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

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