This document provides an overview of Salesforce, including what it is, why organizations use it, who should use it, certifications, architecture, and how to use it. Salesforce is a cloud-based CRM platform that allows users to build customizable apps, manage customer data and relationships, automate business processes, and access data from any device. It is suitable for organizations of all sizes looking for an easy to use and secure CRM solution. The document outlines Salesforce's architecture and data model, security features, standard and custom app development, and certifications for administrators and developers.

1. Salesforce.com - Overview
Tien Nguyen - 5/2017

2. Agenda
● What is Salesforce?
● Why use Salesforce?
● Who should use Salesforce?
● What are Salesforce
certifications?
● What’s Salesforce Architecture?
● A few points need to remember
● How use Salesforce?

3. What is Salesforce?

4. What is
Salesforce?
● Salesforce is a top-notch CRM
application built on the
Force.com platform.
● Salesforce is cloud platform
contains:
○ App cloud
■ Sales cloud
■ Service cloud
○ Partner apps
■ Appexchange
○ Custom apps
○ Platform Services

5. What is CRM?
Customer Relationship Management
(CRM) is a strategy for managing all
your company's relationships and
interactions with your customers and
potential customers.
It helps you improve your profitability.

6. What’s Force.com?
Force.com is a platform for creating
applications in the cloud with
absolutely no software or hardware
investment required.
The apps thus created are data-centric
and collaborative.
In fact, the data is never lost here,
because there are auto back-ups.

7. App cloud
Trusted and Connected Platform
Run all your apps on a trusted platform
Speed and Agility
Every employee can build fast with
clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell
apps

8. Platform Services
● Application services
● Network services
● Infrastructure services

9. Why use Salesforce?

10. Why use Salesforce?
● Security: secure your business data on the
cloud.
● Accessibility: reduce the need to upgrade
and maintain hardware and expensive
networks.
● Fast: It's the fastest way to build and
deploy social enterprise apps
● Social: All apps include built-in enterprise
collaboration (such as Chatter)
● Mobile: Apps can be easily modified to run
on any mobile device
● CRM systems: There are lots of new CRM
systems with modern design and a simple,
elegant user experience.
● Services: Sales Cloud, Marketing Cloud,
and Service Cloud.
● Support & Training: they do offer great
support and resources for the companies
they work with

11. Who should use Salesforce?

12. Who should use
Salesforce?
Salesforce has editions for all variety
of users.
It offers different editions like Group,
Professional, Enterprise and
Performance (For Sales Cloud).
An organization can select the edition
they, according their aims, and the
features they require.
Do note, the editions have price
variations too.

13. What are Salesforce certifications?

14. What are Salesforce
certifications?
Certification is the easiest way to
validate yourself as a Salesforce
professional.
Certification communicates skill and
expertise and can validate your
knowledge of the Salesforce platform.
Why we need Salesforce
certifications?
● Our clients want certified
candidates

15. How many types of
Salesforce certifications?
● List certifications
● We focus:
○ Administrator
○ Developer

16. What’s the Difference?
The Admin certification:
● Security model
● Manage users
● Territory Management
● Workflow rules
● Build configuration in Salesforce with
clicks
● Reports & Dashboards
The Developer certification:
● Application Design
● Overview of Force.com Platform
● Data Model
● User Interface
● Business Logic
● Data Management
● Reporting

17. Study Materials
Admin
● https://quizlet.com/subject/salesforce-ad
min/
Developer
● https://quizlet.com/subject/salesforce-pla
tform-developer/

18. What’s Salesforce Architecture?

19. Salesforce App Building
Blocks
Salesforce has MVC model:
● Model:
○ Object
○ Field
○ Relationship
● View:
○ App
○ Page Layout
○ Record Type
○ Tab
● Control:
○ Workflow
○ Validation Rule
○ Assignment Rules

20. Levels of Data
Access
There are four main levels at which
you can configure access to data on
the platform.

21. Salesforce App Building
Blocks

22. A few points need to remember

23. How Salesforce
Organizes Your Data
Salesforce organizes your data into
objects and records. Think of an object
as a tab on a spreadsheet, and a
record like a single row of data.

24. Data Security
Salesforce is built with security to
protect your data and applications.
Application Level Security
● Profile
● Permission Set
● Role
● Public Groups
● Sharing
○ Owner
○ Role Hierarchy
○ Org Wide Defaults
○ Sharing Rules

25. Standard Objects
● User Provisioning Request
● User
● Task
● Social Persona
● Quote Line Item
● Quote
● Product
● Price Book Entry
● Price Book
● Order Product
● Order
● Opportunity Product
● Opportunity
● Linked Article
● Lead
● Event
● Email Message
● Duplicate Record Set
● Duplicate Record Item
● D&B Company
● Contract
● Content Version
● Contact
● Case
● Campaign Member
● Campaign
● Asset
● Activity
● Account Contact
Relationship
● Account

26. General Steps to Create
Salesforce Applications
1. Creating Application
Description
2. Add Relationships
3. Use Formulas and Validations
4. Automating Process using
Workflow
5. Creating Approval Process
6. Creating Reports and
Dashboards
7. Adding Programming Logic to
Apex
8. Adding tests to your apps
9. Building Custom user Interface
using Visualforce
10. Creating Public Web pages
using Sites

27. Chatter
Salesforce Chatter is the enterprise
social network.
This powerful collaboration software
solution empowers employees to
connect, collaborate, share files, data,
and expertise, all in real-time.
Chatter will help drive productivity and
increase efficiency and innovation
across departments.

28. How use Salesforce?

29. How use Salesforce?
● Setup gives you the power to create Apps
○ Create & Configure with Clicks
● Create Custom Apps,Custom Objects,
Tabs, Reports, Actions, etc
● Model the information in your business
○ Schema Builder
○ Standard Objects
● Clicks: Workflow, Approvals & Flows
● Clicks: Flows & Process Builder
● Apex for custom business logic -
Developer Console
● Visualforce Pages for UI customisation

30. Useful links
● Salesforce Help
● Salesforce Training
● Sample examinations

31. Thanks!
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