Salesforce Tutorial: What is, Introduction and Architecture

Details

Before we start learning Salesforce tutorial, lets understand-

What is Cloud Computing?

Cloud computing is all about using a remote server, to store, manage, and process data, instead of a local server/ personal computer.

What is CRM?

CRM (Customer Relationship Management) is a kind of software that stores customer contact information like name, address, age, phone number. It also keeps tracks of customer activity like website visits, numbers of outgoing and incoming phone calls, email, and more.

What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce has now expanded from just CRM to offer multiple products.

In this Salesforce tutorial for beginners, you will learn Salesforce basics like-

History of Salesforce

Why Salesforce? Key Benefits

Here, are prime reasons for using Salesforce CRM:

Salesforce Architecture

The below figure demonstrates detailed Salesforce Architecture:

Architecture of Salesforce
Salesforce Architecture

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

Trusted multitenant Cloud

In this component, multiple instances of one or more application operate separately in a shared environment. The instances are known as tenants which separate from each other. Although, there are 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 customizations. 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 in 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

Features of Salesforce

Salesforce Products

Type of Cloud Description
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 partners.
Commerce Cloud The commerce cloud allows your organization to provide seamless customer service and experience.
IoT Cloud The IoT cloud is used by the company's to develop connected products.
Health Cloud Health cloud is helping the health industry to understand patients beyond their charts.

Difference between Traditional CRM Vs. Salesforce CRM

Traditional CRM Vs. Salesforce CRM
Traditional CRM Vs. Salesforce CRM
Traditional CRM Salesforce CRM
Hosted on the company's server Hosted on the cloud
Takes months or even years to set up Can be set up in a few days or weeks
Difficult to understand and use Easy to use and understand
Unused data Manages all data in one place
No personalized service Real-time customer data and personalized service
High client attrition High customer lifetime value

How are companies using Salesforce?

Now in this Salesforce CRM tutorial, we will learn how Salesforce is used by the companies for various applications:

Industry Company Usage
Communications Comcast-Spectator Salesforce CRM helps them to maintain detailed customer profiles to find out their biggest fans to developer an effective marketing technique.
Finance American Express American Express using a CRM tool to connects their employees across organizations, branches, and time zones.
High Tech Sony The famous broadcasting firm sony use the Salesforce service cloud to communicate with its customers.
Health Care Health Leads Health Leads able to view, update patient data and coordinate with doctors.
Media Coco-Cola Coco cola the cold drink maker uses salesforce to connect better with their staff and people.

How to access Salesforce?

Now in this Salesforce tutorial, let's learn how to access Salesforce:

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

Step 1) Go to link and

1. Add required information

2. 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

  1. Enter the required data
  2. Click save

Step 6) Account is created

The UI of Salesforce 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:

Summary

 

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