[Link] Is Salesforce?

Salesforce is your customer success platform, designed to help you sell, service,
market, analyze, and connect with your customers.

[Link] is a CRM?
CRM stands for Customer Relationship Management. This technology allows you to
manage relationships with your customers and prospects and track data related to all of
your interactions. It also helps teams collaborate, both internally and externally, gather
insights from social media, track important metrics, and communicate via email, phone,
social, and other channels.

●​ In Salesforce, all of this information is stored securely in the cloud.

3.
Record An item you're tracking in your database; if your data is like a spreadsheet,
then a record is a row on the spreadsheet

Field A place where you store a value, like a name or address; using our
spreadsheet example, a field would be a column on the spreadsheet

Object A table in the database; in that spreadsheet example, an object is a tab on

the spreadsheet

Org Short for “organization,” the place where all your data, configuration, and
customization lives. You and your users log in to access it. You might also
hear this called “your instance of Salesforce”

App A set of fields, objects, permissions, and functionality to support a

business process

➔​ But unlike an actual spreadsheet, Salesforce data is stored in our trusted, secure
cloud and has an easy-to-use interface, which you can access both from the
desktop and your mobile device. And using point-and-click tools, you can easily
import your data into Salesforce.
➔​ In salesforce Accounts are the companies you’re doing business with
➔​ Contacts are the people who work at an Account.
➔​ Leads are potential prospects/users. You haven’t yet qualified that they're ready
to buy or what product they need. You don’t have to use Leads, but they can be
helpful if you have team selling, or if you have different sales processes for
prospects and qualified buyers.
 ➔​ Opportunities are qualified leads that you’ve converted. When you convert the
Lead, you create an Account and Contact along with the Opportunity.

4. What is Lighting Experience?​

Lightning Experience is a modern, productive user experience designed to help
your sales team close more deals and sell faster and smarter.
★​ When we’re talking about Lightning Experience, we’re talking about pages
in Salesforce optimized for sales use. We’re talking about new features
that help your sales reps focus on the right deals and the right activities,
every time they log into Salesforce. We’re talking flexible, interactive tools
that the sales rep can use to visualize data on the fly and work deals in
flight.
★​ Remember, an app is a collection of fields, objects, permissions, and
functionality that supports a business process. So different roles in your
organization will use different apps.
★​ Admins can create custom apps for various types of users, so you can go
to the places you use most often with a single click.​

[Link] (In the salesforce interface):

What might a typical day look like for your sales team? Most likely they’re making
connections with customers, working on deals, and monitoring business opportunities.

★​ Home is a modern, intelligent home page, featuring a number of tools to help

your sales team start their day fast. From Home, sales reps can monitor their
performance to goal and get insights on key accounts. They can also access the
Assistant, a list of things to do and places to be.
●​ Use the Performance Chart to monitor how close you are to crushing your
number
●​ Get insights fast with News and social highlights
●​ Use the Assistant to identify exactly what you need to be doing today
●​ Focus your selling activities on your Top Deals
[Link] Account and Contacts?​
Remember that when a lead is converted, an account and contact are also
created in Salesforce

An account is a company you’re doing business with, and a contact is someone

who works at that account. Whenever your sales reps drill into an account or
contact, they need to find the details they’re looking for quickly, but they probably
don’t need to change those details all that often. So we’ve optimized the layout
for these pages for quick reference, allowing your sales reps to find information
and gather insight at-a-glance.

●​ Get the latest news for your customers with integrated Twitter and News
●​ Work smarter and keep your data clean with field-level duplicate matching
●​ Locate important data efficiently with a layout designed specifically for
quick reference
Note: If you remember the definitions that we reviewed at the start of this unit,
opportunities are leads that are qualified to buy.
While your sales team will only occasionally update account records, it’s quite likely
that they’ll update opportunity records several times throughout the workday.

[Link] is the Opportunity Kanban?

Sales reps can use the Opportunity Kanban, a visualization tool for opportunities, to
review deals organized by each stage in the pipeline. With drag-and-drop functionality,
sales reps can move deals from one stage to another, and get personalized alerts on
key deals in flight.

●​ Visualize your deals at each stage in the sales cycle

●​ Move deals between stages using drag-and-drop functionality
●​ Set up alerts to notify you when action is needed on a key deal
●​ Quickly create filters to slice your data how you want
[Link] are Reports and Dashboards in salesforce?
The reports are a list of records that meet the criteria you define. But unlike list views,
with reports you can apply more complex filtering logic, summarize and group your data,
perform calculations, and create more sophisticated visualizations of your data using
dashboards.

9. What to do when I Can’t able to Find What You’re Searching For?

●​ If you get too many results, try using more—and more specific—search terms.
●​ Check whether the object or field is searchable.
●​ Make sure that you have access to the record. Search only returns results you
have permission to view.
●​ If you recently created or updated the record, wait a few minutes for the record to
be indexed. If you can’t find your record after 15 minutes, contact your admin

10. What’s a Package in terms of salesforce or software?

A package is a set of pre-created configurations and developments. At various points in

your Trailhead learning journey, you may need to install a package in order to complete a
challenge or work through the steps in a badge.

Packages allow us to load sample data, custom objects and fields, or just about
anything else into your Trailhead Playground.
Notes: You might think that Salesforce is just a CRM It stores your customer data, gives
you processes to nurture prospective customers, and provides ways to collaborate with
people you work with. And it does all those things. But saying that Salesforce is “just a
CRM” is like saying a house is just a kitchen. There’s a lot more to it than that.

➢​ You already know that you can use the Salesforce platform to develop custom
objects and functionality specific to your business.
➢​ Developing without code is known as no-code (or declarative) development.
With no-code development, you use forms and drag-and-drop tools to perform
powerful customization tasks. The platform also offers programmatic
development, which uses things like Lightning components. But if you’re not a
programmer, you can still build some amazing things on the platform. ​
​
CASE 1: Let’s customized first field in the salesforce page:​
Let’s start small. Nezam wants a way to quickly indicate whether a potential
home buyer is prequalified for a home loan. To make this change, Mayank
Lwants to create a prequalified checkbox on the contact object. In
Salesforce-speak, we’re adding a custom field to a standard object. Let’s see
how he does it.
1.​ From the gear icon ( ), click Setup to launch the setup page. We use Setup a
lot, so remember this step!
2.​ Click the Object Manager tab.
3.​ Click Contact.
4.​ In the Details panel, click Fields & Relationships, and then click New.
5.​ A data type indicates what kind of information your field holds. For this field, pick
Checkbox and click Next.
6.​ The Field Label is what you see on the Contact page. Enter Prequalified? and
click Next.
7.​ Click Next again to accept the default field-level security.
8.​ Check the checkbox to add the new field to all the Contact Page Layouts and
then click Save.

You just customized your first object. Great job!