This document introduces Salesforce, a leading cloud-based CRM platform founded by Marc Benioff in 1999, covering its history, core services, and key terminology. It explains concepts like Platform as a Service (PaaS) and Software as a Service (SaaS), as well as the different types of relationships and design structures within Salesforce. Additionally, it highlights tools and services such as Sales Cloud, Service Cloud, and the Salesforce1 mobile application, alongside its multi-tenant architecture and metadata-driven development model.

1. Introduction to SalesForce
Saket Kumar
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2. Agenda
● What is SalesForce?
● History & Founder
● What is Platform as a Service
● What is Software as a Service
● SalesForce Terminology
● Different Platform of salesforce to create Applications
● Core Services of SalesForce
● SalesForce Database Terminology
● Types of Relationship in SalesForce:
● What is VisualForce?
● When to use Apex?

3. What is SalesForce?
● Salesforce CRM provides a complete solution for that
includes feature-rich solutions for marketing, sales,
services, partner management and community
management.
● CRM is originally software for managing customer
interaction, such as scheduling tasks, emailing, texting,
and many more.
● Salesforce grew into a cloud software solution and
acquired several other companies for Paas(Platform as
a Service) and Saas (Software as a Service).

4. History & Founder
● Salesforce is the world’s first and most popular CRM
system .
● The headquarter of Salesforce is situated in San
Francisco.
● More than 82,000 companies and many customers used
this dynamic, web-based, low-cost CRM platform.
● It was founded in March 1999 by former Oracle executive
Marc Benioff
● Salesforce.com has its services translated into 16 different
languages and currently has82,400 regular customers and
over 2,100,000 subscribers.

5. What is Platform as a Service
Platform as a Service(PaaS) is a category of cloud computing
services that provides a computing platform and a solution stack
as service. The Provider Provides the network, servers, storage,
and other services that are required to host the consumer’s
application.

6. What is Software as a Service
Software as a Service(SaaS) is a Software distribution model in
which applications are hosted by a vendor or a service-provider
and made available to customer over a network, typically the
internet.

7. SalesForce Terminology
● Opportunity: A potential Sales deal that you want to track.
● Lead: A Lead is a prospect or potential opportunity- A person who
expresses intrest.
● Account: Any Company or Organization you want to manage
including Prospects, customer, vendors or partners.
● Contact: A person who works for an account.
● Tasks and Events: Activities associated to an opportunity,contact
or account
● Reports: Real-Time summaries generated based on information
entered into salesforce.

8. Different Platform of salesforce to create
Application are:
● Force.com (This is sales force very own developer
Platform)
● Heroku (Aquired by SalesForce) (Advantage of Heroku is
that developers can write application on different
Languages i.e (java, python, Ruby on rails))
● Exact Target Fuel (Aquired by SalesForce) (Applications
created on Fuel platform can only run on Exact Target
Market Cloud)
● SalesForce Lightning

9. a.Sales Cloud
- Most Popular and most used cloud service of SalesForce
- Mostly Used By Company who are into B2C Process
- It gives a confined view of all customers in a single window with all data of the
Customer
b.Service Cloud
- Used by service company (Basically Service Ticketing System)
- Also Can be used to track the performance of service Agent
- It provide integration with Social Media Platform Like Twitter and facebook.(i.e if
they get ticket from some customer then they can find out on social media what
that customer and is it the right time to contact them. Basically can check
customer's social media feed.)
c.Exact Target Market Cloud (Market Cloud was created by the company call
"Exact Target" which sales force Aquired used for hosting application created on
Fuel Platform )
Core Services of SalesForce

10. d.App Exchange (Buy and sell or rent different Application related to salesforce).
e.Marketing Cloud
- Used By Company Marketing People to Target potantial Customer
- various Digital Marketing stuffs can be done through here like sending
campaign Email to mass customer which is personalized based on customers
likes and dislikes or custome-intrest
- can also Target Contact on Social Media Like running facebook add etc.
f.Analytics Cloud
- This can be linked with different other Cloud Service of SalesForce Like Sales-
Cloud, Service-Cloud, Commerce-Cloud
- This Can Get Data from different Clouds And analyse the data and performance
so that we can come to know why particular thing worked and why particular
thing did not worked.
- This also gives you the Graph and Chart representation.
Core Services of SalesForce

