Salesforce Platform Basics

Contents

Get Started with the Salesforce Platform

Learning Objectives

Subsequent to finishing this unit, you’ll have the option to:
Characterize the Salesforce platform.

Depict the DreamHouse situation.
Make a Trailhead Playground.
Clarify the distinction among definitive and automatic turn of events.

A Quick Introduction to Salesforce

You may imagine that Salesforce is only a CRM. It stores your client information, gives you cycles to support forthcoming clients, and gives approaches to team up individuals you work with. Furthermore, it does every one of those things. Yet, saying that Salesforce is “only a CRM” resembles saying a house is only a kitchen. There’s much more to it than that.

Salesforce accompanies a ton of standard usefulness, or out-of-the-crate items and highlights that you can use to maintain your business. Here are some normal things organizations need to do with Salesforce and the highlights we give you that help those exercises.

You need to: So we give you:

Offer to possibilities and customers Leads and Opportunities to oversee deals
Help clients after the sale Cases and Communities for client commitment
Work on the go The adaptable Salesforce versatile application

Team up with colleagues, accomplices, and customers Chatter and Communities to associate your organization

Market to your audience Marketing Cloud to deal with your client journeys

Contingent upon what your organization buys, you can get these highlights and more without making the slightest effort. In any case, you can nearly consider these highlights a model house that a realtor flaunts. You could positively live there, yet it wouldn’t be your home. It wouldn’t have your specialty on the divider or that uncommon coat rack your Aunt Tilda gave you as a housewarming blessing.

That is the place where the Salesforce platform comes in. With the platform, you can alter and construct whatever it is that makes your organization novel. What’s more, when you have a business application that is remarkable to you, everybody is more successful.

Accounts of Salesforce

All through Trailhead, you are acquainted with a ton of organizations and characters that are utilizing Salesforce in an unexpected way. We should meet a portion of the players.

These four organizations show up all through Trailhead to assist you with learning our administrations.

Cloud Kicks—This custom tennis shoe organization is causing a ripple effect in the footwear business. They use Salesforce to oversee deals and help smooth out their convoluted request creation and satisfaction measure.

Ursa Major Solar—On the bleeding edge of environmentally friendly power, Ursa Major Solar necessities business programming that doesn’t avoid noteworthy innovation. They use Salesforce to oversee deals and client support from one side of the country to the other.

Get Cloudy Consulting—As outstanding amongst other cloud counseling firms in the business, Get Cloudy knows CRM. They use Salesforce to oversee existing and expected customers, and they’re continually searching for better approaches to develop with Salesforce administrations.

DreamHouse Realty—Known for their new way to deal with land, DreamHouse utilizes Salesforce to associate their workers and improve the effectiveness of home deals.

We’re burrowing this house subject, so we should commence our first module by taking a gander at DreamHouse Realty. We’ll utilize DreamHouse’s Salesforce execution to clarify a portion of the crucial terms, ideas, and abilities of the Salesforce platform.

We should learn a smidgen more about DreamHouse.

Michelle is the lead land merchant at DreamHouse. She finds numerous likely home purchasers through DreamHouse’s web and versatile applications. With the applications, clients can peruse accessible homes and make a top choices rundown of properties that they’re keen on. They can likewise contact Michelle or different dealers straightforwardly to set up showings.

Michelle, the lead intermediary at DreamHouse.

D’Angelo is DreamHouse’s Salesforce overseer. Utilizing the Salesforce platform, he’s structure a set-up of custom usefulness to help Michelle and her group. Michelle can utilize this custom usefulness to alter and see data about the properties she’s selling, just as monitor her possible purchasers.

D’Angelo, the Salesforce Admin at DreamHouse.

Keep in mind, Salesforce accompanies standard usefulness for following regular deals objects like records, contacts, and leads. Be that as it may, DreamHouse is a realty firm, so it has needs explicit to its industry and plan of action. All through this module, we work with D’Angelo to perceive how the Salesforce platform can address those issues.

Get to Know Our Terms

Maybe you saw a bizarre word in that last section: objects. Item is one of numerous significant terms you’ll learn as you get to know Salesforce.

To start with, it’s essential to comprehend what a data set is with regards to Salesforce. At the point when we talk about the data set, think about a goliath accounting page. At the point when you put data into Salesforce, it gets put away in the information base so you can get to it again later. It’s put away in an unmistakable manner so you’re continually getting to the data you need.

We should investigate a page from the DreamHouse application to characterize a portion of its significant components and how they identify with the data set.

