Introduction to Salesforce
Let’s start off with this Salesforce tutorial with a brief introduction to help you learn Salesforce in a better way. As customers have become the pivot around which the growth of any company revolves, it has become extremely important for companies to deploy apt CRM software solutions. However, customer requirements being diverse, most companies do not find a suitable CRM solution that best fits their needs. In this situation, Salesforce has emerged as a market leader. With flexibility and reliability as its primary features, Salesforce is most likely to continue dominating the marketplace in the years ahead.
If you’re a developer, you know the pain of following so many code components in order to create an application. Well, Salesforce comes to your rescue here! In this Salesforce Developer tutorial, you’ll learn Salesforce so as to make your understanding perfect! With Salesforce, you can create applications in just a few days or a few weeks and make them visible to as many clients as you want with the customizations provided. Isn’t it amazing? By the end of this Salesforce Developer tutorial, you’ll start to love everything about Salesforce.
Here are the topics that will be discussed in this tutorial:
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Now the question is how does Salesforce work to provide its customers with a platform like this? Well, Salesforce works on the cloud. It is basically a cloud-based platform that provides tools to its clients for building an application or a platform to its clients wherein they can use its products.
History of Salesforce
Salesforce had a humble beginning in San Francisco, just like many other tech giants. It was founded in the year 1999 by Marc Benioff (an ex-Oracle employee), and Frank Dominguez and Parker Harris were its co-founders. As they grew, they listed the company’s IPO on the New York Exchange and raised $110 million. In 2014, Salesforce announced the development of a Customer Success Platform that will merge all its services like Sales, Service, Marketing, Analytics, etc. In 2017, they launched the Facebook Analytics tool, and in 2018, collaborated with Apple to improve their apps for businesses. Later Salesforce started offering its services in 16 languages worldwide. Today Salesforce has 150,000 customers and employs more than 20,000 employees.
Why learn Salesforce?
This Salesforce tutorial begins with a discussion on why you need to learn Salesforce. Basically, Salesforce started off as a Software-as-a-Service (SaaS) company providing a Customer Relationship Management (CRM) platform on the cloud.
Along with SaaS, now, it provides the Salesforce platform to its clients wherein they can create their own applications; this is called Platform as a Service (PaaS). Although Salesforce earns the most by PaaS, SaaS is also used by many Fortune 500 companies.
Traditional CRM vs Salesforce CRM
CRM is considered to be the most efficient technique to create relationships among customers. It can be used to target contacts, leads, and opportunities. You can also use CRM software for dealing with tracking, product planning, manufacturing, and shipping.
|Hosted on a company’s own server
||Hosted on the cloud
|Difficult to understand and use
||Easy to understand and use
|Takes months or even years to set up
||Can be set up in a few days or weeks
|Requires overall higher cost
||Requires overall lower cost
So, What is Cloud Computing? Cloud Computing is basically referred to as Internet-based computing that involves shared resources, information, and software which has been provided by computers and mobiles.
In other words, a cloud is a unique place where you can store as much data as you want to make it accessible from anywhere in the world by just having an Internet connection and a device to access it. Instead of storing data on your device, uploading the data onto the cloud and then viewing it from some other place is called accessing the cloud.
Talking about the types of Cloud Computing platforms, there are three types of cloud services available:
- Infrastructure as a Service (IaaS)
- Software as a Service (SaaS)
- Platform as a Service (PaaS)
Infrastructure as a Service
When a cloud service provider uses Infrastructure as a Service (IaaS), they mostly concentrate on infrastructural services such as a server, hosting, storage services, etc.
Salesforce doesn’t use Infrastructure as a Service as there is no need for installing any software or hardware program. Instead, all the apps and data are stored securely in the cloud. You also don’t need to take any backup as the cloud takes care of it automatically.
