title
Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Edureka

description
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training ) This Salesforce tutorial video will give you a complete overview of Salesforce platform. The benefits of Salesforce as a CRM Solution and a demo of the force.com console will also be covered in this Salesforcce tutorial. Do watch the video till the end to witness a demonstration on the following topics: 3:30 What is the need to use Salesforce? 6:47 How does Salesforce CRM work? 10:00 Building blocks of Salesforce Apps 20:54 Getting started with Salesforce CRM 25:32 Creating an App in Force.com 31:13 Creating Objects & adding Fields 58:20 Relationships in Salesforce 1:11:53 Page Layouts in Salesforce 1:17:28 validation Rules in Salesforce 1:28:03 Formula Fields in Salesforce 1:34:46 Profiles, Users, Permission Sets & Roles 2:00:26 Workflows (Email) in Salesforce 2:12:46 Data Importing in Salesforce 2:21:49 Current job opportunities in Salesforce Subscribe to our channel to get video updates. Hit the subscribe button above. Check our complete Salesforce playlist here: https://bit.ly/3egiKpB #Salesforce #SalesforceTutorial #SalesforceTraining - - - - - - - - - - - - - - How it Works? 1. There will be 14 instructor-led interactive online sessions of 3 hours and 20 sessions of 2 hours for weekend and weekday batches respectively 2. We have a 24x7 One-on-One LIVE Technical Support to help you with any problems you might face or any clarifications you may require during the course. 3. You will get Lifetime Access to the recordings in the LMS. 4. At the end of the training you will have to complete the project based on which we will provide you a Verifiable Certificate! - - - - - - - - - - - - - - About the Course: Edureka's Salesforce Certification Online Training will make you an expert in all the concepts related to administration and declarative development options. It will introduce you to the advanced developer options like Apex and VisualForce. It will also help you prepare for Salesforce Certification (both SFDC Admin 201 & App Builder Certification) - - - - - - - - - - - - - - Why Learn Salesforce? After the successful completion of the Salesforce Certification Training: Admin 201 & App Builder by edureka, you will be able to understand: Different building blocks of Salesforce The data model The security model The business process automation options The Sales Cloud and Service Cloud modules The reports and dashboard Salesforce1, SalesforceA, Chatter and Social features Introduction to Apex Introduction to VisualForce Introduction to various integration options like SOAP, REST APIs - - - - - - - - - - - - - - Who should go for this course? This Salesforce Certification training at edureka is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for salesforce training are: 1. Siebel and other CRM products professionals 2. Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform 3. Functional consultants who are looking to switch to salesforce 4. Freshers who are looking to get a jump start to their careers in Cloud computing 5. Lateral developers who have worked in Java, mainframe and C# and are looking for a boost to their career from legacy platform For more information, Please write back to us at sales@edureka.co or call us at IND: 9606058406 / US: 18338555775 (toll free). Facebook: https://www.facebook.com/edurekaIN/ Twitter: https://twitter.com/edurekain LinkedIn: https://www.linkedin.com/company/edureka Customer Reviews: Nafeeyu Ahmed, SAP CRM Consultant at Cognizant, says, "I am an SAP CRM Consultant in Cognizant wanting to learn Salesforce as early as possible and complete Certification. Initially when i called edureka regarding my requirement of completing salesforce training i was a bit skeptical to choose between the local center which offers in house training - then i spoke to one of the edureka reps regarding it - First i taught what he was offering i.e Online Class / Support Team / Study Material n al were just a trick to convert me to a sale - But i was Wrong - he took my requirement seriously and gave me a very convincing plan to complete my certification by the date my company had wanted me to complete it - it was a matter of trust that had payed off for me Now i am a Certified Salesforce Administrator - A Big Thanks to Edureka!"

detail
{'title': 'Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Edureka', 'heatmap': [{'end': 7335.88, 'start': 7245.908, 'weight': 1}], 'summary': 'This salesforce tutorial covers force.com console, crm fundamentals, app customization, lead entry, field dependencies, page layouts, validation rules, formula fields, and email template automation, with real-time job opportunities and predicted 25% growth in the field over the next five years.', 'chapters': [{'end': 32.505, 'segs': [{'end': 32.505, 'src': 'embed', 'start': 0.329, 'weight': 0, 'content': [{'end': 4.353, 'text': "Hi guys, my name is Vardhan and I'll be your instructor for today.", 'start': 0.329, 'duration': 4.024}, {'end': 8.296, 'text': 'on behalf of Edureka, I welcome you all to this webinar on Salesforce tutorial,', 'start': 4.353, 'duration': 3.943}, {'end': 12.319, 'text': "and in this webinar I'm gonna tell you everything that you need to know about the force.com console.", 'start': 8.296, 'duration': 4.023}, {'end': 17.504, 'text': "Okay, I'll give you a detailed demonstration of the force.com console and tell you everything there is to know about Salesforce.", 'start': 12.319, 'duration': 5.185}, {'end': 19.886, 'text': 'So I hope everyone can see my screen and hear my voice.', 'start': 17.504, 'duration': 2.382}, {'end': 25.07, 'text': 'Guys, please put that in the chat box and please acknowledge that question, because if I get a confirmation,', 'start': 20.902, 'duration': 4.168}, {'end': 27.114, 'text': 'then I can start with my session all right?', 'start': 25.07, 'duration': 2.044}, {'end': 32.505, 'text': "And in the meanwhile, let me just go to my agenda slide and show you what will be the flow in which I'll be covering the topics today.", 'start': 27.775, 'duration': 4.73}], 'summary': 'Vardhan presents salesforce tutorial, covering force.com console in detail, ensuring audience participation.', 'duration': 32.176, 'max_score': 0.329, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU329.jpg'}], 'start': 0.329, 'title': 'Salesforce console tutorial', 'summary': 'Covers a salesforce tutorial on the force.com console, including a detailed demonstration and agenda for the topics to be covered.', 'chapters': [{'end': 32.505, 'start': 0.329, 'title': 'Salesforce console tutorial', 'summary': 'Covers a salesforce tutorial on the force.com console, including a detailed demonstration and agenda for the topics to be covered.', 'duration': 32.176, 'highlights': ['The instructor, Vardhan, welcomes the audience to a Salesforce tutorial webinar on the force.com console. He promises a detailed demonstration of the console and comprehensive information about Salesforce.', 'Vardhan requests confirmation from the audience to ensure visibility and audio. He plans to begin the session once he receives acknowledgment.', 'Vardhan previews the agenda for the webinar, outlining the topics to be covered during the session.']}], 'duration': 32.176, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU329.jpg', 'highlights': ['Vardhan previews the agenda for the webinar, outlining the topics to be covered during the session.', 'The instructor, Vardhan, welcomes the audience to a Salesforce tutorial webinar on the force.com console. He promises a detailed demonstration of the console and comprehensive information about Salesforce.', 'Vardhan requests confirmation from the audience to ensure visibility and audio. He plans to begin the session once he receives acknowledgment.']}, {'end': 572.073, 'segs': [{'end': 83.191, 'src': 'embed', 'start': 49.505, 'weight': 0, 'content': [{'end': 54.267, 'text': "and then I'll talk about Salesforce as a CRM solution and then go on to these aspects of Salesforce.", 'start': 49.505, 'duration': 4.762}, {'end': 56.107, 'text': 'okay? As a CRM solution, what can you do?', 'start': 54.267, 'duration': 1.84}, {'end': 59.949, 'text': 'What is the role of apps and tabs? In fact, what are they in Salesforce?', 'start': 56.888, 'duration': 3.061}, {'end': 61.37, 'text': 'What are the benefits?', 'start': 60.709, 'duration': 0.661}, {'end': 66.114, 'text': 'Then, what are objects and fields? Because objects and fields are how you store data on your Salesforce, right?', 'start': 61.95, 'duration': 4.164}, {'end': 67.536, 'text': "So I'm going to talk about that.", 'start': 66.435, 'duration': 1.101}, {'end': 72.301, 'text': "Then after that, I'm going to talk about page layouts, mainly validation rules and formula fields.", 'start': 67.816, 'duration': 4.485}, {'end': 77.085, 'text': "Now what they do is they're going to change the way that your data looks in your Salesforce right?", 'start': 72.741, 'duration': 4.344}, {'end': 78.807, 'text': 'When you store records, how do they look?', 'start': 77.105, 'duration': 1.702}, {'end': 83.191, 'text': "So page layout is something that's going to completely change the way your fold.com looks right?", 'start': 79.027, 'duration': 4.164}], 'summary': 'Discussion on salesforce crm features and customization for data storage and presentation.', 'duration': 33.686, 'max_score': 49.505, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU49505.jpg'}, {'end': 308.77, 'src': 'embed', 'start': 272.601, 'weight': 2, 'content': [{'end': 281.305, 'text': 'You need a CRM for that purpose a customer relationship management to keep track of all their email addresses, to keep track of their phone numbers,', 'start': 272.601, 'duration': 8.704}, {'end': 285.828, 'text': 'to keep track of, if you want to achieve any kind of automation all that can be done with the help of CRM.', 'start': 281.305, 'duration': 4.523}, {'end': 287.737, 'text': "So that's gonna make your job easy.", 'start': 286.676, 'duration': 1.061}, {'end': 293.02, 'text': "So that's why you need a CRM, okay? And he's telling that it's time for him to move to a CRM.", 'start': 288.297, 'duration': 4.723}, {'end': 298.543, 'text': 'And then you have another guy here who says, all right, check out Salesforce, which is rated the number one CRM platform.', 'start': 293.14, 'duration': 5.403}, {'end': 306.688, 'text': "And that's true, because if you see in the market today, there are many CRMs available, but nothing is quite as good as Salesforce, right?", 'start': 298.864, 'duration': 7.824}, {'end': 308.77, 'text': "So that's the general opinion now.", 'start': 307.189, 'duration': 1.581}], 'summary': 'A crm is essential for managing customer data and automation, with salesforce being the top-rated platform.', 'duration': 36.169, 'max_score': 272.601, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU272601.jpg'}, {'end': 431.421, 'src': 'embed', 'start': 401.525, 'weight': 1, 'content': [{'end': 404.286, 'text': 'You can also build your custom software application as per your needs.', 'start': 401.525, 'duration': 2.761}, {'end': 416.215, 'text': "Okay So moving on Now let's see how does Salesforce CRM actually work, okay? Salesforce are providing cloud services in these various formats.", 'start': 404.606, 'duration': 11.609}, {'end': 422.797, 'text': 'They have something called the sales cloud, they have the marketing cloud, the service cloud, analytics cloud, and the community cloud.', 'start': 416.435, 'duration': 6.362}, {'end': 431.421, 'text': 'In fact, sales, marketing, and service is something that can be categorized and viewed from theforce.com itself.', 'start': 424.218, 'duration': 7.203}], 'summary': 'Salesforce offers various cloud services including sales, marketing, and service clouds, along with analytics and community clouds.', 'duration': 29.896, 'max_score': 401.525, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU401525.jpg'}], 'start': 33.799, 'title': 'Salesforce crm fundamentals', 'summary': 'Provides an overview of salesforce crm, covering its various aspects including apps and tabs, objects and fields, page layouts, validation rules, and formula fields, as well as profiles, users, permission sets, and goals. it also explores the features of salesforce crm, such as sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud, and the benefits of using it for automating tasks and managing data.', 'chapters': [{'end': 118.476, 'start': 33.799, 'title': 'Salesforce crm overview', 'summary': 'Covers the need for crm, salesforce as a crm solution, and various aspects including apps and tabs, objects and fields, page layouts, validation rules, and formula fields, as well as profiles, users, permission sets, and goals.', 'duration': 84.677, 'highlights': ['Salesforce CRM solution and its various aspects are discussed, including apps and tabs, objects and fields, page layouts, validation rules, and formula fields, as well as profiles, users, permission sets, and goals.', 'The chapter starts with an introduction to the need for CRM and then delves into the specifics of Salesforce as a CRM solution.', 'Page layouts, validation rules, and formula fields are detailed, highlighting their significance in changing the appearance of data in Salesforce, verifying field values, and automatically calculating field values based on others.', 'The session also covers profiles, users, permission sets, and goals, providing a comprehensive overview of these aspects within Salesforce.']