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    Salesforce Demo

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    kumarisai4393

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    © All Rights Reserved
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    Salesforce Demo

    Uploaded by

    kumarisai4393
    18 views13 pages

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    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    18 views13 pages

    Salesforce Demo

    Uploaded by

    kumarisai4393

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 13

    Salesforce Demo

    1. Cloud Computing:
    Cloud computing is the delivery of computing services—
    including servers, storage, databases, networking, software, and more—over
    the internet ("the cloud"). This allows businesses and individuals to access
    and use these services on a pay-as-you-go basis without needing to own or
    manage physical hardware.
    ERP (Enterprise Resource Planning):

    ERP is a type of software used by organizations to manage and integrate the


    important parts of their businesses. An ERP software system can integrate planning,
    purchasing inventory, sales, marketing, finance, human resources, and more into a single
    unified system.

    CRM (Customer Relationship Management):

    CRM refers to a system or software that helps businesses manage interactions


    with current and potential customers. CRM systems store information about customer
    interactions, track sales, manage customer data, and improve relationships by organizing
    and automating communication and processes.
    Salesforce

    Salesforce is a powerful platform for customer relationship management


    (CRM) and cloud-based applications. If you’re looking at an introduction to
    Salesforce and a roadmap for both admin and development roles.

    Salesforce Introduction

    Salesforce is a cloud-based CRM platform that offers various tools and services to
    help businesses manage customer relationships, streamline operations, and analyze data. It
    includes features for sales, service, marketing, and more, all within a customizable and
    scalable cloud environment.
    Roadmap for Salesforce Admin

    Introduction to Salesforce
    ● Overview of Salesforce: Understand what Salesforce is and its primary
    functionalities.
    ● Salesforce Architecture: Learn about the multi-tenant architecture, data model, and
    security features.

    Getting Started
    ● Salesforce Basics: Learn how to navigate Salesforce, use the user interface, and
    customize the home page.
    ● User Management: Manage users, roles, profiles, and permissions.
    Data Management
    ● Data Modeling: Understand objects, fields, and relationships.
    ● Data Import/Export: Use tools like Data Import Wizard and Data Loader.

    Automation
    ● Workflow Rules: Set up automated processes to streamline operations.
    ● Process Builder: Create more complex workflows and processes.
    ● Approval Processes: Define and automate approval workflows.
    Reports and Dashboards
    ● Creating Reports: Learn to create and customize reports.
    ● Building Dashboards: Visualize data and create interactive dashboards.

    Security and Access


    ● Data Security: Implement field-level security, object-level security, and sharing
    rules.
    ● Access Control: Manage permissions, profiles, and roles.
    Advanced Features
    ● Custom Applications: Learn to create custom objects and applications.
    ● AppExchange: Explore and integrate third-party apps.

    Certification Preparation
    ● Salesforce Administrator Certification: Study for and take the Salesforce
    Administrator certification exam.
    Roadmap for Salesforce Development

    Introduction to Salesforce Development


    ● Salesforce Platform Overview: Understand the development environment,
    tools, and languages used.

    Development Basics
    ● Apex Programming: Learn Salesforce’s proprietary programming language for
    server-side logic.
    ● Visualforce: Use Visualforce to create custom user interfaces.
    Lightning Framework
    ● Lightning Components: Develop and customize Lightning components using
    Lightning Web Components (LWC) and Aura Components.
    ● Lightning Experience: Transition and adapt applications for the Lightning
    Experience.

    Integration
    ● APIs and Web Services: Learn about REST, SOAP APIs, and how to integrate with
    external systems.
    ● Integration Patterns: Understand common integration patterns and best practices.
    Testing and Debugging
    ● Unit Testing: Write and execute unit tests for Apex code.
    ● Debugging Tools: Use Salesforce Debug Logs and other tools to troubleshoot
    issues.

    Deployment
    ● Change Sets: Use change sets for deploying changes between environments.
    ● Salesforce DX: Learn Salesforce DX for modern development, including source
    control and continuous integration.
    Advanced Topics
    ● Custom Development: Create and manage custom solutions tailored to
    specific business needs.
    ● Performance Optimization: Ensure applications are efficient and scalable.

    Certification Preparation
    ● Salesforce Developer Certification: Prepare for and obtain Salesforce
    Developer certifications, such as Salesforce Platform Developer I and II.
    Thank You

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