Getting Started With Salesforce

Are you new to Sales force? Not sure exactly what it is, or how to use it ? Don’t know where you should start on your learning journey? If you’ve answered yes to any of these questions, then you’re in the right place

What is Sales force?

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Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers.Simply put, Salesforce is one place for you to do stuff. And because it’s stored on our secure cloud, you can access your data anytime, anywhere, whether you’re on desktop or mobile.



Collaboration using Salesforce:



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In addition to technology for managing your sales process, Salesforce includes a platform for collaboration. You can create groups, follow people and topics, ask questions, post informal polls, share files and links, and mention colleagues with whom you’d like to connect. But perhaps the best part about collaborating in Salesforce is that it’s all stored for future reference. Rather than having key insights and answers to important questions living in individual email inboxes or in hallway conversations, collaboration in Salesforce is accessible and searchable.

And because it’s in Salesforce, this is collaboration that can happen in context, right on individual deals, tasks, support issues, and more. This is the power of collaboration combined with CRM. Let's talk about that next, starting with defining what CRM is.



What is CRM?



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CRM stands for Customer Relationship Management. This technology allows you to manage relationships with your customers and prospects and track data related to all of your interactions. It also helps teams collaborate, both internally and externally, gather insights from social media, track important metrics, and communicate via email, phone, social, and other channels.



Getting started with Salesforce:



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Salesforce Platform provides an integrated architecture that lets you focus on building solutions rather than infrastructure. Assemble applications with clicks or code and then instantly launch them across any device to connect with your customers, employees or partners.




Following are the steps to get yourself started with Salesforce :

1. Get a free Salesforce Platform development environment!
The Developer Edition is a free, full-featured copy of Salesforce Platform. Use it to develop, extend and integrate new apps and to explore the platform.

2. Follow a guided learning path with free, self-paced tutorials.
Learn Lightning Platform basics with Trailhead, a fun and fast way to challenge yourself. Celebrate your progress with points and badges!

3. Advance your skills with these great Salesforce Platform development resources.

  • Lightning Platform workbook






  • Build an app from scratch with these easy to follow tutorials.

  • Technical Library






  • Documentation, code samples, tools and other technical resources.

  • Intro Webinar






  • Live intro series on Lightning Platform, Apex and Visualforce.

Benefits of using Salesforce:







Salesforce is a proven innovator in CRM space that is clearly setting them apart from much of their competition. Its unique multi-tenant architecture allows the following 4 key benefits for the companies during integration phases:

1. Rapid Time to Value
By using Salesforce platform, integration now takes days or weeks instead of months. There are much faster development life cycle projects as compared to the regular software development projects.

2. Simplicity
Instead of having to support various platforms and multiple versions, salesforce.com makes available a single, platform-based API. This API provides direct, low-level access to all Salesforce applications, data, and metadata.

3. Flexibility and Choice
Customers have the choice to integrated new applications and data sources without doing much programming. All solutions work well with their existing technology stack and infrastructure.

4. Proven Success
Thousands of customers integrate with Salesforce every day. All customers can benefit from proven best practices and integration approaches that have been established over the period of time.



- Written By

Divyanshi Tyagi

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