Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales,

customer service, marketing, and more. It helps businesses manage customer data, track sales leads, conduct
marketing campaigns, and provide post-sale support.

Salesforce Trailhead

Trailhead is Salesforce's online learning platform that offers interactive and fun tutorials to help users learn how to
use Salesforce effectively. It provides hands-on practice and guided learning paths (called trails) on various
Salesforce topics.

Steps to Create a New User in Salesforce

Step 1: Navigate to Setup

Log in to Salesforce.

Click on the gear icon (⚙) in the upper right corner of the Salesforce interface.

Select Setup from the dropdown menu.

Step 2: Access User Management

In the Quick Find box on the left-hand side of the Setup page, type "Users".

Click on Users under the Users section.

Step 3: Create a New User

Click on the New User button at the top of the Users page.

Step 4: Enter User Details

First Name: Enter the user's first name.

Last Name: Enter the user's last name.

Alias: Enter a short nickname for the user. This is used in user-related activities and records.

Email: Enter the user's email address. This is where Salesforce will send notifications and login credentials.

Username: Enter a unique username for the user. This must be in email format and must be unique across all
Salesforce organizations.

Nickname: (Optional) Enter a nickname if needed.

Profile: Select the profile that determines the user’s permissions and access levels. For example, you might choose
"Standard User", "Sales Manager", etc.

Role: (Optional) Select a role if your organization uses role hierarchies. Roles help define access levels to records
based on hierarchy.

User License: Choose the appropriate license type (e.g., Salesforce, Salesforce Platform) that aligns with the user’s
role.

Locale Settings: Set the user's locale, time zone, and language preferences.

Active: Ensure the Active checkbox is selected. This activates the user account.

Step 5: Set Additional Settings

Email Encoding: Select the email encoding format.

User Photo: (Optional) Upload a photo for the user.

Salesforce Authenticator: If you want the user to set up Multi-Factor Authentication, ensure this option is enabled (if
required by your organization).

Step 6: Save the New User

Click Save to create the new user.

Step 7: Notify the User

The user will receive an email with their login credentials and instructions on how to set up their account.

Ensure that the user follows the link in the email to complete their initial login and setup process.

Creating Profiles

Profiles in Salesforce control what users can see and do within the application. Here’s how to create and configure a
profile:

Navigate to Profiles:

Enter "Profiles" in the Quick Find box and select "Profiles".

Clone an Existing Profile:

Select an existing profile that closely matches your needs, click "Clone".

Give the new profile a name and save it.

Customize Profile Settings:

Edit the profile to configure the necessary settings such as:

Object Settings: Define access levels for objects.

Field Permissions: Set read/write permissions for individual fields.

App Permissions: Grant or restrict access to specific apps and features.

System Permissions: Define system-wide permissions.

Save the Profile:

Save the changes to apply the new profile settings.

Popular Standard Profiles in Salesforce

System Administrator

Description: Full access to all functionality in Salesforce.

Permissions: Can configure and customize the application, create and manage users, manage data, set up and
manage security, and more.

Standard User

Description: Basic access to most of the standard functionality.

Permissions: Can view, edit, and delete records that they own, create new records, and use most of the app features.
Creating Profiles

Profiles in Salesforce control what users can see and do within the application. Here’s how to create and configure a
profile:

Navigate to Profiles:

Enter "Profiles" in the Quick Find box and select "Profiles".

Clone an Existing Profile:

Select an existing profile that closely matches your needs, click "Clone".

Give the new profile a name and save it.

Customize Profile Settings:

Edit the profile to configure the necessary settings such as:

Object Settings: Define access levels for objects.

Field Permissions: Set read/write permissions for individual fields.

App Permissions: Grant or restrict access to specific apps and features.

System Permissions: Define system-wide permissions.

Save the Profile:

Save the changes to apply the new profile settings.

Setting Roles and Permissions

Roles and permissions in Salesforce are crucial for controlling access to data and functionality. Here's a brief
overview of how to set these:

Setting Roles

Navigate to Setup:

Click on the gear icon (Setup) in the upper right corner.

Enter "Roles" in the Quick Find box and select "Roles".

Create a Role:

Click "Set Up Roles" and then click "Add Role".

Fill in the Role Name, and select the appropriate Role hierarchy.

Click "Save".

Setting Permissions
Navigate to Profiles:

Enter "Profiles" in the Quick Find box and select "Profiles".

Clone a Profile:

Find a profile similar to what you need, click on it, and select "Clone".

