1. Introduction to Salesforce
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Definition: Salesforce is the #1 Cloud-based CRM (Customer Relationship Management) platform that helps businesses manage relationships with customers, automate business processes, and analyze performance.
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Founded: 1999 by Marc Benioff.
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Type: SaaS (Software as a Service).
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Tagline: "No Software" – because everything runs on the cloud, without local installations.
2. Why Salesforce?
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Traditional CRMs were expensive and required servers, installations, and IT staff.
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Salesforce revolutionized CRM by moving everything to the cloud.
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Benefits:
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🚀 Faster implementation
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☁️ Cloud-based (accessible anywhere)
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🔄 Customizable without coding (point-and-click tools)
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🤝 Strong ecosystem & AppExchange (marketplace like Google Play for Salesforce apps)
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🔐 Security & scalability
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3. Salesforce Products & Cloud Offerings
Salesforce is not just CRM; it has multiple clouds (modules) for different business needs:
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Sales Cloud – Manage sales, leads, opportunities, and forecasting.
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Service Cloud – Customer support, case management, chatbots, and call center integration.
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Marketing Cloud – Marketing automation, personalized campaigns, email, and analytics.
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Commerce Cloud – E-commerce solutions (B2C/B2B).
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Community/Experience Cloud – Build customer/partner portals & forums.
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Analytics Cloud (Tableau CRM) – Business intelligence and reporting.
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Health Cloud, Financial Services Cloud, Non-Profit Cloud – Industry-specific solutions.
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MuleSoft – Integration platform for APIs.
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Slack (acquired) – Collaboration integrated with CRM.
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Einstein AI – AI layer for predictions, automation, and insights.
4. Salesforce Architecture
Salesforce is built on a multi-tenant cloud architecture:
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Multi-tenant → Many organizations share the same infrastructure but have secure, isolated data.
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Metadata-driven → Apps are defined by metadata (fields, workflows, objects).
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APIs everywhere → Salesforce provides REST/SOAP APIs for integration.
Key Layers:
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Database Layer (stores data in objects = tables).
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Application Layer (business logic, automation, workflows).
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User Interface Layer (Lightning Experience, Mobile App, APIs).
5. Core Salesforce Concepts
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Objects → Like tables in a database (e.g., Accounts, Contacts, Opportunities).
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Records → Rows in a table (e.g., Customer XYZ in Account object).
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Fields → Columns in a table (e.g., Name, Email).
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Relationships → Lookup & Master-Detail between objects.
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Apps → Group of tabs, objects, dashboards for a business purpose.
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Profiles & Roles → Security & access control.
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Lightning Experience → Modern Salesforce UI.
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Reports & Dashboards → Analytics and visualization.
6. Customization vs Configuration
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Configuration (No Code / Point & Click):
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Creating objects, fields, validation rules.
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Workflow rules, approval processes.
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Page layouts, Lightning App Builder.
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Customization (Code):
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Apex (Java-like programming language of Salesforce).
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Visualforce (older UI framework).
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Lightning Web Components (LWC) (modern JavaScript-based framework).
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API integrations.
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7. Salesforce Ecosystem
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AppExchange → Marketplace with 5000+ apps.
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Trailhead → Free Salesforce learning platform (gamified learning).
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Certifications:
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Admin (entry-level)
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Platform Developer
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Consultant
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Architect
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Community → Strong network of developers, admins, and consultants.
8. Automation in Salesforce
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Workflow Rules – Simple automations (being replaced by Flow).
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Process Builder – Advanced automations (also being phased out).
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Flows – Powerful automation tool (low-code).
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Apex Triggers – Code-based automation.
9. Integration Capabilities
Salesforce can connect with external systems using:
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REST / SOAP APIs
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Bulk API (for large data loads)
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Streaming API (real-time updates)
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MuleSoft (integration hub)
10. Salesforce AI (Einstein)
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Predictive analytics (lead scoring, opportunity scoring).
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Chatbots (Einstein Bots).
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AI-driven recommendations.
11. Careers in Salesforce
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Salesforce Administrator – Configures and manages Salesforce.
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Salesforce Developer – Builds custom solutions using Apex & LWC.
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Salesforce Consultant – Works with clients to implement Salesforce solutions.
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Salesforce Architect – Designs enterprise-level solutions.
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Average Salary in India:
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Fresher Admin: ₹4–6 LPA
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Developer: ₹6–12 LPA
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Architect: ₹25+ LPA
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12. Future of Salesforce
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Salesforce is growing rapidly with AI + Data + CRM.
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Demand is strong worldwide (millions of jobs expected by 2030).
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With integration of Slack + MuleSoft + Tableau + AI, Salesforce is positioning itself as a complete business platform
1. Who is a Salesforce Developer?
A Salesforce Developer is someone who customizes and extends Salesforce beyond standard (point-and-click) capabilities.
They use Apex (backend language), Lightning Web Components (frontend framework), and Salesforce APIs to build tailored business solutions.
Think of them as the engineers who take Salesforce CRM and custom-build apps, automations, and integrations for a company.
2. Core Responsibilities
A Salesforce Developer usually does:
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Customization: Create custom objects, fields, triggers, and classes.
