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CRT-450 Salesforce Certified Platform Developer I resources | http://babelouedstory.com/
CRT-450 resources - Salesforce Certified Platform Developer I Updated: 2023
Course Outline: Salesforce CRT-450 Salesforce Certified Platform Developer I
I. Introduction to Salesforce Development
A. Overview of Salesforce platform
B. Introduction to Salesforce Developer Console
C. Understanding Salesforce development environment
II. Salesforce Data Model
A. Objects and Fields
B. Relationships and Junction Objects
C. Record Types and Page Layouts
III. Apex Programming Language
A. Apex syntax and fundamentals
B. Variables, data types, and expressions
C. Control flow statements and loops
D. Exception handling and debugging
E. DML operations and database methods
IV. SOQL and SOSL Queries
A. Basic and advanced SOQL queries
B. Relationship queries and nested queries
C. SOSL (Salesforce Object Search Language)
V. Apex Triggers
A. Trigger context variables and trigger events
B. Before and after triggers
C. Bulkification and best practices
VI. Apex Testing and Debugging
A. Unit testing with Apex
B. Testing best practices and code coverage
C. Debugging techniques and tools
VII. Lightning Components
A. Introduction to Lightning Web Components (LWC)
B. Component architecture and data binding
C. Component communication and event handling
VIII. Salesforce Security
A. User authentication and authorization
B. Profiles, roles, and permission sets
C. Sharing rules and record-level security
IX. Deployment and Version Control
A. Change sets and Salesforce DX
B. Version control with Git and Salesforce CLI
C. Deployment best practices
Understand the Salesforce platform and development environment
Demonstrate knowledge of the Salesforce data model, including objects, fields, relationships, and record types
Write Apex code and understand its syntax, data types, control flow statements, and exception handling
Query Salesforce data using SOQL and SOSL
Develop and deploy Apex triggers, following best practices
Test and debug Apex code, ensuring proper code coverage
Build Lightning Components using Lightning Web Components (LWC)
Implement Salesforce security measures, including user authentication, authorization, and record-level security
Deploy changes using change sets, Salesforce DX, and version control with Git
The syllabus for the Salesforce CRT-450 Salesforce Certified Platform Developer I course will cover the following topics:
Introduction to Salesforce Development
Salesforce Data Model
Apex Programming Language
SOQL and SOSL Queries
Apex Testing and Debugging
Deployment and Version Control
The course will include lectures, hands-on exercises, and practical assignments to reinforce the concepts taught. Students will be expected to complete individual and group projects to apply their knowledge. The syllabus is designed to prepare students for the Salesforce Certified Platform Developer I exam by covering the exam objectives in detail.
Salesforce Certified Platform Developer I Salesforce Salesforce resources
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Salesforce Certified Platform Developer I
http://killexams.com/pass4sure/exam-detail/CRT-450 Question: 375
Which approach should be used to provide test data for a test class?
A. Query for existing records in the database.
B. Execute anonymous code blocks that create data.
C. Use a test data factory class to create test data.
D. Access data in @TestVisible class variables. Answer: C Question: 376
Which three declarative fields are correctly mapped to variable types in Apex? (Choose three.)
A. Number maps to Decimal.
B. Number maps to Integer.
C. TextArea maps to List of type String.
D. Date/Time maps to Dateline.
E. Checkbox maps to Boolean. Answer: A,D,E Question: 377
In a single record, a user selects multiple values from a multi-select picklist.
How are the selected values represented in Apex?
A. As a String with each value separated by a comma
B. As a Set with each value as an element in the set
C. As a String with each value separated by a semicolon
D. As a List with each value as an element in the list Previous Answer: C Question: 378
Which type of information is provided by the Checkpoints tab in the Developer Console? (Choose 2)
D. Debug Statement Answer: A, B Question: 379
Which resource can be included in a Lightning Component bundle? Choose 2 answers
A. Apex class
B. Adobe Flash
D. Documentation Answer: C, D Question: 380
For which three items can a trace flag be configured? (Choose three.)
A. Apex Trigger
B. Apex Class
C. Process Builder
E. Visualforce Answer: A,B,D Question: 381
A lead object has a custom field Prior_Email__c.
The following trigger is intended to copy the current Email into the Prior_Email__c field any time the Email field is
Which type of exception will this trigger cause?
A. A null reference exception
B. A compile time exception
C. A DML exception
D. A limit exception when doing a bulk update Answer: C Question: 382
A developer needs to test an Invoicing system integration. After reviewing the number of transactions required for the
test, the developer estimates that the test data will total about 2 GB of data storage. Production data is not required for
the integration testing.
Which two environments meet the requirements for testing? (Choose two.)
A. Developer Sandbox
B. Full Sandbox
C. Developer Edition
D. Partial Sandbox
E. Developer Pro Sandbox Answer: B,D Question: 383
A developer encounters APEX heap limit errors in a trigger.
Which two methods should the developer use to avoid this error? (Choose two.)
A. Use the transient keyword when declaring variables.
B. Query and store fields from the related object in a collection when updating related objects.
C. Remove or set collections to null after use.
D. Use SOQL for loops instead of assigning large queries results to a single collection and looping through the
collection. Answer: A,D Question: 384
Which set of roll-up types are available when creating a roll-up summary field?
A. COUNT, SUM, MIN, MAX
B. AVERAGE, SUM, MIN, MAX
C. SUM, MIN, MAX
D. AVRAGE, COUNT, SUM, MIN, MAX Answer: A Question: 385
A developer wrote a unit test to confirm that a custom exception works properly in a custom controller, but the test
failed due to an exception being thrown.
Which step should the developer take to resolve the issue and properly test the exception?
