Salesforce with Ankit

Welcome to Salesforce with Ankit blog. Today we will cover some basics and introductory concepts related to Salesforce.

1. SaaS: (Software as a Service) – SaaS is cloud computing model that allows users to access software applications over the internet.
2. Multi-tenancy: Multi-tenancy is a software architecture that allows multiple customers to share a single instance of an application. Each customer is called as a tenant.
3. Salesforce Database –
   • Each Salesforce organization, or tenant has a unique orgId.
   • This unique identifier is used by Salesforce to physically partition the underlying data to both assist in performance but also querying and scalability.
4. Metadata – Data about data.
5. Objects and fields –
   • Objects and fields in Salesforce are analogous to tables and columns in other databases but importantly not created as a separate tables in the underlying database.
   • For now, objects are like tables and are the entities about which we store the data. For example: accounts & contacts
   • Each object in Salesforce has a label such as Job and API Name or developer name. For custom objects __c suffix is added in label to form API name. Same naming convention followed for fields.
6. Permissions and Sharing –
   • Salesforce controls access to data through two mechanisms, permissions and sharing.
   • Permissions are focused on what you can do with different objects and follow the standardized CRUD model.
   • Permissions are assigned through Profile and Permission Sets.
   • Sharing focuses on what records you cab see and use these permissions upon.
7. Clicks to code –
   • Salesforce has declarative tools namely Flow and Process Builder.
   • Code runs faster in compare to tools.
   • There are three declarative tools: Workflow Rules, Flows & Process Builder.
8. Workflow Rules –
   • Workflow rules are powerful tool to manage small updates to a record on save. You can also create email alerts, tasks and send outbound messages using workflow rules.
9. Flow –
   • Flow is powerful drag and drop programming tool from Salesforce that enables you to draw flow diagram that Salesforce then interprets into code to run.
   • You can define variables, logic and loops, that enables you to do a lot of simple trigger tasks.
   • You can also implement screen flow that define simple to use wizard-style user interface.
   • Performance, bulkification, and manageability is where apex takes edge over flow.
10. Process Builder –
    • Process builder is abstraction of the flow automation tool.
    • Primary limitation for process builder is bulkification and order of execution.

Thank you for reading till end of the article, in next article we will discuss about what is Apex and will learn some basics related to coding in Apex.