[Type here]

1
[Type here]

SECOND YEAR PRACTICAL TRAINING SEMINAR

REPORT

“SALESFORCE”

Submitted in partial fulfilment of the degree of Bachelor of Technology

Rajasthan Technical University

By

Manthan Jain
(PIET17CS061)

DEPARTMENT OF COMPUTER
ENGINEERING
POORNIMA INSTITUTE OF ENGINEERING & TECHNOLOGY,
JAIPUR (Academic Year 2019-20)

i
[Type here]

SECOND YEAR PRACTICAL TRAINING SEMINAR

REPORT

“SALESFORCE”

Submitted in partial fulfilment of the degree of Bachelor of Technology

Rajasthan Technical University

By

Manthan Jain
(PIET17CS061)

DEPARTMENT OF COMPUTER
ENGINEERING
POORNIMA INSTITUTE OF ENGINEERING & TECHNOLOGY,
JAIPUR (Academic Year 2019-20)

i
iii

RAJASTHAN TECHNICAL UNIVERSITY

POORNIMA INSTITUTE OF ENGINEERING & TECHNOLOGY,

JAIPUR

CERTIFICATE

This is to certify that Final Year Practical Training Seminar Report entitled
“SALESFORCE” has been submitted by “Manthan Jain (PIET17CS061)” for partial fulfilment
of the Degree of Bachelor of Technology of Rajasthan Technical University. It is found
satisfactory and approved for submission.

Date:
25/07/2019

Mr. Deepak Moud Dr. Dinesh Goyal

Head, Director,
Dept. of Comp Engg PIET, Jaipur
PIET, Jaipur

iii
iv

DECLARATION

I hereby declare that the seminar report entitled “SALESFORCE" was carried out and written by
me (Manthan Jain) under the guidance of Mr. Amit Gupta and Ms. Ayushi Jain, Assistant
Professor, Department of Computer Engineering, Poornima Institute of Engineering &
Technology, Jaipur. This work has not been previously formed the basis for the award of any
degree or diploma or certificate nor has been submitted elsewhere for the award of any degree or
diploma.

Place: Jaipur Manthan Jain

Date: 25/07/2019 PIET17CS061

iv
v

v
vi

ACKNOWLEDGEMET

A project of such a vast coverage cannot be realized without help from numerous sources and
people in the organization. I am thankful to Mr. Shashikant Singhi, C h a i r m a n , PGC
and Dr. Dinesh Goyal, Director, PIET for providing me a platform to carry out such a
training successfully.

I am also very grateful to Mr. Deepak Moud (HOD, CE) for his kind support.

I would like to take this opportunity to show my gratitude towards Mr. Amit Gupta and Ms.
Ayushi Jain who helped me in successful completion of my Second Year Practical Training.
They have guided, motivated & were source of inspiration for me to carry out the necessary
proceedings for the training to be completed successfully.

I am also grateful to the Ms. Kavita Jangid for her guidance and support.

I would also like to express my hearts felt appreciation to all of my friends whose direct or
indirect suggestions help me to develop this project and to entire team members for their
valuable suggestions.

Lastly, thanks to all faculty members of Computer Engineering department for their moral
support and guidance.

Submitted by:

Manthan Jain

vi
vii

ABSTRACT

vii
viii

Table of Contents
Title.
Certificate.
Company Certificate.
Declaration.
Acknowledgement.
Abstract.
Table of Content.
List of Figures.

Chapter 1: Introduction to
topic Salesforce.
Technology
Chapter 2: Specification.
...
Chapter 3: Project
Description
Chapter 4: Scope in
Salesforce.

viii
viii

List of Figures

Figure No Title
1 What is Salesforce
2 Services and Product offered by Salesforce.
3 Creation of App
4 Creation of Objects
5 Creation of Fields

viii
ix

Chapter 1
Introduction to Topic Salesforce

1.1 Introduction

History of Salesforce:-
Salesforce is an American cloud-based software company headquartered in San Fransisco ,
California. Though the bulk of its revenue comes from its customer relationship management
(CRM) service, Salesforce training also sells a complementary suite of enterprise applications
focused on customer service, marketing automation, analytics and application development.
It was founded by Marc Benioff , Parker Harris , Dave Moellenhoff , Frank Dominguez in
1999.

