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Salesforce CRM Fundamentals

What is Salesforce?
Salesforce is a customer success platform hosted on Cloud, designed to help you sell, service, market, analyze, and connect with your customers.



















What is Force.com?
Force.com is a platform for creating applications in the cloud with absolutely no software or hardware investment required. The apps thus created are data-centric and collaborative. In fact, the data is never lost here, because there are auto back-ups.

What does Salesforce do?
Salesforce covers all the areas of customer relationships, ranging from marketing to service. Any organization that wants to manage their customer relationships holistically can come in and use Salesforce without losing time, and wasting money for software development or hardware infrastructure.

What makes Salesforce CRM No 1 Platform in the industry?
A CRM in Salesforce works by managing the standard objects, and maintaining the relationships between them, and the standard in-built functionalities. And it also offers multiple cloud services.

Who should use the Salesforce CRM?
The answer is simple – ‘Everyone’.
Salesforce has editions for all variety of users. It offers different editions like Group, Professional, Enterprise and Performance (For Sales Cloud). An organization can select the Salesforce CRM edition according to their aims, and the features they require. Do note, the editions have price variations too.

What are the Cloud services offered by Salesforce?
Sales Cloud
Service Cloud
Community Cloud
Analytics

What is Sales Cloud?
Sales Cloud is a cloud-based CRM platform that keeps information about leads, customers and sales all in one place.

What is Service Cloud?
Service Cloud is built on the Salesforce Customer Success Platform, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalised service.

What is Community Cloud?
Community Cloud is a social platform that is designed to connect and facilitate communication among an organization's employees, partners and customers.

What is Einstein Analytics?

Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. Manage your datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards, all programatically.

What are the important Standard Objects in Salesforce?

1AccountThese could be partners or customers (Be it companies or individuals) who are involved in the organization’s business interactions  
2ContactIndividuals that come within any account  
3ProductItems that the organization sells to the customer  
4LeadThose interested in the product, be it individuals or
companies
  
5OpportunityAny event or activity with potential for revenue
generation
  
6CaseA description of any issue that a customer has reported  
7SolutionThe resolution of a customer problem. Salesforce’s
solution knowledge base is the collection of all such solutions
  
8ForecastEstimation of the organization’s quarterly revenue  
9ReportAnalysis of the standard or custom objects’ data  
10DashboardRepresentation of reports as a set of graphical data or
charts
  
12ActivityAll the organization’s tasks as well as calendar events
within the Activity object
  
13CampaignAll marketing projects, for example – mass emailing  

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