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SALESFORCE 
Dated: 17th Sep 2014 
INDEX: 
1. Sales force – Intro 
2. Pre requisite 
3. SalesForce – Overview 
4. SalesForce - Architecture 
5. SalesForce – Admin 
6. SalesForce - Dev 
7. SalesForce Admin vs Dev - Modules 
8. Eligibility
SALES FORCE 
 Salesforce is the world’s leading on-demand system for Sales 
automation, customer relationship management (CRM), and 
support operations. 
 Any company who purchases salesforce license needs it to be 
configured/customized before actually start using it. This 
‘Onboarding’ is a big business. 
 SFDC is an ERP in which you will customize the clients 
requirement into the live SalesForce environment and 
implement the same. 
 Basic programming skills are required to understand the 
concepts of SalesForce.
PREREQUISITE 
There is no specific prerequisite for the course. 
However, the basic knowledge of below topics will 
be added advantages : 
a) OOPS concept 
b) Data Modelling (not mandatory) 
c) JAVA 
d) XML Skills (basics) 
e) Cloud Computing
SALESFORCE - OVERVIEW 
 SFDC is one of the giant market leader in ERP space specialized in 
CRM. It is famous for it’s Salesforce customer relationship management 
(CRM) product. 
 SalesForce works on CRM Platform and Cloud computing Platform. 
CRM (Customer relationship management) 
• Managing company’s interaction with it’s customer using technology to 
organize, automate and synchronize all aspect of business. 
Cloud Computing 
• Moving traditional software to internet, mentioned by experience vendor. 
• No software/hardware installed at client side. 
• Auto upgrade and maintenance of software. 
• Easily scalable.
SALESFORCE ARCHITECTURE 
 SaaS (cloud application Services as a service) 
 PaaS (Cloud Platform as a Service) 
 On Demand cloud version (Server side synchronization) 
 On Premise Version (Server side synchronization) 
SalesForce 
SalesForce 
(Dev) 
SalesForce 
(Admin)
SALESFORCE (ADMIN) 
Sales force Admin : 
The Salesforce Administrator will provide technical strategy 
and direction to ensure that the Salesforce.com application is 
aligned with business requirements. 
Primary task of a SF Admin will consist of using the 
Salesforce.com platform, service cloud, and other functionality 
to build and support customized solutions to enable business 
productivity across multiple organizations.
SALESFORCE (DEV) 
Sales force Developer : 
 The Salesforce Developer will be responsible for code development using APEX 
and Force.com. 
 They will also assist the CRM team in troubleshooting and resolving technical 
issues. 
 Will work closely with business analysts and/or key business community users 
regarding enhancements and bug fixes. 
 Will be responsible to provide technical oversight to ensure consistent delivery 
of IT solutions by following development standards and the architecture 
framework . 
 Assist the technical team with analyzing requirements and designing solutions 
that are achievable, acceptable and consistent with customer expectations and 
architectural principles
SF ADMIN (VS) SF DEV 
Modules covered : 
• Organization Setup 
• User Setup 
• Global User Interface 
• Security and Access 
• Standard and Custom Objects 
• Sales Cloud Applications 
• Service Cloud Applications 
• Activity Management 
• Chatter 
• Data Management 
• Content and Folder Management 
• Analytics – Reports and Dashboards 
• Workflow Automation 
Desktop and Mobile Administration 
• AppExchange 
Modules covered 
• Application Design 
• Overview of Force.com Platform 
• Data Model 
• User Interface 
• Business Logic 
• Data Management 
• Reporting and Analytics
ELIGIBILITY : 
 Fresher's with ay graduate degree. 
 Mid level managers, Business analysts, Team leads and 
Product managers handling salesforce project or making 
a move to salesforce. 
 Fresh/experienced MBA graduates in sales and 
marketing. 
 Experienced professional switching to salesforce. 
 Graduate with no coding/Consulting background. 
 KPO/BPO professional with good communication skill. 
 Admin and QA professional.
WHY SALESFORCE ??? 
Starting salaries for employed consultants in the 
industry are typically $40-60/hr, depending on your 
region, and independent consultants who sign their own 
clients often make several times those amounts. 
