Application, List View,objects, fields,Record



 



What is Application?


In Salesforce, an "Application" refers to a logical grouping of custom components, objects, tabs, and other elements that are designed to work together to serve a specific business purpose. Salesforce provides a highly customizable platform, and applications allow users to create tailored interfaces and functionalities for different user groups or business processes.


What is an Object in Salesforce?


In Salesforce, an object is a fundamental data structure used to represent a specific type of business entity or data. Objects can be thought of as database tables that store records (also known as rows) and fields (also known as columns) representing attributes or properties of those records.


Salesforce provides standard objects that come pre-built with the platform to support common business functionalities such as accounts, contacts, leads, opportunities, cases, and more. These standard objects are customizable to a certain extent to fit an organisation's specific needs.


Each object contains a set of fields that define the attributes and properties of the records it holds. These fields can be of various data types, such as text, number, date, picklist, and more, and they allow users to input and store relevant information for each record.


What are types of objects?


In Salesforce, there are two main types of objects: Standard Objects and Custom Objects.

Standard Objects: Standard Objects are the built-in objects that come pre-configured with Salesforce. They provide core functionalities and represent common business entities. Some examples of standard objects include:

Account: Represents a company, organisation, or individual that your business deals with.

Contact: Represents an individual associated with an account.

Lead: Represents a potential customer or prospect.

Opportunity: Represents a potential sale or deal with an account.

Case: Represents a customer support issue or ticket.

Campaign: Represents marketing campaigns used to promote products or services.

Custom Objects: Custom Objects are objects that we create to store data specific to our organisation's unique needs and processes. 

With custom objects, we can extend Salesforce to capture information tailored to our business. 

For example, if your business has a unique process for managing projects, you can create a custom object called "Project" with fields relevant to your project management workflow.

Custom objects are highly flexible and can be used to track various types of data, such as assets, events, orders, tasks, or any other specific entity that your business requires.



What is tab?


In Salesforce, a tab refers to a user interface element that provides access to a specific object or application within the Salesforce platform. 


Tabs are displayed at the top of the user interface and are used to navigate between different objects and functionalities.


There are two main types of tabs in Salesforce:


1. Standard Tabs:

Standard tabs represent standard objects and functionalities that come pre-built with Salesforce. Some common standard tabs include:


Home: Provides an overview of important information, recent records, and customizable dashboards.


Accounts: Allows users to view and manage accounts.


Contacts: Allows users to view and manage contact records associated with accounts.


Opportunities: Provides access to the opportunity records representing potential sales deals.


Leads: Allows users to view and manage lead records representing potential customers or prospects.


Cases: Provides access to customer support cases or tickets.


  

2. Custom Tabs:

   Custom tabs are created to access custom objects, custom applications, or external web pages within Salesforce. They allow users to access and interact with data and functionalities specific to an organisation's unique needs.

   

   For example, if a company has created a custom object for "Projects," they can create a custom tab named "Projects" to give users easy access to view and manage project records.


Tabs can be customised to control their visibility and availability to different user profiles and roles. Administrators can also control the order in which tabs appear in the Salesforce user interface to prioritise the most frequently used tabs.




What is a Field?


In Salesforce, a field is a fundamental component of an object used to store data representing specific attributes or properties of a record. Fields define the type of information that can be captured for each record and help organise and structure the data within Salesforce.


Fields can store various types of data, including text, numbers, dates, picklist values, checkboxes, and more. Each object in Salesforce is made up of a set of fields that define the properties of the records associated with that object.



Fields are essential for capturing and managing data in Salesforce and play a crucial role in various functionalities, including reporting, searching, and automation.




What are Different Types of Field?


In Salesforce, there are several types of fields that can be used to store different types of data. The available field types include:


1. Text:

   - Text: Used for alphanumeric characters and short text values. Maximum length can be defined (e.g., 255 characters).

   - Text Area: Allows for longer text values and supports multiple lines of text.

   - Long Text Area: Similar to Textarea but can store more characters (e.g., up to 32,768 characters).


2. Number:

   - Number: Used for storing numerical values, both whole numbers and decimals.

   - Currency: Specifically used for storing currency values, with automatic formatting based on the user's locale and currency settings.

   - Percent: Used for storing percentage values.


3. Date and Time:

   - Date: Used for storing date values without time information.

