Salesforce Ecosystem Flashcards
What is CRM ?
CRM technology helps organizations build and grow relationships across the entire customer lifecycle, including marketing, sales, commerce, service, and IT.
With data in one central location, organizations have a complete picture of customers and prospects that can be shared and analyzed by teams across the company in real time.
CRM is used by which type of companies ?
B2C and B2B.
What are the salesforce values ?
Trust, Customer Success, Innovation, Equality, Sustainability.
What does Salesforce do?
Brings companies and customers together.
How to do so ?
With customer 360, we’re able to put the customer at the center. Every employee has the apps and data they need.
Salesforce Customer 360
Portfolio of products and services. Helps companies uniting their marketing, sales, commerce, service and IT teams in one customer view. Customer 360 helps you lower costs with your entire organization using one trusted platform. It increases productivity with built-in automation and generative AI, and it drives efficient growth by empowering your employees to exceed customer expectations.
Trailbazer Community
The Trailblazer Community helps you learn relevant skills, connect with other Trailblazers, and give back. You can join groups, where you can discuss different subjects with a group of Trailblazers. Some groups are role-, product-, or solution-based, while others are interest- or region-based
Trails
Trails are groups of modules that provide guided learning paths suited to specific roles or needs.
Trailmix
A trailmix is like a mixtape, but of modules, projects, trails, and superbadges
Modules (specefic subject) and Projects
A module is broken down into units. A project is a series of hands-on steps that lets you learn Salesforce skills by putting them into practice right away.
Projects and superbadges
Projects and superbadges allow you to learn interactively by requiring you to implement a feature or solution in an org.
Trailhead Playground
A Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations. They give you the same customization options as a production org
Where can we search for help ?
Trailbazer community (questions, like stakoverflow), Trailhead Help (topics and articles).
Sales Enablement
To coach and skill up people in your company.
Trail Tracker
Used to to Track the Progress of Other Trailhead Users
What’s the Difference Between a Trailhead Playground and a Developer Edition Org?
A DE org is an org that we provide for free to test new features and implementations in Salesforce without affecting a production org. A Trailhead Playground is a DE org, but specifically for Trailhead. Trailhead Playgrounds come with Trailhead-specific data, and a pre-installed package that we use to test your hands-on challenges.
Salesforce Help
Contains documentation by product, topics, videos, contact support.
Sales Cloud
Sales Cloud is the leading platform for sales teams, which automates manual processes, so that your teams can be more productive, and close more deals faster.
Service Cloud
Service Cloud is number one for service automation. You can create consistent service experiences across your customers’ preferred channel, whether online, on the phone, in the field, or even with a chat bot.
Marketing Cloud
With Marketing Cloud, your teams have access to the best tools to build relationships across multiple touch points, which means you deliver the right message, on the right channel, at just the right moment—at scale.
Commerce Cloud
With Commerce Cloud, you can create personalized shopping experiences across channels, and remove friction, even if a customer starts their shopping journey on one channel and completes it on another—maximizing revenue now.
Analytics
Tableau is the world’s leading analytics platform which helps you get faster insights and make better decisions at the speed of change.
Mulesoft
MuleSoft allows you to integrate data from any source into Salesforce, so that your important information is all available in one place.
Plateform
Salesforce Platform is the underlying set of platform services—including application boosters like artificial intelligence (AI), mobile, voice, and more. All of these allow you to customize and build any app for any part of your business with clicks, not code.
