Salesforce is a cloud-based program that enables businesses to engage with customers. It's the most widely used Customer Relationship Management (CRM) platform in the world.
This is what it says in simple words:
An enterprise wants to store all its customers, their orders, emails, grievances, and sales in a single place. Salesforce assists them by giving them online resources, and thus the team is able to work effectively, remain organized, and provide better service.
What can Salesforce do?
Salesforce has several tools for:
• Sales: Monitor customer interactions, deals, and leads
• Customer Service: Support process requests and assist customers.
• Marketing: Email, campaign, and follow up on results.
• E-commerce: Sell products online
• Analytics: Make informed decisions based on reports and data.
• App Building: Create personal apps without extensive coding
Why do companies employ Salesforce?
- It's on the Internet, so everyone can use it anywhere.
- You can modify it to fit your company requirements.
- It brings together departments like sales, marketing, and support.
- It helps companies talk better with customers.
1. What is Salesforce?
Salesforce is a computer application that assists business firms in managing their clients. It is kept on the internet (referred to as cloud-based), which means teams can access it anywhere and anytime from.
With Salesforce, teams can:
• Store and maintain customer data.
• Assist customers and monitor sales.
• Split the jobs between marketing, sales, and service departments.
All the customer data, such as names, previous interactions, and what they purchased, are saved in one location. All the employees in the company can view the same data and collaborate more efficiently.
2. What is a Custom Object in Salesforce?
Salesforce has native features referred to as standard objects, which are:
• Accounts
• Contacts
• Examples
But occasionally businesses must track information that does not fit into any of these. That is where custom objects come in handy. They enable customers to create their own tools to store unique business data relevant to them.
3. What Can You Do with a Custom Object?
Custom objects enable you to:
• Keep your own sort of information
• Add your own fields for whatever you want to monitor
• Design pages that are user friendly
• Tie your custom object to other components of Salesforce.
• Establish guidelines to avoid mistakes in the data
• Use special tools to automate actions
4. What Is a Self-Relationship?
A self-relation in Salesforce is where one record is associated with another record of the same type.
Take a company employee who is working under a manager. They are both employees, therefore in the same category, but one is associated with the other. For this, Salesforce employs a separate field that connects one record to another within the same object.
Salesforce is a cloud-based program that enables businesses to engage with customers. It's the most widely used Customer Relationship Management (CRM) platform in the world.
This is what it says in simple words:
An enterprise wants to store all its customers, their orders, emails, grievances, and sales in a single place. Salesforce assists them by giving them online resources, and thus the team is able to work effectively, remain organized, and provide better service.
What can Salesforce do?
Salesforce has several tools for:
• Sales: Monitor customer interactions, deals, and leads
• Customer Service: Support process requests and assist customers.
• Marketing: Email, campaign, and follow up on results.
• E-commerce: Sell products online
• Analytics: Make informed decisions based on reports and data.
• App Building: Create personal apps without extensive coding
Why do companies employ Salesforce?
- It's on the Internet, so everyone can use it anywhere.
- You can modify it to fit your company requirements.
- It brings together departments like sales, marketing, and support.
- It helps companies talk better with customers.
1. What is Salesforce?
Salesforce is a computer application that assists business firms in managing their clients. It is kept on the internet (referred to as cloud-based), which means teams can access it anywhere and anytime from.
With Salesforce, teams can:
• Store and maintain customer data.
• Assist customers and monitor sales.
• Split the jobs between marketing, sales, and service departments.
All the customer data, such as names, previous interactions, and what they purchased, are saved in one location. All the employees in the company can view the same data and collaborate more efficiently.
2. What is a Custom Object in Salesforce?
Salesforce has native features referred to as standard objects, which are:
• Accounts
• Contacts
• Examples
But occasionally businesses must track information that does not fit into any of these. That is where custom objects come in handy. They enable customers to create their own tools to store unique business data relevant to them.
3. What Can You Do with a Custom Object?
Custom objects enable you to:
• Keep your own sort of information
• Add your own fields for whatever you want to monitor
• Design pages that are user friendly
• Tie your custom object to other components of Salesforce.
• Establish guidelines to avoid mistakes in the data
• Use special tools to automate actions
4. What Is a Self-Relationship?
A self-relation in Salesforce is where one record is associated with another record of the same type.
Take a company employee who is working under a manager. They are both employees, therefore in the same category, but one is associated with the other. For this, Salesforce employs a separate field that connects one record to another within the same object.
5. What Causes Data Loss in Salesforce?
You can lose data in Salesforce for a number of reasons:
• Accidentally deleting records
• Importing wrong data
• Coding mistakes
• Software problems
• Errors in data transmission
• Improper saving or deletion of past data settings.
