Slaesforce FAQ

how to create a product using the salesforce platofmr

by Lisa Harber Published 2 years ago Updated 2 years ago
image

To develop a new product, follow these steps: On the products home page, click New next to Recent Products, or choose Product from the Create New drop-down list in the sidebar. Give your product a name.

Full Answer

What are the add-on products of Salesforce?

Add-On Products: Field Service, Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Salesforce Anywhere, Customer Lifecycle Analytics, Salesforce Surveys Response Pack The Salesforce Marketing Cloud is a digital marketing platform that helps you connect with your customers.

What is the Salesforce platform?

Previously called Force.com, the Salesforce platform is the backbone that sits across the Sales & Service Cloud that allows you to create powerful customizations to standard Salesforce products.

How to start building custom cloud apps with Salesforce platform?

With Salesforce Platform, there’s no infrastructure or software to buy, set up, and manage. With a few clicks, you can start building custom cloud apps now. Drop the manual. Hit the trail. For developers, Trailhead is the easiest way to go further with Salesforce.

Should your salesforce app be built on Salesforce Einstein?

If it’s built on Salesforce, the app is securely connected to your customer data, so sales reps have a complete view of the buyer. You could even add artificial intelligence with Einstein to predict customer behavior. For your business accounts, sales reps could use voice activation to update opportunities on the go.

image

How do I create a product in Salesforce?

Add New ProductsClick. to open the App Launcher and select Products .Click New and enter these details: Field. Details/Action. ... Click Save & New .Create another new product and enter these details: Field. Details/Action. ... Click Save & New .Create one more new product and enter these details: Field. ... Click Save .

What is Salesforce Platform product?

Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and resolve defects in cloud applications before deployment.

What can you do with the Salesforce Platform?

With the Salesforce Platform and the declarative and programmatic tools provided by the Lightning framework, you can customize app user interfaces, automate unique business processes, embed additional functionality with third-party apps, and build your own custom components.

Is Salesforce a product or a Platform?

Salesforce is a cloud-based enterprise platform offered by Salesforce.com, Inc., a global cloud computing company that provides easy-to-use Salesforce business applications that help create relevant customer experiences by staying connected with customers, prospects, partners, sales, and market services globally.

What is an advantage of the Salesforce Platform?

The Salesforce Platform lets companies have all customer data together in one place. This means companies can take full advantage of wherever the next generation of technology takes your customers and business.

What are the different products in Salesforce?

The major Salesforce products to be explored include:Salesforce Sales Cloud.Salesforce Service Cloud.Salesforce Marketing Cloud.Salesforce Community Cloud.Salesforce Platform.Salesforce Einstein.Salesforce Commerce Cloud.Salesforce Financial Services Cloud.More items...•

What are 6 benefits of Salesforce?

The 6 Greatest Benefits of CRM PlatformsTrustworthy reporting.Dashboards that visually showcase data.Improved messaging with automation.Proactive service.Efficiency enhanced by automation.Simplified collaboration.

How is Salesforce used for marketing?

Salesforce Marketing Cloud is a marketing platform that has capabilities to support many facets of marketing including multi-channel campaign execution, dynamic customer journeys, pre- and post-campaign analytics including audience building and segmentation, social media engagement and advertising, and a data ...

How many products does Salesforce have?

7 Salesforce Products that can transform your businessSalesforce Sales Cloud.Salesforce Service Cloud.Salesforce Marketing Cloud.Salesforce Community Cloud.Salesforce Analytics Cloud.Salesforce Apps Cloud.Salesforce IoT Cloud.

What language is Salesforce written in?

JavaThe Salesforce application and the force.com platform are predominantly written in Java, and some specific areas are written in other languages. Apex is only used to build applications and custom functionality on the platform, and is not the language for the core application and platform development.

Who is Salesforce biggest competitor?

The list of top Salesforce competitors include:Microsoft Dynamics 365 for Sales. ... Sugar Sell. ... Insightly. ... HubSpot Sales. ... Pipedrive. ... Oracle CX Sales. ... Pipeliner. ... SAP Sales Cloud.More items...•

What are Salesforce applications?

Salesforce ApplicationIt is a collection of tabs that work together as a single unit to give functionality.Salesforce gives standard apps such as Sales Cloud, Call Center, Salesforce Marketing Cloud, and Community.More items...•

Drop the manual. Hit the trail

For developers, Trailhead is the easiest way to go further with Salesforce. Designed as a series of fun, interactive tutorials, Trailhead takes you step by step through Salesforce, and you can start at any level.

Force.com Free Trial

Get a hands-on guided tour of our powerful tools for building cloud apps — for free — and create transformative apps for your employees with Force.com. Focus on building apps rather than infrastructure. Assemble applications with clicks or code and then instantly launch them across any device to connect with your customers, employees, or partners.

Heroku Enterprise Free Trial

Now anyone can build engaging custom apps fast. Build your app in virtually any modern programming language. Then move your app to the web with a few simple clicks and scale to meet demand with the turn of a dial.

