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Salesforce Notes - Week 1

The document outlines the fundamentals of cloud computing, contrasting it with on-premise solutions, and highlights the benefits and types of cloud services such as SaaS, PaaS, and IaaS. It details Salesforce's offerings, including CRM capabilities, sales, marketing, service, analytics, and more, emphasizing its multi-tenant architecture and building blocks like tabs, objects, and fields. Additionally, it describes the relationships within Salesforce data structures, including lookup and master-detail relationships.

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DOOMFATHER69
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22 views4 pages

Salesforce Notes - Week 1

The document outlines the fundamentals of cloud computing, contrasting it with on-premise solutions, and highlights the benefits and types of cloud services such as SaaS, PaaS, and IaaS. It details Salesforce's offerings, including CRM capabilities, sales, marketing, service, analytics, and more, emphasizing its multi-tenant architecture and building blocks like tabs, objects, and fields. Additionally, it describes the relationships within Salesforce data structures, including lookup and master-detail relationships.

Uploaded by

DOOMFATHER69
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Salesforce Notes

Cloud computing – practice of using remote servers rather than local servers or personal
computers to store, manage and process data
On-Premise – physical servers available to store and maintain data
- Software needs to be installed locally
Remote servers – servers that are virtually available to store and maintain data
- Software can be accessed anywhere there is internet
Benefits of cloud computing:
- Cheaper
- Scalable (ex. 500 -> 2500 employee)
- Collaboration
- Hassle-free
Types of Cloud Computing:
- SaaS – Software as a Service
o Software apps. accessed over internet
- PaaS – Platform as a Service
o Provides computing platforms including operating systems
- IaaS – Infrastructure as a Service
o Provides compute, storage, and networking resources on demand
What’s Salesforce Popular For?
- Google, amazon, facebook, twitter -> salesforce customers
- Services
o Call centers
- Financial systems
o Track funds
o No fraud
- HR Services
o Very popular
o Maintain employee records
CRM – Customer Relationship Management
- Salesforce has leading CRM software which is served on the cloud
- CRM is a technology for managing a company’s relationships and interactions with
customers
- Cloud computing platform which provides SaaS or PaaS

Salesforce Architecture
- Multi-Tenet Architecture
o One instance shared by many (ex. apartment building)
o One server -> many clients use
o Your “org” is your “piece of the pie”
o Governor Limits – nobody can access your “org”

- Meta-Data Architecture
o Governor Limits taken to next level
o Data which gives access to other data

Products and Services Offered by Salesforce


- Sales
o Service which controls sales processes
o Opportunity, leads, customers

- Marketing
o Can be used to perform marketing activities (ex. sending mass e-mails)
o Multi-channel campaign

- Service
o Providing customer with best service possible
o Ticketing system
o Enhances customer satisfaction

- Analytics
o Platform to perform analysis
o Can be integrated with sales, marketing, analytics
o Business insights
o Visualization
o Generate reports

- Community
o Platform where clients can communicate with each other or the service team
o Clients can collaborate with each other
- App
o Tools allowing devs. to create apps to run on salesforce platform
o Custom build apps.
 Salesforce lightning
 Force.com
 Salesforce1
 Heroku
- Commerce
o Help better Ecommerce
o Insights on sales/products

- Internet of Things
o A massive network that supports devices (phone, laptop, smart Tv, etc)
o Gathers data from devices, websites, apps., customers, and partners to trigger
actions for real-time responses.

- Health
o Similar to sales/services
o Used by doctors, patients, hospitals, etc.
o Patient records

Building blocks of Salesforce


- Tabs
o Used to display Objects (tables)
- Objects
o Table where the data is present/stored
- Fields
o Individual data points of an Object
o Data Types: text, email, number, date, etc.
- Records
o Collection of Fields with values
- Profiles
o Collection of settings and permissions which controls what the user can view
access, edit.
Relationships
- Lookup relationship
o Deleting from parent does not affect child
- Master Detail
o Parent/child relationship
o One to many
o Child cannot exist without parent

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