Salesforce Workshop

Prithviraj Singh
2 min readJul 12, 2021

I’ve attended a live workshop on Salesforce and here is a short summary off my learning:

CRM stands for Customer Relationship Management
Salesforce is a CRM tool
Though Salesforce provides pre-created applications, we can also create customized applications in it as per our requirements.
Salesforce has 2 platforms: Classic and Lightning Platform.
Classic is an old platform whereas Lightning is a new platform and has more functionalities as compared to the classic platform.
In Lightning Platform, when we create a custom application, it also gives us functionality to select on which platform will the app be used. (This functionality is not present in the classic platform).
In Salesforce, we can create a new application by going to App Manager(by searching in the quick find box) and then select ‘New Lightning App’
Employees performing similar works can be grouped together by creating roles(this helps in providing permissions of applications)

For using Salesforce we need to signup at the Salesforce website.
Heroku is a cloud service platform (PaaS) enabling developers to build, run, and operate applications entirely in the cloud.
The Lightning App Builder is a point and click tool that makes it easy for creating custom pages for Salesforce mobile app and Lightning Experience giving the users what they require in one place.
The Salesforce Marketing Cloud (Exact Target) Fuel REST API is lightweight, easy to use and on its way to full maturity.
Force com is a PaaS product designed for simplifying the development and deployment of cloud based applications and websites.
The Actions Developer Guide allows to build custom development tools for Lightning Platform applications. The Lightning Component framework is a UI framework for developing single page applications for mobile and desktop devices. Salesforce Lightning includes the Lightning Component Framework and other tools for developers.

CRM is Customer Relationship Management. It provides a centralized platform for sales team to manage customer interaction. It stores customer contact information, identify sales opportunities, record service issues and manage marketing all in one central location. So with easy to access to data it is easier to collaborate and increase productivity.
In Salesforce we can create simple apps without writing single line of code .
Trailblazer App will help us to track the places we want to go. By adding utilities and navigation
In Salesforce we can use in-built functionality for our apps such as database to organize the information , security for protecting data ,user interface to expose data and functionality, environment that allow us to interact with people or data etc or we can also create our own custom tabs.
In travel lightning app we can build application for travelling , can add in-built functionality, add Tabs, add page layout, customize page layouts, can create custom objects and field for the app.

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