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Introduction to Salesforce

As customers have become the pivot around which the growth 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.

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! With Salesforce, you can create an application in just a matter of a few days or a few weeks. And make it visible to as many clients as you want with the customizations required. Isn’t it amazing? By the end of this tutorial, you’ll start to love everything about Salesforce.

Here are the topics which we are going to discuss in this section:

So, read on!

Why Choose Salesforce?

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.

Watch this video on “Salesforce Service Cloud Tutorial ”

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, lead, and opportunities. You can also use the CRM software for deal tracking, product planning, manufacturing, and shipping.

Traditional CRM Salesforce CRM
Hosted on 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

Learn Salesforce in 26 hrs from experts

Problems with Traditional Software Methodology or Legacy Platforms

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 access
  • Setting up means for reporting and analytics
  • Building security around the application
  • Making it mobile phone accessible and social

A usable application is created! The whole process is very 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.

Software Methodology or Legacy Platforms

Developers have to go ahead and build the application and release it to their clients. As they don’t need to worry about any of the core components, it 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 Learn Salesforce? Click Here

Why Is Salesforce Gaining Popularity?

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, improving sales, and deal closure, along with that it also helps in 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, Project Managers can benefit can learn Salesforce and benefit from this Salesforce Tutorial.

Prerequisites

There are no prerequisites to learn from this Salesforce tutorial.

Want to learn how to create a customized and secure Salesforce environment? Enroll in Intellipaat’s Salesforce Training now!

Table of Content

Introduction of Salesforce

What Really Is Salesforce?

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 application once created can be uploaded onto the Cloud allowing the end users to view them. Salesforce is currently providing various Read More

Salesforce CRM

What is Salesforce CRM and why we should use it?

Salesforce CRM is owned by saleforce.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 in and connect to the customers directly. Following are the topics you’ll Read More

Architecture of Salesforce

Salesforce Architecture

Think about the Salesforce architecture as a series of layers sitting on top of each other. Let’s focus on the following things for now: Salesforce is a cloud company, and it offers trusted and multi-tenant cloud. The Salesforce platform is the foundation of Salesforces’ services. It is powered by metadata and is made up of several different parts, Read More

Creating Salesforce Developer Account

How to create a Salesforce Developer account?

Salesforce allows you to create a free developer account to have experience with their apps. It gives drag and drop technique to do so. Here are the steps required for creating a Salesforce developer account: You need to visit https://developer.salesforce.com/ to create your account. Click on the Sign-up option located at the top 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

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 [cf7mail id="1" btntxt="Get Started" heading="Learn Salesforce 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 Rules in Salesforce

What Are Workflow Rules?

Workflow rules are 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. Here are the topics which we are going to discuss in this section: Workflow Read More

Process Builder

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. Here are the topics we will be covering in this section: What Is a Process Builder? Why Use Process Builder? Process Builder Vs. Workflow Steps Read More

Salesforce Workbench

Workbench in Salesforce

It is a well-known fact that Salesforce leaves no stones unturned to come up with new tools for its users and developers. We have already learned about the robust architecture of Salesforce. So, in this section, we are going to learn about this amazing tool called Workbench. It is basically a web-based tool designed for Salesforce experts, Read More

Salesforce Batch Apex

What Is Batch Apex?

In this section, we will understand about Batch Apex. 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 comes to your rescue. Before getting deep into this topic, Read More

Triggers in Salesforce

What Is Trigger in Salesforce?

In Salesforce, triggers 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 Vs. Workflow Limitations of Workflows That Triggers Overcome Trigger Scenarios 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. As 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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