Introduction to Salesforce Platform - Basic
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This document provides an overview of Salesforce and its key features. It describes the different delivery models for Salesforce including Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). It also defines private and public clouds and describes a hybrid cloud model. The rest of the document outlines the main tabs and record types in Salesforce including contacts, accounts, opportunities, products, and reports.
Introduction to Salesforce Platform - Basic
- 1. Introduction to Salesforce Customer Relationship Management (CRM)
- 2. Delivery Models • Software as a Service (SaaS): The consumer uses an application, but does not control the operating system, hardware or network infrastructure on which it's running. • Platform as a Service (PaaS): The consumer uses a hosting environment for their applications. The consumer controls the applications that run in the environment (and possibly has some control over the hosting environment), but does not control the operating system, hardware or network infrastructure on which they are running. The platform is typically an application framework. • Infrastructure as a Service (IaaS): The consumer uses "fundamental computing resources" such as processing power, storage, networking components or middleware. The consumer can control the operating system, storage, deployed applications and possibly networking components such as firewalls and load balancers, but not the cloud infrastructure beneath them.
- 3. Private Cloud • Private Cloud: A private cloud offers many of the benefits of a public cloud • computing environment, such as being elastic and service based. The • difference between a private cloud and a public cloud is that in a private • cloud-based service, data and processes are managed within the • organization without the restrictions of network bandwidth, security • exposures and legal requirements that using public cloud services might • entail. In addition, private cloud services offer the provider and the user • greater control of the cloud infrastructure, improving security and resiliency • because user access and the networks used are restricted and • designated.
- 4. Public Cloud • Public Cloud: In simple terms, public cloud services are characterized as • being available to clients from a third party service provider via the Internet. • The term “public” does not always mean free, even though it can be free or • fairly inexpensive to use. A public cloud does not mean that a user’s data is • publically visible; public cloud vendors typically provide an access control • mechanism for their users. Public clouds provide an elastic, cost effective
- 5. Hybrid Cloud • Hybrid Cloud: A hybrid cloud is a combination of a public and private cloud • that interoperates. In this model users typically outsource non-businesscritical • information and processing to the public cloud, while keeping • business-critical services and data in their control.
- 7. Home Tab • The home tab is the perfect place to start your day in Salesforce.
- 8. Contacts Tab • The contacts tab is where you can track all of the contacts you have at companies you do business with.
- 9. Contact Record • When you click into a contact, you can see all of the contact information that you have for that individual — including their title, phone number, and email.
- 10. Account Record • Each contact and opportunity is associated with an account. Accounts are how Salesforce refers to companies that you’re working with, or that you’ve worked with in the past.
- 11. Opportunity Record • The opportunity record is where you track all of the information you need to know about that deal, including the stage the deal is at in the sales cycle, when it’s expected to close, and how much the deal is worth.
- 12. Products Tab
- 14. Lead Record • Leads are how Salesforce describes prospects, or potential customers. These are people that you may have met at a trade show but who you haven’t yet qualified as a valid lead.
- 15. Orders Tab • With Orders you can now take a deal through the entire sales process, all in Salesforce. Orders allow you to enter and track the status of customer orders.
- 16. Reports Tab • The reports tab is where you can build and run reports on your key business metrics.
- 17. Dashboard Tab • Once you’ve created your reports, you can pull them into dashboards for a quick, visual way of seeing how our business is performing.
- 18. Forecasts Tab • Your forecast gives you a rolled-up view of all sales opportunities so you can predict revenue.
- 19. Chatter Tab • Chatter is a private, secure collaboration platform for your company. Chatter helps you collaborate with your coworkers and work more efficiently.
- 20. Files Tab • Easily store and share files with your coworkers and customers, right from Salesforce. You can make comments on files, track different versions, and subscribe to receive updates the minute anything changes.
- 21. Data Loader Import, Export and Delete data in Salesforce Objects using Data Loader. The Data Loader is an easy to use graphical tool that helps you to get your data into Salesforce objects. Features of the Data Loader include: • An easy-to-use wizard interface • An alternate command line interface • A batch mode interface with database connectivity • Support for large files with up to millions of rows • Drag-and-drop field mapping • Support for all objects, including custom objects • Detailed success and error log files in CSV format • A built-in CSV file viewer • Supported on Windows 7 and Windows XP, though an unofficial OS X version is also available •
- 22. Questions?