In this article, we will dive deep into how to effectively use Salesforce, one of the leading customer relationship management (CRM) platforms in the world. Whether you’re a beginner looking to familiarize yourself with Salesforce or an experienced user seeking advanced insights, this guide covers it all. You’ll gain a comprehensive understanding of Salesforce’s core features, services, and products, including tools for sales, marketing, customer support, and analytics. By the end, you’ll be equipped with actionable knowledge to harness Salesforce’s full potential for improving customer relationships and driving business success.
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Prerequisites
- A normal or trial Salesforce account.
Understanding How to Use Salesforce
There are 5 major services that Salesforce Offers:
1. Salesforce Sales Cloud
- Sales Cloud can help you with the following
- Campaign Management
- Leads Management
- Accounts Management
- Contacts Management
To perform all the above follow the below-given steps:
- Step 1: Log in to your Salesforce account.
- Step 2: Go to products and choose Sales from the drop-down menu. You are prompted to a new window.
- Step 3: Choose the Campaign or Lead or Account or Contact menu depending on what you want to perform.
- Step 4: Now click on the new button. A window pops up.
- Step 5: Fill out the details and click on the Save button to save the changes made.
- Now you know how to use Salesforce Sales Cloud.
2. Salesforce Service Cloud
To access the Service Cloud console follow the given steps:
- Step 1: Log in to your Salesforce Account.
- Step 2: Create a Salesforce Console App.
- Step 3: Choose its display and save it.
- Step 4: Customize push notifications according to your requirements.
- Step 5: Grant users Console Access and start using the console.
- Step 6: Perform various operations on Case, Solutions, Knowledge, Communities, Social Media, and live agent with the help of the console.
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3. Salesforce Marketing Cloud
Salesforce Marketing Cloud has various features that are spread across the Marketing space:
- Real-time Customer engagement
- Automation of email and Marketing
- Listening and advertising on social media
- push notifications and SMS messages
- Marketing Analytics on customer data
- Step 1: Log in to your Salesforce account.
- Step 2: Go to products and choose Marketing from the drop-down menu. You are prompted to a new window.
- Step 3: Connect your Marketing Cloud with your Salesforce account.
- Step 4: To configure Cloud Connect API user in Marketing Cloud, hover over your username and select Setup.
- Step 5: From the Setup screen, type Users into the Quick Find box and click Users. Click on Create button. Now add your reply Email and notification email address.
- Step 6: Select your Time Zone and set a temporary password.
- Step 7: Click on the Save button. Now you can test the Marketing Cloud API.
4. Salesforce Community Cloud
- Step 1: Log in to your Salesforce account.
- Step 2: Go to products and choose Community from the drop-down menu. You are prompted to a new window.
- Step 3: Choose the New Community button. A large number of community templates appear on the screen. You can choose a template or build your own template. The new template is created.
- Step 4: Now click on the theme icon and choose a theme for your template. With the theme option, you can modify colors, fonts, content layouts, etc.
- Step 5: If you want to add any CRM components you can search for them in the search bar and drag and drop the search results onto your template. You can add as many components you want.
5. Salesforce Analytics Cloud
To enable the working of Analytics Cloud and follow the below-given steps:
- Step 1: Log in to your Salesforce account.
- Step 2: Choose Analytics from the product drop-down menu. Now go to settings and select enable Analytics Cloud
- Step 3: Click on the save button to save the configurations.
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Conclusion
- Salesforce is still evolving in terms of functionalities and features at an alarming rate. Thus, Sales, Communication, Marketing, etc can be improved significantly and that too in a cost-effective manner.
- Now you know about the major services offered by Salesforce and you now know how to use Salesforce for building your CRM software.
- Discover the benefits of integrating Salesforce with GitHub. Explore how this connection can improve your code management and Salesforce development processes.
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FAQs
1. What is Salesforce and how do you use it?
Salesforce is a cloud-based CRM platform used to manage customer relationships, sales, marketing, and support processes. You use it by leveraging its tools to track leads, automate workflows, analyze data, and improve customer engagement.
2. Is Salesforce easy for beginners?
Yes, Salesforce is beginner-friendly, offering intuitive interfaces and extensive learning resources, but mastering its advanced features may require practice and training.
3. Can I self-learn Salesforce?
Yes, you can self-learn Salesforce using free resources like Trailhead, Salesforce’s official learning platform, as well as online courses, tutorials, and documentation.
Easha is a programming enthusiast with 2+ years of experience. She has worked in automation test script creation, regression testing, and integration projects like Thyrocare Integration. She has a bachelor's degree in Computer Science and loves writing technical articles about data engineering. Her goal is to help people solve everyday problems through her work.
