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FY23 Intro to Salesforce Haley (1)

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Introduction to
Salesforce
Haley Gould
Chris Pilsner
Director of CRM Engagement Services
Smith College
Chief Relationship Officer
University of Massachusetts
https://trailblazer.me/id/haleygould
Today’s Agenda
• Who is Salesforce?
• What is Salesforce?
• What is Salesforce.org?
• What is the Salesforce ecosystem?
• Salesforce in action
• Resources for skilling up and
connecting to opportunities
• Get Hands-On with Trailhead
Who is Salesforce?
We Continue to Lead with Our Values
Trust
We put the health and wellbeing of our
employees and customers first, and deliver
continued access to our products
Customer Success
We are there for our customers to listen,
partner, and support
Innovation
We find ways to reimagine work and address
pressing problems facing our communities
Equality
We lead with empathy and provide support to
our extended community however we can
Creating a Better World
What is Salesforce?
Salesforce is a CRM
Salesforce is a
constituent
customer
relationship management
solution that brings companies and customers together.
It's one integrated CRM platform that gives all departments
— including marketing, sales, commerce, and service — a
single, shared view of every customer.
Customer Revolution: We Are All Connected
Connected Apps
& Products
Voice
Artificial
Intelligence
Community
The Connected
Customer
Blockchain
Trust
The brands you know, powered by Salesforce
Luxury &
Specialty
Department
Stores
Mass
Merchants
Food & Drug
Restaurants
E-Retailers
We Help Companies Make Connected Experiences
Salesforce Customer 360
Trusted Smart Flexible Sustainable
What is the Salesforce
Ecosystem?
The Salesforce Economy
AMERICAS
Global Jobs
Jobs: 1.6M
Revenue: $634B
1
6
7 8
9
2
5
WESTERN EUROPE
4.2M
Jobs: 492K
Revenue: $242B
11
New Salesforce
economy jobs by 2025
3
12
Global
Economic Impact
13
4
REST OF WORLD
ASIA PACIFIC
Jobs: 1.3M
Revenue: $98B
Jobs: 799K
Revenue: $208B
1
Canada
Jobs: 33K
Revenue: $20B
3
Mexico
Jobs: 223K
Revenue: $38B
5
2
United States
Jobs: 869K
Revenue: $514B
4
Brazil
Jobs: 491K
Revenue: $62B
6
Spain
Jobs: 49K
Revenue: $17B
United Kingdom
Jobs: 144K
Revenue: $71B
$1.2T
10
7
Netherlands
Jobs: 35K
Revenue: $23B
9
France
Jobs: 154K
Revenue: $79B
11
13 Singapore
Japan
Jobs: 200K
Jobs: 9K
Revenue: $110B Revenue: $6B
8
Germany
Jobs: 62K
Revenue: $30B
10
Australia
Jobs: 42K
Revenue: $26B
12
India
Jobs: 548K
Revenue: $67B
Source: IDC white paper sponsored by Salesforce, The Salesforce Economic Impact: 4.2 Million New Jobs, $1.2 Trillion of
New Business Revenues from 2019 to 2024, October 2019. The statements are based on the data from 2019 through 2024.
New business revenue
by 2025
The demand extend across multiple career paths….
trailhead.salesforce.com/career-path
Astro
Faithful, happy, curious,
adventurous, inspiring, joyful,
caring, versatile.
You might be an Astro if…
●
You ask lots of
questions.
●
Try to make learning
or chores fun.
●
You are a Social
butterfly!
Brandy
●
Adaptable, bold,
adventurous,
approachable,
dependable.
Einstein
●
Smart, nimble,
innovative,
knowledgeable,
forward-thinking
You might be a Brandy if…
You might be an Einstein if…
●
You like to inspire
●
You are passionate
others.
about data.
●
You carefully curate
●
You constantly
your digital life.
imagine alternative
●
Always have new ideas
scenarios.
Codey
●
Playful, charming,
outgoing, bold,
fearless,
unexpected
You might be a Codey if…
●
You like to
make/build things
from scratch.
●
You are the kind of
person to dive in
and get things
done.
Ruth
●
Responsible,
universal,
technical,
humble
You might be a ruth if…
●
You can see the full
picture and details in
equal parts.
