Standup an ORG in 1 hour flat !!

Dallas Salesforce Developer User Group

Presented by:Lori F. GordonOctober 23, 2013

lori@lorishill.com469-585-6090

Agenda

Basics of a Salesforce Org Salesforce Standard Objects

What “comes” with them? Lets see and build our App.

Salesforce Custom Objects What can you do with them? Lets build a couple

2

Terminology

OrgYour Salesforce environment. Can be Production, Sandbox, Dev and others (Nonprofits are different).

LeadsSuspect / Prospect information which needs to be qualified.

AccountAn organization, individual, or institution that you wish to “track” in a business relationship

ContactAny individual or influencer associated with an account or opportunity

Opportunity A potential revenue-generating event (deal)

Campaign A Marketing Initiative that you wish to track. 3

Lead and its Conversion

CompanyInfo

ContactInfo Convert

Lead

Opportunity

Contact

Account

4

Salesforce.com Entity Relationships

Account

OpportunityContact

1188

88

• A Contact is directly associated to One Account• A Contact can be associated to Many Opportunities

• An Opportunity is directly associated to One Account• An Opportunity can be associated to Many Contacts

• An Account is associated to Many Contacts• An Account can be associated to Many Opportunities

5

Salesforce.com Entity Relationships

An Opportunity can be associated to Many Contacts

An Account is associated to Many

Opportunities

A Contact can be associated to Many

Opportunities

An Account is associated to

Many Contacts

An Opportunity is directly associated to

One Account

A Contact is directly associated

to One Account

6

Lets get Started

“Get” an Org

An organization can get a Salesforce “org” by:

Signing up for a 30 day trial and getting started

Contacting Salesforce for a Sales rep and purchase the necessary Salesforce package(s)

8

“Get” an Org

Anyone can get a free Developer Org by signing up for one at: developer.force.com

9

First things First 10

Make it your own – Company info (Setup/Administration Setup/Company Profile/ Company Information) - (Lori note: demo Personal/TCEC)

Company Address, phone, time zone, default notifications for new users

First things First (Cont’d) 11

Make it your own – Company logo (20K size limit) and Company “App”

Upload a logo into a folder in your Documents tab

Check: Externally Available Image

Create a Custom App (Standard ones don’t allow logo changes)

Setup/Create/Apps/New

Give it a name (My Favorite Stuff)

Insert a logo Image (from your Documents folder)

Select the Tabs (objects) you want to include

Select the profiles you want to have access

Save

Reorder and put yours on top

First things First (Cont’d) 12

Make it your own – Change your page layout

Setup/Customize/Accounts/Fields

New Custom field

Text

Access and Page Layout wizard.

Make it your own – Add your custom fields

Setup/Customize/Accounts/Page Layouts

Add, remove, re-organize fields and sections on the page

Why Use Standard vs. Custom?

Many built-in, object-specific features: Built-in ‘Best Practices” Web-to-Lead, Email-to-Case, Web-to-Case Auto-response rules Assignment rules - who gets this Lead/Case based on key fields Lead/Sales/Support/Solution/Approval Processes Activities (Events, Tasks) Lead Conversion process Opportunity Stages/Probabilities/Forecasting Standard Reports & Dashboards Thousands of AppExchange add-ons Automatic mobile access

13

Lead Management

Lead Standard Fields

Lead Owner Prefix First Name Last Name Title Lead Source Address (Mailing Address) Phone Mobile Fax Email

Website Lead Status Rating Email Opt Out (check) Do Not Call (check) Description Campaigns* Company (Account Name) No. of Employees Industry Annual Revenue

Bold = Required Underline = Picklist

15

Why Use Custom?

To extend standard functionality Add objects that may or may not be associated with

standard ones Use Visual Force and other tools to change the

User Interface to anything you want Write logic and buttons do to additional processing Integrate with other systems The sky is the limit…..

16

Lets Create some Custom objects17

Field Type Categories for Type

Reader Text (Pulled from Contacts)

Booth ID Picklist

DoubleWideRedOrangeMangoYellowLimeBlueberryPlumNew Booth 1New Booth 2New Booth 3Recording at Home

Date Date mm/dd/yyyy

Start Time Time

End Time Time

Segment ID Text(Pulled from Segment)

Comments Text area

Segment Complete Checkbox Yes/No

In the RRR Sandbox Org (configured for Nonprofit), create a “Session Object” as follows: - (Lori note: demo Personal/RRR)

Lets Create some Custom objects (Cont’d)18

In the RRR Sandbox Org create a “Contact/Project junction object.”

A Junction object is needed to create a many to many relationship between two objects.

Contacts can work on many Projects

Projects can have several Contacts working on one.

(Navaid will walk us through the details here)

Questions ?