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6. Salesforce Editions and Pricing

Awesome. Now, let's talk about the various different products that Salesforce offers for its variety of platforms. Go to salesforce.com under products. You can have an overall view of the products. Click on the products. Products? It will list down the various products that they offer across all the platforms—sales, service, marketing, and what not—and give a detailed explanation about all these products. It's very well given here. Of course, go through that. That will provide you with a thorough understanding of the various products that they provide for the various platforms available. Yes, all the details are out here. And if you're interested in knowing about the pricing, go to Pricing. And that, for example, is sales. And here, let me click to learn more. So this gives us the pricing information. So, when a company basically purchases a Salesforce CRM (sales for CRM products) for their business needs, what they actually do is purchase a CRM license. And when they purchase a CRM licence, they have a variety of options. The Essentials; Professional; Enterprise; Unlimited; and all these options come with different features. And yes, of course, Essentials come with a few fewer features when compared to all the other features that you get in Unlimited and Enterprise. So Essentials is more for small businesses, and it's only for up to ten users, while Professionals is for any size team. But for more value and more features, you need to go for Enterprise. And for Unlimited, you go for this unlimited version, and all of these are on a per-user, per-month basis. So basically, a Salesforce representative would be the best person for you to reach out to to learn more about the licences and which type of edition would best suit you. So, these are all the various editions that are available. Salesforce has three editions: Professional Edition, Enterprise Edition, and Unlimited Edition, and each company uses a different edition depending on their needs. And when we are talking about additions, all these additions are basically paid, which we very much see here. And on top of it, Salesforce has got another edition that is called the "Developer Edition." And the Developer Edition is completely free of charge. Salesforce has generously given this Developer Edition to us so we can learn and explore Salesforce. So the whole concept of the developer edition is to make POCs, to learn all by ourselves, to do our hands-on work, and to explore Salesforce to the maximum. So use the developer edition, create developer editions, create more and more developer editions for different purposes, and use it to the maximum. So whenever you learn a particular topic, go hands-on to explore that concept more, and it's free. There is nothing stopping you from doing that. All right, but for business purposes, because Developer Edition is for loners, right? For business purposes, Salesforce has got this variety of options, and as we saw, this is for the Sales Cloud. Similarly, try it for the other clouds as well. They have service clouds. Go for service, go for marketing, go for each of these platforms, and see what various options they have out there. So all the information that you need is given here. So all that we need to do is go explore and look for information. So if your company is based on any one of these platforms, then go to that particular platform. Understand about that, and yes, you very much have let's chat" option with the sales representative. Contact the sales representative, know more about the product, know if there are any restrictions out there, and know if that would really suit your business. They are very customer-friendly. Of course. It's the CRM product, right? So they are very much customer friendly.The customer support is amazing. Reach out to them, understand more about their licenses, understand more about their products, explain your business needs, and they would be the best person to tell you which edition you need to go with and what all the other features you need to add to enhance your business.

7. Setup your own Developer Edition Account!

Alright, now let's understand how to set up a Salesforce Developer ARC. First of all, what's a developer? The developer edition is unique among the Salesforce editions in that it is specifically used by developers and learners to understand Salesforce concepts, do some hands-on learning, and for any other POCs. And the most exciting thing that we note here is that it is completely free of cost. Exciting, right? Yes. Salesforce very generously gives us this free Developer Edition for us, as learners and developers, to enhance our knowledge of Salesforce. So this is a completely free, fully featured copy of the Enterprise Edition environment. However, with a little bit of restriction, comparatively less storage, and limited users Less storage, meaning about five MB of data storage, and limited users Only about two CRM licences were given to us with this developer edition. However. It is undeniable that this Developer Edition is extensively being used. Especially by developers who want to learn more about the Force.com platform, such as ourselves. and also by existing Salesforce.com customers with only a professional group or a personal edition. and who have no access to sandboxes. And also by the partners who intend to build a commercially available Force.com app. Maybe by using managed packages for uploading to an app exchange. So with all these, let's understand: how do we get ourselves signed up for one developer arc? So open your browser and go to Developer Salesforce.com.You can see a sign-up button. Hit that button automatically. It will take you to the signup page. Fill in all the details. And here, when you give your email address, make sure that it's a valid email address, because you'll be getting a confirmation email to this email address. And also, this will be the user name for your developer.org. And it should always be in this particular format, so have a note on that. And then once you're done giving all these details, hit "Sign me up." So once you hit "sign up," you'll be getting an automated email from Salesforce. Hit the Verify Account button. Once you do that, you'll be prompted by the screen to change your password. And once you're done changing your password, we are all done. Your brand new developer.org has been created. So now how do we access the.org that we just created? Go to your browser, go to login.salesforce.com, and give your username and password. The username is the one that you used during sign-up for developer.org, and the password is the one that you just reset. So give your username, give your password, and hit Login. When you log in, you'll be prompted with another screen to register your mobile number. I would recommend you do that because it comes in handy while resetting your security tokens. And once done, we are all set to learn about our brand new developer.org in the Lightning version. So this is the Lightning version, and if you want to switch to the Classic version, then go here. You have the option to switch to Salesforce Classic. Click on that. Yes, here it is. So this is the classic version of it. So you can very easily switch between the Classic and Lightning versions at any point in time. So here you have the option to switch to the Lightning experience. Click on that, which will take you to the Lightning Version. And again, yes, you can switch back to classic as well using this option. So you'll be able to toggle between Lightning and Classic. Awesome. This is how you create a brandnew developer Edition.org all for yourself, whichyou can use it for your lifetime. And this is how you switch between the Lightning and Classic versions.

