Salesforce Platform for begginer

What is Salesforce Platform?

    Salesforce is the world's #1 customer relationship management (CRM) platform.Salesforce Platform is the app development platform that extends your CRM's reach and functionality. You do not have to be a developer to build apps using the Salesforce Platform.

Salesforce terminology and tour of salesforce platform

 

 

1. An app in Salesforce is a set of objects, fields, and other functionality that supports a business process. You can see which app you’re using and switch between apps using the App Launcher (  ).
2. Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.
3. Records are rows in object database tables. Records are the actual data associated with an object. Here, the 211 Charles Street property is a record.
4.  Page layout refers to the arrangement and organization of fields, sections, and related lists on a particular object's record page. It determines the way data is displayed and organized for users, including which fields are visible and editable, their order, and their labels.   

What is Salesforce Architecture ?  

 

         

 

 Salesforce is a cloud-based customer relationship management (CRM) platform that is designed to help businesses manage their sales, marketing, and customer service operations. The architecture of Salesforce is based on a multi-tenant model, which means that multiple organizations can use the same instance of the platform while maintaining separate data and configurations. 

 

Here are the key components of Salesforce architecture:  

 

1.  User Interface Layer: The user interface layer is the front-end of Salesforce and is responsible for rendering the application's graphical user interface (GUI). The user interface layer includes the standard and custom components like tabs, pages, and widgets that provide an intuitive interface for users to interact with the system.

2. Data Layer: The data layer is where all the data is stored and managed. Salesforce uses a relational database model to store data, with objects representing tables and fields representing columns. Salesforce also provides a powerful data management system that allows users to create, read, update, and delete records.

3.  Metadata Layer: The metadata layer is responsible for storing and managing the configuration information for the application. It includes information about the customizations, workflows, processes, and other elements that make up the application.

4. Business Logic Layer: The business logic layer is responsible for executing the rules and processes that govern the behaviour of the application. This layer includes the workflows, validation rules, and triggers that automate tasks and enforce business rules.

5.  Integration Layer: The integration layer enables Salesforce to connect with other applications and systems. Salesforce provides a range of integration tools and APIs that allow developers to build integrations between Salesforce and other systems.
6. Security Layer: The security layer is responsible for protecting the application and its data. Salesforce provides a range of security features, including authentication, access control, encryption, and auditing. 

 

 

 Overall, the architecture of Salesforce is designed to provide a highly customizable and scalable platform that can meet the needs of businesses of all sizes and industries. Its multi-tenant model allows multiple organizations to use the same infrastructure while maintaining their own data and configurations, making it a cost-effective and efficient solution for CRM.   

 

Salesforce Navigate Setup 

 

         

 To navigate the Salesforce Setup menu, follow these steps:  

1.  Log in to your Salesforce account.
2. Click on the gear icon in the top right corner of the screen.
3. From the dropdown menu, select Setup.
4. You will be taken to the Setup menu, where you can navigate to different sections by using the search bar or by clicking on the links in the left-hand navigation menu.    

 

 Here are some of the most common sections you may need to access in the Salesforce Setup menu: 

1.  Object Manager: This is where you can create and manage custom objects, fields, and relationships in Salesforce.
2. Setup Menu: The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.
3. Main Window: We’re showing you the Setup home page, but this is where you can see whatever it is you’re trying to work on.  

  

 There are three main categories in the Setup menu:                              

•  Administration: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates. 

•  Platform Tools: You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well. 

•  Settings:  Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.     

     

  

Sr.No.	Item	Why it’s a must-see
1	Company Information	At-a-glance view of your org Find your org ID See your licensing information Monitor important limits like data and file usage
2	Users	Reset passwords Create new users and deactivate or freeze existing users   View information about your users
3	Profiles	Manage who can see what with user  profiles Create custom profiles
4	View Setup Audit Trail	See 6 months of change history in your org Find out who made changes and when Tool for troubleshooting org configuration issues
5	Login History	See 6 months of login history for your org  View date, time, user, IP address, and more login data Use for security tracking and adoption monitoring

 

 

what is the salesforce app exchange

• The Salesforce AppExchange is a marketplace where third-party vendors and developers can sell or distribute their applications, add-ons, and plugins that are built on the Salesforce platform. It is similar to an app store where users can find and download apps that extend the functionality of their Salesforce instance.
  
• The AppExchange offers a wide range of applications that cater to various business needs, such as marketing automation, customer service, accounting, analytics, and more. These apps can help businesses optimize their Salesforce experience, improve productivity, and streamline their operations.
  
• Salesforce users can access the AppExchange through their Salesforce account, where they can search for apps based on their requirements, read reviews, compare prices, and install apps directly into their Salesforce org. The AppExchange also provides a platform for developers to showcase their apps, receive feedback from users, and collaborate with other developers to build better apps.