As Salesforce may be a cloud-based system it doesn’t need any software installation on your part. All you’ve got to try to is signup for a free trial and obtain started. The free trial account provides nearly all features which you would like to find out to know the fundamentals of Salesforce platform. allow us to now discuss the steps to urge started with the Salesforce environment.

Step 1

Go to the link Salesforce and click on Free Trial.
It takes you to a window where you’ve got to fill in some details about you and check in.

Step 2

You will receive an activation mail for your account which also contains the small print of your account and therefore the duration of the test period. Click on the link within the email to verify your email ID and activate the account.

Step 3

Again visit the link Salesforce and click on on login. Give the login credentials which you only created. you’ll be directed to the subsequent screen.

Get Started with Salesforce - Environment — Get Started with Salesforce – Environment

You are able to learn as your environment is about up now. you’ll click on Take Tour of Salesforce to familiarize yourself with the interface.

Salesforce – Sales Cloud

Sales Cloud a part of the Salesforce.com platform which is concentrated on enhancing the effectiveness of the sales team of a corporation and hence increases the quantity of sales. It stands unique in comparison to other sales methods because it provides both the account information of the customer also because the information gathered from the social platforms about the merchandise and customer. This helps in judging the potential of a sales lead and shutting the sales faster.
Following are the Key business Goals achieved by using the Sales Cloud.

Close more deals

The availability of all the account information also as product information for customer’s needs makes it easier to drive more number of results in closure.

Close deals faster

Mobile apps and visual design of the workflows for business process approvals makes it faster to shut the deals.

Get more deals

Continuous optimization of campaigns counting on the market response and closure interaction with channel partners gets more deals.

Quicker decisions

The availability of reports and dashboards gives a really detailed picture of the business scenario and also increases accuracy of sales forecasting. therefore the business decisions are taken quickly.

Key Features of Sales Cloud

In this section, we’ll discuss the key features of Sales Cloud. The features are described below −

Contact Management

Gives complete information on customers including previous communications, discussions, key contact numbers and emails.

Opportunity Management

It helps create and alter quotes in response to sales interaction and deal scenario.

Salesforce Engage

Gives alerts on active leads and make personalized campaigns.

Lead Management

Helps assign results in right people and track the campaigns.

Reports and Dashboards

Helps create dashboards which may be drilled down for further information. This results in faster decisions.

Sales Forecasting

Gives accurate view of sales forecasting which may be adjusted supported real-time data.

Workflow and Approvals

Helps simplify the approval process and automate any business process using visual drag and drop interface.

Territory Management

Helps create different territory models and apply rules to them.

Files Sync and Share

Search, share and find files faster. This results in a greater collaboration.

Sales Performance Management

Helps create a link between sales data and sales goals. It also helps in creating performance summaries.

Partner Management

Easily connect with partners and provides them a view of sales performance. It also helps in easy on-boarding, training and supporting sales partners.

Salesforce – Service Cloud

This a part of Salesforce platform is concentrated on providing support and help to the purchasers . This helps in retaining the purchasers , increasing their satisfaction and loyalty. Its uniqueness lies in providing faster service compared to traditional methods, giving individual attention to every customer needs and taking a proactive approach to customer issues. That ultimately enhances the customer’s experience hence loyalty which successively creates an honest impact on sales.
Following are the key business Goals achieved by using the Service Cloud −
• Personalized Service − Give each customer an honest service experience supported their unique problems and history of purchases and complaints.
• Always-on Service − Make the service available 24/7
• Multi-channel support − Meet the purchasers on their preferred channels like mobile, phone, chat etc.
• Faster support − Managing various service needs from one console helps in delivering support services faster.

Key Features of Service Cloud

In this section, we’ll discuss the key features of Service Cloud. These features help in accomplishing the business goals mentioned above. The features are described below −

Console for Service

It is a unified platform for managing all cases assigned to an agent in order that it can help in prioritizing the tasks at hand. This also helps give personalized experience to the customer of every case.

Knowledge base

Customer interactions and resolutions are captured and arranged into a knowledgebase. This helps in faster issue resolution.

Social Customer Service

As more and more customers connect with the organization through social media, this feature helps deliver service on the social media platform itself without asking the customer to go to separate sites for interaction.

Live Agent

This feature provides real-time online help with its unique chat service.

Mobile Platform

Salesforce1 platform is that the mobile platform to manage customer service from any device and anywhere.

Service Cloud Communities

It allows customers to assist themselves by helping one another. Many tools are available for self-service on various trouble shooting requirements.

So, this brings us to the end of blog. This Tecklearn ‘Get Started with Salesforce – Environment’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

Salesforce Certification Training: Admin 201 and App Builder

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules
About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

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