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.