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Salesforce.com Overview

Posted September 11th, 2008 in Certified Administrator and tagged , , , , , by John Coppedge

Describe the software-as-a-service (SaaS) model

Software-as-a-service refers to the concept of a hosted solution. The vendor (Salesforce in this case), owns and maintains the servers, software, and everything else that is required to keep the system up and running. The customer purchases licenses to use the product, and connects to the software through the internet. The beauty of this model is that the customer no longer has to maintain the IT infrastructure. The downside is that it can be more expensive long-term than the client/server model, and requires a constant internet connection.

Beyond SaaS

You should also become familiar with the term platform-as-a-service (PaaS). This refers to the end-to-end development and release of an application through the web. For instance, I would design a custom app for Salesforce.com and release it to my users entirely through my web browser.

Both SaaS and PaaS are examples of cloud computing. The gist of cloud computing is that the server(s) is hosted on the internet (also known as the cloud).

Additional Reading

http://en.wikipedia.org/wiki/Software_as_a_Service
http://en.wikipedia.org/wiki/Platform_as_a_service
http://en.wikipedia.org/wiki/Cloud_computing
http://en.wikipedia.org/wiki/Client_server

 

List and describe the different Salesforce applications

Applications are selected from the top right drop down menu:

Top right showing Sales app 

Salesforce applications are a bundle of tabs packaged together.  When you change applications it will changes the tabs listed on the top of your screen.  Each tab represents a Salesforce object.  Below is an overview of the applications and the tabs packaged by default.

Just because the tab is not listed in the application does not mean that the user cannot access the data. Security controls are completely independent of the application, and a full list of objects can be accessed by the right triangle to the right of the last tab:

Last two tabs- arrow right circled 
Sales: Home, Campaigns, Leads, Accounts, Contacts, Opportunities, Forecasts, Contracts, Cases, Solutions, Products, Reports, Documents, Dashboards
Call Center: Home, Accounts, Contacts, Cases, Solutions, Reports, Dashboards, Documents
Marketing: Home, Campaigns, Leads, Contacts, Opportunities, Reports, Dashboards, Documents
Ideas: Home, Contacts, Accounts, Ideas, Reports, Dashboards

 

List and describe the standard Objects

The help & support section of Salesforce does an excellent job of explaining what each of these objects does.  The bulk of understanding how each object relates to the whole application comes mostly through experience.

Accounts are where the company contact info is stored.  Understand the Person Account- this type of account combines the contact and account into one object type.  This would be used for b2c applications where two records would be redundant.  Person Accounts must be specifically requested and can only be enabled by Salesforce.com staff.
Activities are split into tasks and events.  Tasks are typically phone call or emails that would be logged on the account/lead/opportunity/case.  Note that the look-up field field on activity is not standard because it can reference many different objects (more on this later).  Events are appointments; think calendar items in Outlook.  Activities are enabled on a per-object basis.  This means that while you log calls on an account you cannot log a call on a report, for instance.
Assets can be used to track your company’s or your clients’ assets.  They relate to the account and contact, and link to Products, by default.  Products do not need to be added to a price book to be linked to an asset.
Campaigns are used for marketing purposes.  Leads and contacts can be added to a marketing campaign.  The campaign can then be used to track response rates to marketing campaign, establish ROI, and so forth.  Web-to-lead can be configured to automatically add your lead to one campaign.
Cases are used to track support issues.  They can be configured to be accessible through the self-service portal (Salesforce.com support is set up this way).  Email-to-case and web-to-case are also possible.
Contacts store contact information, and are linked to accounts.  If a contact is not linked to an account then it is a “private” contact and only viewable by the contact owner or salesforce administrator.
Contracts used to track contractual agreements and provide an audit history of that agreement.  Contracts are related to accounts, not opportunities.
Dashboards are comprised of components.  Each component links to a report or external source.  Each report can provide only one summary field (two for matrix reports).  The component determines how the data of the report is presented.  Dashboards are only as current as the last time they were refreshed.  A dashboard refresh can be done manually, or can be scheduled on a daily/weekly/monthly and emailed upon automated refresh.
Documents
are different than files attached to objects.  Documents are shared online documents and are used this is where you would store graphics for email templates and other files that Salesforce uses.
Forecasts can be used to project revenue, and track user quotas.  Customizable forecasting can be used for users to override projections in opportunities.
Leads can be converted to a contact, account, and opportunity.  Web-to-lead will allow you to convert website submissions directly into Salesforce leads.
Opportunities represent a)a sale or b)a lost sale or c)the potential for a sale.  The stage field of the opportunity indicates at what point in the sales cycle the opportunity currently resides, and marks the probability (%) field with the corresponding percentage.  This probability field is often used to create projections.  Each stage can be marked as Closed/Won (sold) or Closed/Lost (lost) or neither (open); abc respectively.
Opportunity Products are can be added to opportunities to represent line items in a sale.  Opportunity "3 widgets" represents the sale of 3 widgets at $40/pop.  You would add an opportunity product linked to the product "widget", qty 3, price $40.  Opportunities products are linked to Opportunities through a
master/detail relationship.  Products must be added to a price book to be selectable as an opportunity product.
Price Books are used to establish different pricing structures for products.  Large client A gets the product for $50, while the public list price is $100.  No problem- create the price book "Large client A" and add the product to that price book for $50; add the product to the "Standard Price Book" for $100.
Products would typically be used to store the products that your company sells, or the assets that your company or clients maintain.  Add products to price books to establish pricing for opportunity products.
Reports come in 3 varieties:  Tabular, Summary, and Matrix.  Tabular is a plain list (like an Excel file).  Summary will summarize information on one axis- for instance I want to see all opportunities per sales rep.  Matrix reports will summarize information by both axises.  I find Matrix reports particularly useful for Dashboard purposes.  A report is created by selecting a Report Type.  Report Types can be created as well.
Solutions are used to create answers to commonly created cases.  Solutions can must be reviewed before published, and can be made accessible in the self-service portal creating a knowledge base type of application.
Users are the ones that log into Salesforce.com.  When a user is no longer "active" you can no longer assign records to that user.

