Ultimate Guide to EVERY Salesforce Product in Under 15 Minutes
Summary
TLDRThis video undertakes the ambitious task of demystifying Salesforce's extensive ecosystem, covering every product, feature, and add-on in under 15 minutes. It starts with a clear distinction between Salesforce's core platform—highlighting Sales and Service Clouds—and its vast array of integrated products. From the foundational Sales Cloud launched in 1999, to the innovative Data Cloud and industry-specific solutions, the video guides viewers through the intricacies of Salesforce's offerings. Add-ons like CPQ, Billing, and Einstein AI enhance the platform's capabilities, while acquisitions like Slack and Tableau expand its reach. The video aims to equip viewers with a comprehensive understanding of Salesforce's potential to revolutionize business operations, emphasizing the importance of each product and its role within the ecosystem.
Takeaways
- 😀 Salesforce has a wide range of products beyond just Sales Cloud and Service Cloud, including industry-specific solutions, AI capabilities, and acquisitions.
- 😊 The core Salesforce platform refers to key products like Sales Cloud, Service Cloud, and platform features that enable customization.
- 📈 Major recent product launches include Data Cloud for real-time data streams at scale, Einstein GPT for AI-generated content, and Net Zero Cloud for carbon accounting.
- 🛒 Acquisitions like Slack, MuleSoft, and Tableau have brought new capabilities while staying integrated with Salesforce products.
- 🌐 Experience Cloud lets you build customized portals and digital experiences for different customer and employee groups.
- 💰 CPQ (Configure, Price, Quote) streamlines the quoting process for complex products with rules for compatibility.
- 📊 CRM Analytics and Tableau allow deeper data insights by combining Salesforce data with external sources.
- 🔒 Shield adds an extra layer of security and encryption capabilities on top of Salesforce.
- ✨ Einstein AI capabilities are baked into Salesforce products to drive more intelligence and automation.
- ☁️ Composer provides a simplified way to handle integrations and workflows by non-technical users.
Q & A
What is the primary purpose of Salesforce Sales Cloud?
-Salesforce Sales Cloud is designed to accelerate the sales cycle by providing tools for managing customer needs, opportunities, and the businesses and individuals they work with, primarily targeting B2B businesses.
How does CPQ enhance the functionality of Salesforce Sales Cloud?
-CPQ (Configure, Price, Quote) enables customers to go beyond standard functionality by offering features like product and price rules, helping users build accurate quotes for complex products efficiently.
What is the significance of Salesforce Service Cloud?
-Salesforce Service Cloud supports customer service by facilitating communication through email, support, live chat, and phone, and assists users in finding and processing resolutions to customer issues.
What is Salesforce Data Cloud, and why is it considered a major innovation?
-Salesforce Data Cloud, previously known as Genie, allows ingestion and storage of real-time data streams on a massive scale and automates tasks using this data to ensure highly personalized experiences.
How does Salesforce Experience Cloud serve different types of users?
-Salesforce Experience Cloud enables the creation of unique digital experiences for customers, partners, or employees, allowing them to interact with Salesforce instances through self-service portals, support systems, and knowledge bases.
What are the key features of Salesforce Industry Solutions?
-Salesforce Industry Solutions are specialized products tailored to specific industries, transforming Salesforce's core CRM offering to better suit industry-specific needs, such as in healthcare or financial services.
What role does Einstein play in the Salesforce ecosystem?
-Einstein is Salesforce's AI layer integrated into almost every Salesforce Cloud, offering a number of free and paid features for enhancing decision-making and productivity across various Salesforce products.
How does Salesforce Net Zero Cloud contribute to environmental sustainability?
-Net Zero Cloud is a carbon accounting tool that helps companies account for their carbon footprint by processing data from various sources and identifying areas for emission reduction and action.
What is the purpose of Salesforce's acquisition of Slack?
-The acquisition of Slack, a messaging app for businesses, is aimed at enhancing collaboration by allowing seamless communication and integration between Slack and Salesforce systems.
How does Salesforce Commerce Cloud cater to both B2C and B2B markets?
-Commerce Cloud provides a comprehensive set of features for creating online retail experiences, with separate stacks for B2C and B2B, including mobile readiness, integration with other Salesforce products, and AI-enabled features.
