Salesforce Basic Information

By Subhash Panchani

Contact Us :- subhash.panchani@itechcloudsolution.com
 Introduction to Salesforce
​ What exactly is Salesforce?
​ Why is learning Salesforce important?
​ What is Salesforce Ohana?
​ What will the student group be doing this semester?
What is Salesforce?
What is a Customer Relationship Management (CRM) System?
“A strategy for managing an organizations relationships and interactions with
customers and potential customers.”
- Salesforce.com

Improves customer
relationship management
Organizes the information Creates a 360 view of the
Records customer customer and their interactions
Gives a complete record of individuals with the business
contact
and companies
information
ex. Email, telephone,
website, social media
profile
Salesforce Clouds
Why is learning Salesforce
important?
The Salesforce Economy
Creating millions of jobs and millions of Trailblazers

3.3M $859B
New jobs GDP impact
by 2022 by 2022

1 in 4
10M Trailhead users
Trailblazers found a new job
by 2022

Source 1. IDC White Paper sponsored by Salesforce, The Salesforce Economy Forecast: 3.3 Million New Jobs, $859 Billion New Business Revenues to Be Created from 2016
to 2022, October 2017 2. Nucleus Research sponsored by Salesforce, The Real Economic Impact of Trailhead, March 2018.
Job Opportunities
• Salesforce.com

• App Exchange Companies

• Consulting Companies

• Companies that use

Salesforce
Customer
Success Platform
Connect to your customers in a
whole new way
83% of Fortune 500 companies use Salesforce
What is Salesforce Ohana?
A Culture of Engaging
All Stakeholders

Trust
Deliver the most trusted infrastructure
and communicate openly.
Customer Success
Focus on customer success to
drive mutual growth.
Innovation
Empower Trailblazers with technology to succeed in
the Fourth Industrial Revolution
Equality
Respect and value a diversity of people.
The Community Includes Everybody

Salesforce Community Student Women in ISVs Strategy

Vetforce
MVPs Groups Groups Technology & SIs Technology
What will the student group
be doing this semester?
​ Mission: Build a vibrant, world wide student community that is
supported by Salesforce employees and the community, to help
students learn Salesforce skills, build their network, and blaze
their trail into the Salesforce ecosystem.
 Employers Struggle to Find People with Skills they Need

Employers

Recent Grads

81 %
of companies struggle
to find talent
71 %
of employers think
recent grads are unprepared
Source: Survey by Randstad US, 2016
 18

More than learning skills…

+ + + + =
Learn Support each Get career Ask Build their Become
Technical or other while advice and questions network Job-ready!
Business learning mentorship
Skills
Opportunities
• Learn Salesforce through Salesforce Trailhead
• Networking opportunities
• Joint user group events
• Speaker panels
• Career fairs
• Volunteering events
• Certification funding?
• Dreamforce?
Upcoming meetings
• Martes, 17 septiembre 7:15- 8:45pm
• Martes, 15 octubre 7:15-8:30pm
• Martes, 19 noviembre 7:15-8:30pm
Next Steps
1. Sign up for a Salesforce developer account
2. Create a trailhead account
3. Log into the trailblazer community
4. Sign up for the trailblazer community group
 1

2 3
4 – Follow instructions for
signing up 
 24

1. Sign up for a Salesforce developer account

Go to: developer.salesforce.com/signup

Role: Developer
Company: Universidad de
Montemorelos

Please create a developer

account even if you already have
a trailhead account!
2. Create a Trailhead account

Sign up with your developer edition

credentials
 26

3. Log into the Trailblazer Community

https://trailblazer.salesforce.com

1. Click “Featured Groups”

2. Click “Student Groups by
Region”
3. Find the Universidad de
Montemorelos group
4. Feel free to join other user
groups and set notification
preferences
4. Sign up for Trailblazer Community Groups

​ 1. Create an account
​ 2. Click “Find Groups” and search
“Boulder”
​ 3. RSVP and check in for the
kickoff event
 28

Start blazing your trail!

Salesforce Career Exploration for Students

Trailhead Basics