Updated June 13, 2023
Introduction to Salesforce
The following article provides an outline of the Features of Salesforce. Consultants are a vital component of a company that introduces Salesforce, keeps things ticking, and expands Salesforce to incorporate additional divisions and functionality. Being a well-rounded administrator who knows all the capabilities of Salesforce is imperative and certainly necessary if you want to get accredited. One of the greatest advantages in Salesforce is that you can use more existing applications rather than going down the code/custom path. This guide will show some areas that any Salesforce Administrator should be able to enforce and use.
Different Features of Salesforce
Given below are the different features of Salesforce:
1. Security Model
The Security model contains characteristics such as identities, permission sets, responsibilities, settings for communication, object permissions, protection at the field level, etc. It is essential to have a knowledge of these services for supplying the customer base with the best user interface and keeping the data secure. Via a systematic approach, the Data Security trailhead module gives you an idea of how to access multiple aspects, including the complete entity, objects, lands, and records are handled.
2. Reports & Dashboards
Salesforce allows you to change your data formats in many ways so you can measure business data into dashboards and reports. It provides free and prebuilt reports and dashboards, which help to run your business. In addition, you can customize the metrics and reports into easy-to-read, beautiful charts and graphs according to your business requirements.
3. Validation Rules
Along with automating the CRM, it is also essential that no negative data comes in, making it more difficult to report and check for the results. Validation rules decide whether a particular document is valid or not.
4. Change Sets
Change sets are an integral administration aspect for entities that use Sandboxes to build and validate new technologies for a development release. A shift sets acts by grouping groups of fields, record types, objects, etc., that are required in a new feature item and transferring them in a tidy box to output. When doing this, risks are involved, and it’s not as easy as mentioned above.
5. Lightning Experience
Salesforce has a relevant and abrupt Lightning Interface. If you haven’t heard about the Lightning Experience, it’s an updated Salesforce interface that has mainly existed untouched for 16 or so years. It is a component-based framework that helps build the application with a few clicks and without hardcore programming knowledge. This feature is best for those who perform customization to pages. The lightning app builder has 3 segments: components of lightning exchange, pre-built components of Salesforce.org, and its existing custom components.
6. Collaborative Forecasts
Salesforce provides collaborative forecasting, which helps businesses predict future sales performance and plan future decisions and tasks according to real revenue expectations with the help of the sales pipeline. The forecast is based on anticipated sales revenue. There is a rollup table on this forecasts page, forecasts of data which are framed by Period and forecast category.
7. Workflows & Process Builder
When you lock down the Salesforce CRM fundamentals, it’s time to go into automation. To simplify complicated business operations, workflow rules, and the process creator are perfect ways to use clicks rather than coding. An occurrence such as Opportunity Stage = Closed Win can cause workflows with different activities such as field notifications, email sending, and task formation. The process maker is the “modern era” of workflows with more behavior, such as post-chatting and record formation.
8. Record Types and Page Layouts
Page formats & document styles are a natural precursor to learning about fields and the protection model. Sees two attributes are closely related, but where and how to use them have distinct applications. One of the best things about these two traits you may understand is which one could match better than the other.
9. File Sync and Share
We can easily exchange our files, interact with these files, publish the best content, and monitor all these activities in real time with the File Sync and Exchange function. As all the content is stored in the same spot, we can quickly locate any file or material from anywhere. Furthermore, publishing the most appropriate and specific material removes errors during sales.
Conclusion – Features of Salesforce
In this article, we have seen various Salesforce features that will help enhance client relationship management.
This is a guide to Features of Salesforce. Here we discuss the introduction and list of features of Salesforce, respectively. You may also have a look at the following articles to learn more –