Recently I have attended a two-day workshop on Salesforce under the mentorship of Mr.Vimal Daga Sir!

Key Takeaways:

  • Customer Relationship Management or CRM for short, helps the business to maintain the value of its customers and prioritize the relationship with the customer via service
  • the major between Salesforce Classic and Salesforce Lightning is the fact that classic is meant to be the older platform but whereas lightning is the latest platform with more versatile functionalities in comparison to the classic platform. Lighting platform provides features like automatic converting view of the app per device and so on, Which aren’t available in the classic platform
  • Steps to create a developer account in Salesforce is as follows:
1.Access the “Get your very own Developer Edition”2.Now insert all details like the Name, Email Address, Company, Job Role, Username,and so on~3.Now to verify your Email Address and set up your password4.Access the portal via the assigned credentials
  • “Utilities” is the section that provides us to access the tools and adds background utility items to our app
  • We can add a tab to our app by specifying in the Navigation items within the settings
  • Using roles you can control other user’s accessibility and visibility while working on the Salesforce app
  • Objects are to be created before creating a tab in Salesforce, Fields in Objects could be added in the Fields and Relationships section in the Object Manager
  • Then we can add a tab to our app by specifying in the Navigation items within the settings
  • Heroku Platform is also a part of Salesforce Platform
  • Heroku is a PaaS that lets the devs build, run, operate apps on the cloud
  • It’s a drag-drop envi that allows us admins to create lightning pages via standard and custom lightning components
  • In the Lightning app builder we can use the GUI for creating the Salesforce lightning pages
  • They are easy to create custom pages for mobile app
  • The Salesforce Marketing Cloud / ExactTarget Fuel REST API is a lightweight easy to use service
  • while working with it we use the Fuel SDK
  • The SDK supports up to 6 languages: Ruby, Python, Java, C#, Node, and PHP
  • Actions let us build a custom dev tool for lightning platform apps, these encapsulate a piece of logic and then allows us to perform a certain task using it like maybe sending an email notification
  • The Lightning Component is a UI framework meant for developing single-page based app for mobile and desktop devices
  • Understood the key resources of the CRM model i.e Customer Service, Sales Force Automation, Lead Management, Marketing, Workflow Automation
  • CRM tools let us store customer prospects like contact info and tries to identify sales opportunities, maintain a record of service-issues, set up marketing campaigns
  • all this is one place, making the info of the customers available to our company members if and when needed
  • Understood the procedure of creating a trailblazer app and how to use it
  • Created a travel lightning approval app using Salesforce
  • Marketing clouds are meant to connect discrete interactions from any channels, on the customer’s terms and requirement
  • It unites the customer’s data with their behaviors in real-time, creating a more intelligent communication/interaction with the customers through their responses and providing their needs