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Salesforce

Overview​

Salesforce is a cloud CRM and platform ecosystem. Beyond sales clouds, it offers custom objects, automation (Flows), Apex code, Lightning Web Components, and integrations through APIs, making it both an app you configure and a low-code / pro-code development platform.

Key concepts​

  • Org: Your tenant; sandboxes for dev/test vs production.
  • Objects & records: Standard (Lead, Account) and custom data model.
  • Security model: Profiles, permission sets, sharing rules, OWD.
  • Automation: Flow, Process Builder (legacy), Apex triggers.
  • Deployment: Change sets, Salesforce DX, CI with scratch orgs.

Record update via automation (high level)​

Sample: minimal SOQL query (Apex context)​

List<Account> accounts = [
  SELECT Id, Name, Industry
  FROM Account
  WHERE Industry = 'Technology'
  LIMIT 50
];

References​