}, {'end': 572.073, 'start': 118.556, 'title': 'Salesforce basics and features', 'summary': 'Covers the need for using salesforce crm and its various features, such as sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud, as well as the benefits of using salesforce for automating tasks and managing data.', 'duration': 453.517, 'highlights': ['Salesforce CRM is essential for managing leads and customers, automating tasks, and making the job of sales representatives simpler, benefiting medium to large-sized companies dealing with a lot of customers and B2C interactions. Medium to large-sized companies dealing with a lot of customers and B2C interactions benefit from Salesforce CRM by managing leads and customers, automating tasks, and simplifying the job of sales representatives.', 'Salesforce is rated as the number one CRM platform and offers opportunities for custom software application development, visual force pages, and application exchange, making it a versatile and effective tool. Salesforce is rated as the number one CRM platform and offers opportunities for custom software application development, visual force pages, and application exchange, making it a versatile and effective tool for businesses.', 'Salesforce provides various cloud services such as sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud, catering to different business needs for automation and data management. Salesforce provides various cloud services catering to different business needs for automation and data management, including sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud.']}], 'duration': 538.274, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU33799.jpg', 'highlights': ['Salesforce CRM solution and its various aspects are discussed, including apps and tabs, objects and fields, page layouts, validation rules, and formula fields, as well as profiles, users, permission sets, and goals.', 'Salesforce provides various cloud services catering to different business needs for automation and data management, including sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud.', 'Salesforce is rated as the number one CRM platform and offers opportunities for custom software application development, visual force pages, and application exchange, making it a versatile and effective tool for businesses.', 'Page layouts, validation rules, and formula fields are detailed, highlighting their significance in changing the appearance of data in Salesforce, verifying field values, and automatically calculating field values based on others.', 'Salesforce CRM is essential for managing leads and customers, automating tasks, and making the job of sales representatives simpler, benefiting medium to large-sized companies dealing with a lot of customers and B2C interactions.']}, {'end': 1251.411, 'segs': [{'end': 621.548, 'src': 'embed', 'start': 591.581, 'weight': 4, 'content': [{'end': 595.044, 'text': 'So the CRM is gonna be all about how you can manage your customers better.', 'start': 591.581, 'duration': 3.463}, {'end': 598.306, 'text': "So I'm gonna talk about that and let's get started.", 'start': 595.464, 'duration': 2.842}, {'end': 603.11, 'text': 'So, first of all, we have the different building blocks of Salesforce apps.', 'start': 599.847, 'duration': 3.263}, {'end': 609.736, 'text': 'Now, before I go into details about these things, let me quickly go to the force.com console and give you a demonstration.', 'start': 603.951, 'duration': 5.785}, {'end': 615.562, 'text': 'And after that, I will come back to this slide and talk about the various components here.', 'start': 610.677, 'duration': 4.885}, {'end': 621.548, 'text': 'So to log into force.com, you gotta go to login.salesforce.com.', 'start': 617.264, 'duration': 4.284}], 'summary': 'The crm will improve customer management. discussing salesforce apps and demo. logging into force.com.', 'duration': 29.967, 'max_score': 591.581, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU591581.jpg'}, {'end': 909.781, 'src': 'embed', 'start': 882.692, 'weight': 0, 'content': [{'end': 885.913, 'text': 'so you know you can store the company details here of your customers.', 'start': 882.692, 'duration': 3.221}, {'end': 892.474, 'text': 'you can store their contact details, lead details, and then you also have some other object called as opportunities.', 'start': 885.913, 'duration': 6.561}, {'end': 899.256, 'text': "so opportunity is that object where you'll be storing those areas of customers who are neither your lead nor your customer.", 'start': 892.474, 'duration': 6.782}, {'end': 903.718, 'text': 'okay, So they are much more closer to being on the customer because they are aware of your product.', 'start': 899.256, 'duration': 4.462}, {'end': 908.42, 'text': "You've contacted them and they are very interested, but it's just that they haven't made the payment as yet.", 'start': 903.718, 'duration': 4.702}, {'end': 909.781, 'text': "Okay, they haven't purchased the product.", 'start': 908.42, 'duration': 1.361}], 'summary': 'Store customer details, leads, and opportunities in the system to track sales progress.', 'duration': 27.089, 'max_score': 882.692, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU882692.jpg'}, {'end': 1081.21, 'src': 'embed', 'start': 1051.579, 'weight': 2, 'content': [{'end': 1052.92, 'text': 'So that is the advantage of tabs.', 'start': 1051.579, 'duration': 1.341}, {'end': 1055.647, 'text': 'So then you have profiles.', 'start': 1054.386, 'duration': 1.261}, {'end': 1064.335, 'text': "So profiles in Salesforce is something that's gonna control how your users or how your clients, or even maybe your colleagues,", 'start': 1056.328, 'duration': 8.007}, {'end': 1068.339, 'text': 'the different people in the sales team or the marketing team, so how they view Salesforce.', 'start': 1064.335, 'duration': 4.004}, {'end': 1069.8, 'text': 'So the profiles control that.', 'start': 1068.539, 'duration': 1.261}, {'end': 1076.166, 'text': "Supposing you give them complete access, then they'll get access to every record, every object in your Salesforce org.", 'start': 1069.84, 'duration': 6.326}, {'end': 1081.21, 'text': 'But if you want to restrict them to only viewing certain things, Like, say, for example,', 'start': 1076.726, 'duration': 4.484}], 'summary': 'Salesforce profiles control user access to org data.', 'duration': 29.631, 'max_score': 1051.579, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1051579.jpg'}, {'end': 1126.2, 'src': 'embed', 'start': 1100.801, 'weight': 1, 'content': [{'end': 1108.047, 'text': 'you can do all those things using the profile, because Every user out there will be using the Salesforce, will get access to your Salesforce org.', 'start': 1100.801, 'duration': 7.246}, {'end': 1116.195, 'text': 'He will be, you know, assigned to a particular profile and whatever that profile has access to, that is what he can View or that is what he can edit.', 'start': 1108.047, 'duration': 8.148}, {'end': 1118.196, 'text': 'So that is the concept of profiles.', 'start': 1116.635, 'duration': 1.561}, {'end': 1120.938, 'text': 'okay, and then we have objects.', 'start': 1118.917, 'duration': 2.021}, {'end': 1126.2, 'text': 'so, like I said, you know, objects are basically the database tables where your actual data is present.', 'start': 1120.938, 'duration': 5.262}], 'summary': 'Salesforce profiles control user access and permissions, while objects store the actual data.', 'duration': 25.399, 'max_score': 1100.801, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1100801.jpg'}, {'end': 1239.249, 'src': 'embed', 'start': 1212.383, 'weight': 3, 'content': [{'end': 1220.268, 'text': 'they are more specific, data type, like text, email, Number or phone number, date, extra, all these things, okay?', 'start': 1212.383, 'duration': 7.885}, {'end': 1227.895, 'text': 'And then records are basically a collection of these fields with values and they represent an instance of the object.', 'start': 1220.648, 'duration': 7.247}, {'end': 1232.88, 'text': "so by definition, That's what the different building blocks or components of Salesforce are.", 'start': 1227.895, 'duration': 4.985}, {'end': 1239.249, 'text': 'and And now let me quickly go back to my fours or Tom console and show you how to add these things.', 'start': 1232.88, 'duration': 6.369}], 'summary': 'Salesforce components include data types like text, email, number, and phone number, as well as records representing instances of objects.', 'duration': 26.866, 'max_score': 1212.383, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1212383.jpg'}], 'start': 572.073, 'title': 'Salesforce crm overview', 'summary': 'Provides an overview of salesforce crm, including its different cloud services, sales and marketing aspects, and a demonstration of the force.com console. it also covers details on leads, accounts, opportunities, tabs, profiles, objects, fields, and records, emphasizing the benefits of organized customer data and targeted sales strategies.', 'chapters': [{'end': 735.516, 'start': 572.073, 'title': 'Salesforce crm overview', 'summary': 'Provides an overview of salesforce crm, including its different cloud services, the sales and marketing aspect, and a demonstration of the force.com console for managing customer records.', 'duration': 163.443, 'highlights': ['Salesforce CRM revolves around sales and marketing, focusing on managing customer records and data. The chapter emphasizes the CRM aspect of Salesforce, particularly its focus on sales and marketing and the efficient management of customer records and data.', 'Different cloud services provided by Salesforce are briefly discussed. The chapter briefly introduces the different cloud services provided by Salesforce, setting the context for the discussion about the CRM aspect.', 'Demonstration of force.com console for managing customer records and navigating between applications is detailed. A demonstration of the force.com console for managing customer records is presented, including navigating between different applications within the force.com platform.']}, {'end': 1251.411, 'start': 735.596, 'title': 'Salesforce crm overview', 'summary': 'Provides an overview of salesforce crm, including details on leads, accounts, opportunities, tabs, profiles, objects, fields, and records, emphasizing the benefits of organized customer data and targeted sales strategies.', 'duration': 515.815, 'highlights': ['Salesforce CRM allows for detailed customer data storage and organization, including lead details, company accounts, and opportunities, enabling targeted sales strategies. The CRM system allows for the storage of lead details, company accounts, and opportunities, providing a comprehensive view of customer data for targeted sales strategies.', 'Profiles in Salesforce control user access and viewing permissions, allowing for tailored access to specific records and objects. Profiles in Salesforce control user access and viewing permissions, enabling tailored access to specific records and objects based on job roles and responsibilities.', 'Objects in Salesforce function as database tables for storing customer data, with records representing individual instances and fields as specific data points. Objects in Salesforce serve as database tables for storing customer data, with records representing individual instances and fields as specific data points such as text, email, number, or date.', 'Tabs in Salesforce provide quick access to different objects and records, acting as shortcuts for efficient navigation within the CRM system. Tabs in Salesforce offer quick access to different objects and records, serving as shortcuts for efficient navigation within the CRM system, enhancing user productivity.']