What is Salesforce?
Sales force is designed to help businesses improve customer engagement and satisfaction, increase sales and revenue, and streamline their operations.
What is Cloud?
The term Cloud refers to a Network or Internet. Cloud can provide services over network i.e., on Public Networks or on Private Networks i.e., WAN – Wide Area Network, LAN – Local Area Network. Applications such as Email, Web Conferencing, Customer Relationship Management (CRM), all run in cloud.
What is Cloud Computing ?
Cloud computing is nothing but Internet computing. Storing and accessing the data over the Internet.
Cloud Computing Architecture ?
Cloud Computing Architecture comprises of many cloud Components, each of them is loosely coupled. We can broadly divide the cloud architecture into two parts:
Front End: Front End refers to the client part of the computing system. It consists of interfaces and applications that are required to access the computing platforms.
Example: Web Browser
Back End: Back End refers to the cloud itself. It consists of all the resources required to provide cloud computing services. It comprises of huge Data Storage, Virtual Machines, Security Mechanism, Services, Deployment Models, Servers etc.
Software as a Service (SaaS)
SaaS (Software as a Service) is an application hosted on a remote server and accessed through the Internet.
(Software as a Service) Example :
1. Yahoo, Hotmail, Gmail – Web based Mail
2. CRM Application – MSCRM , SFDC
Infrastructure as a Service (IaaS)
Infrastructure as a Service is a provision model in which an organization outsources the equipment used to support operations, including storage, hardware, servers and networking components. The service provider owns the equipment and is responsible for housing, running and maintaining it. The client typically pays on a per-use basis. Infrastructure as a Service is sometimes referred to as Hardware as a Service (HaaS)
Example of IaaS :
Platform as a Service (PaaS)
Platform as a service (PaaS) is a category of cloud computing services that provide a computing platform and a solution stack as a service. In the classic layered model of cloud computing, the PaaS layer lies between the SaaS and the IaaS layers. PaaS services include application design, development, testing, deployment, and hosting. Other services include team collaboration, web service integration, database integration, security, scalability, storage, state management, and versioning
Example of PaaS :
Anything-as-a-Service (XaaS)
What are the Benefits of Cloud Computing?
- Lower cost
- Lower risks
- Higher profit margins
- Higher security
- Collaborative
- Better performance
- Reliability
- Simplicity
- Scalability
• Cloud is not secure.
• You lose control with the cloud.
• We won’t need PCs any more with cloud computing.
• Cloud is not reliable.
• The cloud will give you performance problems.
What is CRM ?
- It Stands for Customer Relationship Management
- CRM is a strategy for managing a company's Interactions with clients and sales prospects and ensuring the "connect" sustains through out the relation
- Discover new customers
- Increase customer revenues
- Provide better customer services
- Sell products more effectively
- Help sales staff close deals faster
- Make call centers more efficient
- Simplify marketing and sales processes
Salesforce Architecture?
Salesforce CRM service is broken down into several broad categories which are:
• Chatter
• Sales Cloud
• Service Cloud
• Data Cloud
• Marketing Cloud
• Collaboration Cloud
• Analytics Cloud
• Custom Cloud including Force.com
What is Sales Cloud?
Sales Cloud is a specific Salesforce application designed to help organizations sell smarter and faster by centralizing customer information, logging interactions, allowing for collaboration across teams, and automating many kinds of tasks. It puts all of your customer and prospect information in one place, giving sales teams the ability to be more productive.
What’s the difference between Sales and Service Cloud?
There are many similarities between Sales Cloud and Service Cloud—they both share critical features like Accounts and Contacts, and some basic Case Management functionality. Sales Cloud is focused on offering functionality to sales reps and sales managers, with a focus on account acquisition, the sales funnel, and closing deals.
But that doesn't mean Sales Cloud is only about closing deals—it can also support other teams, too. For example, Customer Success teams can leverage cases in Sales Cloud to onboard new customers and manage requests from customers that may not fall in a typical “Customer Support” space.
On the other side, Service Cloud has tools and functionality that is geared toward providing support teams with advanced case management features. A key feature in Service Cloud is support for Omni-channel, allowing for teams to handle support from customers, wherever they need you.
Key Features of Sales Cloud or Who can benefit from Sales Cloud?
Account Management
Contact Management
Opportunity Management
Salesforce Engage
Lead Management
Reports and Dashboards
Sales Forecasting
Workflow and Approvals
Territory Management
Files Sync and Share
Sales Performance Management
Partner Management
Types of Salesforce Environment?
There are three types of Environments:
• Production Environments
• Development Environments
• Testing Environments
What are the Editions in salesforce?
- Personal Edition
- Group Edition
- Professional Edition
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
- Contact Manager Edition
Licenses in sales force?
