What is Salesforce | Introduction to Salesforce | Salesforce Classic Vs Lightning Experience | EP-1

Introduction

This tutorial provides a comprehensive overview of Salesforce, covering its key concepts, functionalities, and how to set up your own Salesforce environment. Whether you're new to Salesforce or looking to deepen your understanding, this guide will help you navigate the fundamentals, from cloud computing principles to the differences between Salesforce Classic and Lightning Experience.

Chapter 1: Fundamentals of Cloud Computing

• Definition of Cloud Computing: Cloud computing is a method of delivering services, software, and applications over the internet without the need for local installation.
• Benefits:
  • Reduces the need for physical infrastructure such as servers and load balancers.
  • Allows businesses to innovate quickly without being bogged down by IT complexities.
• Key Terms:
  • Software as a Service (SaaS): Software delivered over the internet, where users pay only for what they consume.
  • Database as a Service (DBaaS): Databases accessed via the cloud without local setup.
  • Integration: The ability to connect various applications for seamless data exchange.
  • Logic as a Service: Personalization of applications to enhance user experience.

Chapter 2: What is CRM

• Customer Relationship Management (CRM): A principle focused on managing a company's interactions with current and potential customers.
• Key Functions:
  • Acquiring new customers.
  • Retaining customers through effective support and communication.
• Salesforce as a CRM: Salesforce serves as a cloud-based CRM platform that offers comprehensive tools for managing customer relationships, sales processes, and service functions.

Chapter 3: What is Salesforce

• Overview of Salesforce: Salesforce is a cloud-based CRM platform that allows businesses to manage customer relationships and processes more efficiently.
• Features:
  • Offers various clouds tailored for different business needs, such as Sales Cloud, Marketing Cloud, and Service Cloud.
  • Provides tools for quick setup and integration of various services.

Chapter 4: Salesforce Architecture

• Multi-Tenant Architecture: Salesforce operates on a multi-tenant architecture, where multiple customers share the same hardware resources while maintaining data privacy and security.
• Benefits:
  • Reduces operational costs and allows for rapid deployment of new features across all tenants.
  • Users can focus on developing applications without worrying about underlying infrastructure.

Chapter 5: Create Your First Salesforce Org

1. Sign Up for a Developer Edition:

   • Go to developer.salesforce.com.
   • Click on the "Sign Up" button.
   • Fill out the registration form with your details, ensuring your username is unique (formatted like an email address).
   • Confirm your registration through the email sent to you.

2. Access Your Salesforce Org:

   • Navigate to login.salesforce.com.
   • Enter your username and password to log in.

Chapter 6: Salesforce Classic vs Lightning Experience

• Salesforce Classic:
  • The original user interface with a traditional layout.
• Lightning Experience:
  • A modern user interface that is mobile-responsive and offers enhanced features and usability.
• Switching Between Interfaces:
  • Users can switch between Classic and Lightning by clicking on their username in the top right corner.

Chapter 7: Introduction to Trailhead

• What is Trailhead: A free, self-paced learning platform provided by Salesforce that offers modules on various topics.
• Getting Started:
  • Sign up at trailhead.salesforce.com using your Salesforce account.
  • Explore different learning paths, known as trails, and hands-on projects to enhance your skills.

Conclusion

You have now learned the foundational concepts of Salesforce, from cloud computing principles to the specifics of setting up your Salesforce org. To continue your Salesforce journey, explore the Trailhead platform for structured learning paths and hands-on experience. Engage with the community and participate in further sessions to deepen your knowledge and practical skills.