8. Get an overview of Salesforce Standard Data Model

As a senior admin, it's important for us to have a good understanding of the Salesforce standard data model. What are all the standard objects that we have in Salesforce, and how are they related to each other? In fact, it may not be possible for us to have an understanding of all these standard objects, but the more we know, the better it is. This gives a good understanding of all the objects that we have and how they are segregated. Assume, for example, that Sales objects. The sales object includes accounts, contacts, opportunities, leads, campaigns, and the related objects, task and event objects, task and event support objects, cases, solutions, salesforce knowledge objects, documents, and user sharing profiles. So these are all the different categories that we have. And in each of the categories, we have the ERD diagram, an entity relationship diagram. And as I mentioned before, it may not be possible for us to have knowledge about all this, but at least we should have an understanding of the most commonly used standard objects in Salesforce. And as and when we work on real-time projects, the more and more we work, the more we learn. So we'll learn more about the objects and their relationships, as well as the other support objects and how they interact with other standard objects. The best way I would say forlearning this is using the Schema Builder. So if you go to Schema Builder, that gives you an option for all the objects. And if you want to pick some standard objects, custom objects, or system objects, So let me say it clearly: We do not have any objects as such. Now just pick those objects about which you want to know. Say, for example, accounts, campaigns, or cases. If you see this, this is how the relationship is going to be. And if you want to include one more object, say, for example, contacts. So this is how the objects are related like this, youcan keep adding objects and you can learn about them. And as I mentioned earlier, it may look like a lot of information is out there, but the more and more we work with a Salesforce application, the more we learn about these objects. And honestly, I would say as a senior administrator, it is really important for us to understand and have good knowledge about at least the most commonly used standard objects like accounts, contacts, contracts, leads, opportunities, and cases, which are very commonly used in any Salesforce.org. I would say at least those most commonly used ones. Get an understanding of that; that will really help you in your day-to-day administrative activities.

Extending Custom Objects and Applications : Custom Objects and Considerations

1. Section Overview

Congratulations on completing the introductory part of the course. Let's move towards learning the technical concepts for advanced admins. The very first section that we are going to talk about is extending custom objects, objects, and relationships. So let's take a look at the Exam Guide. Here I am at the Salesforce trailhead. I'm in the advanced administrator track. Click on "Get the Exam Guide." This gives you all the details about the exam. Let's go straight to the section that is about extending custom objects and applications. And as you see here, the weight for this section is 8%, meaning that you will get around four to five questions of the total 60 questions from this section extending custom objects and applications. And in the Exam Guide, we have a description for every section. We have ten sections in total, and for this section specifically, they have given the appropriate use of relationship types when building custom objects. master detail and look up.

