A Crash Course On The Basics of Salesforce

#SALESFORCE101
A crash course
on the basics
of Salesforce
Introduction to Salesforce
Salesforce is a cloud-based software company
that provides a customer relationship
management (CRM) platform for businesses.
The platform is designed to help companies
manage all aspects of their relationships with
customers, including sales, marketing, and
customer support.
At its core, Salesforce works by storing
customer data in a central location that can be
accessed by different departments within a
company. Salesforce also provides a range of
tools for customization and integration, allowing
businesses to tailor the platform to their specific
needs and integrate it with other systems.

Salesforce
development tools and
technologies
Used to build and customize applications
on Salesforce.
Primary tool is the Developer Console.
Technologies include Apex, Visualforce,
and Lightning Web Components.

APIs and integration tools for connecting
with other systems.

Tools for customization and
configuration, like App Builder and
Process Builder.
Introduction to Apex
Programming
Language
Apex is a programming language
used for developing custom
business logic and integrations on
the Salesforce platform. It is similar
to Java and runs natively on the
Salesforce platform, allowing
developers to build custom
functionality directly into their
Salesforce applications.
Salesforce Data Model
The Salesforce data model is a way of
organizing and structuring data in Salesforce.

Data is stored in objects, which are similar to
tables in a database. Objects are made up of
fields, which are similar to columns in a table.

Relationships can be created between
objects to represent how they are related.

There are two types of relationships: Lookup
relationships link objects together, while
master-detail relationships link objects
together in a parent-child hierarchy.

The data model can be customized and
extended using custom objects and fields to
fit the specific needs of the organization.

Salesforce User Interface
Salesforce user interface is the visual layer
that allows users to interact with
Salesforce applications.
The Lightning UI is the new and modern
interface that provides a more streamlined
and intuitive user experience.

It includes customizable home pages,
dashboards, and interactive reports.

The Lightning UI also includes Lightning
App Builder, a drag-and-drop tool that
allows users to create custom pages and
applications without writing code.

Salesforce Security Model
It includes security features like
authentication, authorization, and data
encryption.
Permission sets can grant additional
permissions to users beyond their default
roles.
Field-level security controls which fields
users can see and edit on a record.

Sharing rules can be used to extend
access to specific records to certain
users or groups.
Data encryption can be used to protect
sensitive data stored in Salesforce.

Salesforce Integrations
Salesforce provides various integration
options, including REST and SOAP APIs,
Apex web services, and platform events.

Allows data to be exchanged between
Salesforce and other systems in real-time.

Use cases include syncing data between
Salesforce and other systems, automating
data entry and updates, and triggering
actions in other systems based on
Salesforce data.
Salesforce also offers pre-built integrations
with popular third-party applications, such
as Microsoft Outlook, Gmail, and
QuickBooks.
Salesforce Deployments
Salesforce provides deployment options,
including change sets, the Salesforce CLI,
and metadata API.

Change sets are a simple deployment
option that allows admins to move
metadata and configuration changes
between Salesforce orgs.

The Salesforce CLI is a command-line
interface that allows developers to
automate deployment tasks and integrate
deployment processes with other systems.

The metadata API allows developers to
retrieve and deploy metadata using scripts
and other tools.

Salesforce AppExchange
Salesforce AppExchange is a
marketplace for third-party applications
that can be installed and used within
Salesforce. Salesforce AppExchange
provides a wide variety of applications
that extend the functionality of
Salesforce, such as sales and marketing
automation, customer service, and
analytics. AppExchange applications are
developed by third-party developers and
partners and are subject to Salesforce's
security and quality standards.

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#SALESFORCE101

that provides a customer relationship

management (CRM) platform for businesses.

The platform is designed to help companies

manage all aspects of their relationships with

customers, including sales, marketing, and

At its core, Salesforce works by storing

customer data in a central location that can be

accessed by different departments within a

company. Salesforce also provides a range of

tools for customization and integration, allowing

businesses to tailor the platform to their specific

needs and integrate it with other systems.

development tools and

and Lightning Web Components.

with other systems.

configuration, like App Builder and

used for developing custom

business logic and integrations on

the Salesforce platform. It is similar

to Java and runs natively on the

Salesforce platform, allowing

developers to build custom

functionality directly into their

organizing and structuring data in Salesforce.

tables in a database. Objects are made up of

fields, which are similar to columns in a table.

objects to represent how they are related.

relationships link objects together, while

master-detail relationships link objects

together in a parent-child hierarchy.

extended using custom objects and fields to

fit the specific needs of the organization.

that allows users to interact with

interface that provides a more streamlined

and intuitive user experience.

dashboards, and interactive reports.

App Builder, a drag-and-drop tool that

allows users to create custom pages and

applications without writing code.

authentication, authorization, and data

permissions to users beyond their default

users can see and edit on a record.

access to specific records to certain

sensitive data stored in Salesforce.

options, including REST and SOAP APIs,

Apex web services, and platform events.

Salesforce and other systems in real-time.

Salesforce and other systems, automating

data entry and updates, and triggering

actions in other systems based on

with popular third-party applications, such

as Microsoft Outlook, Gmail, and

including change sets, the Salesforce CLI,

and metadata API.

option that allows admins to move

metadata and configuration changes

between Salesforce orgs.