Shulou(Shulou.com)05/31 Report--

This article shows you what the concept of Salesforce is, which is concise and easy to understand. It will definitely brighten your eyes. I hope you can gain something through the detailed introduction of this article.

Salesforce is the number one CRM (Customer Relationship Management) system in the world, which is very popular in Europe, America, Japan and so on.

In CRM, some terms are included, which are also shown in Salesforce:

Customer (Account) contact (Contact) potential customer (Lead) Business opportunity (Opportunity) case (Case)

The main relationships between them are:

Each customer has several contacts. Potential customers may be transformed into customers. Each customer contains several business opportunities. For problems that arise in the business process, you can use case records and arrange for personnel to solve-- 1. Organization

In learning salesforce, we often see the term Org, which is actually Organization (organization). If an enterprise wants to use Salesfroce products, it must first buy an Org instance from Salesforce, which actually gives you a user name and password. After logging in, you can create users, configure business logic, secondary development and so on.

Storage space

When purchasing Org instance, it will limit the storage space outside, mainly divided into Data Storage, File Storage and Big Object Storage (if not enough, you can add money to expand the space, similar to some domestic cloud disks)

License

Each Org is configured with a defined number of License, and each User is created by consuming one User License (usually using Salesforce License when creating users)

API Request

It is important to note that in addition to Storage and License, Salesforce also has a limit on the number of API. After all, high requests mean high concurrency and consume more performance, so this must be a selling point indicator. Normally, API Request is sufficient, but if you design operations with large amounts of data, you should pay attention to prevent the number of requests from being used up.

PS: of course, in the Org message, there are related concepts such as Language, Time Zone, Fiscal Year and Currencies, but these are relatively simple. You can understand them at a glance, so we won't talk about them here.

2. User

User, someone who can log in to the Org, can be developer, sales or Partner. Generally, it mainly contains the following attributes: personal, Security & Access, Locale

Among them, the most important concepts are Role,User Liencese, Profile

PS: once created, User cannot be deleted, only the Active option can be removed, which is designed to make it easier to query certain history records. Of course, after inactive, License will be released.

3. Profile

Profile, which is actually a set of settings and Permissions, is used to determine what the user can see when he or she logs in and what can be done.

PS: each User belongs to a certain Profile, and User and Profile have a many-to-one relationship. For more information, please click (https://www.cnblogs.com/cloudman-open/p/11552089.html)

4. Role

In a private or hybrid model, the Role hierarchy allows higher-level User to inherit the permissions of the immediate underlying User. For example, if EMEA Sales Rep is the owner of a case, then his immediate leaders (EMEA Sales Director, VP of Global Sales, CEO) all have access to the case, and the inheritance of permissions is single.

Here one may wonder, what is a proprietary or hybrid model? Then we have to put forward the concept of sharing. (details: https://www.cnblogs.com/cloudman-open/p/11587425.html)

5. Sharing

For all sObjects, in addition to the access to the sObject schema (with the permission to add, delete, modify and query the sObject), there is also strict control over one of the records. As mentioned in the above role, EMEA Sales Rep is the owner of a case, so in the Object of Case, EMEA Sales Rep has access to that record, and other case records are imperceptible to him.

So the question is, in addition to the owner of the record, who else can add or delete the search rights of the record?

As you can see here, we can set access permissions for each sObject: Private, Public Read Only, Public Read/Write.

Private: only the owner of this record has read and write access.

Public Read Only: everyone except the owner has read-only access.

Public Read/Write: everyone has read and write access.

PS: of course, the settings here are only the default access permissions. In addition, there are several ways to share record access rights such as Role hierarchy,Sharing Rules,Team and Manual Sharing. (details: https://www.cnblogs.com/cloudman-open/p/11587425.html)

6. SObjects

SObjects (Salesforce Objects), which is encapsulated by the Salesforce platform, is similar to the traditional database table.

SObject is divided into standard objects and custom objects. Standard objects are automatically generated by the platform, such as Account, Contact, Lead, and Opportunity;. Custom objects can be set according to their own business needs, but Salesforce automatically adds a suffix such as "_ c" to API Name (customize).

Each object can define multiple fields, and each field can be a string, number, formula, date, and so on.

Access permissions can be set through Field-Level Security for each field.

Trigger PairPtAttachToAccount on Pt_Attach__c (before insert) {for (Pt_Attach__c ptAttach: trigger.New) {List accounts = [select Id, Account_Id__c from Webex_Account__c]; for (Webex_Account__c account: accounts) {if (ptAttach.Account_Id__c = = account.Account_Id__c) {ptAttach.Webex_Account__c = account.Id Break;}} ptAttach.Site_Name__c = ptAttach.Site_Name__c + '.webex.com';}} above is what the concept of Salesforce is. Have you learned any knowledge or skills? If you want to learn more skills or enrich your knowledge reserve, you are welcome to follow the industry information channel.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.