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Introduction To Salesforce
Introduction To Salesforce
Introduction To Salesforce
Himanshu
Himanshuparashar@icloud.com
Introduction
• Salesforce is the worlds' first and most popular CRM system headquartered in
San Francisco.
• It was founded in March 1999 by former Oracle executive Marc Benioff and
Parker Harris
• Low cost, Low risk Cloud based solution software service to buy
• Multitenant Architecture
Multitenant Architecture
What is CRM
- Phone Call
- Meetings
- Social media
- Sales
- Marketing
- Support
Salesforce Applications
Salesforce
Salesforce Editions
• Group Edition
• Developer Edition
• Personal Edition
• Professional Edition
• Enterprise Edition
• Unlimited Edition
• Performance Edition
• Database.com Edition
Salesforce Data Model (Objects)
Sales Objects—includes accounts, contacts, opportunities, leads, campaigns, and other related objects
Task and Event Objects—includes tasks and events and their related objects
Document, Note, and Attachment Objects—includes documents, notes, and attachments and their related
objects
Record Type Objects—includes record types and business processes and their related objects
Sharing and Team Selling Objects—includes account teams, sales teams, and sharing objects
https://na6.salesforce.com/00Q8000000YYIet
Child field value may be optional Child field value is always required
Maximum 25 lookup relationships per child Maximum 2 master relationships per detail object.
User Object has a special type of lookup relationship: the hierarchy relationship.
For example a hierarchy relationship allows developers to create a Manager field
on the User object to relate another User.
to connect 2 objects.
• Sandbox Environment
• Production Environment
Thank You!