A marked property record.

An application in Salesforce is a bunch of articles, fields, and other usefulness that bolsters a business cycle. You can see which application you’re utilizing and switch between applications utilizing the App Launcher ( App Launcher symbol).

Items are tables in the Salesforce data set that store a specific sort of data. There are standard items like Accounts and Contacts and custom articles like the Property object you find in the realistic.

Records are lines in item information base tables. Records are the real information related with an item. Here, the 211 Charles Street property is a record.

Fields are sections in article information base tables. Both norm and custom items have fields. On our Property object, we have fields like Address and Price.

Another significant term that is difficult to catch in an image is organization. Organization is short for association, and it alludes to a particular case of Salesforce. The picture here is taken from DreamHouse’s organization. Your organization can have one or various organizations.

That is a great deal of new stuff to handle. In the event that you don’t get it okay away, don’t stress. As you keep on learning about Salesforce, the phrasing will begin to fall into place.

Your First Trailhead Playground

A Trailhead Playground (TP) organization is a protected climate where you can rehearse the abilities you’re learning before you take them to your genuine work. TPs accompany all the standard application building and customization apparatuses needed to test your application advancement chops. In the event that you’ve ever known about a Developer Edition (DE) organization, a TP is a unique kind of DE.

At the point when you pursue Trailhead, we automatically make a TP for you. So in the event that you haven’t joined at this point, presently is an incredible opportunity to do as such. In case you’re now endorsed in, look to the lower part of this page and snap Launch to open your TP.

TP organizations are free and you can have up to 10 of them at a time. To make one, go to any active test, click the down bolt close to Launch and choose Create a Trailhead Playground.. On the off chance that you hit your maximum or need to deal with your TPs, you can see and erase them from your Trailhead profile. In the event that you actually need your TP’s username and secret phrase, you can get to them utilizing the directions here.

Feel free to dispatch your TP so we can begin getting our hands messy.

Introduce the DreamHouse App

To track and practice the means in this module, you need to introduce the DreamHouse bundle in your Trailhead Playground. Adhere to the guidelines here to dispatch a jungle gym and introduce the bundle. You likewise utilize this bundle and jungle gym when it’s an ideal opportunity to finish the involved test.

Note

On the off chance that Internet Explorer is your program of decision, it’s an ideal opportunity to move to Plan B. A few highlights of the DreamHouse application aren’t completely upheld in Internet Explorer, so switch over to your next most loved program for the remainder of this module.

Dispatch your Trailhead Playground by looking to the lower part of this page and clicking Launch. On the off chance that you see a tab in your organization named Install a Package, fantastic. Follow the means beneath.

If not, from the App Launcher ( App Launcher symbol), find and select Playground Starter and follow the means. In the event that you don’t see the Playground Starter application, duplicate this bundle establishment connection and look at Install a Package or App to Complete a Trailhead Challenge on Trailhead Help.

Snap the Install a Package tab.

Glue 04tB0000000OE9wIAG into the field.

Snap Install.

Select Install for All Users, at that point click Install.

We experience a portion of the bits of this application through the module, however don’t hesitate to investigate you proceed onward.

Alter the Salesforce Platform

You definitely realize that you can utilize the Salesforce platform to create custom articles and usefulness explicit to your business. What you cannot deny is that you can do the greater part of this advancement while never composing a line of code.

Creating without code is known as revelatory turn of events. With definitive turn of events, you use structures and simplified apparatuses to perform ground-breaking customization undertakings. The platform additionally offers automatic turn of events, which utilizes things like Lightning segments, Apex code, and Visualforce pages. Yet, in case you’re not a developer, you can in any case construct some astonishing things on the platform.

We should begin little. Michelle needs an approach to rapidly show whether a potential home purchaser is prequalified for a home advance. To roll out this improvement, D’Angelo needs to make a prequalified checkbox on the contact object. In Salesforce-talk, we’re adding a custom field to a standard item. We should perceive how he does it.

From the stuff symbol ( The stuff symbol to open Setup.), click Setup to dispatch the arrangement page. We use Setup a great deal, so recall this progression!

Snap the Object Manager tab.

Snap Contact.

Under Fields and Relationships, click New.

An information type shows what sort of data y

This Article is written with the help of Trailhead Salesforce

Trailhead basics answers | Where’s the first place to look for help with Trailhead? 2020

Who is impacted by the five principles of inclusive leadership? Trailhead Salesforce Answers

For More Click Here …….

Salesforce Platform Basics | Get Started with the Salesforce Platform