What is Salesforce?
Salesforce.com was co founded by Mark Benioff to provide customer relationship management (CRM) software delivered entirely over the internet (Cloud computing).
Customers would no longer need to purchase servers with infrastructure and install software. All they would need is internet connection and a web browser.
Salesforce was founded in 1999. Salesforce started as a CRM company and evolved into much more over time.
What is CRM?
CRM is a model used to manage organization’s interactions.
– Phone calls
– Social Media
With customers and prospects pertaining to
Goals of CRM
– Increasing Sales revenue
– Increase visibility between departments
– Decrease operating costs
– Streamline business process
CRM is a major component of sales force platform. Following image describes what is Sales force?
Above image provides description about Salesforce. Addition to the “CRM” Salesforce provides ability to provide Custom applications and also AppExchange. AppExchange is a market place there we can find custom application and we can buy those applications and we can place our custom applications in App Exchange.
Sales force features for users
1. Email Integration: We can integrate Salesforce with email like outlook very easily.
– Chatter is a kind of face book, twitter.
– Here we can post our comments. Like comments posted by others in organization.
– Here we can create groups and invite people to the group.
3. Reports and Dashboards
– We can create reports very easy, within seconds we can create reports.
– Dashboard is a group of graphical representation of reports. We can add 20 reports for single dashboard.
– We can refresh or schedule a report/dashboard within seconds to send email to users.
4. Social: We can integrate Salesforce with Facebook, Chatter, gmail and youtube.
5. Mobile: We can access Salesforce via mobiles
Salesforce Configuration features:
1. Page Layouts
2. Custom Fields & Objects
3. Validation Rules
5. Approval Process
Salesforce Development features
1. Visualforce Pages
2. Migration Tool
3. Force.com IDE