About Salesforce
Salesforce is a customer relationship management (CRM)
tool. With the growing world of technology it’s very interesting to observe how
drastically internet driven ideas and technology is changing. There was a time
when setting up a new application in a company required lots and lots of $$ and
sometimes experienced product experts
but now with the boom in the cloud technology it is so much easier to
create, configure and use business applications of all kinds. Cloud computing
has given us the ability to solve new kinds of business problems, new ways of
integrating applications with less complexity and reduced costs.
Salesforce has three releases a year. Each release has
new features and enhancements added to the existing features. Salesforce major
release schedule section can be found here.
The three salesforce releases are as follows –
1)
Winter
2)
Spring
3)
Summer
It is recommended to analyze and test the new features in
your pre- release org to understand the impact on the existing system. For
example: Spring 15’ had some great features like de-duplication, emoticons,
contact sync etc. A company has more than
1500 users. Before the release is scheduled in the production all the new
features have to be tested and discussed with the end users to understand the
impact. A group of users don’t want to use contact sync functionality in this
case you might want to turn if off for a set of users this will impact the
security. These changes have to be pre testing in pre- release org. This test
environment already has new release features enabled.
For spring 15’ release notes please click here.
Salesforce developer org landing page:
On the Top right corner of your landing page you will
notice a “Logo”. This shows what release you are running under.
Another place to notice the current release is by going
on your home page , on the top right corner under App section you will find the
current release.
What is a Tab:
A
Tab helps you to see the related information. For example if you click on
“Account” Tab you will see list all of all the accounts of your org.
Let us take a tour of the top right corner of your
developer Org
Profile:
Displays information about you. Your chatter profile photo, contact information, files, groups, followers etc.
To know more about My Profile: Click here
My Settings:
You can customize your personal setting option here like email, chatter, calendar, desktop add-ons, display layout etc.
Setup:
This is where you do setups , maintain and customize your org. Build, maintain, package and distribute the Apps in your org.
Help:
You can locate help section on the top right corner of
salesforce. It is your one stop to know everything about salesforce.
Let’s take a tour of salesforce help
1) Salesforce Success Community
Collaborate and communicate with people on salesforce
community. This is a great platform to share information, ask questions, join
conversations etc.
2) Answers
This is a repository of questions and answers. Some great
professionals are always ready to answer your questions on salesforce
community.
) Help & training
This section will help you to build your knowledge. It contains
training videos built from salesforce. You will find release notes, articles,
documentation, tips and tricks, quick start guides, support related questions,
certification training material, instructor led courses etc. It has everything
and anything you want to know about salesforce.
4) Dreamforce
Dreamforce is the annual conference hosted by salesforce
everywhere in San Francisco. More than 100,000 attendees come from all over the
world to participate in the events, sessions organized by salesforce.
5) Collaboration:
Chatter is a forum for anyone to share thoughts
and propose ideas. You can share files, data, create groups, topics etc.
6) Ideas
Ideas is where you create, innovate suggest new features
and vote on your favorite ideas.
For example: I am trying to update the publisher actions
on Salesforce 1 app. This publisher action can be located on the desktop main
salesforce site but not on salesforce1. This idea can be posted on salesforce
community, and depending on how many users come across the same challenge the voting
points will increase. Once the voting points reach a certain amount of
threshold Salesforce considers it for the upcoming releases.
7) User Groups
This is another platform to form a network, share and collaborate
with professionals all over the world. You will find customer-organized
groups that meet online and in-person
8) Contact Support
Customer support service of salesforce. If you are facing
any issues, have any questions call or open a case with salesforce.
9) Known
Issues
Salesforce publishes known issues, bugs based on the
number of reports that they receive from the customers. You will also find workaround
for these issues in this section.
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