Salesforce – What is it?
|You need to:||So we give you:|
|Sell to prospects and customers||Leads and Opportunities to manage sales|
|Help customers after the sale||Cases and Communities for customer engagement|
|Work on the go||The customizable Salesforce mobile app|
|Collaborate with coworkers, partners, and customers||Chatter and Communities to connect your company|
|Market to your audience||Marketing Cloud to manage your customer journeys|
Information from trailforce modules:
- Getting Started
- Contains basic definitions about salesforce and simple customization of an object for a checkbox via the Object Manager
- Use Cases for Salesforce
- Custom object overview with linkage to Chatter when new records appear in custom object
- Example of this was a company that can discuss when new Properties show-up to take action
- More examples include reports across records (job openings), workflow for new applicants (new hardware request, orientation and training plans, employee time off, knowledge base for internal issue trouble shooting)
- App Idea Guide (10 page pdf)
- SECURE cloud based SaaS for your business
- Salesforce Architecture
- Multitenancy – you share space with everyone else utilizing the SaaS solution, you are isolated by security controls that you are unable to see but sit at the Salesforce platform level
- Metadata – Data about the data. Salesforce is optimized for these extensions that describe your unique org and the orgs needs.
- APIs – Custom fields/properties are all accessible via Salesforce APIs automatically
- Navigating Setup
- You can get to Setup from any page in your Salesforce org. From the gear menu at the top of the screen ( ), click Setup.
- three main categories in the Setup menu: Administration, Platform Tools, and Settings
- Administration: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.
- Platform Tools: You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.
- Settings: Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.
- Company Information
- At-a-glance view of your org
- Find your org ID
- See your licensing information
- Monitor important limits like data and file usage
- Reset passwords
- Create new users and deactivate or freeze existing users
- View information about your users
- Manage who can see what with user profiles
- Create custom profiles
- View Setup Audit Trail
- See 6 months of change history in your org
- Find out who made changes and when
- Tool for troubleshooting org configuration issues
- Login History
- See 6 months of login history for your org
- View date, time, user, IP address, and more login data
- Use for security tracking and adoption monitoring
- Salesforce App Store
- Download Apps in test environment to ensure it doesn’t interfere with anything
- Worry about if conflicts happen, who will upgrade the app, who owns the app, etc. Choosing is an app, depending on the amount of utility you will get from the app and the criticality of where you will use the app, is a choice that is a COMMITMENT and needs to be considered carefully. There is much to gain but there is much to complicate long term with costs maintenance and complexity concerns
- When you install an app, From Setup, search and select Installed Packages in the Quick Find box. Click View Components to see more information about the package (what it installed, components etc)
THE END of the Salesforce Platform Basics module.