Question 1

What is Salesforce?

Accepted Answer

Salesforce is the world's No.1 customer relationship management (CRM) platform that aids individuals manage the database in a very stimulating manner. It is the product of a company of the same name. This integrated platform aids in the smooth functioning of multiple departments including marketing and sales, and receives a single, shared view of every customer. Some of the services and products that Salesforce offers are: Sales Cloud Service Cloud Exact Market Cloud AppExchange Community Cloud Commerce Cloud Analytics Cloud App Cloud IoT Cloud Health Cloud Chatter Salesforce1 Almost every industry including communications, health care, media, financial services, government, retail, logistics, etc. actively uses Salesforce. u00a0

Question 2

What are the benefits of Salesforce CRM?

Accepted Answer

Below mentioned are some of the benefits of using Salesforce CRM: It helps in enhanced communication with customers. It improves customer service. It aids in improving analytical data and reporting. It is a great tool for automation and relieves a business from repetitive and less important tasks. Greater efficiency in managing multiple teams. Helps in individual clientu2019s account planning.

Question 3

Define Tab in Salesforce.

Accepted Answer

A tabu00a0is a feature useful to display custom object data that is embedded in a particular application. Some of the tabs that are available in salesforce are: Custom object tabs Web tabs Flexible page tabs Lightning page tabs Visualforce tabs

Question 4

State the importance of app in Salesforce.

Accepted Answer

Salesforce has a container that can store multiple tabs including logo and names. This group of tab helps in customizing the apps as per the user requirements. It also enables building new apps and at the same time combine the custom and standard tabs. Below are the steps to create an app: u00a0 Go to u2018Setupu2019 in salesforce Choose the u2018Buildu2019 option Select u2018Createu2019 option Select u2018Appu2019 option Click on u2018Newu2019

Question 5

How to store records in salesforce?

Accepted Answer

There are multiple ways to store records including images, files, important documents, notes, etc. Some of the commonly used ways are: Attachments Google drive Chatter Files Libraries

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