Approaching Salesforce

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Salesforce components, Editions, Key Features, Key terms, Scaling, Main Tabs, Appexchange, Appexchange picklist, Plone-Salesforce Integration tools, Cases

Salesforce components, Editions, Key Features, Key terms, Scaling, Main Tabs, Appexchange, Appexchange picklist, Plone-Salesforce Integration tools, Cases

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  • 1.
      • Approaching Salesforce
      • Volodymyr Rudnytskyy
      • Creative Director at Quintagroup
  • 2. TABLE OF CONTENTS SALESFORCE COMPONENTS EDITIONS KEY FEATURES KEY TERMS SCALING MAIN TABS APPEXCHANGE APPEXCHANGE PICKLIST PLONE-SALESFORCE INTEGRATION TOOLS CASES REFERENCES
  • 3. 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.
  • 4. EDITIONS Unlimited Edition Enterprise Edition Professional Edition Group Edition Personal Edition Developer Edition
  • 5. 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
  • 6. 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
  • 7. SCALING Lead Contact Account Territory
  • 8. MAIN TABS Accounts Activities Assets Campaigns Cases Contacts Contracts Dashboards Reports Documents Forecasts Events Leads Opportunities Opportunity Products Partners Price Books Products Solutions Тasks
  • 9. 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
  • 10. 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
  • 11. Plone-Salesforce Integration Tools Beatbox (Python Package Index listing) SalesforceBaseConnector SalesforceAuthPlugin (Python Package Index listing) Salesforce RSVP (Python Package Index listing) PayPal2SalesorceLead SalesforcePFGAdapter
  • 12. http://wimax.com http://dui.com http://www.policytracker.com/ CASES
  • 13. REFERENCES http://salesforce.com http://www.salesforce.com/appexchange/ http://groups.google.com/group/plonesf http://success.salesforce.com/