Give the new profile a name and save it.

Modify Profile Permissions:

Edit the cloned profile to set the desired permissions (e.g., Object Settings, Field Permissions).

Save the changes.

ROLES VS PROFILES:

Profiles: Control what actions users can perform (e.g., Sales Representatives can edit their own opportunities; Sales
Managers can edit their own and their team’s opportunities).

Roles: Control what data users can see (e.g., Sales Representatives see only their own records; Sales Managers see
records owned by their team).

Profile: Standard User

Role: Sales Manager

Creating Widgets

Widgets in Salesforce can be created as components within the Salesforce Lightning App Builder. Here’s how you can
create a custom widget:

Navigate to the Lightning App Builder:

Enter "Lightning App Builder" in the Quick Find box and select it.

Create a New Page:

Click "New" and select the type of page you want to create (App Page, Home Page, Record Page).

Drag and Drop Components:

use the left-hand panel to drag and drop standard or custom components (widgets) onto the page.

Customize the Widget:

Configure the component’s properties as needed.

Save and Activate:

Save the page and activate it for the desired users.

Providing Authentication
Salesforce provides various authentication methods to secure user access:

Single Sign-On (SSO):

Configure SSO through SAML or OAuth to allow users to authenticate through an external identity provider.

Two-Factor Authentication (2FA):

Enable 2FA to require users to verify their identity through a second factor (e.g., SMS, Authenticator App).

Login IP Ranges:

Set IP restrictions on profiles to ensure users can only log in from trusted IP addresses.

Login Hours:

Restrict login access based on specific hours of the day.

Setting Up Multi-Factor Authentication (MFA)

Step 1: Navigate to Setup

Log in to Salesforce.

Click on the gear icon (⚙) in the upper right corner of the Salesforce interface.

Select Setup from the dropdown menu.

Step 2: Access Multi-Factor Authentication Settings

In the Quick Find box on the left-hand side of the Setup page, type "Identity".

Click on Identity Verification under the Security section.

Step 3: Enable Multi-Factor Authentication

In the Identity Verification settings page, locate the section for Multi-Factor Authentication.

Check the box to Enable Multi-Factor Authentication for User Interface Logins.

Check the box to Enable Multi-Factor Authentication for API Logins if applicable.

Step 4: Assign Multi-Factor Authentication to User Profiles

In the Quick Find box, type "Profiles".

Click on Profiles under the Users section.

Select the profile you want to enforce MFA for (e.g., "Sales Manager").

In the profile settings page, scroll down to the System Permissions section.

Click on Edit.

Check the box for Multi-Factor Authentication for User Interface Logins.
Save the changes.

Step 5: Instruct Users to Set Up Their Authentication Methods

Users will be prompted to set up Multi-Factor Authentication the next time they log in.

Users can set up their authentication method using Salesforce Authenticator or a third-party authentication app like
Google Authenticator.

Users need to follow the on-screen instructions to link their account with the authentication app.

Additional Authentication Methods

Single Sign-On (SSO)

Navigate to Setup.

In the Quick Find box, type "Single Sign-On Settings".

Click on Single Sign-On Settings under the Security section.

Click Edit and enable SAML Single Sign-On Settings.

Configure your Identity Provider (IdP) settings, including the Issuer, Identity Provider Certificate, and SAML Assertion.

Save the settings and test the SSO configuration.

Data Modeling

in Salesforce involves defining objects, fields, and relationships to organize data effectively. Key aspects
include creating standard and custom objects, defining relationships (lookup, master-detail, many-to-many),
and using Schema Builder for visual representation.

Data Management

includes tools and practices for importing/exporting data, validating data, ensuring data quality,
reporting/analytics, and managing data security and access.

Flow

Flow is a powerful tool in Salesforce that allows you to automate business processes without needing to
write code. There are two main types of flows:

1.

Screen Flows: These are used to create interactive processes that involve user input. For example, a
Screen Flow might guide a user through a series of questions or steps to gather information and then
perform actions based on that information.

2.

Auto-Launched Flows: These run in the background and don’t involve user interaction. They can be
triggered by record changes, platform events, or even scheduled to run at specific times. Auto-
Launched Flows are great for tasks like updating records, creating records, sending emails, and more.
Screen Flow Example

Scenario: Onboarding New Employees

Imagine you want to streamline the process for onboarding new employees. You can create a Screen Flow to
guide HR personnel through collecting and entering the necessary information.

