Create your app

Note: don't get confused with mobile app. This is not a mobile app.

A Salesforce app is a bundle of objects. E.g. if you are making a recruiting app then candidates, vacancies, applications would be objects in your recruiting app. Based on the subscription you purchase there are ready-made apps comes with Salesforce such as Sales, Marketing, Services etc.

To create your app, follow these steps:

1. Search Apps in quick find box. Click on Build => Create => Apps.
2. Click on New.
3. Select Custom app which is a default option already
4. Go through each step carefully
5. Enter name (e.g. MyApp) and other details like which objects to be shown, profile visibility etc.
6. In visible section, select for all.
7. Finally Save.
8. Now go to the app drop in right top and select you app. Refer to screenshot

Comments

Post a Comment

Popular posts from this blog

Field Level Security

For example you have sales team having sales profile assigned to all sales members. A particular field has full read write access in this profile but you don’t want couple of users see that field. This can be achieved by Permission Sets. 1. Create a profile having access to that field. 2. Assign that profile to your sales users. 3. Create a permission set where you remove read write access for that field. 4. Assign permission set to those two users. Create permission sets Let see how to create above permission set. 1. Under manage users go to permission sets. 2. Click on New. 3. Enter name and label. Provide Salesforce license e.g. Salesforce platform. 4. Go to Object Settings. 5. Select object name e.g. Accounts. 6. Click Edit. 7. Under field permission section untick read and edit access. 8. Save. Assign permission sets to users 1. Under manage users go to users. 2. Click on a user name. 3. Click on permission set assignments. 4. Edit assignments. 5. Add re...
Read more

Role Hierarchy

Image
Role defines the hierarchy in an organization where user higher in the hierarchy has all access enjoyed by the users lower in same hierarchy. E.g. a user with role as VP marketing will have full read write access to all records owned by user down the line. Role and Profile are two settings which define the access you have in your organization. You can create new roles by going to manage Users => Roles. These roles are then assigned to users.
Read more

Start with salesforce

How to install Salesforce? It is cloud based application so nothing to download or install in your system. Just create your account on https://developer.salesforce.com You can create multiple accounts using single email address by giving different usernames. Sometime email address verification email lands in spam folder. Make sure you check there too. After login, by default you land on lightening experience UI which is newly launched UI. For learning purposes switch to Classic experience. Now go to your developer account and then Click on Setup in top right corner. You’re now ready to start your customization. If you are lost and not able to find your work area, just select My Developer account.
Read more