Salesforce Tutorial For Beginners

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  • Last Updated February 12, 2019

This tutorial enables you to understand fundamental Salesforce concepts. Salesforce is the leading CRM in the market that runs on platform. With this, we can deliver applications in a brief time with reduced development costs.


In this technologically advanced era, everything is online and has become very complicated for organizations to store data as the resources are costly. It leads to face trouble in case of data storage. Companies to avoid these storage troubles are seeking for cloud storage solutions provided by Salesforce. It is also known as SFDC.

Get ahead in your career by learning Salesforce through Mindmajix Salesforce Training.

What is CRM?

Customer Relationship Management (CRM) is a model used to manage interactions like Emails, phone calls, Meetings, and Social media of any organization with customers and prospects penetrating to marketing, support, and sales.

In the present day scenario, it’s a very hot technology in IT industry and more job opportunities are available. 

Salesforce is best known for its CRM and is a global cloud computing company situated in the US. Since Salesforce is a cloud computing technology, there is no need to install any hardware or software.

Related Page: Salesforce CRM

Salesforce is the leading CRM software served from the cloud. It consists over 800 applications and supports distinct features like lead generation, increases sales and to close deals in addition to new lead generation.

Major Features of Salesforce

* Salesforce is primarily for organization’s data management with a focus on sales and customer details. 
* Salesforce enables users to develop their applications.
* It enables purchasing necessary applications which are on demand from app exchange- a market to place to sell and buy custom applications.
* It also offers customized features like inbuilt data structures and GUI to suit the particular business needs.
* Recently, it has started offering the IoT connectivity to the CRM platform.

Features of Salesforce

Components of Salesforce

Salesforce involves managing distinct relationship aspects between organizations and their customers. It makes it easy to handle and enhance the association between the customer and the organization and hence better organization growth.

* Contact management to view customer contact details, communications, internal account discussions, activity history, etc. and to manage customer pertaining data.

* Opportunity management to manage the deal details such as stage, product, and quotation. It helps customers to maintain the data related to identifying, progress and closing deals.

* Salesforce engages focused on making personalized contact with the customer for distinct campaigns created by the marketing team.

* Sales Performance Management to provide a metric-based goal setting to enhance sales team performance

* Lead management to track the leads and helps continually optimizing campaigns across distinct channels.* Partnership management to help to build communities with partners and help them to share objectives, goals, and activities directly.

* Salesforce Mobile App to carry out all the above activities on a mobile platform.

* Workflow and Approvals- A design to automate the process of the organization. It provides drag and drop options and helps to create a flexible means for discounts and expense management.

* Email Integration to integrate an existing email platform that provides flexible learning curve.

* Files Sync and Share to provide the Sales team with the power to access and share data and update them.

* Sales are forecasting to help in getting a real-time view of the sales team and provide support with multi-currency to manage sales forecast.

* Territory Management for creating multiple territories and optimize and balance them throughout the year.

Components of Salesforce

What is Salesforce Cloud Computing? 

Salesforces cloud part’s primary focus is on enhancing the efficiency of the organization’s sales team and hence increases the number of sales. It stands unique and provides not only the account information but also information gathered from social platforms about the product and customer. It is beneficial in judging the potential of a sales lead and closing the sales faster.

In this technology-based era, digital technologies are growing more powerful and flexible. The cloud-based platforms and apps are becoming essential in almost all ways and spread across the universe. Businesses are making this is a significant advantage of new PaaS capabilities to other outsource tasks which relies on solutions. All this is made possible only through cloud computing advances.

Traditional applications related to business are always highly expensive and complicated. Software and Hardware varieties are essential and the amount of time required to execute them is daunting. A massive team of experts in installing, configuring, testing, implementing, securing and updating them is essential.

Related Page: An Overview of Salesforce Security

When multiplies this effort across hundreds of natural, it’s very to see why the most prominent organizations with excellent IT departments aren’t getting their needy apps. Medium and Small sized businesses don’t stand a chance. As an affordable source, cloud-based data makes it an essential tool for these kinds of situations. 

Characteristics of Salesforce Cloud Computing

The critical aspect of a cloud computing offering is that above all, it should be multitenant. The opposite of multitenancy, single tenancy, is how most systems are available today. Each customer gets their server, database, application layer and user interface to do what they please. With multitenant application architecture, there is a single instance of the server, database, application layer and user interface that is shared by all the users but partitioned for each client's data programmatically. All IaaS, PaaS, and SaaS share this same core multitenant trait.

At the lowest level, IaaS offers a physical or virtualized infrastructure to tenants on a subscription basis, allowing them to pay for what they need regarding computing power. Instead of purchasing servers, software, and physical location, a tenant of an IaaS offering can pay for these components as per requirement.

With leading IaaS vendors like offering “pay per CPU hour” pricing for Linux and Windows platforms, these companies can spin up new server instances to handle anticipated demand.

On the other end of the ladder, SaaS, much like IaaS, offers solutions to the customer on a per-usage model. The significant difference is that SaaS offerings completely abstract the physical and application layers from the end user. One of the significant benefits of SaaS offerings is that when releases a new feature, fixes a bug or applies a patch, it is immediately made available to all the customers. 

