The expansion of CRM is ‘Customer Relationship Management.’
CRM is an application that helps automate or digitize marketing functions. With this software, companies can plan to increase their profits and revenues. This strategy of incrementing revenue and profit is made by attracting customers, clients, and sales. The important concept of CRM is customer value.
There are four CRM initiatives as below:
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Both are relatively the same but different in their functionality.
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Three types of portals are available in Salesforce.com:
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In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data.
There are three types of tabs:
A profile is similar to settings and permissions in Salesforce. It is used to perform different functions that are defined by users. It is another way to manage particular records.
There are two types of profiles:
Salesforce standard profiles are:
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Deleting a user is not possible in Salesforce.com, but we can deactivate the user by using the Freeze option.
Setup > Manage Users > Users
We can store files, documents, and images in Salesforce.com as below:
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a. In the Visualforce page, how many field dependencies are used? b. Can two users have the same profile in Salesforce? c. Which field cannot be added as a custom index? d. Can we edit a formula field value in a record? e. Can we use sharing rules to restrict data access?
a.10 field dependencies b. Yes c. Formula field d. No e. No
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Setup | Administration | Manage users | Profiles
Setup | Administration setup | Manage users | Profiles
Characteristics of a roll-up summary field:
Functions of the roll-up summary field:
Different kinds of reports in Salesforce are:
Dynamic dashboards help us display the set of metrics in an organization. They are created to provide security settings for dashboards at Salesforce.com.
Two setting options are there in dynamic dashboards:
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There are five workflow components in Salesforce.com:
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Limitations of a time-dependent workflow are as follows:
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There are four ways to call an Apex class:
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public class insert50
public void p1()
List lstExample = new List();
objTest = new Example_c(name=’Example1’,city_c=’City1’);
objTest = new Example_c(name=’Example2’,city_c=’City2’);
objTest = new Example_c(name=’Example3’,city_c=’City3’);
We use Data Loader when:
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In Software as a Service (SaaS), the cloud service provides software that we need to develop an application, saving us from purchasing it. SaaS supports web services and service-oriented architecture.
Top SaaS providers are:
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In Platform as a Service (PaaS), the cloud service provides an operating system (OS), hardware, storage, and network services through the cloud, but we have to pay to the service providers based on our subscription, like the rental services.
Top PaaS providers are:
In Infrastructure as a Service (IaaS), the cloud service provides the infrastructure, such as servers, hosting service, and storage.
Top IaaS providers are:
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Salesforce applications provide features such as login hours and login IP ranges.
Login hours : In an organization, the schedule for login and logout is set to define the time limit and working hours. It flags the user who does not follow the schedule. To set the login hours for an organization in a Salesforce platform, go to:
Setup > Administration > Manage Users > Profiles
Login IP ranges: If a user tries to login via an unknown IP, then the organization is alerted, and it can restrict the user to do so. Organizations use IP ranges to maintain secure access so that they can prevent any kind of loss. For setting up the login IP ranges, go to:
Setup > Administration Setup > Manage Users > Profiles
Field-level security helps control the accessibility of a user to a particular data field. Suppose, if an organization is providing a user with the access to see, edit, manipulate, or delete a data object specific to the user’s field of work, it can hide other data objects from the user.
To control the field-level security, we use profile and permission sets. The attributes of profile and permission sets are mentioned below:
The custom metadata type stores information about an organization. It is a type of custom object that can be customized, deployed, packaged, and upgraded. It helps use data for configuring the application without fretting about data migration. Rather than transferring the custom metadata type manually, it can be deployed using a Sandbox.
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