- Administration - Platform tools - settings

Salesforce platform Flashcards by Blanca Valbuena

SALESFORCE APP

A set of objects, fields, or other functionality that supports a business process.

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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

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SALESFORCE RECORDS

Rows in object database tables.

Records are The actual data associated with an object.

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SALESFORCE FIELDS

Fields are COLUMNS in object database tables.

Both standard and custom objects have fields.

Fields can be something like address or price.

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SALESFORCE ORG

ORG : organization.

A specific instance of SALESFORCE.

A company can have multiple orgs

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DECLARATIVE DEVELOPMENT

Developing without code.

Uses forms & drag & drop tools to perform customization tasks.

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PROGRAMMATIC DEVELOPMENT

Uses lightning components, Apex code, and Visualforce pages.

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SALESFORCE low hanging fruit

heavy email collaboration
spreadsheets
shared local docs
time-intensive, repetitive manual steps
impact on only a few departments

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Multitenancy

Sharing resources

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Metadata

Data about data.

Fields.

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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}

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Setup

Where you customize, configure, and support your org

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Object manager

Where you can view and customize standard and custom objects in your org

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Setup home

Setup menu

Quick links to a collection of pages that let you do everything from managing your users to modifying security settings

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Main window

Where you can see what you are working on

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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

1. Identify departments that use or will use SALESFORCE 2. Research apps. 3. 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? 4. Download app in. Test environment (like a free developer edition or sandbox). Ensure there are no conflicts with other installed apps or customizations. 5. 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” 1. Setup 2. Select “Installed Packages” 3. Click package you installed. 4. 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: 1. Standard 2. Custom 3. External 4. Platform 4. 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

1. Click gear icon 2. Click object manager 3. Click create custom object (top right) 4. Add label name 5 add plural label name 6. Check off box for “launch new custom tab wizard after saving this custom object” 7. Leave values as default 8. Click save 9. Click tab style and select one 10. Next, next, save.

How to create a custom field

1. Setup 2. Object Manager | Property 3. Fields Relationships 4. New 5. Select data type (ex currency) 6. Next 7. Fill out fields label and description 8. Check “required” 9. Next next save

__c

Denotes a custom field

How to create a record

1. App launcher 2. Sales 3. Click “properties” tab in nav bar (under more) 4. Click new 5. Enter info 6. save