The document provides an overview of developing applications on the Salesforce platform. It discusses key Salesforce concepts like objects, fields, records, and relationships. It also covers how to set up tabs and profiles and build a basic application in Salesforce including creating custom objects and fields. The document then explains reporting in Salesforce and concludes by highlighting the benefits of the Salesforce platform.

1. Sales force Application Development
Guided By-
Er. Narendra Pal Singh
(HOD CSE Department)
Presented By,
Nishtha Gupta
(CSE 4th Year)
Industrial Training Presentation
On the topic
Submitted To,
Er. Narendra Pal Singh
(HOD CSE Department)
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2. Contents
• What is Salesforce.com?
• Why Salesforce.com?
• Cloud Services Offers By Salesforce
• Which Companies Using Salesforce
• Salesforce App Cloud
• Getting Started with Salesforce
• Building A Salesforce Application
• Salesforce Tabs
• Salesforce Profile
• Objects, Fields & Records In Salesforce
• Object Relationship in Salesforce
• Reporting in Salesforce
• Conclusion
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3. What is SalesForce.com?
Salesforce is the world’s #1 Customer
Relationship Management (CRM) platform.
Its cloud-based applications for sales, service,
marketing, and more don’t require experts to
set up or manage — simply log in and start
connecting to customers in a whole new way.
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5. Why SalesForce.com?
Before I answer the question, let me brief
you why should we choose Salesforce..
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6. Contd..
• Salesforce provides you the fastest path from
Idea to App. You can concentrate on building
your app using Salesforce tools, rather than
building the infrastructure and tools yourself.
• Salesforce customers generally say that it’s
unique for three major reasons:
– Fast
– Easy
– Effective
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7. Cloud Services Offered By Salesforce
• Salesforce Sales Cloud
• Salesforce Marketing Cloud
• Salesforce Service Cloud
• Salesforce Community Cloud
• Salesforce Commerce Cloud
• Salesforce Analysis Cloud
• Salesforce IoT Cloud
• Salesforce Healthcare Cloud
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8. Which Companies Uses Salesforce
INDUSTRY COMPANY NAME
Communications Comcast Spectator
Financial Services American Express
Government Obama For America
Health Care Health Leads
High Tech Sony
Media CocaCola Enterprise
Manufacture InMobi
Retail Trip A Deal
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9. SalesForce App Cloud
• To develop custom apps that will run on the Salesforce
platform, you can use the Salesforce App Cloud. It
provides you with a collection of development tools
that you can utilize to create custom applications.
Some of the tools in the App Cloud include:
• Force.com
• AppExchange
• Heroku
• Salesforce Thunder
• Salesforce Sandbox
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10. Getting Started with Salesforce.com
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11. Building A Salesforce Application
• The primary function of a Salesforce app is to
manage customer data. Salesforce apps
provide a simple UI to access customer
records stored in objects (tables). Apps also
help in establishing relationship between
objects by linking fields.
• Apps contain a set of related tabs and objects
which are visible to the end user.
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12. The Below ScreenShot Shows How the App Looks like...
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13. Steps to Set up An App
• Click on Setup button next to app name in top
right corner.
• In the bar which is on the left side, go
to Build → select Create → select Apps from
the drop down menu.
• This Process can be shown in the Above given
Screenshot
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15. Click on New As shown in the Screenshot
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16. • Choose Custom App.
• Enter the App label Click on Next.
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17. Salesforce Tabs
• Tabs are used to access objects (tables) in the
Salesforce App.
• It contains shortcut links to multiple objects.
• On clicking the object name in a tab, records
in that object will be displayed.
• Tabs also contain links to external web
content, custom pages etc.
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18. Steps To Add Tab
• Click on ‘+’ in the tab menu.
• Click on Customize tabs, which is present on
the right side.
• Choose the tabs of your choice and click
on Save.
• This can be viewed by the above Screenshot
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19. Besides standard tabs, you can also create custom
tabs.
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20. Steps to Add Custom Tab
• Navigate to Setup → Build → Create → Tabs.
• Click on New.
• Select the object name for which you are creating
a tab. In my case, it is Students Data. This is a
custom object which I have created.
• Choose a tab style of your preference and enter a
description.
• Click on Next → Save. The new Students Data tab
will appear as shown below
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22. Salesforce Profile
• Every user who needs to access the data or SFDC org
will be linked to a profile. A profile is a collection of
settings and permissions which controls what a user
can view, access and modify in Salesforce.
• A profile controls user permissions, object permissions,
field permissions, app settings, tab settings, page
layouts, record types, login hour and login IP
addresses.
• You can define profiles based on the background of the
user. For example, different levels of access can be set
for different users like system administrator, developer
and sales representative.
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23. Contd..
• Similar to tabs, we can use any standard profile or
create a custom profile. By default, the available
standard profiles are: read only, standard user,
marketing user, contract manager, solution
manager and system administrator. If you want to
create custom profiles, you have to first clone
standard profiles and then edit that profile. Do
note that one profile can be assigned to many
users, but one user cannot be assigned many
profiles.
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24. Steps to Create A Profile
• Click on Setup → Administer → Manage users
→ Profiles
• You can then clone any of the existing profiles
by clicking on Edit.
• This Process can be viewed by the following
Screenshot.
