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Recently, cloud computing is a great buzz in the IT industry, and one of the most popular cloud platforms having an immense impact on the computing world is Salesforce. Our salesforce tutorial is designed to help beginners and Salesforce professionals with basic and advanced concepts. We will cover all the essential topics including- What is Salesforce, Why Salesforce is the preferable choice across different industries? Where Salesforce can be utilized? What is SFDC? This is an ultimate salesforce tutorial guide for admins and developers looking to learn salesforce for a bright career in the world of cloud computing.
What is salesforce? Salesforce is the world's #1 integrated Software as a service (SaaS) customer relationship management (CRM) platform. Salesforce supports more than 800 cloud-based enterprise applications helping businesses in generating & acquiring leads, increasing sales, and closing deals.
While exploring Salesforce, you might hear the term SDFC!
SFDC is nothing but just the abbreviation of Salesforce Dot Com, or you can say Salesforce.com.
Salesforce.com, Inc. is an American cloud-based software company established by Marc Benioff headquartered in San Francisco, California in 1999. Gaining its major revenue comes from its CRM (Customer relationship Management) )service.
SFDC helps you to manage customer relationships, it can be quickly integrated with other systems, and even helps in building cloud-based apps. There are plenty of tools that help you in creating custom solutions based on your business needs. Today, Salesforce has expanded from just a simple product to a multitude of products.
Initially, it was started as SaaS (Software as a Service) Company then it was converted to PaaS (Platform as a Service) Company where one platform was given to the users to manage customer details and sales prospects. Soon, Salesforce was ranked as the largest customer success platform with various features listed below -
Initially, CRM (Customer Relationship Management) systems came into existence with a strategy to simplify interactions with the customers and enhance the sales prospects to retain existing customers and generate new leads too. But traditional CRM systems were not the optimal choice for leading industries due to the following reasons –
Here, enterprises were in emergency need of an affordable CRM system that can be set up within a few days only and easy to understand as well. This was the main idea behind the discovery of Salesforce.
Before going into deep, let us have a quick on cloud computing and the popular cloud platforms too. Cloud computing is referred to as Internet-based computing that involves shared resources, software, and information provided via mobiles or computers. There are three popular cloud platforms used frequently by industries like –
Since we are talking about cloud computing, let's have a quick look at the different types of cloud computing.
There are four different types of cloud computing services available, which are public, private, hybrid cloud, and community cloud. Let's look into each.
Salesforce as SaaS (Software as a Service): There is no need for installation, setup or downloads but you just have to log in and start using the software apps across the cloud. Isn’t it more convenient and amazing? The answer is a big “YES” when using Salesforce CRM for your business.
Salesforce as PaaS (Platform as a service): Here, there is no need for a separate platform, but you can use code created by other developers to deploy apps. Obviously, you have to customize it as per your business needs, but it saves a lot of time and money as demanded by businesses today.
Salesforce as IaaS (Infrastructure as a service): Here, there is no need for installing any hardware or software program, but data and apps are stored securely on the cloud. Even you don’t have to take the backup, the cloud will take care of it automatically.
In this section of the salesforce tutorial, we will see why salesforce CRM is preferred over traditional CRMs. Here are the quick points to help you understand, what makes salesforce CRM better over others-
The answer to this question is quite simple. First of all, this was a cloud-based platform with better functionalities at much lower costs. Salesforce replaced the lengthy installations with a cloud environment where everything is accessed over the internet. Most importantly, they represent an attractive business model where licensing of the product was no more expensive, and it was affordable for every small business too.
Let us have a quick look at Salesforce in numbers and why you should opt for Salesforce training and certifications.
Today, Salesforce gives you the right path from idea to app development and the best part is that you can focus on core development activities of your app, not the infrastructure as it is taken care of by the platform itself. Obviously, it results in time-saving and dollars savings at the end.
According to Salesforce customers, it is unique due to four popular reasons – Faster, Effective, affordable, and Easy to use.
Salesforce is a cloud-based platform so that it can be accessed from anywhere, anytime just with the help of a smooth internet connection and a web browser. Salesforce is changing rapidly with the speed of your business, and Salesforce solutions are highly scalable as needed by the Companies.
Salesforce can be seamlessly integrated with third-party tools like Gmail, Yahoo, etc. Even if you wanted to integrate it with your accounting software; you can do that. If we look at other existing CRM systems, then integration is the most difficult task and almost impossible to achieve success. These all capabilities are the reason why every small business or even start-ups should opt for Salesforce – the largest customer success platform today.
Here the key reason for using Salesforce CRM and what makes Salesforce so popular among cloud-based CRM users:
To get a better understanding of the platform, you first need to discuss the Salesforce.com overview, Salesforce offerings, and how to use them. You can access plenty of services and products within the cloud that helps business in the ultimate growth and sales profits.
Salesforce.com offers a group of CRM products or services that are specially designed to fit into an organization more effectively and efficiently. Moreover, this is a set of IT services like IT development, deployment, etc. over the internet. Some of the most popular cloud services and the products offered by Salesforce includes –
As the name suggests, the sales cloud CRM platform is basically used to manage organization sales, marketing, and customer support services. It helps you to close deals much faster as compared to traditional CRM systems. In case, some business is engaged in business-to-business or business-to-customer activities, then sales cloud is the right fit to accelerate the organization's growth.
The marketing cloud offers one of the most powerful digital marketing platforms to manage different marketing activities of a Company. The possible activities that can be managed through marketing cloud include – content creation, content marketing, data analytics, web personalization, social media activities, etc.
