Getting Started with Salesforce | All You Need to Know
Hello Ninjas, what is the first thing came in your mind when you read the title? You are definitely thinking about what Salesforce means…As the name suggest it is something related to Sales. Whenever we talked about Salesforce there is always a term associated with it that is CRM (Customer Relationship Management). You can take CRM as a software which basically manages all the organization’s customers, relationships, interactions, and data. But calling Salesforce just a CRM is like saying house just kitchen. It is very huge than it looks.
Salesforce is a software built and maintained by Salesforce itself that means Salesforce is an organization. Let’s understand Salesforce with an example, suppose you are a Car Enthusiast, and you are very choosy kind of person when it came to buy a new car, you are not ready to compromise with the specification of your car like its engine, interior etc.
So, what will you do whether you reach out to any Car Expert Manufacturer and ask him to build the car with given requirement from scratch or you would just search for a Car already existing in the market with specification closely matching your expected specification. Obviously second option will always be a better choice because building a Car from scratch will be a waste of time and money. Same as the second option Salesforce came with some built in Sales, Marketing and Service management infrastructure which helps different organization to manage their customer data efficiently with lesser efforts and by investing lesser resources. In the example of Car, we have concluded that the second option will be a better choice, buying a car which matches our desired specification. Even if we are not satisfied with any of the functionality of the car there is always an option of customizing the Car. So, salesforce also provides a very easy and convenient way to customize its platform according to organization requirements.
Don't forget to check out: Different Clouds in Salesforce and Potential Future
Let’s study about different clouds in Salesforce.
Sales Cloud
Salesforce is actually a cloud-based database which basically stores customers data and all the transactions of customers. Sales cloud provides us some inbuilt objects (tables in database) like Account, Contact, Reports, Dashboard, and others which helps us manage all the sales related data efficiently and more correctly. It is basically increasing the performance of an organization’s sales. It is also available as Software as a Service for browser and mobile app.
Marketing Cloud
Marketing is a vital part for any organization. It is very important for any company to make sure that their product has an identification in the world. Thus, managing all the marketing strategy becomes very important. To solve all this problem Salesforce came with some inbuilt functionality to manage all the marketing related activities like different marketing campaigns, advertisements, and marketing programs. The marketing cloud consist of different standard objects like leads, opportunities, campaign, etc. Salesforce Marketing Cloud offers a suite of tools and features to manage and automate various marketing activities, including email marketing, social media marketing, mobile messaging, advertising, customer journey mapping, and analytics.
Service Cloud
Service Cloud is a customer service platform developed by Salesforce that allows businesses to manage customer support and service interactions across various channels, such as phone, email, chat, social media, and self-service portals. Service cloud consist of different standard objects like cases. It provides businesses with a complete view of their customers, empowering them to deliver personalized and efficient customer service experiences. Service Cloud is designed to integrate seamlessly with other Salesforce products, such as Sales Cloud and Marketing Cloud, to provide a complete view of the customer across the entire customer journey. It also integrates with other third-party tools and data sources to provide a comprehensive customer service solution for businesses of all sizes.
How to Start our Learning Journey in Salesforce?
After reading all the above stuff the first question arrives in your mind would be “How should I start leaning Salesforce?”. The simple answer to this question is Trailhead. Trailhead is a comprehensive platform to learn Salesforce for free. It provides us different modules related to different roles in Salesforce with Quizzes and Hands-on challenges. It also provides us points, badges and super badges after completing modules. It also provides us different certifications for different roles.
Check out another amazing blog here: Learn All About Salesforce Industry Clouds
To start things of we need to visit the Salesforce website where we can explore different roles in Salesforce like Admin, Developer, Architect, Consultant, Business Analyst. We must study about these roles so that we could relate our interests to any role and start career in the same.
Amazing Blog !!
Interesting Information for beginners !!