What is Salesforce?
Salesforce is a cloud computing service as a software (SaaS) company that specializes in
customer relationship management (CRM). Salesforce's services allow businesses to use cloud
technology to better connect with customers, partners and potential customers. They are
solutions that help transform your instance of Salesforce into the perfect application for your
business.
Salesforce now provides various software solutions and a platform for users and developers to
develop and distribute custom software. Salesforce is based on multi-tenant architecture. This
means that multiple customers share common technology and all run on the latest release. You
don’t have to worry about the application or infrastructure upgrades – they happen automatically.
This helps your organization focus on innovation rather than managing technology.

Prepared By: Manthan Jain

x

What Are The Services And Products That Salesforce Offers?

Salesforce Sales Cloud – The Sales Cloud is a CRM platform that enables you to manage

Prepared By: Manthan Jain

xi

your organization’s sales, marketing and customer support facets. If your company is engaged in
business-to-business (B2B) and business-to-customer (B2C), then sales cloud is the service your
sales team needs.

Salesforce Marketing Cloud – The marketing cloud provides you with one of the world’s
most powerful digital marketing platforms. The marketers in your organisation can use it to
manage customer journey, email, mobile, social media, web personalization, content creation,
content management and data analytics.

Salesforce Service Cloud – The Service Cloud is a service platform for your organization’s
customer service and support team. It provides features like case tracking and social networking
plug-in for conversation and analytics. This not only helps your agents to solve customer
problems faster, but also gives your customers access to answers. Using these answers your
customers can solve problems on their own.

Salesforce Community Cloud – If you need a social platform for your organization to
connect and facilitate communication among your employees, partners and customers then
Salesforce Community Cloud is the service you need. You can use this platform to exchange
data and images in real time.

Salesforce Commerce Cloud – The commerce cloud enables your organization to provide
seamless customer service and experience irrespective of your customer’s location (online or in-
store). It also provides for customer data integration so that your consumers can have a better
experience. If your goal is to provide customer with a positive, engaging customer experience,
Commerce Cloud is the service you need.

Salesforce Analytics Cloud – The Analytics Cloud provides a business intelligence

platform for your organization to work with large data files, create graphs, charts and other
pictorial representations of data. It is optimized for mobile access and data visualization and can
be integrated with other Salesforce clouds.

Salesforce App Cloud – To develop custom apps that will run on the Salesforce platform,
you can use the Salesforce App Cloud. It provides you with a collection of development tools
that you can utilize to create custom applications.

Prepared By: Manthan Jain

xii

Salesforce IoT Cloud – When your organization needs to store and process Internet of
Things (IoT) data, you can utilize the service of Salesforce IoT cloud. The platform is built to
take in massive volumes of data generated by devices, sensors, websites, applications, customers
and partners. On receiving this data, the platform initiates actions to give you real time
responses.

Salesforce Health Cloud – If you are a Health IT organization and require a CRM system
that incorporates doctor-patient relationship and record management, then Health Cloud is what
you need. Through the patient profile you can support one-to-one relationship by integrating
information from multiple data sources.

Chatter – Chatter is an enterprise collaboration platform from Salesforce that enables your
employees to collaborate. Chatter can help you drive productivity by connecting employees
wherever they are. It also helps in knowledge sharing between departments in an organization or
different organizations.

