Salesforce

Introduction of Salesforce

Welcome to Salesforce! Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster. 

Salesforce launched the first cloud-based CRM and also established the Platform as a Service ( PaaS) market with Force.com to support the complex real-world business models.  

Actually, saying that salesforce is “just a CRM” is like saying a house is just a kitchen.

Let’s look at some terms before we know more about salesforce.

What is Cloud Computing?

Using a remote server, to store, manage, and process data, instead of a local server/ personal computer is called cloud computing.

What Is CRM?

CRM stands for Customer Relationship Management. This technology allows you to manage relationships with your customers and prospects and track data related to all of your interactions. It also helps teams collaborate, both internally and externally, gather insights from social media, track important metrics, and communicate via email, phone, social, and other channels.

Salesforce, What is it?

Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud.

So what does that really mean? Well, before Salesforce, your contacts, emails, follow-up tasks, and prospective deals might have been organized something like this:

your manager or executives see your progress on deals in flight, at least not without calling you for a status update.

Salesforce takes all of that important data and organizes it into a simple user interface. It’s one place for you to:

• Manage all your contacts
• Work with your prospective customers
• Organize tasks and to-do items
• Focus on the right deals
• Collaborate with your team
• Showcase your big wins
• Close more business

Simply put, Salesforce is one place for you to do stuff. And because it’s stored on our secure cloud, you can access your data anytime, anywhere, whether you’re on desktop or mobile.

NOTE  ::-  Salesforce has options for who can see and edit data, and your admin helps to set these up and maintain them.

Collaboration using Salesforce

In addition to technology for managing your sales process, Salesforce includes a platform for collaboration. You can create groups, follow people and topics, ask questions, post informal polls, share files and links, and mention colleagues with whom you’d like to connect.

Collaborating in Salesforce is all stored for future reference, i.e collaboration in Salesforce is accessible and searchable.

Salesforce UI

Salesforce has two different desktop user interfaces: 

1. Lightning Experience
2. Salesforce Classic.

Describe Below is the Lightning Experience UI and its components :-

1. An app is a collection of items that work together to serve a particular function. An app in Salesforce is a set of objects, fields, and other functionality that supports a business process. You can see which app you’re using and switch between apps using the App Launcher ().
2. Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.
3. Records are rows in object database tables. Records are the actual data associated with an object. Here, the 211 Charles Street property is a record.
4. Fields are columns in object database tables. Both standard and custom objects have fields. On our Property object, we have fields like Address and Price.