PaaS lies between IaaS and SaaS and abstracts a bit more of the lower level architecture, but still without providing an actual end user product. PaaS typically offer solutions stacks or building blocks that you can use to build your solutions. Google App Engine is a prime example of a PaaS offering, currently supporting both Java and Python runtime, it allows you to create scalable web applications without the need for sophisticated underlying hardware and software layers

Building solutions on a PaaS platform are quick and somewhat smooth but do come with its own set of challenges. With PaaS offerings like and App Engine, a governor process, application limits or application quotas restricts you. Application quotas define the daily-allotted amount of computing power, space, or bandwidth thereby allowing anyone application to utilize.

Salesforce Architecture

Salesforce Architecture

Salesforce provides a highly customized experience for organization’s customers, partners, and employees. Salesforce’s architecture is what makes it done faster. It includes distinct layers. Now let’s have a look at its structure. 

Trusted Multitenant Cloud: In a shared framework, distinct applications operate independently and are known as tenants. They remain in the same hardware with separate logical operations. It is the most trusted layers due to its nature and high security.

Scalable Metadata Platform: It is a metadata-driven platform which makes it customizable and scalable with the amount of data user instances increase.

Enterprise Ecosystem: The sales enterprise ecosystem is vast as a large number of partners contribute by creating and maintaining applications in this platform.

CRM and Related Functionality: It includes all aspects of CRM and extends it by providing features that support app creation and analytics integration.

APIs: Salesforce provides a potential APIs suite which develops and customize Salesforce1 Mobile App.

Salesforce Offerings is a living platform that grows and innovates in parallel to your business. Flexible and dynamic, you build it once; deploy it often – and for years to come across Sales, Service, and Marketing.

Sales Cloud - Sales force automation is the most popular of the sales tools, allowing companies to speed up the sales process and streamline lead to cash. The sales cloud consists of the following: 1. Accounts and Contacts 2. Marketing and Leads 3. Opportunities and Quotes 4. Approvals and Workflow 5. Email and Productivity 6. Content library 7. Analytics and Forecasting 8. Chatter 9. Partners 10. Mobile 11. Jigsaw Data Services 12. AppExchange

Service Cloud - Service and support, the service, are the superior customer service platform for providing faster, more personalized service delivered via the conceivable virtual channel, whether it is a phone, email, instant messaging, Twitter, Facebook or other social platforms. The service cloud consists of the following: Case Management, Call Center, Contracts and Entitlements, Customer Portal, Knowledge, Analytics, Chatter, Email, Partners, Approvals and workflow, AppExchange, etc.

Collaboration Cloud - latest release is the collaboration cloud with chatter. With chatter, users can collaborate more efficiently by following people, documents, and data that is important to them with real-time update feeds. Users can set up groups and profiles to promote collaboration across multiple business applications while making sure people see only information that they have access to based on the Org-wide security and sharing model.

Force.Com Custom Cloud - No longer can be marginalized as “just a CRM.” You can build virtually any application with this PaaS service. Why would you want to create your next app on the platform? Industry analysts state that building applications on the platform are 5X times faster at ½ the cost because of cloud computing:

* Delivers faster time to value
* Requires no up-front capital expenses
* Minimizes operational costs
* Requires fewer technical resources
* Simplifies integration
* Administration of Salesforce solutions will be a part of Salesforce admin training.
* Checkout Salesforce Sample Resumes

Salesforce Technologies

Apex is a proprietary programming language provided by the platform to develop similar to Java.

Due to the multitenant nature of the platform, the language strictly imposed governor limitations to guard against any code monopolizing shared resources.

Salesforce has provided a series of asynchronous processing methods for Apex to allow developers to produce a more extended running and more complex apex code.

Visual force is the view control technology on the platform. It is an open/close tag based library with structure and markup being very similar to HTML.

Salesforce Career

Salesforce offers an exciting suite of service, sales, marketing, security, collaboration, and ability to create your solutions on the Salesforce Platform. It is widely used by numerous organizations from start-ups to large enterprises in different industries. A Salesforce Certification provides many things in this regard.

Related Page: How A Salesforce Certification Can Boost Your Career

A Salesforce certification provides you with an in-depth knowledge of the platform and also increases your insights into customer and sales relations in general. In fact, as a delve developer in the platform, you will be able to discover distinct tools that you wouldn’t have before, despite your years of practice and expertise.

IT expert’s advice is to learn Salesforce development at an advanced level for a high increase in salary. For this, it is essential to have higher responsibilities according to your company’s goals.

Frequency Asked Salesforce Interview Questions

Bottom Line

It is clear and a proven fact that having a Salesforce certification can bring a change to your career graph and job security with extensive opportunities in distinct industries to cover due to Advanced SDFC Developer and Lighting. 

* Are you looking seriously for online training programs? 
* Are you in search of the best Salesforce online training instructors?
* Would you like to settle your career becoming a Salesforce expert with job security?

Is your dream is to earn good salaries in the software industry? Then Salesforce is the perfect choice for you. Join in one of the leading Salesforce Training institutions like Mindmajix and grow in your career in the right path acquiring high salaries in the field.


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About Author

vinod kumar kasipuri

Vinodh Kumar, postgraduate from the Business Administration background. He is currently working as a content contributor for Mindmajix and loves to write tech related niches. Protection Status
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