Introduction to Salesforce for marketing specialists. Includes description of basic marketing tools and comparison of developer and marketing perspectives

1. Salesforce for Marketing
Difference between Developer and Marketing views

2. Introduction
About myself:
Bohdan Dovhan
Salesforce Development Team Lead
Salesforce Certified Force.com Developer
7 years of Development experience

3. Cloud computing
Cloud computing, also known as 'on-demand computing', is a kind of Internet-
based computing, where shared resources, data and information are provided
to computers and other devices on-demand. It is a model for enabling
ubiquitous[всюдисущий доступ на вимогу], on-demand access to a shared
pool of configurable computing resources (e.g., networks, servers, storage,
applications and services) that can be rapidly provisioned and released with
minimal management effort. Cloud computing and storage solutions provide
users and enterprises [підприємства] with various capabilities to store and
process their data in third-party data centers.

4. Cloud computing

5. Cloud

6. Why is it called “cloud”?
The origin of the term cloud computing is unclear. The word "cloud" is commonly used
in science to describe a large agglomeration of objects that visually appear from a
distance as a cloud and describes any set of things whose details are not inspected
further in a given context. Another explanation is that the old programs that drew
network schematics surrounded the icons for servers with a circle, and a cluster of
servers in a network diagram had several overlapping circles, which resembled a
cloud.

7. Service models: SAAS, PAAS, IAAS
Though service-oriented architecture
advocates "everything as a service" (with
the acronyms EaaS or XaaS or simply aas)
cloud-computing providers offer their
"services" according to different models,
which happen to form a stack:
infrastructure-, platform- and software-as-a-
service.

8. What is Salesforce?
Salesforce.com is a cloud computing and social enterprise software-as-a-service (SaaS)
provider based in San Francisco. It was founded in March 1999, in part by former Oracle
executive Marc Benioff.
Concept Definition
Cloud A Salesforce name for a loose federation of features that help you
accomplish certain types activities, such as selling products, supporting
your customers, or collaborating with your coworkers. Two common
examples you’ll come across are Service Cloud and Sales Cloud.
Cloud Computing Technology that enables Internet-based services that let you sign up and
log in through a browser.Salesforce delivers its service in the cloud.
Other familiar cloud computing services include Google Apps and
Amazon.com.
Software as a
Service (SaaS)
Software delivered not by traditional means (such as on disk) but in the
cloud, as a service. There’s nothing to download or install, and updates
are automatic.

9. What is Salesforce?

11. Which features can marketing user use out-
of-the-box?
Sales Force Automation includes
•Accounts records may represent clients or companies
•Contacts records may represent customer representatives
•Leads records represent a prospect or potential Opportunity (leads conversion)
•Opportunities records are usually sales or pending deals
•Activities: tasks and events ( may represent meeting, emails etc.)
•Campaigns records represent marketing campaigns

12. Marketing user permission
Campaigns
Manage outbound marketing campaigns with direct mail programs, seminars, print
ads, email, and other kinds of marketing collateral. Organize campaigns into
hierarchies for easy analysis to see what works best for increasing your company’s
sales.
To edit or change campaigns user needs “Marketing User” permission and Create or
Edit permission on Campaign object
Marketing
User
Profile
Can manage campaigns, import leads, create letterheads, create HTML email
templates, manage public documents, and update campaign history via the import
wizards. Also has access to the same functionality as the Standard User.

13. How can Developer develop custom logic or
custom feel and look?
Force.com PaaS platform includes
•APEX: proprietary on-demand Object-oriented language
•VisualForce: markup language and a page development framework
•SOQL: Salesforce Object Query Language for retrieving data
•SOSL: Salesforce Object Search Language allows full-text search

14. What is Apex on Force.com platform?
Apex is a strongly typed, object-oriented programming language that allows
developers to execute flow and transaction control statements on the Force.com
platform server in conjunction with calls to the Force.com​ API. Using syntax that looks
like Java and acts like database stored procedures, Apex enables developers to add
business logic to most system events, including button clicks, related record updates,
and Visualforce pages. Apex code can be initiated by Web service requests and from
triggers on objects.

15. What is Visualforce?
Visualforce is a framework that allows developers to build sophisticated,
custom user interfaces that can be hosted natively on the Force.com platform.
The Visualforce framework includes a tag-based markup language, similar to
HTML, and a set of server-side “standard controllers” that make basic database
operations, such as queries and saves, very simple to perform. In the
Visualforce markup language, each Visualforce tag corresponds to a section of
a page, a related list, or a field. The behavior of Visualforce components can
either be controlled by the same logic that is used in standard Salesforce
pages, or developers can associate their own logic with a controller class
written in Apex.

16. Salesforce Object Query Language (SOQL)
Use the Salesforce Object Query Language (SOQL) to search your organization’s
Salesforce data for specific information. SOQL is similar to the SELECT statement in
the widely used Structured Query Language (SQL) but is designed specifically for
Salesforce data. With SOQL, you can construct simple but powerful query strings in
the following environments: In the queryString parameter in the query() call In Apex
statements In Visualforce controllers and getter methods In the Schema Explorer of
the Force.com IDE

17. How much it costs
http://www.salesforce.com/ap/crm/editions-pricing.jsp

18. Salesforce Marketing Cloud
Salesforce Marketing Cloud (formerly known as ExactTarget) is a provider of digital
marketing automation and analytics software and services. It was founded in 2000
under the name ExactTarget.
In 2012, it raised $161.5 million in an initial public offering, before being acquired by
Salesforce for $2.5 billion in 2013. ExactTarget was renamed to Salesforce Marketing
Cloud in 2014 after the acquisition by Salesforce.

19. How much it costs
http://www.salesforce.com/ap/crm/editions-pricing.jsp

20. How can I create product and sell it
The AppExchange is the world’s leading business app marketplace. AppExchange
apps are customized for Salesforce and extend Salesforce to every department and
every industry under the sun.

21. How can I help Salesforce to improve?
Idea Exchange is the place where you can suggest ideas. You can share and vote for
ideas to improve the product. They say they're listening to make you participate in the
IdeaExchange to suggest new features, vote and comment on your favorite ideas.
However, an idea needs 2500 idea points (250 users voted) to get noticed.

22. How to taste Sales Cloud for free?
1. Register Developer Edition organization: 5 MB of Data, 20 MB of Files Data,
2 Full Salesforce User Licenses, 3 Salesforce Platform User Licenses
Ability to create Unmanaged or Managed Package for AppExchange
2. Start a trial org for one month: 1 GB of Data, 1 GB of File Data.
Organization will expire in one month.

31. Examples: Send SMS Example

32. Examples: Geolocation Example

33. Examples: Book Store Example

34. References
1. https://en.wikipedia.org/wiki/Cloud_computing
2. http://searchcloudapplications.techtarget.com/definition/Salesforcecom
3. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_in
4. https://developer.salesforce.com/docs/atlas.en-
us.pages.meta/pages/pages_intro_what_is_it.htm
5. https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/
6. http://sendsmstobohdandovhan-developer-edition.eu3.force.com/
7. http://book-store-developer-edition.ap1.force.com/

35. Further readings
1. https://help.salesforce.com/apex/HTViewHelpDoc?
id=basics_sf_concepts_terms.htm&language=en_US
2. http://www.salesforce.com/ap/crm/editions-pricing.jsp
3. My blog: https://patlatus.wordpress.com/category/salesforce/
4. http://sug-lviv.blogspot.com/2014/02/salesforce.html (in Ukrainian)
5. https://developer.salesforce.com/docs/

36. Q & A? Questions?

39. AND FINALLY:
MAY BE THE FORCE.COM WITH YOU...