Salesforce Tutorial For a Promising Future – Complete Guide [Step-In]

Last updated on 12th Jun 2020, Blog, Tutorials

What is Salesforce?

Salesforce is as Software as a Service (Saas) CRM. Salesforce.com helps you to manage customer relationships, integrate with other systems, and even build your apps. The tools help you to create a custom solution as per your business requirements. Today, Salesforce has expanded from just CRM to offer a multitude of products.

In this beginners training for Salesforce consultants, you will learn

• What is Salesforce?
• History of Salesforce
• Why Salesforce? Key Benefits
• Salesforce Architecture
• Service Nature of Salesforce
• Features of Salesforce
• Salesforce Products
• Traditional CRM vs. Salesforce CRM
• How are companies using Salesforce?
• How to access Salesforce?
• What is APEX?

History of Salesforce

• It was founded in March 1999 by ex-Oracle employee Marc Benioff, Frank Dominguez, and Parker Harris
• In June 2004, the company’s IPO was listed on the New York Stock Exchange under the stock symbol CRM and raised US$110 million.
• In October 2014, Salesforce announced the development of its Customer Success Platform to merge all the Salesforce’s services like sales, service, marketing, analytics, etc.
• In 2017, Sales force launched a Facebook Analytics tool.
• In 2018, Sales force partnered with Apple for improving apps for businesses.
• Salesforce.com translated its services into 16 different languages. It currently has 82,400 regular customers and over 2,100,000 subscribers.

Why Salesforce?

Key Benefits

Here, are prime reasons for using Salesforce CRM:

• It is a complete feature-rich solution for marketing, sales, service, partner management, and community management.
• Salesforce data is stored in the cloud so your team can use it from anywhere in the world with the help of an Internet connection.
• It caters to the needs of small as well as medium to large organizations.
• Salesforce works on a pay as you go, model so there are no overhead costs.
• Increase customer loyalty, retention, and satisfaction
• Accelerates sales productivity
• Salesforce can easily integrate with 3rd party apps.
• Increase the growth of your business
• Continuous optimization of campaigns can be done based on the market response and closure interaction with channel partners.

Salesforce Architecture

The architecture of Salesforce can be divided into various components described as follows:

Trusted multi tenant Cloud

In this component, multiple instances of one or more applications operate separately in a shared environment. The instances are known as tenants which separate from each other. Although, they physically remain in the same hardware. It is called trusted as it offers a high level of security.

Scalable Metadata Platform

This component helps you to customize. It also allows you to increase the amount of data or concurrent user instances.

Enterprise Ecosystem

The enterprise Ecosystem of Salesforce is quite big as many partners contribute by creating and maintaining this platform.

APIs

Salesforce offers a powerful suite of APIs to develop the Mobile App.

CRM and Related Functionality

Salesforce includes all features of CRM and also offers features for the creation of apps

Service Nature of Salesforce:

• Salesforce as SaaS (Software as a Service): No installations, setup or download required. Just Log in and use software across the Cloud.
• Salesforce as PaaS (Platform as a service): In this kind of software service, no separate platform is required. You can use the developer’s code to create and deploy applications.
• Salesforce as laaS (Infrastructure as a service): No hardware or software installations needed as your data and applications are stored securely on the Salesforce cloud.

Features of Salesforce:

• Marketing and sales lead: Helps you to measure customer engagement by tracking email activities and converting them to customers.
• Contact management: With the help of this feature you can pull your customer’s data like activity history, frequent contacts, customer communications, etc.
• Opportunities and quotes: Helps vendor to create opportunity and quote.
• Build and run innovative apps: You can build, scale and manage apps
• Analytics: It allows you to access the data, create dashboards and perform analysis
• Email integration: It provides integrations devoted to customer service, support and customer experience
• Communities for sales:– Online community software that enables companies to connect customers, partners and employees with each other
• Salesforce Engine: This feature focuses on making personalized contact with a customer for various campaigns designed by the marketing team
• Sales Collaboration: This feature helps you to address customer queries and feedback
• Sales Performance Management: It offers a metric-based goal setting and helps you to get feedback & rewards for the sales team.
• Lead Management: This feature helps you to tracks the leads that are in progress
• Territory Management: This feature allows you to create multiple territory models. You can also preview them before rollout, and helps you to optimize and balance territories
• Partnership management: This feature allows you to build communities with partners and help them to share objectives, goals, and activities
• Workflow and Approvals: The interface provides simple drag and drops option
• Files Sync and Share: This feature provide the sales team the power to share various files and update them instantly
• Reports and Dashboards: Dashboards and reporting feature offers a real-time picture of the business at a glance
• Sales Forecasting: This feature allows you are getting a real time view of the forecast of a sales team

Traditional CRM vs. Salesforce CRM

Salesforce Products

Sales Cloud : 

Salesforce cloud brings all the customer information together in an integrated platform. It includes various features for marketing, sales, and lead generation which helps you to achieve your business goals.

