SALESFORCE:
salesforce is a cloud based software company. It was located in San Francisco, California. This company was founded by Marc Benioff and his partners on February 3, 1999.
The salesforce is a Software As a Service (SaaS) tool that helps to create custom solution for sales, service, marketing and eCommerce as per business requirements. salesforce have their parent company that are called salesforce subsidiaries. They are
- Heroku
- Tableau
- Pardot
- MuleSoft
- Demandware, Inc
- SalesforceIQ
- Datorama Inc
Let us see some benefits of salesforce,
Salesforce data securely stored in the cloud so we can use it from anywhere in the world with the help of internet connection. The salesforce helps to increase growth of your business and increased sales productivity. By the use of salesforce we can easily contact with the third party apps. It increase customer revenues and sell the products more effectively. salesforce helps to improve the customers to your business. Salesforce is highly customizable.
Customer Relationship Management (CRM)
This process or technology is used to help and learn the customer needs. The CRM is the customer relationship management that is used to manage the relationship between customers and partners. This management also helps to track the customer activities like Website visits, Number of incoming calls, Outgoing phone calls and emails etc. The CRM technology helps to store the customer information like name, address, age and phone number. We can also have some CRM software's. They are
- Salesforce CRM
- Microsoft Dynamics CRM
- Oracle CRM
- Oracle CRM on demand
- Nimble
- SAP CRM
- Sage CRM
- NetSuite CRM
- Sugar CRM.
How salesforce stored your data?
Salesforce stored your data into objects and records. The data is stored like a database table.
OBJECT:
The object is the tab on the spreadsheet. An object is the collection of fields and records. The object is a database table which is stores information about an organization. The object is divided into two types.
Standard object: It is created by the salesforce in salesfroce.com. We can use these standard objects automatically. Ex. Account, Lead, Contacts, Chatter, etc.
Account is the organization of company that you are doing business with like customer, partner or solo individual. Contact is the people who working at your company. Lead is the potential prospects who are willing to buy your prospects. Opportunity are leads that are qualified or converted to buy. if we convert the leads, you create account and contacts along with the opportunity.
Custom object: It is created by the user in salesforce.com. We can create a number of custom objects. Ex. student information, college details, course information. etc., It stores the essential and unique information of an organization. It includes page layout, relationship to other objects, custom user interface tab, custom fields, etc.,
RECORD:
A record is the row on the spreadsheet. We can track the database.
FIELD:
A field should be a column on the spreadsheet. A place where we can store the name and address etc. like this. In salesforce we have two type of fields.
Standard fields for custom objects are created by salesforce.com and it stores the information about created by, modified by, name, owner, currency, and division.
Custom fields for standard objects and the custom object were created by the user and it gives unique information or an of an organization.
ORG:
A Org is the organization where we will do all customization, configurations and all your saved data.
APP:
App in salesforce is the application. It consists of a group of tabs that are designed to work a single function. The app contains all objects, fields, and other functionalities and it also consists of a logo, name, and an ordered set of tabs. We have a number of applications in salesforce.com some of them are sales, marketing, chatter, site.com, work.com, etc.,. Application can be three categories. They are
Standard app: The app which comes to every instance of salesforce by default.
Custom app: The app is built to meet the specific business needs and requirements of an organization.
Console app: This app is designed and developed to provide a superior UI experience so that the user can use this application in a productive manner.
TAB:
A tab is the user interface and it helps to view the information at a glance. It displays data of the objects and other web content in the application. The tabs are four types,
Custom tabs: It displays data related to custom objects.
Visualforce tab: It displays data from visualforce page.
Standard tab: It displays data related to standard objects.
Web tab: It displays any external web-based application or web page in the salesforce tab.
OTHER IMPORTANT TERMS IN SALESFORCE:
ACCOUNT:
Account is the business entity or we also called company. By using account we can store the information about customers. The account is created for business purpose that for organization, customers, individuals, companies, foundations , etc.
An account is the organization that is relationship with customer, partner and competitors. The salesforce has a various accounts like person account, business account etc.
CONTACTS:
The contact is the details about the individuals like name, phone number, addresses, and that are linked with the account. It store the information about the individuals and it was only viewable by the contact owner and salesforce administrator.
REPORT AND DASHBOARDS:
The report is a list of records in the form of rows and columns. The report is used to summarize the information of an object.
REPORT TYPE:
The report type explains which set of records will be available in a report. The report is based on the particular report type. whenever we create the report the report type should be selected first. The report type is classified into two types. They are standard report type and custom report type.
- Tabular report
- Summary report
- Matrix report
- Joined report.
Tabular report: This report is similar to excel. It is the most basic report type in the salesforce. Tabular report type displays the data in rows or in a list or a table format. This report type can not be generating dashboards. In tabular reports custom data arranged without subtotals. The tabular report is generally used to create a simple list with the grand total.
Summary report: This report type displayed the data in summary format or allows the grouping of rows of data. In this report type, salesforce provides the functionality of sorting and sub-total. It also create a charts.
Matrix report: This report displays the data in the form of a grid and allows the grouping of rows and columns in the data. It is the most complex format report in salesforce. The data are arranged in vertically or horizontally in tables like excel format. It is used to generate dashboards.
Joined report: This report type helps to create multiple report blocks and its providing the functionality of different views of your data. Joined report having its own field, columns, sorting, and filtering. The joined report contains data from the other different data types such as tabular, summary, and matrix reports.
DASHBOARDS:
Dashboard is the graphical representation of reports. It displays the data from the source reports as visual components.
TYPES OF DASHBOARD COMPONENTS:
CHARTS:
The charts are used to show the comparisons. they are classified into different types.
- line chart
- vertical bar chart
- horizontal bar chart
- donut
- pie
- funnel
TABLE:
It displays the list of data.
GAUGE:
Gauge is used to display the progress towards the goal.
METRIC:
VISUALFORCE:
LIST VIEWS:
The list view is used to filter the list of records on objects tab. it can be user specific as well as organization wide.
USER MANAGEMENT:
What is a user?
A user is the new administrator. A user is anyone who is log into salesforce. We can call user who worked as a employees in your company like sales reps, managers or otherwise we can say user who need access to the company's records. User ( you or administrator) can create and editing users, resetting passwords, granting permissions, configuring data access and so on. Every single user in salesforce has a user account. these user account can be identified by using the following
- User first name and last name
- Profile
- Role
- Username
- Email address
- and License.
USERNAME:
Every user has both user name and email address. a user name must be formatted like an email address.
PROFILE:
A profile is the collection of permission and settings provided to the specific salesforce users that extend their actions on the platform. The profile used determines the way in which user can see and what they can do with them. It always required and control which objects and fields users can access. They also determine whether users can create, edit and delete records.
Standard profile:
Standard profiles are created by the salesforce. Users cannot delete these standard profiles and need to adhere to the default permission sets assigned to them.
some standard profiles are
- Standard user,
- System administrator,
- Solution manager,
- Standard platform user,
- Marketing user,
- Customer community user,
- Read-only,
- Contract manager,
- Salesforce partner user.
Custom profile:
custom profiles are created by the user. they can be deleted if there is no user assigned to that particular one.
ROLE:
A role controls the level of visibility that users have to an organization's data. By using role hierarchy we can share access to records. When organizational-wide default we can sharing set is lower than public write/read for an object and we can use role in sharing rule to determine which records that user can see.