- Sales force Users
- Sales force platform and Lightning platform Users
- Chatter plus users (Chatter Only), Chatter Free users, Chatter External Users
- Customer community, customer community plus, partner community external users
- portal users who are a member of a sales force community
- Permission set licenses grant more granular control because the user needs both a permission set license giving them the right to use a feature or certain features and a permission set describing what they can do with it.
- There's validation involved when assigning the permission set to user. So if I create a permission set with permissions that requires a specific permission set license I cannot assign the permission set to a user unless they also have the related permission set license.
- A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions. Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.
| Permission Set License | Description |
|---|---|
| Customer Community for Financial Services | Allows the customer community user to access Financial Services Cloud features. |
| Customer Community for Financial Services - Login | Allows the login-based customer community user to access Financial Services Cloud features. |
| Customer Community Plus for Financial Services | Allows the customer community plus user to access Financial Services Cloud features. |
| Customer Community Plus for Financial Services - Login | Allows the login-based customer community plus user to access Financial Services Cloud features. |
| External Apps for Financial Services | Allows the external apps user to access Financial Services Cloud features. |
| External Apps for Financial Services - Login | Allows the login based external apps user to access Financial Services Cloud features. |
| Permission Set License | Description | |
|---|---|---|
| Financial Services Cloud Basic | Enables user access to a permission set license with contractual restrictions for Financial Services Cloud. Use this permission set license to grant restricted access to users like tellers. | |
| Financial Services Cloud Standard | Enables user access to Lightning components and the standard version of Financial Services Cloud. Use this permission set license to enable access to users like advisors and personal bankers. | |
| Financial Services Cloud Extension | Enables user access to Lightning components and the extended version of Financial Services Cloud. Includes Financial Services Cloud features released in Summer ‘20 and later. Includes access to Actionable Relationship Center, Branch Management, and Compliant Data Sharing. | |
| FSC Insurance | Enables user access to the Access Insurance Lightning Components, Access Insurance Objects, and Access Life Events or Business Milestone Component permissions. Use this permission set license to enable access to users like agents or producers. | |
| Action Plans | Enables user access to the Action Plans feature and read access to Action Plan Template and Action Plan objects. | |
| Client Segmentation | Enables user access to Download Analytics Data, Install Analytics Templated Apps, Manage Analytics Templated Apps, and Use Analytics templated Apps permissions. | |
| Document Checklist | Enables user access to the Document Checklist feature in Financial Services Cloud. | |
| Mortgage | Enables user access to the Mortgage feature in Financial Services Cloud. Use this permission set license to enable access to users like loan officers and underwriters. | |
| Financial Services Cloud Foundations | Enables user access to Financial Services Cloud Foundations features. Grants access to record alerts. | |
Different types of Sales force URL's?
- Creating Developer account
- Production
- Sandbox
- 1 -day
- Salesforce updates client schedules for your sales window.
What skills does a Salesforce admin need?
Here are the Salesforce skills an admin should have.
- Automation - Creating and maintaining processes to execute repetitive activities.
- User management - Creating and assigning users, managing permissions and licenses, and more.
- Data management - Directing how data is stored, gathered, analyzed, and used.
- Security - Ensuring that only the appropriate users have access to the relevant data in order to protect the company and its assets.
- Reporting - Creating and managing data visualizations.
- Change management - Guiding people through upgrades or modifications to past processes.
- Troubleshooting - Resolving org and user issues.
Explain Guest users?
Guest users are the users who do not have user accounts in our organization. They are also known as unauthorized users as they do not have to log in. We can make the pages accessible. Unauthorized users can create or edit the records.
Generally, we have various limitations and considerations for assessing. Yet, we can use this feature for solving use cases, and we do it financially because the guest user licenses are free.
What are the Salesforce subsidiaries?
The following are the major subsidiaries of Salesforce:
- Tableau
- Pardot
- Heroku
- Mulesoft
- Demandware Inc
- SalesforceIQ
What is the Fiscal year in Salesforce?
The Fiscal year is known as the starting and ending date of a company's financial year. We have two types of financial years in Salesforce which are as follows.
- Standard fiscal year
- Custom fiscal year
What can cause data loss in Salesforce?
There are many things that can contribute to data loss in Salesforce. Which includes :
- Migrating to number, percent, and money, from other data types.
- When you change the date and time
- Migrating to multi-select picklist from any other type but except picklist.
- Moving from Checkbox, auto number,multi-select picklist to any other types.
- Changing text area to phone, URL, email, or text.
- Use the standard fiscal year
- Data Export Service
How to look at the user license information in Salesforce Org?
Steps to find out the user license:
Salesforce Org → Setup → Administer → Company Profile → Company Information.