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Salesforce Tutorial

Learn Salesforce right from its fundamentals with this salesforce tutorial for beginners. It will help you get started with the salesforce and explore concepts like salesforce services, certifications, salesforce job roles, and more. Read the blog till the end to become well-versed with one of the most dynamic CRM platforms.

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Salesforce is one of the best-known CRMs available today. More than 1,50,000 companies worldwide rely on Salesforce in different areas. Even beginners in this field can get high-paying opportunities. 

This is a complete Salesforce Tutorial on the internet that helps you learn all about Salesforce.

Whether you’re:

  • A Salesforce Developer looking to brush up on your Salesforce concepts.
  • A beginner trying to master advanced services and techniques of Salesforce from scratch.
  • Or an individual who wants to know about various job roles and certifications available to get started with Salesforce. This post is for you.

Since this is a long post, you’ll probably want to take it one section at a time. To help you navigate, here are the topics we’ll be covering.

Salesforce Tutorial - Table of Contents

So if you’re looking to improve your knowledge of Salesforce, you’ll like this tutorial.

Let’s get started!

What is Salesforce?

  • Salesforce is the world's number one cloud-based CRM platform. It is very strongly equipped with different business segments such as sales, service, marketing, etc.. to support the customer round the clock.
  • It requires no IT professionals to set up or manage. It enables organizations to engage with customers in a whole different way.

What is Cloud Computing?

What is Cloud Computing

Cloud computing is the delivery of computational services such as storage, servers, database, software, networking, analytics, intelligence, and moreover the cloud (internet). It brings the organization faster innovation, economies of scale, and flexibility in allocating resources. Cloud computation brings down the costs that are associated with the task of storage and thereby contributes to the development of an organization.

Migrating from the traditional storage system to the cloud will land you in a place where you will avail yourself plenty of benefits such as Cost-effectiveness, Speed, productivity, performance, Global scale, and security.

Do you want to get certified and build your career in Salesforce? Then enroll in "Online Salesforce Certification Training" this course will help you to achieve excellence in this domain.

Let's Have a Quick Look At The Different Topics Associated With The Cloud

Types of Cloud Computing

There are three different types of cloud computing services available, which are public, private, and hybrid cloud. Let's look into each.

types of cloud

1. Public cloud

It has been provided by third-party vendors such as Salesforce Amazon web services, Microsoft Azure, etc. The third-party vendors maintain everything such as servers, storage, hardware, software. Via web browser you can access and manage your services.

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2. Private Cloud

it’s a cloud computing service exclusively used by a single organization. A private cloud is defined as a privately owned network that contains services and infrastructure required to manage cloud computing services.

3. Hybrid Cloud

It’s a combination of public cloud and private cloud and allows them to share data and applications among them. A hybrid cloud will enable your business with more deployment options, and greater flexibility and also allow you to optimize your business infrastructure, compliance and security.

Types of Cloud Service

Broadly we have three cloud computing services which are IaaS, PaaS, and Serverless, and these are built one upon another. Having explicit knowledge of these different layers would be helpful for you to have precise knowledge of cloud computing technology.

1. Infrastructure As a Service (IaaS)

It is a rental-type cloud computing infrastructure that includes Server and virtual machines, networks, storage, and operating systems, facilitated by a cloud provider.

2. Platform As a Service (PaaS)

It’s a cloud computing on-demand environment for designing, developing, testing, delivering, and maintaining different applications. It is intended to create a user-friendly platform where a developer can quickly build web and mobile apps without worrying about the software infrastructure.

3. Serverless Computing

Serverless computing is a method of providing backend services paid on a usage basis. It allows users to write and deploy code hustle-free without depending on the underlying infrastructure. Although it is called serverless cloud computing physical servers still exist in the process, but the developers need not be familiar with them.

[ Related Article: Types of Cloud Computing]

Why Salesforce?

In this section let’s discuss why salesforce became popular and why it is the best cloud computing platform to choose.

