A salesforce project explanation



How to use Salesforce for project management?

How to use Salesforce for Project Management tasks. Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your Salesforce solution, you can track project milestones and streamline project team …

What is Salesforce Premier success plan?

With the Premier success plan, the user will get:

  • 24×7 phone support
  • Developer support
  • Expert coaching sessions

How do I create a Salesforce account?

  • To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
  • To see more information about a template, select it.
  • Select the template that you want to use.
  • Read the template description and key features, and click Get Started.
  • Enter a community name.

What does a Salesforce project manager do?

What does a Salesforce Project Manager do? Project managers are responsible for planning and overseeing projects to ensure they are completed in a timely fashion and within budget. Project managers plan and designate project resources, prepare budgets, monitor progress, and keep stakeholders informed the entire way.


What is a Salesforce project?

Salesforce is a powerful Customer Relationship Management (CRM) tool, enabling companies to connect with their clients through cloud-based software. Here, you can have a complete overview of your business performance in operations, finance, sales, marketing, and more.

How do I explain my project in interview?

The various steps to explain a project are,Project Introduction: … Modules description: … Advantages and the main functionality of your application: … Tools, Technologies, and Platform used: … Personal contribution and your role in the project: … Challenges in the project: … The number of people in the project:More items…

How do I create a project in Salesforce?

38:0946:51Creating Sample Project Management App in Salesforce | by Jeet SinghYouTubeStart of suggested clipEnd of suggested clipOkay now I want to create a project let’s go to a we’ll go to the project’s tab and create a projectMoreOkay now I want to create a project let’s go to a we’ll go to the project’s tab and create a project. Click on new.

What are the challenges you faced in your project Salesforce?

Most Common Challenges in Salesforce IntegrationData Mapping. … Duplicate Records. … Auto-ID Creation. … Data Migration. … Defining the Scope Precisely. … Promoting Bad Data. … Misinterpreting Real-Time Integration. … Data Rate Limits.More items…•

How would you describe a project in Salesforce interview?

In a Salesforce interview, choose the project that took pride in developing and explain with confidence. Start with the problem statement and explain the process of how you developed the solution. Also, explain some of the obstacles you faced and how you solved them.

How do you describe a project?

The description should focus on goals, objectives, and the overall approach, but you don’t need to include lists of tasks, an extensive background, or research analysis. In general, the project description is broad; you’ll include more detail in the project plan.

How do I run a project in Salesforce?

Open the VS Code editor and from the Command Palette, run SFDX: Create Project with Manifest. Run SFDX: Authorize an Org and select a login URL, for example Production. After you provide an org alias, a browser window opens. Allow access, log in to your org, and then return to the VS Code window.

What can you use Salesforce for?

Top 10 Things That You Can Do With the Salesforce CRM PlatformCreate Marketing websites. … Increase win rates with Social Competitive Intelligence. … Understand your business better with Forecasting. … Replace legacy applications and consolidate your IT landscape. … Bring your company with you wherever you are.More items…•

Can Salesforce be used for project management?

Salesforce is a comprehensive and powerful system, but it isn’t the only CRM solution on the market that also supports project management features. Use our Product Selection Tool to request a free shortlist of the best CRM software for your specific needs.

What problems does Salesforce solve?

Salesforce helps break down technology silos in your organisation between departments so no matter where they are, employees in marketing, sales, commerce, service, and IT share a single customer view. This enables a deeper understanding of customers on one customer relationship management (CRM) platform.

What are the advantages and disadvantages of Salesforce?

Salesforce Pros and ConsCustomization. Advantages. … Cloud-Based Functionality. Advantages. … Salesforce Technical and Training Support. Advantages. … Overall Cost and Pricing. Advantages. … Many Products for Many Organizational Needs. Advantages.

What challenges you faced in your project interview questions and answers?

How to answer “What is the biggest challenge you’ve faced in work?”Consider previous challenges you’ve faced. … Tailor your answer to the job description. … Be specific about why they were challenges. … Be honest. … Make sure your answers present you in a positive light. … Use nonprofessional examples if necessary.

How would you describe a project you worked on?

Be specific and concise Whether or not you use the STAR method for your answer, it’s important to be specific and concise when describing the best project you’ve ever worked on. Try to provide specific details about your skills or actions while briefly discussing the premise of the project.

How do I describe my project in a resume?

Projects can be listed on a resume below a job description as accomplishments. You can also list them in a separate section titled Projects, Personal Projects, and Academic Projects. Academic projects can be included in the education resume section. You can also create a project-oriented resume.

How do you start a project interview question?

Here’s how to put the method into action: Situation: Start by describing the facts of the situation and why it happened—in this case, what had gone wrong. Task: Go on to describe what task you were expected to do to solve the situation. Action: Next, explain what you did, and how you did it.

What is your contribution to the project best answer?

The best way to answer questions about your contributions to the company is to give examples of what you have accomplished in the past, and to relate them to what you can achieve in the future. First of all, be sure to have researched the company prior to the interview, so you are familiar with the company’s mission.

What is Salesforce CRM?

What is Salesforce? Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. Salesforce is the world’s #1 customer relationship management (CRM) platform.

How to contact Salesforce?

Contact a salesforce.com Support or Sales Representative. Contact us. Call us at 1-800-667-6389, click on chat in the lower right, or let us call you back. Request a call. Contact a salesforce.com Support or Sales Representative. Demo: CRM Introduction. See it in action.

Step 1: Project Kick-off

A kickoff meeting is a presentation to anyone who might have an influence on the project. This is so that each individual feels they are an integral part of the salesforce growth from the beginning. One of the biggest reasons for project failure happens when people do not feel included in the project.

Step 2: Discovery Session

This phase marks the moment when our team is with each business function to listen to all their needs.

Step 3: Document

After all the Discovery, it’s essential to document everything. Documenting means listing all the inputs from the sessions (Discovery / Flow Design Notes / Data Definition / Integrations) and produce a formal document with all the needs and the corresponding solutions.

Step 4: Approval

Have an approval session with the consulting team and the project team. Present back the needs that have already been raised in the Discovery sessions, and offer a clear explanation of what is going to be developed and what the goals and objectives are.

Step 5: Build

This is the fun part! Once the documentation is approved, it’s then time to start shaping Salesforce!

Step 6: Get Feedback

Given that we are always working under an agile methodology, it is very important to have intermediate sessions. In these hands-on sessions, we let users play around with our Salesforce (in a sandbox environment).

Step 7: Deployment and Training

Now, we are ready to deploy to production, and start training the different teams.

Lease Management System SalesForce Project

This application applicable for Multi Store bulding management those who wants to lease out units in their buildings to different Tenants. The main aim of developing this Lease Management System SalesForce Project is to manage their business using Salesforce software.


This is an attempt to create a project “Mileage application ” through which will show all the working of mileage calculation will be automated. This project can make the date of mileage report easier and faster.


Without calculation of the mileage we do not know how much we have traveled and the date of traveling, everything can be stored in this application.


The main aim of this project is to design the application using Cloud computing applications branch out well beyond CRM. Salesforce.com customers are building more apps, and building better apps.

Features of our Project

1)Our Mileage application Salesforce project is more user friendly and can be used easily for maintains the stock details.
2)Our project keeps track of all the elements of a particular mileage details, date of traveling, contacts and so on.

Existing System

In the existing systems we need to maintain the data base for that we need to buy the space offered by the companies.

Proposed Systems

In the proposed system design the application using Cloud computing applications branch out well beyond CRM.


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