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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 can Salesforce be utilized? What is SFDC? Get your Salesforce basics cleared with this Salesforce tutorial for beginners and developers looking to learn salesforce for a bright career in the world of cloud computing.
Gain advanced skills in Salesforce by enrolling in our professional Salesforce Basics Training and be ready for the next big opportunity.
Learn Salesforce step-by-step by covering the basics of Salesforce. 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.!
Explore the intriguing world of Salesforce for career and business growth by reading this blog on “What is Salesforce.”
Our Salesforce beginner tutorial exposes every nuance of Salesforce in detail. To proceed further, getting your basics of Salesforce clear is mandatory. SFDC in Salesforce 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 and 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 -
Are you curious to discover why SFDC is so popular? Learn more about SFDC and its functionalities to add value to your career.
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 dire need of an affordable CRM system that can be set up within a few days only and is easy to understand as well. This was the main idea behind the discovery of Salesforce. Hope this Salesforce beginner tutorial has made your concepts clear in SFDC!
There are various ways data can be brought into Salesforce to guarantee you get fully operational at all measures of time conceivable. Learn how to import data into Salesforce by reading this blog.
Before going into deep, let us have a quick look at cloud computing, which forms the basics of Salesforce 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 –
Salesforce marketing cloud is a powerful marketing platform. Learn how Salesforce Cloud emerged as a sign of relief for organizations through this blog.
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 Cloud has revolutionized customer support by smoothing interactions between an organization and its customers. Explore the Salesforce Cloud Certification Guide for Beginners to know more.
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.
Do you know JanBask Training offers credible resources on Salesforce? Enroll for free to continue learning!
In this section of the tutorial of Salesforce for beginners, 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 than others-
Salesforce has touched the lives of many people. It has been an excellent resource for the users and an amazing career option for its developers. Start your career by reading this blog on “How to kick-start your career in Salesforce?”
Make sure you have a Salesforce certification. Read this blog on the in-demand Salesforce Certifications in 2022 for a lucrative career.
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.
The first step towards a successful career as a Salesforce professional is to consider enrolling in a certified and industry-recognized certification course. Here's a detailed guide to Salesforce Certification Training cost.
Here the key reason for using Salesforce CRM and what makes Salesforce so popular among cloud-based CRM users:
Drive away boredom by taking this free Quiz on Salesforce and test your subject knowledge.
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.
Salesforce is the most demanding tool in the current technological world therefore, one must know using it properly. Here’s the ultimate guide to learn Salesforce Development in 2022.
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.
Here are the top Salesforce influencers to follow up for their valuable piece of advice.
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.
Are you also confused between Salesforce Administrator VS Developer? Well, it’s quite common as there is a very fine line between a real Salesforce Administrator and Developer. Check this blog to discover which one to choose-Salesforce Admin vs Developer.
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:
Read: How to Handle Governor Limits In Salesforce?
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.
You have to have a formidable architecture if you are to do the kind wonders that Salesforce is doing. Learn more about the Salesforce Architecture from this blog.
It is quite impossible to miss the name Salesforce while recalling the name of the best CRMs. Here are the amazing Salesforce features that you shouldn’t miss out on in 2022.
Here is a quick idea of Companies who have used Salesforce and implemented this CRM successfully.
Type of Industry |
Company Name |
Application |
Healthcare |
Health Leads |
The Company was able to view the patient data and coordinate with doctors. |
High Tech |
Sony |
The company used the Salesforce service cloud to communicate with its customers effectively. |
Communications |
Comcast-Spectator |
The Company used Salesforce to manage detailed customer profiles and find their biggest fans to develop an effective marketing technique. |
Media |
Coca-Cola |
The Company used Salesforce CRM to connect better with their customers and staff people. |
Finance |
American Express |
The Company used Salesforce to connect with their employees across organizations, branches, and time zones. |
CRM systems have come out as one of the most aspiring career domains for learners worldwide.What is the future growth of a Salesforce Developer? Check this blog to know about it!
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.
Making money is challenging but it has no real limitations on how much you bring in. Do you know what is the best way to grow your salary in Salesforce? Learn from this blog.
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.
Learn Salesforce in the Easiest Way
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.
Let’s know all the what's and why's of Apex List methods and Apex Set methods in Salesforce from this blog.
Let us quickly go through the blog summary what we have discussed in the blog and highlights of the Salesforce Tutorial:
The Salesforce platform enables us to create various Applications, Objects, and Fields. Learn how to build apps, objects, tables and schema builders in Salesforce as a Developer.
