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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.
Before moving forward in this Salesforce tutorial, watch this video on ‘Salesforce Tutorial for Beginners’ and you will thoroughly understand every topic covered in this Salesforce tutorial. It will also help you learn Salesforce in an easier way.

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:

So, read on!

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 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

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 612 months of time.

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 build 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.

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.

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

Recommended Audience

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.

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 Intellipaat’s Salesforce Training now!

Table of Content

Salesforce Meaning

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. Let’s see what all you’ll be learning by the end of this session: How does the Salesforce 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 which doesn’t require IT experts to set up or manage the cloud. One can simply log 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. Think about the Salesforce architecture as a series of layers sitting on top of each other. Let’s focus on the following 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 Different field types depending on the data types - ID Look up relational, master-detail relationship String Auto number, email, phone, multi select pick list, text, text area, long text area, rich 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

Creating Salesforce Application

Salesforce Application

It is a collection of tabs which work as a unit to give functionality. We can customize 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 and Community Salesforce application are of two types one isCustom App and other one is Service 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 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 app Read More

Creating Objects and Tabs

Salesforce Objects

are database tables which permit us to store data specific to organization. It is of two types – Standard Objects: Standarad objects are that kind of objects which provided by salesforce.com. Such as users, contracts, report and dashboards etc. Custom Object: Custom objects are that kind of objects which created by us. It supplies information which is Read More

Creating Custom Fields

9Create 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 Step 1 - To create field in a custom object go to Setup menu Step 2 - Build => Create => objects Step 3 - Now select the Read More

Creating Reports

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 screen. Dashboard folder is used Navigate list of dash board screen. Create new report folder is used 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

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

Workbench Salesforce

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

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

Introduction

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 to 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 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

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