Salesforce Developer Tutorial : Platform Development Basics
1. Introduction
Salesforce provides it's services as different clouds like
- Sales Cloud for CRM
- Service Cloud for Customer Support'
- Marketing Cloud , Commerce Cloud and more..
All these clouds are backed by powerful salesforce platform.
Salesforce is Popular ,because it provides all basic features required for business but also supports customers to modify it according to their business requirements.
2. Walkthrough:
Now lets go through Salesforce application and look into its features.
If you are new to salesforce you can sign up for developer edition from here
Lets login to salesforce , and look into different things.
Once you log in to slaesforce , In Home screen you can see
Once you log in to slaesforce , In Home screen you can see
1. App Launcher (Shows selected application , Can switch between applications)
2. Tabs (Helps in navigation through different objects list views and other pages)
3. Setup (Used mostly by salesforce developer to add/ modify functionalities)
And we see different list views , charts , reports, forms that are by salesforce by default.
3. Objects
Salesforce organizes all its data in objects. Each objects consists of differrent fields as per requirement.
Lets look into an object (Contact)
1. Click on Contacts Tab, You are provided with default list view (Recent Contacts), change it to all contacts.
1. Click on Contacts Tab, You are provided with default list view (Recent Contacts), change it to all contacts.
You are presented with list view of contact, which shows some contacts.
Now all records you see here are ,stored as objects in backend, and the columns like name are stored as Fields.
Salesforce also provides some default actions like creating, editing ,deletion, import on objects.
- Adding a field to object
Now if you want to capture more deltails like contact nick name , its very simple you can go to object and add a field that captures nick name.
1. Click on setup (gear icon)
2. Select Object Manager Tab
3.Click on contact > Fields and relation ship
4. Now you have to select data type as per your req. (Here we need text field) > click next
5. Now you are presented with required fields Label , name, length fill those and click next
6. Ignore next screens for now, by clicking next and finish your new field is ready to use.