How can you use Visualforce within your Salesforce organization?
Salesforce provides a range of ways that you can use Visualforce within your organization. You can extend Salesforce’s built-in features, replace them with new functionality, and build completely new apps. The following are some of the ways you can add Visualforce to your organization.
How do I log in to Salesforce?
On subsequent visits, steps to log in are as follows: Go to login.salesforce.com . Enter your username and password and click Log in to Salesforce . Once you’re logged into Salesforce, you’ll be directed to Home. Let’s talk about that first. Home is the first place you’ll land when you log into Salesforce.
How to display custom content on a standard Salesforce page?
Extend your page layouts by embedding Visualforce pages on them to display completely custom content on a standard page. The behavior here is identical to Salesforce Classic, except you need to view the record’s Details to see the page layout.
What should I do after completing the salesforce development unit?
After completing this unit, you’ll be able to: Define the Salesforce platform. Describe the DreamHouse scenario. Create a Trailhead Playground. Explain the difference between declarative and programmatic development. You might think that Salesforce is just a CRM.
What is TCV in Salesforce?
TCV – The total contracted value (activation + MRR for contracted months). The TCV is only calculated if a contract is applied.
How is opportunity amount calculated Salesforce?
For opportunities with products, the amount is the sum of the related products. You cannot directly edit the amount unless the opportunity has no products. To change the amount for an opportunity that contains products, edit the sales price or quantity of the related products.
What happens to the amount field on an opportunity when you add products?
The Amount field is locked when the Opportunity has related Products. For Opportunities with Products, the amount is the sum of the related Products.
What is Amount Per opportunity in Salesforce?
To measure ASP with Salesforce data, take the sum of the Amount from closed won opportunities that have a close date in the period you are looking at, and divide by the number of opportunities won that have a close date in the period you are looking at.
How do I create an opportunity field in Salesforce?
Creating Number of Open Opportunities in SalesforceSign in to your Salesforce account.Select Setup.Under Customize, navigate to Accounts and select Fields. ... From the Fields tab, scroll down to Account Custom Fields and Relationships. ... Select Roll-Up Summary and click Next.Enter details about the Custom Field.More items...
What is the difference between opportunity product and product in Salesforce?
Products are a catalog of products/items that you company can sell. No pricing information (by default) is included, just description, category, code, etc. Opportunity Products are line items on an opportunity. It will include pricing information for that particular order.
What is the API name of opportunity product in Salesforce?
OpportunityLineItemOpportunity Product (API name OpportunityLineItem) is a Junction Object between Opportunity and Product2 . An opportunity has to be linked to the Product for generating order or to do Quote management going ahead . The products linked to opportunity are known as opportunity line Item or opportunity product .
What are opportunity products in Salesforce?
Opportunity products are the physical items and services you sell on an opportunity in Salesforce. However, if you don't use opportunity products, what's the alternative? For many companies, the answer is to enter the total value of the opportunity in a single field – the Amount field, in other words.
The issue with the standard forecasting feature for SaaS companies
Most SaaS companies need to forecast ACV (Annual Contract Value), and not TCV (Total Contract Value), because VCs evaluate SaaS companies based on their ARR (Annual Recurring Revenues). The standard forecast feature within Salesforce isn’t well suited for ACV, as it’s based on the amount field, which isn’t the ACV at all. But why ?
Create SaaS metrics fields on opportunities
You can easily compute an ACV field based on the TCV (Amount) field. All you need is a number custom field to input the forecasted contract term, preferably expressed in months. The default value could be 12 months for example. Also, I suggest you to make is mandatory on the opportunity page layout.
Create a new forecasting type based on the ACV currency field
Next, you’ll need to enable opportunity splits so you can create a forecast type based on this split. Go to the setup menu and enter opportunity splits. Before, just make sure that you don’t have inactive currencies on any opportunity, closed or open.
How to view all Visualforce apps?
Your Visualforce apps and custom tabs are all available from the App Launcher. To open the App Launcher, click in the navigation bar. To see all of your apps and items, select View All.
How does Visualforce work?
Developers create Visualforce pages by composing components, HTML, and optional styling elements. Visualforce can integrate with any standard web technology or JavaScript framework to allow for a more animated and rich user interface. Each page is accessible by a unique URL.
What is Visualforce app?
Visualforce is a web development framework that enables developers to build sophisticated, custom user interfaces for mobile and desktop apps that can be hosted on the Lightning Platform. You can use Visualforce to build apps that align with the styling of Lightning Experience, as well as your own completely custom interface.
Can you override actions in Visualforce?
You can override the actions available on an object with a Visualforce page. When the user clicks a button or link that has been overridden, your page displays instead of the standard page. Setting this up is pretty much identical to Salesforce Classic.
Can you use Visualforce in Salesforce?
Where You Can Use Visualforce. Salesforce provides a range of ways that you can use Visualforce within your organization. You can extend Salesforce’s built-in features, replace them with new functionality, and build completely new apps. The following are some of the ways you can add Visualforce to your organization.
Create Dashboards
Great reports help you make decisions and take action. But sometimes you need to get your insights at-a-glance, especially depending on your audience and the device being used. Enter the dashboard, your utility for summarizing and displaying your Salesforce data in a graphical layout.
Drag-and-Drop Dashboard Builder
Meet the drag-and-drop dashboard builder, your way to visualize your data for easy consumption at-a-glance. To access the dashboard builder, click on the Reports tab and click New Dashboard.
Create a Dashboard
Let’s walk through creating a dashboard. First, you’ll need to create the source report we’ll use in the dashboard. In this example, we’ll make a simple Leads report.
Dashboard Filters
Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don’t need separate dashboards for different sets of users — just give each group a filter that makes sense for them.
Dynamic Dashboards
With dynamic dashboards, each user sees the data they have access to without needing to create separate dashboards for each user.
Report Charts
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.
Embedded Charts
Since we’re putting some charts in Salesforce, why not embed them in your object records? Embedded charts allow you to add up to 2 charts on a single page layout. Here’s an example. Additional limits apply, see this help topic for more details.
What is an org in Salesforce?
Another important term that’s hard to capture in a picture is org. Org is short for organization, and it refers to a specific instance of Salesforce . The image here is taken from DreamHouse’s org. Your company can have one or multiple orgs. That’s a lot of new stuff to tackle.
Can you use Salesforce to develop custom objects?
You already know that you can use the Salesforce platform to develop custom objects and functionality specific to your business. What you might not know is that you can do most of this development without ever writing a line of code.
What is Salesforce account?
An account is a company you’re doing business with, and a contact is someone who works at that account. Just like opportunities, anytime you drill into an account or contact, you need to find what you need quickly.
What is home page in Salesforce?
Home is the first place you’ll land when you log into Salesforce. It’s a modern, intelligent home page, featuring a number of tools to help you start your day fast. From Home, you can monitor your performance to goal and get insights on key accounts. You can also access the Assistant, a list of things to do and places to be. Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.