{"id":25407,"date":"2018-08-17T08:45:23","date_gmt":"2018-08-17T08:45:23","guid":{"rendered":"https:\/\/data-flair.training\/blogs\/?p=25407"},"modified":"2025-04-15T21:54:18","modified_gmt":"2025-04-15T16:24:18","slug":"salesforce-tutorial","status":"publish","type":"post","link":"https:\/\/data-flair.training\/blogs\/salesforce-tutorial\/","title":{"rendered":"Salesforce Tutorial For Beginners &#8211; Learn Salesforce Quickly"},"content":{"rendered":"<div class='__iawmlf-post-loop-links' style='display:none;' data-iawmlf-post-links='[{&quot;id&quot;:1810,&quot;href&quot;:&quot;https:\\\/\\\/www.salesforcetutorial.com&quot;,&quot;archived_href&quot;:&quot;http:\\\/\\\/web-wp.archive.org\\\/web\\\/20250905151325\\\/https:\\\/\\\/www.salesforcetutorial.com\\\/&quot;,&quot;redirect_href&quot;:&quot;&quot;,&quot;checks&quot;:[{&quot;date&quot;:&quot;2025-12-10 02:43:36&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2025-12-13 17:43:05&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2025-12-17 04:24:11&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2025-12-24 05:17:49&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2025-12-29 07:09:34&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-01-04 09:20:44&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-01-12 21:44:54&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-01-21 17:15:45&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-01-25 11:58:51&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-01-29 07:38:32&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-02-09 05:18:31&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-02-19 18:01:42&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-02-26 19:25:09&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-03-05 15:34:49&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-03-16 11:23:45&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-03-22 12:52:36&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-03-27 19:26:02&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-04-03 02:24:17&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-04-15 12:48:45&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-04-19 00:54:53&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-04-22 12:58:43&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-04-29 15:22:56&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-05-03 07:26:16&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-05-12 09:58:45&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-05-15 12:05:31&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-06-01 17:05:05&quot;,&quot;http_code&quot;:200},{&quot;date&quot;:&quot;2026-06-06 02:13:27&quot;,&quot;http_code&quot;:200}],&quot;broken&quot;:false,&quot;last_checked&quot;:{&quot;date&quot;:&quot;2026-06-06 02:13:27&quot;,&quot;http_code&quot;:200},&quot;process&quot;:&quot;done&quot;}]'><\/div>\n<p>Today, we will start our new journey with Salesforce Tutorial. This Salesforce tutorial for beginners will provide all the information that is necessary to learn Salesforce. Moreover, in this Salesforce Technology tutorial, we will discuss the meaning of Salesforce, how Salesforce works and also why Salesforce used. Along with this, we are going to learn Salesforce terminology, profiles in Salesforce, its history, and how to download it.<br \/>\nSo, let&#8217;s start Salesforce Tutorial.<\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/salesforce-architecture\/\">Let&#8217;s explore Salesforce Architecture<\/a><\/strong><\/p>\n<h3>What is Salesforce Technology?<\/h3>\n<p><span style=\"font-weight: 400;\"><em>Salesforce is a Customer Relationship Management tool (CRM)<\/em>, it is used to keep the track on the company\u2019s relationship with the existing clients of the organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the initial stage, Salesforce started S<em>oftware as a Server<\/em> (SaaS) CRM company. Now, in the current scenery, Salesforce provides various software solutions as well as platforms for its users and developers on which they can develop and distribute custom software. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this way, all the customers can share a common technology and can use the newest and the updated software in their network.<\/span><\/p>\n<p>Salesforce offers many benefits to its customers like it allows salesforce data storage in cloud. It also allows pay as you go service model. Its helps accelerate sales productivity to increase customer retention and satisfaction.<\/p>\n<h3>Salesforce Tutorial &#8211; History<\/h3>\n<p>This organization was founded in the year 1999 by former Oracle executive brandy Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez as an organization specializing in software as a service (SaaS). Harris, Moellenhoff, and Dominguez, 3 software developers previously a Company or firm Left Coast software, were introduced to Benioff through a devotee and former Oracle colleague Bobby Yazdani. Harris and team wrote the initial sales automation software, that was launched in 1st customers during Sept-Nov 1999.