What is Salesforce?

What is Salesforce?

  • Salesforce is a customer relationship managementsolution that brings companies and customers together. It’s one integrated CRM platform that gives all departments — including marketing, sales, commerce, and service — a single, shared view of every customer
  • Salesforce comes with a lot of standard functionality, or out-of-the-box products and features that can be used to run the business
  • Key differentiators – Platform, MVC Architecture
  • The Salesforce platform is the foundation of our services. It’s powered by metadata and made up of different parts, like data services, artificial intelligence, and robust APIs for development.
Business Need Salesforce Solution
  • 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
TerminologyMeaning
RecordAn item you are tracking in your database; if your data is like a spreadsheet, then a record is a row on the spreadsheet
FieldA place where you store a value, like a name or address; using our spreadsheet example, a field would be a column on the spreadsheet
ObjectA table in the database; in that spreadsheet example, an object is a tab on the spreadsheet
OrgShort for “organization,” the place where all your data, configuration, and customization lives. You log in to access it.
Can also refer as “your instance of Salesforce”
AppA set of fields, objects, permissions, and functionality to support a business process
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