A. Use try/catch within the unit test to catch the exception.
B. Use the finally bloc within the unit test to populate the exception.
C. Use the database methods with all or none set to FALS
E. Use Test.isRunningTest() within the custom controller. Answer: A Question: 386
A developer executes the following query in Apex to retrieve a list of contacts for each account:
List accounts = [Select ID, Name, (Select ID, Name from Contacts) from Account] ;
Which two exceptions may occur when it executes? (Choose two.)
A. CPU limit exception due to the complexity of the query.
B. SOQL query row limit exception due to the number of contacts.
C. SOQL query limit exception due to the number of contacts.
D. SOQL query row limit exception due to the number of accounts. Answer: C,D Question: 387
How should a developer prevent a recursive trigger?
A. Use a ďone trigger per objectĒ pattern.
B. Use a static Boolean variable.
C. Use a trigger handler.
D. Use a private Boolean variable. Answer: D Question: 388
What is an accurate statement about variable scope? (Choose 3)
A. Parallel blocks can use the same variable name.
B. A variable can be defined at any point in a block.
C. Sub-blocks cannot reuse a parent blockís variable name.
D. Sub-blocks can reuse a parent blockís variable name if itís value is null.
E. A static variable can restrict the scope to the current block of its value is null. Answer: A, B, C Question: 389
In a single record, a user selects multiple values from a multi-select picklist.
How are the selected values represented in Apex?
A. As a List with each value as an element in the list
B. As a String with each value separated by a comma
C. As a String with each value separated by a semicolon
D. As a Set with each value as an element in the set Answer: C Question: 390
A Platform Developer needs to write an Apex method that will only perform an action if a record is assigned to a
specific Record Type.
Which two options allow the developer to dynamically determine the ID of the required Record Type by its name?
A. Make an outbound web services call to the SOAP AP
C. Hardcode the ID as a constant in an Apex class.
D. Use the getRecordTypeInfosByName() method in the DescribeSObjectResult class.
E. Execute a SOQL query on the RecordType object. Answer: C,D Question: 391
Which two platform features align to the Controller portion of MVC architecture? (Choose two.)
A. Process Builder actions
B. Workflow rules
C. Standard objects
D. Date fields Answer: A,B
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Salesforce Salesforce resources - BingNews
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https://killexams.com/exam_list/SalesforceSalesforce and Ministry of Education Collaborate to Empower Next Generation
Salesforce, the leading AI CRM platform, has joined forces with the Ministry of Education in India to revolutionize education through Trailhead, Salesforce‚Äôs free online learning platform. This strategic collaboration aims to equip 100,000 students in India with Salesforce skills by 2026, fostering a new wave of talent in the Salesforce ecosystem.
In alignment with global objectives outlined by IDC, which predicts the creation of 11.6 million jobs and $2.02 trillion in business revenues in the Salesforce economy between 2022 and 2028, Salesforce is actively engaging with academia in India. The primary focus is to bolster the availability of skilled talent through a comprehensive program that combines industry-relevant content, ‚Äútrain-the-trainer‚ÄĚ initiatives, mentorship, employment connections, and Salesforce-supported virtual internships.
The collaboration emphasizes the creation of National Occupation Standard-recognized course content, ensuring that the learning modules align with industry standards. The program extends beyond conventional education, incorporating mentorship opportunities, connections to potential employers, and practical virtual internships supported by Salesforce. The content on Trailhead will be customized based on the specific requirements of programs established by the Ministry of Education, affiliated departments, organizations, and agencies.
‚ÄúIndia‚Äôs race toward technological dominance is inextricably intertwined with the depth of its talent pool, digital adoption and the scope of technological innovation with a long-term focus on global reach. Talent is at the core of this journey, and with over 500,000 software engineers and technologists graduating each year, India is posed to be a global hub for tech talent. I‚Äôve always believed in the immense talent opportunity that India offers, but no amount of talent will make a difference unless it is properly skilled. Hence, we are delighted to be partnering with the Ministry of Education, supporting skilling and leveraging the power of collaboration to drive change,‚ÄĚ said Arundhati Bhattacharya, CEO and Chairperson, of Salesforce India.
‚ÄúThe Ministry of Education‚Äôs Department of Higher Education has decided to offer industry-related courses on the SWAYAM platform in collaboration with Salesforce with an objective to increase the employability of the students. By combining our resources, expertise, and network, we can create a comprehensive program that empowers students with the skills they need to succeed in the job market. I believe that this collaboration will not only benefit individual students but also contribute to the overall growth of any person participating in these courses,‚ÄĚ said Govind Jaiswal, Joint Secretary, Department of Higher Education, Ministry of Education.
The collaboration is bridging the gap between education and industry needs, Salesforce‚Äôs collaboration with the Ministry of Education marks a significant step towards empowering the next generation of Trailblazers in India. The initiative not only aims to skill 100,000 students but also contributes to the broader global vision of a thriving Salesforce economy driven by artificial intelligence. This comprehensive approach ensures that learners receive practical, industry-relevant training, laying the foundation for a skilled and dynamic workforce in the years to come.
With so many companies out there, it can be tough to nail down the best Salesforce alternative for your business. To find the right one for you, consider your goals, budget and must-have features. Additionally, consider user reviews and review articles to get a fuller picture of what the CRM software is like. We also suggest asking friends or colleagues from other companies to see what they use for their business and if they recommend it.
You may have certain CRM features or integrations in mind that are necessary for your business to run smoothly. If so, be sure to write them out and reference them during your search. Consult your team and other relevant stakeholders to review the list and add to it, if applicable.
Automation tools: Your CRM software should be a central hub for finding leads, turning leads into customers, and relating with them to build customer retention. That means you need a CRM with automation features for lead management, contact management, sales forecasting, sales completion, project management, pipeline management and even email marketing.
