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Getting Started with SalesForce CRM

BASIC CONCEPT OF SALESFORCE Part I

Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners Guide for SalesForce. The document focuses on basic keywords, terminology and definitions one should know before starting SalesForce Join our professional training program and learn from experts.

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Contents
About SalesForce.com .................................................................................................................................. 3 About Cloud Computing................................................................................................................................ 3 SalesForce Supported Browsers ................................................................................................................... 3 Froce.com Platform Architecture ................................................................................................................. 4 Sales and Service Cloud................................................................................................................................. 4 Sales Cloud ................................................................................................................................................ 4 Service Cloud............................................................................................................................................. 5 How To create Account on SalesForce.com For Trail ............................................................................... 5 Custom objects ..................................................................................................................................... 9 Store Capacity ....................................................................................................................................... 9 Manage Users ....................................................................................................................................... 9 Permission Sets ................................................................................................................................... 11 Public Groups ...................................................................................................................................... 13 Login History ....................................................................................................................................... 15 Company Profile .................................................................................................................................. 15 Standard Fiscal Year ............................................................................................................................ 16 Custom Fiscal Year : ............................................................................................................................ 17 Business Hours .................................................................................................................................... 17 Holidays ............................................................................................................................................... 18 My Domain : ........................................................................................................................................ 19 Language Settings ............................................................................................................................... 19 Create New Apps ................................................................................................................................ 20 Custom Labels ..................................................................................................................................... 23 Objects ................................................................................................................................................ 24 Custom Fields & Relationships ............................................................................................................ 28 How To change currency type ............................................................................................................ 32

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About SalesForce.com
SalesForce.com is the enterprise software company work on cloud computing it provide social and mobile cloud technologies and flagship sales, CRM ( Customer Relationship Management ) applications. The Company was founded in March 1999 by former Oracle executive parker Harris, Marc Benioff , Frank Dominguez as and Dave Moellenhoff a company specializing in Software as a Service(SaaS). SalesForce Have a 100,000+ successful customers

About Cloud Computing


Cloud Computing is a general term for anything is available on internet. All data store in server Access the data(Read and Write) using internet Cloud Computing divided into three categories :-

SalesForce Supported Browsers


1. Microsoft Internet Explorer versions 6,7, 8,9, and 10 2. Mozilla Firefox, most recent stable version 3. Google Chrome, most recent stable version Google Chrome Frame plug-in for 4. Apple Safari versions 5.x and 6.x on Mac OS X

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Froce.com Platform Architecture


Marketplace for certified reliable and secure on-demand applications Force.com builder VisualForce Force.com site. Automation Formula fields, validation rules, workflows, approvals, and Apex triggers. open standards based inbound and outbound messaging Custom data object and fields, document management. Infrastructure:- Reliable, redundant, and secure data centers. Force.com Metadata API, IDE, Sandbox and Code share.

Sales and Service Cloud


Sales Cloud
Accounts & contact Management Productivity Resources

Analytics

Sales Cloud

Marketing

Opportunities

Partners Selling

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Service Cloud

How To create Account on SalesForce.com For Trail if you want to create account on SalesForce you have two way 1. http://www.salesforce.com 2. http://www.Developer.Force.com Step [1] :- Open web browser Enter address on URL http://www.Developer.Force.com it will appear as shown in figure

Step 2 :- Click on Join Now Button.

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Step 3 :- After Click Joint Button you Show Now new Page that is called Registration page it show in figure

Click On Job Role show Role :chandra.prakash@rediff.com

Developer Architect/CTO

Enter Valid mail ID

Administrator IT Manager/Executive Business Manager/Executive Insert any username For Ex:-prakash@bisp.com X Don't use This mail id

chandra.prakash@rediff.com

Click Here To Sign Up

Note :1.) First Name, Last Name Field - Don't give any Space and Special character space allow. 2.) And other field No Specific Validation. Step 4 :- open your email that Enter you in Email Field. open mail that coming from inf@sforce.com show in figure

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Click here on this link

After click this link show new web page on this page to create own password show in figure

Click here...