Outlines
🌐 Overview of Salesforce Ecosystem
This section delves into Salesforce's expansive ecosystem over the past decade, emphasizing its core platform distinction and the seamless integration of its myriad products. Key highlights include the foundational Sales and Service clouds, the legacy and modern interfaces (Classic and Lightning), and the advantages of the core platform like easy add-on integration and access to Salesforce's development tools. The narrative introduces Salesforce's flagship Sales Cloud, launched in 1999, designed to enhance B2B sales cycles with features like quoting, product management, and forecasting. It also covers CPQ (Configure, Price, Quote) for complex quoting scenarios, Service Cloud for customer service excellence, and introduces Salesforce Data Cloud for real-time data stream management. The piece touches on Experience Cloud for creating digital experiences and industry-specific solutions, showcasing Salesforce's tailored approach to various sectors.
🤖 Salesforce's AI Innovations and Product Extensions
This section explores Salesforce Einstein, an AI layer integrated across Salesforce clouds, offering both free and premium features aimed at enhancing customer relationship management across various domains. It highlights the introduction of Einstein GPT in 2023, a generative AI tool designed to automate tasks like case responses and code generation. The narrative shifts to Salesforce's educational and environmental initiatives with Sales Enablement and Net Zero Cloud, focusing on workforce upskilling and carbon footprint management. The introduction of Work.com for pandemic management and its pivot to employee wellness, along with the NFT Cloud for digital asset engagement, underscores Salesforce's adaptability and innovation. The segment concludes with an overview of the Salesforce platform's appeal, emphasizing its customization capabilities through tools like Heroku, Salesforce Shield, and the integration of acquired technologies into the Salesforce ecosystem.
🔗 Salesforce's Expansive Marketing and Integration Solutions
This final section provides a comprehensive look at Salesforce's marketing solutions and strategic acquisitions, highlighting the adaptability and depth of Salesforce's offerings. It covers Marketing Cloud's multifaceted modules like Journey Builder, Email Studio, and Loyalty Management, each designed to enhance customer engagement across various channels. The narrative then transitions to Salesforce's significant acquisitions, including Slack for business communication, Tableau for business intelligence, and MuleSoft for system integration, showcasing Salesforce's commitment to providing a holistic and interconnected ecosystem. The piece concludes with an overview of Quip for collaborative document editing and Commerce Cloud for creating engaging online shopping experiences, emphasizing Salesforce's continuous evolution to meet diverse business needs.
Mindmap
Keywords
💡Salesforce Core Platform
💡Sales Cloud
💡CPQ and Billing
💡Service Cloud
💡Salesforce Industry Solutions
💡Einstein
💡Salesforce Data Cloud
💡Experience Cloud
💡Marketing Cloud
💡Commerce Cloud
Highlights
Salesforce, the undisputed king of CRM, integrates seamlessly across its product ecosystem.
Salesforce's core platform, featuring Sales and Service Clouds among others, allows for extensive customization and integration.
The platform's UI, Lightning, offers a modern interface, while older instances may use the Classic UI.
Sales Cloud, launched in 1999, accelerates the sales cycle with tools for managing customer needs and opportunities.
CPQ and Billing extend Sales Cloud's functionality for complex quoting and billing processes.
Service Cloud enhances customer service with support through multiple channels.
Salesforce Data Cloud (Genie) introduces real-time data ingestion and automation for personalized experiences.
Experience Cloud enables the creation of digital experiences for various stakeholders without coding knowledge.
Industry-specific solutions tailor Salesforce's core CRM to sectors like healthcare and financial services.
Einstein AI layer enhances Salesforce products with intelligent features and automation.
Sales Enablement, inspired by Trailhead, facilitates workforce upskilling within Salesforce.
Net Zero Cloud aids in managing and reducing a company's carbon footprint.
NFT Cloud (Web 3) marks Salesforce's entry into web 3.0, enabling the creation and management of NFTs.
Salesforce's acquisitions like Slack, Tableau, and MuleSoft have been integrated into its ecosystem, enriching its offerings.
Commerce Cloud provides a comprehensive suite for creating engaging online shopping experiences.
Understanding the capabilities of each Salesforce product is crucial for recommending solutions to businesses or clients.