2. Extending Custom Objects and Applications : Introduction

Alright. AlrightSo now that you have a good understanding of the overall course, the course flow, and also our learning methodology, it's time for us to jump into the technical concepts, right? Yes. So as part of the technical content, the first section that we are going to learn about is extending custom objects and applications. As a senior administrator, you should have a good idea of what the course is about based on the title, right? Yes. So this course is all about custom objects and relationships that we have in Salesforce. In fact, there is a reason why I chose this particular section to be the first section of our advanced administration course. The reason is that a data model forms the basis for any CRM application. All right? And from there, once we build our data model, we further expand and enhance our application. So in this section, first we'll be designing our data model. We'll be deciding on what all the objects are that form a part of our data model and how the relationships are going to be among those objects. Once we design our complete data model, then we will learn about the different types of relationships that we have in Salesforce and how we apply those relationships to the objects that we have created. So basically, the custom objects and the various relationships that we build and create in this particular section form the foundation for us to learn the upcoming sections. So we'll design our data model, and then we'll create and build this data model in Salesforce. We'll do all the custom objects, the fields, and the relationships between them. And this data model that we build in Salesforce forms the base for us to further learn about the upcoming sections that we have in our course. So that is the exact reason why we chose this particular section to be the first section. And later on in the next section, we'll learn about security, meaning how we can apply more security to the records and fields that we have already created in section one. And then we learn about automation, meaning how we can automate the processes that we already have. So this section is going to be all about creating a data model, then the custom objects, and also the different types of relationships that we have in Salesforce. But as a senior administrator, the most important part of learning this particular course is all about the considerations. I can give you some examples, such as lookup relationships, master details, and many-to-many relationships. We already have learned these conceptsin our basic Admin course, right? So as an Admin, now that you know whatis a look up, you know what is masterdetail, you know what is many too many. But as a senior administrator, just knowing the concept is not sufficient. You should know the considerations behind that. So what if this happens in this particular relationship? What if this is not working in a certain relationship? And what about a different field type? What if I encounter an issue with this? And what are all of the constraints in Salesforce? What are all the limits that we have? So all these considerations you need to understand. So that is the beauty of a senior Admin. So as a senior admin, we should go one level higher and understand the concepts in depth. So on top of understanding the different types of relationships that we have, I have included the considerations that we need to note in each and every relationship and also custom objects. So let's get started and dive deep into the advanced admin concepts.

3. Understanding the Enterprise data model - Field of Education

understanding the data model. Alright, now let's understand the data model that we are going to work with for this particular section, wherein we are going to understand the in-depth concepts of custom objects and the various object relationships in Salesforce. I've taken an example of a data model that applies in the field of education. As we all know, in the past few decades, educational institutions have really started using ERP systems for integrating and optimising their business processes. One main reason for me to choose this data model is that I felt all of us could relate ourselves to this data model.because all of us are learning Salesforce. We're all on the learning curve, so I thought it was more applicable to us. The other main reason is that this particular data model is pretty simple and straightforward. The structure is very easy to understand, so we can directly jump into the technical part of it. From a technical standpoint, when we consider this educational platform or learning platform, we should first consider the major entities that come to mind when we consider educational institutions. What are all the major entities that come to your mind? Definitely Courses. Every single education institution has numerous courses to offer. And there must be takers among the students. So there will be a number of students associated with that educational institution, and instructors, of course, will be teaching those courses. And then there are many other optionalities, say, for example, extracurricular activities. That is optional, right? So these are some of the major entities that come to mind when we think of that education platform. So, considering all this, I have designed a simple data model with these major entities to help us understand our technical concepts. So the entities that I have chosen are courses, students, instructors, departments, extracurricular activities, and enrollments. However, there are definitely no limitations. So, please feel free to choose as many entities as you want. The more entities you choose, you will end up creating more objects in the application, so that will still enhance your learning and Salesforce. So yeah, please go ahead and choose as many entities as you want. But for this particular section, the section on custom objects and applications, I have chosen these major entities. And as you can see here, for every entity here, for example, courses, these are the various fields that I have chosen that are applicable to courses and students: instructors, departments, extracurricular activities, and enrollments. So every entity, or in Salesforce term,every object has got numerous fields witha field type marked against it. So when we talk about field types, we know Salesforce offers many different types of field types. So make sure that you mark every single field type, at least for one of the fields in one of the entities. Thereby, we'll get to know the characteristics of that field type, how that works for that particular entity, and even try to choose the uncommon ones, for example, geolocation. You do not see geolocation in every single entity or every single project. So choose geolocation. Choose a text area text area long and rich This is a good opportunity for us to learn more about that specific field type because you are more likely to encounter these uncommon field types in advanced admin certification and even exams. So this is a good learning opportunity for us. So at least one single field type choose in anyone of the entity say for example like text areatext area rich even text encrypted like this for examplehere text encrypted text area rich text area long URL every single field type, try to map every single field type possible to any one of the fields. at least one of the fields in one of the entities that you have created. Similarly, both lookup and master detail attempt to determine the relationship between the objects and then create both the lookup and master detail relationships. Like the fields and the field types,the relationships is also very important. Try to mark the master detail relationships and the lookup relationships. Try to understand the relationship between two entities and decide whether it has to be a master detail or a lookup. So based on that, I have created a small relationship diagram that will help us understand more about the relationship between all these six entities. So this is the high-level relationship diagram between the entities that we have chosen, and as you know, the red relationship is a master detail relationship, which in turn says that it's mandatory, and the blue ones are the lookup relationship. In fact, this colour coding is generalised as the standard Salesforce colour coding, even in the schema builder. when you open up the schema builder and seethe relationship between objects, you will see something similarbut there like you'll have all the fields listedout but just that like I've given boxes outhere but otherwise it is pretty similar. You have all the entities out here and all the relationships between the entities. These ones are the red ones are the MasterDetail and the blue ones are the Lookup relationship. Perfect. Now that we know what entities will be created, what fields will be associated with each entity, what field type will be used, and what the various relationships between the entities will be, whether it is a mandatory, master detail, or loosely bound lookup relationship, So when we have decided upon all these, what's the next step? Of course, we have to go and create them in the Salesforce application. So now let's go ahead and create all these entities, the fields, and the relationships in Salesforce that will form the basis for us to understand the technical concepts behind it.

