What The Salesforce Provide To A Students ?

Hi, I am really glad to see all of you here in "SFDC Beginner Journey".

Today we will discuss that when you have created your fresh new Developer Org then what the Salesforce provide by default to a Student, Developer, and User. Let's discuss this in brief.

Salesforce gives us 2 types of environments. One is "Classic" and the other is "Lightning". Both the look and feel different. The "Lightning" is a new environment of Salesforce.

When you create a new Developer Org then Salesforce provides you some of the standard Apps, Tabs, Fields, and more. We will discuss these points.

Tab  - Tabs display the data of your custom and standard object in a user interface. Object tabs look and function just like excel file tabs.

App - As we said above Salesforce has two environments. An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors: Classic apps and Lightning apps. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience. You can customize both types of apps to match the way your users work.

This is the Lightning view of Apps in Salesforce.

Objects - Objects are containers for your information, but they also give you special functionality. For example, when you create a custom object, the platform automatically builds things like the page layout for the user interface.

Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects.

Custom objects are objects that you create to store information that’s specific to your company or industry.

Fields - For storing your information/data inside Salesforce, they provide standard and custom fields. The standard field means that for those fields which are provided by Salesforce by default, you can't delete these fields. And other is custom fields that have been created by you. Every standard and custom object has fields attached to it. Fields you create on standard or custom objects are called custom fields.

Next >> Create Salesforce Object In Salesforce Lightning.

How to Create Salesforce Developer Org

Hi All, today we are in "SFDC Beginner Journey" point 2. So as you know (IT Students) or you don't know (Non-IT Students) when you want to do something developed then you should have software.

We take an example, when you want to do some changes to your camera image then you should have PC software or Mobile software. Am I right?

Yes, so the same concept will also go here, when you want to develop something in Salesforce then you should have software. So Salesforce gives a free-of-cost developer org, you will have to sign up or we can say create a developer org to use the Salesforce functionality.

Get ready to create a fresh new Salesforce Developer Org.

Step 1 - Click to create a Salesforce Developer Org.

Step 2 - You will get this window, fill all the fields.

Step 3 - I suggest you to select a "Developer" role and make sure the last point that the User Name should be in an email format. You can use your same email or any other.

Step 4 - Click on the "Sign Me Up>" button.

Step 5 - You will receive an email on you same email which is given by on Org creation time.

Step 6 - Verify that email and create your password. That's it.
Woohoo..... You have now a Salesforce Developer Org.

The creation of Salesforce Org Done. You can comment to us if you are getting any issues on this topic.

Next >> What The Salesforce Provide To Students?

Why The Student Should Select Salesforce CRM ?

Before starting the whole journey you should have some knowledge about Salesforce and this concept can be applied anywhere for anything.

Lets Start.....

What is Salesforce?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology. Salesforce is also the name of their flagship product, which is a highly customizable CRM with attractive out-of-the-box features 

Salesforce is the world’s #1 customer relationship management (CRM) platform. Their cloud-based, CRM applications for sales, service, marketing, and more don’t require IT, experts, to set up or manage simply to log in and start connecting to customers in a whole new way.

Now will talk a little about CRM.

What is CRM?

A CRM (Customer Relationship Management) system is a business tool that allows you to manage all your customers, partners, and prospects information all in one place. The Sales Cloud is a secure cloud-based CRM system that can help every part of your business get a 360-degree view of your customer.

Why Should a Student select Salesforce for his carrier?

• It is a cloud computing technology. It is available on the cloud, with no need to install any software, and no hardware is required.

• It is the Number one on-demand CRM.

• Reduce development costs. You can deliver applications in a very short time.

• For the Salesforce Admin basics no need for an IT background.

• It has an excellent and simpler interface to use and the great thing about it is it doesn’t require the installation of anything like a database server or application server.

• You can develop your own applications or if you need any application on demand, you can buy from an app exchange.

• App Exchange is a marketplace to sell your custom applications and to buy applications from app exchange.

Next >> HOW TO CREATE SALESFORCE DEVELOPER ORG

The Salesforce Journey For The Beginner Points

Here are the updated points to learn the Salesforce basics.

Basics:-

1. What is Salesforce and why the Student should use this CRM?

2. How to create Salesforce Developer Org?

3. What The Salesforce Provide To Students?

Set up Organization for user >> Click Here

The Salesforce Journey For The Beginner

A student in this journey will learn how to administer Salesforce, configure Salesforce, and so on using Salesforce.

Hi All,

First of all, I am thankful to all of you for visiting here in "The Salesforce Journey For The Beginner". Many of the students want to know the basic concepts of Salesforce.

When a student wants to learn something then on that time they are in fear that how they will face the new thing. The heartbeat goes high. Always our mind thinks will I be able to do this or can I complete this study journey and so on.

Let us take a small story before learn the Salesforce Basics.

You know when you had done your high school then you have some questions in your mind for your future classes and you were in fear. You think that how much the course will have hard and so on.

But when you started then you achieved your goal and the fear had down as per the time.

So, finally, I want to say that please tight your seat belt and get ready for this journey. And I will never tell you that this journey is easy. It may be hard or maybe you can take more time to understand the concept but you can win and achieve something with us and with Salesforce.

We will update here one by one point before post. So give us your time.

Next >> The Salesforce Journey For The Beginner Points

SALESFORCE CONNECTED APP WITH POSTMAN APP PART 2

In part 1 of this post, you are getting that what is the Connected App, POSTMAN App? Also, you have done with your new "Salesforce Connected App" and a fresh new "Postman Account".

