Salesforce may be a cloud-based service. it’s a customer relationship management (CRM) platform. Salesforce may be a software as a Service (SaaS). It helps you to manage customer relationships, integrate with other systems, and build apps. The tool helps you to manage and make a custom solution as per your business requirement.

Before Salesforce, companies had their servers for customer relationship management (CRM). They were costly and time taking. They were very hard to use. Feasible solution to the present problem is to create a reasonable CRM software and delivering it entirely online as a service.
In a few years, there has been a big surge in cloud computing technologies. Salesforce has an immense impact on the planet of computing. Salesforce is developed because the fifth largest software company within the world. it’s the highest CRM service provider.

Salesforce – Overview

Salesforce started as a cloud-based solution for CRM. CRM stands for Customer Relationship Management. It involves managing all aspects of relationship between a corporation and its customers. for instance , the contact details of the customer, the deals that are ongoing or already completed, the support requests from a customer or a replacement lead from a replacement customer. Beyond the customer related information, it also involves storing and managing the small print of the people and therefore the concerned department from the vendor organization that’s managing the customer’s account and wishes . This makes it easy to manage and enhance the connection with the customer and hence better growth for the organization.
Following are the various features of the Salesforce platform −

Contact Management

To view customer contact details, activity history, customer communications, and internal account discussions, etc. In short, it manages all the info concerning the contact with a customer.

Opportunity Management

It provides the small print of the stage a deal is in, the products involved within the deal, the quotation for the deal etc. briefly it manages all the info that helps in identifying, progressing and shutting a deal.

Salesforce Engage

This feature is concentrated on making personalized contact with a customer for various campaigns designed by the marketing team. It also provides real-time sales alerts supported the extent of engagement with a customer.

Sales Collaboration

This feature helps in quickly finding experts who can help in closing a deal supported customer queries and feedback. In short, it helps in bringing during a collaborative effort to interact a whole team within the deal and make the deal happen.

Sales Performance Management

It provides a metric-based goal setting, and also continuous feedback and rewards and recognition for the sales team. This helps in enhancing the performance of the sales team.

Lead Management

This feature initiates and tracks the leads that are ongoing . It also helps in continually optimizing campaigns across every channel.

Partner Management

This feature helps in building a community with partners. It also helps in connecting directly with channel partners to share goals, objectives, and activities.

Salesforce Mobile App

This is the mobile platform to hold out all the above activities on a mobile platform.

Workflow and Approvals

It is a visible design to automate the business processes. The interface provides simple drag and drop options to form this design. It helps in creating a versatile approval process with deal discounts and expense management etc.

Email Integration

Salesforce can integrate to an existing email platform. This helps in providing flexibility to the prevailing team with no additional learning curve.

Files Sync and Share

This feature provides the sales team the facility to simply share various files, discuss them and update them as required . Also receive alerts when something within the file changes.

Reports and Dashboards

Dashboards offer a real-time picture of the business at a look . With this, anyone can create detailed reports which may be accessed from anywhere.

Sales Forecasting

This feature helps in getting a true time view of the forecast of a sales team. It provides multi-currency support and an in-line editing mode to manage the sales forecast well.

Territory Management

This feature is employed to make multiple territory models, preview them before rollout, and continually optimize and balance territories throughout the year.

Salesforce – Architecture

Salesforce delivers a highly customized experience to the purchasers , employees, and partners of a corporation . Such a platform is employed to customize standard functionality and make custom pages, components, apps, etc. Also, it’s done faster, mainly due to the superb architecture on which it’s built. Below may be a brief introduction to the Salesforce Architecture.

Architecture Salesforce

The architecture of Salesforce is often put into layers for better understanding. the aim and performance of every layer is described below −

Trusted Multitenant Cloud

Here multiple instances of 1 or multiple applications operate independently during a shared environment. The instances are referred as tenants and that they logically break away one another while physically remaining within the same hardware. it’s called trusted due to both its robust nature and high security.

Scalable Metadata Platform

The metadata driven platform makes it easy for personalisation and scaling up because the amount of knowledge or concurrent user instances increase.

Enterprise Ecosystem

The Enterprise Ecosystem of Sales is extremely large as an outsized number of partners contribute by creating and maintaining applications during this platform.

CRM and Related Functionality

Salesforce includes all aspects of CRM in its list of features and also extends it by providing features for creation of apps and integrating analytics, etc.

APIs

Salesforce provides powerful suite of APIs. This helps to develop and customize the Salesforce1 Mobile App.
So, this brings us to the end of blog. This Tecklearn ‘Overview of Salesforce and its architecture’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules

About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

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