Salesforce for All - Chapter One : Introduction

12:13 PM

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Salesforce for All - Chapter One : Introduction


This book is intended to provide a basic understanding of This book aims to strongly establish the fundamentals of as a platform/technology. This book is intended for audience who are new to, or who are new to software development in general.

Introduction to CRM  

CRM stands for Customer Relationship Management.  Managing a Company’s customer operations, which includes Sales, Service, and Support etc. is broadly represented as CRM. Customer base is important for any Company’s success, and a powerful CRM system plays a major role towards achieving this.

What is is a Software Tool which helps companies better manage their CRM. There have been many such popular tools including Siebel CRM, but  entered the industry in 1999 and gained popularity around 2004 to 2007 and has remained at the top ever since. Salesforce was able to achieve this level of success in a short span of time because it is a CLOUD BASED application. To understand what a CLOUD BASED application really means, we would have to look at some history.

Traditional Application Architecture  

Traditionally a software application pretty much followed the same architecture as shown in the below diagram.

                                Fig 1.1 Traditional Applications

As seen in the diagram, the hardware infrastructure (database and Application Layer) which typically included server machines were being maintained individually by every company. Developing and maintaining such architecture does involve manpower, space and a considerable maintenance cost.


Cloud Based Application Architecture:


As seen in the diagram, in the cloud based approach an Infrastructure Provider Company maintains the infrastructure and multiple organizations share the same resources. Organizations can now forget about allocating space, manpower and budget for the infrastructure. They can readily purchase the required resources from the Infrastructure Provider Company and be up and running in a short span of time. As the organization grows in the future (more data /more users), they could purchase additional resources and expand.

The table below summarizes the basic difference between the two.

Traditional Architecture

Cloud Based Architecture

Involves infrastructure setup and maintenance cost

Does not involve infrastructure setup and maintenance cost

Involves considerable manpower for setup and maintenance

Manpower is less compared to traditional architecture

Upgrades are time consuming and requires manpower and resources   

Upgrades are instantaneous and easier to setup than the traditional approach


How is Salesforce a Cloud Based Application? Having seen a little bit of history, let’s look at a high level architecture of Salesforce.

Salesforce is a web-based application, just like any other website (ex: or A Company willing to use CRM contacts Salesforce and purchases user licenses (user accounts). When the company has purchased the licenses, they are ready to setup users and start using CRM right away. I hope this history and background would have given you a dim idea of what Salesforce is. If not, never mind, you will get to know as we proceed along the next chapters.



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