Salesforce Tab

Tabs:

Tab is a User interface to create records for object and to view the records in objects.

In salesforce we four types of tabs

1. Custom object Tab

2. Web Tab

3. Visualforce Tab

4.  Lightning Page Tabs

Path to create Custom tabs.

Setup -> Build -> Create -> Tab -> click on New tab and enter the details to complete the tab creation process.

Feature of Custom Object Tab?

They look and behave like standard salesforce.com tabs such as accounts, contacts, and opportunities. Custom object tabs include the following features: A home page listing key records Customizable list views Detail and edit pages for maintaining custom data A link on the task bar for creating new records If you want to create a custom object tab, select an existing custom object or create a new one. The tab label, fields, and page layout are all part of the custom object definition. User can also create their own tab style

Salesforce Objects

Salesforce Objects

Objects are database tables that allows us to store data specific to organization in salesforce.

There are two type of objects in salesforce. They are.

1. Standard Objects : The objects provided by salesforce.com is called standard objects. examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns,cases, users, contracts,Report and dashboards etc…

Standard objects in Salesforce

Salesforce has a set of standard objects. A very highlevel overview of these objects is included below.

Object	Description
1.      Account	Individuals or companies involved in business relationship. These could be customers, partners or competitors.
2.      Contact	Individuals within an account
3.      Opportunity	Potential revenue generating activity or event
4.      Case	Description of the problem that a customer may have raised
5.      Solution	Description of an issue and its resolution. Solution knowledge base refers to collection of all solutions in an organization.
6.      Forecast	Estimated quarterly revenue of an organization
7.      Document	These are stored in folders. Folders determine access to the documents.
8.      Report	Analysis of data stored in standard or custom objects
9.      Dashboart	Groups of charts or graphical data generated from reports
10.  Activity	These include tasks and calendar events
11.  Product	Items that are sold to the customer
12.  Campaign	Marketing projects
13.  Lead	Companies that may be interested in the product.

2. Custom Object: The objects created by us are called custom objects. Custom objects store information that is unique and important to your organization. Custom objects are the heart of any application. Custom objects provide a structure for sharing data.

Custom objects have properties such as

Standard Fields[4] | Custom Fields & Relationships[0] | Validation Rules[0] | Page Layouts[1] | Field Sets[0] | Compact Layouts[1] |Search Layouts[4] | Buttons, Links, and Actions[8] | Apex Sharing Reasons[0] | Apex Sharing Recalculation[0] | Object Limits[10]

Creating Salesforce Custom Object

To create custom object go to Setup -> Build-> Create -> Objects ->Click on new custom object  button and enter label name, plural label and object name.

And also enter Record Name according to the data type.

There are two data types available to create record name, those are

1. TEXT

2. Auto Number.

And also we have following optional features while creating object.

Allow reports: If we check this check box then only these objects are available to create reports.

Allow Activities: If we check this chis check box then we are able to create activities on this object.

Track Field History: If we check this check box then only we are to track fields. We can track up to 20 fields for single object.

And also we following deployment Status

In development: If we check this check box, this object is still in development mode. This object is not available for deployments.

Deployed: After selecting this check box then only it will be available for deployment.

The following options are available only when creating custom object first time.

Add notes and attachments related list

Launch new custom tab wizard after saving this custom object

After completing all the details click on save.

If we does not select “Launch new custom tab wizard” from object creation page, the object will save with out tab appearance. In this case we have to create tab for this object. If we select this check box the object will save and tab will be created and appeared.

Object limit

Set Salesforce App logo

Add logo in salesforce App

The file size of a custom app logo must be smaller than 20 KB. (For comparison, the salesforce.com logo is about 3 KB). To upload an image file, add a new document to the Documents tab. Image dimensions should be a maximum of 300 pixels wide by 55 pixels high for best results. Larger images will be resized and may appear distorted.

Steps to Set logo in app

Step 1 - Click on + Select Document
Step 2 - In Recent document Click New Button
Step 3 - fill all necessary detail. must check on Externally Available Image.
Step 4 - Save & then select your app and edit
Step 5 - Insert an image
Step 6 - the app logo is available and select and Save
Step 7 - at the place of salesforce logo - select app logo is set.

Difference between Custom and console App

Difference between Custom and console

A custom application is a collection of tabs, objects etc that function together to solve a particular problem. 

A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.

Custom applications are easier to build, as console development over and above simple configuration requires Visualforce, Apex and sometimes javascript skills.

