Monday, August 6, 2018

Salesforce Objects ?

Objects are database tables that allow us to store data specific to organization in Salesforce.
   
There are two types of objects:
  • Standard Objects
  • Custom Objects
Standard Objects: The objects provided by Salesforce.com is called standard objects.
Accounts, Contacts, Opportunities, Leads, Products, Campaigns, Cases, Solutions, Reports,
Dashboards, Contracts, Forecasts, Users, Ideas, Answers, Etc.

Custom Objects: Custom objects are the heart of any application. Custom objects provided a structure for storing data.

Custom objects are database tables that allow you to store data specific to your organization in Salesforce. You can use custom objects to extend Salesforce functionality or to build new application functionality.

Once you have created a custom object, you can create a
  • Custom tab
  • Custom related lists
  • Reports
  • Dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API.

Console App ?

The service cloud console is designed for users in fast paced environments who need to find, update and create records in Salesforce quickly.

A Salesforce Console app is a tab-based workspace that lets you manage multiple records on a single screen.

The console inherently minimizes clicking and scrolling so that you can quickly find, update, and create records. Thousands of customers rely on the Salesforce Console to boost productivity in fast-paced service and sales environments.

How to creating a new Custom Application ?

Path for creating an application is
Setup --> Build --> Apps --> New

Step – 1:

Select the type of application to create and click on “NEXT” button.



Step – 2:

Enter the label for the application a name and a description and then click NEXT button.
Example: Institute, Pharmacy, Etc.




Step – 3:

Optionally, select an image to be displayed as the logo for our application. This image is shown
in the upper left corner when our application is active.

"Note: To prepare an image for use as an application logo. First go to the documents tab
and click the new button check the externally available image check box, enter a name to
identify the image an click the browse button to locate a file an your computer click the save
button to upload the image."




Step –4:

This screen is for selecting the tabs to be included in the custom application. Click on the NEXT
button. Choose the tabs to include in this custom application.




Step –5:
 

This screen shows the restrict access to our application by profile.
  • Choose the user profiles for which this custom app will be visible in the Force.com AppExchange menu. 
  • You may specify this custom app as the default custom app of a profile, meaning that new users who have the profile will see this custom app when they log in for the first time.
Then click on the SAVE button.




 Step –6:

After clicking on the SAVE button, we are returned to the list of applications, But it now
contains our new application. If we active our application by selecting it from the list in the
upper-right corner drop down. We can see the list of tabs which we have selected before in the
step-4.