Get started with AppExchange

Take advantage of pre-integrated apps for every role and industry. Find what you need for any department, from IT to HR, finance, ops, and more. Extend the power of the platform with more than 2,800 apps, including hundreds of free apps, from our AppExchange — the leading business app marketplace.

Developer Resources

Are you a developer looking to go deeper with Salesforce Platform? Our developer pages are filled with docs, workbooks, app inspiration, and a developer community, all designed to help you build apps faster.

Become your own expert

Whether you’re just getting started or adding new skills, Salesforce University is the best way to become an expert in the world’s #1 CRM solution. From world-class training, to Salesforce-certified credentials, it’s all here.

Make Salesforce Platform work for you

See how 12 IT visionaries are transforming their organizations — and how you can, too.

Why is it important to know how to build an app?

Knowing how to build an app can also transform your business processes. Apps can be built to manage anything that you’d normally put into a spreadsheet. The good news is, there are low-code solutions that make it much easier for everyone to build the apps they need. Low-code app-building solutions aren’t just available;

How to build an app?

Build the app. Once you’ve found the right solution to build your app, start building it. Take your wireframes, ideation, and research, and get to work . With the right solution, you can easily drag and drop elements and build your app with very little or no code.

Can you build a mobile app for selling cars?

If you sell cars, for instance, you can quickly build a mobile app that enables sales reps to take pre-orders on a new car. With a low-code mobile builder and a rich set of mobile services, you can easily drag and drop features into the app.

Is there a skill gap in app development?

There’s a scarcity of talent. While apps are a necessity, unfortunately, there aren’t enough people out there who are skilled at building them. The skill gap is significant, and many believe it’s growing. In fact, 54% of IT organizations project a mobile app development skill gap in 2019, compared to 48% in 2017.

Introduction

Ursa Major Solar, a Southwest US-based supplier of solar components and systems, has expanded to global markets and just hired Ian Lin as its new VP of International Sales. Right out of the gate, Ian has been given quotas for his sales team to sell the company’s new ground-mounted solar panels.

Launch Your Trailhead Playground

You complete this hands-on project in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window. Keep the playground open while you do this project.

Create Sales Role and User Accounts

Before building the framework the sales team needs, create a sales role to be use for adding the team's sales reps.

Set Up New Currencies

Because Ursa Major’s new solar panels are sold both internationally and in the US, it’s necessary to assign more than one currency to the products. Before you can do this, you must enable the Multiple Currencies feature.

Create New Product Families

Next, create product families to help categorize and organize Ursa Major’s services and products.

Add New Products

You’ve set up multiple currencies and created product families. Now you’re ready to add products.

Create Standard Price Books

When you create a product in Salesforce, you add a standard selling price to it using price books. These keep track of your company’s products and their prices. You can add products and prices to the standard price book, or you can create custom ones.

What is Salesforce Cloud?

The Salesforce Service Cloud is a CRM that supports a business’s customer support team. It helps customers get in touch with a company via email support, live chat, or phone, and then helps the customer agent find and process a resolution to the customer issue.

What is Commerce Cloud?

Commerce Cloud enables retailers to start selling online as quickly as possible. Powered by Salesforce CMS, Commerce Cloud has 100’s of out of the box features that allow B2C & B2B retailers to create amazing online experiences for their shoppers.

What is Experience Cloud?

Experience Cloud is on a low code platform, that means you can create beautiful platforms using mostly drag and drop functionality.

What is customer 360?

Customer 360 Audiences, previously called Salesforce DMP, provides one platform to unify all of your customer data. You can create segmented lists of your customers, and easily slice and dice the data further, even if your customer audiences are in the millions.

What is a journey builder?

If you’re working in the B2C Marketing space, then Journey Builder is the tool you need to be looking at. This tool enables you to build powerful marketing journeys to give customers a personalized experience.

What is Datorama marketing?

All of your marketing platforms are generating a huge amount of data. Datorama unifies all of your marketing tools so you have one source of truth. This provides holistic reporting, measurement, and optimisation.

What is interaction studio?

Interaction Studio provides a whole new level of personalisation for you and your customers. By listening to the kind of actions your customers are performing on your website, Interaction Studio can modify messaging on your web pages, to tailor the experience to the kind of products and services they are interested in.

Develop meaningful experiences and navigate change faster on a trusted, intelligent platform

Develop meaningful experiences and navigate change faster on a trusted, intelligent platform.

Start building your own great apps on Salesforce

Sign up for a free trial or learn more about building apps the easy way with Trailhead.

Schedule Enabled Flags

When enabling the schedules feature, orgs can decide whether to enable quantity schedules, revenue schedules, or both. In addition, you can use the API to control quantity and revenue scheduling at the product level via the CanUseQuantitySchedule and CanUseRevenueSchedule flags.

Default Schedule Fields

The remaining schedule fields for this object define default schedules. Default schedule values are used to create an OpportunityLineItemSchedule when an OpportunityLineItem is created for the Product.

Usage

Use this object to define the default product information for your org. This object is associated by reference with Pricebook2 objects via PricebookEntry objects. The same product can be represented in different price books as price book entries.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9