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What is EDITION?
Any company implementing Salesforce for the first time or getting migrated to Salesforce CRM
should first choose the type of Salesforce edition based on their business need such as type, number
of users, features needed, storage etc.,.

Other words, A set of Salesforce features wrapped together in a bundle for access is what we call
Editions.

Example - For Sales Cloud, we have four editions as below.

Edition Types Comments
Essential Designed for small businesses that want to get started with a CRM system quickly.

Professional Designed for businesses requiring full-featured CRM functionality.

Enterprise Designed to meet the needs of large and complex businesses. It gives you advanced
customization and administration tools, in addition to all the functionality available in
Professional Edition.

Unlimited Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited
custom apps, increased storage limits, and other features.

Screen shot of Sales Cloud Edition (You can refer this in company website
https://www.salesforce.com/in/products/sales-cloud/pricing/)

The table below showing few differences between these editions for your reference in Sales Cloud
Features Essential Professional Enterprise Unlimited
No of Users Upto 10 Users No Limit No Limit No Limit
Lead Management No No Yes Yes
Features
Chatter Yes Yes Yes Yes

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 Automatic Email No No Yes Yes
Notification
Account and Contact Yes Yes Yes Yes
Management
Price $ 25 $ 75 $ 150 $ 300
USD/user/month* USD/user/month* USD/user/month* USD/user/month*
(billed annually) (billed annually) (billed annually) (billed annually)

How to login into Salesforce CRM?

There are 2 URLS available to login into Salesforce. They are
URL Purpose
https://login.salesforce.com/ To login into production environment
https://test.salesforce.com/ To login into test (sandbox) environment

How to get registered with salesforce CRM service?

Using Pay Edition, user can register for 30 days trial by click on option below under pricing link.

Then how to learn the salesforce platform with the help of edition that could be accessible beyond
30 days?
Using Free Edition called Developer Edition, we can register and explore the platform.

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Hence in general, Editions are of pay and free types.
Category Comments
Pay Edition Example: Sales Cloud, Service Cloud only available for 30Days Trial
Developer Edition Free Edition. This will have features closer to higher end edition of pay edition
which does not have expiry date

How to register with Developer Edition?

Step1: go to this url
https://developer.salesforce.com/signup?d=70130000000td6N

Step 2: Fill the details

Name
Email (this should be an actual email id to get userid and notifications from salesforce)
Company name
Country
User name => this should be in the format of email id.
qualifier@domainname
eg., ranjithbatch105@capitalinfo.com

Step 3: Click on "Sign me Up" Button

Step 4: Check the inbox of email provided and verify the account from the email received from
developer@salesforce.com
Step 5: provide new password and security questions then click change password

How many ways the salesforce platform can be accessible?

Using two interfaces
1. Classic
2. Lightning

Salesforce Classic is an interface used by users since the product launched. It is used to access the
salesforce platform in desktops.

Lightning Experience
This is a new redesigned interface in Salesforce that offers numerous benefits and helps sales
representatives to work faster by referring information in one page. It's also called as single page
application.

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This lightning Interface is compatible to access the salesforce application in all types of devices such
as mobile, tab and laptops.

NOTE:
Not all the features available in Classic are available in the lightning interface and vice versa. Hence
salesforce is providing the options to switch between these two interfaces.

How do you refer Salesforce Platform?

Can be referred in many ways
 Organization
 Org
 Environment
 Developer Edition
 Developer Org

How to logout from Org?

Logout option under your name at the top.

You can login back using - https://login.salesforce.com/

Now let us understand the basic features of the platform

When you logged into Salesforce Classic, you will see a drop down at the top right as shown below.
This is called Applications (also referred as “App”) .

What is App
 Short name to denote “Application.” A collection of components such as tabs, reports,
dashboards, and Visualforce pages that address a specific business need.
 Salesforce provides standard apps such as Sales and Call Centre. You can customize the standard
apps to match the way you work.
 In addition, you can package an app and upload it to the AppExchange along with related
components such as custom fields, custom tabs, and custom objects.

