Slaesforce FAQ

how to review what is used in salesforce

by Aglae Schimmel Published 3 years ago Updated 2 years ago
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There are several code review tools available for reviewing code in Salesforce. Checkmarx is one of the best tools to help Salesforce developers boost their productivity and effectiveness during the SDFC phase. Checkmarx is an accurate static analysis solution that helps identify different types of security vulnerabilities in your code.

Full Answer

What are the pros and cons of Salesforce?

  • Low risk: Low acquiring cost and low-risk management as an organization tool.
  • Salesforce database helps in organizing and digitizing company sales records.
  • Allows customization of profiles for individual customers, and gives quick access to individual records.

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What is Salesforce and what does it do?

What does Salesforce do?

  • Leverage Customer Information to Increase Sales. ...
  • Gives You a Bird’s Eye View of Sales Pipeline. ...
  • Gauge and Determine Sales Opportunities. ...
  • Improves Your Marketing Pipeline. ...
  • Develop More Effective Sales Cycles. ...
  • Makes Teams More Efficient. ...
  • Reduce Conflicts on Sales Channels. ...
  • Boosts Lead Nurturing. ...
  • Provides Tools for Field Personnel. ...

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Why should I use Salesforce?

  • Salesforce Knowledge transfer
  • Lightning Console
  • CTI Implementation
  • Call Center Management
  • Customer Communities
  • Live Agent
  • Wave Analytics
  • knowledge base Maintenance of customer self-service
  • Improved productivity
  • Automated phone support

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What is it like working at Salesforce?

Working in Salesforce is great. They are the typical American product company that spends good on it employees and hence perks and facilities are good. They are good paymasters as well. Sales culture is aggressive and unlike a lot of IT companies they work on monthly targets hence the pressure for numbers is too high.

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What is code review in Salesforce?

Salesforce Code Review is a process in the software development lifecycle that helps developers test the source code and identify bugs at an early stage of the development process. There are several code review tools available for reviewing code in Salesforce.

What are cases used for in Salesforce?

Cases are a Salesforce tool that agents use to interact with customers to help get their problems solved — they really are the backbone of Service Cloud! Cases are powerful records in Salesforce that keep a log of customer issues, show agents a complete customer overview, and so much more, right on the platform!

Where can I find cases in Salesforce?

If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available). Click Edit or Del to edit or delete a case. to follow or stop following a case in your Chatter feed. Click New Case or select Case from the Create New dropdown list in the sidebar to create a case.

How do I log support cases in Salesforce?

Here are the new steps:Log in to Salesforce Help.Click Contact Support.Click Create a Case on the "Create a Case" tile.Select an "Inquiry Type" from the options available to you: ... Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.

What is Apex in Salesforce?

Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

What does SF case mean?

A case is a customer's question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.

How do I find case history in Salesforce?

Hi, If Field History Tracking is enabled in your org. for case object, then you can get the history using CaseHistory Object. CaseHistory contains only the history of fields selected in Field History Tracking.

What is case record in Salesforce?

Case records contain information about the case progress and its associated records. Case History. The Case History related list on a case detail page tracks the changes to the case.

What is the full form of SFDC?

SFDC:- SFDC stands for Salesforce.com. It is a distributed computing and social venture software-as-a-service (SaaS) supplier situated in San Francisco. It was established in March 1999, to a limited extent by previous Oracle executive Marc Benioff. is the most popular cloud-based CRM today.

Does Salesforce have a ticketing system?

Salesforce Desk.com takes customer support to the next level. As a completely cloud-based, online help desk ticketing system, Desk.com can be accessed on any authorised platform or device, and users can access the same, up-to-the-minute data, automatically synced in real time.

How do you use a case in Salesforce formula?

A case function has 4 components: Expression: the condition you are evaluating. Result: the value you are checking for. Return: what you want to return for each value. Catch-all: if none of these defined results are true, then just do this.

How do I open a ticket in Salesforce?

To submit a technical support case, go to the Help and Training portal and click the “Contact Support” link located on the upper right hand side of the home page. Then click the “Open a Case” button. Fill out the “Open a Case” form completely including the questions on business impact.

Can Salesforce be used as a CRM?

Salesforce has many products, but their primary offering is a CRM that is used by many businesses. If you can customize it, then Salesforce can be...

Is Salesforce a good CRM?

Salesforce is the best CRM for customization and integrations on the market today. Many businesses that need those two features will be hard-presse...

Is Salesforce secure?

Salesforce is a large tech corporation, and unsurprisingly they protect their products with all sorts of modern security measures. For example, Sal...

Why is Salesforce a bad CRM?

Salesforce isn’t a bad CRM product, but it can be expensive and difficult to customize to your own needs. Smaller businesses will find it difficult...

Salesforce CRM At a Glance

Salesforce CRM is best used by established businesses that are looking to streamline or improve their sales function. A large sales team will benefit from the many great features that Salesforce offers, including the customization options and the extensive number of integration options.

Other Benefits

Salesforce offers a lot of different products that will work seamlessly with the CRM. This includes a marketing product that will automate your customer journey and email marketing campaigns. It also includes a fully customizable customer support solution.

Fine Print

Unlike many other CRM options, Salesforce doesn’t offer a free version. This is a product that is for businesses that are ready to move forward and get something that will level up their sales team. The company does offer a free trial that lets you play around either with pre-loaded data or with your own data that you upload.

How Salesforce CRM Stacks Up

Both Salesforce and Freshsales offer AI-powered tools, including lead scoring, and both can be customized to meet your needs. Freshsales works a bit better as an out-of-the-box solution, which is appealing to smaller businesses, while Salesforce needs customization to really unlock its power.

