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http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Redefining Learning !
Sales Force
Certification
(Admin 201 and DEV 401)
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
OBJECTIVES
At the end of this training session, you will be able to:
•
Define Sales Force.
•
To Understand the responsibilities of a Developer
•
Define the role of an Admin in an organization
•
Differentiate between the roles of Developer and Admin
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
What is a Sales Force?
Sales Force is a Vendor which is giving server, data base and an application.
An Organization has to manage :
•
An Application
•
Server
•
Data base
The organization functions with the support of:
a). Developer: A developer is one who is building the applications
b). Admin : An Admin maintains the server, data base
There are two types in Admin-
1). Data base admin who maintains the data base.
2). Infrastructure admin who maintains the server
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
What is the purpose of Sales Force?
Sales Force supports both Admin and Developer.

An Organization has to pay to for maintaining the application, server, and database
separately.

The Sales Force is like a provider which itself takes the back up and builds the
applications.

For a businessman to manage the application , he has to
get a tool or software which the third party sells it to
him.
Where, each one will have different kinds of requirements.
Ex: A single tab to be shown to one with the title “account”,
and another may ask to name it as “Customer” .

In case of Sales Force, they sell the basic packages to both. It
follows the principle, “this is what I sell, pay me and get it from
me”.
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Sales Force and Admin :
To make the changes in the organization Admin and Sales
Force are needed.

Admin is responsible for making the changes in Sales Force.
They are:
•
Changing the labels
•
Displaying the fields on a single field
•
Configuring and wrapping the particular package to organization branding
•
In this branding he does business logic, data models, creates a new table.

Admin in Sales Force is not just a admin who takes care of applications and maintains the server,
but does the wrapping of simple package from sales force and wrapping it to organization branding and
making it ready.

Admin keeps on doing small changes to a particular structure.
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Difference between Software and Tool:
Software: The software is sold to the customer, but the copy rights will be with the seller.
The buyer cannot add anything to it.
Ex: Windows
Tool : It is a branded stuff , which is used by the buyer and if required they can add to it.
Ex: Sales Force
As in sales Force, which gives the provision to enhance to the organization requirements to
build on your own.
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Roles of Admin and Developer in Sales Force
Roles of a Developer :
•
In an Organization, customization is done by the Developer.
•
wherever you need to build something from scratch will be done by developer
•
Developer gets requirements and creates screens on which captures the account,
that account should go to an opportunity.
•
Requirement will be given but newer given a use case.
•
Developer plays “ Solution Architect” role.
Roles of an Admin:
•
If some thing to be installed to use it will be done by an admin.
•
Data Mining, Data Cleaning activities, Maintaining the organization
•
Understand how is the organization functionality.
•
To know what is lead account, contact opportunity is and how their functionality is more related
than a developer.
•
They get some contacts with the customer, interact with them.
•
They know the functional side of the sales force and map it with the business side.
•
They have strong functional knowledge including both the functional side of software and
system.
•
Admin does plays the “Consultant role”.
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Time to Market:
Whenever a software comes, the product should come within least time to market.
Time to Market: It means how much time it takes a product to go life?
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Knowledge Check
Submit Show Correct Answer
For each of the following statements, select Correct or
Incorrect then click Submit.
•
Developer gets requirements and creates screens on
which captures the account.
•
Admin plays the “Solution Architect” role.
•
Admin does configuring and wrapping the
particular package to organization branding.
Correct Incorrect
Correct Incorrect
Correct Incorrect
http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd.
Email us – sales@intellipaat.com
Call us - +91-9784286179 / 1-800-
216-8930 (US Toll Free)
Visit us - https://intellipaat.com
Thank You

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SalesForce Basics

  • 1. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Redefining Learning ! Sales Force Certification (Admin 201 and DEV 401)
  • 2. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. OBJECTIVES At the end of this training session, you will be able to: • Define Sales Force. • To Understand the responsibilities of a Developer • Define the role of an Admin in an organization • Differentiate between the roles of Developer and Admin
  • 3. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. What is a Sales Force? Sales Force is a Vendor which is giving server, data base and an application. An Organization has to manage : • An Application • Server • Data base The organization functions with the support of: a). Developer: A developer is one who is building the applications b). Admin : An Admin maintains the server, data base There are two types in Admin- 1). Data base admin who maintains the data base. 2). Infrastructure admin who maintains the server
  • 4. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. What is the purpose of Sales Force? Sales Force supports both Admin and Developer.  An Organization has to pay to for maintaining the application, server, and database separately.  The Sales Force is like a provider which itself takes the back up and builds the applications.  For a businessman to manage the application , he has to get a tool or software which the third party sells it to him. Where, each one will have different kinds of requirements. Ex: A single tab to be shown to one with the title “account”, and another may ask to name it as “Customer” .  In case of Sales Force, they sell the basic packages to both. It follows the principle, “this is what I sell, pay me and get it from me”.
  • 5. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Sales Force and Admin : To make the changes in the organization Admin and Sales Force are needed.  Admin is responsible for making the changes in Sales Force. They are: • Changing the labels • Displaying the fields on a single field • Configuring and wrapping the particular package to organization branding • In this branding he does business logic, data models, creates a new table.  Admin in Sales Force is not just a admin who takes care of applications and maintains the server, but does the wrapping of simple package from sales force and wrapping it to organization branding and making it ready.  Admin keeps on doing small changes to a particular structure.
  • 6. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Difference between Software and Tool: Software: The software is sold to the customer, but the copy rights will be with the seller. The buyer cannot add anything to it. Ex: Windows Tool : It is a branded stuff , which is used by the buyer and if required they can add to it. Ex: Sales Force As in sales Force, which gives the provision to enhance to the organization requirements to build on your own.
  • 7. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Roles of Admin and Developer in Sales Force Roles of a Developer : • In an Organization, customization is done by the Developer. • wherever you need to build something from scratch will be done by developer • Developer gets requirements and creates screens on which captures the account, that account should go to an opportunity. • Requirement will be given but newer given a use case. • Developer plays “ Solution Architect” role. Roles of an Admin: • If some thing to be installed to use it will be done by an admin. • Data Mining, Data Cleaning activities, Maintaining the organization • Understand how is the organization functionality. • To know what is lead account, contact opportunity is and how their functionality is more related than a developer. • They get some contacts with the customer, interact with them. • They know the functional side of the sales force and map it with the business side. • They have strong functional knowledge including both the functional side of software and system. • Admin does plays the “Consultant role”.
  • 8. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Time to Market: Whenever a software comes, the product should come within least time to market. Time to Market: It means how much time it takes a product to go life?
  • 9. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Knowledge Check Submit Show Correct Answer For each of the following statements, select Correct or Incorrect then click Submit. • Developer gets requirements and creates screens on which captures the account. • Admin plays the “Solution Architect” role. • Admin does configuring and wrapping the particular package to organization branding. Correct Incorrect Correct Incorrect Correct Incorrect
  • 10. http://intellipaat.com/Intellipaat Software Solutions Pvt. Ltd. Email us – sales@intellipaat.com Call us - +91-9784286179 / 1-800- 216-8930 (US Toll Free) Visit us - https://intellipaat.com Thank You

