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SFDC Training
Course Details
• Introduction
– Cloud Environment
– Sales Process
– Customer Relationship Management
• Salesforce Environment
– Introduction and Overview
– Getting around app
– Setting up and Managing users
– Security and Data Access
– Customization
– Automation
– Report and Dashboard
– Managing support process
– Summary
• Other details
1. Introduction
A. Cloud Environment
B. Sales Process
C. Customer Relationship Management
Cloud Environment
It is distributed computing or computing services on internet
Components
1 Client Computer
2 Distributed Server
3 Datacenters
Types
SalesForce
CRM
LotusLive
Cloud Environment
A. Cloud Environment
B. Sales Process
C. Customer Relationship Management
Sales Process
Feedback/
Complaint/Cases Order
Referrals
A. Cloud Environment
B. Sales Process
C. Customer Relationship Management
Customer Relationship Management
A term used for managing a relation of customer with the
company, to delight them.
It helps in
Marketing
Give
departments
employees
identify and
information Tracks all
target their Identifying
needed to Improve points of Closing sales
best prospects
improve sales and contact more
customers, and helps
customer streamline between a effectively
manage them
service and existing customer and
campaigns become
also to better processes and the efficiently
as well as customers
understand company
discover
customer
qualified
needs
leads
Customer Relationship Management
Analysis of customer data for effectiveness, retention, etc
Analytical
Win
more
..sale
more
Custo
mer
retention
Customer
acquisition
User
Salesforce Object and Relationship
Salesforce Environment
Live Demo
Getting around Salesforce
Section - 1
User Profile
User
Record
Getting around Salesforce
Section - 1
SetupCustomizeUser interface
Getting around Salesforce
Section - 1
SetupCustomizeSearchSearch
Settings
Getting around Salesforce
Section - 1
?
SetupCustomizeActivitiesActivities settings
Getting around Salesforce
Section - 1
You can do by own
Getting around Salesforce
Section - 2
Settings Permissions
Apps Administrative
Tabs General User
Record Type Std Object
Page layout Custom Object
fields
Getting around Salesforce
Section - 2
• Object Permissions
SetupManage UsersProfiles
SetupCustomizeUser – check enhance profile user interface
Getting around Salesforce
Section - 2
• SetupManage UsersUsers
Setting up and Managing Users
Section - 3
SetupSecurity ControlsPassword
Policies
Salesforce Environment
The Organization
Object
Record
Field
Security and Data Access
Section- 4
Object
Profile
Permission sets
SetupManager UsersProfiles
Create new view
View name- Assest object permission
Setting- custom equal True
Search object permission
Add and save
SetupManager UsersPermission set
Click new and fill details , license as salesforce and save
Object setting AccountEditcheck deletesaveassign to user record
Security and Data Access
Section- 4
Private – User can only access the record that they own,
and cannot see the record owned by other users
Role Hierarchy
In Private or hybrid model, the role hierarchy lets you open up
record access to manager, team leader etc who may have
been denied access by OWD
Sale Sales
director
manager manager
Sharing Rule
This is to grant additional record access to group of users on an object
by object basis.
• Exception to OWD
• Irrelevant for Public data access
• Comprising of three component
– Share which records
– With which users
– What level of access
Public Group
A public group is group of users that you can use to simplify the
creation of sharing rule involving many user.
Public
Group
Roles and
Other Public groups
subordinates
Profile
Object Permission sets
Record
OWD
Role
Field
Sharing rule
Public group
AT & OT
Salesforce Environment
Standard Fields
• You can not delete them but can hide them using field level
security
– Change field label
– Help text
– Edit value in picklists
– Set history tracking
Custom Fields
These fields are created by you to capture additional information
required for your business
Customization
Section - 5
Picklists
Picklists are fields that allow user to select either single or multiple
values from a predefined list during data entry.
• Speed up data entry
• Maintain data quality by allowing only permissible value facilitate
searching reporting and filtering.
Dependent Picklists
- Controlling Field
- Dependent Field
It can reference
- Other fields on the same records
- Fields on the records of lookup object
- Fields on the users record, profile and role
Dependent Lookups
Use a lookup filter that reference another field on the same object to
create dependent look up
Customization
Section - 5
Custom Formula Fields
This allow you to define calculations that reference other fields to
display new numeric, text, date or checkbox value specific to you
business requirement.
Sequence of assignation
Object Page layout Profile
Customization
Section - 5
Record Type
This allow you to offer users different page layout, picklist values for
different business scenarios. Based on their profile. Each object has
default master record type but you can create new one.
Sales Process
Sales Process makes you to create separate stage on opportunity for
different set of profile
SetupCustomizeOpportunitiesSales Process
Customization
Section - 5
Data Validation
This allows you to ensure the integrity of data before it is saved. By
preventing user from saving invalid field values. There are two types:
- Email Template
Task Task
Email Email
Field Field
Update Update
Outbound Outbound
Messages Messages
Lead Queues
Queues are location where records await processing by assigned
members.
Web to Lead