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Salesforce Tutorial – An Ultimate Guide for the Beginners

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 the Salesforce. In this blog, we will discuss what is Salesforce, why use Salesforce and different industries where Salesforce can be utilized? This is an ultimate guide for beginners, admin, and developers looking for a bright career in the world of computing and the Salesforce.

So, how it all began?

Initially, CRM (Customer Relationship Management) systems came into existence with a strategy to simply interactions with the customers and enhancing the sales prospects to retain existing customers and generating new leads too. But traditional CRM systems were not optimal choice for leading industries due to the following reasons –

  • Higher in costs
  • They were taking months to set up.
  • They were hosted on personal server of the Company and,
  • They were difficult to manage and understand.

Here, enterprises were in emergency need of an affordable CRM system that can be set up within few days only and easy to understand as well. This was the main idea behind the discovery of Salesforce.

Salesforce Tutorial Guide for Beginners

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 of features listed below –

Salesforce Tutorial Guide for Beginners

Here is what we cover in the Salesforce Tutorial Guide

Salesforce Rules Tutorial

Salesforce Integration Tutorial

Salesforce Career & Growth

Salesforce Interview Questions

Important Article For Salesforce Tutorial

Introduction to cloud computing

Before going into deep, let us have a quick on cloud computing and the popular cloud platforms too. Cloud computing is referred 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 the industries like –

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Salesforce Tutorial Guide for Beginners

  • IaaS (Infrastructure as a Service) – Here, cloud service providers largely focus on infrastructure services like hosting, server, storage services etc.
  • SaaS (Software-as-a-Service) – This is a software delivery model in which software is licensed on a subscription basis and hosted centrally.
  • PaaS (Platform-as-a-Services) – This is a category of cloud computing services that provide a platform allowing customers to develop, run, and manage apps.

Why Salesforce?

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 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.

Salesforce Tutorial Guide for Beginners

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 by the platform itself. Obviously, it results in time-saving and dollars savings at the end.

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According to the Salesforce customers, it is unique due to four popular reasons – Faster, Effective, affordable, and Easy to use.

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Salesforce Tutorial Guide for Beginners

  • Traditional CRM systems were taking more than a year to deploy while Salesforce CRM systems can be deployed much faster within weeks only.
  • Within Salesforce, you have to focus on app building only not the infrastructure, this is the reason why it is affordable for the enterprises.
  • Salesforce is easy to use where you don’t have to spend much time in learning but you can drive meaningful business insights quickly.
  • Salesforce CRM is effective because it can be customized based on business needs and requirements and converts lead to customers too.

Salesforce is a cloud-based platform, so 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 you wanted to integrate it with your accounting software, you can do that. If we look at the other existing CRM system then integration is the most difficult task and almost impossible to achieve successfully.These all capabilities are the reason why every small business or even start-ups should opt for Salesforce – the largest customer success platform today.

Salesforce.Com Offerings – A Customer Success Platform For The Future

To get the better understanding of the platform, you first need to discuss the Salesforce.com overview, Salesforce offerings and how to use them. You can access a 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 in 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 the Salesforce includes –

Salesforce Tutorial Guide for Beginners

1). Sales Cloud

As the name suggests, sales cloud CRM platform is basically used to manage organization sales, marketing, and the 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 growth.

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2). Marketing Cloud

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.

3). Service Cloud

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 the real time.

4). Community Cloud

If you need a social platform to connect with your employees, partners and the customers then community cloud is the just the perfect choice to start your journey. The platform can be used to exchange most important details like images, data in the real time. Also, you can connect with the companies that are already using Salesforce and few Companies that are planning to switch Salesforce in the near future.

5). Analytics Cloud

The analytic cloud provides a business intelligence platform for the businesses looking to work with large data files and the 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 the data visualizations and the can be integrated with other Salesforce tools too quickly.

6). Salesforce App cloud

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 easy, faster, effective and most affordable too.

YouTube Video: Salesforce Tutorial Guide for Beginners

Final Words:

That’s all for the day! I make you sure that this ultimate guide for the beginners, Salesforce admin and Salesforce Developer will take you through all important aspects of the cloud-based CRM system that are necessary to know before you actually start using the platform. To explore more on the platform, you should start Salesforce training and certification course with JanBask Training right away.

James

James

I am James, the Salesfroce Instructor with JanBask training, I write articles on latest Salesforce trends and updates to help everyone out there to be updated on the latest Salesforce trends.



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Rahul Agarwal
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Rahul Agarwal

Hi James, I’ve been seeking to study on my own and have researched a number of blogs, Quora answers but all of them were not sufficient to give complete solutions. Your post has great information and sounds like all in one solution for salesforce learning. I will definitely share this tutorial with my friends.

David Luiz
Guest
David Luiz

Thanks for your tutorial and tips. I have already started work as a Salesforce admin but I have not yet completed my certification. I intend to complete my salesforce certification and this blog sounds very helpful in training. I think I will have to revisit multiple times to this tutorials to collect this vast knowledge. Keep it up, guys!!

Sergio Ramos
Guest
Sergio Ramos

Hello James, I have a quick question for you. However, I am not sure that this is the right place to ask this question. I have done a Master Degree in Business and currently work as a sales executive. But now I want to switch job and start my career in salesforce. Is my decision is right? If yes then what are the basic steps for a fresher to start the career in salesforce? Please suggest?

kalpana
Guest
kalpana

I have read lots of tutorials and articles but i got satisfaction of this blog We realized that to grow further we needed to go with the #1 CRM and that’s Salesforce, And its future is very bright for students.

join churly
Guest
join churly

Thanks a lot james for made this course tutorials this tutorials is easy to understand and use full to. It offers a complete collection of the development tools that make app building easy, faster, effective and most affordable too.i must join it

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