Top Features of #Salesforce Platform - Every Salesforce Professional Must Know

1. Top Features of Salesforce Platform Every Salesforce Professional Must Know Salesforce platform is an ultimate trendy CRM solution for small, medium, and large businesses as well. Its spectacular user-friendly characteristics and features make it more preferable to other cloud CRM systems. It sounds and seems to be critical and technical, in fact, it’s so simple, easy to understand, and implement. Salesforce CRM training helps you to get substantial command over the platform and lets you play in diversified personalized styles. Every Salesforce professional, a beginner or an experienced one, do come across the basic and important features of the Salesforce platform – these are highly essential to incorporate substantial insightful business solutions. Here are some of its outstanding features which a developer, administrator, or a consultant should know to deal with the Salesforce platform. 1. Custom Objects, Fields and Relationships The Salesforce CRM platform allows business users to configure and develop personalized services and satisfy their customers. The spectacular features of the platform – custom objects, fields, and relationships – enables the users to customize and use the appropriate services easily and effectively. Firms, whether small or large, deal with extensive databases for storage, analysis, and management of a company’s data. Like the databases which have columns and rows, Salesforce has tables or objects with fields

2. and records. They intend to store the required information. You can configure and customize the objects as per your business needs and so they are called custom objects. Salesforce professionals deal with designing the custom objects and manage them for efficient analysis and operations. The custom objects are filled with fields which can be standard and customized too. Various fields relative to sales, customers’ contacts, addresses, leads, etc. can be filed, managed, and tracked easily. Also, businesses do deal with interrelated data of different objects – so the Salesforce platform enables a relationship between two different custom objects. It helps the users to view the records of related data. This ability to create custom objects, fields, calculations, fields, and views facilitate substantial customization. 2. User Management Administrators or operators need to look after the users’ needs, manage the users’ access to the platform and train them to use it well. They should also know how to add new users. On the basis of the users, user role, groups, etc., they provide access to choose the features, data, objects, etc. So, a Salesforce Administrator should be proficiently thorough in the knowledge of Salesforce CRM concepts and user management. Salesforce training from reputed institutions like Capital Info Solutions enables you to get skilled in such user management which is the main element of Salesforce Administration. 3. Page Layouts and Record Types Page layouts and record types of the Salesforce platform help in enhancing the visual appeal of the features and the services. The page layouts as the name says empowers the users to organize the fields, custom links, and related lists on the objects. They are also used to edit the pages as per the customized needs. Page section customizations, field properties like visible and read-only ones, etc. are some of the considerations under the page layout features. Record types help the users to relate different business processes through picking of the subset values or records. On the basis of the user profiles, the users view different records in different page layouts. The record types help in tailoring user interaction experience, and easier administration. Simple drag and drop methods are enough to create the required page layouts and record types.

3. 4. Reports Any business organization is busy in reporting its operations to the next users, higher official, clients, and customers. However, instead of utilizing the error-prone manual power, Salesforce reports features can be used to make perfect, accurate, instant, and automatic reports easily through its advanced features. This feature helps the users to report all the data which is present in the system. Different kinds of adhoc reports and others can be made efficiently and saved with this extensive yet important feature of Salesforce. 5. Dashboards All the Salesforce users of an organization should be enabled with a common user interface which helps them to understand and know the key performance indicators involved in the business processes. Dashboards of this super cloud platform are the real-time user interfaces which include single page graphical representations and other data of the current and historical work status. They allow the users to take instantaneous and informed decisions easily. 6. Workflows and Process Builder Automated workflows and process builder are the stupendous Salesforce features that automate complex business processes into simple ones. Any non-technical user can also perform critical operations effectively with the simple and feasible mechanisms of these workflows and process builders. No more coding is required in this process. Moreover, the Salesforce Admins can design specific rules as to when and where a user can use the particular workflow for a specific operation. Different activities like field updates, send email, create a task, etc.

4. can be performed with selective automated processes scheduled as per specific timings. These features are characteristic in sending notifications which remind and regulate the users to perform certain actions accordingly. 7. Validation Rules It is equally important to check the validity of the data before going through further steps. Therefore, Salesforce provides specific features of validation rules – they find if the data entered into Salesforce is valid or not. The module of Formula and Validation in the Salesforce platform avails you better knowledge on how to create these formulas and make your own validation rules. 8. Chatter The Chatter feature of Salesforce is very much useful – it incorporates features like feeds, profiles, groups, and others. It helps to share the information among the users and enables better cooperation and collaboration among the users. It is one of the best means to keep knowing the latest updates of the company. However, proper security and permission settings are designed to make users use the chatter feature. The Salesforce Admins are involved in managing the chatter abilities to different users. 9. Email Templates The Salesforce platform has an excellent feature of branded email templates which permits you to send common information to multiple customers at a time. There is no need to type the longer emails anymore for each individual. So, you can save a lot of time in bulk typing. Also, there will be no more errors. Various email applications like Microsoft Outlook, Lotus Notes, and Gmail can be integrated with the Salesforce.

6. 10. Salesforce Mobile Salesforce is the latest cloud computing technology which can be used in even smartphones and mobiles engaged with faster internet access. Salesforce1 mobile app brings every cloud feature at your fingertip. So, you can get aware of the real-time events and participate in the relevant business processes wherever you are. 11. Lightning Experience Lightning experience in Salesforce is the extraordinary feature beneficial for the individual as well as business users. It is an outstanding platform to enable users to build and develop customized business mobile and web apps in an elegant way. No programming codes and technologies are required to use the lightning platform. Only simple low-code tools are involved in the lightning processes – they allow the users to use simple point- and-click and drag-and-drop mechanisms to develop the best apps with a sparkling performance. Salesforce lightning training allows you to learn various interesting concepts of the lightning platform – so you can definitely excel yourself in designing customized business apps and have progress in your career. 12. Integration Tools Salesforce enables the users to integrate any third party services or apps which are specific for your company and are not included in the platform. Application Programming Interfaces (API) are the best coding tools which specifically integrate data, logic, objects, etc. with any of the software applications you need. The Salesforce platform also has data import and export tools which allow the users to input, modify, and extract data in bulk for business uses. Different kinds of APIs including Rest APIs, SOAP APIs, Bulk APIs, etc. are available which are used as per the requirements.

7. 13. Forecasting Salesforce integrates the better considerations of artificial intelligence tools. They are excellent in forecasting and provide excellent insightful predictions which can ultimately enhance various sales, marketing, and other business processes. Bright intellectual decisions can be easily made by the professionals based on the forecasting reports – salespeople, marketers, customer service team, and analysts get more benefits by appropriately using this feature. While Salesforce itself is an excellent cloud tool, we can’t neglect any of its features as all of them are designed for specific applications. However, the above ones are some of the most important features which everyone should know. Get ready to join Salesforce online training in Bangalore now to gain Salesforce skills and be lucky to acquire magnificent Salesforce career ahead. Salesforce Training and Placement