What is Salesforce? (2021 Guide)

Track IT Consultants
3 min readJun 3, 2021

What is Salesforce?

Salesforce is a cloud-based platform that helps build Slaesforce CRM (Customer Relationships Management) Consultants Applications like Sales, Service, and Marketing. Salesforce offers various Cloud service that includes Infrastructure As A Service (IAAS), Platform As A Services (PAAS) and Software As A Services (SAAS). Salesforce is a leading Cloud service provider; its flexible data model helps us to build custom applications. The Force.com platform is the first platform as a service (PaaS), enabling developers to create and deliver any business application entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you develop solutions for your unique business requirements, without any programming experience.

Salesforce Products:

Salesforce offers other cloud solutions for Health Cloud, Banking Cloud, Commerce Cloud, the Industry cloud, Analytics, Community Cloud, Financial Cloud.

Salesforce offers a cloud solution for all types of business, and the price is predictable so that it’s easy to maintain the license cost. Small scale companies to large scale companies’ Salesforce offer different licenses. Salesforce Lightning Platform comes with the below editions. Salesforce is a cloud-based platform that helps build CRM (Customer Relationships Management) Applications like Sales, Service, and Marketing. Salesforce offers various Cloud service that includes Infrastructure As A Service (IAAS), Platform As A Services (PAAS) and Software As A Services (SAAS). Salesforce is a leading Cloud service provider; its flexible data model helps us to build custom applications. The Force.com platform is the first platform as a service (PaaS), enabling developers to create and deliver any business application entirely on-demand and without software. The platform also includes easy-to-use, point-and-click customization tools to help you develop solutions for your unique business requirements, without any programming experience.

· Salesforce Platform Essentials.

· Professional Edition.

· Enterprise Edition (Popular Edition)

· Unlimited Edition.

Along with Editions, Salesforce also extends the support with additional functionalities for CPQ and Billing, Sales Cloud Einstein, Pardot, Quip, Social Intelligence, etc.

Salesforce AppExchange:

It’s a marketplace, Salesforce, and Salesforce partners build the applications. If the customer needs quick solutions to save the development time, customers can find the easy solution in the AppExchange by paying the license cost.

Salesforce Application development:

There are two ways we can build the application in Salesforce.

01. Declarative approaches (Also known as point and click approaches)
02. Programming approaches (Also known as Customization)

Salesforce working space

Salesforce Application architecture:

Salesforce uses MVC (Model View Controller) architecture.

Model: The model layer represents the data layer; in Salesforce, we store the data in Salesforce objects (Subjects are database tables).

There are two types of Subjects

1) Standard objects

2) Custom objects.

1) Standard objects: These objects are the database tables provided by Salesforce to support the standard business functionality (sales /service/marketing apps). Below are some of the standard objects.

Accounts
Contacts
Opportunities
Cases
Contracts
SolutionsCampaigns

2) Custom objects: To extend the business functionality, Salesforce allows us to create custom objects, fields and relationships.

We can create objects fields and relationships with the help of point and click tools.

View: Is a User Interface layer, Salesforce provides standard UI components like Application, Tab, Page layout. All these UI components we can create using point and click tools.

To create custom UI, developers need programming skills.

Controller: The controller is also called as the middle layer. In the controller layer, admins/developers build the business logic. Salesforce provides OOB standard controllers to define the business logic through point and clicks (Configuration tools); below are the point and click (Configuration) tools.

· Validation rules.

· Workflow rules.

· Process builder.

· Approval process.

Salesforce always prefers to use point and click tools rather than writing custom code. Developers can go with custom logic implementation if the standard tools not support to achieve the business functionality. We use Apex programming as a custom controller.

So it is advisable to all the Salesforce learners. If someone wants to start Salesforce learning, they should complete the learning all point and click way of developing the application (also known as Salesforce Admin) first. Then the person can go for development. It gives the developers the ability to decide which approach (Point and click or Customization) needs to follow to implement the business logic.

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