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Introduction to MIS and Salesforce Overview

This chapter provides an overview of databases, Microsoft Access, Salesforce platform, and commercial database systems. Learn about database concepts, relational database design, Salesforce terminology, and data management. Explore Salesforce features like objects, list views, and automation. Discover the power of databases and Salesforce in application development and information management.

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Introduction to MIS and Salesforce Overview

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  1. Intro to MIS - MGS351 Overview of Databases and Salesforce Chapter 1

  2. Chapter Overview • Introduction • Database Concepts • Microsoft Access • Tables, Queries, Forms, Reports, Macros and Modules • Salesforce • Org, Apps, Objects, List Views, Page Layouts, Reports and Automation • Relational Databases

  3. We Remember…. • 10% of what we read • 20% of what we hear • 30% of what we see and hear • 50% of what we see someone do while explaining it • 90% of what we do ourselves

  4. Learning Objectives • General Database Concepts • Salesforce Platform • Application Development • Relational Database Design

  5. Database Concepts • Data versus Information • Database hierarchy • Database (DBMS) • Table • Records (Rows) • Fields (Columns)

  6. Microsoft Access Database Example

  7. Microsoft Access Terminology • Tables - store data • Queries - filter / manipulate data • Forms - data entry and review data • Reports - formatted output • Macros - small automated tasks • Modules (VBA) - coding advanced features

  8. Commercial Database Systems • Oracle • Ingres • PostgreSQL • Informix • IBM DB2 • MongoDB • Microsoft SQL Server • MySQL • MariaDB

  9. Salesforce • Salesforce is a cloud-based (SaaS and PaaS) customer relationship management (CRM) platform designed to help you sell, service, market, analyze, connect with customers, and more. • Customizable through clicks, not code!

  10. Without CRM

  11. With CRM

  12. Salesforce Example Access via login.salesforce.com or through Trailhead

  13. Access App Launcher & Setup Menu Standard Sales App Navigation App Launcher for users Setup Menu for setting things up behind the scenes

  14. Salesforce App Launcher

  15. Salesforce Setup Menu

  16. Salesforce Terminology • Org • App - Standard and Custom • Objects (tables) • Standard Objects - Contacts, Leads Opportunities, Accounts and many more • Custom Objects

  17. Salesforce Objects (Tables)

  18. Objects (Tables) • Store the data in a database – similar to a spreadsheet, but more organized. Contains records (rows) and fields (columns). • Object Manager configures fields • Data type, field label, length, field name, description, help text, validation rule, required, unique, default value, etc.

  19. Salesforce Terminology • List Views - return filtered results • Page Layouts - data entry and review data • Reports and Dashboards • Automation • Workflow and Process Builder

  20. List Views • Allow you to ask questions (queries) about data in the database to extract information. • When have customers placed orders? • What products in inventory haven’t sold well? • Who is the most productive employee?

  21. Page Layouts • Page Layouts are used for entering data, displaying data or for presenting information in a logical manner.

  22. Reports and Dashboards • Used to format, summarize and present the data in a professional, logical and useful manner. • Dashboards are single reports containing many reports. • Reports (output) in a system dictate what data must be stored in the database.

  23. Automation: Workflow / Process Builder • Automation that can perform advanced operations, making Salesforce more powerful and user-friendly. • Often used to automate actions within Salesforce.

  24. Evolution of Databases

  25. Relational Databases • The real power of a database is derived from multiple tables (objects) and the relationships between those tables (objects).

  26. Salesforce Schema Builder

  27. Quick Review Which represents the hierarchy of terms from smallest to largest? a. Database, table, record, field b. Field, record, table, database c. Record, field, table, database d. Field, record, database, table

  28. Quick Review A _______ _______ provides a convenient and attractive way to enter and display the data in an object.

  29. Homework 1 | 3300 Trailhead Points Homework 1 Trailmix Trailhead Basics Salesforce User Basics Trailhead Playground Management Data Modeling Build a Data Model for a Recruiting App

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