these questions:
- Should your users have open access to every record, or just a subset?
- If it’s a subset, what rules should determine whether the user can access them?
SALESFORCE NOTES
- You control record-level access in four ways. They’re listed in order of increasing access. You use
org-wide defaults to lock down your data to the most restrictive level, and then use the other record-
level security tools to grant access to selected users, as required.
1. Òrg-wide defaults` - specify the default level of access users have to each other’s records.
2. `Role hierarchies` - ensure managers have access to the same records as their subordinates. Each
role in the hierarchy represents a level of data access that a user or group of users needs.
3. `Sharing rules` - are automatic exceptions to org-wide defaults for particular groups of users, to
give them access to records they don’t own or can’t normally see.
4. `Manual sharing` - lets record owners give read and edit permissions to users who might not have
access to the record any other way.
## Role Hierarchy
- A role hierarchy works together with sharing settings to determine the levels of access users have to
your Salesforce data. Users can access the data of all the users directly below them in the hierarchy.
### Sharing Rules
- This enables you to make automatic exceptions to your org-wide sharing settings for selected sets
of users.
- Sharing rules can be based on who owns the record or on the values of fields in the record. For
example, use sharing rules to extend sharing access to users in public groups or roles. As with role
hierarchies, sharing rules can never be stricter than your org-wide default settings. They just allow
greater access for particular users.
### Public Group
- Using a public group when defining a sharing rule makes the rule easier to create and, more
important, easier to understand later, especially if it's one of many sharing rules that you're trying to
maintain in a large organization.
- Create a public group if you want to define a sharing rule that encompasses more than one or two
groups or roles, or any individual.
SALESFORCE NOTES
# Formulas & Validations
## Formula Fields
- Fields that have calculated values based on a Formula which is entered in the Formula Editor.
- You can create custom formula fields on any standard or custom object.
- Always use the `Check Syntax` button
- Check Syntax button in the editor is an important tool for debugging your formulas.
- The syntax checker tells you what error it encountered and where it’s located in your formula.
## Roll-Up Summary Fields
- While formula fields calculate values using fields within a single record, roll-up summary fields
calculate values from a set of related records, such as those in a related list.
- You can create roll-up summary fields that automatically display a value on a master record based
on the values of records in a detail record. These detail records must be directly related to the master
through a master-detail relationship
- You can perform different types of calculations with roll-up summary fields. You can count the
number of detail records related to a master record, or calculate the sum, minimum value, or
maximum value of a field in the detail records. For example, you might want:
- A custom account field that calculates the total of all related pending opportunities.
- A custom order field that sums the unit prices of products that contain a description you specify.
- Types of Summaries that can be used
- `COUNT` - Totals the number of related records.
- `SUM` - Totals the values in the field you select in the Field to Aggregate option. Only
number, currency, and percent fields are available.
- `MIN` - Displays the lowest value of the field you select in the Field to Aggregate option for
all directly related records. Only number, currency, percent, date, and date/time fields are available.
- `MAX` - Displays the highest value of the field you select in the Field to Aggregate option for
all directly related records. Only number, currency, percent, date, and date/time fields are available.
SALESFORCE NOTES
## Validation Rules
- Validation rules verify that data entered by users in records meet the standards you specify before
they can save it.
- A validation rule can contain a formula or expression that evaluates the data in one or more fields
and returns a value of “True” or “False.”
- Validation rules can also include error messages to display to users when they enter invalid values
based on specified criteria. Using these rules effectively contributes to quality data.
- For example, you can ensure that all phone number fields contain a specified format or that
discounts applied to certain products never exceed a defined percentage.
# Lightning Flow
- Lightning Flow provides declarative process automation for every Salesforce app, experience, and
portal. Included in Lightning Flow are two point-and-click automation tools: Process Builder and
Cloud Flow Designer.
### Process Builder
- A simple but versatile tool for automating simple business processes. In Process Builder, you build
`processes`.
- Process Builder is the simplest Lightning Flow tool for the job.
- For a given object, Process Builder lets you control the order of your business processes without
any code.
- Process Builder is a point-and-click tool that lets you easily automate if/then business processes and
see a graphical representation of your process as you build.
- Every process consists of a trigger, at least one criteria node, and at least one action. You can
configure ìmmediate actions` or `schedule actions` to be executed at a specific time.
- Each ìmmediate action` is executed as soon as the criteria evaluates to true.
- Each `scheduled action` is executed at the specified time, such as 10 days before the record’s close
date or 2 days from now.
### Process Types
1. Record Change - Process starts when à record is created or edited`
2. Invocable - Process starts when ìt’s called by another process`
3. Platform Event - Process starts when à platform event message is received`
THE END
SALESFORCE NOTES

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SALESFORCE NOTES

- Salesforce organizes data into `Objects` and `Records`.

- Records are rows in object database tables.

- Records are the actual data associated with an object.

- Fields are columns in object database tables.

##Salesforce Platform Basics

- Salesforce is more than just a CRM.

## Salesforce Standard Objects

- Accounts, Contacts, Leads, Opportunities

- People who work at a company you’re doing business with (Accounts).

## Benefits of Good Data

- Prospect and target new customers

- Identify cross-sell and upsell opportunities

- Gain account insights

- Retrieve the right info fast

- Build trust with customers

- Increase adoption by reps

- Plan and align territories better

- Score and route leads faster

# Reports and Dashboards

- A report type is like a template which makes reporting easier.

## Enable Report Builder for All Users

* Tabular - Make a list

* Summary - Group and summarize

* Matrix - Group and summarize, by row and column

* Joined - Show reports side-by-side, in blocks

### Platform Tools

### Lookup Relationships

- Lookup relationships can be one-to-one or one-to-many (e.g. Account to Contacts is one-to-many).

### Master-Detail Relationships

### Hierarchical relationships

- Hierarchical relationships are a special type of lookup relationship.

### Data Import Wizard

### Use the Data Import Wizard When:

* You need to load less than 50,000 records.

* The objects you need to import are supported by the wizard.

* You don’t need the import process to be automated.

### Data Loader

### Use Data Loader When:

* You want to schedule regular data loads, such as nightly imports.

### Data Export Wizard

### Data Loader

- Same definition as Data Loader above.

### Export Now

- Exports data immediately.

### Schedule Export

- Schedule the export process for `Weekly` or `Monthly` intervals.

# Lightning Experience Customization

1. Create a Custom Object

2. Create a Custom Object Tab

3. Create Custom Fields

## What Is a Lightning App?

- Use the Lightning Experience App Manager to:

- View all your Salesforce apps.

- Create Lightning apps or connected apps.

- See which apps are visible in Lightning Experience.

- Easily manage apps.

- Shows a list of data in tabular form.

- It can be filtered and sorted.

- The page layout editor lets you: