Saturday, September 9, 2017

What is Sales Cloud in SalesForce?

Sales Cloud helps you to build a strong relationship with customers and gain better visibility into sales and close more deals whether you are in the office or road.

Objects available in sales cloud:-

   * Campaigns

   * Leads

   * Contacts

   * Accounts

   * Opportunities

   * Products
   
   * PriceBooks

   * Quotes

   * Activities

Campaigns:-

 A Campaign is said to be
 Any marketing project that should plan, Manage and track in SalesForce.

Leads:-

A Lead is any person, Organization or company that may be interested in our products. Sometimes leads are referred to as prospects  or suspects  

Contacts:-

Contacts are the people associated with our business accounts that should track in SalesForce.

Accounts:-

An account represents a company or department with in the company with which our organization is planning to do business in future.

Opportunities:-

An opportunity is any potential revenue generated event ("SalesDeal") that should track in SalesForce.

Products:-

Products can be either goods or services.

PriceBooks:-

Price books are used for selling products at different prices based on the agreement terms with a particular type of customer.

UnitPrice:-

It is a price fixed by the manufacturer for the product and which cannot be changed.

ListPrice:-

It is seller's price. The sellers may sell the product with different prices to their customers.

Quotes:-

Quotes show proposed prices for products and services from an opportunity.

Activities:-

    Activities can be:
    
    1.Events(Meetings, Seminars etc.,)

     2.Tasks(Status reports to report manager, Send Email to customer etc.,)


Tuesday, September 5, 2017

How to insert a record by using visualforcepage and apex class?


VisualforcePage:

    
    
    
        
        
            
            
                
                

                
            
            
            
        
    

  



Apex Class:
  public class CreatePeopleCntr{
  
      //Varibles Declation 
      //Prpoerties
      public People__c objPeople{get;set;}
      
      
   
      //Constructor 
      public CreatePeopleCntr(){
      
          system.debug('Calling Constrctort ===>');
          
         //Instances
        
          objPeople = new People__c();
       }
       
       
       //Save Method 
       
       public PageReference Savemethod(){
       
       system.debug('Calling Savemethod()===>');
        system.debug('objPeople===>'+objPeople);
       
           Insert objPeople;
           
           return null;
       }
      }





Wednesday, August 30, 2017

What is the difference between created and every time edited, created and any time its edited to subsequently meet criteria?



Created:
         
 Evaluate the rule criteria each time a record is created if the rule criteria is met, run the rule, updates to existing records.

Note: With this option, the rule never runs more than once per record.

Created and every time it's edited:
           
Evaluate the rule criteria each time a record is created or updated.If the rule criteria is met run the rule.

With this option, the rule repeatedly runs every time a record is edited as long as the  record meets the rule criteria.

Note: We cannot add time-dependent actions to the rule if you select this option

Created and any time it's edited to subsequently meet criteria:
          
Evaluate the rule criteria each time a record is created, or updated

  •  for a new record run the rule if the rule criteria is met.
  • for an update record run the rule only if the record is changed form not meeting the rule criteria to meeting the rule criteria.
Note: which this option the rule can run multiple times per record, but it won't run when the record edits are unrelated to the rule criteria.

Tuesday, August 29, 2017

How to update the filed without relationship?

Trigger is the answer for above question.
By using Trigger we can update the field without relationship.