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Understanding Users in Salesforce.com: A Beginner’s Guide

A user in Salesforce is an entity who does all kind of actions in the Salesforce.com CRM. Every single person who needs to log in to your Salesforce organization—whether they are a salesperson closing deals, a service agent answering tickets, or the CEO looking at dashboards—must have a User record. In this guide, we will break down what makes up a Salesforce User and walk through the steps to create one. What is a "User" Record? In Salesforce, everything is a record. A customer is a "Contact" record; a potential sale is an "Opportunity" record. Similarly, an employee who needs access to the system is a "User" record. This record doesn't just hold their name and email password. It is the control center that defines exactly who they are, what they can see, and what they are allowed to do in the system. The Three Key Ingredients of a User When you create a user, you aren't just giving them a username. You have to define three crucial el...
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Objects in Force.com

Hi Folks, Today I am writing about Objects in Force.com. In previous article we have discussed about various components of force.com applications with an overview of  the Salesforce data model so diving deep into it we are going to discuss objects in force.com. Basically, there are two types of objects in force.com. Table below is showing some main objects as example - Standard Objects Custom Objects MyCustomObject__c Account Contact Lead Opportunity Campaign Case Quote Note:- All Standard Objects are not mentioned. As we all know that Objects in Salesforce are the database tables and Standard Objects are predefined by Salesforce and those objects which are defined by us, are Custom Objects. So in the above table MyCustomObject__C is a custom object with a sample name. “__c” is a suffix, added by Salesforce to differentiate between Standard objects and Custom obje...
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Force.com Applications

Hi Folks, Today I’m writing about the Force.com Applications for Salesforce.com. Developing an application on force.com has a defined process. This process goes as -  We can develop our application in Developer Edition Org. After being developed an application must be tested in a Sandbox. Since it’s a tested application it must be submitted for the Security Scanner reviews. Scanner scans our application for security, complexity and other issues. If our application gets a “No issues found” result then only it can be pushed on App Exchange. App Exchange is a marketplace for force.com applications. App Exchange is just like Google App Store. From the App Exchange we can download and install applications directly into our Salesforce.com CRM org. An application is a collection of different Kinds of Components as we see after logging into CRM. Components available in an application have a big picture behind it’s view and behavior so before understanding these compone...
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MVC Architecture

Hi Folks, Today I’m writing about MVC the MODEL, VIEW, CONTROLLER in Force.com application development platform. MVC is basically an Architecture Pattern which has some separation of concerns, in a Software. Separation of Concerns means that classifying a Module in Sub-Modules which are integrated and interactive to each other. Components A Model basically manages data and enforces rules and validations on the data, currently in context. It’s a central component of the design pattern. A View is your HTML/Javascript based representation of your data pulled from your Model. It can be a chart or some tabular formatted page to view information. A Controller is a conveying medium between model and view which helps view to show data by pulling it from model. It basically accepts inputs and converts into instructions or commands to model or view. Working A model stores the data retrieved by the controller and displayed in the view. A view generates new ou...
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Force.com (Development Platform)

Hi Folks, Today I’m writing about Force.com. Previously, we have discussed about how to start with Salesforce.com and Force.com and what type of solutions/products provided by Salesforce through Salesforce.com CRM. So that is all a basic stuff. Now let’s move ahead with some Customization and Configuration with development Features of Force.com. Force.com is a Application development platform which enables you (as a developer or administrator) to Customize and Configure existing applications according to the workflow of your business and if it still doesn’t fit in, you can develop your own applications. To get into the force.com – you can just click on the setup link on the screen of your developer account, as we discussed previously. So if you look at the sidebar available there you can Customize/Configure and Develop the applications and components of your applications. Force.com provides two ways to implement your own business logics in any application. 1. Decl...
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Salesforce.com (CRM)

Hi Folks, In this article I’m going to share some basics of Salesforce.com CRM. Salesforce Provides many business solutions as in Sales Cloud, Service Cloud, Marketing Cloud etc. But this is not it here we can customize these applications as per our requirement and even after customizations if it doesn’t fulfill our requirements then we can develop a lot more using force.com and about those things we will discuss in further articles. So let’s discuss on the basic stuff first. So now as we all know, Salesforce.com provides a CRM(SAAS) Which is a model used to Collaborate between different departments of an organization and to manage Activities according to the work flow of an organization or everything that a company wants to track. Salesforce is providing solutions for Sales, Service, Marketing etc. for an Organization, through Salesforce.com. CRM is a major component of Salesforce. Goals of Salesforce.com CRM o    Increase Sales Revenue o    Increa...
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