Jon Paz

Unlike traditional software, Salesforce is software-as-a-service (SaaS). You sign up for a subscription and log in through a browser, and the software is immediately available. You may need to make some adjustments to make all aspects apply to the details of your business. There’s no purchase, installation, or hardware setup required!

Salesforce.com drives much of its feature updates based on its existing road map and requests from customers just like you. A few times a year, Salesforce.com comes out with a new release of its award-winning service. That’s the benefit of these cloud-based business applications, because the infrastructure isn’t maintained by you.

Salesforce has an easy-to-use wizard that steps you through importing your Campaign Member updates, Leads, Accounts, Contacts, and custom objects. If you’re a system administrator or you have the right profile permissions, you can perform these tasks for your users.For other objects’ legacy data (such as Opportunities, Cases, and Activities) that you want to have in Salesforce, you have to enter information manually or use the Data Loader, which is a data import and export tool that comes with Enterprise and Unlimited editions to automatically migrate data into Salesforce.

Salesforce comes packed full of great tools to help you win more deals, get more leads, and provide better customer service. This brief guide will help you understand how Sales Cloud, Marketing Cloud, and Service Cloud help make you more productive and efficient. How to use Sales Cloud to win more deals Sales Cloud helps companies increase their sales success in a number of ways.

If your company’s instance of Salesforce is just a few years old and the Lightning Experience is enabled by default, congratulations! You have a fairly young instance of Salesforce, and hopefully the guidance we’ve given you in this book can ensure your Salesforce customizations use best practices that will scale for the future.

As customers, employees, and partners began building custom Salesforce applications (or apps), some bright person came up with an idea: Wouldn’t it be great if other customers like you could simply try, download, and install these custom Salesforce apps without having to build them on their own? iTunes uses the web to distribute music, so why shouldn’t enterprise applications work the same way?

Prior to the addition of Salesforce Content, you could store files in Salesforce on the Documents tab. Although not as robust as Content, the Documents tab is still available and useful in many ways. For example, you can host images referenced in email templates, custom apps, fields, and even Force.com sites on the Documents tab.

If you struggle to stay in touch with prospects or customers on a regular basis, you can use Salesforce to send mass emails and lighten your workload. Mass email is particularly helpful for sales reps who send common messages that don’t require a lot of personalization. For example, if you’re an institutional sales rep selling shares of a hedge fund, you might want to send a monthly email newsletter to sophisticated investors specifically interested in your fund.