Salesforce Administrator Updates

Hi Aayushi,

Salesforce is the world's no1 Customer relationship management(CRM) tool which is used to manage all your happy customers. It may be an industry we talk about, they have their sales, services and marketing teams, and salesforce is the best platform to handle all those. 

Salesforce originated from the cloud computing concept where all your data are stored in the cloud. The company don't have to worry about the setup of hardware, software and their infrastructure configuration anymore. It would help if you had useful internet and a laptop/desktop/ mobile to open a browser and log in to Salesforce org, and you can configure and customise your complete project in that.

I hope the answer helped you.

Let me know if you have any further queries.

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Difference Between Workflows, Process Builder, Triggers.

• Workflows: Which is Automated business proces with help of New Task, Email Alert, Field Update, Outbound Messages.
• Process Builder: Which is Automated business proces with 11 different advanced fetures morethan WOrk flows.
• Triggers: It had more features than WFs and PB for before record save, update, delete, operations.

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Hello Everyone! This is just an introductory lesson for those who want their career as Salesforce Admin. Being a Salesforce Admin, you do not need any prior experience on CRM. What you all need is the dedication and hard work.

Being a CRM Admin means you know complete in and out of that CRM. So you should know every tiny thing about the CRM you are going to work on.

Examples :

How to send mass emails from CRM.

How to automate complete process without doing much manual work.

How to run Campaigns on any CRM.

Can we share our internal few records to any other user who is not a part of CRM, without providing them License?

Above questions are just examples. There is a lot you can do with Salesforce CRM.

To start work on Salesforce. First, you need to create an account on "developer.salesforce.com". Once you create your login on this it is valid for lifetime, it never expires.

Next, try to check out the look and feel of Salesforce. Like you go shopping, and you check each and everything before purchase. Same way check how Salesforce looks like and try to know why it becomes so demanding by customers.

If you get to know why it is so much in demand. Then your journey Starts to become Salesforce Admin.

 

If you have any query or want to learn Salesforce Admin, you can always contact me through UrbanPro.

 

Thank you!

Devika Goel.

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In every platform technology will be follow below things:

i. Software Development Life Cycle[SDLC]--------SDLC having diffrent METHADOLOGIES (Salesforce SDLC --  Agile and Agile with SCRUM)

What is the difference between remaining SDLC and Agile and Agile with SCRUM?

 

ii. Requirments & ANALASYS===>>>>>  How to get or collect Requirments from diffrent Clients?

a. What is POC?

b. When will connect with client?

c. When will start project?

d. When will start design?

iii. DISGIN ===>>>>>  What is the High Level Design Document and how to prepare?

 What is the Low Level Design Document and how to prepare?

 

iv. . DEVELOPEMENT ===>>>>> MVC=== DECLARATIVE 40% ======PROGRAMETICAL 40%====10% HTML(VF PAGE)===10% APEX-====10% TRIGGER BATCH APEX====10% WEBSERCISE

a. What is the framework and how it will be work?

b. What technologies are included in salesforce?

c. Before start SFDC cource what technologies are known?

d. What is the Visual Force Page?

e. What is the Apex?

f. What  is Integration?

g. What are the diffrent types of SFDC Projects?

h. What are the diffrent types of SFDC Project Roles? and whatarethe eligibility critiria?

v. TESTING ===>>>>> UNIT--- SIT --- UAT 10%

Who will be do testing? What are  the different types of testings?

vi. DEPLOYMENT ===>>>>> SANDBOX---PRODUCTION 5%

How many ways to deployments?

 

SECURITY CONTROL =====>>>>> APP----SYSTEM---5%

 

SOFTWARE

PLATFORM ------ UI

INFRASTRUCTURE -----

cLOUD COMPUTING
===============

PUBLIC
PRIVATE
HIBREDE

21 APPLICATIONS----IBM,GOOGLE,VMWARE,AMAZON,AZURE,MSDYNAMIC CRM.....SALESFORCE

SALESFORCE.COM CRM----SAAS----
FORCE.COM-------------PAAS----
DATA.COM--------------IAAS----

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Difference between Dataloader and Import Wizard in Salesforce:

Dataloader	Import Wizard
It supports more than 50000 records.	It supports only up to 50000.
It supports almost all standard and custom objects.	It supports Custom objects but only few Standard objects like Accounts, Solutions, Leads and Contacts.
It doesn’t support schedule export.	It supports schedule export.
Delete operation is available.	Delete operation is not available.
It requires installation.	It doesn’t require installation.
While importing, duplicates cannot be ignored.	While importing, duplicates can be ignored.

 

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Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services for email, mobile, social and online marketing. Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers. read less

We are creating validation rules, workflow rules, assignment rules, auto-responsive rules, escalation ruels and apex triggers etc.

If the condition is same for all the rules which will execute first and which will execute next, for this salesforce provide the order.

Order of execution in salesforce:

• Prepare the record for insert/update operation.

• It will replace all the old field values with new field values.

If the request is coming form UI all the system validations will execute:

• DataType

• Length

• Required

• Unique

• PageLayot level validations

Before triggers:

Custom Validations and again system validation rules will fire (pageLayot level validations won't fire at this point of time).

Record will be saved into the database but doesn't not commit.

After triggers:

• Assignment rules.

• Auto-responsive rules.

• Workflow Rules.

• Incase of Workflow Rule Field updates again before triggers and after triggers fire one more time. System validation ruels for duplicate chcek.

• Escalatoin Rules.

• Rollup-Summary fields will be calculated.

• Grant parent Rollup-Summary fields will be calculated.

• Criteria base sharing evaluation.

• Record will be commited into the database.

• Post Commit logic (Sending emails).

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 ChildObject__c

ParentObject__c

Click to see the full question.

Relationship between ChildObject__c and ParentObject__c objects is Lookup relationship.

In case of lookup relationship if we delete the parent object record in child object only the relationship field value will be removed (child records won't be deleted).

But client has a requirement to delete the child object records. How to achieve this?

Write an apex trigger to achieve this functionality.

We should take before delete event. If we take after delete relationship will broke up b/w parent and child object records.

Trigger ParentTrigger on ParentObject__c(before delete) {

   /*

Note:

• For delete events only trigger.old and triggger.oldMap will be available.

• trigger.old holds old versions of the records but if we mention that in SOQL query salesforce will automatically convert those records into ids.

   */

   List childLst = [select id, Parent_Object__c from ChildObject__c where Parent_Object__c in: trigger.old];  

   delete childLst;

  }

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