Salesforce Console :

1. A Salesforce console is designed to boost productivity for users in fast-paced environment. The console’s dashboard-like interface improves on the Agent Console by eliminating time-consuming clicking and scrolling so you can quickly find, update, and create records. 
2. The Salesforce console streamlines access to the data and features you need most. For example, service agents can use multiple applications at once and preserve the context of cases as priorities change. Inside sales reps can easily contact leads, assess companies, identify key contacts, and access sales intelligence. 
3. More : http://goo.gl/XXl4Nr

Salesforce APP : 

1. An App is a group of tabs that works as a unit to provide application functionality. Salesforce provides standard apps such as Sales and Call Center. You can customize the standard apps to match the way you work. 
2. You can also build your own on-demand apps by grouping standard and custom tabs into new custom apps. A custom app consists of a label, a description, and an ordered list of tabs. You can also set custom logos for your custom apps. With custom apps, you can extend the kinds of information that you manage and share online beyond CRM. Custom apps are part of the Force.com platform that allows you to create and share custom applications with other Salesforce users. 
3. More : http://goo.gl/65b69S

marking the answer as "Best Answer" in salesforce cummunity.

Shivnath.

Console App look like

(1) Select objects and records from the navigation tab. 

(2) Records display in a list, which you can pin at the left of the top of the screen. 

(3) Selected records appear as primary tabs, and tabs let you work on several items at once. 

(4) A highlights panel shows key information related to records. 

(5) Records related items appear as subtabs, and subtabs let you quickly switch between related information without loosing context. 

(6) View and interact with content in the detail area. 

Administrators can customize a console to specify everything from the objects in the navigation tab, to whether or not users can place and receive phone calls with a SoftPhone. Additional customizations can include displaying relevant knowledge base articles alongside cases, creating custom actions with keyboard shortcuts, or chatting with customers in real time over the Web with Live Agent (Service Cloud only). Advanced administrators and developers can solve more unique business problems with custom console components, and use code with an API named the Salesforce Console Integration Toolkit, to add third-party integrations or expand console customizations to new levels.

Create salesforce First Application

Create salesforce Application

An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page.

You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs.

Salesforce Application

• A salesforce application is a logical container for all of the objects, tabs, process and services associated with a given business function.

          Standard app

           Sales

           Marketing

           Call center

           Community

           Site.com

           Salesforce chatter

• We can customize existing app to match the way to work or build new apps by grouping standard and custom tabs.
• A force.com custom app consists of name, description, an ordered list of tabs and optionally a custom logo and a landing page.
• Salesforce provides standard apps such as Sales, Call center, Marketing and Community etc….
• Users can switch between apps using the force.com app drop-down menu at the top right corner of every page.

There are two types of salesforce application 

1. Custom App 
2. Console App

To create application in salesforce follow below mentioned steps.

Build ->Create -> Apps

(Custom App work in conjuction with user profile to visibility setting.)

Step 1 -> New

Step 2 -> Custom app

Step 3 -> New Custom App

Step 4 -> Choose the Tabs. (by default Home tab if you want to include standard tab then use)

Step 5 -> New Custom app (setting of app logo discuss later blog)

Step 6 -> Assign Profile

Step 7 -> Save (App is created)

Select App Name from right corner picklist to access app.

Creating Salesforce developer Account

Creating Salesforce developer Account

Salesforce providing free developer edition where you can develop force.com applications for free. 

Salesforce provides many editions based on the customers needs. Each edition has their own features. Following are the paid editions providing by salesforce. Contact Manager, Group, Professional, Enterprise and Unlimited.

Prizing of Edition

1. Developer Account – Free

2. Contact Manager – 5 Doller

3. Group Edition – 25 Doller

4. Professional – 65 Doller

5. Enterprise – 125 Doller

6. Unlimited -250 Doller

for more prizing and its edition feature visit

http://www.salesforce.com/in/crm/editions-pricing.jsp

In developer edition we can have access to Apex, visualforce, the Force.com Integration APIs, Force.com sites, the database services and much more. 

Following are licences available in developer edition.

 - 2 Salesforce CRM licences 

- 2 salesforce mobile licences 

- 3 salesforce platform licences 

- 5 salesforce partner licences 

- 10 salesforce ccustomer portal licences 

Limits of developer edition 

- 5.0 MB of data storage 

- 20 MB of file storage 

- 5000 API requests per 24 hours period.

- Any number of applications 

- A 500 MB bandwidth and 10 minute service request time limits ( per rolling 24 hours) for force.com site applications. 

Creating Salesforce developer edition account Go to http://developer.salesforce.com/ and click on ―JOIN NOW‖ button then you will navigate to registration page. Fill your details, make sure that your user name should be in email format. After filling all the details click on sign me up. Then you will navigate to following page.

