Approaching Salesforce Volodymyr Rudnytskyy Creative Director at Quintagroup

Approaching Salesforce

Volodymyr Rudnytskyy

Creative Director at Quintagroup

TABLE OF CONTENTS SALESFORCE COMPONENTS EDITIONS KEY FEATURES KEY TERMS SCALING MAIN TABS APPEXCHANGE APPEXCHANGE PICKLIST PLONE-SALESFORCE INTEGRATION TOOLS CASES REFERENCES

SALESFORCE COMPONENTS Salesforce Applications Salesforce includes prebuilt applications for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service. Force.com Platform The Force.com platform is the first Platform as a Service (PaaS), enabling developers to create and deliver any kind of business application, entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience. AppExchange Application Directory The AppExchange is an on-demand application-sharing service, featuring hundreds of applications, all created by salesforce.com customers, developers, and partners. Many of the applications are free and all of them are pre-integrated with Salesforce, enabling you to easily and efficiently add functionality. Successforce Services Salesforce.com also provides a suite of services, programs, and best practices that enable customers to take on-demand success to the next level.

EDITIONS Unlimited Edition Enterprise Edition Professional Edition Group Edition Personal Edition Developer Edition

KEY FEATURES Territory Management Apex Sandboxes Self-Service portal Customer Portal Partner Portal Salesforce for Google AdWords Salesforce for Google Apps Salesforce to Salesforce Connect Offline Conct for Lotus Notes Connect for Office Managing Profiles Setting Page Layouts. Field-Level Security Adding Products to Opportunities Sharing Opportunities Managing Multiple Business Processes

KEY TERMS Account Team Sales Team Products, Price Books, Schedules Person Accounts Call Center, SoftPhone Competitors Console Custom Object Record Relationship groups Relationship group members Email Ideas List Views

SCALING Lead Contact Account Territory

MAIN TABS Accounts Activities Assets Campaigns Cases Contacts Contracts Dashboards Reports Documents Forecasts Events Leads Opportunities Opportunity Products Partners Price Books Products Solutions Тasks

APPEXCHANGE Analytics, Components Finance & Administration Financial Services Google, High Tech Human Resources Industry Solutions Integration & Data Management IT Management Marketing, Mobile Office Productivity Partner Relationship Management (PRM) Sales Service & Support

APPEXCHANGE PICKLIST Skype for Salesforce Salesforce for Google AdWords Project and Issue Management Services Project Manager Bug Tracking and Quality Assurance EchoSign E-Signature and Contract Management Service MindManager Accelerator Recruiting Fairsail Eventforce

Plone-Salesforce Integration Tools Beatbox (Python Package Index listing) SalesforceBaseConnector SalesforceAuthPlugin (Python Package Index listing) Salesforce RSVP (Python Package Index listing) PayPal2SalesorceLead SalesforcePFGAdapter

http://wimax.com http://dui.com http://www.policytracker.com/ CASES

REFERENCES http://salesforce.com http://www.salesforce.com/appexchange/ http://groups.google.com/group/plonesf http://success.salesforce.com/