Salesforce has two different desktop user interfaces: Lightning Experience

and Salesforce Classic:

1. Lightening Experience:-

Salesforce Lightning experience is a modern, fast, and intelligent user interface built with
proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS),
Lightning app builder and Lightning Components to create modern enterprise applications.
Salesforce Lightning experience is a new generation productive user interface designed for Sales
team and Support teams in Salesforce. Salesforce1 have been introduced for mobile application
and two user interface for desktop version Salesforce classic and lightning Salesforce has been
introduced by Salesforce.com.
Lightning Experience (or LEX for short) brings with it an entirely new client side architecture,
which departs from the server-side rendering for its predecessor (Salesforce Classic)
and Visualforce provided. For backwards compatibility, Visualforce UIs can still be used within

Prepared By: Manthan Jain

xiii

Lightning Experience, although, using Visualforce in LEX will not offer the level of extensibility
or visual appeal as custom UIs built using the Lightning framework.

Salesforce lightning Experience Features.

Sales team can close more deals and sell quicker and smarter and support team can close a case
faster using various tools and Salesforce Lightning Components. In recent times, mobile usage
has been increased drastically and influencing Salesforce user to work on their mobiles. Sales
representatives are now using mobile to research potential customers, get the details of nearby
customer offices, socially connect with their customers, and even more.
Salesforce synced the desktop Salesforce Lightning Experience with mobile Salesforce1.
 Lightning Salesforce is a modern, fast, and intelligent user interface.
 It is built with a sales-centric mindset, focusing on helping sales representatives work
more naturally on a daily basis.
 With Lightning Experience, Salesforce users will get an intuitive and intelligent user
interface.
 Lightning Experience is built with proven Salesforce1 Mobile App technology.
Sales representatives can use mobiles to enter customers details like log tasks and notes after
client meetings, run reports and dashboards and many more. All these features from the mobile is
being brought into the computer web browser by Salesforce Lightning Experience.

What we call Salesforce lightning Experience?

Salesforce Lightning Experience is simply referred to as “Lightning”. When working with

lightning Salesforce we will learn about different Salesforce lightning topics like Lightning
Login, Lightning App Builder, Lightning for Outlook, Salesforce Lightning Components,
Lightning Sync and many more. Some of them are applicable in Lightning Experience only, but
some others will work in both Lightning Experience and older Classic user interfaces. Lightning
Sync is used to sync your user contacts and events between your email server with Salesforce

Prepared By: Manthan Jain

xiv

2. Salesforce Classic:-
Salesforce Classic is only a name given to distinguish between the new UI and old UI. It is
essentially the standard stage which we were utilizing for quite a while.

 With the progression of time, the expectations to learn and adapt advances and we could
without much of a stretch distinguish the gaps between the prerequisites of customer and
the services that they are getting.
 In this especially delicate time-innovation period, it is extremely important to keep up the
pace with advancement, improvements, and prerequisites of clients.
 It is likewise important to change the UI to make it easier to use and perfect it with the
most recent innovation.

The pace at which this progress will occur relies upon the system admin, the intricacy of an
association and belief system of the association. Organizations with feeble framework manager
will falter to present change. Enterprise organizations will be the slowest ones to migrate to
Salesforce lightning .

Prepared By: Manthan Jain

xv

Let’s Discuss App , Tab, Profile in Salesforce Classsics:

Salesforce Apps

The primary function of a Salesforce app is to manage customer data. Salesforce apps provide a
simple UI to access customer records stored in objects (tables). Apps also help in establishing
relationship between objects by linking fields. Apps contain a set of related tabs and objects
which are visible to the end user.

Salesforce Tabs :

Tabs are used to access objects (tables) in the Salesforce App. They appear on top of the screen
and are similar to a toolbar. It contains shortcut links to multiple objects. On clicking the object
name in a tab, records in that object will be displayed. Tabs also contain links to external web
content, custom pages and other URLs. All applications will have a Home tab by default.

Salesforce Profiles :-

Every user who needs to access the data or SFDC org will be linked to a profile. A profile is a
collection of settings and permissions which controls what a user can view, access and modify in
Salesforce.

A profile controls user permissions, object permissions, field permissions, app settings, tab
settings, apex class access, Visualforce page access, page layouts, record types, login hour and
login IP addresses.

