BCA / B.Tech 15 min read

CRM In Salesforce

What Is CRM (Customer Relationship Management)?


CRM In Salesforce

CRM (Customer Relationship Management) is a technology or system that businesses use to manage and improve their relationships with customers. The main goal of CRM is to organize customer information, track all interactions with them, and establish strong, profitable relationships with customers.
With a CRM system, businesses can build strong and long-term relationships with customers, which ultimately promotes customer satisfaction and loyalty.

Advantages of CRM (Customer Relationship Management):


(a) Better Customer Service: A CRM system stores all interactions and information with the customer, giving the customer service team complete information about each customer.

(b) Increased Sales: CRM software streamlines the sales process, allowing the sales team to better manage leads, close more deals, and strengthen customer relationships.

Types of CRM (Customer Relationship Management) in Salesforce:

(a) Operational CRM
(b) Analytical CRM
(c) Collaborative CRM
(d) Strategic CRM

In this Chapter

CRM In Salesforce
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
Create Tabs in Salesforce
ERP In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Manage Security
Governor Limits
How to Create a Profile
How to Create a User
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Designing the Home Page
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper