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Today, the editor will show you how to analyze salesforce. The knowledge points in the article are introduced in great detail. Friends who feel helpful can browse the content of the article with the editor, hoping to help more friends who want to solve this problem to find the answer to the problem. Follow the editor to learn more about "how to analyze salesforce".

one。 Introduction to salesforce

What is Salesforce?

Saleforce is a full-featured cloud platform. It is one of the pioneers of the concept of Saas (Software and Services).

The core function of saleforce is CRM (customer relationship Management system). The system provides most of the functions required by CRM by default.

Salesforce also has strong scalability. Administrators can customize the configuration through the setting interface, and developers can carry out secondary development based on APEX language, Visualforce framework, Lightning framework and so on.

Salesforce system architecture

The Salesforce system architecture can be illustrated with the following figure: (taken from the official Trailhead of Salesforce)

From the picture, we can see:

1) Salesforce's system is completely built on the cloud. The advantage of this is that users only need to use a browser to enter the system for work and development.

2) Salesforce is a Metadata (metadata) based system. The system separates the service layer from the metadata layer, which makes the architecture flexible and easy to expand.

3) Salesforce is suitable for multi-platform and provides convenience for mobile office.

4) Salesforce provides API interface to facilitate developers to customize the system.

Basic concepts of CRM

The full name of CRM is Customer Relationship Management, that is, customer relationship management.

The core of Salesforce is customer relationship management system. The standard objects and default operations provided in the system are also built around CRM.

In CRM, some terms are included, which are also shown in Salesforce:

Customer (Account)

Contact person (Contact)

Potential customer (Lead)

Opportunity (Opportunity)

Case (Case)

The main relationships between them are:

Each customer has several contacts

Potential customers may be turned into customers

Each customer contains several business opportunities

For problems that arise in the business process, individual records can be used and personnel can be arranged to solve them.

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