Salesforce PPT.pptx

Salesforce Intro

1. What is Salesforce? Salesforce is the world's 1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere . Salesforce is an American cloud-based software company established by Marc Benioff headquartered in San Francisco, California, February 1999.

2. What is Cloud? Cloud is remote servers hosted on the internet to store, manage, and process data, rather than a local server or a personal computer. Cloud computing is  the on-demand availability of computer system resources , especially data storage (cloud storage) and computing power

3. Sales Cloud Salesforce Sales Cloud is an application designed to help organizations sell smarter and faster by centralizing customer information, logging interactions, allowing collaboration across teams, and automating various tasks.  Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support.  

4. Service Cloud Salesforce Service Cloud is among the most significant Salesforce Clouds and provides all the necessary functionalities that boost customer engagement .  Service Cloud allows you to deliver service to every customer, anytime, anywhere. It is a part of Salesforce's Customer Success Platform, an ecosystem of connected mobile and social tools powered by the cloud .

5. Commerce Cloud Salesforce Commerce Cloud is a cloud-based ecommerce platform from the commerce cloud market where we can create ecommerce websites manage , and sell products . Commerce Cloud​ is the world's leading B2C and B2B commerce solution. Commerce Cloud is a multi-tenant, cloud-based commerce platform that empowers brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store

6. Experience Cloud Experience Cloud ensures that the data displayed on the site is already recorded in your unique Salesforce CRM platform. Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other.

7. Analytics Cloud Analytics Cloud is a robust cloud-based analytical solution that accelerates exploring and analyzing huge volumes of data. The Salesforce Analytics Cloud is powered by Einstein Analytics and Tableau tools . Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization .

8. Marketing Cloud The Salesforce Marketing Cloud connects companies with every customer interaction and experience across different channels. It is easy to control messaging flows, react to customer actions, and discover useful insights to grow your business . Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships .  

9. What is CRM? Customer relationship management  (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers .

10. What is Salesforce Administrator ? Salesforce Administrators work with stakeholders to define system requirements and customize the platform. To put it simply, they enable users to get the most out of Salesforce technology. A Salesforce Admin best understands how to make the platform work for their company's goals. Salesforce Administrator solves business problems by customizing the Salesforce Platform.

11. Salesforce Admin R elationship Relationship in Salesforce is  a 2-way association between 2 objects . Using relationships we can link objects with each other and we can make connections and display data about other related objects.

12. Salesforce Administrator Job Responsibilities : Ensuring optimal performance of Salesforce systems and products. Upgrading and configuring Salesforce systems for optimized integration. Managing Salesforce roles, profiles, sharing rules, workflows, and groups. Importing sales department leads, contacts, and other data. Maintaining the sales cloud, as well as building custom reports and dashboards. Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing. Evaluating and installing new Salesforce releases, as well as providing training and support. Documenting processes, including error reports and changes to field history tables .

13. Salesforce data loader A Salesforce data loader is  a universal tool used for bulk importing and exporting of data . It provides a user-friendly UI or command line access.  Use it to insert, update, delete, or export Salesforce records .

14. Salesforce admin report and dashboard Salesforce reports and dashboards are  the analytical side of the CRM . They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

15. Salesforce Admin Security System level security is the highest level of security in Salesforce where we maintain a list of authorized users to login, Password policies, Login IP ranges, limiting login access to certain hours, Session Security, Login Flows, Network Access. Object Level Security or Profiles.

16. Salesforce Admin Flow Automation Salesforce Flow is  a powerful tool that enables Trailblazers like you to bring the value of workflow automation to your business processes . With a simple drag-and-drop interface, Flow helps you automate complex processes using clicks, not code.

