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Session 1: INTRODUCTION TO SALESFORCE
- 1. SESSION 1: INTRODUCTION TO SALESFORCE TRAINER: SMRITI SHARAN
- 2. June AGENDA SESSION DATE SESSION1: INTRODUCTION TO SALESFORCE JUNE 9 SESSION 2: OBJECTS AND RELATIONSHIPS JUNE 23
- 3. TOPICS TO BE COVERED • Introduction to Cloud Computing, Salesforce CRM (SAAS, PAAS, IAAS) • Salesforce account, editions and licenses • Overview of Salesforce – Navigations. Tabs, Settings, Company Profile • Trailhead
- 4. CRM OVERVIEW • CRM or Customer Relationship Management is a strategy for managing an organization's relationships and interactions with customers and potential customers.
- 5. EXAMPLE OF CRM MARKETING SALES CUSTOMER SERVICE
- 6. BENIFITS OF CRM • Better client relationships • Improved ability to cross-sell • Increased team COLLABORATION • Improved efficiency in serving clients • Greater staff satisfaction • Increased revenue and profitability • Cost savings
- 7. BEST CRM SYSTEM • SALESFORCE CRM • HUBSPOT CRM • FRESHSALES • PIPECRIVE • INSIGHTLY • ZOHO CRM • NIMBLE
- 8. What is cloud computing Use remote server to store, manage, process data rather than local server/personal computer • On-demand self-service • Broad network access • Resource pooling • Rapid elasticity
- 9. THINGS MANDATORY FOR CLOUD COMPUTING • Hardware(Laptop, Pc, Mobile) • Internet connection: It provides a connection to the whole process. All elements connected by a network called the internet • Server: A server is work as a mediator between your hardware and database • Database: Our data store in the database in the form of a table(row and column)
- 10. Services provided by cloud computing • Platform as a service • Software as a service • Infrastructure as a service
- 12. PLATFORM AS A SERVICE • Force.com is cloud base platform where we can develop cloud-based application and website.
- 13. SOFTWARE AS A SERVICE SAAS IS A SOFTWARE DISTRIBUTION MODEL IN WHICH APPLICATIONS ARE HOSTED BY A VENDOR OR SERVICE PROVIDER AND MAKE CUSTOMERS AVAILABLE OVER THE INTERNET
- 14. INTRODUCTION TO SALESFORCE • Salesforce is a cloud base technology. It is a cloud base no.1 CRM • Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. • IT WAS FOUNDED IN 1999 BY MARC BENIOFF
- 15. Multi-tenant architecture multiple salesforce users store their data on the same cloud but in their own space.
- 16. Governor limit • Salesforce.com has created the set of limits which governs and limits the code execution so that no one monopolize the resource. • Whenever any of the governor limits are crossed, it will throw error and will halt the execution of program.
- 17. Magic of metadata • metadata is data about data • IT allows each customer to customize their own instance of Salesforce • All THE standard and custom configurations, functionality, and code in your org are metadata
- 18. APPLICATION PROGRAMMING INTERFACE • It is protocol through which one application communicate with other. Salesforce can integrate with third party application and communicate data with API
- 20. SALESFORCE TERMINOLOGY • INSTANCE OR POD • ENVIRONMENT
- 21. SALESFORCE INSTANCE • Example URL: https://na9.salesforce.com/home/home.jsp • NA” refers to the general location of the server
- 22. SALESFORCE environment environment IS A platform that lets you access, deploy or create applications with various feature sets, depending on the configuration of the environment
- 23. Types of Environments • Production Environments - Salesforce.com environments that have active paying users accessing business critical data • Development Environments - Salesforce.com environments where you can extend, integrate and develop on Force.com without affecting your production environments • Test Environments - These can be Production or Development Environments specifically used for testing application functionality before deploying to production or releasing to customers
- 24. SALESFORCE CLOUDS • SALES CLOUD • SERVICE CLOUD • MARKETING CLOUD • COMMUNITY CLOUD • IOT CLOUD
- 25. SALES CLOUD HELPS TO SELL PRODUCT AND SERVICES, MANAGE CONNECTIONS WITH CUSTOMERS AND CLOSE MORE DEALS
- 26. SERVICE CLOUD • SERVICE CLOUD INCREASES AGENT PRODUCTIVITY, REDUCES SERVICE COST, AND GAIN BETTER VISIBILITY INTO SERVICE ORGANIZATION • giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service. • Personalized Service • Always-on Service • Multi-channel support • Faster support
- 27. MARKETING CLOUD It is a customer relationship management platform for marketers that allows them to create and manage marketing relationships and campaigns with customers.
- 28. There are two parts of Salesforce • Admin: Functionality of software which is already developed. In admin, we can create some conditional basis automation. • Development- is a programming part in salesforce. We have created extra functionality which is not given by salesforce.