Reporting and analytics: Your business requires a CRM that provides in-depth and easy-to-understand CRM analytics. The data and reports you‚Äôll get will guide your teams to develop and maintain the marketing and customer relationship strategies they need to achieve better and faster results.
Mobile accessibility: You need a CRM that provides access to CRM features even when you‚Äôre away from your desktop. That means accessing essential customer data and insights, staying on top of relevant information and initiating or completing necessary customer relationship tasks‚ÄĒon your Android or iOS devices with easy navigation.
Customization options: Choose a CRM platform that allows you to customize the app to suit your business operations. You should be able to select dashboard elements, customize workflows, personalize communications and customize your package via multiple pricing plan options or add-on availability. Even better is a CRM that enables application programming interfaces (APIs) for enhanced CRM software configuration.
Robust data security: Ensure your chosen CRM can secure customer data. Security features to look out for are encryption, two-factor authentication and advanced user permissions.
Aligning with your team is the first step you should take when looking for a Salesforce alternative. Understand what they need or don‚Äôt need in a CRM and ask if there are any pain points with Salesforce in particular.
Measure these against your business‚Äôs priorities. Review past reports to identify gaps or areas of improvement, and make sure that a CRM can help you reach your goals. For example, if you find that your customer satisfaction score (CSAT) numbers were lower than expected, a CRM can help you streamline your customer support management to provide better service.
Pricing and Budget
CRM providers vary in price. Companies such as Freshsales CRM and monday.com offer free versions, but you‚Äôll need to pay something per month or year to get their premium features or add as many users as required. Generally, CRM pricing ranges from a few dollars per user to hundreds per month. It all depends on your needs. However, consider factors such as a CRM‚Äôs per-user per-month rates and whether discounts are available for bulk subscriptions.
Also, check for the need for specific contracts, add-ons or integration capabilities. For instance, Microsoft Dynamics 365 enables software integration only when you pay for its add-on feature. So, consider each CRM‚Äôs pricing peculiarity and nail down your budget ahead of time to make your search easier.
Ease of Use and Support
You need a CRM that is easy to set up and navigate. So, choose one with user-friendly layouts that allow you to create tasks, import and export data and update information. Also, ensure the CRM supports its users via various channels, including phone, live chat and email. Other popular support channels to look out for are tickets, user forums and resources such as webinars, tutorials, live demos and a rich knowledge base of answers to FAQs, infographics and videos. A CRM software that is easy to use will help you enjoy CRM benefits, and a reliable support team will make sure you don‚Äôt miss out on those benefits due to glitches.
Free; $8 per user per month for basic features
Free; $20 per user per month (billed annually)
$14.90 per user per month
Free, starting at $9.50 per month
Solopreneurs & small businesses with $50K - $250K annual income
Wed, 08 Nov 2023 21:47:00 -0600Mimi Polneren-UStext/htmlhttps://www.forbes.com/advisor/business/software/salesforce-competitors/Salesforce, Education Ministry partner to skill 100,000 Indian studentsAccess Denied
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Wed, 15 Nov 2023 21:30:00 -0600text/htmlhttps://www.business-standard.com/companies/news/salesforce-education-ministry-partner-to-skill-100-000-indian-students-123111600749_1.htmlSalesforce CRM Review and Pricing
The Salesforce CRM offers an impressive selection of features, customization options and tailored workflows within a single ecosystem, making it our pick for the best CRM for growing businesses.
The Salesforce CRM is highly customizable; with time, you can modify almost every element to fit your specific business needs.
The lowest-priced plan includes advanced features such as mass emails, marketing campaign management, a drag-and-drop app builder, and lead auto-assignment.
Salesforce has an immense selection of support materials, videos and tutorials, as well as a helpful online community.
Due to the sheer volume of customization and automation options, setting up the Salesforce CRM to match your business's specific processes and needs can be time-consuming. It may require training for your in-house marketing team and administrators.
You must know CSS, HTML and other coding languages to customize specific elements within Salesforce.
Salesforce's pricing model can be confusing; there's a lack of clarity around add-ons, which can drive up costs.
Businesses must successfully convert leads and manage and grow customer relationships to succeed. Salesforce CRM features myriad customization options to achieve these goals, empowering businesses of all sizes ‚Äď and across various industries ‚Äď to better understand and support prospects and customers. You can adapt nearly every aspect of the software‚Äôs interface and performance to help sales, marketing, customer service and technical support teams succeed. Salesforce CRM features thousands of fully integrated apps, plug-in scripts, and a superior API interface to help businesses create a flexible, customized solution. Once implemented, you‚Äôll enjoy a beautifully designed product that‚Äôs speedy, powerful, and perfectly tailored to your company‚Äôs specific needs and processes.
Salesforce CRM Editor's Rating:
9.5 / 10
Customization, add-ons and integrations
Why We Chose Salesforce as the Best CRM for Customization
Salesforce is arguably the best-known CRM provider on the market. It has an established community and a well-earned reputation for being a leader in the customer relationship management field. While it was created to meet the needs of enterprises and large businesses, Salesforce has expanded its scope and now actively targets businesses of all sizes.
Unlike more rigid competitors, Salesforce CRM provides countless personalization and customization options, giving businesses a high level of control over how the system looks and acts. We were particularly impressed by how Salesforce handles workflow automation and by its pioneering integration of AI in CRM customization.