Transcripts
over the past 10 years the undisputing
king of CRM Salesforce has amassed an
ecosystem of products that integrate
seamlessly with one another in this
video I'm going to be taking on the
mammoth task of explaining every
Salesforce product its features benefits
and add-on products in under 15 minutes
are you ready let's go
before diving into salesforce's core
products it's important to draw an
important distinction between Salesforce
products that are part of the core
platform and those that aren't whenever
you hear anyone refer to the Salesforce
core platform they're referring to the
main platform that Salesforce is initial
and biggest products are built on
primarily Sales and Service clouds but
also many other products such as
Salesforce industry Solutions the core
sales platform looks like this and the
UI you are seeing is called lightning
however all the instances may be using
classic which looks like this and is
considered pretty in Legacy by today's
standards the core Salesforce platform
has two major advantages over some other
products firstly you can bolt on other
products such as CRM analytics or
Salesforce experience cloud with minimal
implementation in addition you also get
access to the salesers platform which is
a set of tools that allowskate
completely custom experiences for your
users and customers taking advantage of
features such as Salesforce flow and the
lightning app builder to help guide you
through this intricate world of
Salesforce products we'll use the
following infographic to help outline
the products and how they connect to one
another so first up let's get started
with the core Salesforce platform that
sits at the center of our diagram the
sales for sales cloud is one of
salesforce's Flagship products it was
first released in 1999 when the company
was founded and supports companies in
accelerating their sales cycle by
providing tools to manage customers
needs opportunities businesses and
individuals they're working with
primarily aimed at B2B businesses sales
Cloud uses features such as quoting
product management and forecasting to
provide productivity gains and reporting
oversights for managers add-on products
for sales Cloud include maps to support
territory mapping Revenue analytics
sales Cloud Einstein and sales
enablement to reach more customers to
follow on nicely from sales Cloud we
have cpq and billing cpq stands for
configure price quote and enables
customers to go beyond the standard
functionality of sales Cloud products
and quotes cpq has features such as
product and price rules that help sales
you users build out accurate quotes for
complex products just imagine trying to
quote for a custom computer build that
has different CPUs that must match with
specific motherboards and graphics cards
cpq can ensure you are building 100
accurate quote in the most efficient
manner possible billing is an add-on to
cpq that allows you to handle invoice
payments and revenue recognition once
the deal is done service cloud is
another one of salesforce's Flagship
products that sits alongside sales Cloud
to support with customer service it
helps customers get in touch via email
support live chat and phone it then
supports service Cloud users in finding
and processing a resolution to the
customer's issue add-on products include
telephony integration WhatsApp
integration and Salesforce surveys to
gather feedback from customers and also
a knowledge base to help publish help
guides if your team contains field
agents who are delivering items fixing
Machinery or installing products such as
Internet landline field service can
support in dispatching planning routes
scheduling appointments and showing all
relevant an information via a mobile
application Salesforce data Cloud
previously known as Genie was launched
at dreamforce 2022 with Salesforce
calling it one of their greatest
Innovations in the history of the
company data Cloud allows you to ingest
and store real-time data streams on a
massive scale and then automate tasks
using this data ensuring highly
personalized experiences data can be
ingested from various Salesforce data
sources including mulesoft marketing
Cloud as well as customers own
proprietary apps and data sources it can
then act on this data in real time by
automating actions through Salesforce
CRM marketing Cloud Commerce cloud and
much more including automating actions
through Salesforce flow experienced
cloud is a fantastic tool where you can
create unique digital experiences for
different types of individuals that
interact with your businesses you can
create online portals built for
customers Partners or even employees to
help them interact with your Salesforce
instance for example you can create a
self-service customer support portal
where customers can log in ask questions
to their peers submit help requests and
view comprehensive knowledge bases The
Experience cloud is primarily a low code
tool meaning you can build these
websites with no coding knowledge using
drag and drop technology Salesforce has
been building industry-specific
solutions for a few years now including
Financial Services Cloud Health cloud
and their public sector Cloud these
Solutions take salesforce's core CRM
offering and create a specialized
product more suited to specific
Industries for health Cloud think less
about accounts and contacts and more