  1. Salesforce is equipped with a wide variety of tools, and you can have a facility here to develop whatever you want rather than wasting time on building Infrastructure and tools on your own, this could help in saving millions of dollars and years as well.
  2. Salesforce is famous for three reasons which are,
    1. Fast: It is straightforward and quick enough to deploy when compared to traditional CRM. Traditional CRM platform takes weeks, months, and even sometimes years to implement.
    2. Easy: Salesforce is very easy and simple to use; it makes the complicated process simple and into user understandable format.
    3. Effective: Salesforce is highly flexible and easy to customize according to the needs of an organization. It is perfect and effective to meet business requirements.
  3. Salesforce is operated from the cloud, so it enables your employees to work from anywhere in the world all they need is an internet connection.
  4. Salesforce will allow you to connect with different other 3rd party apps seamlessly. It will enable you to integrate with many other apps compared to other CRMs.
  5. Salesforce is cost-effective and affordable for all types of organizations irrespective of the mode of operation or size.

[Check Out: Bucket Field In Salesforce]

Services Offered by Salesforce

services offered by salesforce

Salesforce CRM is power-packed with different cloud products that help in fulfilling all your business needs. Let's consider them one by one and get to know how could they assist us in meeting specific requirements.

  • Salesforce sales cloud
  • Salesforce service cloud
  • Salesforce marketing cloud
  • Salesforce commerce cloud
  • Salesforce community cloud
  • Salesforce analytics cloud
  • Salesforce IoT cloud
  • Salesforce Health Cloud 

[Related Article: Sharing Rules in Salesforce]

Salesforce Sales Cloud:

Salesforce Sales Cloud Sales could is one of the modules in salesforce in which the entire sales process is being executed, and revenues are generated. It helps organizations in negotiating deals faster, manage customers, and close deals.

It presents the entire sales data with this; you can take insights that help in making data-driven decisions. Salesforce cloud enables organizations in managing tasks such as contact management, opportunity management, Lead management, Sales collaboration, Email integration, territory management, file sync, and share, etc.. are the tasks managed by Salesforce sales cloud.

Salesforce Service Cloud:

Salesforce Service Cloud The service cloud will take care of the tasks which are related to customer service and the support team. It manages customer-related services such as call center, knowledgebase, live conversations, and assistance with products to customers.

The primary motive behind the service cloud is to keep people satisfied with the products and services purchased from an organization. Salesforce service cloud has equipped with services like Lightning console, live messaging, Omni routing, field service lightning, service wave analytics, social customer service, etc.

All these features are meant for delivering after-sale services to keep a customer happy and to generate referrals from them.

Salesforce Marketing Cloud:

salesforce marketing cloud Salesforce marketing cloud helps in navigating a customer journey on a single platform. It provides insights into the marketing conditions and supports the marketing team in delivering the right messages to the right customer at the right time.

It automates marketing tasks and creates marketing campaigns to drive user engagement. It enhances the new customer acquisition, gives us the data of inactive customers, and helps in converting them to active customers through different strategies. Salesforce marketing cloud helps in creating landing pages, increasing conversations, etc.

[Related Article: What Is Salesforce Marketing Cloud?]

Salesforce Commerce Cloud:

Salesforce commerce cloud creates a better customer experience for the customers. It creates a space for customer data integration so that it generates personalized feeds to engage the customers. Salesforce commerce cloud accelerates the online presence of the business and helps in creating revenue from the digital world.

We can quickly build an efficient and responsive front-end design with the help of a commerce cloud. It manages online-related activities such as campaign content management, product pricing, catalog management, etc. there are multiple extensions available in the Salesforce cloud which improves the functionality of your website.

Salesforce Community Cloud:

salesforce community cloud If you want to engage with your customers, employees, and partners, then there is a requirement for the social platform to pass the information on a timely basis. Salesforce community cloud will fulfill this gap and facilitates a great platform for effective communication.

Customers, partners, and the people associated with the product or service can come together to a place where solutions are provided for different problems. It creates a free place to share everyone's insights and product ideas. A community cloud helps in finding solutions for problems.

Salesforce Analytic's Cloud:

salesforce analytics cloud Salesforce analytics cloud is also called Salesforce wave analytics, which is a business intelligence tool optimized for mobile access and to present large volumes of data into user-understandable format. This platform is very active and straightforward to use.

The user can get into the critical areas of the data with a few clicks, and it requires little or no training in data analytics. The analytics cloud is designed to integrate with all other platforms of salesforce such as the sales cloud, marketing cloud, and service cloud, to access data from all these platforms to perform analytics.

Related Article: What is Anaplan

Salesforce IoT Cloud:

iot in salesforce If your organization needs to store and process the Internet of Things (IoT) data, then you need an effective cloud platform. Salesforce is one of the powerful cloud IoT platforms to store massive amounts of data that is continuously generated by different devices, such as applications, websites, sensors, patterns, and customers.