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Automation: Write business logic using Apex triggers, batch jobs, schedulers.
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UI Development: Build custom pages using Lightning Web Components (LWC) or older Visualforce.
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Integration: Connect Salesforce with external apps (payment gateways, ERP, third-party APIs).
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Data Management: Write queries using SOQL (Salesforce Object Query Language) and SOSL (Search Object Query Language).
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Testing: Write unit tests (mandatory – minimum 75% coverage required in Salesforce).
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Deployment: Use tools like Change Sets, Salesforce CLI (SFDX), and CI/CD pipelines.
3. Salesforce Developer Skills
To become a Salesforce Developer, you need skills in 3 areas:
A. Salesforce Platform Basics
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Understanding of Objects, Fields, Relationships.
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Security model (Profiles, Roles, Permission Sets).
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Flows, Process Builder, and automation basics.
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Reports, Dashboards, AppExchange.
B. Programming Skills
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Apex → Salesforce’s Java-like programming language.
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Triggers (event-driven logic).
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Classes, Interfaces, Async Apex (Future, Batch, Queueable, Schedulable).
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SOQL & SOSL → Querying data in Salesforce.
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LWC (Lightning Web Components) → Modern frontend (uses JavaScript, HTML, CSS).
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Visualforce (legacy UI framework, still used in older projects).
C. Integration & Tools
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Salesforce REST & SOAP APIs.
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Authentication (OAuth, Connected Apps).
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Middleware (MuleSoft, Dell Boomi, Informatica).
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Salesforce CLI (SFDX) & Git for version control.
4. Salesforce Developer Tech Stack
A Salesforce Developer typically works with:
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Backend: Apex, SOQL, SOSL
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Frontend: LWC (JS, HTML, CSS), Aura (older), Visualforce
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Database: Salesforce Object Database (multi-tenant cloud DB)
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APIs: REST API, SOAP API, Bulk API, Streaming API
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Tools:
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Salesforce CLI (SFDX)
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VS Code with Salesforce extensions
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Git / Bitbucket for version control
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Deployment tools (Change Sets, Copado, Gearset, Jenkins, GitHub Actions for CI/CD)
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5. Salesforce Developer Lifecycle
A. Development Environment
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Sandbox (Developer, Partial, Full Copy) – safe testing environment.
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Developer Console, VS Code, Salesforce CLI.
B. Development Process
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Requirement Gathering – Understand client needs.
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Design – Decide point-and-click vs code solution.
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Build – Write Apex, LWC, Flows.
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Testing – Unit tests, UAT in sandbox.
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Deployment – Move to production via Change Sets/SFDX.
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Maintenance – Bug fixes, enhancements.
6. Types of Salesforce Developers
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Admin-Centric Developer – Works mostly with low-code + light Apex.
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Full-Stack Salesforce Developer – Apex + LWC + Integrations.
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Integration Developer – Specialist in APIs, MuleSoft, external system integrations.
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Architect Path Developer – Moves towards designing large-scale enterprise solutions.
7. Salesforce Developer Certifications
Certifications validate your skills and boost career opportunities:
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Platform Developer I → Entry-level (Apex, SOQL, triggers, LWC basics).
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Platform Developer II → Advanced coding, design patterns, best practices.
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JavaScript Developer I → For Lightning Web Components (JS heavy).
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Integration Architect → For API-heavy developers.
8. Career Path & Salaries (India 2025)
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Fresher (0–1 yr) → ₹4–6 LPA (as Salesforce Developer Trainee).
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Intermediate (2–5 yrs) → ₹8–15 LPA.
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Senior Developer / Technical Lead (6–10 yrs) → ₹18–28 LPA.
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Salesforce Architect (10+ yrs) → ₹30–50+ LPA.
Worldwide demand is high because every Fortune 500 company uses Salesforce in some form.
9. Advantages of Becoming a Salesforce Developer
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💼 High demand across industries (Banking, Healthcare, Retail, IT, Non-Profit).
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📈 Fast career growth (Admin → Developer → Architect).
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🌎 Global career opportunities (US, UK, Canada, Europe).
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💵 High salaries compared to traditional IT roles.
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⚡ Cutting-edge ecosystem (AI, Data, Slack, MuleSoft).
10. Salesforce Developer Learning Roadmap
Step 1: Fundamentals
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Learn Salesforce basics (Trailhead, Admin course).
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Understand objects, fields, security model.
Step 2: Programming
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Learn Apex (syntax, triggers, classes).
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Learn SOQL & SOSL.
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Build automation projects.
Step 3: Frontend
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Learn Lightning Web Components (LWC).
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Get strong in JavaScript + HTML + CSS.
Step 4: Integrations
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Learn REST API, SOAP API.
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Hands-on with Postman, Salesforce CLI.
Step 5: Advanced Topics
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Async Apex (Batch, Queueable).
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Test classes (mandatory in Salesforce).
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CI/CD with Salesforce CLI + Git.
Step 6: Projects & Certification
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Build 2–3 real-world projects (Sales app, Service app, E-commerce).
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Go for Platform Developer I certification.
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