Notably, Salesforce was one of the first CRM platforms to open itself up to third-party developers, giving it more apps and customization options than any other provider. If Salesforce doesn‚Äôt have a built-in function you need, there‚Äôs almost certainly an app to compensate. If not, a developer can create and deploy a specific solution.¬†
Salesforce CRM‚Äôs initial setup requires time and IT skills. Its learning curve is far steeper than those of many other CRM providers we reviewed. However, you‚Äôll enjoy flexible CRM software guaranteed to accommodate all custom processes and meet the changing needs of your business. For all these reasons and more, Salesforce is our top CRM choice for customization.
Salesforce CRM‚Äôs pipeline management feature gives an overview of your sales opportunities. Source: Salesforce
Salesforce may not be the best choice for businesses with less complex operational needs. If your SMB‚Äôs CRM needs are straightforward, check out our review of monday.com CRM and monday.com comparison to learn about a well-executed system designed for SMBs.
Ease of Use
Despite its complexities, Salesforce is surprisingly easy to implement and use. Here are some notable ease-of-use factors we discovered.¬†
Salesforce‚Äôs navigation process is straightforward. We like that Salesforce keeps the navigation process simple. The upper tab-style layout is typical across business and personal software, making it easy to grasp; categories like ‚ÄúHome,‚ÄĚ ‚ÄúContacts,‚ÄĚ ‚ÄúAccounts,‚ÄĚ ‚ÄúLeads,‚ÄĚ ‚ÄúTasks,‚ÄĚ ‚ÄúReports‚ÄĚ and ‚ÄúOpportunities‚ÄĚ need no explanation. You can get instant help from the question mark icon in one of the corners of the screen ‚Äď a handy feature we‚Äôve seen on many other CRM packages.
You can use Salesforce at a limited level out of the box. Because of its numerous features and customizations, setting up the Salesforce CRM takes more time and expertise than other solutions we reviewed. However, we appreciate that Salesforce‚Äôs smart default setup options help businesses use the CRM out of the box. You can gradually modify contact, opportunity, account, task and workflow elements as you explore the software‚Äôs full scope over time.
Salesforce doesn‚Äôt provide practice data. Note that you‚Äôll need data to practice on during onboarding; Salesforce doesn‚Äôt supply this. To get practice data, you can duplicate and isolate existing data or use a service like Mockaroo to create dummy data.
Salesforce‚Äôs onboarding and support resources are robust. We were pleased to see that Salesforce offers a wealth of support materials, webinars and guides to facilitate the CRM implementation process and resolve usability issues. Its global Trailblazer community is also an excellent resource. Additionally, the vendor promises a two-day query response time.
Onboarding users and updating permissions is straightforward. While in-house administrators may need specific training, we appreciate that Salesforce provides excellent admin controls. Setting up various permissions based on groups or individual users is simple. This is notable because some CRMs allow only admin settings by group. Creating different displays and workflows for various departments and employees is also straightforward. If you have even moderate technical expertise and admin experience, you should have no trouble onboarding users, updating permissions or managing this CRM daily.
Salesforce‚Äôs visual dashboards help your team pinpoint problems and work on solutions. Source: Salesforce
Salesforce‚Äôs upper-tier plans provide business owners access to live support, coaching sessions and adoption guidance for an additional fee. This may be useful if you‚Äôre considering switching CRM systems to Salesforce.
The Salesforce product boasts an impressive array of¬†CRM features¬†that make it one of the best on the market. Here are some of the most notable features that provide excellent CRM software benefits.
Comprehensive Business Ecosystem
We like that Salesforce‚Äôs business products seamlessly integrate. Businesses can grow with the Salesforce CRM and gradually adopt new features as needed. Additional Salesforce product categories include:
Heroku (Heroku is an app development platform.)
Quip (a collaboration tool)
Salesforce Platform (with high-level development, customization, analytics and built-in AI)
You can use Salesforce‚Äôs impressive range of third-party apps to run many aspects of your company, from marketing to fulfillment. HR, data analytics, workforce collaboration and finance apps plug directly into Salesforce CRM. You can even add ERP apps to Salesforce to build a system close in function to the ERP platform described in our review of Oracle NetSuite CRM.¬†
We also like how Salesforce‚Äôs AppExchange breaks down apps by industry. There are 12 sector-specific areas on AppExchange, including communications, financial services, manufacturing and professional services.
Salesforce is a capable solution for companies that want to Improve customer service performance. Read our review of Salesforce Service Cloud to discover how it helps supervisors and teams manage ongoing customer relationships.
We were impressed by Salesforce CRM‚Äôs vast customization capabilities ‚Äď an area where it truly stands out among the competition. While many CRMs we reviewed offer options for customizing deal and contact fields, email templates, and dashboards, Salesforce lets you do much more.¬†
Here are some of our favorite customization options:¬†
Change how pages look and function. You can change how pages look and function to suit your specific needs. Use the CSS settings to adjust the spacing between page elements, colors and fonts. You can modify customer records to show just the lists, sections and fields you want particular co-workers to see, improving employee collaboration.¬†
Use object control to customize the system. The Salesforce CRM‚Äôs object control is superior to that of other CRMs we tested. Objects are ‚Äúfields‚ÄĚ within databases (like name, address, email, etc.). Salesforce makes it easy to add objects so you can record exactly the information you want on accounts, contacts and leads. You can set permissions on records and fields to determine who else can view and edit fields. You can even make objects actionable by adding buttons, actions, triggers and links to create processes for adding a new customer, provider or co-worker to the database.
