First Step towards Salesforce Series : Chapter 3

Salesforce Architecture

Sharing Is Caring in the Multitenant Cloud.

 

Salesforce provides a core set of services to all our customers in the multitenant cloud. No matter the size of your business, you get access to the same computing power, data storage, and core features.

Metadata

Common definition we have heard is data about data.However in reality When our friends at RealEstate use Salesforce, they input and view data about properties. 

For example, a property (Object) can be located in Boston, cost $500,000, and have 3 bedrooms.

If we remove remove data from above we are left with Property object along with all its fields, like address, price, and number of bedrooms. You can also have page layouts, security settings, and any other customizations you’ve made. All of these standard and custom configurations, functionality, and code in your org are metadata.

 

Reference:

Salesforce.com / Youtube

Helping Video:

https://www.youtube.com/watch?v=di6iwHhrH6s

https://www.youtube.com/watch?v=46zV27umBuo

First Step towards Salesforce Series : Chapter 2

 Basic terms and business cases in Salesforce

Some of  you might be from Java,C# or any other language. Some of you might be from a non technical background.This Blog post is to let you guys understand about salesforce basic terms and there usage.

Scenario 1 :

There is a requirement of your company , Through salesforce they want to sell / rent property in different city under different owner.They want to automate the whole process using salesforce.

Scenario 2 :

There is a requirement of your company , Through salesforce want to built a school management system to automate different process which include test,result,attendance using salesforce.


Solution : For the above 2 scenarios if you are Java guy I know you can easily create a system which does the same.And for non technical I know you can use MIS or related to do the same. Now I will guide you what are the basic terms and how you can relate the same using the above scenarios.

Solution of Scenario 1 :

What will be the entity in the scenario 1 , There will be  owners having different property and each property will have different attribute i.e bathroom/kitchen.

While implementing any business process in salesforce , First of all we need to understand the business process and then start working towards the solution.

To start automating the process most basic entity i.e needed is object.So if you are building a school management system you need database which consist of tables , fields and records on which you will build the whole process and do manipulation.

For example in the case of School Management System :

Database Name:
School.

Tables (Object in Salesforce) :
Student , Subject , Classes,Teacher,Result

Fields :
In Student table fields could be :
First Name, Last Name, Age, Sex, Country,State,City.

And for Subject table Field could be :
Name , Language , Minimum Percentage marks etc

Records are the rows inside table.

Student table have record:

    First Name : Ritesh LastName : Jaiswal , Age : 29 , Sex: Male , Country : India , State : Delhi

    First Name : Amit LastName : Gupta, Age : 29 , Sex: Male , Country : India , State : Delhi

Salesforce Object
Salesforce objects are database tables that permit you to store the data specific to an organization.

Salesforce objects are of two types:

    Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com, such as users, contracts, reports, dashboards, etc.

    Custom Objects: Custom objects are those that are created by users. It supplies information that is unique and essential to their organization. It is the heart of any application. It provides a structure for sharing data.

 It’s important to understand what a database is in the context of Salesforce. When we talk about the database, think of a giant spreadsheet. When you put information into Salesforce, it gets stored in the database so you can access it again later. It’s stored in a very specific way so you’re always accessing the information you need.

    An app in Salesforce is a set of objects, fields, and other functionality that supports a business process. You can see which app you’re using and switch between apps using the App Launcher (App Launcher icon).

    Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property/school

    Records are rows in object database tables. Records are the actual data associated with an object. Here, the 211 Charles Street property is a record.

    Fields are columns in object database tables. Both standard and custom objects have fields. On our Property object, we have fields like Address and Price.

Other use cases of Salesforce Platform:

Reference:
Salesforce.com
Youtube.com

Helping Video:

https://www.youtube.com/watch?v=di6iwHhrH6s

https://www.youtube.com/watch?v=46zV27umBuo

First Step towards Salesforce Series : Chapter 1

Salesforce Platform Basics (Chapter 1)

In this series I will start from basic to expert in series of blogs helpful for both admin as well developer.There will be a helpful trailhead link as well as video for better understanding and practice.

I know many of you have heard that Salesforce is just a CRM which stores the data and gives you processes to nurture prospective customers, and provides ways to collaborate with people you work with.

 

But wait guys its not that simple.Salesforce comes with a lot of standard i.e out of the box functionality which helps in defining your business. Here are some common things businesses want to do with Salesforce and the features we give you that support those activities.

 

But Salesforce doesn't stops here. It not only contains the above standard feature but it also helps you in customizing the whole application according to the business need. For example : 

#1 Automation of your Real estate business

#2 Automation of your telecommunication, healthcare company etc

Before going further I want to let you guys complete the below trailhead module and we will proceed further after that.

In simple term any kind of application that you want to built to automate your business including the standard sales , support or marketing.You can automate the same using Salesforce .

Reference:

Salesforce.com / Youtube

Helping Video:

https://www.youtube.com/watch?v=di6iwHhrH6s

https://www.youtube.com/watch?v=46zV27umBuo

Einstein Optical Character Recognition

Salesforce have introduced new Einstein Services to build custom AI for their business.

Einstein Optical Character Recognition (OCR) leverages computer vision to analyze documents and extract the relevant information, making repetitive tasks like data entry more efficient.

What is OCR ?

Electronic/Mechanical conversion of images , hyped or printed text into M/C encoded text which works for scanned or photos from document.


For example, a developer can build OCR into a Lightning Web Component to enable sales reps to easily upload a business card from a prospect and automatically analyze the unstructured data from the image file, translate that data into text and extract information that can then be updated in the corresponding Salesforce record.

Previous companies providing OCR Services : 

• Google:  https://cloud.google.com/vision/docs/ocr
• MS : https://marketplace.visualstudio.com/items?itemName=Erik-WINSOFT.OCRNET

Use Cases of OCR :

• Invoice Reading
• Business / I Card Reading 
• Contract Reading
• Automation of calculation by documentation and save time.

Current Status of OCR by Salesforce :

• Presently in Pilot (Refer https://help.salesforce.com/apex/HTViewSolution?id=000194013&language=en_US). Reach your AE for POC.
• Part of Apex AI services
• Apex AI Services are present in AITool Namespace.
• Present in Unmanage Package

Kind of Images OCR works in :

1. Images containing Text.
2. Handwritten not supprted yet.
3. Support JPG/PNG
4. Max size 5 MB.
5. Read upto 250 words.

How it works ?

1. AI Tool ML Service class in red comes from unmanage package.
2. From there it reads the characters automatically and salesforce the same in description object . The below class can be called directly from trigger which comes from the unmanage package under pilot program.

Previously Working Example:

https://springml.com/blog/using-salesforce-and-google-cloud-to-build-ocr-app/

Reference :

Salesforce.com

Youtube.com (Salesforce Developers)