}], 'duration': 679.338, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU572073.jpg', 'highlights': ['The CRM system allows for the storage of lead details, company accounts, and opportunities, providing a comprehensive view of customer data for targeted sales strategies.', 'Profiles in Salesforce control user access and viewing permissions, enabling tailored access to specific records and objects based on job roles and responsibilities.', 'Tabs in Salesforce offer quick access to different objects and records, serving as shortcuts for efficient navigation within the CRM system, enhancing user productivity.', 'Objects in Salesforce serve as database tables for storing customer data, with records representing individual instances and fields as specific data points such as text, email, number, or date.', 'A demonstration of the force.com console for managing customer records is presented, including navigating between different applications within the force.com platform.', 'The chapter briefly introduces the different cloud services provided by Salesforce, setting the context for the discussion about the CRM aspect.', 'Salesforce CRM revolves around sales and marketing, focusing on managing customer records and data. The chapter emphasizes the CRM aspect of Salesforce, particularly its focus on sales and marketing and the efficient management of customer records and data.']}, {'end': 2252.282, 'segs': [{'end': 1306.094, 'src': 'embed', 'start': 1276.201, 'weight': 0, 'content': [{'end': 1277.862, 'text': "Let's say the first name is Ryan.", 'start': 1276.201, 'duration': 1.661}, {'end': 1281.926, 'text': "And let's say the last name is Joseph.", 'start': 1278.983, 'duration': 2.943}, {'end': 1285.329, 'text': "So let's say that this person is working for Accenture.", 'start': 1283.247, 'duration': 2.082}, {'end': 1288.665, 'text': 'okay, I can have those details here.', 'start': 1286.164, 'duration': 2.501}, {'end': 1292.307, 'text': "what title, what is he working there as he's working there as a consultant?", 'start': 1288.665, 'duration': 3.642}, {'end': 1296.929, 'text': 'okay, anything, maybe a marketing consultant or a sales consultant, all these things.', 'start': 1292.307, 'duration': 4.622}, {'end': 1298.61, 'text': 'so I can have all those details.', 'start': 1296.929, 'duration': 1.681}, {'end': 1300.771, 'text': 'then, you know, I can say the lead source.', 'start': 1298.61, 'duration': 2.161}, {'end': 1306.094, 'text': 'I can say how we got to know about your product, whether it was through the web or was it through the phone, all those things.', 'start': 1300.771, 'duration': 5.323}], 'summary': 'Ryan joseph works as a consultant at accenture, focusing on marketing or sales. lead source is tracked via web or phone.', 'duration': 29.893, 'max_score': 1276.201, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1276201.jpg'}, {'end': 1404.136, 'src': 'embed', 'start': 1376.664, 'weight': 1, 'content': [{'end': 1382.508, 'text': 'so, basically, when you add such details, right, it gives more visibility to your sales representative, right?', 'start': 1376.664, 'duration': 5.844}, {'end': 1386.251, 'text': 'so we can relate to what happened to his conversation the last time and all those things.', 'start': 1382.508, 'duration': 3.743}, {'end': 1393.135, 'text': "okay, so I'm just gonna say you know warm and I'm gonna just save this record.", 'start': 1386.251, 'duration': 6.884}, {'end': 1396.998, 'text': 'okay, so when I save this record, the details go into my object.', 'start': 1393.135, 'duration': 3.863}, {'end': 1404.136, 'text': 'If I access this object again leads, then I have another record here of Ryan Joseph, Which I just entered.', 'start': 1398.474, 'duration': 5.662}], 'summary': 'Adding details gives visibility to sales representative, saving record stores details for easy access.', 'duration': 27.472, 'max_score': 1376.664, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1376664.jpg'}, {'end': 1566.763, 'src': 'embed', 'start': 1542.887, 'weight': 3, 'content': [{'end': 1549.606, 'text': "OK and if I click on any of these, right, student app or business application, then I'm into this application right now.", 'start': 1542.887, 'duration': 6.719}, {'end': 1553.39, 'text': "So, basically, now I'm gonna show you how to create your own application from scratch.", 'start': 1550.046, 'duration': 3.344}, {'end': 1559.135, 'text': 'okay?. Your application what are the different tabs and objects will be visible and all those things, okay?', 'start': 1553.39, 'duration': 5.745}, {'end': 1566.763, 'text': 'So if you want to do any of those from scratch, if you wanna create anything, then you gotta basically click on this setup here, okay?', 'start': 1559.155, 'duration': 7.608}], 'summary': 'Demonstrating how to create a custom application from scratch using the setup option.', 'duration': 23.876, 'max_score': 1542.887, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1542887.jpg'}, {'end': 1611.514, 'src': 'embed', 'start': 1581.382, 'weight': 2, 'content': [{'end': 1585.343, 'text': 'You can customize it with respect to your objects or your fields.', 'start': 1581.382, 'duration': 3.961}, {'end': 1587.224, 'text': 'You can edit all those things here.', 'start': 1585.443, 'duration': 1.781}, {'end': 1591.465, 'text': "So if I just quickly go down, under Build, there's an option to Create.", 'start': 1587.684, 'duration': 3.781}, {'end': 1596.227, 'text': "So if I click on Create, and if I click on Apps, then it'll let me create a new application.", 'start': 1591.805, 'duration': 4.422}, {'end': 1601.869, 'text': 'so currently it is a business application, so I can create another one by clicking on this here.', 'start': 1596.787, 'duration': 5.082}, {'end': 1607.172, 'text': "and similarly, if I want to create another object inside any application and I can do that and if it's tabs,", 'start': 1601.869, 'duration': 5.303}, {'end': 1611.514, 'text': "you can do that also and all these things okay, whether it's packages or report types.", 'start': 1607.172, 'duration': 4.342}], 'summary': 'Customize objects and fields, create new applications and objects, and manage tabs and report types.', 'duration': 30.132, 'max_score': 1581.382, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1581382.jpg'}, {'end': 2230.162, 'src': 'embed', 'start': 2200.945, 'weight': 4, 'content': [{'end': 2204.146, 'text': "if you come down, There's an option of custom fields and relationships.", 'start': 2200.945, 'duration': 3.201}, {'end': 2212.546, 'text': "Okay, so I can define the different fields in this category Okay, so I'm gonna click on new over here and I can choose a data type.", 'start': 2204.486, 'duration': 8.06}, {'end': 2218.551, 'text': 'So the data type of a field is basically gonna control the kind of data that will be stored in a particular field.', 'start': 2213.167, 'duration': 5.384}, {'end': 2224.196, 'text': "So let's say I wanna choose, first of all I wanna save the name of my particular lead.", 'start': 2219.612, 'duration': 4.584}, {'end': 2230.162, 'text': "So I'm gonna say text because that'll let me store any kind of combination of letters and numbers.", 'start': 2224.597, 'duration': 5.565}], 'summary': 'Creating custom fields in a category with different data types for storing lead information.', 'duration': 29.217, 'max_score': 2200.945, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2200945.jpg'}], 'start': 1252.632, 'title': 'Salesforce application customization and lead entry', 'summary': 'Covers adding and customizing leads in salesforce, highlighting lead details for sales visibility, as well as creating custom applications with features like naming, image insertion, tab customization, and defining custom fields with data types.', 'chapters': [{'end': 1341.011, 'start': 1252.632, 'title': 'Sales application lead entry', 'summary': 'Explores how to add a new lead in the sales application, including entering details such as name, company, title, lead source, and campaign, with a mention of lookups and relationships.', 'duration': 88.379, 'highlights': ["Entering new lead details such as first name, last name, company, title, and lead source. Details including first name 'Ryan', last name 'Joseph', company 'Accenture', and lead source 'web'.", 'Explanation of using lookups to import details from another object and a mention of discussing relationships and lookups later. Demonstrates the use of lookups to import details and hints at future discussion on relationships and lookups.', 'Introduction to the concept of lead source and options such as web, partner referral, and purchase list. Explains the lead source concept and mentions options like web, partner referral, and purchase list.']}, {'end': 1658.335, 'start': 1341.011, 'title': 'Salesforce leads and application customization', 'summary': "Explains how to add and customize leads in salesforce, emphasizing the importance of lead details for sales representatives' visibility, and then delves into creating custom applications in the salesforce environment.", 'duration': 317.324, 'highlights': ["The importance of adding lead details for sales representatives' visibility is emphasized, allowing for better tracking and understanding of customer interactions. Visibility of lead details improves sales representatives' performance.", 'The process of customizing the view of leads in Salesforce is explained, enabling users to control which fields are visible for better customization. Customizing lead views provides flexibility and enhances user experience.', 'The procedure for creating custom applications in Salesforce is detailed, demonstrating the ability to control the visibility of tabs and objects. Creation of custom applications allows for tailored user experience and efficient data management.']}, {'end': 2252.282, 'start': 1658.335, 'title': 'Creating custom applications and objects in salesforce', 'summary': 'Explains the process of creating a custom salesforce application, including naming, image insertion, tab customization, default landing tab selection, and profile visibility. it also covers the creation of custom objects, default fields, adding objects to tabs, and defining custom fields with data types.', 'duration': 593.947, 'highlights': ['The process of creating a custom Salesforce application involves naming, image insertion, tab customization, default landing tab selection, and profile visibility. It explains the steps to create a new custom application, customize tabs, select a default landing tab, and determine profile visibility for the application.', 'Creating custom objects in Salesforce involves defining default fields, adding objects to tabs, and defining custom fields with data types. It covers the process of creating custom objects, defining default fields, adding objects to tabs, and defining custom fields with data types such as text and auto number.']}], 'duration': 999.65, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU1252632.jpg', 'highlights': ["Details including first name 'Ryan', last name 'Joseph', company 'Accenture', and lead source 'web'.", "Visibility of lead details improves sales representatives' performance.", 'Creation of custom applications allows for tailored user experience and efficient data management.', 'It explains the steps to create a new custom application, customize tabs, select a default landing tab, and determine profile visibility for the application.', 'It covers the process of creating custom objects, defining default fields, adding objects to tabs, and defining custom fields with data types such as text and auto number.']