Salesforce CRM is as easy to use as the Web sites you 
use every day. And thus most of the companies are now 
switching to sales force. 
Easily import your existing data from Gmail or Outlook 
or upload an .XLS/CSV file. 
Excellent abroad opportunities.
THANKYOU !

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Salesforce Documentation Overview

  • 1. SALESFORCE Dated: 17th Sep 2014 INDEX: 1. Sales force – Intro 2. Pre requisite 3. SalesForce – Overview 4. SalesForce - Architecture 5. SalesForce – Admin 6. SalesForce - Dev 7. SalesForce Admin vs Dev - Modules 8. Eligibility
  • 2. SALES FORCE  Salesforce is the world’s leading on-demand system for Sales automation, customer relationship management (CRM), and support operations.  Any company who purchases salesforce license needs it to be configured/customized before actually start using it. This ‘Onboarding’ is a big business.  SFDC is an ERP in which you will customize the clients requirement into the live SalesForce environment and implement the same.  Basic programming skills are required to understand the concepts of SalesForce.
  • 3. PREREQUISITE There is no specific prerequisite for the course. However, the basic knowledge of below topics will be added advantages : a) OOPS concept b) Data Modelling (not mandatory) c) JAVA d) XML Skills (basics) e) Cloud Computing
  • 4. SALESFORCE - OVERVIEW  SFDC is one of the giant market leader in ERP space specialized in CRM. It is famous for it’s Salesforce customer relationship management (CRM) product.  SalesForce works on CRM Platform and Cloud computing Platform. CRM (Customer relationship management) • Managing company’s interaction with it’s customer using technology to organize, automate and synchronize all aspect of business. Cloud Computing • Moving traditional software to internet, mentioned by experience vendor. • No software/hardware installed at client side. • Auto upgrade and maintenance of software. • Easily scalable.
  • 5. SALESFORCE ARCHITECTURE  SaaS (cloud application Services as a service)  PaaS (Cloud Platform as a Service)  On Demand cloud version (Server side synchronization)  On Premise Version (Server side synchronization) SalesForce SalesForce (Dev) SalesForce (Admin)
  • 6. SALESFORCE (ADMIN) Sales force Admin : The Salesforce Administrator will provide technical strategy and direction to ensure that the Salesforce.com application is aligned with business requirements. Primary task of a SF Admin will consist of using the Salesforce.com platform, service cloud, and other functionality to build and support customized solutions to enable business productivity across multiple organizations.
  • 7. SALESFORCE (DEV) Sales force Developer :  The Salesforce Developer will be responsible for code development using APEX and Force.com.  They will also assist the CRM team in troubleshooting and resolving technical issues.  Will work closely with business analysts and/or key business community users regarding enhancements and bug fixes.  Will be responsible to provide technical oversight to ensure consistent delivery of IT solutions by following development standards and the architecture framework .  Assist the technical team with analyzing requirements and designing solutions that are achievable, acceptable and consistent with customer expectations and architectural principles
  • 8. SF ADMIN (VS) SF DEV Modules covered : • Organization Setup • User Setup • Global User Interface • Security and Access • Standard and Custom Objects • Sales Cloud Applications • Service Cloud Applications • Activity Management • Chatter • Data Management • Content and Folder Management • Analytics – Reports and Dashboards • Workflow Automation Desktop and Mobile Administration • AppExchange Modules covered • Application Design • Overview of Force.com Platform • Data Model • User Interface • Business Logic • Data Management • Reporting and Analytics
  • 9. ELIGIBILITY :  Fresher's with ay graduate degree.  Mid level managers, Business analysts, Team leads and Product managers handling salesforce project or making a move to salesforce.  Fresh/experienced MBA graduates in sales and marketing.  Experienced professional switching to salesforce.  Graduate with no coding/Consulting background.  KPO/BPO professional with good communication skill.  Admin and QA professional.
  • 10. WHY SALESFORCE ??? Starting salaries for employed consultants in the industry are typically $40-60/hr, depending on your region, and independent consultants who sign their own clients often make several times those amounts. Salesforce CRM is as easy to use as the Web sites you use every day. And thus most of the companies are now switching to sales force. Easily import your existing data from Gmail or Outlook or upload an .XLS/CSV file. Excellent abroad opportunities.