Salesforce CRM (Customer Relationship Management) is the world’s first On-Demand application and it is #1 leader in CRM Space.

Salesforce CRM is purely Cloud based platform, hence no need of installation in to your local system.

Cloud Services by Salesforce:

Salesforce providing 7 cloud services, which are as follows:

• Sales Cloud – Sales Application provides you to maintain data of your organization’s sales, products and services.

Standard Objects used in Sales application : Lead, Account, Contact, Opportunity, Order, Contract, Quote, Product, PriceBook, Document, Task, Event,….etc, Analytics (Reports & Dashboards)

• Service Cloud – Service application gives you various kinds of features to maintain the support services of your organization.

Features: 1. Knowledge Base / Content
2. Live Agent / Omni Channel
3. Communities.
4. CTI (Computer Telephony Integration)

• Marketing Cloud – It’s one of the best application for those organizations doing marketing.

Features: Email Studio, Mobile Studio, SMS Studio, Social Studio, Journey Builder.

• App Cloud – It can be used in 2 ways.
  • Force.com Platform – 1. Customize the Existing CRM Features.
    2. Leverage the Existing Features based on the requirement. 3. Build the Custom Applications. (Banking, Finance, HealthCare, Insurance, Manufacturing, Construction, Consulting, Education, Chemicals, …etc.)
  • Database.com – ORM Technology with Obect Relationship and Mapping.

• Data.com / Jigsaw – We use two objects DataCloudContact (Customer’s information) and DataCloudCompany (Organization’s information).
• Collaboration Cloud / Chatter – It’s a communication messenger in cloud space. It can be used to collaborate with internal and external people.
• Salesforce Einstein Platform (AI)
  • Salesforce Einstein Analytics (Reporting Tool / Wave Analytics)
  • AI Platform

Salesforce is a Multitenant Architecture, Scalable Metadata Platform, Enterprise Ecosystem, CRM and Related Functionality and API.

---

Create a free developer account: It’s a lifetime free account to practice the Salesforce functionalities.

• Step 1: Fill-up the Registration form to Create a New Account.
  • Launch the URL : https://developer.salesforce.com/signup
  • Enter the Details to Create the Free Developer Account.
    • First Name.
    • Last Name:
    • Email ID : (Valid)
    • Enter the Company Name:
    • Select the Designation / Title from the Picklist.
    • Select the Country Name from the Picklist.
    • Enter the Postal Code:
    • Enter the UserName: (In Email Id format)
    • Click on “Submit” button.

It will create a New Salesforce Account, by allocating the memory for the organization. And it will send the Account Activation link to the specified email id.

• Step 2: Activate the Salesforce Account.
  • Open the Email Account (Ex: Gmail)
  • Open the Email received from Salesforce
  • Click on “Verify Account” button.
  • Enter the “Password, Confirm Password, Security Question and Answer”.
  • Click on “Reset Password” button.

It will reset the user password and will re-direct the user to the Salesforce Account.

Salesforce provides a collection of objects by default, to be used to store the application specific data.

Examples: Campaign, Lead, Account, Contact, Opportunity,….etc.

To manage the records inside the Objects, Salesforce provides a set of graphical interfaces called “Tabs”. Using Tab, we can do different operations like INSERT, UPDATE, VIEW, DELETE, UNDELETE, MERGE on the Object records.