}, {'end': 2992.983, 'segs': [{'end': 2322.616, 'src': 'embed', 'start': 2289.814, 'weight': 2, 'content': [{'end': 2292.256, 'text': "And going to the next option, there's something called as required.", 'start': 2289.814, 'duration': 2.442}, {'end': 2300.181, 'text': 'Okay, now if I check on this particular field, then it means this field name will be a compulsory field which has to be added.', 'start': 2292.496, 'duration': 7.685}, {'end': 2304.084, 'text': 'So without adding details into this field, the particular record cannot be created.', 'start': 2300.381, 'duration': 3.703}, {'end': 2306.185, 'text': "So I'm gonna click on required,", 'start': 2304.824, 'duration': 1.361}, {'end': 2313.794, 'text': "because what is the point in creating a record without storing that particular person's name or that particular lead's name right?", 'start': 2306.573, 'duration': 7.221}, {'end': 2315.595, 'text': "So I'm gonna click on required.", 'start': 2314.074, 'duration': 1.521}, {'end': 2322.616, 'text': "and then, when it comes to unique, it means that you don't want the different records to have the same value in this particular field.", 'start': 2315.595, 'duration': 7.021}], 'summary': 'Configuring field options: required makes field compulsory, unique ensures no duplicate values.', 'duration': 32.802, 'max_score': 2289.814, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2289814.jpg'}, {'end': 2370.197, 'src': 'embed', 'start': 2342.2, 'weight': 3, 'content': [{'end': 2347.102, 'text': "is you know Something gonna be useful when you're trying to import data into your Salesforce?", 'start': 2342.2, 'duration': 4.902}, {'end': 2350.864, 'text': "Okay, that's because this will choose this as a unique field.", 'start': 2347.102, 'duration': 3.762}, {'end': 2355.085, 'text': 'if I click on external ID here, That means this lead name right?', 'start': 2350.864, 'duration': 4.221}, {'end': 2356.646, 'text': 'So this will be unique and unique.', 'start': 2355.165, 'duration': 1.481}, {'end': 2361.57, 'text': 'Whatever you know, data that can be added, then they can be mapped with respect to this particular field.', 'start': 2357.066, 'duration': 4.504}, {'end': 2370.197, 'text': "So you will understand this better when I come to this aspect later in the session, but for now I'm just gonna click on require and go to next,", 'start': 2361.57, 'duration': 8.627}], 'summary': 'Using external id as a unique field for importing data into salesforce, facilitating mapping and data addition.', 'duration': 27.997, 'max_score': 2342.2, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2342200.jpg'}, {'end': 2557.157, 'src': 'embed', 'start': 2527.501, 'weight': 0, 'content': [{'end': 2533.565, 'text': 'Okay, you have an option of pick list, right? So I can choose pick list, or I can choose multiple pick list.', 'start': 2527.501, 'duration': 6.064}, {'end': 2539.722, 'text': "So when I say pick list, that means you will get a dropdown with a list of values and when you're entering the record details,", 'start': 2534.358, 'duration': 5.364}, {'end': 2541.484, 'text': 'you can only choose one of them, okay?', 'start': 2539.722, 'duration': 1.762}, {'end': 2546.788, 'text': 'So from my earlier example you saw that of the lead status, right?', 'start': 2542.044, 'duration': 4.744}, {'end': 2549.831, 'text': 'There was open, contacted, open, not contacted, all those things.', 'start': 2546.988, 'duration': 2.843}, {'end': 2557.157, 'text': 'So if you want just one option to be chosen, then you can click on pick list, and if you want more than one option to be chosen,', 'start': 2550.371, 'duration': 6.786}], 'summary': 'Users can choose between single or multiple options from a pick list in a dropdown menu for record details.', 'duration': 29.656, 'max_score': 2527.501, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2527501.jpg'}, {'end': 2907.899, 'src': 'embed', 'start': 2876.519, 'weight': 1, 'content': [{'end': 2878.62, 'text': 'Okay, now let me show you an example of that.', 'start': 2876.519, 'duration': 2.101}, {'end': 2881.602, 'text': 'So let me choose the country field as country.', 'start': 2879.121, 'duration': 2.481}, {'end': 2884.024, 'text': 'Okay, so based on the country, I want to choose cities.', 'start': 2881.862, 'duration': 2.162}, {'end': 2888.366, 'text': "So the dependent field would be city and then I'm going to click on continue.", 'start': 2884.144, 'duration': 4.222}, {'end': 2892.009, 'text': 'So I have my list of controlling fields here.', 'start': 2889.407, 'duration': 2.602}, {'end': 2895.971, 'text': 'Okay, so my controlling fields are the country that is USA, India, England, Germany and France.', 'start': 2892.029, 'duration': 3.942}, {'end': 2902.735, 'text': 'Now, which would be the values that I would want to exclude from this country? Okay, so I would want New York and I would want Washington.', 'start': 2896.591, 'duration': 6.144}, {'end': 2903.936, 'text': "So I'm going to click on these two here.", 'start': 2902.835, 'duration': 1.101}, {'end': 2907.899, 'text': 'And when it comes to India, I would want Delhi and Bangalore.', 'start': 2904.577, 'duration': 3.322}], 'summary': 'Demonstration of country and city selection with exclusion of specific cities for the usa and india.', 'duration': 31.38, 'max_score': 2876.519, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2876519.jpg'}], 'start': 2252.282, 'title': 'Creating custom fields and dependencies in salesforce', 'summary': 'Explains creating custom fields with options for field type, length, required status, uniqueness, and external id. it also demonstrates creating phone number, email address, and pick list fields, and implementing field dependencies based on country selection to ensure data accuracy and efficiency in salesforce setup.', 'chapters': [{'end': 2361.57, 'start': 2252.282, 'title': 'Creating custom fields in salesforce', 'summary': 'Explains the process of creating custom fields in salesforce, including options for field type, length, required status, uniqueness, and external id, emphasizing the importance of configuring these properties to optimize data storage and record creation.', 'duration': 109.288, 'highlights': ["The 'required' option makes the field compulsory for record creation, ensuring necessary information is captured, contributing to better data integrity.", "The 'external ID' option designates the field as unique, beneficial for importing data into Salesforce and mapping records based on this unique identifier.", "The 'unique' option prevents different records from having the same value in the field, potentially impacting the data management process.", 'Explaining the significance of different field options, such as type, length, and description, in customizing and optimizing data storage and management in Salesforce.']}, {'end': 2992.983, 'start': 2361.57, 'title': 'Creating custom fields and field dependencies', 'summary': 'Demonstrates the process of creating custom fields such as phone number, email address, and pick list with specific values, and implementing field dependencies based on country selection to restrict city options, ensuring data accuracy and efficiency in salesforce setup.', 'duration': 631.413, 'highlights': ['The process of creating custom fields such as phone number, email address, and pick list with specific values is demonstrated. The speaker explains the step-by-step process of adding phone number and email address fields, setting them as required, and creating a pick list field with predefined country values.', 'Implementation of field dependencies based on country selection to restrict city options is showcased, ensuring data accuracy and efficiency in Salesforce setup. The speaker illustrates how to create field dependencies to limit city options based on the selected country, effectively preventing errors and enhancing user experience.', 'The audience engagement and interaction during the session are mentioned, with a request for feedback and questions. The speaker seeks feedback and questions from the audience, acknowledges the low activity, and encourages active participation for addressing doubts or concerns.']}], 'duration': 740.701, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2252282.jpg', 'highlights': ['The process of creating custom fields such as phone number, email address, and pick list with specific values is demonstrated.', 'Implementation of field dependencies based on country selection to restrict city options is showcased, ensuring data accuracy and efficiency in Salesforce setup.', "The 'required' option makes the field compulsory for record creation, ensuring necessary information is captured, contributing to better data integrity.", "The 'external ID' option designates the field as unique, beneficial for importing data into Salesforce and mapping records based on this unique identifier."]}, {'end': 4602.152, 'segs': [{'end': 3242.286, 'src': 'embed', 'start': 3215.061, 'weight': 0, 'content': [{'end': 3222.349, 'text': 'So I can have this and then I have the visibility option also, the visibility criteria in which I can choose who gets to see this.', 'start': 3215.061, 'duration': 7.288}, {'end': 3224.331, 'text': 'Will this be visible to only me??', 'start': 3222.97, 'duration': 1.361}, {'end': 3229.936, 'text': 'Will this be visible to all users or will it be visible to just certain group of users??', 'start': 3225.833, 'duration': 4.103}, {'end': 3233.179, 'text': 'So this is basically with respect to only the view.', 'start': 3230.496, 'duration': 2.683}, {'end': 3235.981, 'text': 'so when you click on that object, what will be visible? Initially.', 'start': 3233.179, 'duration': 2.802}, {'end': 3237.462, 'text': 'so it just want to control that.', 'start': 3235.981, 'duration': 1.481}, {'end': 3242.286, 'text': "so I'm just gonna say it's visible to all users and I'm gonna save this Right.", 'start': 3237.462, 'duration': 4.824}], 'summary': 'Configuring visibility settings for object, choosing who can see it, including all users.', 'duration': 27.225, 'max_score': 3215.061, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU3215061.jpg'}, {'end': 3524.514, 'src': 'embed', 'start': 3500.469, 'weight': 5, 'content': [{'end': 3510.173, 'text': 'And now, if I want my leads to have one of these jobs, I can choose from a list of these jobs,', 'start': 3500.469, 'duration': 9.704}, {'end': 3512.533, 'text': 'and I can do that by using something called as relationships.', 'start': 3510.173, 'duration': 2.36}, {'end': 3516.155, 'text': 'So there will be a relationship between the leads and the jobs.', 'start': 3513.114, 'duration': 3.041}, {'end': 3524.514, 'text': 'Okay, so when it comes to object relationship, it can be one of the two types Okay, it can be either lookup or it can be master detail.', 'start': 3516.932, 'duration': 7.582}], 'summary': 'Using relationships to connect leads with jobs: lookup or master detail.', 'duration': 24.045, 'max_score': 3500.469, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU3500469.jpg'}, {'end': 3670.454, 'src': 'embed', 'start': 3647.209, 'weight': 2, 'content': [{'end': 3654.704, 'text': 'So the deletion part where, you know, the child cannot exist without the parent, right? So that is cascade delete.', 'start': 3647.209, 'duration': 7.495}, {'end': 3663.415, 'text': 'So we say that there is a cascade delete in case of master detail and there is no cascade delete over here.', 'start': 3655.605, 'duration': 7.81}, {'end': 3670.454, 'text': "okay?. So when it comes to lookup, there is no cascade delete, because cascade delete means when you're deleting one record from one object,", 'start': 3663.415, 'duration': 7.039}], 'summary': 'Cascade delete is explained for master detail relationships.', 'duration': 23.245, 'max_score': 3647.209, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU3647209.jpg'}, {'end': 4022.786, 'src': 'embed', 'start': 3998.056, 'weight': 6, 'content': [{'end': 4004.061, 'text': "and then I'm gonna choose the country as USA, the city he's from as Washington.", 'start': 3998.056, 'duration': 6.005}, {'end': 4010.715, 'text': 'And now, when I try to choose jobs, whatever is visible in this object that would come as a lookup here.', 'start': 4004.79, 'duration': 5.925}, {'end': 4013.057, 'text': "So let's just check what are the options that are there.", 'start': 4010.775, 'duration': 2.282}, {'end': 4019.463, 'text': 'So I created that of entrepreneur, software developer, actor or actress, and then sportsman.', 'start': 4013.658, 'duration': 5.805}, {'end': 4022.786, 'text': 'So one of these options should be visible when I click on the lookup here.', 'start': 4019.803, 'duration': 2.983}], 'summary': 'Choosing from options for job in usa, washington.', 'duration': 24.73, 'max_score': 3998.056, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU3998056.jpg'}, {'end': 4182, 'src': 'embed', 'start': 4138.995, 'weight': 1, 'content': [{'end': 4143.037, 'text': "And now if you see, all the details are there for four different records and they're all updated.", 'start': 4138.995, 'duration': 4.042}, {'end': 4147.96, 'text': 'Now about the difference between the lookup relationship and the master detail relationship.', 'start': 4143.957, 'duration': 4.003}, {'end': 4158.081, 'text': 'is that if you delete one record from the parent object right? then that particular record from the child object will not be deleted.', 'start': 4147.96, 'duration': 10.121}, {'end': 4159.782, 'text': 'So that is the lookup relationship.', 'start': 4158.441, 'duration': 1.341}, {'end': 4164.305, 'text': "So if you see, I've created a lookup relationship, that's