Special Features in salesforce for CRM

Special Features in Salesforce for CRM

Salesforce Tutorial

The process by which sales, service, commerce, marketing, and IT teams from anywhere with Customer is known as Salesforce. The world’s number one customer relationship management (CRM) platform is said to be Salesforce, as it created that much impact. It helps in your business growth and guides you at an optimum level. The person who administrates your business’s salesforce process is called the salesforce admin. He gets eligible for this job if he passes through salesforce admin certification practice test. The Special Features in Salesforce for CRM are mentioned below:

Lightning App Builder

The upgraded Salesforce Lightning Application Developer is one of the most helpful elements anyone could hope to find. Salesforce Lightning is a part-based structure that permits anybody to develop an application regardless of whether they have any programming information. You can plan an application like a genius with a couple of snaps and taps.

This is a basic point-and-click device for making Salesforce Lightning pages or involving it in the versatile application. This permits you to modify pages to feature significant data and disguise anything that isn’t. The component is generally helpful for colleagues who need to make page changes.

This comprises three fragments: Lightning Trade parts delivered by different Salesforce accomplices, Salesforce.org pre-constructed parts, and just like own novel components. Its Lightning parts can be hauled onto the page material and are depicted as little, adaptable, and reusable pieces that you can add to a Lightning page in the Lightning Application Manufacturer.

Salesforce Dashboards and Reports

These are Salesforce’s out-of-the-container investigation, the “go-to” choice for quick reporting. As you would anticipate from the world’s most famous CRM, they’re strong, instinctive, configurable and reasonable for organizations, everything being equal. Salesforce reports are an assortment of records that have been separated. The Lightning Report Manufacturer is partitioned into two segments:

Frame: this is where you figure out which fields to remember for the report.

Channels: this is where you thin down which records to introduce.

Adding graphs and charts that depend on a report to a Salesforce dashboard is made conceivable here. All in all, the dashboard shows a visualization report. The Salesforce device “Dashboards” totals data into stylishly satisfying portrayals, for example, bar graphs, pie diagrams, charts, superior boards, tables, lists of competitors, and charts, and that’s only the tip of the iceberg. Salesforce admins know salesforce certification path to ensure the growth of the business.


Marketing isn’t all you can computerize with Salesforce. You can likewise mechanize inside methodology and cycles through Salesforce’s Work process highlight by making on-the-off rules.

If you set an activity up to a condition that is met, the action happens consequently. For instance, a rule could make sure when the probability of winning an opportunity reaches a specific value; it alerts management.

Marketing Cloud

Salesforce offers an email-promoting arrangement that is exceptionally robotized and adaptable. It utilizes artificial intelligence to distinguish new market fragments and recognize the clients who will draw in your products. You can likewise utilize pre-fabricated formats to reduce the exertion you spend on promoting, saving additional opportunities to close arrangements.

Territory Management

This element ability is the best answer for guaranteeing that faultless cycles are followed all through your entire association, paying little mind to measure. Jobs, obligations, and progressive systems are coordinated, and an order of records is built, similar to the sections examined previously. Salesforce’s enterprise territory management makes this possible, which makes it simpler than at any time in recent memory.

These regions don’t need to be rigid. They may be founded on geography, job or whatever other components best accommodates your sales staff.

Wrapping it Up:

Thus the above-listed points are special features in Salesforce for customer relationship management or known as CRM. Using this will tremendously grow your business and strengthen your business career.