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• Apex is a strongly typed and object-oriented programming language that permits developers to execute flow and transaction control statements on Salesforce platform servers in conjunction with calls to the API. It uses syntax that LOOKS similar to Java and pretends like DATABASE stored procedures.
• Apex allows developers to add business logic to many system events, including Visualforce pages, button clicks, and related record updates. This code can be INITIATED by requests from WEB services and from triggers on objects.
• All Apex code runs completely on-demand on the Lightning platform. Apex code is written and saved to the platform by developers. Through the user interface, end-users trigger the EXECUTION of Apex code.

The trigger is defined as an APEX code that executes to perform custom actions, before or after modifications like insert, update, delete, etc. that has done to records in Salesforce.

Triggers can be defined for top-level standard OBJECTS, like contact or account, custom objects, and few standard child objects. They are active by default when created. When the specified DATABASE events occur, Salesforce automatically FIRES active triggers.

The syntax for creating a trigger is given below:

To execute a trigger before or after insert, update, delete and undelete operations, SPECIFY multiple trigger events like before insert, before delete, after insert, after update etc. in a comma-separated list.

The benefits of using Salesforce CRM is given below:

• Communicate using automation tools: With the help of Salesforce Einstein Bots, its features can automatically respond to CHATS on time. Thus avoids giving delayed response.
• Data syncing from different applications: Data from other applications such as MailChimp and G Suite can be integrated into the Salesforce platform. This removes the difficulty of moving from one software to another. Using Salesforce mobile app, you can keep track of your data anytime and anywhere.
• Utilization of data analytics tools: Salesforce’s Einstein Analytics gives insights so that users can address the changing data right away. Salesforce has a collection of reporting tools and dashboards that will help you collect information and work on it properly.
• Following CUSTOMER activity: It helps to understand the customer’s journey through the sales cloud so that you will have easier access to their behavior and background. You can review the click rates on your email campaigns to help you recognize what works best for your customers.
• Assisting customers through chat: A chat box is provided by the service cloud’s live agent depending on the interaction of your customers or followers on your web PAGE. By connecting with the customer profile, your service team can deliver answers. This is HELPFUL in improving customer EXPERIENCES by letting agents respond quickly.
• Using an omnichannel feature: Multi-channel feature provided by the service cloud automatically shifts conversations from various channels directly to the agents. This gives them one place to connect with customers through calls, social media, chat, messaging, or email.
• Consistent engagement with current customers: Looking for a new customer is more expensive than keeping the current ones. Use the gathered data in Salesforce’s CRM to create consistent marketing campaigns.
• You can build apps: Force.com, a Platform as a Service(PaaS) simplifies customizing and building apps for any device without using a complicated infrastructure.

• Workflow in SALESFORCE allows you to automate standard internal procedures and processes for saving time ACROSS your organization. It helps to evaluate records as they are created or updated and determines if an automated action needs to occur.
• Automation functions in Salesforce include the functions such as sending follow-up emails, tracking the customer map journey, performing other marketing activities to boost the SALES of the company, etc.
• A workflow rule is a major container for a set of workflow instructions. These instructions are usually summed up in an if/then statement. Workflow rules are divided into TWO main components. They are:
  • Criteria: The “if” part of the “if/then” statement i.e., what must be true of the record for the workflow rule to execute the related actions.
  • Actions: The “then” part of the “if/then” statement i.e., what to do when the record meets the criteria.
• Consider an example for a workflow, “if it is raining, then bring an umbrella”. In this example, the criteria are “it is raining” and the action is “bring an umbrella”. If the criteria aren’t MET, then the action isn’t executed. The workflow rule’s actions are executed only when a record meets all the criteria of a workflow rule.

A dashboard in SALESFORCE is a pictorial representation of the REPORT. It displays data from source reports as visual components. These components provide a SNAPSHOT of key metrics and performance indicators of the ORGANIZATION at a single glance. A single dashboard is capable of displaying 20 reports at a time.

• Master-Detail relationship is a relationship between a PARENT and child where the master represents the parent and the detail represents a child. This relationship can be used when we want to control the display of detail records based on the value present in the master record.
• The master object completely takes control of the behavior of the Detail object. The survival of the child is DEPENDENT on the parent, because if the parent gets deleted then the child automatically gets deleted. You can create Roll-up summary fields in master records which will calculate the SUM, AVG, and MIN of the child records.
• Consider an example of a COURIER company model, where a delivery schedule is always linked to a delivery location. If we delete a delivery location from our list, then all the RELATED delivery schedules should ALSO be removed. Such a dependency can be achieved only through a Master-Detail relationship.

The profile in Salesforce is defined as a collection of settings and permissions that define what a user can do in Salesforce. So it gives you the authority to access certain records in Salesforce. There are multiple profiles available in Salesforce. For example, a sales profile can have access to leads, contacts, campaigns, opportunities, etc.