You can define profiles based on the background of the user. For example, different levels of
access can be set for different users like system administrator, developer and sales representative.

Similar to tabs, we can use any standard profile or create a custom profile. By default, the
available standard profiles are: read only, standard user, marketing user, contract manager,
solution manager and system administrator. If you want to create custom profiles, you have to
first clone standard profiles and then edit that profile. Do note that one profile can be assigned to
many users, but one user cannot be assigned many profiles.

Objects, Fields And Records In Salesforce

Objects, Fields and Records are the building blocks of Salesforce. So, it is important to know
what they are and what role they play in building Apps.
Objects are the database tables in Salesforce where data is stored. Objects are a collection of
records.

Prepared By: Manthan Jain

xvi

There are two types of objects in Salesforce:

 Standard objects: The objects provided by Salesforce are called standard objects. For
example, Accounts, Contacts, Leads, Opportunities, Campaigns, Products, Reports,
Dashboard etc.
 Custom objects: The objects created by users are called custom objects.

Fields :-
A field is like a custom Database column. It Store the data for our records. Objects are a
collection of records and records are a collection of fields.

Ex. Currency , Picklist, Autonumber, Text, Etc….

Object Relationship In Salesforce :-

Object relationship is used in Salesforce to create a link between two objects.

Relationships can be defined while choosing the data type. They are always defined in the child
object and are referenced to the common field in master object. Creating such links will help you
to search and query data easily when the required data is present in different objects. There are
three different types of relationships that can exist between objects. They are:

 Master-Detail
 Lookup
 Junction

Let us look into each of them:

1. Master-Detail Relationship (1:n)

Master-detail relationship is like parent-child relationship where, master represents a parent
anddetail represents a child in which master object controls some behaviors of the detail object.
Like whenever a Master object record is deleted then the detail object related to it also gets
deleted.

 Master-detail relationship can be defined between custom objects or between a standard

object and a custom object. The detail object automatically gets the security and sharing
settings given to the master object.
 Rollup summary fields can only be created on Master records, which are used to calculate
the sum, avg, min etc. of child records.
 We can't create a Master-detail relationship on existing records. To do that, we have to
create a lookup relationship for that record and then convert it into master detail.
 To convert a lookup relationship to a master detail the existing record should consist of
valid lookup field values.

Prepared By: Manthan Jain

xvii

Limitations:

 Only up to two master detail relationships are allowed for an object.

 You can have only Upto three levels of custom detail levels.

 We can't create a Master-detail relationship when the custom object already contains data.

 Each object is allowed to have one or two masters or up to 8 details.

 After converting a lookup field into Master-detail relationship, test your custom reports,

whether they are usable or not. Sometimes upon converting, the custom reports can become

unusable due to different standard report types.

2. Lookup relationships:-
Lookup relationship are used when you want to create a link between two objects, but
without the dependency on the parent object. You can think of this as a form of parent-child
relationship where there is only one parent, but many children i.e. 1:n relationship.

Few are the points you have to keep in mind when setting up a Lookup relationship.

 The lookup field on the child object is not necessarily required.

 The fields/ records in a child object cannot be deleted by deleting a record in the parent
object. Thus the records in the child object will not be affected.
 The child fields will not inherit the owner, sharing and security settings of its parent

3. Self-Relationship
This is a form of lookup relationship where instead of two tables/ objects, the relationship is
within the same table/ object. Hence the name self-relationship. Here, the lookup is referenced to
the same table. This relationship is also called Hierarchical relationship.

4. Junction Relationship (Many-To-Many)

This kind of a relationship can exist when there is a need to create two master-detail
relationships. Two master-detail relationships can be created by linking 3 custom objects. Here,
two objects will be master objects and the third object will be dependent on both the objects. In
simpler words, it will be a child object for both the master objects.