Use the developer console to create custom apps. We really liked Salesforce‚Äôs developer console. Many businesses, particularly SMBs, won‚Äôt have in-house programmers but may use freelance developers to develop specific functions within Salesforce. Salesforce gives these developers a dev console where they can write, test and debug code for your custom applications. We found the inclusion of Apex triggers within the dev environment particularly helpful because it will shorten the development cycle in most instances. A developer sandbox and an app builder are included with every plan.¬†
Sales managers can customize their dashboards with specific objects. Source: Salesforce
Integrations and Add-ons
We like that CRM users can build customizable systems and integrate their favorite business apps via the Salesforce AppExchange store. Other CRM software companies we reviewed have similar online stores for add-ons, but Salesforce‚Äôs is far more comprehensive, with thousands of available integrations.¬†
The company makes it easy to search for add-ons based on the product name and view industry-specific product bundles. Because Salesforce is such a huge company, its industry-specific add-ons are expansive. There‚Äôs even a separate section for small business-specific add-ons, many of which are free.
On the AppExchange, you‚Äôll find five different solution categories:
Apps: Similar to mobile apps on Apple‚Äôs App Store or Google Play, AppExchange apps are direct, preprogrammed plug-ins that interact with Salesforce. You can customize most apps via their settings. Apps add new functions or Improve and augment existing functions on your platform.
Lightning Bolts: Lightning Bolts are prebuilt templates providing extra features to employees, partners, suppliers and anyone accessing your Salesforce CRM. Hundreds of Lightning Bolts have various use cases. For example, there are supply chain management bolts for suppliers, project management tools for employees and tools to access client account information.¬†
Flow solutions: Salesforce incorporates Flow Builder, a tool that simplifies workflow automation via a simple drag-and-drop approach. Flow solutions are prebuilt workflows or processes you can import directly into the Salesforce Flow development tool.¬†
Lightning data: These are customer tracking tools that can enrich customer and prospect data and keep them updated regularly. We saw four such tools during our review process.
Components: Components are reusable features you can deploy to build your own apps within Salesforce. There are nearly 300 free components and around 30 paid ones.
Salesforce is embracing the ‚Äúlow code‚ÄĚ and ‚Äúno code‚ÄĚ trends with its Lightning App Builder and Salesforce Flow drag-and-drop tools. Read our HubSpot review to learn about another CRM with drag-and-drop functionality.
New apps are added to the AppExchange daily, further enhancing its appeal. Source: Salesforce
Intuitive Productivity Tools
We were pleased to see Salesforce‚Äôs intuitive productivity-boosting tools, particularly its built-in project management features. (Freshworks has similar tools; read our Freshworks CRM review to learn more.) Once implemented, sales and marketing departments ‚Äď as well as managers ‚Äď will find it easy to manage and build workflows, assign and follow tasks, and check off permissions.¬†
Salesforce‚Äôs visual dashboards allow sales reps to check KPIs and track their progress toward quotas, facilitating productivity and accountability. We like that you can add meetings straight from the calendar tab and see an instant overview of your schedule.¬†
Additional add-on productivity tools are available through the AppExchange.
Salesforce‚Äôs artificial intelligence (AI) strides impressed us with capabilities beyond those of the competitors we reviewed. Salesforce was a CRM-AI pioneer, launching its high-profile AI tool, Einstein, in 2016. Today, the company has picked up the pace amid breakthroughs in the generative large language model AIs (like ChatGPT and Bard) that power tools like Einstein. Einstein is available on Salesforce‚Äôs upper-tier plans or as a paid add-on.
Einstein can do the following after gathering data from system use and user input:¬†
Einstein, in its current form, is amazing, and we look forward to seeing its next iterations. We expect AI (and the solutions other CRM providers develop) to be integral to corporate life and CRM adoption in the coming years. We‚Äôre not awarding best use of AI in this round of CRM reviews; however, if we were, Salesforce would win.
Einstein can flag emails in which leads express critical concerns that could prevent a deal from moving forward, allowing a sales rep to prioritize those messages and act fast to grow and sustain customer relationships.
Salesforce‚Äôs Einstein tool can help with sentiment analysis so you understand how your brand is perceived. Source: Salesforce
Nearly every CRM vendor we reviewed has some form of an online community. However, Salesforce‚Äôs Trailblazer community is particularly impressive, replete with documentation invaluable for admins. You can find step-by-step guides on everything from creating custom CRM reports to turning on user notifications.¬†
There‚Äôs also an extensive user-only forum for direct communication with other admins and CRM users and a comprehensive Trailhead learning platform with various product-related courses, upskilling opportunities and official certifications.¬†
You can purchase Salesforce‚Äôs Sales Cloud CRM via one of four subscription tiers:
Unlike Salesforce competitors monday and HubSpot, there‚Äôs no free plan.
Only Essentials is available on a month-to-month basis; all other plans require an annual contract. Bear in mind that annual contracts often require you to pay for the whole year upfront, which may not be ideal for some businesses.
All costs below are applied when billed annually. All plans allow you to send 5,000 email marketing messages daily from the platform, which is much more generous than many other providers we reviewed.¬†
Price:¬†$25 per user per month; available for up to 10 users
Features:¬†Account, contact, lead, task and opportunity management; lead auto-assignment; prevention of duplicates; automatic capture of a¬† lead‚Äôs available web information; mass email; marketing campaigns; customizable reports and dashboards; email integration with Gmail and Outlook; and Salesforce mobile app
Price:¬†$75 per user per month
Features:¬†Everything in the Essentials plan, plus pipeline management, lead registration, rules-based lead scoring, collaborative forecasting, a forecasting mobile app, quote and order management, roles and permissions, and a developer sandbox
Price:¬†$150 per user per month
Features:¬†Everything in the Professional plan, plus workflow and approval automation, sales teams and territories, opportunity scoring, and advanced reporting
Price:¬†$300 per user per month
Features:¬†Everything in the Enterprise plan, plus a sales engagement hub, AI-powered sales insights with Einstein, sales cadences and 24/7 support
Salesforce is pricey compared to other CRM solutions we reviewed. It‚Äôs a massive product with many add-ons and customizations; the subscription costs listed here should be considered jumping-off points.¬†
You can spend considerably more on Salesforce. For example, CPQ & Billing, which allows you to quickly configure, price and quote complex solutions, costs $75 per user per month. Other add-ons include Pardot, Quip, Einstein AI and Sales Dialer ‚Äď all sold separately. There are additional costs if you opt for training or help with implementation.