what I've defined.", 'start': 4160.243, 'duration': 4.062}, {'end': 4166.546, 'text': 'Now the parent object here is jobs.', 'start': 4164.546, 'duration': 2}, {'end': 4168.849, 'text': 'The child object is my leads.', 'start': 4167.247, 'duration': 1.602}, {'end': 4175.613, 'text': "Now, if I go to jobs and if I delete one of these records here, let's say if I delete software developer,", 'start': 4169.429, 'duration': 6.184}, {'end': 4179.116, 'text': "then Mark Zuckerberg's record should be it will not be deleted.", 'start': 4175.613, 'duration': 3.503}, {'end': 4182, 'text': "So let's go to software developer.", 'start': 4180.296, 'duration': 1.704}], 'summary': 'Explaining the difference between lookup and master-detail relationships, demonstrating with records deletion.', 'duration': 43.005, 'max_score': 4138.995, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU4138995.jpg'}, {'end': 4321.321, 'src': 'embed', 'start': 4288.266, 'weight': 9, 'content': [{'end': 4288.827, 'text': 'Is this fine?', 'start': 4288.266, 'duration': 0.561}, {'end': 4290.007, 'text': 'so can I go forward?', 'start': 4288.827, 'duration': 1.18}, {'end': 4293.369, 'text': "Okay, so, now he's understood the difference between the two.", 'start': 4291.388, 'duration': 1.981}, {'end': 4298.332, 'text': "Okay, so the next topic that I'm gonna talk about is that of page layouts.", 'start': 4294.27, 'duration': 4.062}, {'end': 4308.812, 'text': 'Okay, now I have shown you how to create your own application, your own object, add records to that, create relationships between those objects.', 'start': 4298.925, 'duration': 9.887}, {'end': 4313.055, 'text': 'So these are the basic examples for the different aspects of Salesforce.', 'start': 4309.573, 'duration': 3.482}, {'end': 4316.278, 'text': 'Now comes the concept of page layout.', 'start': 4314.036, 'duration': 2.242}, {'end': 4321.321, 'text': "So when we say page layout, so let's just go into one of these records.", 'start': 4317.378, 'duration': 3.943}], 'summary': 'Training on salesforce covers creating objects, records, relationships, and page layouts.', 'duration': 33.055, 'max_score': 4288.266, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU4288266.jpg'}], 'start': 2992.983, 'title': 'Salesforce customization', 'summary': 'Covers adding custom records to a custom object in salesforce, explaining object relationships, cascade delete, lookup relationship creation, lead job assignment, and page layout customization, resulting in a total of four different job records being created.', 'chapters': [{'end': 3647.009, 'start': 2992.983, 'title': 'Adding records to custom fields', 'summary': 'Explains the process of adding custom records to a custom object in salesforce, demonstrating the addition of lead records with custom fields and the modification of the view to display relevant details, as well as the concept of object relationships and the difference between master-detail and lookup relationships.', 'duration': 654.026, 'highlights': ['The process of adding lead records with custom fields and modifying the view for better visibility is demonstrated, with examples such as adding records for Sachin Tendulkar and Brad Pitt. Example records for Sachin Tendulkar and Brad Pitt are added.', 'The modification of the view is explained, showcasing the control over the visibility of fields and the order in which they appear, along with the option to create a new view or edit the existing one. Demonstration of modifying the view for better visibility.', 'The concept of object relationships in Salesforce, specifically the difference between master-detail and lookup relationships, is detailed, highlighting the implications of each type. Explanation of the difference between master-detail and lookup relationships.']}, {'end': 3944.874, 'start': 3647.209, 'title': 'Cascade delete and relationship in salesforce', 'summary': 'Explains the concept of cascade delete in salesforce, highlighting the difference between master-detail and lookup relationships, and the process of creating a lookup relationship in salesforce.', 'duration': 297.665, 'highlights': ['The concept of cascade delete in Salesforce is explained, emphasizing its occurrence in master-detail relationships and absence in lookup relationships. Cascade delete occurs in master-detail relationships where deleting a parent record automatically deletes the child record, while it does not occur in lookup relationships.', "The process of creating a lookup relationship in Salesforce is detailed, covering the steps involved in setting up the relationship between child and parent objects. The relationship is always created at the child's end, involving the creation of a new field in the child object and referencing it to the parent object.", "The speaker provides an example of the cascade delete concept using the analogy of Tendulkar and Brad Pitt's jobs, clarifying the impact of deleting a record in master-detail and lookup relationships. The example illustrates that in a master-detail relationship, deleting a parent record automatically deletes the associated child record, while in a lookup relationship, the associated record in the parent object is not deleted."]}, {'end': 4138.314, 'start': 3945.615, 'title': 'Lead object job assignment', 'summary': 'Demonstrates the process of assigning job roles to new leads in the system, with a focus on creating new records, assigning specific job roles, and updating the view to display the assigned jobs, resulting in a total of four different job records being created.', 'duration': 192.699, 'highlights': ['The process involves creating new lead records with specific details such as name, phone number, email address, country, and city, resulting in the creation of four different lead records with job assignments.', 'Specific job roles such as entrepreneur, software developer, actor/actress, and sportsman are assigned to the leads, showcasing the diverse options available for job assignments.', 'Updating the view to display the assigned jobs is necessary to ensure visibility, with the addition of new job fields requiring manual inclusion in the view for them to be visible.', "The system enables the editing of lead details to assign specific job roles, exemplified by the assignment of 'sports person' to Tendulkar and 'actor/actress' to Brad Pitt, resulting in a comprehensive assignment of job roles to the leads."]}, {'end': 4602.152, 'start': 4138.995, 'title': 'Salesforce relationship and page layouts', 'summary': 'Discusses the difference between lookup relationship and master-detail relationship in salesforce, emphasizing how records are affected upon deletion in each relationship type. it then delves into the concept of page layouts, demonstrating the process of creating and organizing sections for improved readability and user interface customization.', 'duration': 463.157, 'highlights': ['The chapter discusses the difference between lookup relationship and master-detail relationship in Salesforce, emphasizing how records are affected upon deletion in each relationship type. The explanation details the difference between lookup and master-detail relationships in Salesforce, highlighting the impact on record deletion in each relationship type.', 'The process of creating and organizing sections for improved readability and user interface customization is demonstrated, showcasing the customization of page layouts in Salesforce. The detailed process of customizing page layouts in Salesforce is explained, focusing on the creation and organization of sections to enhance readability and user interface customization.']}], 'duration': 1609.169, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU2992983.jpg', 'highlights': ['Demonstration of modifying the view for better visibility.', 'Explanation of the difference between master-detail and lookup relationships.', 'Cascade delete occurs in master-detail relationships, not in lookup relationships.', 'The process of creating a lookup relationship in Salesforce is detailed.', 'The example illustrates the impact of deleting records in master-detail and lookup relationships.', 'The process involves creating new lead records, resulting in four different lead records with job assignments.', 'Specific job roles such as entrepreneur, software developer, actor/actress, and sportsman are assigned to the leads.', 'The system enables the editing of lead details to assign specific job roles.', 'The explanation details the difference between lookup and master-detail relationships in Salesforce.', 'The detailed process of customizing page layouts in Salesforce is explained.']}, {'end': 5332.284, 'segs': [{'end': 4706.532, 'src': 'embed', 'start': 4680.382, 'weight': 1, 'content': [{'end': 4684.483, 'text': "okay?. Now, how will you verify if the phone number that's being entered here is correct?", 'start': 4680.382, 'duration': 4.101}, {'end': 4692.065, 'text': 'So, ideally, if every phone number is gonna have 10 digits, then we can create a validation rule such that if there are 10 digits,', 'start': 4685.441, 'duration': 6.624}, {'end': 4693.525, 'text': "then it's a valid phone number.", 'start': 4692.065, 'duration': 1.46}, {'end': 4697.748, 'text': "But if it's less than 10 or if it's more than 10, then please show an error.", 'start': 4693.846, 'duration': 3.902}, {'end': 4701.19, 'text': "And you can notify the person who's adding the details.", 'start': 4698.568, 'duration': 2.622}, {'end': 4703.351, 'text': 'You can ask him to re-enter the values.', 'start': 4701.31, 'duration': 2.041}, {'end': 4706.532, 'text': 'So you can do that, so you have that power.', 'start': 4704.051, 'duration': 2.481}], 'summary': 'Validate phone numbers by requiring 10 digits for each entry.', 'duration': 26.15, 'max_score': 4680.382, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU4680382.jpg'}, {'end': 4746.879, 'src': 'embed', 'start': 4719.949, 'weight': 0, 'content': [{'end': 4728.812, 'text': 'So a combination of text and numbers and alphanumeric characters and special characters, and then along with, at the rate and gmail.com,', 'start': 4719.949, 'duration': 8.863}, {'end': 4730.333, 'text': 'so all these things.', 'start': 4728.812, 'duration': 1.521}, {'end': 4732.234, 'text': "So that's what you can do.", 'start': 4730.653, 'duration': 1.581}, {'end': 4735.855, 'text': "And what I'll do is I'll create a validation rule for a phone number.", 'start': 4732.994, 'duration': 2.861}, {'end': 4739.357, 'text': "It's pretty simple to create a validation rule for that.", 'start': 4737.396, 'duration': 1.961}, {'end': 4746.879, 'text': "Let's have a rule which would say that the number of characters in this field should be equal to 10, neither greater nor lesser.", 'start': 4739.397, 'duration': 7.482}], 'summary': 'Creating a validation rule for phone number: 10 characters', 'duration': 26.93, 'max_score': 4719.949, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU4719949.jpg'}, {'end': 5317.196, 'src': 'embed', 'start': 5289.703, 'weight': 2, 'content': [{'end': 5294.148, 'text': 'when we say formula fields are basically based on values in two different fields.', 'start': 5289.703, 'duration': 4.445}, {'end': 5296.05, 'text': 'the third field value will be calculated.', 'start': 5294.148, 'duration': 1.902}, {'end': 5301.426, 'text': 'Okay, now for That purpose, let me add more fields to this.', 'start': 5296.511, 'duration': 4.915}, {'end': 5308.791, 'text': 'Let me take an example of, let me add a formula such that it will calculate the total income of a particular person.', 'start': 5301.907, 'duration': 6.884}, {'end': 5310.472, 'text': "So let's take an example of Kobe Bryant.", 'start': 5308.891, 'duration': 1.581}, {'end': 5313.414, 'text': 'What are the different revenues that he might earn from?', 'start': 5310.732, 'duration': 2.682}, {'end': 5317.196, 'text': 'So his revenue might first of all come from the team that is.', 'start': 5314.274, 'duration': 2.922}], 'summary': "Formula fields calculate values from two fields to determine total income, illustrated by kobe bryant's potential revenues.", 'duration': 27.493, 'max_score': 5289.703, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU5289703.jpg'}], 'start': 4603.26, 'title': 'Page layouts, validation rules, and formula fields', 'summary': 'Covers the creation, editing, and customization of page layouts, as well as the application of validation rules for phone numbers and email addresses. it also explains formula fields for calculating values based on other field values, with examples included.', 'chapters': [{'end': 4915.043, 'start': 4603.26, 'title': 'Page layouts and validation rules', 'summary': 'Discusses the concept of page layouts, explaining the process of creating, editing, and customizing layouts for customers and colleagues, followed by a detailed explanation of validation rules, including examples of creating validation rules for phone numbers and email addresses and the use of different functions and logical operations.', 'duration': 311.783, 'highlights': ['The chapter discusses the concept of page layouts, explaining the process of creating, editing, and customizing layouts for customers and colleagues. It provides an overview of creating and customizing page layouts, allowing users to modify the appearance of the application for different users, clients, and colleagues.', 'Detailed explanation of validation rules, including examples of creating validation rules for phone numbers and email addresses. It covers the process of creating validation rules for phone numbers and email addresses, emphasizing the verification of correct values in the fields and providing examples of rule creation for specific data formats.', "Explanation of different functions and logical operations for validation rules. The transcript explains the use of various functions and logical operations in validation rules, such as date and time options, logical operations like 'and', and functions like 'is blank' and 'is number', providing insights into the computational aspects of validation rules."]