11. g.Community Cloud
- Mostly Intergrated With service Cloud.
- As Name suggest you can create community in the platform for you customer to
interact with one another as well as support team
h.App Cloud
- Collection of App development Platform
- If you subscribe to app cloud you get access to different application
development platform and can be used for hosting applications.
i.Commerce Cloud
- This can be integrated with Different types of clouds like sales-cloud, Marketing-
cloud
- Used by both B2B and B2C Company
- Has data of the customer and helps in providing better shopping Experience
(like showing data of your intrest that it learned earlier when you visted the site)
Core Services of SalesForce

12. j.IoT Cloud (IoT stands for Internet of things)
- Get data from different Clouds or IoT devices using sensors and perform
different actions
- example smart home where the temperature of the house is tracked and on
certain temperature AC is turned on or off
k.Health Cloud
- Mostly used by doctors or hospitals to keep track of different patient
- Also can store heratory data of parents etc
l.SalesForce1
- Used in mobile to access different services of saleforce
m.chatter Service
- Similar to social media
- Employee can post there status and update there activity. Similar to twitter feed
and facebook wall.
- Follow different employees
- This is stictly inhouse
Core Services of SalesForce

13. Multi-Tenant Architecture
- Single Instance of Software serve Multiple Tenant
- Economical because resources and maintenance are shared
- All Data for all customers is stored in a single database schema
- Provider has to update only one application and changes will get updated for all
the clients
Meta-Data Architecture (Meta-Data means Data about data. Meta-Data is in
respect of one client. So in shared database Meta-Data play a vital role as it
fetches data for a client based on Meta-Data)
- Salesforce platform uses a medadata-driven development model
- Functionalities of an app are defined as metadata in a database
- Allows Developers to concentrate only on building the application
- This Increases developers Productivity
SalesForce architecture design

14. SalesForce Database Terminology
● Tables is called object in salesforce (All object
are associated with tabs. Tabs are basically
easiest way to access the objects)
● Column in the table is called Fields in salesforce
● Row in table are called Records in salesforce

15. Types of Relationship in SalesForce:
1. Lookup Relationship (Similar to One-Many Relationship)
- Loosely Coupled Relationship between two objects
- When you delete the parent, child will not be deleted (it
does not have cascade deletion)
- Max 25 lookup relationship per child can be created
- The parent object does not control the behavior of child
object.
- Child object can have empty fields and also the child
object does not inherit the sharing-settings,security-settings and
the owner-settings from the parent object.

16. Types of Relationship in SalesForce:
2. Master Detail Relationship (similar to One-Many
Relationship )
- Here one parent has multiple children
- This follow cascade delete(which mean when we delete
parent object then the linked child object will also get deleted)
- when there is a cascade delete that means the child
object will not have any empty fields and the child object inherits
the sharing-setting,security-settings and the owner-settings from
the parent object

17. Types of Relationship in SalesForce:
3. Many to Many Relationship(Junction Relationship)
- This is the combination of two Master-Detail Relationship
- "Professors" are associated with the "course" also
students are also associated to the "course".(i.e many students
can be associated to the course similarly many professors can
also be associated with the course)
- There will be cascade delete in this also

18. What is VisualForce?
VisualForce framework that allows developers to build
sophisticated, custom user interface that can be hosted natively
on the Force.com Platform.
A visualforce page consists of two primary elements:
- VisualForce Markup : This Consists of VisualForce tags,
HTML, JavaScript or any web-enabled code, Embedded within a
single <apex:page> tag, Defines the user-interface components.
- VisualForce Controller : Instructions that specify what
happens when a user interacts with the component, Provides
access to the data that should be displayed in a page.

19. When to use Apex?
We can use apex programming language to add custom logic to
our application. like complex validation, complex business
processes, web and email service, Transactional logic, logic to
operation.

20. THANKS