about families and patients for
financial services Cloud think less
about opportunities and products and
more about financial Holdings and assets
as a company Salesforce is moving more
towards industry Solutions and now has
more than 15 different products Einstein
is salesforce's new AI layer and whilst
it isn't a standalone product Einstein
is baked into almost every sales Source
Cloud it contains an increasing number
of free features and some editions such
as opportunity scoring in sales cloud to
determine How likely it is that an
opportunity will close but for the most
part Einstein features a paid add-ons
that can help you solve cases faster in
service Cloud determine the appropriate
customer Journey for customers in
marketing cloud or support personalized
selling in Commerce cloud in March 2023
Salesforce announced the groundbreaking
Einstein GPT product off the back of
open AI is chat cheating too this
generative AI application will enable
Salesforce users to generate responses
to cases sales emails and even allow
technical professionals to create flows
and Apex code with a simple request
sales enablement has taken inspiration
from Trailhead and is designed to help
up skill your Workforce directly within
Salesforce it allows you to create
custom learning paths and Milestones
that ties achievements back to
Salesforce data for example sales reps
may be required to create a certain
amount of leads close a deal of a
certain size or send a number of emails
before they automatically complete a
learning path one of salesforce's most
recent products Net Zero cloud is a
carbon accounting tool that allows you
to take accountability for your
company's carbon footprint it helps you
upload and process data from business
travel fuel electricity and gas bills as
well as supply chain contributions with
out of the box dashboards you can easily
identify the major areas of emissions
Trends and where you might need to take
action at dreamforce 2022 Salesforce
also introduced The Net Zero Marketplace
a separate platform that allows you to
purchase carbon credits from vettant Ink
openers from around the world and offset
your carbon emissions work.com was
created off the back of the coronavirus
pandemic to help companies and
communities open back up safely and
perform tasks such as contact tracing
since covered restrictions have eased
Salesforce have expanded the work.com
product Suite to a focus on employee
Wellness the nft cloud on web 3 as it
has now been rebranded is salesforce's
official move into web 3.0 technology
web 3 allows you to create the platform
to create mint and sell nfts allowing
you to find new audience and deepen
relationships with existing customers
although nfts are still very much an
unproven technology in the world of
retail Salesforce have had some very
successful customer success stories with
Scotch and Soda Crown Royal and Mattel
now for many sales Source users and
Technical professionals the Celsius
platform is one of the biggest selling
points of the Salesforce ecosystem it
allows you to create powerful
customizations on the core sales
platform that enables you to tailor
Salesforce products to your business you
can build out your own tables of data
with custom objects trigger automation
with flow and build custom user
interfaces using a lightning app builder
in addition to these important tools
that most Salesforce professionals will
use you can also purchase more
specialized products to help with
specific use cases for example Heroku is
a platform as a service tool it allows
you to deploy manage and scale custom
apps that can be used directly for your
customers and Salesforce Shield is
designed for companies that want that
extra layer of security allowing further
encryption to Salesforce data event
monitoring and field audit Trails now
all the products mentioned up to this
point have been built on the core
Salesforce platform but over time sales
also have acquired various other huge
technology companies and then integrated
them into their Salesforce ecosystem of
products whilst these products often
have seamless Integrations into the core
sales platform using pre-built
connectors it's important to understand
that they sit on their own platforms and
do require some level of integration
however there are a few exceptions to
this so let's dive in the Salesforce
marketing Cloud previously exact target
was acquired in 2013 and has a powerful
Suite of tools to automate marketing
across email Mobile SMS websites and
more marketing Cloud contains various
modules that allow you to Market on
different channels and primarily has a
b2c focus let's take a look at the eight
distinct modules of marketing Cloud
sitting at the heart of marketing Cloud
you have Journey Builder this tool
allows you to build powerful Journeys
that provide customers with a
personalized experience Journey Builder
can work with many other marketing Cloud
products allowing you to interact with
customers across email mobile social and
on your website email studio is another
part of marketing Cloud that allows you
to create highly personalized email
content using scripting languages or
dynamic blocks mobile studio is designed
to focus on content creation for mobile
using this product you can craft
messages that may have been delivered
Via SMS nms and push messages marketing
