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01
Introduction to
Salesforce
04
02
Basic Concepts:
Salesforce
03 Further Learning
Demo:
Salesforce APP

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Introduction to Salesforce

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What is CRM?
Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and
potential customer, employee management, manage customer’s data, and customer service.
Customers Data Customers Relationship Employee Management Customer Service

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Introduction to Salesforce
Salesforce is a customer relationship management solution that brings companies and customers together. It's one
integrated CRM platform that gives all your departments including marketing, sales, commerce, and service a single,
shared view of every customer.

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Basic Concepts : Salesforce

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What is a Salesforce App?
An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors:
Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and
managed in Lightning Experience.

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Objects & Fields
Think about a collection excel sheets as a database. In Salesforce, database tables are thought of as objects, we
think about columns as fields, and rows as records. So instead of an account spreadsheet or table, we have
an Account object with fields and a bunch of identically structured records.
Highlited in blue is records
Highlited in pink is field
Entire sheet can be thought of as
one object

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Types of Objects
Salesforce supports various different types of objects. There are standard objects, custom objects, external
objects, platform events, and BigObjects but for our purpose we will be focusing on two types of bject.
Standard Custom
Types of object

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Standard Objects
Standard objects are objects that are pre-made and available with Salesforce.
Common business objects like Account, Contact, Lead, and Opportunity are all
standard objects.
Standard object
Custom object
Example of standard objects

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Custom Objects
Custom objects are objects that you create to store information that’s specific to
your requirements , it can be based on the company or industry requirement.
Standard object
Custom object

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App Pages
You can use an app page to create a home page for a third-party app that you can add directly into the Salesforce
mobile app and Lightning Experience navigation menus. Your users then have an app home page where they can
quickly access the most important objects and items.

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DEMO

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Further Learning

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