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26. Objects, Fields And Records In Salesforce
• Objects, Fields and Records are the building blocks of
Salesforce. So, it is important to know what they are
and what role they play in building Apps.
• Objects are the database tables in Salesforce where
data is stored.
• Every row in an object consists of many fields. Thus a
record in an object is a combination of related fields.
Look at the below excel for illustration.
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28. Types Of Object
There are two types of objects in Salesforce:
• Standard objects: The objects provided by
Salesforce are called standard objects. For
example, Accounts, Contacts, Leads,
Opportunities, Products, Reports, Dashboard
etc.
• Custom objects: The objects created by users
are called custom objects.
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29. Steps to Create A Custom Object
• Navigate to Setup → Build → Create → Object
• Click on New Custom Object.
• Fill in the Object Name and Description.
• Click on save.
• As you can see from the below image, the
object name is Students Data.
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31. • After creating the object, you need to define
various fields in that object. e.g. the fields in a
student’s record will be student name, student
phone number, student email ID, the
department a student belongs to and his
native city.
• You can add records to objects only after
defining the fields.
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32. Steps to Add Custom Fields
• Navigate to Setup → Build → Create →
Objects
• Select the object to which you want to add
fields. In my case, it is Students Data.
• Scroll down to Custom Fields & Relationships
for that object and click on New as shown in
the below screenshot.
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33. • You need to choose the data type of that particular
field and then click Next
• You will then be prompted to enter the name of the
field, maximum length of that field and description.
• You can also make it an optional/ mandatory field
and allow/ disallow duplicate values for different
records by checking on the check boxes. See the
below screenshot to get a better understanding.
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35. • Click on Next.
• Select the various profiles who can edit that
text field at a later point of time. Click Next.
• Select the page layouts that should include
this field.
• Click Save.
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36. • As you can see from the below screenshot, there
are two types of fields.
• Standard fields created for every object by
default
• Custom fields created by developer.
• The four fields which I have created for Students
Data are City, Department, Email ID and Phone
No. You will notice that all custom fields are
suffixed with ‘__C’ which indicates that you have
the power to edit and delete those fields.
Whereas some standard fields can be edited, but
not deleted.
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38. Steps To Add A Record
• Go to the object table from the tab
menu. Students Data is the object to which I
will add records.
• As you can see from the below image, there
are no existing records. Click on New to add
new student records.
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39. • Add student details into different fields as
shown in the below screenshot. Click on Save.
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40. Data Types Of Fields
• Data type controls which type of data can be
stored in a field.
• Fields within a record can have different data
types.
• You can choose any one of the data types for
custom fields.
• Below is a screenshot listing the different data
types.
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41. • In case you want to edit the student details,
you can click on Edit as shown in the below
screenshot.
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42. Data Types Of Fields
• Data type controls which type of data can be
stored in a field.
• Fields within a record can have different data
types.
• You can choose any one of the data types for
custom fields.
• Below is a screenshot listing the different data
types.
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44. Object Relationship In Salesforce
• As the name suggests, object relationship is used
in Salesforce to create a link between two
objects.
• Relationships can be defined while choosing the
data type. They are always defined in the child
object and are referenced to the common field in
master object. Creating such links will help you to
search and query data easily when the required
data is present in different object.
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45. Type of Relationship
There are three different types of relationships
that can exist between objects. They are:
• Master-Detail
• Look-up
• Junction object
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46. Master-Detail Relationship
• Master-Detail relationship is a parent-child
relationship in which the master object
controls the behaviour of the dependent
object. It is a 1:n relationship, in which there
can be only one parent, but many children.
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47. Look-up Relationship
• Lookup relationships are used when you want
to create a link between two objects, but
without the dependency on the parent object.
You can think of this as a form of parent-child
relationship where there is only one parent,
but many children i.e. 1:n relationship.
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48. Junction Relationship
• This kind of a relationship can exist when
there is a need to create two master-detail
relationships. Two master-detail relationships
can be created by linking 3 custom objects.
Here, two objects will be master objects and
the third object will be dependent on both the
objects. In simpler words, it will be a child
object for both the master objects.
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49. Reporting In Salesforce
• Salesforce gives you a comprehensive, real-
time view of your Application.
• Report is
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50. Types of Reports
There are Four types of report in Salesforce
1. Tabular Report
2. Summary Report
3. Matrix Report
4. Join Report
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51. Tabular Report
• A simple listing of data without any Subtotals.
• This type of report looks likes
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52. Summary Report
• A listing of data with group and Subtotals.
• Summary Report looks like
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53. Matrix Report
• A comparsion of related totals with the totals
of the row & the column
• The Matrix report is shown in above figure
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54. Joined Reports
• Block of all related information into a single
report.
• This will be looks like
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55. Conclusion
• Salesforce.com offers a conclusive concept to deliver
an easy to use CRM Software as a service using a
dynamic, scale free cloud computing approach.
• This satisfies the customer demand and leverages cost
benefits for the customers of Salesforce.com.
• The success of Salesforce.com is based on an excellent
management, a clear company strategy and a business
model, which uses cutting edge technology combined
with a developer community and an easy to use
platform, which is delivered in a very cost effective
manner. Thus, Salesforce.com is an excellent example
for an e-Commerce company.
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