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Platform as a Service
Platform as a Service (PaaS) provides a platform for its customers to develop and deploy apps. Users can customize this according to their business needs. They need to just manage their data and application resources. PaaS is basically used by developers. The provider basically takes care of the underlying infrastructural parts, and the users are given predefined tools using which they can build their own applications.
Software as a Service
Software as a Service (SaaS) is a software delivery model in which the software is licensed on a subscription basis and is hosted centrally.
Salesforce uses Software as a Service as there is no need for installation, downloads, or setups. You just need to log in to your Salesforce account and start using your subscribed apps over the cloud. It is way more convenient for you, isn’t it?
Differences Between the Services and Components Managed by IaaS, PaaS, and SaaS
Salesforce uses PaaS (Platform as a Service) and SaaS (Software as a Service). Next up in this Salesforce Developer Tutorial for Beginners, let us see why you should learn Salesforce.
Do you know How much a Salesforce Developer makes! Check out our blog to know Salesforce Developer Salary.
Go through this Salesforce in London Course to get a clear understanding of Salesforce!
Next, in this Salesforce Developer Tutorial for Beginners, we will talk about the legacy systems and platforms in Salesforce.
Problems with Traditional Software Methodology (Legacy Platforms)
In the traditional software methodology, to create an application, developers had to follow these steps:
- Formation of an idea for building an application
- Buying and setting up hardware
- Installing software
- Defining users and providing them with different accesses
- Setting up means for reporting and analytics
- Building security around the application
- Making it mobile phone accessible and social
A usable application is created! Although, the whole process is tedious and time-consuming. It generally takes around 6–12 months to implement these steps.
To solve this problem, Salesforce came into the picture and became popular.
With Salesforce, the developer isn’t worried about buying and setting up the hardware, installing the software, defining users, setting up means for reporting and analytics, building security around the application, and making it mobile phone accessible and social. As with Salesforce, all of these code components come as a single package.
Developers can go ahead and create an application and release it to their clients. As they don’t need to worry about any of the core components, Salesforce has gradually increased their productivity. Now, they can straightaway build the application on the platform provided to them by Salesforce and release it onto the cloud.
Wish to crack Salesforce job interviews? Intellipaat’s Top Salesforce Interview Questions are meant only for you!
Next up in this Salesforce Developer Tutorial for Beginners, we will see why Salesforce is gaining so much popularity.
Salesforce offers its customers many benefits that make it the leader in the CRM (Customer Relationship Management) space. Some of its benefits are mentioned here for your reference:
- Salesforce is a complete feature-loaded solution for Sales, Marketing, Service, Community, and Partner Management.
- Salesforce offers you the best benefit of storing your Salesforce data in a cloud that helps your team to access the data from anywhere in the world.
- Salesforce is versatile and caters to different sizes of companies.
- It offers you its services in a pay-as-you-go service model.
- Salesforce helps you in accelerating sales productivity, increases customer loyalty retention and satisfaction.
- Salesforce offers easy integration with 3rd party apps and helps in the growth of your business. Etc.
Check out our tutorial on Components of Salesforce!
Features of Salesforce
Salesforce offers many features to its customers to help them grow their businesses. Here we have mentioned some for your reference:
Contact Management– Pull a customer’s data like customer communication, activity history, etc.
Marketing and Sales Lead- Measures customer engagement through email activity tracking and converts them to customers.
Build and Run Innovative apps- Build, scale and manage apps through Salesforce.
Salesforce Analytics-Build dashboards, pull data and perform analysis.
Sales Community- Salesforce has Online Community software that helps companies to connect with customers, employees, and partners with each other.
Salesforce Engine- Helps build personalized contact with a customer for various campaigns designed by the marketing team.
Lead Management- Helps you track the progress of your leads.
Partnership Management- Helps you build Partner communities, and share goals, activities, and objectives.
Workflow and Approvals- Approvals and Workflow in Salesforce offers you a simple interface through which you can simply drag and drop.
Sales Forecasting- You can get a real-time view of the Sales team forecast. Etc.