Okay, Guys, Let's go with our next steps to get the 'Access Token' & 'Refresh Token' with our Salesforce Connected App and Postman App.

Step 1 - Click on the 'New' button as seen in the image (Point 1).

          You can also create a Collection (folder) where you can store your all API hitting history.

           Fill in the 'Request Name' and select your collection to store your 'Access Token' & 

          'Refresh Token' in a place. You will understand in the last step why we are using the collection.

          Press the 'Save' button.

Step 2 - Select the Authorization Type as 'oAuth 2.0' from the dropdown list (Point 1).

      Press the 'Get New Access Token' button (Point 2).

Step 3 - When press the 'Get New Access Token' button you will get a pop-up window where will use some information.

Token Name             - Any
Auth URL                 - https://login.salesforce.com/services/oauth2/authorize
Access Token URL - https://login.salesforce.com/services/oauth2/token
Client Id                   - As per your Salesforce Connected App (Consumer Key)
Client Secret           - As per your Salesforce Connected App (Consumer Secret - Click to                                                       reveal the link to get the Consumer Key)

Step 4 - When pressing the 'Request Token' button you will get a new pop-up window for login into your Salesforce Org with its credential. This is the way that you are now going to give permission to the Postman for authorization of your Salesforce Org.

Step 5 - Enter 'Verification Code' and then click on the 'Verify' button.

Step 6 - Now the new pop-up is again opens, click on the 'Allow' button.

Step 7 - Click on 'SFDC4STUDENTS' (Point 1) which is a collection created by you in Step 1.

      Woohoo!! You have got the 'Access Token' & 'Refresh Token' as per your focus on this post.

Before Thank You for coming here, I want to tell you that maybe you will not feel confident about the 'TEST SALESFORCE CONNECTED APP WITH POSTMAN APP'. So try 1 or 2 times again because as per my experience when I understood this work then I was not confident the first time but when I tried on more times then I feel better than the first time.

 

Thanks & Regards.

Test Salesforce Connected App With POSTMAN App Part 1

Hi Fellows,

Today we will learn how to we can test our created Salesforce Connected app. Are two things working, first is 'Consumer Key' and the second is 'Consumer Secret' which will use by the 3rd party? 

As we all developers think that if we give someone anything regarding to development then all the things should work fine. Basically, the means of the above line is that we should have also tested our Salesforce Connected app. So we have the best API development environment app named POSTMAN.

Let's test our Salesforce Connected App using POSTMAN. Am I missing something to tell you? Am I? Oh Yes!! About POSTMAN. Let's give you a brief description.

But one thing is here if you are a beginner then you should have kept some understanding about the 'Salesforce Connected App'. Please go through this link and create & understand What is the 'Connected App'?

CONNECTED APP IN SALESFORCE LIGHTNING FOR 3RD PARTY INTEGRATION

POSTMAN - The Postman toolchain can help to build software that is useful across various use cases ranging from a single developer to an enterprise. We are building for the future where everything is going to be connected.

The Postman free app was created as a side project and was first introduced in October 2012. It grew quickly to become one of the most popular apps on the Chrome store and expanded to Mac, Windows, and Linux native apps.

NOTE - Do not miss any step from beginning to end.

Step 1 - Create a POSTMAN app account from here - Sign Up On Postman

Step 2 - Download Postman. You can download the POSTMAN from their official site.

              Download Postman App Now

      Scroll down the page and download from the "Get Postman Now" button as seen in this image.

 

      You can also use the Google Chrome extension - Get Extension

 

Step 3 - Open the POSTMAN App from your machine or browser extension.

Step 4 - Login to your Postman app with your postman credential.

SALESFORCE CONNECTED APP WITH POSTMAN APP PART 2

How to change the Refresh Token Policy of Connected App in Salesforce?

Hi Guys and Learners.

I think all of you are aware of the Connected App in Salesforce. But one thing is that after being given the full access permission of Connected App, the question arises that How to change the Refresh Token Policy of Connected App in Salesforce?

Create a Connected App -

Connected App in Salesforce Lightning for 3rd Party Integration

When you will try to change the "Refresh Token Policy" of your created above Connected App then you will find that you are not able to change the value "Immediately expire refresh token" because there is only one field and that is a radio button.

Why do you have to change the "Refresh Token Policy"?

When you will try to get offline access for Salesforce API calls then the access token keeps expiring and you will not get the refresh token in the OAuth response object.

So, Let's know How we can change the Refresh Token Policy of a Connected App in Salesforce.

Step 1 - 

Go to your Connected App and Edit.

Step 2 - 

Go to the "API (Enable OAuth Settings)" section and go to the "Selected OAuth Scopes" field.

Step 3 - 

Choose the "Perform requests on your behalf at any time (refresh_token, offline_access)" value from the "Available OAuth Scopes" box Add it to the "Selected OAuth Scopes" box and click on the Save button and then Continue.

Step 4 - Click on the "Manage" button of your Salesforce Connected App.

Step 5 -  Now click "Edit Policies" and now you will find that you can change the "Refresh Token Policy".

Here you will be able to change the Policies given 4 points.

1. Refresh token is valid until revoked.

2. Immediately expire the refresh token.

3. Expire refresh token if not used for (in Hours, Days, Months).

4. Expire refresh token after (in Hours, Days, Months).

Thank You So much Guys for coming to my SFDC4STUDENTS blog.