Salesforce Health Cloud:

salesforce health cloud If you are in a Health IT organization and need to manage health-related data such as patient prescriptions, health records, and doctor-patient relationship data, then you are probably in need of a salesforce health cloud that will take care of everything. It is specially designed to store and organize patient information to provide the best health assistance.

Other Services Offered by Salesforce are

1. Chatter

chatter Chatter is an enterprise collaboration platform from Salesforce, and it works similarly to the intranet of an organization. It works as a private directory of an organization, in which each employee is allocated a profile page that contains his profile pic and details such as the role of the employee, whom he has to report, the location of the employee, contact details, etc.

Chatter works similarly to Facebook and Linkedin where users can connect to share common information and to share their views on different issues. Here employees are allowed to “follow” documents and people to identify the opportunities, campaigns, service cases, projects, and tasks.

2. Salesforce One 

salesforce one Salesforce one is an essential tool from Salesforce, which enables the Salesforce platform to develop application development and data exchange with the help of Application User Interfaces (APIs), and prebuilt programming code components.

It was launched in November 2013, with an approach called “mobile-first” application development. This main application motive is to develop the application for Web first, desktop second, and an open architecture that enables us to integrate and work with different third-party applications.

Salesforce1 allows building applications on a customer success platform, in association with the Lightning development platform. This combination allows third-party building applications on top of the salesforce.

Let's get into the other aspects of Salesforce

Salesforce Future Scope

As we know a lot of companies out, there are moving towards the implementation of CRM technology in their organizations to lead their businesses. Salesforce is the popular CRM tool widely used by organizations because it possesses the features that every organization envisions. Let's discuss some important features to know why Salesforce is a futuristic one.

Google made an alliance with Salesforce in November 2017, and it was one of the renowned partnerships in the cloud computing segment. This alliance made the salesforce stronger than before, and it has a chance to utilize google core services for its futuristic expansion.

Gartner predicted that the extensive adoption of Software as a Service (Saas) had made the roots for the popularity of CRM adoption. According to Gartner deployment rate of Saas will be increased to 80 to 85% by 2025. It shows how CRM is going to play a significant role in the future. The demand for salesforce applications has been growing exponentially.

In the long run, we can expect the integration of big data and data science with salesforce to satisfy the future needs of organizations. Now Salesforce is holding a significant market share in the CRM industry. We all know that salesforce frequently comes up with the industry-demanded features that made it an active player in the CRM segment. Its flexibility and easy adoption feature always keep it on the top of the market.

Leave an Inquiry to learn Salesforce Training in Bangalore

There Is A Rise In The Demand For The Salesforce Job Roles In The Organizations Is Just Because Of The Following Reasons:

Many organizations across the world are switching to salesforce to sustain in the highly competitive world as the demand for the delivery of services increases, and in the same way demand for developers increases as well. Automatically the pay scale would be high relative to the demand.

Salesforce CRM capabilities with sales cloud are making it an industry player, and hence the job roles in this segment have been increasing.

There are 2,00,000 plus organizations across the world that are using the Salesforce1 platform to leverage various business functions. Hence there is a massive demand for certified salesforce job roles who can find an innovative way to make their business reach new levels.

There are close to 2000 companies that are developed on top of the salesforce1 platform. Hence there is an increased demand for people who can build better applications to enhance CRM capabilities.

Salesforce Certifications

Till now we have been discussing how Salesforce is playing an essential role in the CRM industry. Continuous learning and developing skill will give you a better position in your field. Salesforce Certification will play an important role in uplifting the career of a person.

To get a certification in Salesforce, you need to have a strong knowledge of the particular domain that you are working in. A certified employee is treated as an expert and demanded by the employers to work for their company.

Your knowledge is reflected by the no of certifications that you hold in any field, and the same thing applies here in salesforce. Whether you are a Salesforce Administrator, Force.com Developer, an Implementation expert, or an architect, the salesforce certification adds value to your profile.

Do you want to get certified and build your career in Salesforce Vlocity? Then enroll in "Salesforce Vlocity Online Training" this course will help you to achieve excellence in this domain.

Types of Salesforce Certifications 

You might be wondering what are different types of certifications are and at what point one should opt for them. To put an end to all your doubts let's discuss the things below. Salesforce Certifications are designed based on industry standards; to qualify for these exams would be a bit difficult but possible.

There are various types of Salesforce Certifications, and each one is specifically designed for different levels of salesforce roles. One should require appropriate certificates at different levels of their salesforce career.

