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Introduction to Salesforce | What is Salesforce by Shiva Sir

 🎓 Salesforce Full Course – Lecture 1: Introduction to Salesforce

Audience: Beginners, Students, Career Switchers

Objective: Build foundational understanding and inspire interest in Salesforce careers.

🧩 Section 1: What is Salesforce?

📌 CRM – Customer Relationship Management

CRM is a business strategy and tool used to manage relationships with customers.

Used to track leads, sales, customer complaints, support history, etc.

Real-life example: Replacing a kirana shop's notebook with an organized digital system.


📌 What is Salesforce?

World’s #1 cloud-based CRM platform.

Helps businesses manage sales, service, marketing, and more from one place.

Cloud-based: No installation needed—just a browser and internet.

Trusted by 150,000+ companies worldwide, including many Indian companies.

Easy to build apps using clicks (drag-and-drop), not just code.

🧩 Section 2: History and Ecosystem of Salesforce

📌 Background

Founded in 1999 by Marc Benioff.

Pioneer of the “Software as a Service (SaaS)” model.

Promoted the “No Software” slogan—everything runs on the cloud.


📌 Salesforce Ecosystem

Roles: Admins, Developers, Consultants, Architects.

Trailblazers: The global Salesforce community.

AppExchange: Salesforce’s app marketplace.

Trailhead: Salesforce’s free online learning platform.


🧩 Section 3: Why Companies Choose Salesforce

📌 Business Advantages

Fast and easy setup.

Automates business workflows and emails.

Real-time dashboards and reports.

Integrates with Gmail, WhatsApp, Outlook, etc.

Secure and scalable platform.


📌 Career Advantages

High job demand in Indian IT companies (Infosys, Accenture, TCS, etc.).

Entry-level roles for Admins and Developers.

Opportunities for remote work and freelancing.

Strong salary growth with certifications and experience.


🧩 Section 4: Salesforce Products

Cloud Purpose Example Use

Sales Cloud Manage leads and sales pipeline Used by sales teams

Service Cloud Handle customer support tickets Used by call centers

Marketing Cloud Automate email and SMS campaigns Used by marketing teams

Commerce Cloud Build online shopping stores Used by retailers

Experience Cloud Create partner/customer portals Used by B2B platforms

Analytics Cloud Custom reports and dashboards Used by managers

AppExchange App marketplace for Salesforce Used by all businesses


🧩 Section 5: Salesforce Editions

Essentials – For very small businesses.

Professional – For medium-sized businesses.

Enterprise – For large businesses (most popular).

Unlimited – All features + priority support.


🧩 Section 6: Salesforce Architecture

Multi-Tenant: One platform used by many customers securely.

Metadata-Driven: You can change UI, fields, flows without touching the code.


Layers:


UI: Lightning Experience

Business Logic: Apex, Flows

Database: Standard and Custom Objects

APIs: REST, SOAP for integrations


🧩 Section 7: Demo – First Look at Salesforce

Signup at: https://developer.salesforce.com/signup


Explore:

App Launcher

Tabs (Accounts, Contacts, Leads)

Object Manager in Setup

Custom App and Object creation (if time permits)


🧩 Section 8: Career Tracks and Certifications

Admin Role

Works on users, security, fields, reports, dashboards, flows.

Certification: Salesforce Certified Administrator (ADM 201).


Developer Role

Works with Apex (Java-like language), triggers, Lightning components.

Certification: Platform Developer I (PD1).


Other Roles

App Builder


Consultant


Business Analyst


Marketing Cloud Expert


Technical Architect


🧩 Section 9: First Assignment (Practical)

Create Salesforce Developer Account.


Explore:


App Launcher


Object Manager


Setup Menu




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