The people who work under one DEPARTMENT may be assigned the same profiles. Consider the CASE of sales profile, many people work under it and each PERSON who works under this is assigned with the same profile. Hence we can say that any NUMBER of people can have the same profile.

The main difference between role and profile is given below -

An Audit trail in Salesforce is a unique feature that helps in tracking the changes MADE in the organization by you and other administrators. In that way, you will ALWAYS get to know who has modified the project at the LAST minute. It is helpful for the organization with more administrators.

By using an audit trail, you can get to know the details about changes made, the DATE and time of the change, and the USERNAME of the team member who made the changes.

Sharing rules are applied when a user wishes to PERMIT access to other USERS LIKE public groups, roles, or territories. It gives greater access to particular users by making automatic EXCEPTIONS to your organization-wide sharing settings. You can DEFINE total sharing rules up to 300 for a particular object, including criteria-based or guest user sharing rules up to 50, if available for the object.

There are two types of apps that we can CREATE in Salesforce. They are:

• Custom app: They are MAINLY used by business owners who want to build an app that suits their business requirements from TIME to time. It’s widely used in the market.
• Console app: It can be used only in the CLIENT service business, where we focus on tackling the client’s issues. Compared to a custom app it’s not widely used in the market.

An App in Salesforce is a logical container that holds various details RELATED to the company such as a logo, name, business OPERATIONS, etc. You can customize APPS to match your needs, or you can DEVELOP new applications by combining custom and standard tabs.

The process to create an app in Salesforce is GIVEN below:

Setup —> build—> Create—> App—> Click on new.

By following the above procedure, you can develop an application as you want.

In Salesforce, objects are database tables that are used to STORE the data of an ORGANIZATION. There are two types of objects in Salesforce. They are:

• Standard object: These are the objects provided by the Salesforce platform, which includes contacts, accounts, cases, campaigns, opportunities, leads, products, contracts, reports, dashboards, etc.
• Custom object: They are objects created by developers based on the BUSINESS process. It STORES the important and UNIQUE information of an organization. It gives a structure for data sharing. The custom object includes page layouts, custom fields, relationship to other objects, custom user interface tab, etc.

Contact management

• It provides easier contact management by giving access to critical data of the customers and interaction history.
• It gives complete customer details including insights and engage-enhancement strategies. Social data of the customers can be used for a deeper understanding of their particular behavior regarding any product or service.

Opportunity management

• Salesforce provides an opportunity to view the activity timeline of your customers. It represents different stages of a particular deal which helps you to decide your next move.
• You can see critical details of the activity timeline in ADDITION to the business competitors. The readymade templates ensure hassle-free emailing to the clients.

Quote management

• Quote management of the products will have tracking of the products, which are part of your deal and it includes the standard price, product code, quantity, and quoted price. Also, you can establish quantity along with revenue schedule and it reflects the delivery TERMS and payment.
• Salesforce CRM app is having a built-in quoting mechanism that automatically quotes client data. It also creates an approved template PDF and sends it directly to the customer as an email.

Lead management

• Lead management is featured with an affluent activity timeline. It provides an access to up-to-date contacts on the timeline. Also, it makes use of the sales paths to understand the related documents.
• CRM app functions as a fast lead converter machine, which informs you about the original source of the leads. Automatic emailing boosts your revenue-generating mechanism.

Sales data

• Using Salesforce CRM you can get the right sales data at the right time. It provides a faster connection with key decision-makers.
• You can easily plan territories. It can be used for increasing sales and marketing PRODUCTIVITY with the latest and most accurate data.

Mobility

• The Salesforce mobile app turns your mobile device into a portable sales office by allowing the users to access CRM data at any time and from anywhere.
• You can log calls, work opportunities, check dashboards, respond to hot leads, etc.

Workflow and approvals

• It allows to use of visual workflow to RAPIDLY design and automate any of the business processes with drag and drop simplicity. And you can successfully manage flexible approvals processes for deal discounts, expenses, and more.

File sync and SHARE

• It’s easier to share files, discuss them, publish the best and track your content in real-time by using Salesforce.
• You can quickly find what you are looking for, share it securely, and also subscribe to receive alerts when something changes.

Dynamic dashboards and custom reports

• Dashboards offer a real-time picture of how your business is performing in the market. Users can recognize market trends, calculate the activities and clear up the quantities. You can build your own dashboard by using drag and drop icons in Salesforce CRM.
• It allows creating your own customized sales forecasting report with Salesforce CRM. By using a simple drag and drop feature, users are able to adjust the fields and view data with filters. Charts provide real-time data to give you the latest insight.

Sales forecasting

• It tracks the journey of the leads in the pipeline to look into whether they are reaching their destination i.e. deals or not. It gives brilliant forecasting on sales upon analyzing the same. You can apply your right judgment to the forecasted amount and according to that, you can plan your strategies.
• You can make use of in-line editing, multicurrency support, override visibility, etc. to stay on top of your business.
• It gives the right credit to the right person and permits them to see the forecast as per overlays.