Introduction to Salesforce
Let’s start off with this Salesforce tutorial with a brief introduction which will help you learn Salesforce in a better way. As customers have become the pivot around which the growth of a 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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Before moving forward in this Salesforce tutorial, watch this video on ‘Salesforce Tutorial for Beginners’:
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:
- Cloud Computing
- Why learn Salesforce?
- Problems with Traditional Software Methodology or Legacy Platforms
- Why is Salesforce gaining popularity?
So, read on!
But the question here 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 which provides tools to its clients for building an application or provides a platform to its clients wherein businesses can use its products.
Before we get deeper into Salesforce, let’s first see what Cloud Computing is.
So, what is Cloud Computing? Cloud Computing is basically referred to as Internet-based computing which 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 you want to make it accessible from anywhere in the world with just an internet connection and a device to access it. Instead of storing the data on your device, uploading it 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 or (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 provides a platform for its customers to develop and deploy apps. You can customize this according to your business needs. Users 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 you are given predefined tools using which you can build your own application.
Software as a Service
Software as a Service or 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?
Difference Between the Services and Components Managed by IaaS, PaaS, and SaaS
Salesforce uses PaaS (Platform as a Service) and SaaS (Software as a Service). Let’s now see why should we 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 the Customer Relationship Management (CRM) platform on the Cloud.
Along with SaaS, now, it also provides the Salesforce platform to its clients wherein you can create your own application called Platform-as-a-Service (PaaS). Though 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 CRM||Salesforce CRM|
|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|
Go through this Salesforce in London Course to get a clear understanding of 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 6–12 months of time.
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.
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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.
Though 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. 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 platform
This Salesforce tutorial is beneficial for anybody who want 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!
There are no prerequisites to take up this Salesforce tutorial.
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Table of Contents
What is salesforce?
You got an introduction of Salesforce. But wait, what is Salesforce? In this session, I’ll explain to you the actual Salesforce meaning. So, in today’s market, Salesforce is a cloud-based software company which provides its customers with a platform to develop their own application without following the tough steps used in the legacy system. The software or Read More
Salesforce Marketing Cloud
What is Salesforce Marketing Cloud?
In this session of the Salesforce tutorial, you will be introduced to Salesforce Marketing Cloud, along with the related details of why you should choose Salesforce Marketing Cloud. Check out Intellipaat's blog to get a fair understanding of Salesforce Automation System! Let’s see what all you’ll be learning by the Read More
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 which doesn’t require IT experts to set up or manage the cloud. One can simply log Read More
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. Think about the Salesforce architecture as a series of layers sitting on top of each other. Interested in learning Salesforce? Enroll Read More
Salesforce Developer Account & Login
How to create a Salesforce Developer Login Account?
In order wok on Salesforce, we’ll need to create a Salesforce login. Where you can login and work according to your requirement. There are many Salesforce login editions one can use. But we will be creating our salesforce login account using the Salesforce Developer login account. Salesforce allows you to create a Read More
Salesforce – Data Types, Field Types and Components
Datatypes in Salesforce
There are different kinds of data types depending on conditions. There are 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, phone, Read More
Creating Salesforce Application
It is a collection of tabs which work as a unit to give functionality. We can customize an existing app to match the method to work or construct novel apps by assembling standard and custom tabs. Salesforce gives standard apps such as Sales, Call center, Marketing Cloud and Community Salesforce application is of two types one is custom App and another Read More
How to install App Exchange Applications?
Install App exchange Application
Step 1: Firstly you have to Login to your salesforce and then go to the app menu and select app exchange. After clicking on app exchange it will directly navigate to https://appexchange.salesforce.com/. Step 2 – Now you can search the app you need. Like as if you search for the app Sdocs. Step 3 – When you click on that Read More
Creating Objects and Tabs
are database tables which permit us to store data specific to the organization. It is of two types – Standard Objects: Standard objects are that kind of objects provided by salesforce.com. Such as users, contracts, report, and dashboards, etc. Custom Object: Custom objects are that kind of objects created by us. It supplies information which is unique Read More
Creating Custom Fields
Create Custom Fields
To create custom fields we have to create custom objects first. Now we are going to build custom fields in Student objects. Father Name DOB Phone Address Fee paid Wish to crack Salesforce job interviews? Intellipaat's Top Salesforce Interview Questions are meant only for you! Step 1 - To create field in a custom object go to Read More
How to Create Reports
It is very simple and quick to create reports in salesforce. First login to your salesforce association group and then click on reports tab you would navigate to below screen. When you click reports tab it will display above the screen. Dashboard folder is used Navigate list of the dashboard screen. Create a new report folder Read More
Wrapper Class in Salesforce
What is Wrapper Class in Salesforce?
You learned about Salesforce in-depth in the previous sessions of this Salesforce tutorial. Let’s now learn about the wrapper class. A wrapper class is nothing but a collection of different Salesforce data types. You can combine multiple data types and utilize them for various purposes. For example, there is a wrapper class that can access the Read More
Governor Limits in Salesforce
Salesforce Governor Limits
Governor Limits in Salesforce are used to ensure that there is an efficient use of resources present on the multitenant Force.com platform. There are some limits which are specified by Salesforce.com for code execution to have effective processing. Before moving on, let’s see what we’ll be learning by the end of this tutorial on Governor Limits in 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 by Salesforce which is actually a must tool for Salesforce Developers. Watch the following video for a better understanding of Salesforce [videothumb class="col-md-12" id="rGsqsaYmQo8" alt="Salesforce" title="Salesforce"] Here are the topics we will be covering Read More
What Is Workbench Salesforce?
In this section, we are going to learn about this amazing tool called Workbench Salesforce. It is basically a web-based tool designed for Salesforce experts, administrators, and developers which allows them to interact with Salesforce organization or Force APIs to update, delete, insert, and export data. Watch the following video for a better understanding of Salesforce Read More
Batch Apex in Salesforce
What Is Batch Apex in Salesforce?
In this section, we will understand about Batch Apex in Salesforce. Consider a situation wherein you have to process a large amount of data on a daily basis and have to delete unused data. It would be difficult to manually do so. This is where batching with Apex Salesforce comes to your rescue. Watch 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 is true, the actions get executed. When it is false, the record will get saved but no action will get executed. Watch this video on Salesforce by Intellipaat: [videothumb class="col-md-12" id="rgbqnFFHS5k" alt="PHP" title="PHP"] Here 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. Here are the topics you will learn in this section: Bulky Trigger Trigger Syntax Trigger Context Variables Triggers in Salesforce Vs. Workflow in Salesforce Limitations of Workflows That Read More
Salesforce Lightning Tutorial
In this Salesforce tutorial, you will learn all the basics of Salesforce Lightning and you will learn how important Salesforce Lightning is. Let’s see what is CRM and what made Salesforce come into play? CRM stands for customer’s relationship management which is a tool by which a company manages the customer’s interaction based on the data analysis. Watch the 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 platform then this 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