Salesforce training part 1
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Salesforce Training Video https://www.youtube.com/watch?v=kayqeJcb3u4
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Salesforce training part 1
- 1. SALESFORCE SalesforceTraining – Part 1 1 Training Agenda: • What is Salesforce CRM? • What are the benefits of Salesforce CRM? • Sign Up for FreeTrial Account • Create an App , CustomizeApp • Create Object and Fields • Create Page Layout
- 2. What is Salesforce? ■ Salesforce.com is a Cloud based company. ■ Salesforce products SalesforceTraining – Part 1 2
- 3. What is Salesforce?Contd.. ■ CRM ( Customer Relationship Management) – two flavors of Platform Classic & Lighting ■ CRM is a software product that allows companies to interact with their existing customers and follow up with their leads and future sales. ■ This tool helps companies to track opportunities, deliver products, manage existing customers, run campaigns, generate leads, customer activity like website visits, phone calls, email and so on. References: https://en.wikipedia.org/wiki/Salesforce https://www.salesforce.com/au/crm/ SalesforceTraining – Part 1 3
- 4. What are the benefits of Salesforce CRM? ■ Cloud based, easily accessible on any devices ( such as Laptop, Desktop,Tablets/ iPads or Mobile) connected to Internet. ■ Zero Downtime. ■ 24x7 Support. ■ Pay as you go. Minimal cost, No Infrastructure and Resource cost. Company doesn’t need to invest heavily on premises CRM infrastructure . ■ It fits for all purpose and all type of Organizations such as SMB or Large Organizations can reap benefits of SalesforceCRM. SalesforceTraining – Part 1 4
- 5. Sign up for SalesforceAccount ■ https://developer.salesforce.com/ SalesforceTraining – Part 1 5
- 6. Sign up for SalesforceAccount ■ Verify your account SalesforceTraining – Part 1 6
- 7. Create a new App ■ An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the app drop-down menu at the top-right corner of every page. You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs. SalesforceTraining – Part 1 7
- 8. Customized your App ■ Hands on customizing your newly created app. SalesforceTraining – Part 1 8
- 9. Understanding of Standard and Customized Objects, Fields, Records andTab ■ Consider Object as a DB table. ■ Field as a table Colum. ■ Record as a table Row. ■ Standard Objects are pre-defined Objects in Salesforce. Example: Chatter, Dashboards, Sales, Reports etc. ■ Customized Objects:You create a new Object or modify existing Object based on your requirements. SalesforceTraining – Part 1 9
- 10. Create a Customized Object ■ Hands on creating a customized Object. SalesforceTraining – Part 1 10
- 11. Data type on Customized field ■ Hands on various Datatype andWhen to use. SalesforceTraining – Part 1 11
- 12. Customized Object Page Layout ■ Hands on customizing Object Layout. SalesforceTraining – Part 1 12
- 13. ThankYou for watching this SalesforceTutorial. ■ Please Like, Share and Subscribe My youtube channel. ■ Stay tuned for next video. SalesforceTraining – Part 1 13