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 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 Software Training and Certification Courses 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 salesforce is? Why is Salesforce getting so popular over other CRMs? What do you find different from other Salesforce tutorials? Feel free to comment below!
Q1. Why should I take a Salesforce certification course by JanBask Training?
Ans- The objective of our online Salesforce training is as follows-
Q2. Why are Salesforce certifications necessary?
Ans- Salesforce Certifications are necessary as they:
Q3. What are the skills needed for a Salesforce job?
Ans- Must-have skills of a Salesforce professional and the areas that he needs to specialize in are as follows:
Q4. What skills will I learn in this course?
Ans- Once the Salesforce Certification Course will be completed, you will get complete knowledge of SFC data models, different building blocks of Salesforce, a deep understanding of the salesforce security model, salesforce apex triggers, salesforce test classes, and Salesforce automation options. You will be able to master the Salesforce clouds like sales cloud, service cloud, community cloud, analytics cloud, marketing cloud, etc., report generation, dashboards, and the basics of integration.
Q5. Who should attend this course?
Ans- The Salesforce training online course is perfect for any individual interested in mastering cloud skills and Salesforce development, particularly:
Q6. How should I prepare for the Salesforce certification exam?
Ans- We at JanBask Training offers you the following features inside our Salesforce training online that help your certification journey substantially.
Q7. What help do you provide for the certification exam?
Ans- Training curriculum of our online Salesforce training course is prepared in a way that it has all the concepts of Salesforce Consultant’s certification already inserted in it. A team of industry experts diligently sit and then develop our Salesforce Consultant training course syllabus after an aggressive market research on all the recent technology, exam patterns, Industry Requirements, etc.
Q8. What learning benefits will I get from this course?
Ans- Our organization is breaking every one of the generalizations of online training and has now concocted a training routine to enable you to take a shot at genuine industry case situations. In this exertion of our own, each student is appointed with a case that had occurred in the business and required an answer from a Salesforce proficient. With this training, we expect to familiarize our students about the difficulties that they are going to face in the savage business outside the solace of their virtual study hall.
Q9. What is the concept of a demo class? Is it free?
Ans- A demo session is like a sample session that gives you a glimpse into our Salesforce Developer training sessions. You don’t have to pay for these demo sessions; as they are given free of cost. We also refund your money as per our refund policy in case you don't like the sessions.
Q10. What is covered in the beginner’s level of this course?
Ans- For the beginners, the online Salesforce training starts with the detailed introduction of CRM, Salesforce, and cloud computing to deliver you all the necessary skills required to start with this technology.
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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Patil Pal
You covered up all the points which I searching for & I am impressed by reading this article. Keep writing and sharing educational articles like this which can help us to grow our knowledge.
Nash Martin
One of the best informative blogs I have found on salesforce, really helped me understand the basic concepts so well.
Brian Taylor
I have gone through so many blog and salesforce tutorials, this is comparatively much better than others.
Aidan Johnson
I am a b.tech student, and I want to grow a career in salesforce, how can I reach the janbask consultant team to discuss the same.
markyjones99
How much it will take to learn salesforce from basics to advanced and what is the fee for the salesforce training course.
Damien Turner
Hey! Can you help me with some good salesforce tutorials covering technical concepts. Please let me know.
James
What are core concepts to cover to crack the salesforce certification in the first attempt?
Jamesy
I have found so many certification courses by the different institutes, I want to know if they just provide learning for certification or provide certifications on behalf of salesforce. I am a bit confused, please clear that point.
henry
Very good blog, covering so much information, definitely wants to recommend this to the people looking to learn salesforce and want to grow their career in salesforce.
Knox Miller
I want to know how to choose a Salesforce Developer career and this post helped me in understanding..
JanbaskTraining
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Adonis Smith
What a nice informative blog, a must-read for people who want to pursue Salesforce Consultant course
JanbaskTraining
Glad you found this useful! For more such insights on your favorite topics, do check out JanBask Blogs and keep learning with us!
Aidan Johnson
Hey, is there any separate guide that you can help me to get prepared for these certification courses?
JanbaskTraining
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Kaden Brown
Earlier I thought that in a few places, Salesforce was not properly explained and after reading this post I got to know the different factors.
JanbaskTraining
Glad you found this useful! For more such insights on your favorite topics, do check out JanBask Blogs and keep learning with us!
Paul Wilson
Can anyone from a commerce background join this course? If yes, then whom to contact?
JanbaskTraining
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Omar Moore
I want to explore a few best courses for career growth, but confused about which one is better, I want to consult a Janbask consultant on this.
JanbaskTraining
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