Introduction to Salesforce

A warm welcome to the Introduction to Salesforce course by Uplatz.

Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. Salesforce itself is a cloud computing software-as-a-service (SaaS) company that has been in business since 1999. It started as a cloud-based CRM software company years before SaaS became ubiquitous throughout enterprises. Over 150,000 companies run Salesforce in some form.

Salesforce’s services allow businesses to use cloud technology to better connect with customers, partners and potential customers. The software has become the number one for customer success and helps businesses track customer activity, market to customers and many more services. Salesforce is one of the first global companies to successfully employ a cloud-based CRM software. Salesforce has been able to leverage cloud technology and build a variety of applications for businesses to better connect to their customers and help give them key insights into their services through analytics and apps.

From Fortune 500 companies to startups, everyone seems to be hopping on the Salesforce train. While their applications are vast, according to Salesforce, their CRM primarily focuses on helping companies with customer retention, keeping their customers happy, seeking out and executive customer acquisition, giving companies insights into their customers and much more. Companies use Salesforce to understand their customers, connect with them on a variety of levels and help grow their customer base. The cloud-based software allows companies to track (in real time) analytics, customer success and support, customer complaints and a variety of other CRM functions with the ease of cloud storage and access wherever the users are.

Because of its diverse selection of clouds and applications, Salesforce is also used by companies to assist with marketing, tracking sales and spending and analyzing performance. A variety of different clouds allow users to analyze various data, maintain communication forums with customers, implement sales strategies and more. In essence, Salesforce is the one-stop-shop for businesses to manage, maintain, communicate with and grow their customer base and revenue streams.

The huge growth of the market-leading CRM platform, Salesforce, is resulting in a dramatic Salesforce CRM skills and credentials shortage, with a 4:1 job to qualified candidate ratio. As you learn how to use Salesforce, you’ll discover how to create, capture, and deliver value to key customer groups through a combination of CX strategy, design and technology.

Uplatz provides this introductory Salesforce training to get you started on Salesforce from scratch and help you understand its landscape before venturing into this area. Uplatz’s complete Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (ADM 201) and the Salesforce App Builder (DEV 401) Exam. Concepts on Force dot com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in the full Salesforce course.

Course Curriculum – Introduction to Salesforce

1. Introduction to Salesforce
   1. History of Salesforce
   2. Cloud Computing
   3. Define SaaS, PaaS, IaaS – Service Models
   4. Cloud Services and Deployment Models
   5. Compare CRM and PaaS Market
   6. Define SFDC / Salesforce 1
   7. List the benefits of Force dot com / salesforce1 platform
   8. Explain single tenant and multi tenant Architecture
   9. Demo of setting up the Salesforce environment
2. Salesforce Platform
   1. Salesforce Platform
   2. Explain company profile and License Types
   3. Define user licenses available in the developer org
   4. Explain page layouts, search layouts
   5. Explain Object Limits
   6. Define System Overview
   7. List types of Sandbox
   8. Explain MVC Model
3. Data Security in Salesforce
   1. Security Model
   2. Demo of security model with example
4. Roles and Profiles
   1. Create Role Hierarchy
   2. User, Profiles, and Licenses
   3. Create custom profiles and user
5. Permission Sets & Profiles
   1. Set level of permissions to the profiles
   2. Permission Sets
   3. Password Policy
   4. IP Address Security
   5. Session Settings
6. Security and Sharing
   1. Security Features
   2. Organization wide Defaults (OWD)
   3. Roles and Roles Hierarchy
   4. Criteria based Sharing

By the end of this Introduction to Salesforce training, you will be able to build a command over the following:

• What is Cloud Computing
• Service and Deployment models in the Cloud
• Market situation
• Cloud Ownership
• Introduction to SF1 and Force dot com Platform
• Declarative & Programmatic Options in Force dot com
• Meta-data Driven Architecture
• Multi-tenant Architecture
• Business and IT benefits
• Use of SF1