Steps:

1. Create a Screen Flow that starts with a welcome screen.

2. Add Input Screens where the user can enter details like the new employee’s name, email, job title, and
department.
3. Include Decision Elements to determine if additional steps are needed based on job title or department (e.g.,
whether to include specific training or equipment setup).
4. Create Action Elements to update employee records in Salesforce, send welcome emails, and create tasks
for the IT department to set up equipment.

The HR person interacts with the flow by entering data through screens, and the flow automates record
creation and communication based on the provided information.

Auto-Launched Flow Example

Scenario: Updating Opportunity Stages

Let’s say you want to automatically update the stage of an Opportunity when a related task is completed.

Steps:

1. Create an Auto-Launched Flow that triggers when a Task record is marked as completed.
2. Add a Trigger for the flow, such as a Record-Triggered Flow, which activates when the Task’s status changes
to "Completed."
3. Retrieve Related Opportunity Record using a Get Records element.
4. Update the Opportunity Record to reflect a new stage, such as moving it to "Closed Won" if the task was
related to finalizing the deal.

Chatter

Chatter is Salesforce’s collaboration tool that enhances communication within the Salesforce platform. It
allows users to collaborate and share information in real-time.

Key Features:

 Feeds: Chatter feeds are similar to social media feeds where users can post updates, share files, and
comment on posts. Feeds are available at various levels including user profiles, records, and groups.
 Groups: Users can create and join Chatter groups to discuss specific topics or projects. Groups can be private,
public, or unlisted, depending on the privacy needs.
 Files: Users can upload, share, and collaborate on files directly within Chatter. This integration allows for
better document management and version control.
 @Mentions: Users can mention others in their posts or comments to get their attention or include them in
the conversation.
Service cloud

o Salesforce service cloud offers businesses the more vital services that help expand the maintenance and consumer
contentment. It helps businesses by enabling them to solve customer issues and requirements through different
channels.
o Salesforce service cloud is a SaaS service, which is built on the Salesforce customer success platform. It provides the
customer's 360-degree view to provide smarter, faster and personalized services to the customers.

Sales cloud

o It helps the companies to support sales and provide marketing & customer support for the business-to-business
and business-to-customer aspects of a business.
o Salesforce automation is one of the popular sales tools that help the businesses to enhance the speed of the sales
process, and streamline lead to cash.
o As per the salesforce.com, more than 82,400 customers are using more than 135,000 applications that allows
millions of subscribers worldwide to manage resources and processes more effectively.
o It also allows to process more business in less time, collaborate more closely, and finish more deals early using SFA.
o It is an entirely customizable cloud service of Salesforce that integrates all the customer related information at one
place. It includes marketing, sales, lead generation, customer service, business analytics, etc., and also
provides access to various other applications through the AppExchange.

Process Automation

In Salesforce, process automation refers to using various tools and features to

automate business processes and workflows. This helps to reduce manual effort, increase
efficiency, and ensure consistency in operations. Here are some of the main process
automation tools in Salesforce:

Eg. Email alert,sales alert,delivery alert(eg flipkart sending your order on the way)

Flow is one of the tool of process automation

Workflow Rules

Workflow Rules are one of the earliest automation tools in Salesforce. They can automate tasks such as
sending email alerts, updating fields, and creating tasks.

Key Features:

 Rule Criteria: Defines when the workflow rule should trigger.

 Actions: Includes tasks like field updates, email alerts, tasks creation, and outbound messages.

Example:

 Automatically send a welcome email to a customer when a new account is created.

2. Process Builder

Process Builder is a more advanced tool compared to Workflow Rules. It provides a user-friendly interface
to create processes that can execute multiple actions based on a set of criteria.

Key Features:
  Processes: Allows you to automate business processes with a visual interface.
 Criteria Nodes: Define when and why the process should run.
 Immediate and Scheduled Actions: Choose to execute actions immediately or at a future date/time.
 Actions: Includes creating records, updating records, sending emails, and more.

Example:

 When an opportunity stage changes to "Closed Won," automatically update the related account’s status and
create a task for the account manager to follow up.

Standard Tabs

Standard Tabs are built-in tabs provided by Salesforce that correspond to standard objects and features:

 Accounts: Manage company accounts and related information.

