#salesforce tutorials

How to Integrate Salesforce with Xero

Hi #Trailblazers, Welcome to my blog. In this blog post, we will learn how to integrate Salesforce with Xero. Whenever we talk about integration, the very important thing is how securely connect to the third party system and then make the communication secure. You can use below link to know all about Xero Authentication. Note: – Xero Uses OAuth 2.0 and OAuth 1.0 for authentication and we will…

[Blogged] - Sharing Rules in Salesforce via @sfdc_panther Link - @Salesforce @Trailhead @ApexHours @SalesforceDevs #Salesforce #Trailhead #SFDCPanther #AskPanther

Hi #Ohana, In this post, We will learn all about Sharing Rules. Sharing Rules are used to open up the access to Salesforce Record on top of OWD and Role Hierarchy.Sharing rules only work if the OWD for the record is either Private or Public Read Only for any ( Default Internal or Default External ).When Sharing Rule is executed and open up the access to any record. Behind the scene, salesforce…

Blogged:- Setup Entitlement & Milestone in @Salesforce via @sfdc_panther Blog:- Video:- https://youtu.be/gBmcjdkDjNA @SalesforceDevs @amit_sfdc @trailhead #SfdcPanther #Salesforce #AskPanther

In this blog post, We are going to learn how to Setup Entitlement & Milestone in Salesforce.

Entitlements are units of customer support in Salesforce, such as “phone support” or “web support.” They’re typically used to represent terms in service agreements. Learn More here

@Copyright to Salesforce Help

Milestones are added to entitlement processes to ensure that agents resolve support…

A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted. The function Apex triggers avail you the freedom to perform custom actions before making changes to Salesforce records, like insertions, updates, or deletions.

What is Trigger? Trigger are custom codes that fires when a record is created, updated and deleted.

Types of Trigger Apex(Before) Trigger Apex(After) Trigger

A trigger is the Apex code that executes before or after the subsequent kinds of operations:

Insert Update Merge Upsert Undelete Delete

Implementing the Triggers in Salesforce

Upsert triggers fire each before and once insert or before and after update triggers as applicable. Merge triggers fire each before and after delete for the losing records, and both before and after update triggers for the winning record. Triggers that execute once a record has been undeleted only work with specific objects. Field history not records till the top of a trigger.

Conclusion: Triggers in Salesforce Hence, in this Salesforce Triggers tutorial, we learned what is triggers in Salesforce. Moreover, we discussed types of triggers. Also, we saw Trigger Context and how to implement triggers in salesforce. Still, if you have any query, feel free to ask and connect with us.

What is a Trigger?

Trigger are custom codes that fire when a record is created, updated and deleted.

Types of Trigger

Apex(Before) Trigger

Apex(After) Trigger

A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted. The function Apex triggers avail you the freedom to perform custom actions before making changes to Salesforce records, like insertions, updates, or deletions.

A trigger is the Apex code that executes before or after the subsequent kinds of operations:

Insert

Update

Merge

Upsert

Undelete

Delete

Implementing the Triggers in Salesforce

Upsert triggers fire each before and once insert or before and after update triggers as applicable.

Merge triggers fire each before and after delete for the losing records, and both before and after update triggers for the winning record.

Triggers that execute once a record has been undeleted only work with specific objects.

Field history not records till the top of a trigger.

Conclusion: Triggers in Salesforce

Hence, in this Salesforce Triggers tutorial, we learned what is triggers in Salesforce. Moreover, we discussed types of triggers. Also, we saw Trigger Context and how to implement triggers in salesforce. Still, if you have any query, feel free to ask and connect with us.

What is a Trigger?

Trigger are custom codes that fire when a record is created, updated and deleted.

Types of Trigger

Apex(Before) Trigger

Apex(After) Trigger

The trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted. The function Apex triggers avail you the freedom to perform custom actions before making changes to Salesforce records, like insertions, updates, or deletions.

Conclusion: Triggers in Salesforce

Hence, in this Salesforce Triggers tutorial, we learned what is triggers in Salesforce. Moreover, we discussed types of triggers. Also, we saw Trigger Context and how to implement triggers in salesforce. Still, if you have any query, feel free to ask and connect with us.

Introduction to Salesforce Let’s start off with this Salesforce tutorial with a brief introduction which will help you learn Salesforce in a better way. As customers have become the pivot around which the growth of a company revolves, it has become extremely important for companies to deploy apt CRM software solutions. However, customer requirements being diverse, most companies do not find a suitable CRM solution that best fits their needs. In this situation, Salesforce has emerged as a market leader. With flexibility and reliability as its primary features, Salesforce is most likely to continue dominating the market place in the years ahead.

Before moving forward in this Salesforce tutorial, watch this video on ‘Salesforce Tutorial for Beginners’:

If you’re a developer, you know the pain of following so many code components to create an application. Well, Salesforce comes to your rescue here! In this Salesforce Developer tutorial, you’ll learn Salesforce so as to make your understanding perfect! With Salesforce, you can create applications in just a few days or a few weeks and make them visible to as many clients as you want with the customizations provided. Isn’t it amazing? By the end of this Salesforce Developer tutorial, you’ll start to love everything about Salesforce.

