What do I need to know to get started with Salesforce?
As you get started with Salesforce, it’s helpful to learn some key concepts and terms. They come up frequently when you interact with the product, our documentation, and our service professionals. The concepts and terms here help you understand how Salesforce works.
How do I download the Salesforce PDF documentation and online training?
The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. •Adobe Reader—For viewing PDF documentation. Go to the Adobe Reader download page to download a free copy. •Macromedia Flash Player —For taking online training courses.
How does Salesforce work?
The concepts and terms here help you understand how Salesforce works. The Salesforce Admin The Salesforce administrator—or “admin” is a Salesforce user with system administration duties and other super powers. Admins are responsible for setting up Salesforce for their organizations and making sure it runs smoothly.
What software do I need to read Salesforce documentation?
EDITIONS Available in: Salesforce Classic (not available in all orgs) Available in: All editions except Database.com The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. •Adobe Reader—For viewing PDF documentation.
What is Salesforce CRM?
Salesforce started as a cloud based solution for CRM. CRM stands for Customer Relationship Management. It involves managing all aspects of relationship between an organization and its customers. For example, the contact details of the customer, the deals that are in progress or already completed, the support requests from a customer or a new lead from a new customer. Beyond the customer related information, it also involves storing and managing the details of the people and the concerned department from the seller organization that is managing the customer’s account and needs. This makes it easy to manage and enhance the relationship with the customer and hence better growth for the organization.
Why is the availability of reports and dashboards important?
The availability of reports and dashboards gives a very detailed picture of the business scenario and also increases accuracy of sales forecasting. So the business decisions are taken quickly.
Why is a unified platform for managing all cases assigned to an agent?
It is a unified platform for managing all cases assigned to an agent so that it can help in prioritizing the tasks at hand. This also helps give personalized experience to the customer of each case.
Does Salesforce require software?
As Salesforce is a cloud based system it does not need any software installation on your part. All you have to do is signup for a free trial and get started. The free trial account provides nearly all features which you need to learn to understand the basics of Salesforce platform. Let us now discuss the steps to get started with the Salesforce environment.
