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Chaper - 1 Get start with Salesforce.com CRM

Welcome to Salesforce! Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster.

Note: All the information in this post is taken from salesforce trailhead, So it's genuine.

What Is Salesforce?


  • Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers.
  • Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud.
  • Before Salesforce, contacts, emails, follow-up tasks, and prospective deals might have been organized Separately in different device, storage and places. 

If your data is stored in spreadsheets, hidden in emails or text messages, or pinned to your bulletin board, it’s hard to get the full picture of your prospective customer. And you certainly can’t access the data from anywhere, anytime, nor can your manager or executives see your progress on deals in flight, at least not without calling you for a status update.

Salesforce takes all of that important data and organizes it into a simple user interface. It’s one place for you to:
  • Manage all your contacts
  • Work with your prospective customers
  • Organize tasks and to-do items
  • Focus on the right deals
  • Collaborate with your team
  • Showcase your big wins
  • Close more business
Simply put, Salesforce is one place for you to do stuff. And because it’s stored on our secure cloud, you can access your data anytime, anywhere, whether you’re on desktop or mobile.

When everything’s in Salesforce, you don’t need to worry about the note you left on your desk, or a file you have stored on your hard drive. You can find everything you need simply by logging in.

In addition, you no longer need to worry about updating your manager on how things are going with your top deals in flight. Instead, your manager can just log into Salesforce and see the latest data in real time.

This visibility is one of the key benefits of Salesforce. But rest assured, there are powerful security and sharing features that protect sensitive data and ensure the right folks see the right data.

How Salesforce Organizes Your Data

Salesforce organizes your data into objects and records. You can think of objects like a tab on a spreadsheet, and a record like a single row of data.

In more details as per Salesforce 
Object = One Table/Spreadsheet
Fields of Object = Column of Spreadsheet/Table
Records = Rows in Spreadsheet/Table

In more detail check this table:

Till Now we have discussed what is salesforce, It's benefits and how data arranged in salesforce.

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