salesforce basic concepts
salesforce basic concepts
Salesforce’s name for a loose federation of features that help
you accomplish certain types activities, such as selling products,
supporting your customers, or collaborating with your
coworkers. Two common examples you’ll come across are
“Service Cloud” and “Sales Cloud”.
Technology that enables Internet-based services that let you
sign up and log in through a browser. Salesforce delivers its
service in the cloud. Other familiar cloud computing services
include Google Apps and Amazon.com.
Software as a Service / SaaS:
Software delivered not by traditional means (such as on disk)
but in the cloud, as a service. There’s nothing to download or
install, and updates are automatic.
Trust / trust.salesforce.com:
Salesforce’s term for its companywide commitment to building
and delivering the most secure, fast, and reliable cloud-based
Created to enhance customer success,
trust.salesforce.com is a systems status website giving
Trust / trust.salesforce.com
Salesforce customers and the community access to real-time
and historical system performance information and updates,
incident reports and maintenance schedules across all its key
trust.salesforce.com is free of charge to all members
of the Salesforce community.
Short for “application.” A collection of components such as
tabs, reports, dashboards, and Visualforce pages that address
a specific business need. Salesforce provides standard apps
such as Sales and Call Center. You can customize the standard
apps to match the way you work.
One of several bundles of Salesforce products and services,
each geared toward a different set of business needs. All
Salesforce editions share the same look and feel, but they vary
by feature, functionality, and pricing.
A definition of a specific type of information you can store in
Salesforce. For example, the Case object allows you to store
information about customer inquiries. For each object, your
organization will have multiple, specific records.
Salesforce comes with lots of standard objects, but you can
create custom objects, as well.
Organization / Org:
A deployment of Salesforce that has a defined set of licensed
users. Your organization includes all of your data and
applications, and is separate from all other organizations.
A collection of fields that store information about a specific
item of a specific type (represented by an object), such as a
contact, an account, or an opportunity. For example, you might
have a contact record to store information about Joe Smith,
and a case record store information about his training inquiry.
Salesforce releases new products and features three times per
year, and releases are identified by season—Winter, Spring,
and Summer—along with the calendar year. For example:
Each time we produce a release, in the Salesforce release notes,
we document new features and products that are generally
available or in beta release, plus all changes to existing features
and products. To find and download the release notes, just
search for “Release Notes” in the Salesforce online help.
The name of Salesforce’s cloud computing CRM service.
The company name.