What is Salesforce? A Beginner's Guide

What is Salesforce? A Beginner's Guide


What is Salesforce?

"What is Salesforce?", "What is Salesforce used for?" is one of the most frequently asked questions when an organization creates the architecture for its business.

Salesforce is a huge infrastructure of software products that supports marketing, commerce, sales, services, and IT teams to establish connections with their customers. It is a cloud-based service as a software (SaaS) company where customers have online access to an application hosted by the company.

Based on the client's business needs, Salesforce developers design different architectural models of sales force CRM and custom applications.

Salesforce provides numerous software solutions and a platform for users where developers can develop and distribute custom software.

The architecture of Salesforce.com is multi-tenant, which means multiple customers can share common technology and all can perform on the latest release.

The application upgrades automatically, so organizations don’t have to worry about the management of the technology.

Let’s, dive into the article to find out what is Salesforce? and what it means for business.


What is Salesforce used for?

The answer to the question "What is Salesforce used for?" basically revolves around CRM solutions.

Salesforce specializes in cloud-based customer relationship management (CRM). A CRM provides a platform for organizations to establish better connections with their potential and current customers.

What is salesforce 1

Another feature offered by the Salesforce platform is the identification of a company's top leads, as well as the provision of suggested actions and the next step to be taken for their businesses.

Salesforce is used for rationalizing sales, marketing activities, and services, as well as via industry-specific products and seamless software integration.

It offers solutions for various needs such as Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Field Services, CPQ, and Billing, etc.


What are Salesforce's services?

Here are some of the most important and useful Salesforce cloud services for running businesses. 

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Salesforce Sales Cloud

The Sales Cloud was Salesforce's first popular product, which was based on the CRM platform. The product was designed for organizations' sales management.

Earlier, this cloud was designed for B2B companies to guide potential customers through a defined sales cycle. Though sales clouds are now used by B2C businesses.

The sales cloud's integral objects are:


Leads are people who have expressed an interest in your products or services.


The accounts are companies that are tracked.


The contacts are employees of the companies that are followed.


The opportunities refer to potential deals that might result in a new business.

With the use of the Salesforce sales cloud, integral objects like leads can be converted into accounts, contacts, and opportunities.

The Salesforce sales cloud also consists of features like quoting and opportunity forecasting.

In the Sales Cloud, task tracking and workflow automation are done automatically. It creates tasks based on specific criteria. For example, the system can generate a sequence of tasks like making a call or sending an email to the new lead.

The sales data can be accessed online from any location since the Salesforce Sales Cloud provides access to all functionality via a mobile application.


Salesforce Service Cloud

Salesforce provides Service Cloud as a platform for the company's customer service and support team. This service platform is designed for quick case tracking and resolution for customers through multiple channels, such as email, live chat, or phone.

The following are the standard features of the service cloud:

-Ticket Assignment

-Queue Management

-Live Chat

-Knowledge Base

The Salesforce service cloud can be boosted through Field Service, Digital Engagement, Service Cloud Voice, Customer Lifecycle Analytics, Service Cloud Einstein, Salesforce Anywhere, and the Salesforce Surveys Response Pack.

Because the service cloud is telephony-friendly, it enables integrations that are primarily useful for large enterprises with large customer service centers. 


Salesforce Marketing Cloud

Marketing Cloud is a digital marketing platform for B2C marketers.

It is the most powerful digital marketing platform, which is used for connecting with customers, tracking the customer’s journey through multiple communication channels, creating digital advertising campaigns, content creation, email promotions, and doing data analysis.

Also, the Marketing Cloud provides lead filtering and management, customizable qualifiers, and visitor reporting.

However, the most valuable feature for marketers is probably marketing automation. It is simple and convenient to integrate Marketing Cloud with Sales Cloud or Service Cloud to have all data in one place. 


Salesforce Analytics Cloud

Analytics Cloud is a business intelligence platform that is used for data file elaboration and to visualize data and reports. The Salesforce service is mobile-friendly and can be integrated with other Salesforce clouds.

It can automatically generate simple answers to the most complex business queries based on available data. 


What are the benefits of Salesforce?


The platforms provided by Salesforce are fully customizable and can meet the requirements of any business. Salesforce constantly improves its products with respect to user-friendliness, customizability, and new features.

The objects found in Salesforce can be set entirely in line with requirements at any time.


Another advantage of the Salesforce cloud service is that it allows users to access the software at any time, from any location. The application of Salesforce is accessible on desktops, laptops, or smartphones.

The CRM tools provide protected clouds, which make it safe for the user to get easier access to important files and get updates about their clients.


With the expansion and evolution of the business, the salesforce also grows. Salesforce architecture and functionality are designed in such a way that CRM can grow alongside organizations without disrupting software. 

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As mentioned in the article, Salesforce is known for its advanced CRM system. It is the best cloud service provider, which can be a valuable tool for managing customer relationships and sales opportunities.

The companies associated with salesforce have never shown any regrets regarding their services. Salesforce provides the best services and makes its customers satisfied.

I hope this article gave you a basic understanding of what salesforce is and how does Salesforce help? in various businesses.

To accelerate your career in business management, enroll now in our CBAP® - Certified Business Analysis certification training.

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Niharika Chaurasia

Niharika Chaurasia

Niharika is a technical content writer in the education niche with vast experience in creating content for certifications and training programs. She creates engaging, easy-to-understand, and valuable content for both beginners and professionals aspiring to enhance their careers.

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