Introduction to

Salesforce
Module 2
Module 2: Introduction to Salesforce and CRM

2.1 Introduction to CRM

2.2 Introduction to Salesforce
2.3 Salesforce Architecture
2.4 Salesforce Editions
2.5 Salesforce Licenses
2.6 Types of Sandboxes – Development Lifecycle in
Salesforce
2.7 Salesforce Object Overview
2.8 Salesforce navigation
2.9 User Creation
2.10 Lead conversion process
2.1 Introduction to CRM:

❖ Cloud Computing – Application is separated from

Hardware and Software dependencies.
Example: Gmail – User can Signup and send email to
customers/Clients etc without bothering about the
Physical Hardware and Software installation Process
in your PC/Laptop/Mobiles. Similar Salesforce is
Cloud CRM. We can access in PC/Laptop/Mobiles
without any software or Hardware dependencies
(Browser installation is Sufficient. Salesforce
recommended Browser is Google Chrome)
❖ No Software
❖ Internet based Development and services
❖ Shared Resources
❖ On-Cloud & On-Demand (Pay for what we used)
❖ Multi-tenant
❖ Automatic Upgrades
❖ Secure
❖ Integrated
❖ Easy to Use
Models of cloud Computing:
Saas – Software as service – Ex: Salesforce.
Paas – Platform as Service – Ex: Force.com
Iaas – Infrastructure as Service
Salesforce provide Saas & Paas services.

2.2 Introduction to Salesforce:

❖ Salesforce is a Cloud Computing CRM
❖ CRM Product of Salesforce.com Inc
❖ Co-Founded by Marc Benioff
❖ On-Cloud & On-Demand
❖ Standard Applications & Customizations
❖ Force.Com Platform
❖ Easily integrated to other applications (On-Premise
& On-Cloud applications)
2.3 Salesforce Architecture:

2.4 Salesforce Editions

❖ Developer – Free
❖ Salesforce IQ Starter - Paid
❖ Professional - Paid
❖ Enterprise - Paid
❖ Unlimited - Paid
Reference Link:
https://www.salesforce.com/in/editions-pricing/sales-
cloud/
2.5 Salesforce Licenses:
A user license determines the baseline of features that
the user can access. Every user must have exactly one
user license. You assign user permissions for data access
through a profile and optionally one or more permission
sets.

Salesforce offers below license types:

❖ Standard User Licenses.
❖ Chatter User Licenses.
❖ Experience Cloud User Licenses.
❖ Service Cloud Portal User Licenses.
❖ Sites and Site.com User Licenses.
❖ Authenticated Website User Licenses.

Reference Link:
https://help.salesforce.com/s/articleView?id=sf.users_u
nderstanding_license_types.htm&language=en_US&r=
https%3A%2F%2Fwww.google.com%2F&type=5
2.6 Types of Sandboxes:

2.7 Salesforce Objects:

Two type of objects are available in Salesforce and they
are:
1. Standard Objects: The objects provided by
salesforce.com is called standard objects. Examples of
standard objects are accounts, contacts, opportunities,
Leads, products, campaigns, cases, users, contracts,
Report, and dashboards, etc.
2. Custom Object: The objects created by us are called
custom objects. Custom objects store information that is
unique and important to your organization. Custom
objects are the heart of any application. Custom objects
provide a structure for sharing data.
Custom objects have properties such as
• Custom fields.

• Relationship to other objects.

• Page Layouts.

• A custom user interface tab

Creating Salesforce Custom Object:

➢ To create custom object go to Setup -> Build->
Create -> Objects ->Click on new custom
object button and enter label name, plural label and
object name.
➢ And enter Record Name according to the data type.
➢ There are two data types available to create record
name, those are
▪ TEXT.
▪ Auto Number.
➢ And we have the following optional features while
creating an object.
▪ Allow reports: If we check this check box,
then only these objects are available to
create reports.
 ▪ Allow Activities: If we check this check
box, then we can create activities on this
object.
▪ Track Field History: If we check this
check box then only, we are to track fields.
We can track up to 20 fields for a single
object.
➢ And we are following deployment Status
▪ In development: If we check this check
box, this object is still in development
mode. This object is not available for
deployments.
▪ Deployed: After selecting this check box
then only it will be available for
deployment.
▪ The following options are available only
when creating a custom object first time.

Add notes and attachments related list

Launch a new custom tab wizard after saving this
custom object
After completing all the details click on save.
If we do not select “Launch new custom tab wizard”
from object creation page, the object will save without
tab appearance. In this case, we must create a tab for this
object. If we select this check box, the object will save,
and a tab will be created and appeared.

2.8 Salesforce Navigation:

➢ Classic View
 ➢ Lightning View

2.9 User Creation:

Creating Salesforce developer edition account:

We are going to this URL
https://developer.salesforce.com/signup . Provide the
information ever first name your last name. So, this is
our working email where the Salesforce will send the
activation link.
• Select some Role, Country, postal code, username.

Here, the username should be in the format of email

name.
• After filling all the details Click on sign me up.
 • Next, open your email and check your mailbox, you
will get an email notification from Salesforce with
a link, you have clicked that link and set your
password. Activate your account by setting the
password and Verify account. Combination of
minimum of eight characters, minimum volatile
minimum one numeric

2.10 Lead Conversion Process:

Lead conversion in Salesforce is a process in which a
lead record is converted into Accounts, Contacts &
Opportunities. This happens when a lead is identified as
a qualified Sales prospect.

When a lead is converted:

 A contact, account & opportunity are created and
populated with the lead’s data (unless otherwise
specified during conversion).
The lead field “Converted” is changed from false to
true.
After the conversion, the lead record cannot be viewed
or edited as a lead, but it can be viewed in reports as a
lead that means the record is still present. The data
within standard lead fields are automatically transferred
to contact/account and/or opportunity. The data within
custom lead fields to transfer to the
contact/account/opportunity during lead conversion, the
administrator must map the custom lead fields.
Note: A custom lead field can only be mapped to a
single field on either contact, account, or opportunity.
If the account/contact/opportunity already exists, then
There is no way to convert a lead to an existing
opportunity.
When we convert a lead, Salesforce attempts to find
an account with the same name as the field
“Company” on the lead record. If an account name
contains the company’s name, then you will have
the option to use the existing record.
If we attach the lead to an existing account and the
lead name matches the name of an existing
 contact, then you will have the option to use the
existing contact record also.

Notes:
Converted leads cannot be modified at all.
It is not always necessary to create an opportunity
when converting a lead.
The default record type for the user performing the
lead conversion is selected automatically for
records created in the conversion process.
Once a lead is converted it cannot be reverted to an
unconverted state.
Salesforce does not overwrite existing
Account/Contact data on lead conversion.

Trailhead Link:
https://trailhead.salesforce.com/content/learn/modules/l
eads_opportunities_lightning_experience