Next open your email and check your mailbox, you will get mail notification from salesforce, you have click that link and set your password. Now you are in salesforce developer edition. Here you can create your own applications, you can customize standard application. 

For more information you can go to

http://developer.salesforce.com/

Configuration and Customization means in Salesforce

Configuration and Customization to develop salesforce application:

Configuration means by using User interface we can easily develop applications in salesforce. 

Customization means on top of that salesforce configurations we can write our own functionality 

(Visualforce pages & Apex).

About Model View Controller (MVC)

Model View Controller (MVC) 

Model view controller (MVC) is a software architecture pattern which separates the representation of information from the user’s interaction with it. 

      

In addition to dividing the application into three kinds of components, the MVC design defines the interactions between them. 

       A model notifies its associated views and controllers when there has been a change in its state. This notification allows the views to produce updated output, and the controllers to change the available set of commands. A passive implementation of MVC omits these notifications, because the application does not require them or the software platform does not support them. 

      A view requests from the model the information that it needs to generate an output representation.

      A controller can send commands to its associated view to change the view’s presentation of the model (e.g., by scrolling through a document). It can also send commands to the model to update the model’s state (e.g., editing a document).

Model View Controller (MVC) 

       You can write your VIEW pages using SFDC visual force (VF pages). VF pages are similar to our JSP pages. Each VF page is associated with a Controller. you can make use to already built Standard controllers or you can write your own controller using Apex language. Apex is OO and very much similar to our JAVA. you can also write Model Classes using Apex. 

       Visualforce uses the traditional model-view-controller (MVC) paradigm, with the option to use auto-generated controllers for database objects, providing simple and tight integration with the database. You can write your own controllers, or extensions to controllers, using Apex Code. Visualforce also provides AJAX components, and embeds the formula expression language for action, data and component binding interaction.Salesforce.com is award winning tool to manage all the data of sales team of an organization. The flexibility and assurance of safe data provided by Salesforce.com results into nonparallel development capabilities to the developer. 

SFDC MVC pattern contains below three modules: 

1. Model 

2. View 

3. Controller 

Model: What schema and data does salesforce uses to represent the system completely. In salesforce, we can say that sObjects are the model as every entity in salesforce is mapped to some sObject. 

View: How the schema and data is represented. Visualforce is used to present the data to users. 

Controller: How the interface actions. Controllers are used to perform the actions whenever users interact with visual force. 

In SFDC 

1. Objects, Fields, Relationships comes under Model Layer of Model View Controller . 

2. Force pages, Page Layouts, Tabs comes under View Layer of Model View controller . 

3. Workflows, Apex Classes, Triggers comes under Controller part in Model View controller .

What is Salesforce & its advantage, CRM

Salesforce.com

Salesforce is a company which provides a web based tool called Salesforce.

Salesforce by follows the Cloud Computing approach, providing SAAS and PAAS 

SAAS: Providing Sales, Marketing and Call Center applications as a service 

PAAS: Providing Force.com platform in which we can develop Apex (Programming language similar to Core Java) and Visualforce (Mark up language similar to HTML) logic. 

Advantage or Why SFDC? – 

1. It is a Number one on demand CRM. 
2. Force.com platform – Reduce development cost. We can deliver applications in very short time. 
3. App Exchange – It is very good market place to sell our custom applications and to buy applications from App Exchange. 
4. It is available on cloud – No need to install any software and No hardware required.
5. Software Licence – we does not need to buy like in dot.net, java or oracle We need licence as we required 
6. Database License – database software also required licence here we doesnot need to buy We need licence as we required 
7. Secuiry – The salesforce is responsible for external security. 
8. Maintenance – we doesnot need to maintain the hardware and server, salesforce is responsible for that.
9. Support – Salesforce is responsible 
10. Upgradation – three times in a year upgrade (Winter, Spring, Summer) automatically without extra charge
11. Time – very short time we developed application (fast development)

About salesforce company 

It is global cloud computing company headquatered in san francisco and california through best known for its customer relationship management 

Founded -1999 

Founder – Mark Benioff (chairmen and CEO) Parker Harris (executive VP of technology 

Head quarter – San Franscisco & California

What is CRM? 

CRM is a model used to manage organization interactions like phone calls, Emails, Meetings and Social media with customers and prospects penetrating to Sales, Marketing and Support.

          Now salesforce is very hot technology in IT industry and more job opportunities available on salesforce. Here in this site I am sharing concepts of salesforce, How to learn salesforce, How to prepare for interviews. 

          Salesforce.com also known SFDC.