Preparing for a Salesforce Admin Interview! Check out our Salesforce Admin Interview Questions and Answers.
Multiple Salesforce Products are catering to different requirements of their customers. These products are:
- Salesforce Sales Cloud
- Salesforce Marketing Cloud
- Salesforce Service Cloud
- Salesforce Commerce Cloud
- Salesforce Community Cloud
- Salesforce IoT Cloud
- Salesforce Analytics Cloud
- Salesforce Health Cloud
You can access Salesforce by registering for a 30-day free trial. So, let’s discuss the procedures for accessing Salesforce in this tutorial.
- Visit this link here (official Salesforce website link for registering)
- Add all the mandatory information required.
- And at the bottom, click on the Start Free Trial button.
- It will take some time to set up the Salesforce Trial.
- Once it starts, you can see the welcome screen with demo data.
- Create a New Account for your company by clicking on the Account tab and then within that by clicking New.
- A popup will flash, wherein you must add required data in the respective fields.
- At last click on Save, you will be redirected to the Welcome Screen, where you can now see your new Company account.
Check out our tutorial on Salesforce Data Types, and Field Types!
Why choose Salesforce?
Salesforce is the number 1 CRM platform currently but there are other reasons too:
- It is a Cloud-based CRM Platform that helps in accessing the data easily from anywhere in the world.
- Salesforce is affordable even by the smallest of companies like any startup and offers a multitude of capabilities to build and run apps or businesses, which attract large companies.
- You do not have to worry about the setup, installation, repairing, etc., and could focus on building the apps for Salesforce. You do not have to install any software to run business activities or to build an application.
- Salesforce could be easily integrated with any 3rd-party applications like Gmail, etc.
- Salesforce is easy to use, the interface is super easy, is fast to deploy apps, and offers efficient outputs.
- Due to Salesforce, the development cost is also less.
Salesforce is a must in every business nowadays, check out our blog on the importance of Salesforce now
Differences Between Salesforce CRM and Dynamic CRM
In today’s market, there are a lot of options for choosing a CRM platform. The major players are Salesforce, SAP, Oracle, Microsoft Dynamic, etc. The battle is between Salesforce CRM and Microsoft Dynamic CRM. So, let’s discuss the difference between Salesforce CRM and Dynamic CRM here:
||Microsoft Dynamic CRM
||It offers web and mobile app accessibility from anywhere.
||It offers web and mobile app accessibility from anywhere, too.
||Salesforce has only the Cloud Deployment option.
||Dynamic can be deployed in Cloud, on-premise, and even at partner hosting.
||Salesforce offers 1 GB/user storage for users ranging between 1-20.
||It offers 10 GB of shared storage for 1-20 users.
||Salesforce when relatively compared offers limited language support.
||Microsoft Dynamic CRM offers 35 Languages support to its customers.
||It has a pricing rate of USD 25-300 per user per month.
||Dynamic CRM’s pricing ranges between USD 65-135 per user per month.
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Why is Salesforce gaining popularity?
It is quite evident from the graph how Salesforce has topped the Magic Quadrant leaving behind Microsoft and Oracle. Although the cost is more, Salesforce provides the best user-friendly interface as compared to any other CRM software.
Salesforce is the number one CRM tool being used around the world today. It offers an entire range of applications that can be very useful in lead generation and improving sales and deal closure. Along with that, it also helps in the marketing domain, customer service, analytics, and many other applications.
Reasons why Salesforce is gaining so much popularity:
- Scalability and customization
- Multi-tenant architecture
- Partner ecosystem
- Data security
- Continuous enhancing of the application and the platform
This Salesforce tutorial is beneficial for anybody who wants to learn about CRM. Software Developers, Administrators, Cloud Computing Professionals, and Project Managers can learn and benefit from this Salesforce tutorial.
There are no prerequisites to take up this Salesforce tutorial.
Come to Intellipaat’s Salesforce Community if you have more queries on Salesforce!