1️⃣ What is Salesforce? Explain APP , Objects, Field and Relationship

 1️⃣ What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform.

It helps organizations to manage:

• Sales

• Customer Service

• Marketing

• Healthcare

• Business Processes

⭐ Key Points

• Cloud-based → No software installation needed

• Accessible from anywhere using the internet

• Secure and scalable

Salesforce allows users to:

• Store and manage customer data

• Automate business workflows

• Build custom applications

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2️⃣ What is CRM?

CRM (Customer Relationship Management) is a system used to:

• Track customer interactions

• Improve customer relationships

• Increase sales and customer satisfaction

Salesforce is the world’s leading CRM platform.

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3️⃣ What is an App in Salesforce?

An App (Application) is a collection of related Salesforce components designed to support a specific business function.

An App contains:

• Objects

• Tabs

• Fields

• Reports

• Dashboards

• Automation

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4️⃣ Types of Apps in Salesforce

🔹 1) Standard App

• Pre-built by Salesforce

• Ready to use

• Minimal configuration required

Examples:

• Sales App

• Service App

• Marketing App

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🔹 2) Custom App

• Created by Salesforce Admins or Developers

• Designed as per business needs

• Fully customizable

Custom Apps can include:

• Custom Objects

• Custom Tabs

• Custom Automation

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5️⃣ Salesforce Development Approaches

Salesforce provides two development approaches:

🔹 A) Admin (Declarative Development)

• No coding required

• Uses point-and-click tools

Admin can create:

• Apps

• Objects

• Fields

• Validation Rules

• Workflows & Flows

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🔹 B) Developer (Programmatic Development)

Used when complex logic or UI is required:

• Apex – Backend programming language

• Lightning Web Components (LWC) – Frontend UI

• Triggers – Execute logic on data events

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🔹 Salesforce Integration

Salesforce provides APIs to integrate with:

• Angular

• React

• Mobile Apps

• External Systems

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6️⃣ What is an Object in Salesforce?

An Object is used to store data in Salesforce.

📌 Object = Database Table

An Object consists of:

• Fields (Columns)

• Records (Rows)

Objects:

• Provide a user interface

• Support CRUD operations:

  • Create

  • Read

  • Update

  • Delete

• Are displayed as Tabs in the Salesforce UI

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7️⃣ Types of Objects in Salesforce

🔹 1) Standard Object

• Provided by Salesforce

• Core CRM objects

• Can be customized (fields, layouts, automation)

• Cannot be deleted

Examples:

• Account

• Contact

• Lead

• Opportunity

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🔹 2) Custom Object

• Created by Admins or Developers

• Stores custom business data

• Fully customizable

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🔹 3) External Object

• Used to access data stored outside Salesforce

• Data is accessed using Salesforce Connect & APIs

• Data is not physically stored in Salesforce

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🔹 4) Big Object

• Used to store very large volumes of data

• Optimized for performance

• Supports limited operations

• Common use cases:

  • Big Data storage

  • Platform Events

  • Historical Data

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8️⃣ What is a Field in Salesforce?

A Field stores individual data values inside an object.

📌 Field = Database Column

Example:

• Name

• Email

• Phone

• Amount

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9️⃣ What is a Data Type in Salesforce?

A Data Type defines:

• Type of data a field can store

• Data format and length

• Validation rules

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🔟 Common Salesforce Data Types

🔹 Text-Based

• Text

• Long Text Area

• Rich Text Area

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🔹 Numeric

• Number

• Currency

• Percent

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🔹 Selection-Based

• Picklist

• Multi-Select Picklist

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🔹 Date & Time

• Date

• Date/Time

• Time

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🔹 Other Data Types

• Checkbox

• Email

• Phone

• URL

• Geolocation

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🔹 Relationship Data Types

Used to link two objects:

• Lookup Relationship

• Master-Detail Relationship

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1️⃣1️⃣ What is a Record?

A Record is a single row of data in an object.

📌 Record = Database Row

Example:

• One customer record

• One product record

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1️⃣2️⃣ Salesforce Security Basics (Extra Content)

Salesforce provides multiple security levels:

1. Organization Level

2. Object Level (Profiles & Permission Sets)

3. Field Level Security

4. Record Level Security (Role Hierarchy, Sharing Rules)

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1️⃣3️⃣ Automation Tools in Salesforce (Extra Content)

Salesforce provides automation tools to reduce manual work:

• Workflow Rules

• Process Builder (Legacy)

• Flow (Recommended)

• Apex Triggers