Salesforce Tutorial for Beginners | Salesforce For Beginners | Salesforce Course | Intellipaat
This notes on salesforce will be guide you all about salesforce from basic to advanced level. The
agenda of the notes includes introduction to salesforce, app builder, lightning and admin interview
questions and answers. Later on, we will do a handson demo on creating custom maps in
salesforce.
Finally, SAS is used by actually the end users like you all right so SAS or software as
a service is a way of delivering applications over the internet. Instead of installing and
maintaining software you can simply access it via the internet which frees yourself from complex
software and hardware management. Let me explain this to you by an example: Salesforce is
providing you a platform to build applications right and you can digitalize any business process
and then integrate and connect it to anything. Basically, salesforce is used to develop apps that
engage employees to extend your sales and service capabilities. Salesforce uses pass as the
salesforce platform with this amazing tool of salesforce. You can actually develop apps in just a
few clicks using pass!
Salesforce is a full package of all the infrastructural parts you just need to go there and build the
app with a few clicks, drag and drop options, and Apex class options. You can do this after that
your app would be deployed on Salesforce it's that simple. This particular process would take you
less than two or three months. It is that simple or even a few weeks and if the application is small
it could be made in a few days as well. Salesforce has a multicurrent architecture it follows
multitenancy many people choose Salesforce only for this reason. All the data is stored in a single
database so all the functionalities of an application are defined as metadata in a database. Each
client has an access to their own metadata from the shared data so each client will have a
separate metadata this will ensure that you don't get into metadata from shared data. Salesforce
is a web portal to engage your customers and partners for specific business processes that are
enabled partially on the app and partially in the back end that is on the force.com platform. The
enterprise edition allows workflow rules to be sent out and it provides automated notifications as
well it basically has nicely automated tools.
Salesforce is the most popular and the most trusted cloud service. The market cloud,
collaboration cloud, analytics cloud, and commerce cloud are all part of the Salesforce platform.
As an administrator, you have full access to the sandbox edition of Salesforce. Sales for CRM is a
cloud-based crm platform that can be accessed from anywhere with an internet connection. The
Salesforce CRM can be used to supercharge every part of the company, including marketing,
sales, commerce, and building apps and services. Salesforce CRM revolutionized the industry by
introducing companies with cloud-based crm. It is very easy to use and is user-friendly as well.
Salesforce receives most of its revenue from customer relationship management or crm. So, it is
not only amazing, but also important. We will talk about why crm matters later in this slideshare.
Salesforce CRM provides the multitenant architecture which means that every customer has the
same infrastructure and platform, regardless of their purchase plan. Customers do not need to
worry about any updates, as maintenance can be done easily by the salesforce developers team.
Salesforce provides regular updates and maintenance for sustaining the security availability and
performance of the infrastructure, which they are supporting. The home page is the starting point
for all salesforce users, and it is used to manage open and incomplete tasks. It will also help in
viewing the upcoming events on your particular screen on the home page itself and the
dashboard snapshots are also available over there. Salesforce has nicely segregated all three
types of the tools that we have over here, so first of all we have the administration tool in which
basically the admins will only work, and we have users data and email so the admins can actually
enter users data. The platform tools are several platform tools over here, such as from this
particular menu.
Now I'm logged into my Salesforce account, I click on this Setup button on the right-hand side
top. I'll click on Setup a New Tab, and the first section that I have is Administration Users. The
last option is the last option over here, so let's ignore the first name and one thing that these red
bars are the required information bars, so we'll ignore that. Salesforce is available in salesforce.
There are few settings over here which you can in which you can add your team. You can have a
whole list of users in a particular team, or third-party account links, apps, or leads. We had all
these options in the previous window that I showed you. So, now let's go back to users. Tabs are
basically just for quick access and accessibility for the administrator or the user being in a sales
team. If you want to access something very quickly, you can directly have that particular item or
the tab in this particular item, an object, or any query lead in tab and it would be directly
accessible for you.
intellipaat provides salesforce online training that is mentored by industry experts. The course
link is given in the description below. The course will focus on the features of email templates for
advanced logic and merging can be created via these email templates. I'm logged into my
salesforce developer account and like we have it over here, and we'll click on classic email
templates. You can choose from a variety of different types of templates like this and then is the
email body. The email body can be customized for each particular email so we'll have hi. hope
you're doing good and then we'll have some line after that over here which we customize for each
and every person. App should be able to access all the features which are there in salesforce also
your tabs in the app must be in an organized and logical manner and obviously it should be a
This notes on salesforce will be guide you all about salesforce from basic to advanced level. The
agenda of the notes includes introduction to salesforce, app builder, lightning and admin interview
questions and answers. Later on, we will do a handson demo on creating custom maps in
salesforce.