Prepared By: Manthan Jain

xviii

Some Important topics in Salesforce:-

1. Picklist :-
Picklists are menus that expand to give users choices. I’m sure you’ve seen picklists, and
probably even created a few by now. Picklists help simplify data entry and standardize values.
They guide users to the values they need and make data entry quick. They’re not ideal for long
entries, or values that are unique.

There are two types of Picklists in salesforce:-

Standard Picklists

Standard picklists are the ones that are included in your Salesforce org before any customization.

Custom Picklists
Custom picklists are the ones you create. You can add your own values and configure a custom
picklist’s behaviour.

Trialhead in Salesforce:-
Trailhead provides developers and administrators a guided, learning path through the key
features of Salesforce, using a set of interactive, online tutorials. A collaboration between the
Salesforce Developer Marketing and Doc teams, Trailhead launched at Dreamforce 2014.

Who can use Trailhead ?

Trailhead’s initial content is targeted toward beginning and intermediate users. Over time, we
plan to cover more advanced topics, so Trailhead is a useful resource for developers and
administrators at all levels of experience. The long-term goal of the Trailhead project is to
transform how customers learn to use Salesforce, by radically simplifying and redefining the
learning experience.

Some Important features of Trailhead are:

 Self-paced, online learning – you can learn what you need when you need it, by
choosing the appropriate trail. Trailhead applies the model of interactive learning made

Prepared By: Manthan Jain

xix

popular by websites such as Code School, Codecademy, Udacity, Treehouse, Coursera and
Khan Academy, to the goal of learning Salesforce.

 Learning paths –Trailhead content is arranged in a hierarchy, with three levels: trails,
modules, and units, and presented in a specific sequence, so customers have a predefined
path to follow, and don’t have to spend time deciding what to read and in what order.

 Modular and engaging content – each tutorial consists of short units, which can be
read in 10-15 minutes each. The content is designed to be simple, self-contained, and
directly useful, to maximize the value of the learning experience.

 Interactive assessments – at the end of each unit, you can take a challenge to verify
what you just learned, either by answering multiple-choice questions or performing
specific tasks in a DE org. On completing a challenge, you can click a button and get
instant feedback on whether you got it right.

 Gamification – we award points and badges on successful completion of units and

modules, respectively. The points and badges are displayed on your user profile, so you
can get recognition for your expertise.

Reports in salesforce
In any business reports are very important. Reports will provide clear picture to the
management. Management uses the reports to track progress towards its various goals,
control expenditure and increase revenue.

In Salesforce we can easily generate reports in different style. And can create reports in
very short time and also we schedule the reports. Salesforce provides a powerful suit of
analytic tools to help you organize, view and analyze your data.

In Salesforce we can Create 4 types of report formats

1. Tabula Reports: Simple listing of data without any subtotals. This type of reports
provide you most basically to look your data. Use tabular reports when you want a simple
list or a list of items with a grand total.

Prepared By: Manthan Jain

xx

Example: This type of reports are used to list all accounts, List of contacts, List of
opportunities…..etc

2. Summary Reports: This type of reports provide a listing of data with groupings and
sub totals. Use summary reports when you want subtotals based on the value of a
particular field or when you want to create a hierarchically grouped report, such as sales
organized by year and then by quarter.
Example: All opportunities for your team sub totaled by Sales Stage and Owner.

3. Matrix Reports: This type of reports allow you to group records both by row and by
column. A comparison of related totals, with totals by both row and column. Use matrix
reports when you want to see data by two different dimensions that aren’t related, such as
date and product.
Example: Summarize opportunities by month vertically and by account horizontally.

4. Joined Reports: Blocks of related information in a single report. This type of reports
enable you to adopt five different blocks to display different types of related data. Each
block can own unique columns, summary fields, formulas, filters and sort order. Use
joined reports to group and show data from multiple report types in different views.
Example: You can build a report to show opportunity, case and activity data for your
accounts.

Dashboard in Salesforce?

Dashboard is the graphical representation of the data generated by a report or multiple

reports. Dashboard component types can be charts, tables, gauges, metrics, or other
components that you can create with VisualForce.

