SALESFORCE
Salesforce.com is a customer relationship management(CRM) solutions vendor which is based on cloud computing. It had been come into existence in March 1999, partially by former Oracle government brandy Benioff.
Salesforce CRM provides a complete solution that includes feature-rich solutions for marketing, sales, services, partner management, and community management. salesforce CRM is pay-as-you-go.
You can develop your own applications or if you need any application on demand, you can buy from app exchange. we can write own functionality on top of Salesforce configurations using visualforce pages & apex.
Services and product
Salesforce client relationship management (CRM) product, that consists of Sales Cloud, Service Cloud, selling Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, money Services Cloud, Force.com, and Chatter.
Sales cloud helps to sell products and services, manage a connection with the customer, and close more deals.
Service cloud increase agent productivity reduces service costs, gain better visibility into a service organization.
Collaboration cloud consists of salesforce chatter and radian 6 service cloud which helps to connect with co-workers, customers, and partners to share experience and information across.
Custom cloud is infrastructure used for building customized cloud application development for automation, analytics and approval processes.
Domain of success
1. Vision and strategy
- A vision for the desired state of the business is articulated by key executives and is documented and understood by all.
- A business strategy contains clear and measurable business objectives that will be achieved within a given timeframe.
2. Success metrics
- Business objectives defined in terms of measurable business value.
- Identify areas where the program is not achieving the business results.
3. Adoption
- Establish sponsorship at all levels.
- Communicate through all multiple channels.
- Build an effective training strategy for all end-users communities.
- Build a support mechanism to reinforce application usage.
4. Sponsorship and governance
- The executive sponsor is a senior executive who is responsible for the business for the success of the project.
- Allocate appropriate resources.
- Steers team decisions to influence business strategy.
5. Roadmap
- Tying the business organization’s vision and strategy with how capabilities will be deployed.
- Aligning business and IT toward common goals.
6. Processes
- Key processes are defined so that the desired business outcome is achieved.
How to load data into Salesforce?
Salesforce provides two ways to load data into objects.
One way to load data is by using the Import wizard from the setup menu and the other way is by using Data Loader.
Salesforce analytics
Reports: A report contains a set of data displayed in organized rows and columns, based on certain criteria thereby, helping to derive meaningful insights.
Dashboards: Dashboards are the graphical representation of the results from reports. There are 4 types of dashboards-table, gauge, metric and chart.
