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Getting Started with Salesforce: A Comprehensive Overview

Published Date

March 21, 2024

Read

6 minutes

Written By

Sachin Shah

Are you ready to embark on a journey into the world of Salesforce? Whether you're a business owner looking to streamline your operations, a sales professional aiming to boost productivity, or an aspiring developer seeking new opportunities, Salesforce offers a powerful platform to meet your needs. In this comprehensive guide, we'll walk you through the basics of Salesforce and help you get started on your path to success.

What is Salesforce?

Salesforce is more than just a CRM program—it's a cloud-based platform designed to simplify business processes, generate leads, facilitate transactions, and nurture customer relationships at scale. At its core, Salesforce aims to fortify business connections, broaden company reach, and drive growth.

Exploring the Salesforce Architecture

The Salesforce architecture can be envisioned as a layered structure, with each layer offering distinct features and functionalities. Below, we elaborate on each layer:

Salesforce Architecture

Multi-Tenant Architecture

Salesforce's multi-tenant architecture allows many businesses (called tenants) to share an identical version of the software and infrastructure while maintaining the security and isolation of their data. Because of multi-tenancy, any developer can develop an application, upload it to the cloud, and easily share it with multiple clients or groups. Utilizing shared servers and applications among multiple users results in significant cost savings. In Salesforce, this multi-tenant architecture saves all customers' data in a single database.

Meta- Data

The Salesforce platform adheres to the metadata development model. The metadata means data about the data. Salesforce stores both metadata and data in a shared database, encompassing not only the actual data but also information about the data itself.

API

The metadata-driven approach of Salesforce enables developers to swiftly create applications using various tools. However, in certain instances, developers may require additional functionalities to tailor their apps and implement modifications. To make such modifications, Salesforce provides powerful APIs. These APIs facilitate developers in customizing the Salesforce application by enabling different pieces of programming to interact with one another and exchange data.

Terminologies of Salesforce Architecture

App

There are no app-specific metadata elements, such as objects, visual force pages, classes, or the like. Instead, an application assists in visually organizing items by offering a clustered tab interface. Achieving the same outcome across multiple applications is feasible, even though the internal metadata is unrelated to the application.

Instance

Upon logging into Salesforce, you encounter an instance of the Salesforce application. This instance comprises the hardware and other specifications tailored to a specific Salesforce organization. It's feasible for numerous Salesforce instances to coexist on a single server. Salesforce adjusts accordingly when a user logs into a specific region.

Superpod

Superpod encompasses a configuration of systems and stack balancers, incorporating outbound proxy servers, network and storage infrastructures, mail servers, and related components.

Org (Organizations)

Every trial initiated on salesforce.com or developer.force.com generates a new org. Orgs boast exceptional flexibility and feature precise security and sharing configurations. The user interface and workflows within the salesforce.com CRM interface exhibit significant variability. Moreover, users have access to custom APIs.

Sandbox

Salesforce simplifies the creation of multiple sandboxes by copying metadata from your production org to the sandbox org. You can replicate your production org across various environments as needed. The four types of sandboxes available include Developer Sandbox, Developer Pro, Partial Copy, and Full Sandbox.

Organization-Wide Sharing Defaults

Organization-wide defaults (OWD) dictate the default access behavior for all records of a specified object (e.g., Accounts), determining how users without ownership of the record can access it.

Role Hierarchy

In an organization, different job roles have different record access requirements and on that basis, access is being assigned. An organization has roles from higher to lower hierarchy where the higher role has more access than the lower level.

Sharing Rules

Ownership-based sharing rules empower administrators to distribute records based on role, role-and-subordinate, and public group ownership.

  • Ownership-based sharing rules
  • Criteria-based sharing rules
  • Guest user sharing rules

Manual Sharing

Manual sharing offers a means to share individual records with others, accessible through the Sharing button on the record details page. End-users can utilize this feature to share specific records with others as needed.

Governor Limits

Salesforce implements a set of restrictions, referred to as governor limits, to guarantee the effective utilization of pooled resources within the context of several tenants. These restrictions limit the amount of information, time, and resources a single organization or transaction can use.

Understanding the Salesforce Security Model

Salesforce offers a robust security model to protect data and control access. It includes features such as role hierarchy, profiles, permission sets, object-level security, field-level security, and data-sharing rules.

Layer 1: Object Level Security

Object-level security establishes access permissions for specific objects, which can be enforced either within a specific domain or by assigning multiple profiles to the provided accounts. This can be achieved through: a) Profile assignments b) Utilizing Permission Sets and Permission Set Groups

Layer 2: Field Level Security

An admin has the capability to grant both read and write permissions for individual fields. An admin can also set a field to hide, completely hiding and removing access to the field from that user.

Layer 3: Record Level Security

Record-level security, also defined as record sharing, actually controls the records a customer has access. Organization-wide defaults, role hierarchies, sharing rules, and manual sharing represent the four primary methods of controlling record access.

Record Level Security

Conclusion

In summary, Salesforce offers a scalable, customizable, and secure platform that empowers businesses to enhance operational efficiency, drive collaboration, and fuel growth. By leveraging Salesforce's powerful features and architecture, organizations can unlock their full potential and achieve success in today's competitive landscape.
Are you ready to unleash the power of Salesforce? Your journey starts here.

About the Author

Sachin Shah Senior Salesforce Engineer

Sachin Shah, a Senior Salesforce Engineer with 6 years of specialized experience. His expertise lies in Salesforce Development, focusing on Sales, Service, Digital Experience Cloud, and Integration solutions. Sachin holds four essential certifications: Salesforce Administration, Salesforce Platform Developer 1, Salesforce App Builder, and Salesforce Associate. Sachin excels in Lightning Web Components (LWC) and Service Cloud, delivering custom solutions for enhanced functionality. His proficiency extends to Salesforce configuration, integration, workflow, reports, security controls, and data migration.

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