Many other SaaS products offer free versions and low-cost, entry-level subscriptions that can be used indefinitely. While $25 per user per month isn‚Äôt exorbitant, it‚Äôs not a realistic long-term option for most small businesses because only 10 users are supported at that level. The next plan jumps to $75 per user per month ‚Äď significantly more expensive than the competition.¬†
We recommend taking advantage of Salesforce‚Äôs 14-day free trial to ensure this CRM is worth the investment.
Onboarding and Implementation
Implementing CRM software always takes care and patience. But due to its breadth of customization options, Salesforce CRM‚Äôs implementation process can vary drastically, taking anywhere from a few days to several weeks. While that may seem alarming, users will quickly see that this CRM is worth the effort once it is set up.
Salesforce and third-party agencies can manage your initial implementation and launch for you. Still, this help comes at a cost, depending on your company size, number of employees, data volume and complexity, third-party integrations, and customization level.
Fortunately, you don‚Äôt necessarily have to create a complex solution immediately. You can use the software out of the box and modify it as your business needs evolve. Thanks to the Salesforce CRM‚Äôs intuitive design and overall sophistication, the learning curve isn‚Äôt steep for non-admin users after implementation.
In addition to a vast library of training materials, Salesforce offers adoption guidance and coaching services for an extra cost. That may be worth it for business owners concerned about setting up the CRM and onboarding users.
Use the Data Import Wizard from the Setup menu to import up to 50,000 standard objects ‚Äď like contact, lead and account information ‚Äď from a CSV file.
While Salesforce is a market leader in CRM technology, integrations and capabilities, we found that it falls short in the customer service department. When we reached out for information about the company‚Äôs services, the response was delayed.
When we did communicate with customer support reps, they were very helpful and used real-life situations to explain the product‚Äôs features and answer questions about the program. They were very clear and offered several solutions to help further our understanding. However, compared to other providers we called, their answers could have been more detailed.
Unfortunately, Salesforce has a C-minus rating with the Better Business Bureau (BBB) and isn‚Äôt an accredited BBB business. It earned 1 out of 5 stars and closed 55 complaints within the last three years. That‚Äôs disappointing and surprising for a company that‚Äôs so well regarded in the industry.¬†
On the plus side, Salesforce provides an extensive selection of self-guided resources, access to the Trailblazer community and basic technical support. Additionally, its Unlimited package comes with 24/7 assistance.¬†
For an additional fee of 30 percent of your total monthly service fees, users can access 24/7 phone support, expert coaching and a dedicated account manager.
Salesforce CRM is an excellent solution; however, we did identify some limitations:¬†
Customizations can be complex. Salesforce‚Äôs biggest strength ‚Äď its customization capabilities ‚Äď is also a potential downside. Setting up a fully customized CRM tailored to your business‚Äôs specific sales funnel, structure and workflows requires time and, ideally, a dedicated IT team. Entrepreneurs and smaller companies might be better off with an easy-to-use yet still customizable solution like Zoho. (Learn more in our¬†detailed Zoho CRM review and Zoho comparison.)
Salesforce requires technical knowledge. Most of the Salesforce CRM‚Äôs customizable elements require some basic technical knowledge of CSS and HTML. This is slowly improving since the introduction of the Lightning App Builder and Salesforce Flow tools. For example, the Lightning Email Templates use a more interactive drag-and-drop functionality, similar to some rival CRMs we reviewed. Salesforce is getting simpler and more intuitive over time. However, it‚Äôs not there yet.¬†
Pricing can be challenging to understand. Due to the number of available add-ons and platforms, it can be difficult to estimate the final price of your desired CRM solution. However, Salesforce‚Äôs sales and support teams are happy to provide a unique quote for your business.
When evaluating the best CRM software, we conducted extensive comparative research of dozens of software solutions in the category. Our product review process was designed to help you find the right CRM for your business. It included customer support team communication, trials to evaluate product functionality, and an evaluation of each provider‚Äôs tutorials, webinars and support materials. We also took pricing into consideration. When looking for the best CRM for customizability specifically, we examined customization options, available integrations, reporting and analytics, and sales automation.
Though the Salesforce system has an extensive collection of CRM features and add-ons, its intuitive design and standard CRM lingo make it easy to learn. The vendor also provides various training materials and courses on Trailhead, the company‚Äôs free online learning platform, to get you started.
Salesforce doesn‚Äôt have a free plan; its pricing starts at $25 per user per month. However, the company offers a 14-day free trial so you can assess whether it‚Äôs a good fit for your business.¬†
We recommend Salesforce CRM for ‚Ä¶
Businesses that need a flexible and highly customizable CRM solution.
Companies that want access to a large collection of integrations and add-ons to suit their processes and industries.
Businesses looking for a CRM that can expand with their evolving needs.
We don‚Äôt recommend Salesforce CRM for ‚Ä¶
Businesses that want a free CRM solution or advanced CRM functionality at an affordable price.
Entrepreneurs and small businesses with limited IT resources.
Companies that need a straightforward CRM system that works right out of the box and is easy to customize with no technical skills required.
Nadia Reckmann contributed to this article.¬†
Tue, 07 Nov 2023 10:00:00 -0600entext/htmlhttps://www.business.com/reviews/salesforce-crm-software/Salesforce Collaborates with Ministry of Education
Salesforce collaborated with the Ministry of Education in India leveraging Trailhead, Salesforce‚Äôs free online learning platform, to skill 1,00,000 students in the next three years (by 2026). This collaboration focuses on making Salesforce skills accessible to next generation Trailblazers and creating new talent in the Salesforce ecosystem.