There Are Eight Kinds Of Certifications In Salesforce Which Cater To Different Stages:

  • Administrator Certifications
  • Developer Certifications
  • Architects Certifications
  • App Builders Certifications
  • Implementation Experts or Consultant Certification.
  • Marketers Certification
  • Pardot Experts Certifications
  • CPQ Certification

Job Roles Available For Salesforce Professionals Are

  • Salesforce Developer role
  • Salesforce Administrator role
  • Salesforce Architect role
  • Salesforce Consultant role
  • Salesforce Project manager role
  • Salesforce Business analyst role

Let’s discuss each job role in detail to have clarity.

Salesforce Developer Role:

A developer is a salesforce professional who is having the skill set to develop cloud-based applications through the force.com platform. To perform the salesforce developer role one should know about the complete salesforce and its limitations.

Salesforce Administration Role:

Salesforce administrator has to perform the full range of tasks such as maintaining data quality, helping users to develop reports, adding fields, running backups among different people, unlocking or resetting passwords, adding new whitelisted IP addresses, and a lot more.

Salesforce Architect Role:

A salesforce architect's job role demands complete knowledge of web services, and salesforce knowledge, and also one should possess knowledge of various programming languages, etc.

Salesforce Consultant:

Salesforce consult is business savvy and adds value to the business. One has to be good at communication and people management skills to take up this role. People who wish to perform this role have to be good at the technical and functionalities of the Salesforce platform. His role includes adding value to the business by bringing the clients and ensuring their satisfaction.

Salesforce Project Manager:

The demand for the salesforce project manager has been growing due to an increasing number of industries in the salesforce. The project manager should possess complete knowledge on cloud computing, application of cloud computing in a business, and expert knowledge of Salesforce. His/her job roles include interaction with various departments on different customer projects to complete them on a timely basis.

Salesforce Business Analyst:

The role of a Business analyst includes identifying business requirements and developing a solution with the help of the Salesforce platform. These people are also responsible for analyzing the run environment and implementation process of the salesforce in an organization.

Other Salesforce Tutorials

We’re Going To Dig Deep Into Salesforce Tutorial, But Feel Free To Jump To Any Section That Interests You:

Salesforce Introduction Tutorial

An Overview Of Salesforce Environment

What is Salesforce CRM

Salesforce- A Beginners Guide To Choosing The Right CRM Product

Salesforce Enhances Its Marketing Cloud With AI And Google Partnership

An Introduction To Visualforce – SalesForce

An Introduction To Exception Handling – SalesForce

An Overview Of Salesforce Security

What Is Cloud Computing - Salesforce

Salesforce Data Loader

Salesforce Platform Events

Career Guidance in Salesforce

Why You Should Learn Salesforce Skills

Salesforce Future Scope 

How A Salesforce Certification Can Boost Your Career

Master Guide To Becoming A Certified Salesforce Developer

Important Job Roles And Certifications For Salesforce

Top 10 Reasons Why You Should Learn Salesforce And Get Certified

Salesforce Developer Certification, Jobs, And Salary Trends

Salesforce Admin Tutorial

What is Salesforce Administrator

Salesforce App Development

Data Modeling in Salesforce

Report building in Salesforce Customized Reports In Salesforce

How to create a dashboard in Salesforce?

