What do you know about Salesforce?
Salesforce has become a leader in CRM development. It is a single, integrated customer relationship management (CRM) platform that connects businesses with their customers. Salesforce provides a standard shared picture of every customer to all the departments, including marketing, sales, commerce, and service, and also allows users to store the data on a secure Cloud. Not only does the platform include a number of services and tools for relationship management, but it also assists in app development. As a result, Salesforce allows you to operate your business from anywhere.
Explain Salesforce Admin characteristics.
Salesforce Administrators manage and maintain the Salesforce platform, making them an integral part of an organization’s technology team.
Successful Salesforce Administrators possess technical proficiency, analytical skills, effective communication, problem-solving skills, attention to detail, and a commitment to continuous learning.
They use data to make informed decisions that optimize the platform’s performance and drive business success.
Salesforce Administrators troubleshoot and solve problems related to the platform and ensure that the data is accurate and up-to-date, as it forms the basis for critical business decisions. They collaborate effectively with different teams and explain technical concepts in simple terms.
Expand CRM and explain.
The expansion of CRM is ‘Customer Relationship Management.’
CRM is an application that helps automate systems or digitize marketing functions. With this software, companies can plan to increase their profits and revenues. This strategy of incrementing revenue and profit is made by attracting customers, clients, and sales. The important concept of CRM is customer value.
There are four CRM initiatives as below:
- Customer acquisition
- Customer retention
- Customer churn
- Customer win-back
Distinguish between Salesforce.com and Force.com.
Both are relatively the same but different in their functionality.
- Salesforce.com helps build CRM-functionality-based applications, e.g., an iPhone ‘app’ that stores contact details, makes phone calls, and has all the other standard functions of a phone.
- Force.com is used to customize a data model and a user interface, e.g., an iPhone OS environment that can build and run apps.
What are the available portals in Salesforce?
Three types of portals are available on Salesforce.com:
- Customer portal: It enables us to utilize the capabilities of the web as the ideal channel to deliver superior self-service.
- Partner portal: It allows partner users to log in to Salesforce via a separate website than that is used for our non-partner users.
- Self-service portal: Customers will be able to search for details about the organization using this portal.
Why do we use Tabs in Salesforce? Mention the types of Tabs.
In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data.
There are three types of tabs:
- Custom tab
- Visualforce tab
- Web tab
What is Profile? Mention the types of Profiles available in Salesforce.
A profile is similar to settings and permissions in Salesforce. It is used to perform different functions that are defined by users. It is another way to manage particular records.
There are two types of profiles:
- Standard profiles: Profiles created by Force.com
- Custom profiles: Profiles created by users
Salesforce standard profiles are:
- Standard User
- Solution Manager
- Marketing User
- Read-only
- System Administrator
How to delete or freeze users in Salesforce.com?
Deleting a user is not possible in Salesforce.com, but we can deactivate the user by using the Freeze option.
To freeze a user, go to:
Setup > Manage Users > Users
Mention the ways to store files, documents, and images in Salesforce.com.
We can store files, documents, and images in Salesforce.com as below:
- Attachments
- Documents
- Google Drive
- Libraries
- Chatter Files
How to set the Login Hours and Login IP ranges for the users in Salesforce?
Login Hours: If Login Hours is set in an organization, then it restricts the login before or after login hours.
Setup | Administration | Manage users | Profiles
Login IP: It helps restrict the login attempt from unauthorized IP addresses.
Setup | Administration setup | Manage users | Profiles