●
You like to play
strategy or
engine-building
board games like
Catan!
Pace of Innovation Challenges Workers to Keep Up
The skills gap keeps growing
120M
Workers will
require reskilling by 2022
Footnote
Salesforce in action
The customer experience
Commerce Cloud
Marketing Cloud
Service Cloud
Community Cloud
Sales Cloud
Einstein
Customers start online or in-person
Commerce Cloud
Marketing keeps customers coming back
Marketing Cloud
Employees can see and manage orders.
Service Cloud
If Something goes wrong,customers need support
Service Cloud
Let the community support you.
Community Cloud
One more example…selling to shoe stores.
Sales Cloud
How Can I Learn
Salesforce?
The Way We Learn Has Changed
Online & Mobile
Optimized to learn anywhere
Gamified
Interactive design
Bite-Sized
Learning content
Learner-First
Focused on experience
Personalized
For roles and levels
Trailhead
Empowering everyone to skill-up for the future
Learn In-Demand Skills
Business, tech, and soft skills
On-demand and in-classroom
Earn Resume-Worthy Credentials
Skill-based badges
Role-based credentials
Connect to Opportunity
Mentorship to employment
Trailblazer Community
3.9M+
learners have
skilled up on
Trailhead
Get Hands-on and Validate Your Skills
The Secret sauce of Trailhead
Trailhead Playground
Put your skills to the test with access to
free technology
Learn by Doing
Use the Trailhead Playground for
hands-on challenges to learn new
features and test customizations
Earn Superbadges
Capstone projects that put your skills to
the test in real-world scenarios
Real-World
Experience
Trailblazer.me
Showcase your expertise on your reinvented resume
Unified Profile
Single view of your expertise and
experience across Trailhead, Trailblazer
Community, AppExchange and more
Skills Graph
Personalized graph that showcases all of a
Trailblazer’s abilities that badges represent
Vanity URL
Custom short URL that links back to your
Trailblazer.me profile and can be shared
with future employers
Trailblazer Ranks
Motivate learners to aspire higher!
100 Badges
50 Badges
35,000
Points
25 Badges
10 Badges
9000
Points
5 Badges
1 Badges
0 Badges
0 Points
200
Points
3000
Points
18,000
Points
50,000
Points
Find What You’re Looking For - Use Filters, Tags &
Search
By Role
Are you an Admin, Business User
or Developer?
By Level
Are you a Beginner, Intermediate
or Advanced?
By Product or Tags
Further refine your search by a
specific product or tag such as
Integration or Security
Learn From Experts & On The Go
Trailhead GO
Learn in-demand skills and earn
resume-worthy credentials on the go with
the exclusive iOS mobile app
Trailhead Live
Reinvented classroom experience with
live-streamed expert-led classes on
today’s most in-demand skills
Choose Your Own Community Adventure
trailblazer.salesforce.com/about
Learn
Answers
Collaboration Groups
Salesforce MVPs
Connect
Community Groups
Community Conferences
Student Programs
Have Fun
Salesforce Ohana
E Komo Mai
Give Back
Mentorship
BAM
Trailblazer Community Groups
Learn Salesforce with peers, build your network, and find mentors
1000+ 85+
Community Groups
Countries
1,500+
300+
Community Group Leaders Meetings per month
TrailblazerCommunityGroups.com
Zac Otero
Salesforce Admin
Trailblazer Connect
Connecting to opportunity from mentorship to employment
Career Fairs & Events
Mentoring
sfdc.co/tbconnect
Trailhead for Partners
Our Recommended Badges
Our Picks for Undergrads
Trailhead Basics
~15 mins
Accounts & Contacts for Lightning Experience
~30 mins
Create Reports and Dashboards for Sales & Marketing Managers
~90 mins
Build a Cat Rescue App that Recognizes Cat Breeds
~65 mins
Blockchain Basics
~55 mins
Our Picks for MBA Programs
Inclusive Leadership Practices
~35 mins
Empathetic Leadership
~40 mins
Artificial Intelligence for Business
~30 mins
Responsible Creation of Artificial Intelligence
~45 mins
Manage the Salesforce Way
~12 hours 40 mins
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