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click to save link and view home screen salesforce.com

Home Screen

Note :- After Logout you have to way of login 1.) http://salesforce.com click to login button. 2.) http://developer.force.com click to DE Login Button
System Over View :- Click to -> setup button then click to -> Monitor and click to -> System over view

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Custom objects

Custom object are custom database table that store organization data. There is List of custom object :-naming conversions for Custom Object. -Relationships Among custom object. -Audit fields for Custom Objects. -Sharing and Custom Objects. -Required Fields in custom Objects. -Managed Packages and API Names. Custom Settings :- To manage custom setting, create, edit, and delete.
Data Storage :- Store the data in salesforce.com Store Capacity SalesForce Edition Personal Contact Manager Group Professional Enterprise Unlimited Developer Data Storage Minimum per Organization 20 MB (approximately 10,000 records) 1 GB 1 GB 1 GB 1 GB, plus 5 MB for each Gold Partner license 1 GB, plus 5 MB for each Gold Partner license 5 GB File Storage Minimum per Organization 20 MB 11 GB 11 GB 11 GB 11 GB 11 GB 20 MB Storage Allocation Per User License N/A 20 MB of data storage and 612 MB of file storage 20 MB of data storage and 612 MB of file storage 20 MB of data storage and 612 MB of file storage 20 MB of data storage and 612 MB of file storage 120 MB of data storage and 612 MB of file storage N/A

Manage Users 1. Users :- Add or edit users set user quotas.

2. Mass Email User :- To send mass emails to person accounts, or contacts.

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Roles :- Role in nothing but role is show your origination hierarchy it to be edit, delete and Assign role. role show in tree view. Step 1. To create a role click to setup menu -> click Add Role

Note:- Second way go to role Click to Administer --> Manage Users --> Roles

Step 2. To edit a role, click Edit next to a role name, then update the role fields as needed.

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Step 3. To delete a role, click Delete to the role name. show below screen

Step 4. To assign other user to role, click Assign to the role name.

Permission Sets Permission Sets nothing but A Permission Set is a collection of settings available tools to set user permission sets. -You can Set up to 1000 Permission sets. - Permission Sets available on Enterprise, Unlimited, Developer, and Database.com Editions. Click on Setup -> Administer -> manage Users -> Permission Sets

Click To New

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Enter a label, API name, and description.

Click to Save *if you plan to assign this permission set available to multiple user with different licenses . * if select --None-- to you will use one type license. Click to Save after that show on screen blow

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Profiles :- profile called as standard Profiles there is show header name Action, Profile Name, User
License, Custom. Click on Setup -> Administer -> manage Users -> Profiles Create new clone profile Edit Profile clone profile Delete profile

Public Groups Public groups to perform create group and edit group. Note :- public groups available in Developer, Enterprise, Unlimited, professional and database.com Editions. - Administrators can create, edit groups, but other user create and edit own groups only. Click on Setup -> Administer -> manage Users -> Public Groups If you want to create new Public Group Click to new Button

Edit and Delete

Click to new button after that next screen show Blow

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click here to save Public Groups

Fill all field's and save group. Queues :- Click on Setup -> Administer -> manage Users -> Queues

Click here to create new queues

click to New Button

Fill all field's and save Queues

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Login History Check your login detail's in given format Username, Login time, Source IP, Login type, status, Browser, platform, Application, Client version, API Type, API version, Login URL Login history all show download in two format - CSV File - GZIP File Click on Setup -> Administer -> manage Users -> Login history

Company Profile I.) Company Information. II.) Fiscal Year. III.) Business Hours. IV.) Holidays. V.) My Domain. VI.) Language Settings. I.) Company Information :- Available all information when you provide information create company on SalesForce under the setup at company information. if you want to change this information you can change it click to edit button Click on Setup -> Administer -> Company Profile -> Company Information

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Click Here To edit information

. II.) Fiscal Year :- Fiscal Year to add easily your Business, provide by SalesForce There Two Way of Add Fiscal Year 1.) Standard Fiscal Year. 2.) Custom Fiscal Year. Click on Setup -> Administer -> Company Profile -> Fiscal Year Standard Fiscal Year

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Custom Fiscal Year :

Business Hours You can specify the business hours according to your business, all show provide multiple business hours in multiple time zones. You can all show edit or update your old Schedule. How To set Business Hours : step 1# :- Click on Setup -> Administer -> Company Profile -> Business hours

Edit or Update Business Hours

click here to add New Business hours

step 2# :- After Click open this Window.

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Set Your Business Hour Name

Save your Business Hours


Select Your Time Zone

Select Business Hours

Holidays Set your business holidays. And you all show edit and delete holyday list. step 1# :- Click on Setup -> Administer -> Company Profile -> Holidays

Click here to add new holydays

Step 2# :- After Click New Button

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Click Here Save Holiday

fill all the field's like Holiday Name, Description, Date, Time, Recurring Holiday etc. My Domain : My domain define custom SalesForce domain name, And define custom domain name only one time. Click on Setup -> Administer -> Company Profile -> My Domain

Provide Your Domain Name that you want

Language Settings Set language in available language list .

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Select available language in list

Click here save language

Create New Apps

Build -> Create


Apps Apps as is a group of applications. you can all so use the apps on Force.com dropdown app menu at the top right side corner on screen of every page you can move to app easily. And all so add new custom app on this menu. SalesForce provide Force.com app you can't delete this app this only editable and you can update on this app. But if you create new custom app have you authorize delete and edit this apps.