Salesforce Lookup Relationship

MDR - Master-Detail Relationship

Security and audit trail in Salesforce

User Management And Object Level Security In Salesforce

Record Level Security In Salesforce

Workflow Rules In Salesforce

Configuring Email alert in Workflow Rules

Configuring Tasks in Workflow Rules

Time-Dependent Workflow Rule - Action

Approval Process In Salesforce

Salesforce Development Tutorial

Introduction To Salesforce Programming

Controlling Statements

Salesforce Collection - List

Salesforce Collection - Set

Salesforce Collection - Map

Apex Class - Salesforce

How to call APEX Class or Run any code

Context Variables In Salesforce

Context Variables In Salesforce - 1

Testing APEX In Salesforce

Test Class With Example In Salesforce

Code Coverage For PROD In Salesforce

SOQL Of Salesforce

SOSL Of Salesforce

DML Operations In Salesforce

Governor Limits in Salesforce

Bulkification in Salesforce

Standard Controller In Salesforce

Custom Controller in Salesforce

Controller Extension in salesforce

Salesforce Lightning Tutorial

Salesforce Lightning Components Tutorial

Top Features Users Love About Salesforce Lightning

How To Define Validation Rules In SalesForce

Record Level Security In Salesforce

Salesforce Integration Tutorial

SalesForce Integration And Environment In Cloud Computing

SalesForce API In Cloud Computing And Integration

Salesforce Automation Testing With Selenium

Configuring Salesforce Web-To-Lead Form

SalesForce Deployment And Assertions

Important Article For Salesforce Tutorial

Shallow Copy And Deep Copy In Cloud Computing - Salesforce

Access Specifiers In SalesForce Cloud Computing - Salesforce

Creating Visualforce Page Using AJAX Programming - Salesforce

Salesforce vs ServiceNow

Salesforce Advanced Interview Questions

Salesforce Interview Questions

Salesforce Tutorial FAQs

Below mentioned are some of the Frequently asked questions in Salesforce. 

1. Why is Salesforce used?

Ans: Salesforce acts as a one-stop solution for all business-related activities it enables the organization in connecting with its customers, employees, and partners across the globe in a whole new way.  This Software has got a massive hit with its excellent features to help organizations. Salesforce enables companies to track the customer journey and in delivering better services to them to gain customer loyalty.   

2. what is the Salesforce Certification? 

Ans: Salesforce certification is the ultimate benchmark to define the skills, expertise, and knowledge of a person on the Salesforce platform. It is an exam of multiple-choice questions designed to test the knowledge of a person on the Salesforce platform.  Companies out there in the market are looking to hire people with salesforce certification, and the pay scale for certified people is also very high.  

3. How much does it cost to get Salesforce certification?

Ans: As we know getting salesforce certification is very important for career growth and it is very vital to know how much this costs.  The cost of the registration would be $200. You can register for the exam directly by paying the amount on www.salesforce.com. 

4. How long does it take to learn Salesforce? 

Ans: There are various modules available in salesforces such as User, Consultant,  Admin, and developer. The time to learn each module varies according to its concepts and length. On average, it takes six months to learn the course. But the time varies according to the person's ability to learn and many other factors.  

5. what are the roles and responsibilities of salesforce admin? 

Ans: Salesforce Admin is responsible for performing various functions ranging from helping users, developing reports, and changing passwords,  to running backups,  adding files, maintaining data quality, etc.

Leave an Inquiry to learn Salesforce Training Certification Course in Hyderabad

6. What does a salesforce business analyst do? 

Ans: Salesforce Business Analyst has to perform various roles depending upon the requirements of the organization. In general, an Analyst is responsible for the tasks like requirements gathering, testing, training salesforce configuration, post-deployment support, and many more. 

7. Is Java required to learn Salesforce?

Ans: Java is not mandatory for salesforce professionals. One can become a salesforce professional even without learning Java but having knowledge of Java programming is an added advantage. 

8. How is the future of salesforce? 

Ans: Companies that are using Salesforce have got massive changes in terms of customer satisfaction, increased sales revenue, increased leads, and faster deployment.  Companies across the world are moving faster towards the implementation of salesforce to reap the best results. This means for those who are in the salesforce field or whoever wishes to build their career in salesforce need not worry about their job security. 

9. In which language salesforce is written? 

Ans: Salesforce is built on various languages, and frameworks are used for the overall development of salesforce.  Programming languages and frameworks used in salesforce development are Apex, Visualforce, SOQL/SOSL, and Lightning.  

10. How long does a Salesforce certification last? 

Ans: Once you become a certified  Salesforce professional, it adds so much weight to your profile.  Meanwhile one has to be updated with the latest versions of Salesforce to keep their certification up to date or not lose the validation. In a time of every four months, salesforce releases its new cycle, and the salesforce-certified people have to attend the exam for qualifying the latest topics by paying the amount of $100.

End Notes

We have covered all the essential elements which are associated with the Salesforce platform. Either professionals or students who want to build their career in Salesforce it is advisable to opt for formal training. Sharpening one’s skills continuously would help in enhancing their career in the salesforce. I hope this tutorial has helped you in educating on various salesforce topics! Happy learning

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Last updated: 04 August 2023
About Author
Remy Sharp
Vinod M

Vinod M is a Big data expert writer at Mindmajix and contributes in-depth articles on various Big Data Technologies. He also has experience in writing for Docker, Hadoop, Microservices, Commvault, and few BI tools. You can be in touch with him via LinkedIn and Twitter.

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