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Posted on December 7th, 2012 by Sanjit Anand ||Email This Post Email This Post

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Salesforce is originally a Customer Relationship Management (CRM) software and is the most innovative company in America according to Forbes magazine.

It was founded in March 1999 by former Oracle executive Marc Benioff. CRM is originally software for managing customer interaction, such as scheduling tasks, emailing, texting, and many more tasks. has its services translated into 16 different languages.

Salesforce CRM provides a complete solution for that includes feature-rich solutions for marketing, sales, services, partner management and community management

Salesforce grew into a cloud software solution and acquired several other companies for Paas and Saas.

  • Platform as a Service Platform as a service (PaaS) is a category of cloud computing services that provides a computing platform and a solution stack as a service. The provider provides the networks, servers, storage, and other services that are required to host the consumer’s application.
  • Software as a Service Software as a service (SaaS) is a software distribution model in which applications are hosted by a vendor or service provider and made available to customers over a network, typically the Internet.


Salesforce is divided into different sets of tools referred to as “clouds”

  • Sales Cloud :Sales Cloud helps to sell products and Services, manage connection withcustomer, and close more deals. Sales Cloud include Chatter, Social Contact,Marketing and Leads,, Opportunities and quotes, Approval and Workprocess, Files and Libraries, Analytics and Forecasting, Partner Management,AppExchange, Email and calendaring
  • Service Cloud :Service cloud increase agent productivity, reduces servicecosts, and gain better visibility into Service Organization. It includes CustomerPortal, Live Agent, Contract and entitlement
  • Collaboration Cloud :Collabration cloud consist of Salesforce Chatter andRadian6 service cloud which helps to connect with co-workers, customers,and partners to share experience and information across.



Custom Cloud – Custom Cloud is infrastructure used to for building customized cloudapplication development for automation, analytics and approval processes


There are different and variety of modules in salesforce. The explanations about the widely used modules are described below.

Account and Contact Management :The Account and Contact Management module gives

  • End-to-End Customer View
  • 360-degree view of each of its customers with online contact management.
  • Deep knowledge of every account and contact.
  • Facilitates collaboration and communication across the entire organization.
  • Build and maintain strong, lasting customer relationships.

Opportunity Management

  • Opportunity provides a single place for updating deal information, tracking opportunity milestones, and recording all opportunity-related interactions.
  • Product tracking can be done here. It enables to track product-level information on each sales opportunity, including quantity, standard price, quoted price, and product codes. Automatic notifications can be sent when a product is added to an opportunity or when the discount threshold is violated.
  • Opportunity Update reminders are used to schedule email reminders to ensure sales teams keep opportunity information up to date. Managers can set up automatic, recurring emails for themselves and their teams.

Most of the company who enabled this Module , can take advantage in managing these

  • Track tasks and activities
  • schedule joint meetings
  • assign tasks to other users
  • Set up activity templates for frequently or automatically assigned tasks.
  • Schedule and set reminders for appointments.

Lead Management
The lead module helps to capture sales lead from any source like websites, trade shows, and seminars and bring them directly into salesforce CRM without any manual data entry.

Forecast Management

  • Forecasting provides a revenue projection of sales over a specific period.
  • Customizable Forecasts allow you to forecast your sales based on opportunity, product, or schedule dates, as well as view and override forecasts in many different ways.
  • Opportunities roll up into a forecast.
  • As opportunities progress through the Sales Process and each sales stage, a forecast category is automatically associated to the sales stage selected.
  • In addition, based on the selected Sales Stage, a Probability (%) to close is associated with the opportunity.

Report Management

  • Salesforce delivers Standard Report Folders containing Reports for each Record Type (Accounts, Opportunities, Leads, etc.)
  • The Data Security and Data Sharing Rules extend to reporting as well.


Salesforce is also 3-tier, but many of the internals are handled through abstraction.

There are:

  1. Out-of-box interfaces , which include security, dashboards, workflow, and user interfaces. Coding is optional.
  2. VisualForce is an editor for customization of User Interfaces if not out-of-box.
    • Visualforce is a framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the platform.
    • The Visualforce framework includes a tag-based markup language, similar to HTML, and a set of server-side “standard controllers” that make basic database operations, such as queries and saves, very simple to perform.
  3. Apex, using the developer console, is for writing code to the Salesforce API, for example a SOAP or batch application for importing custom data.
    • Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the platform server in conjunction with calls to the API.
    • Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic.


Salesforce CRM is pay as-you-go.

Differentpricing edition plans are available

  • .Contact Manager $5 /user/Month
  • Group $15 /user/Month
  • Professional $65 /user/Month
  • Unlimited $250 /user/Month
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