Development InSalesforce

Introduction

Presented By:Chetna Purohit

Salesforce.com

• Salesforce is the worlds' first and most popular CRM system headquartered in San Francisco. With more than 82,000 companies and 100,000+ customers rely on this dynamic, web-based, low-cost CRM platform.

• It was founded in March 1999 by former Oracle executive Marc Benioff Salesforce.com has its services translated into 16 different languages and currently has 82,400 regular customers and over 2,100,000 subscribers

• Salesforce CRM provides a complete solution for that includes feature-rich solutions for marketing, sales, services, partner management and community management.

2

3

Salesforce CRM benefits

• Low cost, low risk cloud based solution software service to buy.

• Complete solution includes feature-rich solution for marketing, sales, service, partner management and community management.

• Fast result because it drain resources on high value, low cost and focus on innovation

4

Salesforce CRM is pay as-you-go. Different pricing edition plans are available.

Contact Manager $5 /user/MonthGroup $15 /user/MonthProfessional $65 /user/MonthUnlimited $250 /user/Month

5

Salesforce is divided into different sets of tools referred to as "clouds”

•Sales Cloud•Service Cloud•Collaboration Cloud

Sales Cloud- Sales Cloud helps to sell products and Services, manage connection with customer, and close more deals. Sales Cloud include Chatter, Social Contact, Marketing and Leads, Data.com, Opportunities and quotes, Approval and Work process, Files and Libraries, Analytics and Forecasting, Partner Management, AppExchange, Email and calendaring

6

Collabration Cloud - Collabration cloud consist of Salesforce Chatter and Radian6 service cloud which helps to connect with co-workers, customers, and partners to share experience and information across.

Service Cloud - Service cloud increase agent productivity, reduces service costs, and gain better visibility into Service Organization. It includes Customer Portal, Live Agent, Contract and entitlement

7

Custom Cloud - Custom Cloud is infrastructure used to for building customized cloud application development for automation, analytics and approval processes.

8

9

10

Salesforce.com, Inc. offers a family of products, and has thousands of clients who use its service, but each company’s secure Web site is separate from the other Web sites and might look different to suit their unique needs like

• Sharing Rules / Org-Wide Default• Approval Processes • Junction Object• Master-Detail / Lookup relationships• Report / Report Types / Dashboards• Data Loader / Import Wizard• Formula Fields• Analytical Snapshot• Workflows• Encrypted Fields / External Ids• Governor Limits

11

General steps for building Salesforce.com

1. Creating Application Description2. Add Relationships3. Use Formulas and Validations4. Automating Process using Workflow5. Creating Approval Process6. Creating Reports and Dashboards7. Adding Programming Logic to Apex8. Adding tests to your apps9. Building Custom user Interface using Visual Force10. Creating Public Web pages using Sites

13

1.Creating Application

• Creating field• Fields can be set as unique, required or as external id. A required field is always displayed in the edit page.

• A field of type external id is a record id from another system.

• Fields of type number, text and email can be set as external id.• Objects can have upto 500 custom fields.

• Each object can have up to three external ids14

• Creating Record

• Record types allow you to offer different business processes, picklist values, and page layouts to different users based on their profiles.

• Record types can be used in various ways, for example: Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata"> <recordTypes> <fullName>My First Recordtype</fullName>

</recordTypes> </CustomObject>

15

2. Adding Relationships

• Creating Object

• Objects logically correspond to database tables in a relational database.

• Objects can be Standard or Custom. Standard are objects are predefined by Salesforce like Accounts, Case, Contact etc

• Custom objects store information that is unique and important to your organization. Custom objects are created by developers based upon application requirements.

• Custom objects are reportable and search-able.• Creating Record

The record type can be text or auto-number. Auto-number can take values like A-{0001}, A-{0002} etc

16

Object Relationships

There are two main type of relationships in Salesforce

• Master-detail Relationship: It is Parent-Child relationship that controls behaviour of detail object. They are tightly coupled. Maximum 2 Master-Detail relationship can be created in Salesforce for detail object • Lookup Relationship : It is type of relation which link two objects together, but has no effect on deletion or security. They are loosely coupled. Max 25 lookup relationship per child can be created.

17

3. Using Formula and Validation

18

19

salesforce.com proprietary/confidential:

customer internal use only

4.Automating Process using Workflow

• Setting of Workflow Rule• Test the Workflow Rules• Creating Approval Process• Create an Email Template• Create an Approval Process• Create a Custom Profile• Create a User• Test the Approval Process

20

5. Workflow and Approval Process •Involve automating business process Ex: Trigger an alert

•Help us create business logic based on rules:

•Workflow rules can assign tasks users to update fields or send email alerts

•Approval processes allow users to submit sensitive records like new contracts or purchase orders for approval

21

6. Creating Reports and Dashboards

a) Report Types:

Tabular – Simple data listing without subtotals Summary – Data listing plus sorting and subtotaling

of data Matrix – Summarizes data in a grid against X and Y

axis (similar to pivot table)

All reports can be customized / personalized for individual reporting needs

Reporting engine limits the view of data to two sometimes three object relationships

"Smart" totaling means that duplicate data is counted only once in any subtotal or total.

22salesforce.com proprietary/confidential:

customer internal use only

Report of Enterprise CRM Solution

23

b) Creating Dashboard

Dashboards can only be created by Summary and Matrix reports

Security for Dashboards exists at the folder level

Recruiting App Dashboard of Enterprise CRM Solution

25

7. Adding Programming Logic to Apex

• Apex is a powerful object-oriented language, with many of the features typically found in similar languages such as Java.

• Apex class consists features of the general language, such as arrays, iteration, and querying the database.

• Apex is a development platform for building software as a service (SaaS) applications on top of Salesforce.com's customer relationship management (CRM) functionality.

• Apex allows developers to access Salesforce.com's back-end database and client-server interfaces to create third-party SaaS applications.

• Apex includes an application program interface (API) that developers can use to access user data on Salesforce.com. 26

8. Adding tests to your app

27

•Create an Apex Trigger Definition• Defining List Variable• Iterate Through the List and Modify • Test the Trigger

Visual Force shot

9. Building Custom user Interface using Visual Force

• Enable Visualforce Development Mode• Create a Visualforce Page• Add a Style sheet Static Resource• Add a Controller to the Page

28

Visual Force

Visualforce is used to present the data to users. Salesforce’s Visual force use MVC Design Pattern that used for managing your web application.

MVC pattern contains below three modules:• Model• View• Controller• Model: It describes what schema and data does Salesforce uses to

represent the system completely.. For example if the task is related to business logic or handling Database you will write Bean classes or Java classes, these classes comes under MODEL

• View: View describe how the schema and data is represented.  All the representation type stuff like JSP page, HTML page, CSS, page layouts style sheets

• Controller: It describe how the interface actions. Controllers are used to perform the actions whenever users interact with visual force.

29

10. Creating Public Web pages using Sites

•Create Catalog Page• Register a Force.com Domain Name•Create a Force.com Site

•Configure and Test the Site•Bonus Step—Updating the Page with AJAX

30

How Salesforce is Useful

• Salesforce.com offers a conclusive concept to deliver an easy to use CRM Software as a service using a dynamic, scale free cloud computing approach.

• This satisfies the customer demand and leverages cost benefits for the customers of Salesforce.com.

• Salesforce does a lot to create a productive, collaborative CRM environment.

• The success of Salesforce.com is based on an excellent management, a clear company strategy and a business model, which uses cutting edge technology combined with a developer community and an easy to use platform, which is delivered in a very cost effective manner

31

Thank you

32