Notas do Editor

  1. Note to Developers (Graphics and Technology): Make sure that the text and audio appear with proper synchronization. Soft piano music in the background.
  2. Audio Script: Objectives: At the end of this training session, you will be able to: Define Sales Force. To Understand the responsibilities of a Developer Define the role of an Admin in an organization Differentiate between the roles of Developer and Admin Note to Developer: Sync the OST and the audio. Give “fade” effect to each line.
  3. Audio Script: What is a Sales Force? Sales Force is a Vendor which is giving server, data base and an application. An Organization has to manage : An Application Server Data base The organization functions with the support of: a). Developer: A developer is one who is building the applications b). Admin : An Admin maintains the server, data base There are two types in Admin- 1). Data base admin who maintains the data base. 2). Infrastructure admin who maintains the server Note to Developer: Sync the OST and the audio.
  4. Audio Script: What is the purpose of Sales Force? Sales Force supports both Admin and Developer. An Organization has to pay to for maintaining the application, server, and database separately. The Sales Force is like a provider which itself takes the back up and builds the applications. For a businessman to manage the application , he has to get a tool or software which the third party sells it to him. Where, each one will have different kinds of requirements. Ex: A single tab to be shown to one with the title “account”, and another may ask to name it as “Customer” . In case of Sales Force, they sell the basic packages to both. It follows the principle, this is what I sell, pay me and get it from me. Note to Developer: Sync the OST and the audio.
  5. Audio Script: Sales Force and Admin : To make the changes in the organization Admin and Sales Force are needed. Admin is responsible for making the changes in Sales Force. They are: Changing the labels Displaying the fields on a single field Configuring and wrapping the particular package to organization branding In this branding he does business logic, data models, creates a new table. Admin in Sales Force is not just a admin who takes care of applications and maintains the server, but does the wrapping of simple package from sales force and wrapping it to organization branding and making it ready. Admin keeps on doing small changes to a particular structure. Note to Developer: Sync the OST and the audio.
  6. Audio Script: Difference between Software and Tool: Software: The software is sold to the customer, but the copy rights will be with the seller. The buyer cannot add anything to it. Ex: Windows Tool : It is a branded stuff , which is used by the buyer and if required they can add to it. Ex: Sales Force As in sales Force, which gives the provision to enhance to the organization requirements to build on your own. Note to Developer: Sync the OST and the audio.
  7. Audio Script: Let us see the Roles of Admin and Developer in Sales Force Roles of a Developer : In an Organization, customization is done by the Developer. wherever you need to build something from scratch will be done by developer Developer gets requirements and creates screens on which captures the account, that account should go to an opportunity. Requirement will be given but newer given a use case. Developer plays “ Solution Architect” role. Roles of an Admin: If some thing to be installed to use it will be done by an admin. Data Mining, Data Cleaning activities, Maintaining the organization Understand how is the organization functionality. To know what is lead account, contact opportunity is and how their functionality is more related than a developer. They get some contacts with the customer, interact with them. They know the functional side of the sales force and map it with the business side. They have strong functional knowledge including both the functional side of software and system. Admin does plays the “Consultant role”. Note to Developer: Sync the OST and the audio.
  8. Audio Script: Time to Market: Whenever a software comes, the product should come within least time to market. Time to Market: It means how much time it takes a product to go life? Note to Developer: Sync the OST and the audio.
  9. Audio: For each of the following statements, select Correct or Incorrect and then click Submit. Notes to Developer: Create buttons which enable users to select Correct or Incorrect. Change the color of the button when users selects it. Link the answers as follows: Ans- Correct Ans- Incorrect Ans- Correct Make the following feedback text appear in the <feedback text> box on the screen: When user gives Correct answer – That’s Correct! 1). Developer gets requirements and creates screens on which captures the account. 3).Admin does configuring and wrapping the particular package to organization branding. When user gives Wrong answer- That’s Incorrect. Admin plays the “Consultant” role
  10. Audio: Thank you for attending the course.