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Standup an ORG in 1 hour flat !!

Standup an ORG in 1 hour flat !!. Dallas Salesforce Developer User Group. Presented by: Lori F. Gordon October 23, 2013 lori@lorishill.com 469-585-6090. Agenda. Basics of a Salesforce Org Salesforce Standard Objects What “comes” with them? Lets see and build our App.

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Standup an ORG in 1 hour flat !!

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  1. Standup an ORG in 1 hour flat !! Dallas Salesforce Developer User Group Presented by: Lori F. Gordon October 23, 2013 lori@lorishill.com 469-585-6090

  2. 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

  3. Terminology

  4. Account Lead Contact Info Convert Contact Company Info Opportunity Lead and its Conversion

  5. Account • An Account is associated to Many Contacts • An Account can be associated to Many Opportunities 1 1 8 8 Contact Opportunity 8 8 • 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 Salesforce.com Entity Relationships

  6. An Account is associated to Many Opportunities An Account is associated to Many Contacts A Contact can be associated to Many Opportunities An Opportunity can be associated to Many Contacts An Opportunity is directly associated to One Account A Contact is directly associated to One Account Salesforce.com Entity Relationships

  7. Lets get Started

  8. “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)

  9. “Get” an Org • Anyone can get a free Developer Org by signing up for one at: developer.force.com 9

  10. First things First 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

  11. 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

  12. First things First (Cont’d) 12 Make it your own – Add your customfields • Setup/Customize/Accounts/Fields • New Custom field • Text • Access and Page Layout wizard. Make it your own – Change your page layout • Setup/Customize/Accounts/Page Layouts • Add, remove, re-organize fields and sections on the page

  13. 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

  14. Lead Management

  15. 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

  16. 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

  17. Lets Create some Custom objects 17 In the RRR Sandbox Org (configured for Nonprofit), create a “Session Object” as follows: - (Lori note: demo Personal/RRR)

  18. 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)

  19. Questions ?

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