Get Start with Salesforce CRM – CRM for Lightning Experience
Learning Objectives
In the wake of finishing this unit, you’ll have the option to:
- Portray what Salesforce is.
- Depict what CRM is.
- Portray key highlights of Lightning Experience.
What Is Salesforce?
Salesforce is your client achievement stage, intended to help you sell, administer, market, investigate, and associate with your clients.
Salesforce has all you require to maintain your business from any place. Utilizing standard items and highlights, you can oversee associations with possibilities and clients, team up and draw in with workers and accomplices, and store your information safely in the cloud.
Yet, standard items and highlights are just the starts. Our foundation permits you to alter and customize the experience for your clients, accomplices, and workers and effectively stretch out past out-of-the-case usefulness.
So where does CRM fit in with the entirety of this? How about we start by characterizing what CRM is.
What Is CRM?
CRM represents Customer Relationship Management. This innovation permits you to oversee associations with your clients and prospects and track information identified with the entirety of your collaborations. It likewise helps groups work together, both inside and remotely, accumulate bits of knowledge from online media, track significant measurements, and impart by means of email, telephone, social, and different stations.
In Salesforce, the entirety of this data is put away safely in the cloud. We should investigate how that functions, utilizing a model you may be acquainted with—a bookkeeping page.
How Salesforce Organizes Your Data
Salesforce sorts out your information into articles and records. You can consider objects like a tab on an accounting page and a record like a solitary line of data. How information is coordinated
You can get to objects from the route bar. Select any record to penetrate into a particular record, contact, opportunity, or some other record in Salesforce.
So what precisely are articles and records? We should require a moment to characterize those, alongside a couple of different terms you will have to know as you proceed on your Salesforce experience.
At the point when we say We mean this
Record – An thing you are following in your information base; in the event that your information resembles an accounting page, a record is a line on the bookkeeping page
Field – A place where you store a worth, similar to a name or address; utilizing our accounting page model, a field would be a segment on the bookkeeping page
Object – A table in the data set; in that bookkeeping page model, an article is a tab on the accounting page
Org – Short for “association,” where all your information, setup, and customization lives. You and your clients sign in to get to it. You may likewise hear this called “your case of Salesforce”
App – A set of fields, items, authorizations, and usefulness to help a business cycle
Thus, that is items, records, and that’s just the beginning, and now you have some knowledge into how your information is coordinated in Salesforce utilizing our bookkeeping page model. In any case, in contrast to a real accounting page, your Salesforce information is put away in our trusted, secure cloud and has a simple to-utilize interface, which you can get to both from the work area and your cell phone. Also, utilizing point-and-snap instruments, you can undoubtedly bring your information into Salesforce. Salesforce accompanies a bunch of standards articles previously set up and prepared for use.
A) Salesforce organizes your data into:
- I) Objects and records, like tabs and rows on a spreadsheet.
- II) Objects and fields, like columns on a spreadsheet.
- III) Fields and records, like different databases.
- IV) Objects and spreadsheets, like columns in a database.
B) Salesforce customer success platform:
C) Salesforce Lightning Experience:
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