The service cloud is the platform to manage the support activities of the customers inside organizations. This cloud not only helps you to handle customer queries gracefully, but they will get direct access to the answers for more satisfaction in real-time.
If you need a social platform to connect with your employees, partners, and customers, then the community cloud is just the perfect choice to start your journey. The platform can be used to exchange most important details like images, data in real-time. Also, you can connect with the companies that are already using Salesforce and a few Companies that are planning to switch Salesforce shortly.
The analytic cloud provides a business intelligence platform for businesses looking to work with large data files and wider customer details. This is the Einstein AI model, where meaningful business insights are calculated from the collected data, and it helps sales representatives in taking quick actions at the right time. It is optimized for data visualization, and they can be integrated with other Salesforce tools too quickly.
To design and deploy customized Salesforce apps, you need the app cloud. It offers a complete collection of the development tools that make app building easier, faster, effective, and most affordable too.
Salesforce Commerce Cloud is a cloud-based service for unifying the way businesses engage with customers over different channels or devices with a better customer experience. It aims to enable consumers and stores to provide seamless customer services and experiences whether customers are online or in stores.
The Salesforce IoT Cloud is a platform for storing and processing huge IoT data. It gathers data from devices, websites, applications, sensors, customers, and partners to store and trigger actions for real-time responses.
Salesforce Health Cloud is a health IT CRM system that manage health-related data such as patient prescription, health records. Used to incorporate doctor-patient relationship data and record management services. Salesforce Health Cloud is specially designed to store and organize patient information and provide the best health assistance.
Here we have discussed popular Salesforce offerings; there are a few business-centric Salesforce products too that can be utilized as per your business needs. These are:
Salesforce architecture is divided into different components, as discussed below:
Here, different instances of multiple apps operate separately in a shared environment. The instances are also named as tenants that can be quickly separated from each other. Although all tenants physically stay in the same hardware, it offers the maximum-security levels as needed by organizations.
This is another popular component that helps you in customizations. It helps in increasing the overall amount of data and concurrent user instances too.
The enterprise ecosystem is bigger as different partners contribute to the platform and help in maintaining this platform effectively.
Salesforce offers a robust suite of APIs for developing mobile apps. It makes app development easy and more flexible for programmers.
Salesforce contains all the popular features of CRM and also offers extra features for apps creation and customizations.
Here is a quick idea of Companies who have used Salesforce and implemented this CRM successfully.
Type of Industry
The Company was able to view the patient data and coordinate with doctors.
The company used the Salesforce service cloud to communicate with its customers effectively.
The Company used Salesforce to manage detailed customer profiles and find their biggest fans to develop an effective marketing technique.
The Company used Salesforce CRM to connect better with their customers and staff people.
The Company used Salesforce to connect with their employees across organizations, branches, and time zones.
Salesforce is available for a 30-days trial and we will register for the same.
Step 1 – Go to the Link to register your profile as given: https://www.salesforce.com/in/form/signup/freetrial-sales/?d=70130000000EqoP
Here, you should add the required details as shown like Name, Email ID, Job Title, Phone number, Company name, Country, etc.
Step 2- Once you are done, click on “Start my Free Trial” option.
Step 3 – it will take time in setting up the Salesforce profile, so have patience, and you will be directed to the login page momentarily. Here is the screen you can see after the Login.
Step 4 – At the Welcome screen, there is one Accounts option on the top.
Here, you have to click the “New Account” option and add the necessary details to create a new account quickly.
Step 5 - Click the Save option, and you are done. A new account is created successfully. The user interface of Salesforce CRM is very self-explanatory, and you can perform other operations too in the same way with ease and more convenience. All the Best!
Explore Salesforce Career Path grow your career with Salesforce.
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APEX is an object-oriented programming language that allows developers to execute the transactional control and flow statements on Salesforce server by using an API. It also helps developers in adding business logic to their programming codes. Here are a few advantages of utilizing APEX language in Salesforce.
Explore this salesforce training videos for beginners.
Let us quickly go through the blog summary what we have discussed in the blog and highlights of the Salesforce Tutorial:
Now when you now about to finish this salesforce tutorial, in this section, we are going to have an eye on the Salesforce career.
If you are interested in growing your career in Salesforce, you’ll need to think to choose among many potential avenues, from Salesforce Admin or Developer to Business Analyst, Architect, and more. Accordingly, join a professional salesforce beginner training course and obtained relevant Salesforce certifications. For example, if you want to become a Salesforce administrator, you can go for salesforce administration guides or salesforce tutorial pdf available online for free.
Learning Salesforce will make you well-versed with the world's most dynamic CRM platform that has helped organizations save time and money while dealing with complicated customer databases more efficiently.
Explore top Salesforce Interview Questions and crack the interview with confidence.
That’s all for the day! We make you sure that this ultimate guide for Salesforce admin and Salesforce Developer will take you through all the important aspects of the cloud-based CRM system that are necessary for you to know before you actually start using the platform. To explore more on the platform, you may enroll yourself for the Salesforce training and certification course with JanBask training right away. We wish you luck for a glorious future in the Salesforce space with us!
Found this post helpful in understanding what is salesforce? Why is Salesforce getting so popular over other CRMs? What do you find different than other Salesforce tutorials? Feel free to comment below!
Read more about Salesforce Salaries.
Rashi is the originator and primary contributor to this blog. With fact-dragging research and a tech-savvy approach, Rashi has been helping digital learners with quality content at Janbask Training.
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