 Contacts: Store and manage information about individuals associated with accounts.
 Opportunities: Track sales deals and their progress.
 Cases: Manage customer service requests and support issues.
 Leads: Track potential sales leads before they become opportunities.
 Campaigns: Manage marketing campaigns and track their effectiveness.
 Tasks & Events: Track and manage tasks and calendar events.
 Reports: Access and generate reports for analyzing data.
 Dashboards: View and interact with dashboards that display data visualizations.

Fields

Fields are the basic units of data storage in Salesforce. They define the types of information that can be
stored in objects, such as Accounts, Contacts, Opportunities, and custom objects. Each field has specific
properties and data types.

Key Aspects of Fields

Field Types:

1. Text: For storing alphanumeric data (e.g., Name, Description).

2. Number: For storing numerical data (e.g., Revenue, Quantity).
3. Date/DateTime: For storing date and time information (e.g., Close Date).
4. Picklist: For selecting a value from a predefined list (e.g., Status, Priority).
5. Checkbox: For binary options (e.g., Active/Inactive).

Relationships

In Salesforce, relationships define how records in one object are related to records in another object.
Understanding and configuring relationships is crucial for Salesforce administrators to effectively manage
data and ensure that the system meets business requirements. Here are the primary types of relationships in
Salesforce:

1. Lookup Relationship

A Lookup Relationship is a loose relationship between two objects, where one object can "look up" and
reference another object. This type of relationship is used when there is a need to relate two objects but they
can exist independently.

Key Features:

 Optional or Required: Lookup fields can be configured to be optional or required.

 Lookup Filters: Can be used to restrict the records that are available for selection in the lookup field.
 Child Record Independence: The child record can exist without a parent record.

Example:

 Contact and Account: A Contact can have a lookup relationship to an Account, linking a contact to their
employer.

2. Master-Detail Relationship

A Master-Detail Relationship is a tight relationship between two objects, where the child object's existence
is dependent on the parent object. This type of relationship enforces referential integrity between the objects.

Key Features:

 Cascade Deletion: When a parent record is deleted, all its child records are also deleted.
 Roll-Up Summary Fields: Allows aggregation of child record data and displaying it on the parent record (e.g.,
sum, average).
 Security and Sharing: Child records inherit the security and sharing settings of the parent record.
 Required Field: The child record must always have a parent record.

Example:

 Opportunity and Opportunity Product: An Opportunity Product must always be associated with an
Opportunity.

3. Many-to-Many Relationship

A Many-to-Many Relationship is created using a junction object that has two master-detail relationships to
two different objects. This allows each record of one object to be related to multiple records of another
object and vice versa.

Key Features:

 Junction Object: An object that serves as the bridge between the two objects in the many-to-many
relationship.
 Master-Detail Relationships: The junction object must have two master-detail relationships to create the
many-to-many relationship.

Example:
  Course and Student: A junction object called "Enrollment" can link Courses and Students, allowing a student
to enroll in multiple courses and a course to have multiple students.

4. Hierarchical Relationship

A Hierarchical Relationship is a special type of lookup relationship available only for the User object. It
allows users to create a hierarchy among users.

Key Features:

 User Object Specific: Only available for creating relationships between users.
 Organizational Structure: Useful for modeling organizational hierarchies like managers and subordinates.

Example:

 Manager and Subordinate: A user can have a hierarchical relationship to another user representing their
manager.

Configuring Relationships

1.

Creating a Lookup Relationship:

2.

o Navigate to the object manager.

o Select the object to add the relationship field.
o Create a new field of type Lookup Relationship.
o Choose the related object.
o Configure the field settings and add it to the appropriate page layouts.

3.

Creating a Master-Detail Relationship:

4.

o Navigate to the object manager.

o Select the object to add the relationship field.
o Create a new field of type Master-Detail Relationship.
o Choose the parent object.
o Configure the field settings and add it to the appropriate page layouts.

5.

Creating a Many-to-Many Relationship:

6.

o Create a junction object.

o Add two master-detail relationship fields to the junction object, each relating to one of the objects in
the many-to-many relationship.
 o Configure the field settings and add them to the appropriate page layouts.

Benefits of Using Relationships

 Data Integrity: Ensures that related data is accurately maintained.

 Simplified Data Access: Makes it easier to navigate between related records and gather relevant information.
 Reporting and Analysis: Enhances the ability to create comprehensive reports and dashboards that span
multiple objects.
 Automation: Facilitates the creation of automated processes that involve multiple related objects.

By understanding and effectively utilizing relationships, Salesforce administrators can create a robust data
model that supports the business needs and provides a solid foundation for managing and analyzing data.