What is Salesforce and Its Features? Every Novice Should Know!

Introduction:

Salesforce is a Customer Relationship Management (CRM) technology that works in the cloud to improve organisations' handling of customer interactions and data. It allows companies of all sizes to manage their sales, marketing, customer service, and other business functions on a single platform. Salesforce was founded in 1999 and has become a leading CRM software provider and cloud-based business solutions. Salesforce offers a range of features, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Community Cloud, Einstein Analytics, and AppExchange. These features help businesses streamline their operations, automate sales and marketing processes, provide better customer service, and gain insights from their data.

Salesforce is known for its user-friendly interface, customization options, and flexibility. It can be easily integrated with other business systems and applications, making it a versatile and scalable solution for businesses of all types and sizes. Thus, there is a considerable demand for Salesforce specialists in the labour market. Obtaining Salesforce Training in Chennai or other locations can be valuable in your career. With Salesforce certification, you can gain a competitive edge and access numerous job opportunities with attractive packages. Moreover, Salesforce constantly updates its features and capabilities, providing even more value to businesses and professionals.

Features Of Salesforce:

Lightning App Builder (And Lightning Components)

One of the most helpful tools is the Salesforce Lightning Application Builder, which has been overhauled. Without any prior programming experience, anyone can build an app using the component-based Salesforce Lightning framework. You can create an app like a pro with just a few clicks and taps! It is a straightforward point-and-click tool for generating or using Salesforce Lightning pages in the mobile app. It enables you to reorganise pages so that key information is highlighted and unimportant information is hidden. Team members that need to edit pages will find this tool particularly helpful.

This is divided into three sections: pre-built components from Salesforce.org, Lightning Exchange components created by various Salesforce partners, and its distinctive parts. Its Lightning components are compact, adaptable, and reusable bits that you can add to a Lightning page in the Lightning App Builder and be dragged onto the canvas.

Salesforce Reports & Dashboards

These pre-built analytics from Salesforce are the "go-to" choice for speedy reporting. As can be expected from the most widely used CRM in the world, they are robust, user-friendly, customizable, and appropriate for companies of all sizes. A collection of filtered records make up Salesforce reports. There are two parts to the Lightning Report Builder:

• Determine the fields to include in the information in the outline.

• Filters are used to restrict the records that are displayed.

It makes it easy to add report-based charts and graphs to a Salesforce dashboard! The dashboard displays report visualisations. Data is compiled into aesthetically beautiful representations using the Salesforce feature/tool "Dashboards," which includes charts, bar diagrams, pie charts, tables, funnel charts, leaderboards, graphs, and more.

Everything a business needs to track, including revenues, leads, and conversions, can be done with dashboards. Think about the crucial business indicators listed below:

• A change has been resisted or obstructed.

• existing or potential customers

• Salesperson scoreboards display success rates and the biggest sales.

• Salesforce pipeline's current state

• current issues with top accounts' support

• The typical amount of time it takes a salesperson to conclude a case

• When Service Level Agreements (SLAs) are at risk of being violated

Also, are you familiar with Salesforce dashboard filters? Salesforce dashboards have drop-down lists for dashboard filters at the top. After a Salesforce Admin has made changes, users can delve even deeper into the data. For instance, adding a "Region" filter would only display sales information for that region.

Collaborative Forecasts

It predicts how well sales will do going forward. Salesforce collaborative forecasting enables businesses to prioritize work based on real revenue projections from the sales pipeline and anticipate future sales success. The projected sales revenue is shown in the forecast. The framework for predictions is:

• Forecasting category 

• Forecasting horizon 

• Product kin (optional)

Territory Management

No matter the size of your firm, this feature capability is the best way to guarantee that perfect processes are followed. Like the segments mentioned above, roles, responsibilities, and hierarchies are arranged, and an order of accounts is built. The Enterprise Territory Management solution from Salesforce makes it simpler than ever to accomplish this. These zones need not be rigid. These may be determined by role, location, or another aspect that works best for your sales team.

Marketing Cloud

This marketing automation solution automates interactions on many platforms, such as social media, mobile apps, SMS, websites, and email. It contains an automated and customised email marketing solution. Its purpose is to assist businesses in locating and investigating highly automated (artificial intelligence-enabled) and tailored email marketing solutions.

In the new market, customers are classified according to how likely they are to interact with their products. Free marketing templates the program offers enable businesses to close deals faster and with less effort. Companies utilise Salesforce Marketing Cloud (SFMC) to consolidate all their marketing channels onto a single platform.

Commerce Cloud

A smooth shopping experience is the outcome of this. Salesforce's Commerce Cloud is an online storefront tool that gives customers a seamless ordering process and an integrated shopping experience. That makes it easier to satisfy the unique requirements of mobile consumers and win them over as clients with just one touch. It offers many customising options for customers who don't fall into one of the one-size-fits-all categories. Cases and email-to-case are included in the Sales Cloud, whereas welfare benefits and accomplishments are included in the Service Cloud.

Chatter

This instant messaging program is for team collaboration. There are many user-friendly, cost-effective messaging platforms for teams and organisations. Still, their main drawbacks are that they operate independently of the company's CRM and need complete security. It is an instant messaging platform with attributes like file attachments, "@ & # usage," and threaded chats comparable to Twitter or Facebook.

• The technology captures the conversation in the business' Salesforce CRM, links it to the records, and benefits Salesforce users in the following ways:

• Users can work together on a specific opportunity or case.

• CRM conversations can continue with emails or other messages, and sharing large files is quick and simple.

• Without needing to check with coworkers for updates, it is simple to maintain track of clients and records.

Salesforce Mobile App

This enables you to modify Salesforce data from anywhere. Thanks to the Salesforce mobile app, businesses can access information or records outside their workplaces. Using this functionality, users can:

• utilise portable devices like phones or tablets to update records in real-time even while they are not at work

• Before visiting clients' offices, check their phones for open support issues.

After the encounter, salespeople can modify their prospects or access a dashboard from anywhere outside the workplace.

Conclusion:

Salesforce stands out in the market by utilising a variety of cutting-edge technology. Compared to other technologies, Salesforce positions have increased and are expanding more quickly. Fun fact: Using Salesforce doesn't require programming or coding knowledge. Salesforce-certified professionals are among the most sought-after workers on the market, regardless of their Salesforce profile. Salesforce certification will set you apart and enable you to further your profession. For seasoned Salesforce professionals, there are numerous opportunities and generous packages available. A number of training and support tools are also provided by Data Science Training in Chennai to ensure that users are getting the most out of the platform.