Prepared By: Manthan Jain

xxi

Validation Rules in salesforce

Validation rules in salesforce contains a formula or expressions that evaluates the data in
one or more fields in a record to meet the standards and returns a
vale “True” or “False”. Validation rules displays error message to the user when the
Condition is “False”.

How Validation rules processes in Salesforce.

There are five types of Rules in salesforce and the priority of each rule is according to
their order. Salesforce processes rules in the following order.
1. Validation Rules.
2. Assignment Rules.
3. Auto-response Rules.
4. Workflow Rules.
5. Escalation Rules.

Validation Rules in salesforce are to enforce integrity constraints(conditions) against the

data. Here we give conditions in formula editor to meet our requirement. If one validation
rule fails, salesforce continues to check another validation rule contained in the field or
record and displays appropriate error message at that field or above the Record.

Important points to remember on Validation rules.

 If validation rules exist for activities and we created an activity during the lead
conversion. Here the lead converts but the task is not created in the activity.
 Campaign hierarchies ignore validation rules.
 Validation rules are made to run before creating records submitted through web-to-lead
and web-to-Case.

Prepared By: Manthan Jain

xxii

Validation rule fields restrictions.

Validation rule formulas don’t refer to the following fields in salesforce.
1. Compound fields.
2. Addresses.
3. First and Last names.
4. Dependent picklist and lookups.
5. Campaign static fields.
6. Merge fields for auto numbers.
7. Compound address fields (Mailing address).

Prepared By: Manthan Jain

xxiii

A.Significance of the training in Salesforce :-

Regulation of data:
Most of the company’s in the advanced tech savvy environment of today have adopted the use of
computers for handling the data in the company. Countless dashboards and reports are made and
forwarded everyday for the smooth running of the organization. The higher end of the salesforce
depends on accurate and reliable data from the lower end of the workforce for making accurate
and beneficial decisions for the company.

Better service to customers:

A user is always an asset when dealing with the customers of the company. When a customer
comes in with a complaint or doubt about your product and services he expects to be dealt with
immediately and not handed over the some other person over and over again due to lack of
knowledge of the person he asks for help. So for providing the better services to the customers
now a days cloud computing is the best way for that.

Regulation of the business process:

For smooth running of the different processes of the company it is necessary for every individual
in the cloud is aware of its working. This is possible only when they are provided with the
necessary information about the working of the process which is again possible when we have
right training. It is always advisable to keep record of the working of the process for future
training purposes.

Prepared By: Manthan Jain

xxiv

B. Company Profile:-
Company Name => Genx Soft. Technologies Pvt. Ltd.
TrainingId. => GXIN1612100289
Training Mentor => Mr. Ashish Kumar
Training Coordinator => Ms. Kavita Jangid
Email => hrd@genxsoftware.com
Website => www.genxsoftware.com
Address => 304, 3rd Floor, Mile stone Gandhi Nagar mode.
Branches of Genx. => Two (Gandhi Nagar and Pratap Nagar).

Prepared By: Manthan Jain

xxv

Chapter 2 –

Technology specification

CLOUD COMPUTING:-
Cloud computing is Web-based processing, whereby shared resources, software, and information
are provided to computers and other devices (such as smartphones) on demand over the Internet.

Cloud computing is a technology that uses the internet and central remote servers to maintain
data and applications. Cloud computing allows consumers and businesses to use applications
without installation and access their personal files at any computer with internet access. This
technology allows for much more efficient computing by centralizing storage, memory,
processing and bandwidth.

A simple example of cloud computing is Yahoo email or Gmail etc. You dont need a software or
a server to use them. All a consumer would need is just an internet connection and you can start
sending emails. The server and email management software is all on the cloud (Internet) and is
totally managed by the cloud service provider Yahoo, Google etc. The consumer gets to use the
software alone and enjoy the benefits.