Market Cloud:

Marketing Cloud helps you to monitor and engage with the customer across the world

Service Cloud:

With service cloud, 4000 service agents solve over 10 million cases each year.

Analytics Cloud:

Analytics cloud is helping companies to visualize data

Community Cloud:

Using a community cloud company can directly connect with resellers, distributors, and partner

Commerce Cloud:

The commerce cloud allows your organization to provide seamless customer service and experience.

IoT Cloud:

The IoT cloud is used by companies to develop connected products.

Health Cloud:

Health cloud is helping the health industry to understand patients beyond their charts.

How are companies using Salesforce?

Communications

Company: Comcast-Spectacor

Usage:Salesforce CRM helps them to maintain detailed customer profiles to find out their biggest fans to developer an effective marketing technique

Finance:

American Express:

Usage:American Express using a CRM tool to connects their employees across organizations, branches, and time zone

High Tech:

Sony

Usage:The famous broadcasting firm sony use the Salesforce service cloud to communicate with its customers

Health Care:

Health Leads

Usage:Health Leads able to view, update patient data and coordinate with doctors.

Media:

Coca Cola

Usage:Coca cola the cold drink maker uses salesforce to connect better with their staff and people.

How are companies using Salesforce?

How to access Salesforce?

Salesforce has a 30-day free trial and we will register for the same.

Step 1) Go to link and

• Add required information
• Click on start free trial button

Step 2) Setup will take time

Step 3) You will see the welcome screen, with demo data

Step 4) Let’s create a new Account (Company). Click on Account > New

Step 5) In the popup

• Enter the required data
• Click save

Step 6) Account is created

The UI of Salesforce is very self-explanatory and likewise you can do other transactions.

What is APEX?

Apex is an object-oriented programming language. It allows developers to execute transaction control and flow statements on Salesforce servers with the help of an API. Apex also helps developers to add business logic into their programming code.

Here, are advantages of using Apex language:

• Apex uses syntax and semantics that are easy to understand and offers fast and effective results
• It is designed to thread together multiple queries and DML statements into a single unit of work on the Salesforce server
• Apex uses direct references to schema objects like object and field names

• Cloud computing is all about using a remote server, to store, manage, and process data, instead of a local server/ personal computer
• CRM is a kind of software that stores customer contact information like name, address, age, phone number
• Salesforce is as Software as a Service (Saas) CRM. Which helps you to manage customer relationships, integrate with other systems, and even build your apps
• Salesforce was founded in March 1999 by ex-Oracle employee Marc Benioff, Frank Dominguez, and Parker Harris
• It is a complete feature-rich solution for marketing, sales, service, partner management, and community management.
• Trusted Multi Tenant Cloud, Scalable Metadata Platform, Enterprise Ecosystem, APIs, CRM, and Related Functionality are important salesforce components
• The service nature of Salesforce are SaaS, PaaS, laaS
• Marketing and sales lead feature of salesforce helps you to measure customer engagement by tracking email activities and convert them to customers
• Important salesforce tools are: Sales Cloud, Market Cloud, Service Cloud, Analytics Cloud, Community Cloud, Commerce Cloud, IoT Cloud Health Cloud
• Traditional CRM hosted on the company’s serve while Salesforce CRM is hosted on the cloud
• Salesforce used in various Industries like Communications, Finance, High Tech, Health Care, Media, etc.
• Apex is an object-oriented programming language which allows developers to execute transaction control and flow statements on Salesforce server.
• Salesforce is important because it is a multifunctional and highly customizable CRM platform, which can support complex business processes and drive the productivity of sales, customer service, and marketing teams.

Conclusion:

Salesforce has become synonymous with CRM. Organizations can use Salesforce for contact management, customer engagement, workflow creation, task management, and opportunity tracking. You can also collaborate with colleagues, run analytics, and access Salesforce from a mobile dashboard.Hope you have found all the details that you were looking for in this article.