Learn Salesforce from Beginning Salesforce Data Model- Part 2

Salesforce Data Model

In todayʻs post, we will learn about Sales Cloud features and data model.

Sales Cloud

Manage contacts and track opportunities from any desktop or device with  the world’s #1 CRM solution. Grow your accounts faster, find new customers faster, and close deals faster — from anywhere.

Few key Features

•         Account and Contact Management
•         Opportunity Management
•         Lead Management
•         Reports and Dashboard

Account and Contact Management

Few key Features

• 360 degree view of customer details
•  Activity history
•  Key contacts
• Opportunity details
• Customer communications
• Internal account discussions
• Store Customers information

Opportunity Management 

• Complete view of your team’s deals with Opportunity Management.
• See stage, products, competition, quotes, and more.
• Stay connected to the people and information you need to close every sale.
• Close Deals.

Lead Management

•        Track your leads from click to close, while continually optimizing your campaigns across  every channel. 
•         Make smarter decisions about where to invest your money.
•         Automate Lead Management
•         Capture leads from different sources like Email, Website, trade shows

 We do have Standard objects available in Salesforce. It allow us to create custom object as well.

•  Account :- This is the main object in Salesforce. We Store partners and our customer information in this object.
• Contact :- Store Employee details of our customers. This has parent- child relationship with Account.
• Opportunities :- Track and manage potential deals.
• Campaign :-Manage and track marketing campaigns which we run to promote our product. 
• Lead  :- Prospect to whom we can sell our product.
• Solution :- Keep prefined solutions of the issues generally customer faces
• User :- Individual who works in our company
• Case :- Log complaints raised by customers
• Quote :- Represents the proposed price of the product.
• Orders :- Use to track customerʻs request for product and services.
• Products :- Use to keep items and services which we sell to customers.
• Price Book :- Refer to price of the product and services we sell to customers.

 You can sign up for free developer edition from here. We can look into all standard objects, their relationships from developer editions.

 We will learn about Custom objects in next post.

Learn Salesforce from Beginning- Part 1

Today, I am going to start writing a new series for students, professionals who are new to Salesforce and want to learn it from scratch. I will share all my experience which i gained in last 14 years.

Salesforce Introduction

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. This company is founded by Marc Benioff and Parker Harris in 1999. Salesforce is Customer Relationship Management solution which helps companies to provide solutions for all customer needs. It provides a platform which allows all your departments including Sales, Purchase, Marketing, IT work together to achieve the target. They can have 360 degree view of all customer details. 

Salesforce provides a new way to run your business. By using Salesforce Mobile App your executives run the business from anywhere. They can take important decisions on mobile while travelling to office. Salesforce provides lots of out of box features which you can use to run your business.

Key Benefits

1. Generate leads and create opportunities to bring new business
2. Help customers in resolving their day to day issues with the help of Case Management.
3. Set up communities for customer engagement
4. Connect with coworkers with Chatter. 
5. Marketing Cloud to manage customer journey

Architecture

Salesforce is based on multi-tenant architecture which can be compare with big building. The building has many floors and each floor has multiple flats. All the people living in different flats in this society shares resources like water, electricity, power backup. In the similar manner, Salesforce provides core set of services to their customers and customers can trust on Salesforce for keeping their data secure. Also, you will get the latest features, upgrades automatically three times in a year. You do not need to install any software on your machine to start working on it. Only you need username to work on Salesforce. Rest everything is taken care by Salesforce.

Salesforce Ecosystem

Salesforce has largest community more than 10 millions worldwide.
Salesforce has free learning tool Trailhead.
AppExchange - We can install pre-built applications developed by Salesforce partners in our orgs. These offerings are available ( free/paid)

Salesforce offers different products. Depending on our business need, we can buy licences from Salesforce.

1. Sales Cloud
2. Service Cloud
3. Marketing Cloud
4. Commerce Cloud
5. Community Cloud
6. Einstein Analytics
7. Mulesoft

In next post, we will learn Salesforce data model, metadata and features.

Key Lightning Features in Winterʻ20 - Part 2

1. Access Recycle Bin in Lightning experience

We can access Recycle bin in lightning. We can delete my or organizationʻs records permanently. At the same time we can restore back records in org. This was much needed feature. Earlier we need to navigate back to classic to access Recycle bin.

The org’s Recycle Bin is called Org Recycle Bin (1). The classic name is All Recyle Bin.

Restore records by clicking Restore (2) instead of Undelete in Salesforce Classic.

Permanently delete records by selecting them and clicking Delete (3) versus Undelete or Empty in Salesforce Classic.

You can’t restore reports and dashboards. Switch to Salesforce Classic to access them in the Recycle Bin.

2. Turn on Lightning Experience

Salesforce is turning lightning experience on a rolling basis in Winterʻ20. All orgs will receive in-app prompts with recommended action to take before the critical update.

We can use Lightning Experience Transition Assistant for step-by-step guidance and tools.

We can also get answers of our lightning related questions from ohana using chatter group Lightning Now

3. Lightning experience Configuration converter

We can streamline and automate common transition tasks using Lightning experience configuration converter.

Refer Release document

4. Salesforce Mobile App

Admin can create mobile experience for their users which will ease their tasks. Salesforce users will get unified experience working across mobile and desktop. Refer Release Document.

My favorite Opportunity features in Winterʻ20 - Part1

1. Sort Products on Opportunities

Now, we can sort products on opportunity related list. earlier products used to display in the order they appear. Sort order of the products will get updated during sync if related opportunity or quote record get updated.

Screen 1

 Earlier this features was available in classic only. Refer screen 2.

Screen 2

2.  Add Products faster in Opportunities in lightning

Reps can add products in less time with the use of dependent picklist as they create opportunity. They do not need to visit individual opportunity to complete fields. Sales Reps can edit the fields if they are using dependent picklists in the multiline editor for opportunity products. Previously, dependent picklist fields were read-only. Refer Screen 3

Screen 3

3. View Teamʻs Opportunities with one click

Sales managers can view their teamʻs opportunities with new list view "My teamʻs opportunities" which is based on role hierarchy. 

On the Opportunities page, click the filter icon for filtering a list view, and then Filter by Owner. Then select My team’s opportunities. Click Done. Refer Screen 4

Screen 4

Refer Winterʻ20 Release notes from here.

Winterʻ20 Sandbox preview details can be checked from here.