What is Tab?
 User interface to see Objects information in Salesforce.
 Help you in making the views which help user to see the information at a glance

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APPEXCHANGE
 AppExchange is a marketplace featuring hundreds of cloud applications created by
Salesforce customers, developers, and partners.
 Many of the applications are free and all of them are pre-integrated with Salesforce,
enabling you to easily and efficiently add functionality.
 There is dedicated URL available to access App Exchange -
https://appexchange.salesforce.com/

ABOUT SETUP MENU IN SALESFORCE

The Salesforce page also called as Setup consist of a tab bar, a navigational sidebar, and a main
window as shown below
 It is located at top right side of your Salesforce Org as highlighted above next to your Name
menu.
 It provides access to various options/tools to manage the salesforce Org, customize and develop
application.

At the top of each Salesforce page are tabs and links for navigating to major features.

1. Use the tabs to switch between objects and features. You can customize this list to suit your
needs (more on this in a bit).
2. Search to find any type of record.
3. Access user-specific customizations from the drop-down next to your name.
4. Use the Setup menu to customize Salesforce for your whole org. (You must have
administrative privileges.)
5. Access help resources and training.
6. A list of apps, each of which contains different features and tabs.

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If you’re a Salesforce administrator or developer, you use the Setup menu frequently.

SETUP SEARCH
Setup Search is at the top-left corner of Setup, above the left navigation menu. Setup Search uses
type-ahead functionality to help you jump quickly to the item you want.
For example, if you’re looking for user profiles,
You can either navigate to Administer | Manage Users | Profiles, or start typing profiles in the Quick
Find box, and Profiles appears

Also, we can do advanced search which will do the search across multiple entities in Salesforce.
Example: Let’s say you want to find a specific user. Enter part or all of the user’s name, and press
Enter. If searching for string “Ranjith”.

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Setup Search looks for your keywords across users, objects, fields, and more. In the example below,
we’ve located Email Templates, Workflow Rules, Field Updates, and Approval Processes.

Click on Setup Menu comprised of 6 different sections with various links grouped to achieve specific
need.

PURPOSE OF EACH SECTION IN BRIEF:

Section Name Purpose
Administer The Administration Setup page lists optional tasks for setting up and customizing
your Salesforce organization

Build Page lists options to customize, develop and manage applications.

Example: Visualforce page -> to access list of VF pages stored in force.com
database for particular org.

Deploy Provides links to deploy customizations from one org to another

Monitor To monitor the time dependent workflow processes, status of outbound messages
etc.,

Jobs To check the status of various scheduled jobs.

Logs Used to debug the codes and processes.

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Highlights of Salesforce Features
Chatter:
 To help share information and collaborate with Co-workers, Customers and Partners.
 A collaboration tool that helps to connect with other users in your Org.

Global Search

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Schema Builder

ABOUT USER LICENSES

• A user license determines the baseline of features that the user can access.
• Every user must have exactly one user license.
• You assign user permissions for data access through a profile.

Some of the user licenses provided by Salesforce

Name Purpose
Salesforce Designed for users who require full access to standard CRM and
Salesforce AppExchange apps.

Users with this user license are entitled to access any standard or
custom app.
Salesforce Platform Designed for users who need access to custom apps but not to
standard CRM functionality.

Users with this license can access core platform functionality such as
accounts, contacts, reports, dashboards, documents and custom tabs.
Chatter Free The Chatter Free license is for users who don’t have Salesforce licenses
but must have access to Chatter Tab.

Example
The User below David who is assigned with license – Salesforce can access the standard table such as
Account, Contact, Lead, Case etc.,

User Sam who is assigned with Salesforce Platform License can only access the tables such as
Account and Contact. He can not have access to other tables like lead, opportunity, case.

The user Raj can only have access to Chatter Tab.

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How to see which license is assigned to you?
Setup
| - Administer
| -- Manage Users
| - Users
Then click on your user name and see the field marked as below

This indicates I could access the complete features of standard CRM such as all the application,
objects and features provided by salesforce.

Where to check how many licenses are assigned and remaining in your Org?
Setup
| - Administer
| -- Company Profile
| -- Company Information

Go to section “User Licenses” to see how many licenses are available in your org and how many
has been assigned and left over?

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