Layers and Categories of Cloud Computing:-

These services are broadly divided into the following Layers and categories:

Layer: Client

Category: Cloud clients

Layer: Application

Category: Cloud applications or Software-as-a-Service (SaaS)

Layer: Platform

Category: Cloud platforms or Platform-as-a-Service (PaaS)

Layer: Infrastructure

Category: Cloud infrastructure Infrastructure-as-a-Service (IaaS)

Layer: Server
xxvi

Category: Servers

Cloud clients
A cloud client consists of computer hardware and/or computer software that relies on cloud
computing for application delivery, or that is specifically designed for delivery of cloud services
and that, in either case, is essentially useless without it. Examples include some computers,
phones and other devices, operating systems and browser

Cloud applications or Software-as-a-Service (SaaS)

Cloud application services or “Software as a Service (SaaS)” deliver software as a service over
the Internet, eliminating the need to install and run the application on the customer’s own
computers and simplifying maintenance and support. People tend to use the terms “SaaS” and
‘cloud’ interchangeably, when in fact they are two different things. Key characteristics include:

Network-based access to, and management of, commercially available (not custom) software.

Activities that are managed from central locations rather than at each customer’s site, enabling
customers to access applications remotely via the Web.

Application delivery that typically is closer to a one-to-many model (single instance, multi-
tenant architecture) than to a one-to-one model.

Centralized feature updating, which obviates the need for downloadable patches and upgrades.

Cloud platforms or Platform-as-a-Service (PaaS)

Cloud platform services or “Platform as a Service (PaaS)” deliver a computing platform and/or
solution stack as a service, often consuming cloud infrastructure and sustaining cloud
applications. It facilitates deployment of applications without the cost and complexity of buying
and managing the underlying hardware and software layers.

Thus Platform-as-a-service in the cloud is defined as a set of software and product development
tools hosted on the provider's infrastructure. Developers create applications on the provider's
platform over the Internet. PaaS providers may use APIs (application program interfaces),
website portals or gateway software installed on the customer's computer. Force.com, (an
outgrowth of Salesforce.com) and GoogleApps are examples of PaaS. Developers need to know
that currently, there are not standards for interoperability or data portability in the cloud. Some
providers will not allow software created by their customers to be moved off the provider's
platform.
xxvii

Cloud infrastructure Infrastructure-as-a-Service (IaaS)

Cloud infrastructure services, also known as “Infrastructure as a Service (IaaS)”, delivers
computer infrastructure - typically a platform virtualization environment - as a service. Rather
than purchasing servers, software, data-center space or network equipment, clients instead buy
those resources as a fully outsourced service. Suppliers typically build such services on a utility
computing basis and amount of resources consumed (and therefore the cost) will typically reflect
the level of activity. IaaS evolved from virtual private server offerings.

Thus Infrastructure-as-a-Service like Amazon Web Services provides virtual server instances
with unique IP addresses and blocks of storage on demand. Customers use the provider's
application program interface (API) to start, stop, access and configure their virtual servers and
storage. In the enterprise, cloud computing allows a company to pay for only as much capacity as
is needed, and bring more online as soon as required. Because this pay-for-what-you-use model
resembles the way electricity, fuel and water are consumed; it's sometimes referred to as utility
computing.

Server
The server’s layer consists of computer hardware and/or computer software products that are
specifically designed for the delivery of cloud services, including multi-core processors, cloud-
specific operating systems and combined offerings.

Models/Types in Cloud Computing :-

A cloud can be public, community, hybrid or private.

Public Cloud
A public cloud sells services to anyone on the Internet. (Currently, Amazon Web Services is the
largest public cloud provider.)

Public cloud services may be free or offered on a pay-per-usage model.

The main benefits of using a public cloud service are:

Easy and inexpensive set-up because hardware, application and bandwidth costs are covered by
the provider.

Scalability to meet needs.

No wasted resources because you pay for what you use.

xxviii

Community Cloud
A community cloud may be established where several organizations have similar requirements
and seek to share infrastructure so as to realize some of the benefits of cloud computing. With
the costs spread over fewer users than a public cloud (but more than a single tenant) this option is
more expensive but may offer a higher level of privacy, security and/or policy compliance.
Examples of community cloud include Google's “Gov Cloud”.

