Salesforce Quick Overview

Salesforce SFA (Salesforce Automation)

On Demand Customer applications

Out-of-the box functionality

Salesforce Marketing includes:

• Campaign Management
• Lead Management
• Search Marketing – Adwords for Google adwords
• Contact Management

Salesforce Partners includes two key products:

Salesforce to Salesforce – Share lead, opportunity, account, contact, task or custom object data with your business partner and get real-time updates and shared data.

Partner Portal – Login to Salesforce through a web portal rather than salesforce.com. Customize web portal to show branding and meet functionality and security needs.

Salesforce Editions include:

Group Edition – CRM for five or fewer users

Professional Edition – Small to mid-size companies

Enterprise Edition – Enterprise Needs

Unlimited Edition – Enterprise Platform for all your needs

Standard Business Objects are:

• Out of the box Salesforce SFA (Sales Force Automation)  and Salesforce Service & Support applications
• Capture key & related information which correlates to tables in the database
• The can be:
  • Calendar & Tasks
  • Dashboards
  • Reports
  • Documents
  • Forecasts
  • Solutions
  • Cases
  • Opportunities
  • Cases
  • Contacts
  • Accounts
  • Leads
  • Campaigns

Custom Business Objects are:

• Use force.com Build to build your own objects
• Capture key, related information that applies to your business
• Correlate tables in the database.