Salesforce Admin #QnA

Q.1 What is Salesforce?
Ans. Salesforce is the world’s #1 customer relationship management (CRM) platform. It help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. It is a cloud computing service as a software (SaaS) company.

Q.2 What is CRM ? Components of CRM.

Ans. Customer Relationship Management(CRM) is a methodology that enables companies to see a complete 360-degree view of all business relationships.

Q.3 What is Salesforce Automation?

Ans. Sales Force Automation (SFA) refers to software apps for sales management. SFA provides automated workflows that create a streamlined sales process to manage business leads, sales forecasts and team performance. SFA may also be referred to as Salesforce Management.

Q.4 What is Marketing Automation?

Ans. Marketing automation helps you to identify potential customers, automating the process of nurturing those leads to sales-readiness. It automates actions that bring prospects to the point where they can be directly approached by the sales team with the aim of closing a sale and starting an ongoing relationship.

Q.5 What is salesforce service automation?

Ans. Salesforce Service Cloud features customer service scripts that help agents streamline customer conversations, capture all needed information, and reduce errors.

Q.6 What is Cloud Computing and types?

Ans. The term cloud refers to a network or the internet. It is a technology that uses remote servers on the internet to store, manage, and access data online rather than local drives. The data can be anything such as files, images, documents, audio, video, and more.

Types of Cloud Computing

1. Infrastructure as a Service (IaaS).

2. Platform as a Service (PaaS).

3. Software as a Service (SaaS).

Q.7 Structure of Salesforce.👈

Ans. With the service, you can access your critical information and view and update information on:

• Accounts - information on specific companies 

• Contacts - information for individuals associated with your accounts 

• Leads - information on prospective clients 

• Campaigns - information on marketing programs 

• Opportunities - specific sales you’re pursuing at individual accounts 

• Forecasts - projected quarterly sales targets 

• Contracts - written agreements with your customers 

• Cases - information on customer problems and questions 

• Solutions - resolutions to your customer’s problems 

• Products - items, prices, and descriptions of what you sell 

• Documents - centralized location for storing and sharing company files 

• Reports - data analysis for individuals and the entire organization 

• Dashboards - graphs and charts based on your custom reports 

• Custom Objects - custom tables that allow you to store information unique to your organization

In addition, you have access to the following: 

• Tasks and calendar events. 

• Integration with Microsoft® Office, including Outlook, Excel, and Word. 

• Integration with IBM® Lotus Notes®. 

• Competitor and partner information. 

• Assets that your customers have.

-:Basic Salesforce Terminology:-

        

   

    

Q.8 What is URL & ID generation of records?

Ans. Whenever you are going to see any record details, the URL something :-

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