- 29. LETS CREATE OUR FIRST DEVELOPER EDITION
- 30. SALESFORCE UI • CLASSIC: OLDER USER EXPERIENCE • LIGHTNING: modern USER EXPERIENCE WHICH IS RESPONSIVE
- 31. Salesforce object, fielDS AND RECORDS
- 32. SALESFORCE STANDARD AND CUSTOM OBJECTS • ACCOUNTS – ACCOUNT ARE THE COMPANIES YOU ARE DOING BUSINESS WITH • CONTACTS- CONTACT ARE THE PEOPLE YOU WORK AT AN ACCOUNT • LEADS- LEADS ARE POTENTIAL PROSPECTS • OPPORTUNITIES- OPPORTUNITIES ARE QUALIFIED LEADS THAT ARE CONVERTED
- 35. RECORDS AN ITEM YOU ARE TRACKING IN YOUR DATABASE
- 36. Exercise: create custom object, custom field
- 37. trailhead • Sign up to trailhead • Trails • Trail mixes • projects
- 38. TRAILHEAD LEADER BOARD • https://trailblazersamplified-developer-edition.ap15.force.com/ - AMAN PATHAK
- 39. RESOURCE • GROWING FASTER WITH CRM https://trailhead.salesforce.com/content/learn/trails/crm • SALESFORCE TUTORIAL – RAJESH KUMAR https://www.sfdcamplified.com/salesforce-tutorial
- 40. QUESTIONS AND ANSWERS • HOW TO START LEARNING SALESFORCE • MOST ASKED INTERVIEW QUESTIONS • EXAMPLE OF PROJECTS TO PRACTICE TO GET JOBS
- 41. Now how to learn • Don’t worry you are not alone • Ask Community – meetups ,Stack exchange, success community • Trailhead • SFDC AMPLIFIED
- 42. THANK YOU
Hinweis der Redaktion
- Customer Relationship Management (CRM) is an approach that helps businesses improve existing customer relationships and acquire new customers faster. CRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers. his 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. In Salesforce, all of this information is stored securely in the cloud.
- Cloud computing is a modern technology of computer system. The purpose of this technology is you can get your data anytime and anywhere. You need an internet connection. You can access your data through mobile, laptop, tab, etc. It makes services easy, fast and effective. In cloud computing, your data store on the cloud. There are four things which are mandatory for cloud computing.
- A server is work as a mediator between your hardware and database. It takes a request from you and finds data accordingly to your query in the database. And return with data to you if data available otherwise it comes with status.
- Platform as a Service(PaaS) is a service which is provided by cloud computing. It is a platform where we can develop software, application according to our requirements. E.g.:- force.com Software as a Service(SaaS) is a software. We can use it and add more functionality. E.g.:- Salesforce, Gmail, Facebook, DropBox, Google Drive, etc.
- 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. But standard products and features are only the beginning. Our platform allows you to customize and personalize the experience for your customers, partners, and employees and easily extend beyond out-of-the-box functionality. or any business, the customer is the most important entity. And all business try to provide the best service to their customers. So, salesforce help to tracks every activity of customer and provides best services accordingly. It helps to filter the customer on the basis of some criteria. It is multi-talent technology. Where multiple salesforce users store their data on the same cloud but in their own space. Salesforce is very secure and trusted technology. As like your Gmail and Facebook accounts. There is some authentication required to access the data. Yes, we have login id and password to get our space. And same we can develop functionality as per requirements.
- SALESFORCE CRM PROVIDES FEATURE RICH SOLUTION FOR MARKETING, SERVICE, SALES, PARTNER MGMT, COMMUNITY MGMT
- Development is a programming part in salesforce. We have created extra functionality which is not given by salesforce. In development, We have basically work on two programming language Visualforce(Similar to HTML) and Apex(Similar to Java). Some supportive language is also used in salesforce like javaScript, CSS, etc.
- Classic is an ordinary mode of salesforce, which is less mobile friendly and less secure and less functionality than lightning. sa modern mode of salesforce. It is come-up with a lot of other elements like lightning components, and now web components are also coming soon. Lightning is a mobile-friendly mode. Salesforce has there own app to run salesforce which is known as Salesforce 1. Lightning is introduced to make salesforce much secure and smoothly run on mobile.
- ccountsAccounts are the companies you’re doing business with. You can also do business with individual people (like solo contractors) using something called Person Accounts.ContactsContacts are the people who work at an Account.LeadsLeads are potential prospects. You haven’t yet qualified that they are ready to buy or what product they need. You don’t have to use Leads, but they can be helpful if you have team selling, or if you have different sales processes for prospects and qualified buyers.OpportunitiesOpportunities are qualified leads that you’ve converted. When you convert the Lead, you create an Account and Contact along with the Opportunity.
- objects like a tab on a spreadsheet, and a record like a single row of data. Record An item you are tracking in your database; if your data is like a spreadsheet, then a record is a row on the spreadsheet This round thing that plays music #vinyl Field A place where you store a value, like a name or address; using our spreadsheet example, a field would be a column on the spreadsheet A green meadow with flowers and grass and hopping bunnies Object A table in the database; in that spreadsheet example, an object is a tab on the spreadsheet Something unidentified in the sky, with green creatures inside Org Short for “organization,” the place where all your data, configuration, and customization lives. You and your users log in to access it. You might also hear this called “your instance of Salesforce” Short for organ, meaning your heart, liver, kidneys, or possibly a big musical instrument App A set of fields, objects, permissions, and functionality to support a business process