}, {'end': 5332.284, 'start': 4915.664, 'title': 'Validation rules and formula fields', 'summary': 'Discusses the creation and application of validation rules to verify and validate data, including checking the length of a phone number and displaying error messages for invalid entries. it also covers the concept of formula fields for calculating values based on other field values, illustrated with an example of calculating the total income of a person.', 'duration': 416.62, 'highlights': ['Validation rules are used to verify and validate data, such as checking the length of a phone number and displaying error messages for invalid entries. The speaker explains the process of creating a validation rule to check the length of a phone number and display a custom error message if the entry is invalid.', 'Formula fields are utilized for calculating values based on other field values, demonstrated with an example of calculating the total income of a person. The transcript provides an example of using formula fields to calculate the total income of a person based on revenue sources such as team payments and endorsements.', 'The validation rule is updated to set a character limit of neither greater nor less than 14 for the phone number, ensuring accurate data entry. The speaker demonstrates the process of updating the validation rule to set a specific character limit for the phone number, ensuring accurate data entry.']}], 'duration': 729.024, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU4603260.jpg', 'highlights': ['Detailed explanation of validation rules, including examples of creating validation rules for phone numbers and email addresses.', 'Validation rules are used to verify and validate data, such as checking the length of a phone number and displaying error messages for invalid entries.', 'Formula fields are utilized for calculating values based on other field values, demonstrated with an example of calculating the total income of a person.']}, {'end': 7231.178, 'segs': [{'end': 5510.557, 'src': 'embed', 'start': 5488.785, 'weight': 0, 'content': [{'end': 5497.067, 'text': 'So if I go to my fields and if I click on any of these leads, so there are two different fields, primary income and secondary income.', 'start': 5488.785, 'duration': 8.282}, {'end': 5500.728, 'text': 'And let me add another field actually.', 'start': 5498.187, 'duration': 2.541}, {'end': 5504.689, 'text': "I'll just go down to custom fields and relationships, add a new field.", 'start': 5501.448, 'duration': 3.241}, {'end': 5510.557, 'text': 'Now I can add a third field that is total income by just adding a new formula.', 'start': 5505.914, 'duration': 4.643}], 'summary': 'Adding a new formula for total income in custom fields.', 'duration': 21.772, 'max_score': 5488.785, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU5488785.jpg'}, {'end': 5753.756, 'src': 'embed', 'start': 5727.997, 'weight': 2, 'content': [{'end': 5732.398, 'text': "And since all your company's data is on Salesforce, you don't want the entire access to go to every employee.", 'start': 5727.997, 'duration': 4.401}, {'end': 5738.182, 'text': "Supposing if it's the sales team, then you would only want them to have the list of all the leads and opportunities.", 'start': 5733.277, 'duration': 4.905}, {'end': 5746.869, 'text': "But if it's the marketing team, then you might want them to have a look at all the details, the leads, opportunities and the customers,", 'start': 5739.062, 'duration': 7.807}, {'end': 5753.756, 'text': 'because the marketing team might want to do some remarketing and they might want to target even their existing customers for new products.', 'start': 5746.869, 'duration': 6.887}], 'summary': 'Restrict access to salesforce data based on team roles and needs.', 'duration': 25.759, 'max_score': 5727.997, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU5727997.jpg'}, {'end': 6327.984, 'src': 'embed', 'start': 6300.441, 'weight': 3, 'content': [{'end': 6303.302, 'text': 'OK, so service profile is right here and my sales profile is right here.', 'start': 6300.441, 'duration': 2.861}, {'end': 6306.945, 'text': "So now what I'm going to do is I want to create new users.", 'start': 6304.083, 'duration': 2.862}, {'end': 6307.485, 'text': 'All right.', 'start': 6307.205, 'duration': 0.28}, {'end': 6310.687, 'text': 'So I can do that by going clicking on users over here.', 'start': 6307.805, 'duration': 2.882}, {'end': 6312.568, 'text': "OK, I don't manage users when I click here.", 'start': 6310.827, 'duration': 1.741}, {'end': 6315.662, 'text': 'It says these are the existing users.', 'start': 6313.362, 'duration': 2.3}, {'end': 6320.743, 'text': 'Now the user integration, this is one standard user that comes with every Salesforce org.', 'start': 6316.783, 'duration': 3.96}, {'end': 6322.824, 'text': 'Same thing can be said for these three.', 'start': 6321.183, 'duration': 1.641}, {'end': 6327.984, 'text': "And for my org, since it's my org, I'm the administrator for the Salesforce org.", 'start': 6323.304, 'duration': 4.68}], 'summary': 'Creating new users in salesforce org, with existing standard users and administrator role.', 'duration': 27.543, 'max_score': 6300.441, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU6300441.jpg'}], 'start': 5332.284, 'title': 'Salesforce customization', 'summary': 'Covers creating income fields, formula fields, user management, object creation, and profile management in salesforce, with specific examples and steps provided for each topic.', 'chapters': [{'end': 5425.391, 'start': 5332.284, 'title': 'Creating income fields for kobe bryant', 'summary': 'Explains the process of creating primary and secondary income sources as custom fields, with a third field for total income, using a formula, all within the my leads object in salesforce, including the specific field settings and the error encountered during the process.', 'duration': 93.107, 'highlights': ['The chapter explains the process of creating primary and secondary income sources as custom fields, with a third field for total income, using a formula, all within the My Leads object in Salesforce.', "The specific field settings include naming the first field 'primary income' with a length of 18 characters and zero decimal places.", 'The process encountered an error that the length must be less than or equal to 18 when setting the length of the first field, resulting in a modification of the field settings.']}, {'end': 5686.28, 'start': 5427.152, 'title': 'Creating formula fields in salesforce', 'summary': 'Details the process of creating formula fields in salesforce, including adding primary and secondary income fields, calculating total income, and demonstrating automatic generation of total income based on the input values.', 'duration': 259.128, 'highlights': ['The process of creating formula fields in Salesforce involves adding primary and secondary income fields, calculating total income, and demonstrating automatic generation of total income based on the input values.', 'The speaker explains the step-by-step process of creating formula fields, such as adding new fields, setting data types, creating formulas, and testing the generated fields with specific input values.', "The demonstration includes examples of setting up formula fields for different records, such as Mark Zuckerberg's and Kobe Bryant's, to showcase the automatic generation of total income based on the primary and secondary income values entered."]}, {'end': 6080.899, 'start': 5686.84, 'title': 'Salesforce user management', 'summary': "Discusses the management of users, profiles, permission sets, and roles in salesforce, emphasizing the importance of controlling access to data based on different teams' requirements and the use of permission sets to extend profile functionality.", 'duration': 394.059, 'highlights': ["The chapter emphasizes the importance of controlling access to data based on different teams' requirements. The speaker highlights the need to manage access to Salesforce data based on the different teams' requirements, such as sales, marketing, and customer support, to ensure that employees only have access to the data relevant to their roles.", 'The use of permission sets to extend profile functionality. The transcript explains the use of permission sets to provide additional permissions to specific individuals beyond what is defined in their assigned profile, using the example of providing senior members such as sales heads and marketing heads with extended data access.', 'The role hierarchy controls access to data and permissions for different users. The role hierarchy in Salesforce allows for the control of data access and permissions, with higher-level roles having broader access and editing capabilities, enabling managers to view, edit, and delete data owned by their subordinates.']}, {'end': 6652.795, 'start': 6081.139, 'title': 'Salesforce object creation and user profile management', 'summary': 'Explains the process of creating new objects and tabs in salesforce, along with creating new profiles and users, assigning them to specific profiles, and controlling their access to objects, with examples and steps provided.', 'duration': 571.656, 'highlights': ['The process of creating new objects and tabs in Salesforce. The speaker explains the step-by-step process of creating a new object for customers, adding it to tabs, and populating it with records like Lionel Messi, Anil Ambani, and Donald Trump.', 'Creating new profiles and assigning them to specific users. The speaker demonstrates creating new profiles such as sales profile and service profile, and assigning them to users like Mike J, with a detailed explanation of the steps involved.', "Controlling user access to specific objects through profile settings. The process of controlling user access to specific objects like 'my leads' and 'my customers' through profile settings is explained, with an example of granting access to the sales team while restricting it for the support team."]}, {'end': 7231.178, 'start': 6652.795, 'title': 'Managing user profiles and permission sets', 'summary': 'Covers the process of managing user profiles and permission sets, including creating new users, adjusting user licenses, and utilizing permission sets to extend access to specific objects within salesforce.', 'duration': 578.383, 'highlights': ['The process of creating a new user, assigning user licenses and profiles, and adjusting user access to resources within Salesforce, such as custom objects and permissions. The transcript extensively details the process of creating a new user, assigning user licenses, profiles, and adjusting user access to specific resources within Salesforce.', 'Utilizing permission sets to extend access to specific objects within Salesforce, enabling users to view and manage additional resources beyond their default profile settings. The concept of permission sets is explained, highlighting how they extend access to specific objects within Salesforce, allowing users to view and manage additional resources beyond their default profile settings.', 'Demonstrating the process of creating and assigning permission sets to users, enabling them to access additional objects and resources within Salesforce. The transcript provides a demonstration of creating and assigning permission sets to users, showcasing how it enables them to access additional objects and resources within Salesforce.']