Salesforce Is a Platform
Salesforce goes beyond CRM to become a complete business platform. Proper configuration maximizes value.
Lightning Experience
Modern interface improves productivity. App builder customizes layouts. Component library extends functionality. Mobile app enables field access.
Sales Cloud
Opportunity management tracks pipeline. Account and contact management centralizes data. Lead management automates routing. Forecasting predicts revenue.
Service Cloud
Case management resolves issues. Omni-channel routing distributes work. Knowledge base enables self-service. Field service manages dispatch.
Customization
Custom objects extend data model. Validation rules ensure quality. Approval processes automate workflows. Process builder creates logic.
Automation
Flow automates complex processes. Workflow rules handle simple automation. Apex code provides ultimate flexibility. Einstein AI adds intelligence.
AppExchange
Thousands of apps extend functionality. Industry-specific solutions available. Integration apps connect tools. Free and paid options.
Einstein AI
Lead scoring predicts conversion. Opportunity insights suggest actions. Forecasting improves accuracy. Case classification routes tickets.
Security
Role hierarchy controls visibility. Profiles and permission sets manage access. Field-level security protects sensitive data. Sharing rules extend access appropriately.
Optimization Tips
Regularly review and remove unused fields. Streamline page layouts. Automate manual processes. Train users continuously. Monitor adoption metrics.
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