SALES FORCE

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, marketing, customer service, and other key functions in one integrated system.

🔧 What It Does

Salesforce allows organizations to:

• Track leads and opportunities through the sales pipeline

• Automate marketing campaigns and email outreach

• Handle customer service via tickets and knowledge bases

• Analyze business data with dashboards and reports

• Build custom apps without needing to code extensively (using tools like Flow and App Builder)

💡 Key Products/Modules

1. Sales Cloud – Manages sales processes, contacts, opportunities

2. Service Cloud – Manages support tickets and call centers

3. Marketing Cloud – Automates and tracks marketing campaigns

4. Commerce Cloud – For B2C/B2B e-commerce

5. Experience Cloud – Creates customer or partner portals

6. Tableau & Einstein AI – Advanced analytics and AI features

7. Platform (AppExchange, Lightning, Apex) – Build or install apps

🏢 Who Uses Salesforce?

Everyone from startups to Fortune 500 companies—especially in sales, support, retail, healthcare, finance, and non-profits.

☁️ Why It’s Popular

• 100% cloud-based (no infrastructure needed)

• Highly customizable and scalable

• Large ecosystem (AppExchange, integrations)

• Frequent updates and innovations (e.g., AI with Einstein GPT)

1. Sales Cloud

Purpose: Manage sales processes from lead to close
Key Features:

• Lead & Opportunity Management

• Account & Contact Tracking

• Sales Forecasting

• Pipeline Visualization
  Used by: Sales reps, managers, account executives

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🔹 2. Service Cloud

Purpose: Deliver and track customer service/support
Key Features:

• Case Management & Escalation

• Knowledge Base

• Omni-channel Support (chat, email, phone)

• Service Automation with Macros
  Used by: Support teams, call centers, field service reps

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🔹 3. Marketing Cloud

Purpose: Automate and personalize marketing campaigns
Key Features:

• Email, SMS, Social Campaigns

• Journey Builder (automation flows)

• Audience Segmentation

• Campaign Analytics
  Used by: Marketing teams, campaign managers

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🔹 4. Experience Cloud (formerly Community Cloud)

Purpose: Build branded portals and external-facing sites
Key Features:

• Customer Portals

• Partner Communities

• Knowledge Sharing & Self-Service
  Used by: Customers, partners, franchise networks

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🔹 5. Commerce Cloud

Purpose: Power B2C/B2B eCommerce platforms
Key Features:

• Product Catalogs

• Cart & Checkout

• Promotions

• AI-Powered Recommendations
  Used by: Retailers, distributors

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🔹 6. Analytics (Tableau CRM)

Purpose: Data visualization and business intelligence
Key Features:

• Dashboards & Reports

• Predictive Analytics

• Data Exploration Tools
  Used by: Executives, analysts, power users