Salesforce Basics – Cloud Computing

Notes
1. What is Cloud Computing?
Cloud Computing is the delivery of computing services—like servers, storage, databases,
networking, software, analytics, and intelligence—over the Internet ("the cloud") to offer
faster innovation, flexible resources, and economies of scale.

Key Benefits:
 Scalability – Easily scale up/down resources.
 Cost-effective – Pay only for what you use.
 Accessibility – Access from anywhere with internet.
 Automatic updates – No manual installation needed.
 Disaster recovery – Better backup & restore options.

2. Types of Cloud Computing (Based on Deployment Model)

Model Description Example

Public Cloud Services offered over the Microsoft Azure, Google

public internet, shared by Cloud, AWS
multiple users

Private Cloud Services used exclusively by VMware, IBM Cloud Private

a single organization

Hybrid Cloud Combination of public and AWS + Private Data Center

private clouds

3. Cloud Service Models

Model Full Form What it Provides Example

IaaS Infrastructure as a Virtual machines, AWS EC2, Google

Service storage, servers Compute Engine

PaaS Platform as a Platform to develop, Salesforce Platform,

Service run, and manage Heroku, Google App
apps Engine

SaaS Software as a Fully functional Salesforce CRM,

Service software over
 internet Gmail, Zoom

Quick Comparison:
Feature IaaS PaaS SaaS

User Controls OS, apps, storage Apps & data only Only user settings

Target User System Admins Developers End Users

Example Use Hosting website Building web apps CRM, Email, Chat

4. On-Premises vs. Cloud Models

Feature On-Premises IaaS PaaS SaaS

Ownership Full (hardware, Partial (Infra Vendor-owned Fully vendor-

software) via vendor) infra + platform managed

Control Full control OS & apps Only app config Minimal (just
user input)

Maintenance Done by org Shared Vendor Fully vendor

Cost High CapEx Lower CapEx Usage-based Subscription-

based

Example Own data AWS EC2 Salesforce Salesforce CRM

center Platform

5. Example to Understand All Models

Model Analogy

On-Premises You buy ingredients, cook pizza at home

IaaS You get kitchen equipment & cook yourself

PaaS You get dough, sauce, oven – just make the

pizza

SaaS You order ready-made pizza from a

restaurant
6. Where Salesforce Fits?
Salesforce is a SaaS (Software as a Service) product offering CRM software through the
cloud.

Also provides PaaS through Salesforce

Platform (Force.com) for custom app
development.

Salesforce Admin Fundamentals – CRM

Overview
🔹 1. What is CRM?

CRM stands for Customer Relationship Management. It is a strategy and technology used by
businesses to manage interactions with current and potential customers. The primary goal
is to improve business relationships, streamline processes, and increase profitability.

 ✅ Key Functions of CRM:

 • Centralizes customer data
 • Manages sales pipeline
 • Supports marketing campaigns
 • Enhances customer service
 • Provides analytics and insights

🔹 2. CRM Scope

The scope of CRM goes beyond just maintaining customer records. It includes automation,
reporting, and integration with various business systems.

 ✅ Areas Covered:
 • Sales Force Automation (SFA)
 • Marketing Automation
 • Customer Service & Support
 • Contact Management
 • Lead & Opportunity Management
 • Workflow Automation
 • Integration with third-party apps

🔹 3. Importance of CRM

CRM is essential for any organization that wants to build strong customer relationships and
improve profitability.

 ✅ Key Benefits:
 • Enhanced Customer Satisfaction
 • Increased Sales and Revenue
 • Better Data Management
 • Improved Customer Retention
 • Targeted Marketing Efforts
 • Performance Tracking and Reporting

🔹 4. Introduction to On-Demand CRM

On-Demand CRM (also called Cloud-based CRM or SaaS CRM) refers to CRM solutions that
are hosted in the cloud and accessed via the internet.

 ✅ Features of On-Demand CRM:

 • No software installation required
 • Automatic updates and maintenance
 • Accessible from anywhere, any device
 • Subscription-based pricing (pay-as-you-go)
 • Scalability and flexibility

✅ Example: Salesforce is a leading On-Demand CRM platform.

Salesforce Organization & Salesforce

Tools
1. Salesforce Organization

A Salesforce Organization (or Org) refers to a specific instance of Salesforce that holds all
your data, applications, configurations, and user information. It is a secure and independent
database that helps organizations manage their CRM needs.

🔹 Key Concepts:
- **Org ID**: A unique identifier for every Salesforce organization.
- **Edition Types**: Salesforce offers different editions such as Essentials, Professional,
Enterprise, and Unlimited. Each has different features and limitations.
- **Multi-tenancy**: A single instance of the Salesforce application serves multiple
customers (tenants), with each tenant's data isolated and secure.
- **Metadata-driven architecture**: Customizations are stored as metadata, allowing
scalability and flexibility.
- **Environment Types**:
- Production: Live data and actual users.
- Sandbox: Used for development, testing, and training (Full, Partial, Developer Sandboxes).
- Developer Edition: Free personal development environment.

2. Salesforce Tools

Salesforce provides a variety of tools to manage, configure, develop, and analyze your CRM
system.

🔹 Admin Tools:
- **Setup Menu**: Access to user management, object settings, automation, security settings,
etc.
- **Object Manager**: Manage standard and custom objects and their fields.
- **Profiles and Permission Sets**: Control access and permissions for users.
- **Page Layouts and Record Types**: Customize UI and data entry experience.

🔹 Development Tools:
- **Developer Console**: A browser-based tool for writing and testing code.
- **Visual Studio Code with Salesforce Extensions**: Popular IDE for development.
- **Salesforce CLI**: Command-line tool for automation, deployment, and scripting.

🔹 Automation Tools:
- **Process Builder**: Automate business processes via point-and-click.
- **Flow Builder**: More powerful automation and user interactions (screen flows, auto-
launched flows).
- **Workflow Rules**: Legacy automation tool (being replaced by Flow).
- **Approval Processes**: Automate multi-step approval mechanisms.

🔹 Integration & API Tools:

- **REST API, SOAP API**: Enable external systems to interact with Salesforce.
- **Apex**: Salesforce’s proprietary programming language for custom logic.
- **Lightning Web Components (LWC)**: Modern JavaScript-based UI components.

🔹 Analytics Tools:
- **Reports and Dashboards**: Visual representation and filtering of data.
- **Einstein Analytics (Tableau CRM)**: Advanced analytics and AI-based insights.

🔹 Mobile & App Tools:

- **Salesforce Mobile App**: Access CRM data on the go.
- **AppExchange**: Marketplace for pre-built apps and components.

Understanding and mastering these tools allows Salesforce Admins and Developers to
efficiently manage orgs, improve user experience, and ensure business success.