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 market place in the years ahead.

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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:

Let’s read on!

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. 

Before we get deeper into Salesforce in this Salesforce Developer Tutorial for Beginners, let’s first see what Cloud Computing is.

Cloud Computing

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)

Services in Cloud Computing

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 onto the cloud. You also don’t need to take any back up as the cloud takes care of it automatically.

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 login 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

Difference between SaaS, IaaS, PaaS

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.

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 the CRM software for dealing with tracking, product planning, manufacturing, and shipping.

Traditional CRMSalesforce CRM
Hosted on a company’s own serverHosted on the cloud
Difficult to understand and useEasy to understand and use
Takes months or even years to set upCan be set up in a few days or weeks
Requires overall higher costRequires overall lower cost

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.

Problems with Traditional Software Methodology or Legacy Platforms

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.

Problems with Traditional Software
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.

Why is Salesforce gaining popularity?


Source: Gartner

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

Recommended Audience

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.

Come to Intellipaat’s Salesforce Community if you have more queries on Salesforce!

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Prerequisites

There are no prerequisites to take up this Salesforce tutorial.

Do you want to learn how to create a customized and secure Salesforce environment? Enroll in Salesforce Certification Course now!

Frequently Asked Questions

What is Salesforce and why it is used?

Basically, Salesforce.com is a SaaS company that leverages cloud computing to design Customer Relationship Management (CRM) software for organizations. This CRM software can be used by salespeople to track sales, support people to track the resolution of queries and cases, and the entire workforce of a company to collaborate with each other.

Is Salesforce easy to learn?

Though Salesforce is extensive, it is not difficult to learn. If you put your mind and head into learning the Salesforce CRM and at the same time take up this online Salesforce Training course, you will be able to master Salesforce within weeks.

What’s so great about Salesforce?

The capability of Salesforce in building on-demand software reduces the cost of end-customers. This is because it provides a common platform for managing networking, hardware, and software. Thus, Sales and communication can be improved significantly and that too in a cost-effective manner.

Is it good to learn Salesforce?

Yes, it is good to learn Salesforce. The demand for Salesforce administrators and developers is on the rise. Numerous companies are in pursuit of skilled people who can help manage the Salesforce suite. For this particular reason, Salesforce is definitely a career option to opt for.

Does Salesforce has a future?

Ever since Salesforce replaced Oracle’s Seibel around 2 decades ago, it has continued to dominate the CRM world. And, Salesforce is still evolving at an alarming rate in terms of functionalities and features. So, yes! Salesforce has a future undoubtedly, and you can incline the course of your career with the rapid evolution of Salesforce by being a certified individual.

What companies use Salesforce?

Salesforce CRM is leveraged by several big companies. The most prominent ones are Spotify, AWS, U.S. Bank, Toyota, Aldo, and the New York Post.

Does Salesforce require coding?

Salesforce does involve coding when it comes to operating around its inherent programming languages ‘Apex’ and ‘Visualforce’. But no matter, these languages resemble a great deal with Java. So, if you have an understanding of Java, you will face no hurdles while mastering Salesforce.

Table of Contents

Components of Salesforce

Salesforce components: TAB Menu - In this all the tabs are arranged in a row. All TAB Menu - In this we can find all the tabs available in salesforce.com. More TAB Menu - In this we can find more tabs available in salesforce.com. User Menu – This is available at the top with username. By using this component we Read More

Salesforce Meaning

What is salesforce?: In the previous section of this Salesforce tutorial, you got an Introduction to Salesforce. So, What is Salesforce? This section will explain the actual Salesforce meaning in detail. Salesforce is a cloud-based software company that provides its customers with a platform to develop their own applications without following the tough steps that they used to follow in Read More

Salesforce Marketing Cloud

What is Salesforce Marketing Cloud?: To begin with, Salesforce Marketing Cloud is a platform wherein relevant and personalized journeys are delivered across various devices and channels. In this section of the Salesforce tutorial, you will be introduced to Salesforce Marketing Cloud, along with the related details of why you should choose it. Watch this video on Salesforce Marketing Cloud Training Read More

Salesforce CRM

What is Salesforce CRM?: This tutorial talks about the hot buzz in the market, Salesforce CRM. Wait, what is Salesforce CRM? Well, CRM Salesforce is owned by salesforce.com which is a Cloud Computing company headquartered in San Francisco, California. It is a cloud-based CRM that doesn’t require IT experts to set up or manage it. One can simply log in Read More

Salesforce Architecture

Architecture of Salesforce: By now, you would have understood that you can use Salesforce to deliver a highly customizable application to your customers. In order to understand how Salesforce works, it is important to understand the architecture of Salesforce. In this section of the Salesforce tutorial, you will be learning about the architecture of Salesforce in detail. Watch this Salesforce Read More

Salesforce Developer Account and Login

How to create a Salesforce Developer login account?: In order to work on Salesforce, you need to create a Salesforce login account, where you can log in and work according to your requirements. There are many Salesforce login editions one can use. However, in this tutorial section, let's create a Salesforce Developer login account. Watch this Salesforce Training video tutorial: Read More

