Salesforce
Salesforce started as a cloud based solution for CRM. CRM stands for Customer Relationship Management. It involves managing all aspects of relationship between an organization and its customers. For example, the contact details of the customer, the deals that are in progress or already completed, the support requests from a customer or a new lead from a new customer. Beyond the customer related information, it also involves storing and managing the details of the people and the concerned department from the seller organization that is managing the customer’s account and needs. This makes it easy to manage and enhance the relationship with the customer and hence better growth for the organization.Contact Management
To view customer contact details, activity history, customer communications, and internal account discussions, etc. In short, it manages all the data pertaining to the contact with a customer.
Opportunity Management
It provides the details of the stage a deal is in, the products involved in the deal, the quotation for the deal etc. In short it manages all the data that helps in identifying, progressing and closing a deal.
Salesforce Engage
This feature is focused on making personalized contact with a customer for various campaigns designed by the marketing team. It also provides real-time sales alerts based on the level of engagement with a customer.
Sales Collaboration
This feature helps in quickly finding experts who can help in closing a deal based on customer queries and feedback. In short, it helps in bringing in a collaborative effort to engage an entire team in the deal and make the deal happen.
Following are the different features of the Salesforce platform −
Introduction to Indentify Confirmation |
Activating your Computer |
User Interface Settings |
Admin Permissions |
UI Options |
Organization Administration |
Language, Locale, Fiscal Year |
Currency Management |
Customization |
Creating Profiles |
Creating Custom Fields |
Defining Dependent Picklists\ |
Customizing Lookup Fields and Formula |
Fields |
Customizing Page Layouts and Related |
Lists |
Record Types and Business Processes |
Field Level Security |
Login Hours and IP Restrictions |
Security and Access |
Creating Users |
Understanding Record Ownership and |
Access |
Organization Wide Defaults |
Role Hierarchy |
Mass Transfer Records |
Sharing Rules |
Manual Sharing and Team Sharing |
Folder Access |
Workflow |
Defining Workflow |
Creating Workflow Rules with Tasks, Alerts |
and Field Updates |
Planning an Approval Process |
Creating an Approval Process |
Testing an Approval Process |
Data Validation |
Defining Salesforce Data Validation |
Creating Custom Validation Rules |
Defining Custom Field Properties |
Data Utilities |
Import Overview
Import using Application Import Wizard |
Update using Apex Data Loader |
Mass Delete |
Weekly Data Export |
Understanding Storage (attachments, |
documents, and records) |
Analytics |
Understanding Different Types of Reports |
Creating Custom Reports |
Advanced Filters |
Custom Highlighting |
Custom Summary Formulas |
Dashboards |
Extending Salesforce |
Custom Object Relationships |
Creating Custom Objects |
Custom Tabs |
Rollup Summary Fields |
Creating Custom Apps |
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