4. Creating Custom Objects and Tabs

Alright, so now that we have our data model designed and ready, it's time for us to recreate that data model, which is on paper, in our brand new Salesforce application. Let's take a quick look at our data model. We have six entities here. courses, students, instructors, departments, extracurricular activities, and enrollments. So, for recreating this data model in the Salesforce application, step one would be to create these objects in Salesforce. So the entities that we talk about get created as objects in Salesforce. So first of all, we have to create all these entities with all these fields with the matching field types. Let's go one by one. First. Is the course an object? Let's pick this particular object and create it in Salesforce. So to create this custom object, open the Salesforce application. This is a brand new Salesforce developer.org that we created especially for this project. Go to "Set up Search for Objects." I'm confident you have the knowledge to create these custom objects in Salesforce Classic because we covered it in depth in our basic Admin Certification course. However, this is just a quick recap. So hit the New Custom Object button. This opens up the page for creating the new custom object. So, given all the details, I have filled in all the details; now for the label, the plural, and the description. Giving a description is a must. Any Salesforce component, any custom component that we create—associating a description with that is a must, and it's mandatory. and it's a recommended practise that we have in Salesforce. In fact, for that matter, I would say any ERP or CRM. It is always a recommended practise to attach a description to any component that is being created, which gives good knowledge about that particular component to other team members as well. So, give a meaningful description here and let the standard field be the close name. And I am having it typed as a text. It can be text or auto number as we know. But here, let me stick with the text because I would have liked to have the course name here for optional features. Yes, reports, activities, tracking, and field history along with Chattergroup are optional, and then it is deployed. And let's also create a tab for this because, anyway, we would need the closest object in the UI. So let me also create a tab for this particular customer object and hit the save button. So once it is done, it is like showing us the page for creating the custom tabs. so you can choose any custom tab style. Next profiles. Let me just leave it with the defaults for now. Let me leave it with the defaults. Perfect. Now that our first custom object, which is the Courses object, is created, And as we can see, this Courses object is also available on the tabs because we created a custom tab for that as well. So this is the object definition page. custom object courses. And this pretty much gives us an idea of the whole custom object. and this gives the details. The only standard field—that is, a name field—that we have is a text field. As of now, there are no custom fields, no relationships, no validation rules, and no triggers. This is a pretty brand-new custom object page layout. This is a standard layout that gets created for every object, and that is their search layout. Pretty much everything is standard because this is the custom object that we just created and we haven't made any other modifications to that. All right, so this is our first step, and we have successfully completed that. What is that? creating the custom object. Similarly, we are going to create all the other custom objects and associate them to the tabs so that we can see them in the UI. And not only that, we are going to create fields for every single object that we create and match it with that corresponding data type as per this particular data model that we have in place. Once we are done creating all these object fields and the related field types, we are also going to load some sample data so that we can have some data to play with and thereby learn the concepts. So now let's create the other, or perhaps fifth, custom object without the fields, and creating the fields with separate fieldtypes will be discussed in the coming sessions. Thank you. Bye.

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