Salesforce is a Customer Relationship Management (CRM) system built on cloud computing technology. It help users handle all of their business needs like managing marketing campaigns, analyzing performance, and tracking spending and sales. Salesforce offers many products (Sales Cloud, Service Cloud etc.) businesses can customize and use. Salesforce also has a platform (Force.com) to develop new business applications which are called Force.com apps.
There are many reasons why we should get our skills in Salesforce. Until you work on the platform, feel the power and see opportunities knocking on your door, you will not believe me. Still I would like you to check out the link below:
What are the building blocks of Salesforce?
You already know by now that Salesfroce provides out of the box Solutions which you can customize and you can create your own custom applications in Force.com platform. Let’s take a look at the main out of the box Applications and associated objects (tables) in Salesforce.
Sales Cloud vs. Service Cloud
Sales Cloud or the Sales module of Salesforce.com offers and end to end solution for Sales process; business use this to help generate revenue. Sales Cloud includes Campaigns, Leads, Accounts, Contacts, Contracts, Opportunities, Products, Price books, Quotes.
Campaigns are outbound marketing project that a business want to plan, manage, and track within Salesforce.
Leads are someone you have not done business with. A Contact is someone who has shown interest in something and either decided to purchase or not to purchase.
You can convert a Lead Captured in Salesforce and create a Contact, an Account and optionally an Opportunity. You can read more about lead conversion from Salesforce.com if you are interested.
Contacts are the people associated with your business accounts that you need to track in Salesforce.
Account is a business entity and Contacts work for Accounts.
Opportunities are the sales and pending deals that you want to track. You can see key details about the deals including which accounts you’re working with, who the players are, and the amounts of the potential sales. You manage and track your potential deals in Opportunity object. Some of the key fields on Opportunities are Amount, Close Date, Stage, Probability. As your deals progress toward the Proposal stage, you can add products, attach files, add notes, log call you make, create tasks for key activities and send email to the opportunity contacts etc.
Products and Price books let you keep track of the products and services your company offers, and the different prices at which you sell them.
Quote is a record showing proposed prices for products and services. We can create a quote from an opportunity and its products.
Service Cloud or the Customer service module of Salesforce.com offers and end to end solution to support client requests for assistance with a product, service, billing etc. Service Cloud includes Accounts, Contacts, Cases, and Solutions. It also encompasses features such as the Public Knowledge Base, Web-to-case, Call Center, and the Self-Service Portal, as well as customer service automation (e.g. escalation rules, assignment rules).
Cases is a customer’s question or feedback which support agents can review and respond.
Solution is a detailed description of a customer issue and the resolution of that issue
Sales Cloud and Service Cloud are designed to support a specific set of features that you would use to sell services and products, and support those services and products respectively.
We covered lots of information here to grasp. The good news is that we covered the important Salesforce standard apps, objects and their purpose. You will get familiarize with these objects more in our journey together.
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