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Introduction to Salesforce

Development & IT

25/7/20, 11:04 am

Get introduced to the world of Salesforce. Understand Salesforce platform, history, license types, data security, roles.




Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. Salesforce itself is a cloud computing software-as-a-service (SaaS) company that has been in business since 1999. It started as a cloud-based CRM software company years before SaaS became ubiquitous throughout enterprises. Over 150,000 companies run Salesforce in some form.

Salesforce's services allow businesses to use cloud technology to better connect with customers, partners and potential customers. The software has become the number one for customer success and helps businesses track customer activity, market to customers and many more services. Salesforce is one of the first global companies to successfully employ a cloud-based CRM software. Salesforce has been able to leverage cloud technology and build a variety of applications for businesses to better connect to their customers and help give them key insights into their services through analytics and apps.

From Fortune 500 companies to startups, everyone seems to be hopping on the Salesforce train. While their applications are vast, according to Salesforce, their CRM primarily focuses on helping companies with customer retention, keeping their customers happy, seeking out and executive customer acquisition, giving companies insights into their customers and much more. Companies use Salesforce to understand their customers, connect with them on a variety of levels and help grow their customer base. The cloud-based software allows companies to track (in real time) analytics, customer success and support, customer complaints and a variety of other CRM functions with the ease of cloud storage and access wherever the users are.

Because of its diverse selection of clouds and applications, Salesforce is also used by companies to assist with marketing, tracking sales and spending and analyzing performance. A variety of different clouds allow users to analyze various data, maintain communication forums with customers, implement sales strategies and more. In essence, Salesforce is the one-stop-shop for businesses to manage, maintain, communicate with and grow their customer base and revenue streams.

The huge growth of the market-leading CRM platform, Salesforce, is resulting in a dramatic Salesforce CRM skills and credentials shortage, with a 4:1 job to qualified candidate ratio. As you learn how to use Salesforce, you’ll discover how to create, capture, and deliver value to key customer groups through a combination of CX strategy, design and technology.

Uplatz provides this introductory Salesforce training to get you started on Salesforce from scratch and help you understand its landscape before venturing into this area. Uplatz's complete Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (ADM 201) and the Salesforce App Builder (DEV 401) Exam. Concepts on Force dot com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in the full Salesforce course.

Course Curriculum - Introduction to Salesforce

  1. Introduction to Salesforce
    History of Salesforce
    Cloud Computing
    Define SaaS, PaaS, IaaS – Service Models
    Cloud Services and Deployment Models
    Compare CRM and PaaS Market
    Define SFDC / Salesforce 1
    List the benefits of Force dot com / salesforce1 platform
    Explain single tenant and multi tenant Architecture
    Demo of setting up the Salesforce environment

  2. Salesforce Platform
    Salesforce Platform
    Explain company profile and License Types
    Define user licenses available in the developer org
    Explain page layouts, search layouts
    Explain Object Limits
    Define System Overview
    List types of Sandbox
    Explain MVC Model

  3. Data Security in Salesforce
    Security Model
    Demo of security model with example

  4. Roles and Profiles
    Create Role Hierarchy
    User, Profiles, and Licenses
    Create custom profiles and user

  5. Permission Sets & Profiles
    Set level of permissions to the profiles
    Permission Sets
    Password Policy
    IP Address Security
    Session Settings

  6. Security and Sharing
    Security Features
    Organization wide Defaults (OWD)
    Roles and Roles Hierarchy
    Criteria based Sharing

By the end of this Introduction to Salesforce training, you will be able to build a command over the following:

  • What is Cloud Computing

  • Service and Deployment models in the Cloud

  • Market situation

  • Cloud Ownership

  • Introduction to SF1 and Force dot com Platform

  • Declarative & Programmatic Options in Force dot com

  • Meta-data Driven Architecture

  • Multi-tenant Architecture

  • Business and IT benefits

  • Use of SF1


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