About Salesforce CRM Tool

Salesforce is a powerful CRM tool used. It is used for company's interaction with customer. Will be useful article for people who is new to salesforce. There a lot of things in salesforce. this article is just an part


It's a CRM tool.


•Customer Relationship Management
•It is a tool for company's interaction with customers

Three main things required for login into Salesforce:

• Username
• Password
• Security token

Security token can be obtained:

Setup -> Reset Security token option.
And token will be mailed to corresponding users.

Some main objects used in Salesforce:



•Account is the main objects in Salesforce which maintains customer information such as name, address, Account number, name etc.
•All other objects in Salesforce are related to account object


•Contact object maintains customer's billing and shipping address, email and other info.
•There may be one or more contact associated with one account.


•Opportunities objects contain the order info placed by the customer. It may contain product name, opportunity name, order total, subtotal, discount etc.
•There may be one or more opportunity associated with one account.


•Leads are objects which maintains the customer info who are using the company's product

Customizing fields in objects:

•Setup -> Build -> Customize -> Select the object to customize
•Click the Add field option
•Select the data type which you want to create.
•Click next option and enter the label name
•Follow the procedure and create a custom field.
•You can create your custom field based on your company's requirement.

Administer panel:

•We can manage the users here.
•Can find the managed application.
•Can view your company's profile.
•Can integrate your account with social networking sites.
•In Data management, you can export your organization data from it.

You can view your login history in Salesforce.

Integration with Salesforce:

•Application can connected with Salesforce using web service.
•Add the wsdl as web reference and access your organization's Salesforce data .
•Setup -> Build -> API -> Generate Enterprise WSDL option


Triggers are used to update fields once a action took place. Triggers can be written for each object.

Apex Code:

Coding logics can be done in Salesforce by writing Apex Coding.

There are some for data export and querying Salesforce data:

•Apex Data Loader

Apex Data Loader:

• wiki.developerforce.com/page/Data_Loader
• Can download and install the application and access your organization data


• Data can be queried in workbench
• workbench.developerforce.com/login.php
• Data's can be queried using SOQL query.


  • Salesforce (45393-42933-Salesforce.doc)
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