According to IDC, the global Salesforce economy,¬†powered by AI, will create a net gain of 11.6M jobs and $2.02T in business revenues between 2022 and 2028.¬†In alignment with these global objectives, Salesforce is actively collaborating with academia in India to enhance the availability of skilled talent.
The program will be made available with industry-relevant, National Occupation Standard, recognized course content. This includes ‚Äútrain-the-trainer‚ÄĚ engagements for the educators, mentorship and employment connections to Salesforce partners and customers looking to hire Salesforce skilled talent and Salesforce supported Virtual Internship. Modules will be customized on Trailhead based on requirements of the programs through the Ministry of Education, affiliated departments, organizations and agencies so that the learners can benefit from these programs.
Arundhati Bhattacharya, CEO and Chairperson, Salesforce India,¬†said,¬†‚ÄúIndia‚Äôs race toward technological dominance is inextricably intertwined with the depth of its talent pool, digital adoption and the scope of technological innovation with a long-term focus on global reach. Talent is at the core of this journey, and with over 500,000 software engineers and technologists graduating each year, India is posed to be a global hub for tech talent. I‚Äôve always believed in the immense talent opportunity that India offers, but no amount of talent will make a difference unless it is properly skilled. Hence, we are delighted to be partnering with the Ministry of Education, supporting skilling and leveraging the power of collaboration to drive change.‚ÄĚ¬†¬†¬†
Mr Govind Jaiswal, Joint Secretary, Department of Higher Education, Ministry of Education, said,¬†‚ÄúThe Ministry of Education‚Äôs Department of Higher Education has decided to offer industry-related courses on the SWAYAM platform in collaboration with Salesforce with an objective to increase the employability of the students. By combining our resources, expertise, and network, we can create a comprehensive program that empowers students with the skills they need to succeed in the job market. I believe that this collaboration will not only benefit individual students but also contribute to the overall growth of any person participating in these courses.‚ÄĚ
Wed, 15 Nov 2023 17:21:00 -0600technuteren-UStext/htmlhttps://technuter.com/breaking-news/salesforce-collaborates-with-ministry-of-education.htmlVeeam Announces Updates to Backup for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud MarketplaceNo result found, try new keyword!Veeam ¬ģ Software, the leader in Data Protection and Ransomware Recovery, today announced it has launched Veeam Backup for Salesforce v2, available on Salesforce AppExchange. Veeam Backup for ...Tue, 14 Nov 2023 00:25:00 -0600en-UStext/htmlhttps://www.tmcnet.com/usubmit/2023/11/14/9917673.htmMajor Employers Come to Campus, Talk Careers
Genentech, Tesla, Cruise, Salesforce, Kaiser Permanente, Chronicle Books, Minted, CamelBak, Bold Insight, InterVenn Biosciences, San Francisco District Attorney‚Äôs Office, and The Hartford were all there.
‚ÄúWhen our students talk face-to-face with smart, energetic young alums from top companies, career dreams become career realities,‚ÄĚ said Stephanie Belfiore,¬†assistant director of employer relationships at the¬†Career Services Center.
Gurshan Singh ‚Äô27, a computer science major, met with Salesforce, Tesla, and Cruise. ‚ÄúI hope to work in a field that gets me to the front end of stuff since my background is in design,‚ÄĚ he said. ‚ÄúI enjoy trying to make something that looks nice and something that people can connect with.‚ÄĚ
Lilliah Aaliyah ‚Äô23, an entrepreneurship and innovation major who met with Salesforce and Cruise, said she wants to work in business relations or operations. For her, the highlight of the event was hearing ‚Äútricks and tips on how to get these jobs.‚ÄĚ¬†
Chloe Ramirez ‚Äô24, a computer science major who met with CamelBak and Bold Insight, said she‚Äôs interested in machine learning, augmented reality, virtualization technology, ‚Äúand the interactive/creative side of tech. Meeting people who have gone to this school makes me feel hopeful to be in that same position.‚ÄĚ
Yazan Tadros ‚Äô24, a business management major who also met with Salesforce, Tesla, and Cruise, said, ‚ÄúI‚Äôm most excited about possibly getting a business development and marketing job. This event felt casual and comfortable and enabled me to be myself.‚ÄĚ
Three USF graduates who represented their employers at the event gave this advice to students:
‚ÄúNetwork!‚ÄĚ said Natalia Clarke ‚Äô20, the social media manager at Minted. ‚ÄúNetwork as much as you can. Connect with people on LinkedIn; send out as many messages as you can, just to get exposure to the people that you‚Äôre talking to.‚ÄĚ
Lauren Quiring ‚Äô22, who works in event marketing at Cruise, said, ‚ÄúMy advice would be to constantly raise your hand for things and put yourself in front of future employers.‚ÄĚ
Emilio Ashley ‚Äô22, associate people development partner at Tesla, said, ‚ÄúUtilize your resources on campus. You‚Äôve got career coaches, counselors, and professors who have backgrounds in the field you want to work in. These people are there at your fingertips. They‚Äôre there to help you.‚ÄĚ
Alumni Identify the USF Difference
Asked what sets USF students apart from other job seekers, Emilio Ashley ‚Äô22 said, ‚ÄúAt USF, you are literally in the hub of opportunity, and companies like that because you‚Äôre familiar with the culture, you‚Äôre in a diverse setting, and you value different perspectives ‚ÄĒ that puts you ahead of the game.‚ÄĚ
Natalia Clarke ‚Äô20 said what sets USF students apart ‚Äúis how much they want to make a difference in the world. That‚Äôs super unique.‚ÄĚ
Catherine Rivera ‚Äô24 contributed reporting to this story
Thu, 16 Nov 2023 09:36:00 -0600entext/htmlhttps://www.usfca.edu/news/meet-the-prosSalesforce Report Highlights Importance of Data in the AI Revolution
Data has long been vital to the success of business initiatives. However, with the meteoric rise of artificial intelligence (AI) data has become even more important. Salesforce, a leading cloud-based CRM platform, in collaboration with Tableau, released its inaugural State of Data and Analytic report.