Click here Create New Custom apps.

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There is five step create custom app. step #1 :- Click to New button

There is two option if you select to custom app click to next.

Step #2 :- Click to Next button.

Fill App label and Description and Click to Next button.

Step #3 :- In this step select your company log by insert an image button if you want to restore your privies logo to click on Reset to Default button and Click to Next button so on screen.

This is logo your company

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Step #4 :- In this step add to Available Tabs in your custom app. Available Tabs view in screen to click to Add button add any available tabs. if you want to remove selected tab click to Remove button. if you want to change position on selected Tabs select any tab and use Up and Down button.1

After that click to Next button. Step #5 :if you want to this app visible all custom app checked on Visible check box and click to Save button.

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After that click to save button you will see IT Manager add on Force.com dropdown menu and all so add in apps menu.

Custom Labels Custom Labels is a Custom text value it can accessed apex classes, Visualforce page. Custom Labels can be up to 1000 characters and create 5000 custom labels for you organization. Step #1 :click to New Custom Label to create new custom label.

Step #2 :- There is have seen some field's Short Description, Language, Name(This field auto fill by salesforce.com) Categories, Value. All field's fill and click to Save button if you want to add more fields click to Save & New button. After save custom label you can edit and delete custom label.

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Assigning Interaction Logs :Assigning Interaction Logs cloud console service write to record log file. by default select Default Interaction Log if you want to some changes in this interaction log click to Edit button If you need new Interaction Log Layout click to New button and you want to log layout assignment to click Log Layout Assignment button.

Objects Custom object are custom database table that provide to store information unique to your organization . you can create custom tab, custom related list. Click to Setup --> Build --> Create --> Objects Click to New Custom Object for create new custom object. if you create already custom object and want to edit and delete you can do it click to edit button and delete button.

Click here to add new custom objects...

After Click on New Custom Object show new screen www.bispsolutions.com www.bisptrainigs.com www. hyperionguru.com Page 24

Provide plural Type Value

Give Meaning full Description

select Data Type There is to type Data Type 1.)Text 2.)Auto Number

Click to save after that show on new screen Step 1#

Select object name and provide Tab style click to tab style button or icon and give description and click to Next button show blow screen.

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Step 2# :-

Click to Next button show screen blow. Step 3# :-

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After Click to Save button show on screen blow Then you see add new Department Tab on your screen and it show in the plural level. if you want to Edit and Delete this custom object on your origination.

Click on the Departments Tab Show new Screen. you choose icon there show on same color and same icon.

Add to new Departments Click to New button and show screen blow. Give the Department Name and click to Save button. if you want to save more Department name Save Click to Save & New button.

Give Department name

After save Department you can show blow screen. you can all edit, delete, clone etc operation perform.

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Custom Fields & Relationships New custom field's nothing but there is many data type define. Auto Number, Formula, Lookup Relationship, master-Detail Relationship, checkbox, Currency, Date, Date/Time, Email, Geolocation, Number, Percent, Phone, Picklist, Picklist(Multi-select) Text, Text Area, Text Area(Long), Text Area(Rich), Text(Encrypted), URL. How to Add Custom Fields Relationships :Click to Setup -> Build -> Create -> Objects -> Select Any custom object -> Click to New in custom fields & Relationships.

After that show new screen there is all data type available . Auto Number, Formula, Lookup Relationship, master-Detail Relationship, checkbox, Currency, Date, Date/Time, Email, Geolocation, Number, Percent, Phone, Picklist, Picklist(Multi-select) www.bispsolutions.com www.bisptrainigs.com www. hyperionguru.com Page 28

Step 1#:-

Select Any Radio Button And Click To Next Button.

Step 2# :Have go to Checkbox -> Checked any checkbox radio button and click to Next button.

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Enter The Label Name

Show Help(Tool tip) on mouse Hover

Click to Next button and show new screen blow. After that click to Next button.

Click to Next bu8tton and show new screen blow

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Click to Save button save this new custom field . After that show new screen

If you want to add new Department click to Departments Tab -> After that click to New button

They two Field's are Custom field

Save this custom field after that show new screen blow . in this section show Location and Maxx pay and you can all so perform edit, delete, clone . there is tow way of edit this field 1. Click on Edit button edit all field. 2. Double Click on any custom field They Field is open on edit mode. it is called inline editing.

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How To change currency type If you want to change the currency type Click on Setup -> Administer -> Company Profile -> Company Information Click to Edit button and go to Local Setting find Currency Locale Field. and Select any available currency list in dropdown and choose & change the currency Type. Then save this data.

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