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Pathway To Salesforce (PTS)

324 members • Free

65 contributions to Pathway To Salesforce (PTS)
Some Terminology in Salesforce
1) An APP in Salesforce is a set of objects, fields, and other functionality that supports a business process. 2) OBJECTS are tables in the Salesforce database that store a particular kind of information. We have two types of objects (i) Standard Object (ii) Custom Object. 3) FIELDS are columns in object database tables. We both standard and custom fields. 4) RECORDS are rows in object database tables. Records are the actual data associated with an object.
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Some introduction to salesforce you need to know
A salesforce is not just a CRM software/solution X It stores your customers data X It gives you processes to nurture prospects and customers X It provide ways to collaborate with the people you work with and many more. Salesforce comes with a lot of standard functionalities that you can use to run your businesses which includes the following. 1) You need to: Sell to prospects and customers Salesforce gives you: Leads and Opportunities to manage sales. 2) You need to: Help customers after the sale Salesforce gives you: Cases and Communities for customer engagement. 3) You need to: Work on the go Salesforce gives you: The customizable Salesforce mobile app. 4) You need to: Collaborate with co-workers, partners and customers Salesforce gives you: Slack and Communities to connect your company. 5) You need to: Market to your audience Salesforce gives you: Marketing Cloud Engagement to manage your customer journeys. 6) You need to: Automate common business functions Salesforce gives you: Flow Builder 7) You need to: Leverage current and legacy data from many sources Salesforce gives you: Data Cloud to bring in your data, normalize it, and surface insights for all your customer engagements. 8) You need to: Work smarter and improve productivity Salesforce gives you: Salesforce Einstein for predictive and generative AI tools
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Login Access policies
I learnt how to log in as a salesforce Admin and as another user.
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Mini Project from trailhead
https://trailhead.salesforce.com/content/learn/projects/protect-your-data-in-salesforce?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-administrator-credential
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1-10 of 65
Efetobore Igoni
5
352points to level up
@efetobore-igoni-1844
I'm destined to make changes

Active 3m ago
Joined Jul 28, 2025
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