Hybrid Cloud
A hybrid cloud environment consisting of multiple internal and/or external providers “will be
typical for most enterprises”. By integrating multiple cloud services users may be able to ease the
transition to public cloud services while avoiding issues such as PCI (Payment Card Industry)
compliance. Another perspective on deploying a web application in the cloud is using Hybrid
Web Hosting, where the hosting infrastructure is a mix between Cloud Hosting for the web
server, and Managed dedicated server for the database server.

A hybrid storage cloud uses a combination of public and private storage clouds. Hybrid storage
clouds are often useful for archiving and backup functions, allowing local data to be replicated to
a public cloud.

Private Cloud
A private cloud is a proprietary network or a data center that supplies hosted services to a limited
number of people.

Private cloud (also called internal cloud or corporate cloud) is a marketing term for a proprietary
computing architecture that provides hosted services to a limited number of people behind a
firewall.

Advantages of Cloud Computing

Hosting your information on an outsourced system (that is maintained by a third-party) can
really free up space and cut costs. With cloud hosting, you can

Access your data at all times – not just while in the office

A physical storage center is no longer needed

Most have a pay structure that only calls for payment only when used

Relieves burden on IT Professionals and frees up their time in the office

xxix

Easily scalable so companies can add or subtract storage based on their own needs.

Disadvantages of Cloud Computing

If you are going to move all of your information to data centers situated outside your company,
then security should be of utmost importance.

Lost control comes with handing over your data and information

Depending on third-party to ensure the security and confidentiality of data and information

If your cloud host disappears, where does your information go?

xxx

Chapter 3

Project Description

2. Creation Of App
3. Add Objects and Fields.
4. Defining Relationship.
1. Creation Of App.:-
xxxi
xxxii

2. Add Objects and Fields

Fill the Entries

xxxiii
xxxiv
xxxv

FUTURE SCOPE OF SALESFORCE AND ITS PROJECTS:-

Salesforce career [Admin or Developer]!

 The roles you can play in Salesforce technology. Salesforce offers so many tools which
makes our life's easy while implementing the business requirement.

 The first technical role you have played in Salesforce platform is Admin Role. Admin is the
person who uses built-in feature of Salesforce platform, built-in features like workflow,
approval process, process builder, email templates and many more. These built-in features
will be useful while implementing the business requirement. It means admin has to do point-
and-click on Salesforce platform.

 The second technical rule is Developer, Developer role comes in a picture when any business
requirement can’t be beaten with the help of built-in feature, it means admin is not able to do
the task with point-and-click. Ensure customization is required and whenever any complex
business areas come we need to customize the code. A developer is a person who is going to
write that code using APEX as a back-end programming language and Visualforce as a front
end. The developer will implement the business solution.

 if any requirement comes to admin, Admin will analyze the problem and will try to
implement the solution. If the problem can't be able to handle with point-and-click, the admin
has to inform the business manager that this task should be handover to the developer. In the
same manner, the developer also got a task to implement, first, he has to analyze how much
part of that the task can be completed with help of the point-and-click. Now it’s up to you,
what technical role you want to play “Admin or Developer”. As per my understanding if you
are from the non-technical background you should choose Salesforce admin role, If you are
from a technical background and you think you are strong in programming, you should go for
developer role even you can start your journey with both the roles.

 As Salesforce is innovating day by day from large screens to mobile app it has everything
any organisation want. Improvements in updating technologies frequently makes it more
innovative and scope oriented. It satrted as the CRM but now it provides you an open source
plattform and flexibility to develop any application according to your need. Its flexibility and
focus on future predictions of problem keeps it ahead in the market and every three months
release make it to stay allways top in competition. Easy adoption, necessity of every
business, analytical practices and flexibility gives it a clear scope of growth.
xxxvi
xxxvii