Sales force

1. SalesForce
Raj Kumar Ranabhat

2. Platform Development Basics
• Platform Building Blocks
• High Impact, Low Effort
• HR Can Use the Platform
• Supports the development of other technologies on top of it.

3. Data Modeling
• Understand Custom & Standard Objects
• Standard objects : e.g. Account, Contact, Lead, and Opportunity
• Custom objects : created to store information that’s specific to your company
or industry.
• How to create Custom Object:
1. Click the Object Manager tab.
2. Click Create | Custom Object in the top right corner.
3. For Label, enter label name.
4. For Plural Label, enter label name
5. click Save.

4. Data Modeling…Contd.
• Create Object Relationships
• lookup relationship
1.From Setup, go to Object Manager | Favorite.
2.On the sidebar, click Fields & Relationships.
3.Click New.
4.Choose Lookup Relationship and click Next.
5.For Related To, choose Contact. For the purposes of DreamHouse, contacts
represent potential home buyers.
6.Click Next.
7.For Field Name, enter Contact and click Next.
8.Click Next, Next, and Save & New.

5. Data Modeling…Contd.
• Master-detail relationship.
1.Choose Master-Detail Relationship and click Next.
2.For Related To, choose Property.
3.Click Next.
4.For Field Name, enter Property and click Next.
5.Click Next, Next, and Save.

6. Data Modeling…Contd.
• Work with Schema Builder
1.Use Schema Builder to create a schema for a given object model.
2.Use Schema Builder to add a custom object to your schema.
3.Use Schema Builder to add a custom field to your schema.

7. Data Management
• Import Data
• Export Data

8. Formulas & Validations
• Created a custom formula field and use the formula editor.
• Implemented Roll-Up Summary Fields
• Validation Rules were created

9. Apex Basics & Database
• key features of the Apex programming language.
• Save an Apex class and call methods with Anonymous.Apex.
• Used the Developer Console to inspect debug logs
• Manipulate Records with DML
• Use DML to insert, update, and delete records.
• Use upsert to either insert or update a record.
• Catch a DML Exception.
• Updating Related Records

10. Write SOQL Queries
• Write SOQL queries in Apex.
• Execute SOQL queries by using the Query Editor in the Developer Console.
• Execute SOQL queries embedded in Apex by using Anonymous Apex.
• Query related records.
• Eg, SELECT Name,Phone FROM Account WHERE (Name='SFDC Computing' AND
NumberOfEmployees>25)

11. Write SOSL Queries
• Salesforce Object Search Language (SOSL) is a Salesforce search language that is
used to perform text searches in records
• SOSL allows you to search your organization’s records for specific information
• Unlike SOQL, which can only query one standard or custom object at a time, a
single SOSL query can search all objects
• Eg, List<List<sObject>> searchList = [FIND 'Wingo OR SFDC' IN ALL FIELDS
RETURNING Account(Name),Contact(FirstName,LastName,Department)];

12. Thank You