}], 'duration': 1898.894, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU5332284.jpg', 'highlights': ['The process of creating primary and secondary income sources as custom fields, with a third field for total income, using a formula, all within the My Leads object in Salesforce.', 'The process of creating formula fields in Salesforce involves adding primary and secondary income fields, calculating total income, and demonstrating automatic generation of total income based on the input values.', "The chapter emphasizes the importance of controlling access to data based on different teams' requirements.", 'The process of creating new objects and tabs in Salesforce.', 'The process of creating a new user, assigning user licenses and profiles, and adjusting user access to resources within Salesforce, such as custom objects and permissions.']}, {'end': 8722.19, 'segs': [{'end': 7335.88, 'src': 'heatmap', 'start': 7245.908, 'weight': 1, 'content': [{'end': 7250.31, 'text': "Let's say that when I add a new record to my leads object, then he's aware of my product.", 'start': 7245.908, 'duration': 4.402}, {'end': 7255.671, 'text': "then I wanna let him know that I'd like to send an email saying thank you for checking out our product.", 'start': 7250.31, 'duration': 5.361}, {'end': 7258.352, 'text': 'We wish you our best experience in our platform and all those things.', 'start': 7255.891, 'duration': 2.461}, {'end': 7261.333, 'text': "So some kind of an automated email will go to that particular person's email address.", 'start': 7258.372, 'duration': 2.961}, {'end': 7262.734, 'text': "So I'll show you how that is done.", 'start': 7261.693, 'duration': 1.041}, {'end': 7270.036, 'text': 'First of all, if you wanna achieve that, what you gotta do is you gotta first create an email template, right? So only then you can send the email.', 'start': 7264.194, 'duration': 5.842}, {'end': 7272.117, 'text': "So first I'll create an email template.", 'start': 7270.056, 'duration': 2.061}, {'end': 7274.478, 'text': "So let's quickly search email here.", 'start': 7272.317, 'duration': 2.161}, {'end': 7277.651, 'text': 'So we have email templates.', 'start': 7276.55, 'duration': 1.101}, {'end': 7279.993, 'text': 'These are your existing email templates.', 'start': 7278.251, 'duration': 1.742}, {'end': 7285.156, 'text': 'So you can either create your own email template or you can clone one of these things, okay?', 'start': 7280.573, 'duration': 4.583}, {'end': 7287.258, 'text': "So what I'm gonna do is I'm gonna create my own template.", 'start': 7285.497, 'duration': 1.761}, {'end': 7288.359, 'text': "So I'm gonna click on new.", 'start': 7287.278, 'duration': 1.081}, {'end': 7291.201, 'text': 'So I want it in the text format, right? My email.', 'start': 7288.939, 'duration': 2.262}, {'end': 7294.784, 'text': "So I'm gonna just click on text and I'm gonna click on next.", 'start': 7291.581, 'duration': 3.203}, {'end': 7300.648, 'text': 'But if it is either HTML, then if it was HTML, then it would have some kind of link to my website or something like that.', 'start': 7294.804, 'duration': 5.844}, {'end': 7303.63, 'text': 'So for my email, I just want it to be a text email.', 'start': 7301.108, 'duration': 2.522}, {'end': 7305.552, 'text': "So I'm just gonna click on text and I'm gonna click on next.", 'start': 7303.65, 'duration': 1.902}, {'end': 7309.948, 'text': 'So here you have the contact fields.', 'start': 7307.967, 'duration': 1.981}, {'end': 7314.071, 'text': "OK So what I can do is I'm going to choose my leads fields here.", 'start': 7310.009, 'duration': 4.062}, {'end': 7317.614, 'text': 'OK Now what I can do is I can keep editing these details here.', 'start': 7314.172, 'duration': 3.442}, {'end': 7319.896, 'text': "So first of all let's check on this.", 'start': 7317.654, 'duration': 2.242}, {'end': 7320.876, 'text': "It's available for use.", 'start': 7320.016, 'duration': 0.86}, {'end': 7322.277, 'text': "I'm going to give the template name.", 'start': 7321.177, 'duration': 1.1}, {'end': 7325.76, 'text': "So let's say the name is automation template.", 'start': 7322.698, 'duration': 3.062}, {'end': 7329.983, 'text': "OK I'm going to give this and this is going to be the unique name.", 'start': 7326.04, 'duration': 3.943}, {'end': 7331.965, 'text': 'And what is the description.', 'start': 7330.604, 'duration': 1.361}, {'end': 7335.88, 'text': "Well, this is again not mandatory, so I'm not gonna fill it here.", 'start': 7333.238, 'duration': 2.642}], 'summary': 'Creating an automated email template for new leads in a crm system.', 'duration': 89.972, 'max_score': 7245.908, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU7245908.jpg'}, {'end': 7309.948, 'src': 'embed', 'start': 7278.251, 'weight': 6, 'content': [{'end': 7279.993, 'text': 'These are your existing email templates.', 'start': 7278.251, 'duration': 1.742}, {'end': 7285.156, 'text': 'So you can either create your own email template or you can clone one of these things, okay?', 'start': 7280.573, 'duration': 4.583}, {'end': 7287.258, 'text': "So what I'm gonna do is I'm gonna create my own template.", 'start': 7285.497, 'duration': 1.761}, {'end': 7288.359, 'text': "So I'm gonna click on new.", 'start': 7287.278, 'duration': 1.081}, {'end': 7291.201, 'text': 'So I want it in the text format, right? My email.', 'start': 7288.939, 'duration': 2.262}, {'end': 7294.784, 'text': "So I'm gonna just click on text and I'm gonna click on next.", 'start': 7291.581, 'duration': 3.203}, {'end': 7300.648, 'text': 'But if it is either HTML, then if it was HTML, then it would have some kind of link to my website or something like that.', 'start': 7294.804, 'duration': 5.844}, {'end': 7303.63, 'text': 'So for my email, I just want it to be a text email.', 'start': 7301.108, 'duration': 2.522}, {'end': 7305.552, 'text': "So I'm just gonna click on text and I'm gonna click on next.", 'start': 7303.65, 'duration': 1.902}, {'end': 7309.948, 'text': 'So here you have the contact fields.', 'start': 7307.967, 'duration': 1.981}], 'summary': 'Creating a text email template with contact fields.', 'duration': 31.697, 'max_score': 7278.251, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU7278251.jpg'}, {'end': 7641.703, 'src': 'embed', 'start': 7611.756, 'weight': 3, 'content': [{'end': 7618.419, 'text': "So let's say the email description is automated.", 'start': 7611.756, 'duration': 6.663}, {'end': 7623.672, 'text': 'email response to leads okay?', 'start': 7618.419, 'duration': 5.253}, {'end': 7631.037, 'text': "So I'm gonna do this and this is gonna be the unique name of that particular email alert, and then you gotta choose a template.", 'start': 7624.393, 'duration': 6.644}, {'end': 7637.361, 'text': 'So now you can choose the template which will be sent to the My Leads, okay?', 'start': 7631.057, 'duration': 6.304}, {'end': 7641.703, 'text': 'So, from the My Leads object, this kind of email will be sent to those people.', 'start': 7637.421, 'duration': 4.282}], 'summary': 'Automated email responses to my leads object for sending templates.', 'duration': 29.947, 'max_score': 7611.756, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU7611756.jpg'}, {'end': 8485.547, 'src': 'embed', 'start': 8456.653, 'weight': 2, 'content': [{'end': 8460.995, 'text': "Now what I'm gonna do is I'm gonna quickly go to my leads object and see if it's all a success.", 'start': 8456.653, 'duration': 4.342}, {'end': 8463.756, 'text': "All right, I'm gonna click on this again.", 'start': 8461.795, 'duration': 1.961}, {'end': 8468.339, 'text': 'Okay, when I click on Go, I get Rakish and Suresh.', 'start': 8464.915, 'duration': 3.424}, {'end': 8471.502, 'text': 'So I added these two leads just a couple of minutes back in front of you.', 'start': 8468.679, 'duration': 2.823}, {'end': 8473.884, 'text': 'I added them in my Excel and I uploaded them to the Salesforce.', 'start': 8471.562, 'duration': 2.322}, {'end': 8477.461, 'text': "So, Yep, that's it.", 'start': 8474.625, 'duration': 2.836}, {'end': 8480.483, 'text': 'I think that is how we do the data importing wizard.', 'start': 8478.001, 'duration': 2.482}, {'end': 8485.547, 'text': "And since it's less than 50, 000 records, I can just do it using my importing wizard.", 'start': 8481.084, 'duration': 4.463}], 'summary': 'Successfully uploaded 2 leads to salesforce using data importing wizard.', 'duration': 28.894, 'max_score': 8456.653, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU8456653.jpg'}, {'end': 8544.587, 'src': 'embed', 'start': 8518.576, 'weight': 1, 'content': [{'end': 8522.879, 'text': 'So this portal has revealed that there are over 4, 000 jobs for Salesforce professionals.', 'start': 8518.576, 'duration': 4.303}, {'end': 8526.542, 'text': 'And this 4, 000 jobs is in real time.', 'start': 8523.88, 'duration': 2.662}, {'end': 8533.099, 'text': "And every time there are 4, 000 requirements for positions and yeah, that's the demand.", 'start': 8527.495, 'duration': 5.604}, {'end': 8538.142, 'text': "So, as long as you're skilled in Salesforce, if you know how Salesforce works, if you know everything, then yeah,", 'start': 8533.139, 'duration': 5.003}, {'end': 8544.587, 'text': 'you can might as well apply through this portal and you can find yourself lucky to get one of the Salesforce jobs.', 'start': 8538.142, 'duration': 6.445}], 'summary': 'Over 4,000 real-time salesforce jobs available, indicating high demand for skilled professionals.', 'duration': 26.011, 'max_score': 8518.576, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU8518576.jpg'}, {'end': 8599.225, 'src': 'embed', 'start': 8573.027, 'weight': 0, 'content': [{'end': 8578.911, 'text': "And yeah, pretty much from the graph, it's visible that Salesforce has been growing rapidly, continuously, over the last few years.", 'start': 8573.027, 'duration': 5.884}, {'end': 8587.798, 'text': "And it's predicted that, at this rate, by the next five years, this Salesforce field is expected to grow by 25% or more, right?", 'start': 8579.492, 'duration': 8.306}, {'end': 8589.439, 'text': 'So those are the opportunities.', 'start': 8588.078, 'duration': 1.361}, {'end': 8591.22, 'text': "It's an upward graph.", 'start': 8590.44, 'duration': 0.78}, {'end': 8599.225, 'text': 'So this was where it was in 2012, and here we are here, okay? So this is the number of job postings for Salesforce.', 'start': 8591.861, 'duration': 7.364}], 'summary': 'Salesforce has been growing rapidly, with a predicted 25% growth in the next five years, as indicated by the increasing number of job postings.', 'duration': 26.198, 'max_score': 8573.027, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU8573027.jpg'}], 'start': 7231.178, 'title': 'Automating email templates and responses in salesforce', 'summary': 'Covers automated email template creation, email response automation, salesforce workflow, data management, and data importing, with over 4,000 real-time job opportunities and predicted 25% growth in the field over the next five years.', 'chapters': [{'end': 7335.88, 'start': 7231.178, 'title': 'Automated email template creation', 'summary': 'Discusses the process of creating an automated email template in a crm system, emphasizing the steps involved and the options available, such as creating a new email template, selecting the format, choosing contact fields, and providing a unique name and description.', 'duration': 104.702, 'highlights': ['The process involves creating a new email template, selecting the format, choosing contact fields, and providing a unique name and description. The chapter outlines the steps involved in creating an automated email template, including selecting the format, choosing contact fields, and providing a unique name and description for the template.', 'The option to create a new email template or clone an existing one is available. The CRM system offers the option to create a new email template or clone an existing one, providing flexibility in template management.', 'The user demonstrates the selection of text format for the email template, with the option to choose HTML format as well. The user demonstrates the selection of the text format for the email template and explains the availability of the HTML format as an alternative option.']