Ultimate Guide to EVERY Salesforce Product in Under 15 Minutes

Summary

This 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

00:00

🌐 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.

05:02

🤖 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.

10:03

🔗 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.

Keywords

💡Salesforce Core Platform

The Salesforce Core Platform refers to the foundational platform upon which Salesforce's initial and major products, such as Sales and Service clouds, are built. It is pivotal for understanding the ecosystem because it underpins the seamless integration of various Salesforce products and add-ons. The Core Platform is distinguished by its adaptability, allowing businesses to easily incorporate additional products like CRM analytics or Salesforce Experience Cloud with minimal implementation effort. The video script emphasizes its significance by contrasting it with non-core products, highlighting its role in creating custom experiences through tools like Salesforce Flow and Lightning App Builder.

💡Sales Cloud

Sales Cloud is one of Salesforce's flagship products, launched in 1999, which focuses on accelerating the sales cycle. It offers tools for managing customer relationships, opportunities, and interactions, particularly suited for B2B businesses. Sales Cloud integrates features like quoting, product management, and forecasting to enhance productivity and provide managerial insights. The script mentions it as a primary example of Salesforce's capabilities, showcasing its importance in driving sales efficiency and its support for add-on products for extended functionalities.

💡CPQ and Billing

CPQ (Configure, Price, Quote) and Billing are add-ons to the Sales Cloud, enabling businesses to extend beyond standard sales functionalities. CPQ helps in generating accurate quotes for complex products by applying product and price rules, illustrating the script's example of a custom computer build to highlight how CPQ ensures efficiency and accuracy in quoting. Billing complements CPQ by handling invoicing, payments, and revenue recognition post-deal, showcasing Salesforce's comprehensive approach to managing the sales cycle end-to-end.

💡Service Cloud

Service Cloud is another flagship Salesforce product designed to enhance customer service by facilitating communication through email, live chat, and phone. It aids in resolving customer issues efficiently and includes add-ons like telephony integration and knowledge bases for publishing help guides. The script positions Service Cloud alongside Sales Cloud to underscore Salesforce's commitment to covering all aspects of customer relationship management, from sales to service.

💡Salesforce Industry Solutions

Salesforce Industry Solutions refer to specialized products tailored to specific industries, such as Financial Services Cloud, Health Cloud, and Public Sector Cloud. These solutions adapt Salesforce's core CRM functionalities to meet the unique needs of different sectors, like focusing on families and patients in healthcare or financial holdings in financial services. The script highlights Salesforce's strategy of moving towards industry-specific offerings, underlining its flexibility and capacity to cater to diverse business requirements.

💡Einstein

Einstein is Salesforce's AI layer, integrated into nearly every Salesforce product to enhance capabilities through artificial intelligence. It offers features like opportunity scoring in Sales Cloud and case resolution acceleration in Service Cloud. The video script mentions Einstein GPT, a groundbreaking product that leverages generative AI for creating sales emails, case responses, and even technical code, illustrating Salesforce's innovative approach to incorporating AI across its platform.

💡Salesforce Data Cloud

Previously known as Genie, Salesforce Data Cloud is a platform for ingesting and storing real-time data streams at scale, automating tasks for personalized experiences. Highlighted as one of Salesforce's greatest innovations, Data Cloud integrates data from various sources, including proprietary apps, and utilizes it across Salesforce's ecosystem. The script emphasizes its role in enabling real-time actions and personalization, showcasing the importance of data management in the Salesforce ecosystem.

💡Experience Cloud

Experience Cloud allows the creation of unique digital experiences for different stakeholders, such as customers, partners, or employees. It supports building online portals for self-service support, highlighting Salesforce's capability to extend beyond traditional CRM functionalities to enhance digital engagement. The video script underscores Experience Cloud's low-code approach, enabling users without coding knowledge to develop web portals using drag-and-drop technology.

💡Marketing Cloud

Marketing Cloud, acquired as ExactTarget in 2013, offers a suite of tools for automating marketing across various channels like email, SMS, and social media. The script delves into its eight distinct modules, including Journey Builder and Email Studio, emphasizing Marketing Cloud's B2C focus and its comprehensive approach to digital marketing automation. This segment illustrates Salesforce's ability to provide detailed and personalized marketing journeys, enhancing customer engagement and experiences.

💡Commerce Cloud

Commerce Cloud, part of Salesforce's acquisition strategy, provides retailers with the tools to create exceptional online shopping experiences. It includes features for both B2C and B2B commerce, enabling businesses to manage online sales efficiently. The video script mentions Commerce Cloud's integration with other Salesforce products and highlights its AI-enabled features, showcasing Salesforce's commitment to supporting retailers in adapting to digital commerce trends.

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