6. Triggers and Workflows – What's the Difference?
Workflows and Triggers both assist you in automating tasks but in various manners.
Triggers:
• Written in a code called Apex
• Used when something happens, like adding or modifying details.
• Accommodates complex rules and activities
• Can do difficult tasks and special procedures
Workflows:
• Easy to install (no coding needed)
• Used for straightforward tasks like sending an email or modifying a field
• Stronger than triggers but more difficult to apply
7. Salesforce.com and Force.com
Salesforce.com:
This is the entire software that assists companies in managing customers, sales, and service. It has simple setup and daily usage features.
Force.com:
This is the platform that helps create Salesforce. It allows developers to make their own apps and features. It comes with tools like:
- Apex (programming)
- Visualforce (for screen creation)
- APIs (to connect with other apps)
- Salesforce.com is for customers, while Force.com is for developers.
8. Is There a Limit for Data.com Records?
Yes. Data.com has a company database and contact details for the companies that can be utilized by firms for sales and marketing.
The number of records you can see are based on:
• Your Salesforce version
• The type of Data.com license you hold
9. Static and Dynamic Dashboards
Static Dashboard:
• Always shows the same information
• Ideal for sharing static reports
• Only changes if someone manually modifies it.
Dynamic Dashboard:
• Shows updated or real-time information
• Adjusts according to who is looking.
• Easy to verify up-to-date information
10. How to Bypass Governor Limits in Salesforce
Salesforce does have limits to keep apps from using too much. Here is how to keep below those limits:
• Make your code execute on numerous records simultaneously.
• Use smart questions: Ask for only the information you require.
• Avoid nested loops: They use excessive power.
• Add restrictions on how much information you receive
• Use COUNT or SUM utilities rather than performing it manually
You can lose data in Salesforce for a number of reasons:
• Accidentally deleting records
• Importing wrong data
• Coding mistakes
• Software problems
• Errors in data transmission
• Improper saving or deletion of past data settings.
6. Triggers and Workflows – What's the Difference?
Workflows and Triggers both assist you in automating tasks but in various manners.
Triggers:
• Written in a code called Apex
• Used when something happens, like adding or modifying details.
• Accommodates complex rules and activities
• Can do difficult tasks and special procedures
Workflows:
• Easy to install (no coding needed)
• Used for straightforward tasks like sending an email or modifying a field
• Stronger than triggers but more difficult to apply
7. Salesforce.com and Force.com
Salesforce.com:
This is the entire software that assists companies in managing customers, sales, and service. It has simple setup and daily usage features.
Force.com:
This is the platform that helps create Salesforce. It allows developers to make their own apps and features. It comes with tools like:
- Apex (programming)
- Visualforce (for screen creation)
- APIs (to connect with other apps)
- Salesforce.com is for customers, while Force.com is for developers.
8. Is There a Limit for Data.com Records?
Yes. Data.com has a company database and contact details for the companies that can be utilized by firms for sales and marketing.
The number of records you can see are based on:
• Your Salesforce version
• The type of Data.com license you hold
9. Static and Dynamic Dashboards
Static Dashboard:
• Always shows the same information
• Ideal for sharing static reports
• Only changes if someone manually modifies it.
Dynamic Dashboard:
• Shows updated or real-time information
• Adjusts according to who is looking.
• Easy to verify up-to-date information
10. How to Bypass Governor Limits in Salesforce
Salesforce does have limits to keep apps from using too much. Here is how to keep below those limits:
• Make your code execute on numerous records simultaneously.
• Use smart questions: Ask for only the information you require.
• Avoid nested loops: They use excessive power.
• Add restrictions on how much information you receive
• Use COUNT or SUM utilities rather than performing it manually
How to obtain Salesforce certification?
We are an Education Technology company providing certification training courses to accelerate careers of working professionals worldwide. We impart training through instructor-led classroom workshops, instructor-led live virtual training sessions, and self-paced e-learning courses.
We have successfully conducted training sessions in 108 countries across the globe and enabled thousands of working professionals to enhance the scope of their careers.
Our enterprise training portfolio includes in-demand and globally recognized certification training courses in Project Management, Quality Management, Business Analysis, IT Service Management, Agile and Scrum, Cyber Security, Data Science, and Emerging Technologies. Download our Enterprise Training Catalog from https://www.icertglobal.com/corporate-training-for-enterprises.php and https://www.icertglobal.com/index.php
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Conclusion
Salesforce allows businesses to monitor customers, sales, and services at the same time. Mastery of key tools such as custom objects, workflows, and dashboards can improve your professional abilities. Salesforce is increasing rapidly, and hence, it's a good time to start learning.
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