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Salesforce · Module 1 of 10

Introduction to Salesforce and CRM

Salesforce is the world's leading cloud CRM platform.

📖 Key ideas

  1. CRM (Customer Relationship Management) tracks customers, sales and service.
  2. Salesforce is a cloud SaaS platform with Sales, Service, Marketing and Commerce Clouds.
  3. Multi-tenant: many customers share infrastructure securely.
  4. Trailhead offers free learning with badges.
  5. Developer Edition orgs are free for practice.
💡 Real-life example: Salesforce is a digital office where every customer conversation, deal and complaint is recorded.
CRMCustomer Relationship Management
OrgA Salesforce instance
TrailheadFree Salesforce learning platform
Multi-tenantShared infrastructure for many customers