17. What is Salesforce Developer? A Salesforce developer is a special type of computer programmer who writes software on the Salesforce CRM platform or another piece of Salesforce cloud technology. This ranges from creating websites to developing apps. A Salesforce developer's job is to  analyze the processes in the company, design the CRM workflows in Salesforce, and also provide custom solutions for specific business requirements. They are the backbone of any enterprise to manage the old and new records of the company

18. What is SFDC? The full form of  SFDC  is  Salesforce Dot Com , or you can say Salesforce.com. Salesforce.com Salesforce also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

19. What is a SFDC Platform? Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and resolve defects in cloud applications before deployment.

20. What is PAAS & SAAS? PaaS, or platform as a service , is on-demand access to a complete, ready-to-use, cloud-hosted platform for developing, running, maintaining and managing applications . SaaS , or software as a service , is on-demand access to ready-to-use, cloud-hosted application software.

21. Which language is used in Salesforce developer? A Salesforce developer works with computer code like JavaScript and HTML on a daily basis. To start coding in Salesforce using its programming language Apex (custom code) and Visualforce (user interface) you should start with Java. Java is a programming language that is widely used over multiple platforms and operating systems including Windows, Linux and Mac OS.

22. APEX Apex  enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications . Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

23. Visualforce Visualforce pages are  basic building blocks for application developers . A Visualforce page is similar to a standard Web page, but includes powerful features to access, display, and update your organization's data. Pages can be referenced and invoked via a unique URL, just as they would be on a traditional web server.

24. Lightning Lightning (Salesforce Lightning) is  a component-based framework for Salesforce app development . Salesforce Lightning aims to simplify the Salesforce app development processes for business users, who typically do not have programming experience .

25. Lightning Component Framework   A JavaScript framework and set of standard components that allow you to build reusable components to customize the Lightning Experience, Salesforce Mobile app and template-based communities and build your own standalone apps.

26. Advantage of Salesforce Advantage of Salesforce: Better Time Management : Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow. Ultimate Accessibility Increased Revenue Greater Customer Satisfaction Simple Account Planning Trusted Reporting Improved Team Collaboration

27. Disadvantage of Salesforce Salesforce doesn't offer ready-to-set-up-and-go solutions for smaller niches(companies) like Commercial Real Estate, Investment Sales, or Construction.

28. Salesforce Developer Job Responsibilities Meeting with project managers to determine CRM needs. Developing customized solutions within the Salesforce platform. Designing, coding, and implementing Salesforce applications. Creating timelines and development goals. Testing the stability and functionality of the application. Troubleshooting and fixing bugs. Writing documents and providing technical training for Salesforce staff. Maintaining the security and integrity of the application software.

29. Different Types of Certifications in Salesforce

30. Salesforce Certification Salesforce Administrator: Salesforce Admin best understands how to make the platform work for their company's goals. Marketing Cloud Developer : Marketing Cloud Developer is responsible for understanding business requirements and delivering high-quality technical solutions that empower the Marketing teams to utilize the Marketing Cloud automation platform . Sales Cloud Consultant: Sales Cloud Consultant program is for experts who have experience delivering Salesforce Sales Cloud products in a customer-facing capacity.

31. Salesforce Application Architect : Salesforce Architect is a trusted advisor and leader who partners with business stakeholders and executives to design a vision and architecture for a solution to a business problem. Salesforce Platform : Salesforce Platform is the app development platform that extends your CRM's reach and functionality. Marketing Cloud Consultant : Marketing Cloud Consultant is challenging and requires you to examine which skills are actually required. Whether you are an organization seeking a single consultant, or a consultancy/agency hiring a full time employee, the individual will need to complement the skills of your internal/existing team.

32. Does Salesforce admin need coding? Well, you don't need to be a coder to be a Salesforce Administrator. In fact, many of the most successful Salesforce Administrators have little or no coding experience . Salesforce Admin's real-time duties involve everything from managing user accounts to handling the work environment.

33. Does Salesforce developer need Coding? To start coding in Salesforce developer using its programming language Apex (custom code) and Visualforce (user interface) you should start with  Java . A Salesforce developer works with computer code like JavaScript and HTML on a daily basis.