Get Started with the Salesforce Platform | Salesforce Platform Basics
#trailhead
#salesforce
#salestraining
Salesforce Platform Basics
Define the Salesforce platform.
Describe the DreamHouse scenario.
Create a Trailhead Playground.
Explain the difference between declarative and programmatic development.
A Quick Introduction to Salesforce
You might think that Salesforce is just a CRM. It stores your customer data, gives you processes to nurture prospective customers, and provides ways to collaborate with people you work with. And it does all those things. But saying that Salesforce is “just a CRM” is like saying a house is just a kitchen. There’s a lot more to it than that.
Salesforce comes with a lot of standard functionality, or out-of-the-box products and features that you can use to run your business. Here are some common things businesses want to do with Salesforce and the features we give you that support those activities.
You need to: So we give you:
Sell to prospects and customers Leads and Opportunities to manage sales
Help customers after the sale Cases and Communities for customer engagement
Work on the go The customizable Salesforce mobile app
Collaborate with coworkers, partners, and customers Chatter and Communities to connect your company
Market to your audience Marketing Cloud to manage your customer journeys
Depending on what your company purchases, you can get these features and more without lifting a finger. But you can almost think of these features as a model house that a real estate agent shows off. You could certainly live there, but it wouldn’t be your home. It wouldn’t have your art on the wall or that unusual coat rack your Aunt Tilda gave you as a housewarming gift.
That’s where the Salesforce platform comes in. With the platform, you can customize and build whatever it is that makes your company unique. And when you have a business application that’s unique to you, everyone is more successful.
Stories of Salesforce
Throughout Trailhead, you are introduced to a lot of companies and characters that are using Salesforce in different ways. Let’s meet some of the players.
These four companies appear throughout Trailhead to help you learn about our services.
Cloud Kicks—This custom sneaker company is making waves in the footwear industry. They use Salesforce to manage sales and help streamline their complicated order creation and fulfillment process.
Ursa Major Solar—On the cutting edge of renewable energy, Ursa Major Solar needs business software that doesn’t shy away from groundbreaking technology. They use Salesforce to manage sales and customer service nationwide.
Get Cloudy Consulting—As one of the best cloud consulting firms in the business, Get Cloudy knows CRM. They use Salesforce to manage existing and potential clients, and they’re always looking for new ways to innovate with Salesforce services.
DreamHouse Realty—Known for their fresh approach to real estate, DreamHouse uses Salesforce to connect their employees and improve the efficiency of home sales.
We’re digging this house theme, so let’s kick off our first module by looking at DreamHouse Realty. We’ll use DreamHouse’s Salesforce implementation to explain some of the fundamental terms, concepts, and capabilities of the Salesforce platform.
Let’s learn a bit more about DreamHouse.
Michelle is the lead real estate broker at DreamHouse. She finds many potential home buyers through DreamHouse’s web and mobile apps. With the apps, customers can browse available homes and make a favorites list of properties that they’re interested in. They can also reach out to Michelle or other brokers directly to set up showings.
That’s a lot of new stuff to tackle. If you don’t get it all right away, don’t worry. As you continue to learn about Salesforce, the terminology will start to come naturally.
Install the DreamHouse App
To follow along and practice the steps in this module, you need to install the DreamHouse package in your Trailhead Playground. Follow the instructions here to launch a playground and install the package. You also use this package and playground when it’s time to complete the hands-on challenge.
If Internet Explorer is your browser of choice, it’s time to move to Plan B. Some features of the DreamHouse app aren’t fully supported in Internet Explorer, so switch over to your next favorite browser for the rest of this module.
From the gear icon ( The gear icon to open Setup.), click Setup to launch the setup page. We use Setup a lot, so remember this step!
Click the Object Manager tab.
Click Contact.
Under Fields & Relationships, click New.
A data type indicates what kind of information your field holds. For this field, pick Checkbox and click Next.
The Field Label is what you see on the Contact page. Enter Prequalified? and click Next.
Click Next again.
Check the checkbox to add the new field to all the Contact Page Layouts and then click Save.
You just customized your first object.
00:00 Introduction
01:01 Currency
01:13 Loan Amount
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