Here are the topics that will be discussed in this tutorial:

Cloud Computing Infrastructure as a Service Platform as a Service Software as a Service Difference Between the Services and Components Managed by IaaS, PaaS, and SaaS Why learn Salesforce? Traditional CRM vs Salesforce CRM Problems with Traditional Software Methodology or Legacy Platforms Why is Salesforce gaining popularity? So, read on!

But the question here is how does Salesforce work to provide its customers with a platform like this? Well, Salesforce works on the cloud. It is basically a cloud-based platform which provides tools to its clients for building an application or provides a platform to its clients wherein businesses can use its products.

Before we get deeper into Salesforce, let’s first see what Cloud Computing is.

Cloud Computing So, what is Cloud Computing? Cloud Computing is basically referred to as Internet-based computing which involves shared resources, information, and software which has been provided by computers and mobiles.

In other words, a cloud is a unique place where you can store as much data you want to make it accessible from anywhere in the world with just an internet connection and a device to access it. Instead of storing the data on your device, uploading it onto the cloud and then viewing it from some other place, is called accessing the cloud.

Talking about the types of Cloud Computing platforms, there are three types of cloud services available:

Infrastructure as a Service (IaaS) Software as a Service (SaaS) Platform as a Service (PaaS) Services in Cloud Computing Infrastructure as a Service When a cloud service provider uses Infrastructure as a Service or (IaaS), they mostly concentrate on infrastructural services such as a server, hosting, storage services, etc.

Salesforce doesn’t use Infrastructure as a Service as there is no need for installing any software or hardware program. Instead, all the apps and data are stored securely onto the cloud. You also don’t need to take any back up as the cloud takes care of it automatically.

Platform as a Service Platform as a Service provides a platform for its customers to develop and deploy apps. You can customize this according to your business needs. Users need to just manage their data and application resources. PaaS is basically used by developers. The provider basically takes care of the underlying infrastructural parts and you are given predefined tools using which you can build your own application.

Watch this Salesforce Tutorial for more insights: https://intellipaat.com/blog/tutorial/salesforce-tutorial/

Software as a Service Software as a Service or SaaS is a software delivery model in which the software is licensed on a subscription basis and is hosted centrally.

Salesforce uses Software as a Service as there is no need for installation, downloads or setups, you just need to login to your Salesforce account and start using your subscribed apps over the cloud. It is way more convenient for you isn’t it?

Difference Between the Services and Components Managed by IaaS, PaaS, and SaaS Difference between SaaS, IaaS, PaaS Salesforce uses PaaS (Platform as a Service) and SaaS (Software as a Service). Let’s now see why should we learn Salesforce.

Why learn Salesforce? This Salesforce tutorial begins with a discussion on why you need to learn Salesforce. Basically, Salesforce started off as a Software-as-a-Service (SaaS) company providing the Customer Relationship Management (CRM) platform on the Cloud.

Along with SaaS, now, it also provides the Salesforce platform to its clients wherein you can create your own application called Platform-as-a-Service (PaaS). Though Salesforce earns the most by PaaS, SaaS is also used by many Fortune 500 companies.

Crack Salesforce job interviews with Intellipaat’s Top Salesforce Interview Questions: https://intellipaat.com/blog/interview-question/salesforce-interview-questions/

Traditional CRM vs Salesforce CRM CRM is considered to be the most efficient technique to create relationships among customers. It can be used to target contacts, leads, and opportunities. You can also use the CRM software for dealing with tracking, product planning, manufacturing, and shipping.

Traditional CRM Salesforce CRM Hosted on a company’s own server Hosted on the Cloud Difficult to understand and use Easy to understand and use Takes months or even years to set up Can be set up in a few days or weeks Requires overall higher cost Requires overall lower cost

Problems with Traditional Software Methodology (Legacy Platforms) In the traditional software methodology, to create an application, developers had to follow these steps: Formation of an idea for building an application Buying and setting up hardware Installing software Defining users and providing them with different accesses Setting up means for reporting and analytics Building security around the application Making it mobile phone accessible and social A usable application is created! Although, the whole process is tedious and time-consuming. It generally takes 6–12 months of time. Problems with Traditional Software Methodology or Legacy Platforms To solve this problem, Salesforce came into the picture and became popular. With Salesforce, the developer isn’t worried about buying and setting up the hardware, installing the software, defining users, setting up means for reporting and analytics, building security around the application, and making it mobile phone accessible and social. As with Salesforce, all of these code components come as a single package. Problems with Traditional Software Developers can go ahead and create an application and release it to their clients. As they don’t need to worry about any of the core components, Salesforce has gradually increased their productivity. Now, they can straightaway build the application on the platform provided to them by Salesforce and release it onto the Cloud.

Why is Salesforce gaining popularity? It is quite evident from the graph how Salesforce has topped the Magic Quadrant leaving behind Microsoft and Oracle.

Though the cost is more, Salesforce provides the best user-friendly interface as compared to any other CRM software. Salesforce is the number one CRM tool being used around the world. It offers an entire range of applications that can be very useful in lead generation and improving sales and deal closure. Along with that it also helps in the marketing domain, customer service, analytics, and many other applications.

Reasons why Salesforce is gaining so much popularity: Scalability and customization Multi-tenant architecture Partner ecosystem Data security Continuous enhancing of the application and platform