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.