Salesforce platform Flashcards
SALESFORCE APP
A set of objects, fields, or other functionality that supports a business process.
OBJECTS
Database Tables in the SALESFORCE database that store a particular kind of information.
Two types:
STANDARD OBJECT: example accounts, contacts
CUSTOM OBJECT: example - property for a realty firm
SALESFORCE RECORDS
Rows in object database tables.
Records are The actual data associated with an object.
SALESFORCE FIELDS
Fields are COLUMNS in object database tables.
Both standard and custom objects have fields.
Fields can be something like address or price.
SALESFORCE ORG
ORG : organization.
A specific instance of SALESFORCE.
A company can have multiple orgs
DECLARATIVE DEVELOPMENT
Developing without code.
Uses forms & drag & drop tools to perform customization tasks.
PROGRAMMATIC DEVELOPMENT
Uses lightning components, Apex code, and Visualforce pages.
SALESFORCE low hanging fruit
- heavy email collaboration
- spreadsheets
- shared local docs
- time-intensive, repetitive manual steps
- impact on only a few departments
Multitenancy
Sharing resources
Metadata
Data about data.
Fields.
API
APIs allow different pieces of software to connect to each other and share info.
An access point between your org and the database.
SALESFORCE uses the API name to retrieve the metadata data data you are looking for.
Ex: Hi, {contact Name}
Setup
Where you customize, configure, and support your org
Object manager
Where you can view and customize standard and custom objects in your org
Setup home
Setup menu
Quick links to a collection of pages that let you do everything from managing your users to modifying security settings
Main window
Where you can see what you are working on
Setup home menu
- Administration
- Platform tools
- settings
Setup
—-administration
Where you can manage your users and data. Examples: -add users -change permissions -import and export data -create email templates
Platform tools
Where you customize.
View and manage your data model Create apps Modify the user interface Deploy new features to your users ***programmatic development (where you manage code)
Setup Settings
Where you manage your company information and org security
- add business hours
- change your locale
- view your org’a history
Too 5 setup pages
- Company info
- Users
- Profiles
- View setup audit trail
- Login history
Setup
—company information
Find org I’d
See licensing info
Monitor limits
Setup Users
Reset passwords
Create, deactivate, freeze users
View info about your users
Setup profiles
Manage who can see what with user profiles
Create custom profiles
Setup -
View setup audit trail
See 6 months of history in org
Find out who made changes and when
Tool for troubleshooting org configure issues
Setup
-login history
See 6 months of login history in your org
View date, time, user, IP address, and more
Use for security tracking and adoption monitoring
SALESFORCE appexchange
Like the App Store
How to develop AppExchange strategy
- Identify departments that use or will use SALESFORCE
- Research apps.
- Discuss business cases with department heads to determine exact needs.
- what business problem is being solved?
- what are major pain points?
- how many users need the app?
- what’s your budget?
- what is timeline? - Download app in. Test environment (like a free developer edition or sandbox). Ensure there are no conflicts with other installed apps or customizations.
- Evaluate what has been tested.
Where do I install the app, prod or sandbox?
Best case is to install first in test environment like sandbox or developer edition org.
Do I give app permissions to admins only? All users? Or specific profiles?
Depends.
Plan to modify the user profiles before you install the app.
Where to find installed SALESFORCE apps
In the “package”
- Setup
- Select “Installed Packages”
- Click package you installed.
- Click “view components”
- here you can determine if there are conflicts with your own configurations.
Objects and data models
A data model is a way to model what database tables look like in a way that makes sense to humans.
Types of objects
Objects (database tables) come in 3 types:
- Standard
- Custom
- External
- Platform
- Big objects
Standard object
Already included with SALESFORCE.
Examples: Account Contact Lead Opportunity
Custom objects
Created by you.
Company or industry specific.
How to create a custom object
- Click gear icon
- Click object manager
- Click create custom object (top right)
- Add label name
5 add plural label name - Check off box for “launch new custom tab wizard after saving this custom object”
- Leave values as default
- Click save
- Click tab style and select one
- Next, next, save.
How to create a custom field
- Setup
- Object Manager | Property
- Fields Relationships
- New
- Select data type (ex currency)
- Next
- Fill out fields label and description
- Check “required”
- Next next save
__c
Denotes a custom field
How to create a record
- App launcher
- Sales
- Click “properties” tab in nav bar (under more)
- Click new
- Enter info
- save