Finally, SAS is used by actually the end users like you all right so SAS or software as
a service is a way of delivering applications over the internet. Instead of installing and
maintaining software you can simply access it via the internet which frees yourself from complex
software and hardware management. Let me explain this to you by an example: Salesforce is
providing you a platform to build applications right and you can digitalize any business process
and then integrate and connect it to anything. Basically, salesforce is used to develop apps that
engage employees to extend your sales and service capabilities. Salesforce uses pass as the
salesforce platform with this amazing tool of salesforce. You can actually develop apps in just a
few clicks using pass!
Salesforce is a full package of all the infrastructural parts you just need to go there and build the
app with a few clicks, drag and drop options, and Apex class options. You can do this after that
your app would be deployed on Salesforce it's that simple. This particular process would take you
less than two or three months. It is that simple or even a few weeks and if the application is small
it could be made in a few days as well. Salesforce has a multicurrent architecture it follows
multitenancy many people choose Salesforce only for this reason. All the data is stored in a single
database so all the functionalities of an application are defined as metadata in a database. Each
client has an access to their own metadata from the shared data so each client will have a
separate metadata this will ensure that you don't get into metadata from shared data. Salesforce
is a web portal to engage your customers and partners for specific business processes that are
enabled partially on the app and partially in the back end that is on the force.com platform. The
enterprise edition allows workflow rules to be sent out and it provides automated notifications as
well it basically has nicely automated tools.
Salesforce is the most popular and the most trusted cloud service. The market cloud,
collaboration cloud, analytics cloud, and commerce cloud are all part of the Salesforce platform.
As an administrator, you have full access to the sandbox edition of Salesforce. Sales for CRM is a
cloud-based crm platform that can be accessed from anywhere with an internet connection. The
Salesforce CRM can be used to supercharge every part of the company, including marketing,
sales, commerce, and building apps and services. Salesforce CRM revolutionized the industry by
introducing companies with cloud-based crm. It is very easy to use and is user-friendly as well.
Salesforce receives most of its revenue from customer relationship management or crm. So, it is
not only amazing, but also important. We will talk about why crm matters later in this slideshare.
Salesforce CRM provides the multitenant architecture which means that every customer has the
same infrastructure and platform, regardless of their purchase plan. Customers do not need to
worry about any updates, as maintenance can be done easily by the salesforce developers team.
Salesforce provides regular updates and maintenance for sustaining the security availability and
performance of the infrastructure, which they are supporting. The home page is the starting point
for all salesforce users, and it is used to manage open and incomplete tasks. It will also help in
viewing the upcoming events on your particular screen on the home page itself and the
dashboard snapshots are also available over there. Salesforce has nicely segregated all three
types of the tools that we have over here, so first of all we have the administration tool in which
basically the admins will only work, and we have users data and email so the admins can actually
enter users data. The platform tools are several platform tools over here, such as from this
particular menu.
Now I'm logged into my Salesforce account, I click on this Setup button on the right-hand side
top. I'll click on Setup a New Tab, and the first section that I have is Administration Users. The
last option is the last option over here, so let's ignore the first name and one thing that these red
bars are the required information bars, so we'll ignore that. Salesforce is available in salesforce.
There are few settings over here which you can in which you can add your team. You can have a
whole list of users in a particular team, or third-party account links, apps, or leads. We had all
these options in the previous window that I showed you. So, now let's go back to users. Tabs are
basically just for quick access and accessibility for the administrator or the user being in a sales
team. If you want to access something very quickly, you can directly have that particular item or
the tab in this particular item, an object, or any query lead in tab and it would be directly
accessible for you.
intellipaat provides salesforce online training that is mentored by industry experts. The course
link is given in the description below. The course will focus on the features of email templates for
advanced logic and merging can be created via these email templates. I'm logged into my
salesforce developer account and like we have it over here, and we'll click on classic email
templates. You can choose from a variety of different types of templates like this and then is the
email body. The email body can be customized for each particular email so we'll have hi. hope
you're doing good and then we'll have some line after that over here which we customize for each
and every person. App should be able to access all the features which are there in salesforce also
your tabs in the app must be in an organized and logical manner and obviously it should be a
