NA / 5
We will cover the following tasks in 23 minutes:
Introduction to Salesforce and Rhyme
Before we dive into Salesforce, let me quickly introduce you to the Rhyme interface. When you join this course, you will see a screen with two windows: a narrow window on the right hand side where you see my recorded video being played. There are usual video controls as the bottom where you can pause and resume the video and you can also change the playback speed. Salesforce is a Customer Relationship Management ecosystem. Salesforce has inbuilt applications to manage Sales, Services, Marketing and much more for a typical organisation. You can also create custom apps to fit your organisation’s unique needs.
Applications, Objects and Tabs
In this task, we are going to take a look at applications, objects and tabs. Applications can be inbuilt applications like the Sales app that you see by default or they can be custom applications. An application has multiple tabs. For example, like the ones we see here: accounts, contacts, leads and so on. Tabs let users create and interact with objects. Objects, in salesforce, are data tables. For example, there is an accounts table corresponding to the accounts tab and each account entry is basically just a row in the accounts table. So, if you have 10 accounts in your application, the accounts object has 10 rows or 10 records - each representing one account.
Custom Application and Object
Now that we understand the basics, let’s create a custom application to understand the relationship between applications, tabs and objects a little better. Let’s say you have a dog shelter and happen to have a bunch of dogs. You want to create a simple app to manage information on all the dogs that you have. Later, you may want to extend this app or create other apps to leverage this information when you put some of the dogs up for adoption.
Let’s create a custom tab which will serve as an interface to our custom object. We will test our app by creating a new record after adding the tab interface to the application.
About the Host (Amit Yadav)
I am a machine learning engineer with focus in computer vision and sequence modelling for automated signal processing using deep learning techniques. My previous experiences include leading chatbot development for a large corporation.