<\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/salesforce-environment\/\">Have a look at Salesforce Environment<\/a><\/strong><\/p>\n<h3><span style=\"font-weight: 400;\">How Does Salesforce Work? <\/span><\/h3>\n<p>When an individual is using Salesforce there are really high chances that an individual will employ main data objectives to keep a track on sales process and lead generation efforts these objects are:<\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Accounts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaigns \u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Accounts are the companies that an individual deal with. Contracts are the people in that company and opportunity are the deals that you are making with the companies in order to sell them your product or the services provided by you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Leads are different from these three. There are a certain amount of people who have shown their interest in the companies in the past but sales weren\u2019t executed. Leads that generates by the company marketing efforts like engaging in speaking procedures or webinars.<\/span><\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/salesforce-navigation-setup-menu\/\">Do you know about Salesforce Navigation<\/a><\/strong><br \/>\n<span style=\"font-weight: 400;\"><em>Salesforce Campaigns<\/em> are salesforce method of keeping a track on the marketing efforts.<\/span><\/p>\n<div id=\"attachment_25448\" style=\"width: 985px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-25448\" class=\"wp-image-25448 size-full\" src=\"https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1.png\" alt=\"Salesforce Tutorial\" width=\"975\" height=\"509\" srcset=\"https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1.png 975w, https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1-150x78.png 150w, https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1-300x157.png 300w, https:\/\/data-flair.training\/blogs\/wp-content\/uploads\/sites\/2\/2018\/08\/image1-1-1-768x401.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/a><p id=\"caption-attachment-25448\" class=\"wp-caption-text\">Working in Salesforce Technology<\/p><\/div>\n<p><span style=\"font-weight: 400;\">Let\u2019s take an example of the Salesforce Technology:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let us assume that a person named Mark goes to a conference and gives a talk, he gets a list of all the people who are going to attend the conference. He could create a Campaign in the Salesforce for a specific conference and talk. When he imposes these attendees as lead they will link to the campaign.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce Campaigns are a really good way to track from where these leads are coming and what are your efforts towards them and whether these efforts are working or not.<\/span><\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/salesforce-schema-builder\/\">Let&#8217;s take a tour to Salesforce Schema Builder<\/a><\/strong><\/p>\n<h3>Salesforce Tutorial &#8211; Salesforce Terminology<\/h3>\n<p><span style=\"font-weight: 400;\"><strong>a. Salesforce App \u2013<\/strong>\u00a0It contains all the object, tabs, and all the other functionalities and also consist of a name, logo and ordered tabs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>b. Salesforce Object \u2013<\/strong> It is considered as the heart of all apps in Salesforce and is very similar to the database table as it provides not just structure for the storage of data but also powers the interface element.<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong><a href=\"https:\/\/data-flair.training\/blogs\/salesforce-objects\/\">Objects<\/a> <\/strong>are of two type-<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Custom object<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Standard object<\/span><\/li>\n<\/ul>\n<p><strong>c.\u00a0<\/strong><span style=\"font-weight: 400;\"><strong>Tab &#8211;<\/strong> A tab means a single object. This acts as a starting for all <\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Viewing<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Editing<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Entering information on some particular object.<\/span><\/li>\n<\/ul>\n<p><strong>d.\u00a0<\/strong><strong>Fields &#8211;<\/strong> These are the properties that define the object. It is like a column for the database.<\/p>\n<h3><span style=\"font-weight: 400;\">Salesforce Tutorial &#8211; Setup the Salesforce App<\/span><\/h3>\n<p>Following are the several steps for the setup of Salesforce App:<\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Search for \u201csetup\u201d next to the app name in the right corner to the top.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Go to built which is on the left, then create and then select \u201capps\u201d.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click on the new, in the middle of your computer screen.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Choose \u201cCostume App\u201d.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Enter the \u201capp Label\u201d.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Then choose a profile picture which is appropriate for your app and click next.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Choose the tabs according to your need and click next.