What is Salesforce?
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
What is App in Salesforce ?
App is a collection of Tabs that work as unit to provide functionality.
There are two types of Apps
1) Standard Apps - Apps that comes with Salesforce instance byDefault.
2) Custom Apps- Apps that are build to meet the specific business need.
Note You can access app from app launcher.
What is Tab?
Tab is a logical entery point to the object.
Tabs help users to view the information stored in object. It displays objects data and other content.
steps to create
setup=>quick find type Tabs=>tabs=>Custom Object tabs
Types of tabs
1) Custom Object Tabs
2) Web Tabs
3) Visualforce Tabs
4) Lightning Page Tabs
Tabs Visibility
1)Default On: Tab would appear on the top bar along with other visible tabs.
2)Default Off:
Tab will be available by clicking on “+” symbol at the end of all visible tabs on top bar.
3) Tab Hidden:
If the tab is hidden then it will neither be visible on the top bar nor by clicking on the “+” symbol.
Note We can control the Tab visibility based on the APP
What is Objects?
In relational database, data is stored in tables. Each table comprises of rows and columns.
In salesforce, we use object to store data specific to your organization. Each object contains many fields. Each object can connect each other using realtionship fields.
Database Columns ==> fields
Database rows ==> records
There are two types of objects:
1) Standard Objects
Objects available within Salesforce by default example: Accounts, contacts etc.
2) Custom Objects
Objects created by us to store information unique to organization.
All custom object name ends with __C
steps to create
setup=>object Manager =>Create=>Custom Object
Note Three field created by default while creating object
a) CreatedBy
b)LastModifiedBy
c)Owner
What is Fields?
Fields store data for a particular object in a record field in the object.
Example- Employee__C is my object and under this i want to store data like name, age, gender for that i will create a field under this object
steps to create
setup=>object Manager =>Select your object(Employee)=>select Fields & Relationships=>New
Note While Creating fields we set Field Level Security which give access to profiles to access the fields (Visible-edit, read-only)
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