What is Salesforce: A Beginner’s Guide

No matter what industry you work in, it’s unlikely that you haven’t heard of Salesforce. But you may also be wondering, “what is Salesforce CRM?”

Headquartered in San Francisco, Salesforce is a cloud computing company that was founded in 1999 by Marc Benioff, the company’s chairman, and CEO. Salesforce arguably created the modern software-as-a-service (SaaS) market with its customer relationship management (CRM) offering.

Gain hands-on expertise in managing and developing apps for one of the most popular CRM products with the Salesforce Admin & App Builder Course.

What Is Salesforce Used For?

Salesforce is a multi-solution platform that is designed to help businesses with just about anything. As the official Salesforce website puts it, Salesforce works to “bring companies and customers together.” Whether you’re promoting a service, selling a product, or organizing a community, Salesforce helps keep track of all customer and client information and interactions, ensuring that nothing falls through the cracks. For instance, it can be used to help engage more with current and past customers by sending targeted and personalized messages.

Things Salesforce enables include:

  • Managing your contacts
  • Keeping track of leads
  • Generating reports
  • Setting up and personalizing email marketing campaigns
  • Managing social engagements
  • Managing eCommerce
  • Maintaining records of interactions with customers
  • Integrating with third-party software

For those working with Salesforce, a typical day-in-the-life varies based on your specific duties and job title. For example, a Salesforce developer creates new products and features in a sandboxed environment. A Salesforce administrator is an expert at deploying and managing the platform. Responsibilities may include cleaning up old data, user maintenance, and providing support to other team members.

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What Are the Benefits of Salesforce?

For companies looking to get rid of the messy mix of multiple legacy apps and systems, Salesforce is a great solution to migrate to. The platform enables companies to consolidate critical apps and systems in a single easy-to-use platform. In one example, many companies now offer multiple types of customer support through live chat, phone, email, and social media. All of these services would require different technologies on the back end which can become unmanageable fast. With Salesforce APIs, the disparate management of these services can be unified in one management console. This simplifies customer service and improves response times. No less beneficial, companies can use Salesforce APIs to integrate with legacy, business-critical systems like ERP and other databases.

Another significant advantage is that Salesforce automates the mundane tasks administrators used to waste a lot of time on. This helps increase productivity and boost sales. It also enables IT talent to work on more strategic products.

Salesforce also has many features to keep critical data secure for businesses of all sizes. Further, vertical-specific offerings ensure that companies in highly-regulated industries comply with government regulations.

Evaluate your skills in Salesforce with the Salesforce Admin & App Builder Practice Test. Try it now!

How Does Salesforce Work?

Depending on the needs of the business, Salesforce has a wide range of products to choose from. If you’re looking to upskill in sales, Salesforce offers Sales Cloud, Essentials, CPQ, Billing, Pardot, and Partner Communities. Want to advance eCommerce? They have B2C Commerce, B2B Commerce, and Order Management. Is Analytics your thing? Einstein Predictions and Einstein Analytics Plus are Salesforce's tools for that. There are many more, too. You can also mix and match different products for a more comprehensive business solution. The point is, Salesforce does something for everyone.

Check out the following video to learn about Salesforce -

Get Certified in Salesforce By Enrolling in Our Course

Salesforce holds nearly 20 percent of the global CRM market, which means there are plenty of exciting opportunities to upskill in either Salesforce development or administration or both, there is the Salesforce Platform Developer I Certification Training and the Salesforce Administrator Certification Training Course. If you’re interested in the latter, Simplilearn’s Salesforce Administrator & App Builder Certification Training can provide you with the training and related credentials you need to thrive in any company. 

A course that offers hands-on training with Salesforce’s latest platform version, Lightning, students learn everything they need to master the development of Salesforce apps and administration. With 64 hours of blended learning and 30 hours of hands-on practice, students learn core administrative features of the platform. Students learn the fundamentals of Lightning Components, including the capabilities of Lightning Components, how to install Lightning Components, and how Lightning Components compares to Visualforce. Our course also allows students to work on four different projects with 28 case studies. 

The program also prepares students for both Salesforce certification exams through practice tests and quizzes at the end of each course chapter. What also makes our course unique is that we offer different solution options. For example, you can enroll in our online Flexi-Pass program that includes a blend of both self-paced learning and instructor-led live virtual classrooms. If you’re only looking for something that’s not quite as structured, we also offer a self-paced learning option. If you have an entire team that is going to be using Salesforce and you want to ensure they’re getting the most out of the platform, we also offer corporate training solutions. 

Need a refresher on something? Even after the course is completed, students will receive lifetime access to class recordings and self-paced learning.

Get started with your Salesforce training and prepare for your certification by enrolling today!

About the Author

SimplilearnSimplilearn

Simplilearn is one of the world’s leading providers of online training for Digital Marketing, Cloud Computing, Project Management, Data Science, IT, Software Development, and many other emerging technologies.

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