Here’s how most of the objects relate.  >| means that this is a many-to-x relationship, while a straight line indicates a one-to-x relationship.  Example: A contact can be associated with only one account, but an account can have many contacts.  Many contact can in turn be associated with many campaigns (many to many relationship).

object overview

22 Responses so far.

  1. hetalNo Gravatar says:

    where can i find practice exam ….i wish there could be few test paper just like real exam to practice…..

  2. DilloTexNo Gravatar says:

    Hi John,
    This is a goldmine of a site. Thanks so much for the time and effort that you’ve put into it. It is really helping me out.
    One correction… Your diagram has at least one of the relationships backwards. I haven’t reviewed all of the relationships in detail, but if the statement is true that “An Account can have many Contacts” then the “crows foot” goes next to the Contacts object.
    Thanks again for the valuable resource.
    All the best…

  3. John CoppedgeNo Gravatar says:

    Good catch- looks like they are reversed. They should be reversed consistently, however. Not sure what I was thinking!

  4. ChrisNo Gravatar says:

    Same question on the practice exams. Any clues where to find some?

  5. DeborahNo Gravatar says:

    I don’t have an Ideas App in my Developer Edition. I do have a Community App that has the Ideas Tab in it. Is this a new feature?

  6. SunilNo Gravatar says:

    I think the ideas is now called ‘community’ as the idea tab appears in that app

  7. John CoppedgeNo Gravatar says:

    Here’s a good diagram all: http://setupforce.wordpress.com/2010/01/31/salesforce-schema/

    Cheers,

    John

    @ Deborah

    The Community app replaced the Ideas app.

  8. nunuNo Gravatar says:

    Thank u i needed this.

  9. JamieNo Gravatar says:

    John,

    This site is insanely useful. Much thanks!

    Couple of minor suggestions ….
    – It might be helpful to add contextual quiz questions to the information blocks. Perhaps drop some of the information into Q and A format.
    – duplicate next section/previous section links on the bottom of the static information.

  10. John CoppedgeNo Gravatar says:

    Thanks Jamie,

    I appreciate the suggestions. I haven’t had much time to dedicate to the site recently but will keep them in mind for the future. Cheers,

    John

  11. JP SeaburyNo Gravatar says:

    Update: Standard Salesforce.com apps now include Content and Salesforce Chatter.

    Content Tabs: Home, Workspaces, Content, Subscriptions

    Salesforce Chatter Tabs: Home, Profile, People, Groups

    Terrific site, John!

  12. alexNo Gravatar says:

    Love it…..Pure gold. Thank you so much…Find me at df10 I owe you a drink

  13. NyjilNo Gravatar says:

    Excellent site – in fact its now becoming like my becon to learning SFDC. What an effort , kudos to you.

  14. AliNo Gravatar says:

    hello…

    I am planning to certify in different areas of sales force certification. I am new to sales force, can some one guide me on the training and access to sales force while i am learning?
    I do not have $3000 to spend on each of their official training courses.
    My goal is to be an independent consultant.

    Thanks
    Ali

  15. Kimberly JNo Gravatar says:

    @Ali,
    You can try Contact Manager for free for 7 days, then subscribe for $5/month. There is also a 30 day free trial for Salesforce CRM. Group Edition is $25/month. Check out all the editions here:
    http://www.salesforce.com/crm/editions-pricing.jsp?d=70130000000FMDy&internal=true

    Here is a link to sign up for a free developer account. Not sure if you have to be a customer or not but you can check it out.
    http://www.developerforce.com/events/regular/registration.php?d=70130000000EjHb

  16. LucyNo Gravatar says:

    I don’t see Marketing in the enterprise edition – is this still a standard app?

  17. John CoppedgeNo Gravatar says:

    Yes Marketing is still a standard app- make sure that you have the app enabled for your profile and the marketing user permission on your account.

  18. JamyNo Gravatar says:

    This is simply fantastic. God bless you for such wonderful work done.

  19. Sathya Narayanan SrinivasanNo Gravatar says:

    Your blog helped me in clearing the adm 201 exam.. Exhaustive information in a simple form… Thank you so much….

  20. ActNo Gravatar says:

    Hi John,

    This is absolutely a fantastic site. Am planning to take up ADM201 certification and your site is helping me a lot .

    But a small suggestion , can we have set of questionnaire after each of the topics.

    Thanks,
    A

  21. NidhiNo Gravatar says:

    Hey,

    I am planning on doing the certification in a month or two. I am currently unemployed so this is really important to me.

    I will be studying on my own and would request people who appeared for the exam in the last few years to share other material they went through to prepare.

    Thanks,
    -N

  22. LynnNo Gravatar says:

    Hello,

    Thank you for all of this work. Even without the last few years of updates, there is a lot of valuable info. here.
    I’ve been a point and click SFDC admin. for several years and wish I would have found you sooner!
    Nonetheless, I’m grateful to find you, now.

    As Nidhi requests, above, any updated info from certified test takers would be much appreciated. When I get through my certification – I will pay it forward, in kind.

    Thanks,
    Lynn

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