}, {'end': 7773.248, 'start': 7336.38, 'title': 'Automating email responses', 'summary': 'Covers the process of automating email responses to leads in salesforce, including creating email templates, defining workflow rules, and specifying recipients, with a focus on automating email responses to leads based on specific criteria, and selecting recipients based on field values.', 'duration': 436.868, 'highlights': ["Creating email templates with personalized subject lines and email bodies, such as using the contact's name and personalized greetings, to enhance user engagement and interaction with the email.", "Defining workflow rules to trigger automated email responses based on specific criteria, such as when a lead's email address is added, ensuring timely and relevant communication with leads.", 'Specifying recipients for automated email responses based on field values, ensuring that the email is sent to relevant stakeholders, such as the lead and system administrator, for effective communication and follow-up.']}, {'end': 8031.424, 'start': 7773.628, 'title': 'Salesforce workflow and data management', 'summary': 'Discusses the creation of a new lead in salesforce, setting up automated email notifications, and the basics of workflows. it also covers data management techniques in salesforce, including data importing and data loading.', 'duration': 257.796, 'highlights': ["Setting up automated email notifications for new leads The process involves creating a new lead in Salesforce, where upon entry, an automated email notification is sent to the specified email addresses, including the lead's email. The email content is customizable and can include personalized details like the lead name.", 'Workflow basics and email template creation The basics of workflows are covered, including the creation of an email template within Salesforce, which is triggered upon lead creation. The email template can be customized to include personalized details and is sent to the specified email addresses.', 'Data management techniques in Salesforce Two data management techniques are discussed - data importing and data loading. The data importing technique allows adding records of less than 50,000 using the data importing wizard, while data loading is used for records greater than 50,000.']}, {'end': 8722.19, 'start': 8031.424, 'title': 'Salesforce data importing', 'summary': 'Explains how to import data to salesforce using the data import wizard, creating an excel sheet with lead details, saving it in .csv format, and successfully importing two leads, highlighting the demand for salesforce jobs with over 4,000 real-time job opportunities and the predicted 25% growth in the field over the next five years.', 'duration': 690.766, 'highlights': ['Over 4,000 real-time job opportunities for Salesforce professionals on Glassdoor. The transcript mentions that Glassdoor has revealed over 4,000 real-time job opportunities for Salesforce professionals.', 'Predicted 25% growth in the Salesforce field over the next five years. The transcript indicates that the Salesforce field is expected to grow by 25% or more in the next five years.', 'Successfully importing two leads into Salesforce using the data import wizard. The chapter details the successful import of two leads into Salesforce using the data import wizard.']}], 'duration': 1491.012, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/VlT0lwW61qU/pics/VlT0lwW61qU7231178.jpg', 'highlights': ['Predicted 25% growth in the Salesforce field over the next five years', 'Over 4,000 real-time job opportunities for Salesforce professionals on Glassdoor', 'Successfully importing two leads into Salesforce using the data import wizard', "Defining workflow rules to trigger automated email responses based on specific criteria, such as when a lead's email address is added, ensuring timely and relevant communication with leads", "Setting up automated email notifications for new leads The process involves creating a new lead in Salesforce, where upon entry, an automated email notification is sent to the specified email addresses, including the lead's email. The email content is customizable and can include personalized details like the lead name", 'The process involves creating a new email template, selecting the format, choosing contact fields, and providing a unique name and description. The chapter outlines the steps involved in creating an automated email template, including selecting the format, choosing contact fields, and providing a unique name and description for the template', 'The option to create a new email template or clone an existing one is available. The CRM system offers the option to create a new email template or clone an existing one, providing flexibility in template management', 'The user demonstrates the selection of text format for the email template, with the option to choose HTML format as well. The user demonstrates the selection of the text format for the email template and explains the availability of the HTML format as an alternative option']}], 'highlights': ['Predicted 25% growth in the Salesforce field over the next five years', 'Over 4,000 real-time job opportunities for Salesforce professionals on Glassdoor', "Defining workflow rules to trigger automated email responses based on specific criteria, such as when a lead's email address is added, ensuring timely and relevant communication with leads", "Setting up automated email notifications for new leads The process involves creating a new lead in Salesforce, where upon entry, an automated email notification is sent to the specified email addresses, including the lead's email. The email content is customizable and can include personalized details like the lead name", 'The process involves creating a new email template, selecting the format, choosing contact fields, and providing a unique name and description. The chapter outlines the steps involved in creating an automated email template, including selecting the format, choosing contact fields, and providing a unique name and description for the template', 'The option to create a new email template or clone an existing one is available. The CRM system offers the option to create a new email template or clone an existing one, providing flexibility in template management', 'The user demonstrates the selection of text format for the email template, with the option to choose HTML format as well. The user demonstrates the selection of the text format for the email template and explains the availability of the HTML format as an alternative option', 'Detailed explanation of validation rules, including examples of creating validation rules for phone numbers and email addresses', 'Validation rules are used to verify and validate data, such as checking the length of a phone number and displaying error messages for invalid entries', 'Formula fields are utilized for calculating values based on other field values, demonstrated with an example of calculating the total income of a person', 'The process of creating primary and secondary income sources as custom fields, with a third field for total income, using a formula, all within the My Leads object in Salesforce', 'The process of creating formula fields in Salesforce involves adding primary and secondary income fields, calculating total income, and demonstrating automatic generation of total income based on the input values', "The chapter emphasizes the importance of controlling access to data based on different teams' requirements", 'The process of creating new objects and tabs in Salesforce', 'The process of creating a new user, assigning user licenses and profiles, and adjusting user access to resources within Salesforce, such as custom objects and permissions', 'Demonstration of modifying the view for better visibility', 'Explanation of the difference between master-detail and lookup relationships', 'Cascade delete occurs in master-detail relationships, not in lookup relationships', 'The process of creating a lookup relationship in Salesforce is detailed', 'The example illustrates the impact of deleting records in master-detail and lookup relationships', 'The process involves creating new lead records, resulting in four different lead records with job assignments', 'Specific job roles such as entrepreneur, software developer, actor/actress, and sportsman are assigned to the leads', 'The system enables the editing of lead details to assign specific job roles', 'The explanation details the difference between lookup and master-detail relationships in Salesforce', 'The detailed process of customizing page layouts in Salesforce is explained', 'The process of creating custom fields such as phone number, email address, and pick list with specific values is demonstrated', 'Implementation of field dependencies based on country selection to restrict city options is showcased, ensuring data accuracy and efficiency in Salesforce setup', "The 'required' option makes the field compulsory for record creation, ensuring necessary information is captured, contributing to better data integrity", "The 'external ID' option designates the field as unique, beneficial for importing data into Salesforce and mapping records based on this unique identifier", "Details including first name 'Ryan', last name 'Joseph', company 'Accenture', and lead source 'web'", "Visibility of lead details improves sales representatives' performance", 'Creation of custom applications allows for tailored user experience and efficient data management', 'It explains the steps to create a new custom application, customize tabs, select a default landing tab, and determine profile visibility for the application', 'It covers the process of creating custom objects, defining default fields, adding objects to tabs, and defining custom fields with data types such as text and auto number', 'Salesforce CRM solution and its various aspects are discussed, including apps and tabs, objects and fields, page layouts, validation rules, and formula fields, as well as profiles, users, permission sets, and goals', 'Salesforce provides various cloud services catering to different business needs for automation and data management, including sales cloud, marketing cloud, service cloud, analytics cloud, community cloud, app cloud, commerce cloud, iota cloud, and health cloud', 'Salesforce is rated as the number one CRM platform and offers opportunities for custom software application development, visual force pages, and application exchange, making it a versatile and effective tool for businesses', 'Page layouts, validation rules, and formula fields are detailed, highlighting their significance in changing the appearance of data in Salesforce, verifying field values, and automatically calculating field values based on others', 'Salesforce CRM is essential for managing leads and customers, automating tasks, and making the job of sales representatives simpler, benefiting medium to large-sized companies dealing with a lot of customers and B2C interactions', 'The CRM system allows for the storage of lead details, company accounts, and opportunities, providing a comprehensive view of customer data for targeted sales strategies', 'Profiles in Salesforce control user access and viewing permissions, enabling tailored access to specific records and objects based on job roles and responsibilities', 'Tabs in Salesforce offer quick access to different objects and records, serving as shortcuts for efficient navigation within the CRM system, enhancing user productivity', 'Objects in Salesforce serve as database tables for storing customer data, with records representing individual instances and fields as specific data points such as text, email, number, or date', 'A demonstration of the force.com console for managing customer records is presented, including navigating between different applications within the force.com platform', 'The chapter briefly introduces the different cloud services provided by Salesforce, setting the context for the discussion about the CRM aspect', 'Salesforce CRM revolves around sales and marketing, focusing on managing customer records and data. The chapter emphasizes the CRM aspect of Salesforce, particularly its focus on sales and marketing and the efficient management of customer records and data', 'Vardhan previews the agenda for the webinar, outlining the topics to be covered during the session', 'The instructor, Vardhan, welcomes the audience to a Salesforce tutorial webinar on the force.com console. He promises a detailed demonstration of the console and comprehensive information about Salesforce', 'Vardhan requests confirmation from the audience to ensure visibility and audio. He plans to begin the session once he receives acknowledgment']}