Salesforce Apex Hours for Students - Kickoff Lecture

Welcome and Introduction

• Speaker: Shaw, Global Community Speaker, Co-founder of PathToKoat.com and Salesforce Apex Hours
• Program Duration: Daily from today until August 16th
• Sessions: 11 technical sessions, aim to take participants from novice to seasoned admin/Salesforce implementation specialist

Special Thanks

• Amit Chaudhary
• Salesforce team
• Team members: Purushottam, Amit Singh, Raju, Kiran

Housekeeping

• Mute mics during the session
• Q&A: Questions can be added to the Q&A window; will be addressed in the last 10-15 minutes

Today's Agenda

1. Introduction to Cloud Computing
2. Understanding CRM (Customer Relationship Management)
3. Introduction to Salesforce
4. Creating Salesforce Orgs
5. Differences between Classic and Lightning Experience

Key Concepts

Cloud Computing

• Definition: Providing services/software over the Internet without needing local setups
• Benefits: Innovation without worrying about infrastructure, security, load balancing, etc.
• Types of Services:
  • Software as a Service (SaaS)
  • Database as a Service (DBaaS)
  • Integration as a Service (IaaS)
  • Logic as a Service (LaaS)

CRM (Customer Relationship Management)

• Definition: Managing relationships with customers
• Functions:
  • Acquiring new customers (Sales-driven)
  • Maintaining customer relationships (Support and collaboration)

Salesforce

• Definition: Cloud-based CRM software and platform
• Functions:
  • Marketing Cloud
  • Sales Cloud
  • Service Cloud
  • Commerce Cloud
• Salesforce Architecture:
  • Multi-tenant architecture
  • Shared resources among multiple tenants/customers

Creating a Salesforce Org

1. Go to: developer.salesforce.com
2. Sign Up: Fill the form and provide a username (must be unique)
3. Access: Use the email link to set a password and log in at login.salesforce.com
4. Developer Edition Org: Best for learning, free, and automatically updated with new features

User Experience: Classic vs. Lightning

• Classic: The older, legacy UI
• Lightning: Modern, responsive, mobile-friendly UI
• Switching: Easily switch between Classic and Lightning Experience

Additional Learning Resource: Trailhead

• Platform: Free, self-paced learning for Salesforce
• Trails and Modules: Platform Basics, Admin Beginner Trail, etc.
• Sign Up: Use trailhead.salesforce.com

Recommendations

• Follow-Up: Try the Admin Beginner Trail and Platform Basics module on Trailhead
• Additional Resources:
  • help.salesforce.com
  • admin.salesforce.com
  • developer.salesforce.com

Q&A Highlights

• Aura vs Lightning Web Components: Learn both, focus on LWC as it is the future
• Visualforce: Still relevant, but focus may be on newer technologies like LWC
• Sandbox: A development environment for testing before deploying to production
• Difference between Cloud and Salesforce: Cloud is a paradigm, Salesforce is a product using this paradigm

Registration for Sessions

• Next Session: Data Modeling tomorrow at 7 PM IST
• Register: Use the specific session registration link found on the program page

Closing Remarks

• Thank you for participating, see you tomorrow!