Cloud advertising form of the
advertising Studio helps you reach
customers Beyond email and mobile
messages by providing a bridge to
digital advertising platforms such as
Google Instagram LinkedIn Twitter and
YouTube marketing Cloud personalization
formally interacts the studio can bring
a whole new level of personalization for
your customers by understanding
customers behaviors on your website the
program can modify messaging on your web
pages and tailor the experience with the
kind of products and services that this
individual customers interest to them
marketing Cloud intelligence formerly in
data armor unifies all of your marketing
tools so you have one sort of Truth you
can connect platforms such as Google
YouTube Instagram with clicks not code
using out-of-the-box connectors once
connected marketing Cloud intelligence
can show you Trends progress against
goals and the ROI of your marketing
efforts loyalty management allows
businesses to build loyalty programs at
scale you can create a variety of
programs including tiered memberships or
points per purchase as a newer product
loyalty management is actually built on
the core Salesforce platform finally we
reach marketing Cloud account engagement
formerly Pardo one of the more commonly
used Salesforce products marketing Cloud
account engagement is primarily a B2B
marketing solution the platform focusing
on email marketing with additional
features for landing page creation form
generation as well as need scoring and
Reporting as one of the most common
marketing Cloud products parvo has a
very tight integration with Salesforce
and actually shares some common objects
that sit on the core platform next up we
have slack which was the biggest
acquisition in Salesforce history at
27.7 billion dollars slack is a
messaging app for businesses it allows
you to message your colleagues directly
or communicate with them via dedicated
created channel was set up for a
specific purpose for example you could
use a channel for a project or for your
regional office sales Source has created
a seamless integration into slack that
means you can trigger notifications and
pass information between the two systems
easily with the amount of information
all businesses collect data must be at
the heart of any business strategy and
Salesforce offers a couple of solutions
that go beyond standard Salesforce
reports and dashboards to provide deeper
insights into your data Tableau is a
beloved business intelligence tool that
was acquired by Salesforce back in 2019.
Tableau Still Remains an off-platform
solution and is more suited for data
analysis across the business there is
also an option to have Tableau run on
premise while CRM analytics is native to
the sales platform it allows you to use
Salesforce data as well as any data from
external sources to embed analytics
within Salesforce mulesoft was a key
acquisition for Salesforce in 2018 their
platform gives you the chance to easily
connect to any systems using a myriad of
out-of-the-box connectors you mulesoft
has the any point platform which allows
you to manage your API connections run
Integrations and monitor and report all
from one cloud-based system one of the
biggest selling points of mulesoft is
the hundreds of existing connectors they
have meaning you can integrate to
mainframes Erp systems and SAS
applications using tried and tested
templated Solutions Salesforce also
recently announced mulesoft composer a
lightweight admin friendly version of
mulesoft that sits within Salesforce
equip was another important acquisition
that brought Brett Taylor to Salesforce
who previously served as quip CEO and
then co-ceo of Salesforce attorney left
in 2023. quippers like slack and Google
Docs rolled into one it provides
powerful word processing and spreadsheet
tools with collaboration in mind the
platform includes features such as quick
chat quip slides and integration with
Salesforce to bring through live data to
the dock and now we arrive at our final
destination Commerce clouds Commerce
Cloud was another huge acquisition for
Salesforce that encompasses both beta C
and B2B Technologies and as hundreds of
out-of-the-box features that allows
retailers to create amazing online
experiences for their Shoppers Commerce
cloud has all the features you'd expect
from Salesforce it's mobile ready
integrates seamlessly with service cloud
and other sales Source Products and as
Einstein AI enabled features if you're
interested in seeing some real-life
examples of Commerce Cloud check out two
of salesforce's most prominent customers
Puma and Adidas b2c Commerce is built on
a separate technology stack using
JavaScript and web Technologies whilst
B2B Commerce is native to the Salesforce
core platform to sit alongside both B2B
and BC Commerce Cloud sales Source has
developed order management this
application is built on the Salesforce
core platform and allows you to fulfill
orders using automated workflows
if you're still with me congratulations
you've just learned about every
Salesforce product available Salesforce
has a huge amount of products and it's
impossible to be an expert in every
single one however it's important to
understand the capabilities of each of
them so you can recommend them to your
business or client when it arises
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