In Salesforce, we will get some cloud computing space from the Force.com, and that space is known as Salesforce.org. Developers will build salesforce apps, workflows, objects, apex coding and visual share pages on the top of the Salesforce.org.
what is Salesforce App?
A salesforce application is defined as a systematic container for tabs, objects, processes, and services related to the provided business function. It contains a set of tabs that works as a single unit to give services. We can develop the applications according to our business requirements, or we can group custom and standard tabs to develop salesforce applications. Salesforce provides some standard applications like a call centre, sales, marketing, etc.
Why Salesforce Applications
The main objective of the Salesforce application is to handle customer data. The user interface of salesforce applications is so simple that anyone can use the customer records stored in the objects or tables.
Salesforce Applications assist the developers in creating the links among the objects by connecting the fields. Applications also include tabs and objects which are viewable by the end-user.
Setting the Salesforce application.
- Select the setup button, which is present on the top right corner.
- After selecting the setup button, we should follow the below path.
Select build/ select create/ select apps/ select New
- After following the above path, select the custom app
- Enter the app label as EmployForce
- After Mentioning the app label, Select Next button
- Select a profile picture for your salesforce application. Click Next
- Select the tabs that you think necessary.
- Choose the profiles that you want to allocate to your salesforce application.
Tabs and profiles are required for every salesforce application because they will help the app to handle records and objects in the Salesforce.
Tabs exist in the salesforce application to access the object present in the salesforce application. They are displayed on the top of the screen. Tabs include shortcut Links to Various Objects. When you select a specific object in the tab, then the records present in that object are displayed. Tabs may also include external content such as URLs, custom pages, etc.
All the salesforce applications will include a home tab. Standard Tabs are selected by clicking the “+” symbol present in the tab menu. The Salesforce provides standard tabs like contacts, accounts, leads, groups and profiles.
For instance, accounts tab will provide detailed information about the salesforce accounts while contacts tab provides detailed information about the contacts present in the Salesforce.
Every customer or user who wants to use SFDC org or data is connected to a profile; A profile is defined as an accumulation of permissions and settings which monitors what a user can modify view and access in the Salesforce.
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A Profile can control object and user permissions, app and tab settings, page access and layouts, Visualforce Page access, etc. Profiles are completely depended on the user’s background.
Like Salesforce Tab, Salesforce Profiles also use standard Profiles. If you need a custom profile, then you need to have the replica of the standard profiles. You have to modify the replica of that profile.
In profiles, we have to remember one point, i.e. we can allocate a single profile to many users, but we should not allow a single user to access multiple profiles.
The following steps are required to create new profiles.
- Step1: To create a new profile, we should navigate through the following path:
- Step2: After navigating through the above path, we can replicate the available profiles by pressing the edit button.
Objects, Records and Fields
Objects, Records and fields are the basic elements of Salesforce. So, it is essential to know how they are useful to Salesforce in application building.
In Salesforce, Objects are considered as database tables which are used to store the data. Objects are classified into two types: they are:
Standard objects: Salesforce will have some in-built objects; they are called standard objects. Examples of standard objects are accounts. Leads, contacts, etc.
Custom objects: In Salesforce, particular objects are created by the customers, and they are known as custom objects.
Objects are a set of records and records are a set of fields.
Creating the custom object, you have to create custom fields in those objects.
The Following Steps are required to add the custom field.
- Step1: Traverse the below path to go to Objects
- Step2: Pick up the object for which you have to create fields. For example, let us say the object name is Employ Data.
- Step3: Scroll through the down for custom fields and objects of that relationship and press New button
- Step4: Based on data to be stored in that field, we have to choose the data type for that field.
- Step5: Next step is to enter the name for that field, length and description of that field.
- Step6: After making all other fields optional through checkboxes, press the next button.
- Step7: Choose various Profiles and Page Layouts for that field.
- Step 8: Finally press the save button to finish the process of creating the field.
Data Types of Fields
Data Type tells What type of data is stored in the fields. Different kinds of Data types are as follows:
Text Data Type is used when you want to enter text in the field.
Date/Time Data field is used, When you want to enter date/time in the field.
Relationships Among The Objects
In Salesforce, relationships between the objects are used to establish a connection between the objects. There are three kinds of relationships available in Salesforce, they are:
Master-Detail Relationship is also Known as Master-Child Relationship. In this relationship, the Master monitors the behaviour of the child. This relationship is a one-to-many relationship as one parent can have many children.
This relationship is used to create links between two objects, but without depending on the parent object. The child records are not affected by the parent records.
This relationship is used when there is a necessity of creating two master-detail relationships. By Linking Three Custom Objects, we can establish two master-detail relationships.
In Salesforce, we develop applications to deal with customer data. Due to the user-friendly interface of salesforce, we can develop applications quickly. Applications are developed according to our requirements. For developing applications, Salesforce.org provides certain space.
In the next topics, we will discuss in detail about, “Data Modeling in Salesforce” in Salesforce. Keep following us for more info on Salesforce Administration.
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