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">And make a selection of different apps you want to assign and then click Save.<\/span><\/li>\n<\/ul>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/role-hierarchy-in-salesforce\/\">Do you know about Salesforce Role Hierarchy<\/a><\/strong><\/p>\n<h3><span style=\"font-weight: 400;\">Salesforce Tutorial &#8211; Tabs<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Tabs are used to access objects (tables) within the Salesforce App. They seem on top of the screen, almost like a toolbar. It contains shortcut links to multiple objects. On clicking the object name in a very tab, records in that object will display. Tabs also contain links to the external website, custom pages, and alternative URLs. The highlighted portion within the below screenshot is that of Salesforce tabs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All <em>Salesforce Applications<\/em> can have a Home tab by default. Standard tabs get to choose by clicking on \u2018+\u2019 within the Tab menu. Accounts, Contacts, Groups, Leads, Profile the standard tabs which Salesforce offers. For instance, Accounts tab will show you the list of accounts within the <a href=\"https:\/\/data-flair.training\/blogs\/sfdc\/\"><strong>SFDC org<\/strong><\/a> and Contacts tab will show you the list of contacts within the SFDC org.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Profiles in Salesforce<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Every user who has to access the data or <em>SFDC<\/em> org will link to a profile. A profile is an assortment of settings and permissions that control what a user can read, access and modify in Salesforce.<\/span><\/p>\n<p>A profile in Salesforce itself monitors all the things like user permissions, object permissions, field permissions, app settings, tab settings, apex class access, <a href=\"https:\/\/data-flair.training\/blogs\/salesforce-visualforce\/\"><strong>Visualforce<\/strong><\/a> page access, page layouts, record types, login hour and login IP addresses.<\/p>\n<p><span style=\"font-weight: 400;\">You can outline profiles based on the background of the user. As an example, different levels of access can set for various users like a supervisor, developer, and sales representative.<\/span><\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/triggers-in-salesforce\/\">You must read the Salesforce Triggers tutorial<\/a><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Similar to tabs, we are able to use any standard profile or create a custom profile. By default, the available customary profiles are read-only, standard user, marketing user, contract manager, answer manager and supervisor. If you would like to create custom profiles, you have to 1st clone standard profiles and then edit that profile. Do note that one profile can allow several users. However, one user cannot get several profiles.<\/span><\/p>\n<p>So, this was all in the Salesforce Tutorial for Dummies. Hope you like our explanation on Salesforce Technology.<\/p>\n<h3><span style=\"font-weight: 400;\">Conclusion<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Hence, in this Salesforce Tutorial, we learned what is Salesforce Technology. Moreover, we discussed how Salesforce works and what are the common terminology in Salesforce. Also, we saw profiles in Salesforce, Salesforce example, App &amp; Tabs in Salesforce. Also, we Salesforce History and Salesforce download. Hope this Salesforce Tutorial helped you. Still, if any question you want to ask, comment freely, we will definitely get back to you.<\/span><\/p>\n<p><strong>See also &#8211;\u00a0<\/strong><\/p>\n<p><strong><a href=\"https:\/\/data-flair.training\/blogs\/static-resource-in-salesforce\/\">Salesforce Static Resources<\/a><\/strong><br \/>\n<a href=\"https:\/\/www.salesforcetutorial.com\/\"><strong>For reference<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today, we will start our new journey with Salesforce Tutorial. This Salesforce tutorial for beginners will provide all the information that is necessary to learn Salesforce. Moreover, in this Salesforce Technology tutorial, we will&#46;&#46;&#46;<\/p>\n","protected":false},"author":6,"featured_media":25461,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54],"tags":[5941,8169,10173,11695,11721,11766,11767,11772,11791,11809,11846,11856,11858,11863,12793],"class_list":["post-25407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-how-salesforce-works","tag-learn-salesforce-online","tag-profiles-in-salesforce","tag-salesforce-application","tag-salesforce-competitors","tag-salesforce-for-beginners","tag-salesforce-for-dummies","tag-salesforce-history","tag-salesforce-lightning-tutorial","tag-salesforce-overview","tag-salesforce-software","tag-salesforce-technology","tag-salesforce-terminology","tag-salesforce-tutorial","tag-setup-for-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Salesforce Tutorial For Beginners - Learn Salesforce Quickly - DataFlair<\/title>\n<meta name=\"description\" content=\"Salesforce Tutorial for beginners,what is salesforce Technology,salesforce application,salesforce software,Profiles in Salesforce,salesforce app &amp; 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