Is Salesforce CRM Right for You or Your Business?

Salesforce CRM is an all-inclusive solution that is best for larger or scaling businesses that have lots of customization or integration needs. Smaller businesses or those without a team to handle the customization capabilities or modification requests will likely be overpaying for a CRM product.

Frequently Asked Questions (FAQs)

Salesforce has many products, but their primary offering is a CRM that is used by many businesses. If you can customize it, then Salesforce can be a potential CRM fit for your business, regardless of size.

What is Salesforce development documentation?

Salesforce development documentation lists down the coding best practices and standards to be followed while writing code of Salesforce app. Tool should have the ruleset defining this standard of Salesforce Development.

Why is code quality important in Salesforce?

Code quality is very important to the maintainability and longevity of the Salesforce application which ensures a consistent design and implementation. Below are few factors which effects the Salesforce Code quality.

What is Checkmarx for Salesforce?

Checkmarx is a highly accurate and flexible Source Code Analysis product for Salesforce Development that allows organizations to automatically scan pre-compiled code and identify hundreds of security vulnerabilities in the most prevalent coding languages.

What is the name of the person who writes the code for Salesforce?

Two authors develop code together at the same workstation. One Salesforce AppExchange developer is called the driver who writes the code while another called the observer, reviews each line of code as it is typed in. The two programmers switch their roles frequently

What is S4 analysis?

S4 uses a robust client-side static code analysis engine to create call flows to identify CRUD/FLS flaws. It uses data flow analysis to associate Visualforce components to their assoc. controllers.

What is Digitsec S4?

DigitSec’s flagship product, S4, is a one-of-a-kind product designed to rapidly identify insecurities in SaaS environments. S4 identifies vulnerabilities in Apex code developed using the Force.com development environment. It is a cloud-based application and uses a combination of static code analysis and runtime testing.

Can you run a scan on Salesforce?

There is no limit in regards to the number of scans you can run on a single Salesforce instance. With unlimited scans, S4 can become a part of your organiztations regular security testing.

Face the Facts

You just got an email from the Salesforce security team. Your solution has been reviewed. You’ve been waiting for weeks for this email, so you’re excited. But in a way, you dread opening it: What if you didn’t pass?

Keep Your Chin Up

Because we’ve been talking about “passing” the security review, you might think of the security review as an exam that you pass or fail. But it’s not really so clear cut. Think of the review as feedback from the security team—feedback that helps you improve the quality of your product and increases your chances of a successful launch.

Rinse, Repeat

You’ve fixed your solution and revamped your development process. You can’t believe how much more secure everything is, and you can’t wait for a security review rematch. Do your worst, Salesforce Product Security team!

Ship It

When your product passes its security review, you get a nice email saying that it's approved. You’ve done it! That wasn’t so bad, was it? Congratulate everyone on your team and enjoy the moment. Celebrate in your favorite way.

2. Reading In Your SIS Takes Up Too Much Recruiter Time

Remember the four systems I previously mentioned, which rely on strong Wi-Fi and VPN? I think I could have saved at least one minute per application reading in a single, user-friendly system. Multiply that by the 1,800 applications I read, and I could have saved 30 hours (and gotten more sleep!) over the course of my busiest month of reading.

3. Speed Is Crucial

Our front desk staff spent a lot of time reading incoming emails, then going to the SIS to sort things out. In some cases, it had to be routed to an admission counselor simply because the front desk wasn’t allowed access to the SIS.

4. What About Data Storage?

The argument for keeping application reading in the SIS often comes down to “when is a student a student?” and document retention. While government agencies require documents to be kept for certain periods of time, they don’t specify where.

What was CRM before Salesforce?

Prior to Salesforce, Customer Relationship Management (CRM) arrangements were facilitated on an organization’s own server. The expenses, resources, and time (months or years) it took for organizations to have their own CRM arrangements were tremendous. Even subsequent to setting up everything On-premise, scaling was the primary concern to keep up with changing needs.

What is Salesforce Service Cloud?

Before trying to understand how to use Salesforce Service Cloud let’s learn about Service cloud and its features. Service Cloud is a Cloud-based software that enables you to achieve top-notch administration with a 360-degree view of the client — all from one control center (the console). From a live chat to a common information repository, Service Cloud makes it workable for you to work with cases quicker, offer more intelligent self-assistance, personalized client care, and convey support all over the place.

What is CRM in marketing?

Automated Marketing: CRM can facilitate the automation of tedious errands/repetitive Marketing tasks to improve Marketing efforts at various phases in the customer lifecycle. For instance, when a lead comes into the picture, the CRM software may naturally send Marketing content via email, to transform the lead into a valuable customer.

Why is CRM important?

A business dominates the market as long as its customers are content with its products and services. CRM ends up being fruitful for organizations since it generates and identifies new leads, helps increase referrals, improves services, administrations, and the general quality of work. CRM also takes up the task of continually taking feedback ...

Is Salesforce still evolving?

Now you know about the major services offered by Salesforce and you now know how to use Salesforce for building your CRM software.

Step 1: Enable the Files tab from the User profile

Note: Ensure that the user who’s running the cache scheduled job or the user who’s viewing the App Reader page has access to Files.

Step 3: Assign Decision permissions

You can either assign Decision permissions manually or via a Permission Set.

Step 4: Add the Files Related List to the object (eg., Essay etc.,) layout

You’ll need to add the Files Related List to the appropriate Object layouts in order to add files related to the record:

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