SALES FORCE + CLOUD

 

Salesforce management systems (also sales force automation systems (SFA)) are information systems used in customer relationship management (CRM) marketing and management that help automate some sales and sales force management functions. They are often combined with a marketing information system, in which case they are often called CRM systems.

An SFA, typically a part of a company’s CRM system, is a system that automatically records all the stages in a sales process. SFA includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that may be needed. This ensures that sales efforts are not duplicated, reducing the risk of irritating customers. SFA also includes a sales lead tracking system, which lists potential customers through paid phone lists, or customers of related products. Other elements of an SFA system can include sales forecasting, order management and product knowledge. More developed SFA systems have features where customers can actually model the product to meet their needs through online product building systems. This is becoming popular in the automobile industry, where patrons can customize various features such as color and interior features such as leather vs. upholstered seats.

An integral part of any SFA system is company-wide integration among different departments. If SFA systems aren’t adopted and properly integrated to all departments, there might be a lack of communication which could result in different departments contacting the same customer for the same purpose. In order to mitigate this risk, SFA must be fully integrated in all departments that deal with customer service management.

SALESFORCE – OVERVIEW

  • Architecture of Salesforce
  • Environment

SALESFORCE – SALES CLOUD

  • Key Features of Sales Cloud

SALESFORCE – SERVICE CLOUD

  • Key Features of Service Cloud
  • Navigating Setup

SALESFORCE – STANDARD OBJECTS

  • Standard Objects
  • Important Standard Objects
  • Custom Objects

SALESFORCE – MASTER DETAIL RELATIONSHIP

  • Features of Master-detail Relationship
  • Creating Master-detail Relationship
  • Salesforce
  • Lookup Relationship

SALESFORCE – CONTROL ACCESS ORGANIZATION

  • Levels of Data Access
  • Create and Manage Users
  • Set Password Policies
  • Restricting Access from IP Address
  • Schema Builder

SALESFORCE – CONTROL ACCESS OBJECTS

  • User Profiles
  • Permission Sets

SALESFORCE – CONTROL ACCESS RECORDS

  • Record Sharing Mechanism
  • Control Access Fields

SALESFORCE – CREATE A ROLE HIERARCHY

  • Defining a Role Hierarchy

SALESFORCE – DEFINE SHARING RULES

  • Steps to Create Sharing Rules
  • Automate Business Processes
  • Importing Data
  • Exporting Data
  • Reports

SALESFORCE – DASHBOARDS

  • Salesforce

SALESFORCE – VISUALFORCE PAGES

  • Creating a Visualforce Page
  • Adding Components

SALESFORCE – VARIABLES & FORMULAS

  • Using Formula Fields
  • Standard Controllers

SALESFORCE – RECORDS, FIELDS & TABLES

  • Display Fields

SALESFORCE – USING FORMS

  • Creating Input Form
  • List Controllers
  • Static Resources
  • Create & Edit Lightning Components
  • Attributes & Expressions