Salesforce: Data Types, Field Types, and Components

Different Data Types in Salesforce: In Salesforce, there are different kinds of data types depending on conditions. The five different data types in API: ID String Boolean Double Varies by type Want to know more about Salesforce? Read this extensive Salesforce Tutorial! Different Field Types Depending on the Data Types ID Look up relational, master–detail relationship String Auto number, email, Read More

Creating a Salesforce Application

Salesforce Application: It is a collection of tabs that work together as a single unit to give functionality. Salesforce gives standard apps such as Sales, Call Center, Marketing Cloud, and Community. In Salesforce, you can customize an existing app to match the method to construct novel apps by assembling standard and custom tabs. Salesforce applications are of two types; one is Read More

How to install AppExchange Applications?

Installing AppExchange Applications: Step 1: First, you have to log in to your Salesforce account and then go to the App menu and select AppExchange. Once you do that, it will directly navigate you to https://appexchange.salesforce.com/ Step 2: Now, you can search for the app you need. Suppose, you are in search of the app Sdocs, the screen will look Read More

Salesforce Objects Tutorial

Salesforce Objects: Salesforce objects are database tables that permit you to store the data specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com, such as users, contracts, reports, dashboards, etc. Custom Objects: Custom objects are those that are created by users. It supplies information that Read More

Creating Custom Fields

How to create Custom Fields?: To create custom fields, you have to create custom objects first. Now, you are going to build custom fields in Student objects. Father's name DOB Phone Address Fee paid Wish to crack Salesforce job interviews? Intellipaat's Top Salesforce Interview Questions will help you! Step 1: To create a field in a custom object, go to Read More

Creating Reports in Salesforce

How to create reports in Salesforce?: It is very simple and quick to create reports in Salesforce. Let's see how. First, log in to your Salesforce association group and then click on Reports. You would be navigated to the below screen. The Dashboard folder is used to navigate to the list of the dashboard screen. Use the Create a new Read More

Wrapper Class in Salesforce

What is Wrapper Class in Salesforce?: You learned about Salesforce in-depth in the previous sections of this Salesforce tutorial. Let’s now learn 'What is wrapper class in Salesforce?' A wrapper class is nothing but a collection of different Salesforce data types. In Salesforce, you can combine multiple data types and utilize them for various purposes. For example, there is a wrapper Read More

Governor Limits in Salesforce

Salesforce Governor Limits: Governor limits in Salesforce are used to ensure the effective use of resources on the Force.com multi-tenant platform. In order to execute the code efficiently, Salesforce.com sets some limits. Before continuing, let's take a look at what you will learn in this tutorial on Governor Limits in Salesforce: What are Governor Limits Types of Governor Read More

Process Builder in Salesforce

What is Process Builder in Salesforce?: Now, since you have learned about Workflow and Apex Trigger, it’s time for you to learn about this wonderful tool from Salesforce, Process Builder, which is actually a must tool for Salesforce Developers. Here are the topics you will come across in this section: Why use Process Builder Read More

Workbench Salesforce

What is Workbench Salesforce?: In this section, you are going to learn about the amazing tool called Workbench Salesforce. It is basically a web-based tool designed for Salesforce Administrators and Developers which allows them to interact with Salesforce organization or Force APIs to update, delete, insert, and export data. Check out the topics discussed in this tutorial section: How to Read More

Batch Apex in Salesforce

What is Batch Apex in Salesforce?: In this section, you will understand about Batch Apex in Salesforce in detail. Consider a situation wherein you have to process large amounts of data on a daily basis and have to delete some unused data. It would be difficult to manually do so. This is where batching with Apex Salesforce comes to your Read More

Workflow in Salesforce

Workflow Rules in Salesforce: Workflow in Salesforce is basically a container or business logic engine which automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will get executed. Have a look at the topics to be discussed in this section: Workflow Read More

Triggers in Salesforce

What is Trigger in Salesforce?: Triggers in Salesforce are called Apex Triggers. These are distinct and are available specifically for common and expected actions like lead conversions. Before going deep into knowing what a trigger is, have a look at the topics you will learn in this section: Bulky Triggers Trigger Syntax Trigger Context Variables Read More

Salesforce Lightning Tutorial

Introduction: In this Salesforce tutorial, you will learn all the basics of Salesforce Lightning and will understand how important Salesforce Lightning is in the present times. First, let’s see What is CRM? Further, you will come to know what made Salesforce Lightning come into play. Customer Relationship Management (CRM) is a tool by which a company manages customer interactions based Read More

Salesforce Cheat Sheet

Salesforce Quick Reference Guide: If you are having a hard time remembering all the features and functionalities that are provided by Salesforce, then this Salesforce cheat sheet is exactly what you need! At Intellipaat, we strive to make the lives of our learners easy by helping them in any way we can, and this is exactly why we have designed Read More

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