One of the roadblocks in realizing the full potential of AI is to manage and leverage data for business needs. According to Salesforce Chief Data Officer Wendy Batchelder, ‚ÄúThe AI revolution is actually a data revolution, and a company‚Äôs AI strategy is only as strong as its data strategy, with trust at its core.‚ÄĚ¬†
The Salesforce report was compiled by surveying over 11,000 information technology, analytics, and line-of-business leaders across 18 countries to discover how businesses are navigating the rapidly evolving AI landscape.¬†
A Strong Data Foundation Fuels AI
Advances in AI are moving fast, and data management teams are feeling the pressure to supply algorithms and high-quality data. Almost 9 in 10 (87 percent) of IT and analytics leaders believe that the rise of AI makes data management a higher priority.
Over nine in 10 (91 percent) business leaders say generative AI would benefit their organization, however, they are concerned about their organization‚Äôs ability to capture generative AI value. Early adopters of generative AI are already seeing positive results such as improvement in customer satisfaction. It‚Äôs not surprising that the early success of some organizations has resulted in over three-quarters of business leaders (77 percent) fearing their company is missing out on generative AI‚Äôs benefits.¬†
According to the report, a major roadblock to deriving maximum value for generative AI is the lack of a united data strategy that integrates generative AI into the existing tech stack. Eighty-six percent of respondents believed the AI outputs are only as good as the data inputs. There are also some ethical concerns about the use of AI and uncertainty about generative AI bias that can potentially lead to inaccurate results.¬†
The report highlights the importance of data maturity as a sign of AI preparedness. Organizations that have higher data maturity have a more positive assessment of their organization‚Äôs data quality, technology infrastructure, and AI strategy.¬†
Data‚Äôs Full Potential Remains Elusive
While business leaders realize that data is the key to getting AI benefits, there is significant misalignment between data strategy and business goals. According to the report, many line-of-business leaders (41 percent) believe that their data strategy has either partial or no alignment with business objectives. Similarly, 37 percent of analytics and IT leaders also see room for improvement.¬†
The core reasons for this disconnect include the lack of shared KPIs across teams, dealing with overwhelming volumes of data, and security threats. Technical and line-of-business leaders are concerned that integrating new data sources could increase security vulnerabilities.¬†
The lack of data visibility could be a reason why business leaders are concerned about security threats. Nearly half (45 percent) of analytics and IT leaders say that they have partial or no visibility on how data is used within their organization.¬†
The teams closest to data, including the analytics and IT teams, have the highest confidence (57 percent) in data quality. This shows an opportunity to instill data confidence across other teams including marketing, sales, and service teams.
The Road to Data and AI Success is Winding
Building confidence in data accuracy is more than just a technical fix ‚Äď it requires a shift in mindset. There needs to be a collective change in behaviors and beliefs about the importance of data. The good news is that analytics and IT leaders are taking action. Nearly eight in ten analytics and IT leaders plan to increase the budget for data training and development.¬†
The findings of the report show that data governance can play a key role in buying data trustworthiness with 85 percent of analytics and IT leaders using data governance to quantify and Improve data quality.
‚ÄúManaging data is the most important action a business can take to successfully implement generative AI,‚ÄĚ said Batchelder. ‚ÄúTo effectively manage data, leaders must use data governance strategically and invest in a strong culture now more than ever.‚ÄĚ¬†
The report indicates that analytics and IT leaders lean on cloud solutions to mitigate data gravity, which refers to the concept that data has mass as the mass grows larger it pulls additional resources making it more challenging and expensive to manage that data.¬†
Analytics and IT leaders are relying on better infrastructure (44 percent), using multiple cloud providers (41 percent), and employing decentralized or distributed data storage solutions (40 percent) to mitigate the threats of data gravity.¬†
Looking ahead, companies need to overcome several hurdles to unlock the full potential of AI. The Salesforce report indicates that business leaders are aware of the key challenges and understand what tools can help them succeed in leveraging the power of AI technology.¬†
Fri, 03 Nov 2023 03:01:00 -0500text/htmlhttps://www.datanami.com/2023/11/03/salesforce-report-highlights-importance-of-data-in-the-ai-revolution/Accenture and Salesforce Collaborate to Help Life Sciences Companies Create Differentiation with Data and AINo result found, try new keyword!To help life sciences companies create sustainable value and drive growth, Accenture and Salesforce are investing in the development of Salesforce Life Sciences Cloud including ne ...Mon, 06 Nov 2023 02:59:00 -0600https://www.businesswire.com/news/home/20231106302240/en/Salesforce Announces Timing of its Third Quarter Fiscal 2024 Results Conference Call
Salesforce CRM, the global leader in CRM, today announced that its third quarter fiscal year 2024 results will be released on Thursday, November 30, 2023, after the close of the market. The company will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss its financial results with the investment community. A live webcast and replay of the event will be available on the Salesforce Investor Relations website at www.salesforce.com/investor.
Salesforce empowers companies of every size and industry to connect with their customers through the power of data + AI + CRM + trust. For more information about Salesforce, visit: www.salesforce.com.