What Is Salesforce?
A customer success platform, designed to help you:
sell, service, market, analyze, and connect with your customers.
Where is data stored within salesforce?
On a secure cloud and is accessible 24/7 unless org restrictions prohibits
Who determines the access to salesforce
data you can create, view, edit, and delete is determined by settings your admin maintains
How can you collaborate on SF platform
*Create groups follow people and topics ask questions, post informal polls, share files and links, and mention colleagues with whom you’d like to connect.
What does CRM stands for ?
Customer Relationship Management.
What Is CRM?
technology allows you to manage relationships with your customers and prospects and track data
How Salesforce Organizes Your Data
Salesforce organizes your data into objects and records
What is an object in SF
Similar to a database table/tab in excel spreadsheet
What is a record in SF
A record is a row on the spreadsheet, listed under associated object
What is a field in SF
A place where you store a value like a name or address aka column
What is an ORG in SF
Short for “organization,” the place where all your data, configuration, and customization lives. aka “your instance of Salesforce”
What is an APP in SF
FOP (A set of fields, objects, permissions, and functionality to support a business process)
What are some of SF standard core objects?
ACLO (Accounts, Contacts, Leads and Opportunities )
Where can objects be found
Objects are accessed via the navigation menu under sales
What are accounts in SF?
Companies or persons you’re doing business with
What are contacts?
people who work at an Account.
What are leads?
potential prospects customers that are not ready to buy
What are opportunities?
qualified leads that you’ve converted
How do you convert a lead?
you create an Account and Contact along with the Opportunity.