Salesforce CRM Tutorial: A Beginner Guide To Salesforce

Salesforce is a cloud-based CRM platform. It is a SaaS (Software as a Service) platform offering customer relationship management services on the cloud. Being on the cloud, the Salesforce application can be accessed from anywhere at any time.

Salesforce offers is a solution as Software as a Service (SaaS) on the cloud platform. Salesforce is a completely cloud-based solution, which means the Salesforce application can be accessed from anywhere at any time, without even installing the application files. Salesforce can be accessed directly from a web browser or even from its mobile app, that is the flexibility a cloud-based platform has over the traditional platform.

Upcoming salesforce topics, you will learn salesforce Introduction, Environment setup, Salesforce database, Importing Records in Salesforce, Profiles & Permission Sets, Build Business Logic, Record Level Security & Sharing, Monitoring & Auditing, Reports & Dashboards, and AppExchange topics.

Key benefits of Salesforce

Salesforce offers multiple benefits as a CRM platform based on the cloud. Some of the key benefits are listed below:

  • It is a solution made up of extensive features for different modules such as customer management, marketing management, leads, and opportunity management, service management, contract lifecycle management partner management, and many more.
  • Anytime availability of the data and platform, as the application is offered as SaaS and PaaS.
  • Any type of organization can use Salesforce apps, right from small to SMEs to large enterprises.
  • It allows us to customize the applications as per the business needs and requirements.
  • Less overhead costs, as Salesforce provides the option of pay as you go model.
  • Increased level of customer satisfaction, with an increased level of customer retention and customer loyalty.
  • Easy integration with third-party apps.

Table of Content

This Salesforce tutorial has multiple sections and subtopics for your easy understanding. 

  • Salesforce Introduction
  • Salesforce  Developer Environment
  • Importing Records in Salesforce
  • Salesforce Profiles & Permission Sets
  • Salesforce Build Business Logic
  • Record Level Security & Sharing
  • Salesforce Monitoring & Auditing
  • Salesforce Reports & Dashboards
  • Salesforce AppExchange

Are you ready to learn Salesforce? Click Next to start your learning. 

Happy Learning !!!