   - Date/Time: Used for storing both date and time values.

   - Time: Used for storing time values without a date.


4. Picklist:

   - Picklist: Allows users to select one option from a predefined list of values.

   - Multi-Select Picklist: Allows users to select multiple options from a predefined  list.


5. Checkbox:

   - Checkbox: Used for capturing boolean (true/false) values.


6. Formula:

   - Formula: A read-only field that calculates its value based on the values of other fields or using specified expressions/formulas.


7. Lookup Relationship:

   - Lookup: Allows you to create a relationship between two objects. The field stores a reference to a record in another object.


8. Master-Detail Relationship:

   - Master-Detail: Creates a parent-child relationship between two objects, where the child object record is considered a detail of the master object. Deleting the master record will also delete its related detail records.


9. Hierarchical Relationship:

   - Hierarchy: Used in custom objects to create a hierarchical relationship between records within the same object.


10. Email:

    - Email: Specifically used for storing email addresses.


11. Phone:

    - Phone: Specifically used for storing phone numbers.


12. URL:

    - URL: Used for storing website or webpage URLs.


13. Geolocation:

    - Geolocation: Allows for the storage of latitude and longitude values for locations.



What is a Picklist ?


In Salesforce, a picklist (also known as a dropdown list) is a type of field that allows users to choose one option from a predefined list of values. Picklists are commonly used when you want to limit the input options for a particular field to a specific set of choices, ensuring data consistency and accuracy.

When you create a picklist field, you define the list of values that users can select from. Users can then choose one value from the list when entering data for that field in a record. The selected picklist value represents the choice made by the user for that particular record.


For example, let's say you have a custom object called "Blood Donor" with a picklist field named "Blood Group" You can create a list of values for the "Blood Group" picklist such as "A+",”B+”,”O+”,”AB+” and "AB-." When users create or edit a "Blood Donor" record, they can select one of these predefined categories from the picklist.

What is the Global Picklist?

A global picklist is a reusable picklist that can be shared across multiple objects. Instead of defining the picklist values separately for each field, you create a global picklist and then associate it with multiple fields on different objects. This approach ensures consistency in picklist values across related objects.



What is AppExchange?


AppExchange is Salesforce's official marketplace or ecosystem for third-party applications and services that integrate with the Salesforce platform. It functions as a centralised hub where Salesforce users can discover, test, and install a wide range of pre-built applications, components, and consulting services developed by independent software vendors (ISVs) or Salesforce partners.







What is Meta Data ?


 Metadata is data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When you add a record with a customer’s contact information to an Account, you are adding metadata and data. Field names, such as first name and last name are metadata.



 What is Multitenant Architecture ?


Multi-tenant architecture is a software design pattern in which a single instance of an application or software system serves multiple clients, often referred to as tenants or customers, simultaneously. These tenants may be individuals, organisations, or different user groups that share the same application but are logically isolated from one another. The primary goal of a multi-tenant architecture is to efficiently utilise resources and provide a cost-effective solution for serving multiple clients.



 What is a Managed And Unmanaged Package ?


Unmanaged packages


Unmanaged packages are typically used to distribute open-source projects or application templates to provide developers with the basic building blocks for an application. Once the components are installed from an unmanaged package, the components can be edited in the organisation they are installed in. The developer who created and uploaded the unmanaged package has no control over the installed components, and can't change or upgrade them. Unmanaged packages should not be used to migrate components from a sandbox to production organisation. Instead, use Change Sets.


Managed packages


Managed packages are typically used by Salesforce partners to distribute and sell applications to customers. These packages must be created from a Developer Edition organisation. Using the AppExchange and the License Management Application (LMA), developers can sell and manage user-based licences to the app. Managed packages are also fully upgradeable. To ensure seamless upgrades, certain destructive changes, like removing objects or fields, can not be performed.

Managed packages.






What is List View?


In Salesforce, the term "List View" refers to a feature that allows users to view and manage a filtered set of records from a specific Salesforce object (such as Leads, Contacts, Accounts, Opportunities, etc.). List views provide a customizable and organised way to display records based on predefined criteria, making it easier for users to find and work with relevant data.


Reference Link


https://help.salesforce.com/s/articleView?id=sf.custom_tab_overview.htm&type=5





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