[Rajesh]

Thanks @kishan-giri
Its been great info that you gave.

[Rajesh]

Unlike any other CRM application, Salesforce is the ultimate solution for your business. It is featured with all the elements that are required to run your business on an automation platform with embedded intelligence. Salesforce CRM features and benefits are discussed below:
-Contact Management
Salesforce CRM assures a hassle-free contact management by giving an access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. You can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
-Opportunity Management
The opportunity management is one of the top Salesforce CRM features and benefits to look for. It offers a chance to view the activity timeline of your customers. Also, it depicts the various stages of a particular deal which helps you to decide your next move.
-Quote Management
Salesforce CRM simplifies your sales and business processes with forecasting and productivity tracking. Quote management of the products becomes easy with this CRM application. You can simply track the products, which are part of your deal, and it includes the standard price, quantity, product code, and quoted price.
-Einstein Analytics
The Einstein analytics offers you high business intelligence that helps to unlock complicated sales as well as service insights. With Einstein Actions, you can go to the next step faster. This analytics also connects the users to sales, service, and community clouds with embedded dashboards.
-Lead Management
The lead management of Salesforce CRM is featured with an affluent activity timeline. It gives an access to the up-to-date contacts on the timeline with the industry best practices. Also, it uses the sales path to understand the relevant documents. F
-Mobility
This allows usersto access CRM data at anytime and from anywhere. They can view meetings, events, and account updates at the fingertips. Even making conference calls and taking meeting note in more is convenient to the application.
-Email Integration
Salesforce email service accesses your Gmail and Outlook inboxes to synchronize emails. With Salesforce Lightning<strong style="font-family: inherit; font-size: inherit;"> and its seamless integration, users can have a complete view of the customers. The users can view the contacts as well as calendars from any device after the integration
-Sales Collaboration
Salesforce CRM helps you to keep the most critical projects, team, and topics in a social feed. It assists the team in working together to achieve a common goal.
-Territory Management
The territory management of Salesforce CRM software helps to manage assignment rules, new hierarchies, and territory assignments. Users can assign one rule to many territories and their decedents from the territory hierarchy.

• This reply was modified 3 years, 6 months ago by  Rajesh. Reason: trying to edit bold points

[Rajesh]

Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites.
Read more at - https://help.salesforce.com/articleView?id=knowledge_whatis.htm&type=5

[Rajesh]

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• This reply was modified 3 years, 6 months ago by  Rajesh.

[Rajesh]

Various Considerations while implementing triggers in Salesforce are:
-Upsert triggers fire both before and after insert or before and after update triggers as appropriate.-Merge triggers fire both before and after delete for the losing records, and both before and after update triggers for the winning record.
-See Triggers and Merge Statements.Triggers that execute after a record has been undeleted only work with specific objects.
-See Triggers and Recovered Records.Field history is not recorded until the end of a trigger. If you query field history in a trigger, you don’t see any history for the current transaction.
-Field history tracking honors the permissions of the current user. If the current user doesn’t have permission to directly edit an object or field, but the user activates a trigger that changes an object or field with history tracking enabled, no history of the change is recorded.
-Callouts must be made asynchronously from a trigger so that the trigger process isn’t blocked while waiting for the external service's response.
-The asynchronous callout is made in a background process, and the response is received when the external service returns it. To make an asynchronous callout, use asynchronous Apex such as a future method. See Invoking Callouts Using Apex for more information.

[Rajesh]

To bulkify your code means to combine repetitive tasks in Apex! It's the only way to get around Governor Limits – especially our #1 most important limit! Before I give you an example, it's important to know exactly why you need to bulkify: Up to 200 records can enter your trigger at once!

[Rajesh]

Hello @Mansi-Tyagi
Thanks for the reply, and thanks for the providing some great features of CRM system.
Can you please let me few sites where I can get CRM software blog, News, Forums.....?
Thanks in advance.

[Rajesh]

Hello @moshe-strugano
Thanks for the gerat info that you gave.
Keep participating & responding and sharing your great knowdgle of CRM with me.

• This reply was modified 3 years, 7 months ago by  Rajesh. Reason: trying to add user via its username
• This reply was modified 3 years, 4 months ago by  Forcetalks.
• This reply was modified 3 years, 4 months ago by  Forcetalks.

[Rajesh]

Picklist in Salesforce is a great way to keep data consistent and safe. It provides the user with a read-only input field that is accompanied by a Listbox of pre-defined options. A picklist consists of both single and multi-selection patterns.<div>

 

Types of Picklist -

Standard – Standard Picklists are included in your Salesforce org before making any customizations like Opportunity Stage picklist on Opportunity object, Lead Source picklist on the Lead object, and more.

Custom – Custom Picklists are the ones that you create based on your organization’s processes.

Restricted – Restricted picklists limit users from adding new values (either through the API or other apps).

Dependent – Dependent picklist filters values for one picklist based on a selection from another picklist or a checkbox on the same record.