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What is salesforce?

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What is Salesforce?

Salesforce Inc. is a global cloud computing company headquartered in San Francisco, California. Though best known for its customer relationship management (CRM) product, Salesforce has also expanded into commercial applications of social networking through acquisition.

Service in Salesforce's customer relationship management (CRM) service is broken down into several broad categories:

1)Sales Cloud
2)Service Cloud
3)Data Cloud
4)Collaboration Cloud and
5)Custom Cloud

Advantages for Salesforce

1)Strong market leadership.
2)Industry leading help and online training support.
3)Simple user interface that is well received by users new to online systems.
4)Multiple industry specific or vertical market solutions – although somewhat light in terms of deep functionality.

Disadvantage for Salesforce

1)Overly simple user interface that is quickly outgrown by experienced users.
2)Marketing management functionality is extremely limited.
3)Dashboards may not reflect the application security for specific users without significant administration effort.
4)No Service Level Agreement provided in standard contract.
5)Data center reliability has been questioned and several major interruptions in service have been widely publicized.

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posted Feb 3, 2015 by anonymous

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Cloud computing technologies have had a big surge in popularity in recent years, wherein one such technology that has left its mark of impact in the computing landscape is Salesforce. Founded by March Benioff, has gone on to become one of the most widely used Customer Relationship Management (CRM) tool and the numbers are slated to go only high, in the near future.

A CRM tool primarily aims at sustaining the relationship between an organization and its customers, once the product is delivered to the latter. Moreover, with the cloud storage system, Salesforce has reduced the burden and cost of maintaining physical server storage. The best thing about the cloud-based storage is the organization doesn't need to invest on development cost. For Salesforce, nothing surpasses the importance of customer experience. The platform goes above and beyond to continually evaluate the testing and quality measures.

Benefits the Salesforce users can have:

· Helps in maintaining long term customer relationship

· Increases the productivity of the users in the development platform

· No more investment on additional software

· Salesforce administrator is able to create internal users within the platform

As per the report from SalesInside website, in the year 2017, there was an increase in the users of Salesforce products. In numbers, more than 150,000 Salesforce customers are available globally, which is a good growth. This growing number also indicates the importance of Salesforce beginner user guide to get equipped with modern features in cloud based service.

Let us now dig into the world of testing, through this informative and in-depth Salesforce testing beginner’s guide:

The Need for Testing

In this digital age, the need and purpose of testing involve many layers of usage. Primarily, testing is used to assure whether the code and configuration is functioning to the best of its abilities. This is performed to ensure that the digital platform meets the pre-set requirements mentioned by the client, so that the software completely goes in line with the customer’s requirement post-testing.

Understanding the Basics of Salesforce Testing

Salesforce testing revolves around the usage of complex testing methodologies and techniques, as a majority of the features are inherently built-in and customizable. When an issue is detected, it is imperative for the tester to make sure that the customized code is tested rather than the built-in functionality of Salesforce. The rewarding experience of Salesforce testing process covers both manual and automated software testing.

· Manual Testing – Testing Salesforce Application through a methodical manner by a professional.

· Automated Testing – Tests functional aspects like load and security testing by a computer program.

Built on a platform development language, APEX offers developers with built-in unit test cases to test their own set of codes. A standard requirement for a Salesforce developer stands at achieving 75% code coverage with the unit test cases.

Decoding the Salesforce Testing Process

The process involved in Salesforce testing is almost as similar as that of testing a web-based application. The line of distinction comes under the shoulders of a tester, who needs to have a clear and accurate perspective of the customizable features that are being built to solely focus on the same.

The Salesforce application testing requires a production environment called SandBox, which is used by both the developers and testers to meet their testing needs and purpose. As the code gets positioned and approved for release by Sandbox it is subsequently moved into the production phase.

Breaking Down the Role of a Tester

It is no secret that proper testing can radically curb down a lot of maintenance problems or errors, making the role of a tester critically valuable. Following is the core team that constitutes a typical Salesforce delivery cycle:

· Quality Analysts/ Testers

· Administrators

· Business Analysts

· Developers

· Project Managers

Almost similar to a full-fledged engineer, a Salesforce tester boasts the distinctive ability to perform black and white box testing, and is commonly known as Quality Engineers (QE instead of Quality Assurance (QA) because of which. They are typically certified as either Administrators or Developers.

The role of a tester involves designing, maintaining, writing, and especially, building complex testing frameworks. Their role also stretches to setting up test environment from its beginning. They play a vital role in ensuring that the codes developed are released, and in the face of any imminent or existing issues, testers offer valuable suggestions and solutions to tackle the same.


Responsibilities and Needs of a Salesforce Tester

· Bridging a clear-cut communication with the Development team to gain an insight of the customizable features that are being built on Salesforce.

· Salesforce Tester functions range across a wide-pool of services like Manual Testing, Automated Testing, Security Testing, Unit Testing, Load Testing, Functional Testing, and Deployment Testing.

· In manual testing, testers need to have the requisite patience and zeal to test the application with a methodical approach.

· In automated testing, testers with an experience in AssureClick, Selenium, etc., play a critical role.

· Making sure that the code coverage percentage does not drop below the 75% mark as per the Salesforce standards.

· Testers are often needed to work on the Salesforce app and gain rich understanding of its functionality to create function maps and then utilize the same to execute the test cases.



Testing is no longer a choice; it ensures smooth operability and eradicates issues in minimal time. With Salesforce gaining more and more attention, the role of a tester will reform and attain more significance.


What is Hipergate ?

Hipergate is a web based application suite for CRM. The purpose of the suite is to cover a wide range of functional needs at any given organization. hipergate is multi-tenant and can be used for a single company, for a company group or as Software as a Service.

  •  Is 100% Free Software.
  •  It is the only Java based Open Source CRM with such a wide functional coverage.
  •  Runs on all common databases and operating systems.
  • It is suitable for SaaS.
  • Has support for multiple languages.
  • Proffesional services and support are available.
  • Is well documented.

Main Features

  1. Customer Management
  2. Workgroup Tools
  3. Projects and Incidents Management
  4. Marketing campaigns
  5. e-Mail Marketing
  6. Virtual Shop
  7. Virtual Disk
  8. Training Management

 Video for How to use Hipergate





What is CRM?

Customer relationship management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

CRM systems are designed to compile information on customers across different channels -- or points of contact between the customer and the company -- which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.

CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

For sales managers, CRM cloud apps provide real-time visibility into their team’s activities so they can forecast sales with confidence. For sales reps, CRM cloud apps make it easy to manage customer information so reps spend less time handling data and more time with customers.

Video for What is CRM?


What is CRM?

Customer relationship management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.

What is ZOHO CRM?

Zoho CRM is a Software as a Service (SaaS) solution that delivers complete CRM functionality at a fraction of the price of other offerings. With Zoho CRM you can manage all your Sales, Marketing, Customer Support & Service, Inventory Management and Email within in a single business system.

More About CRM

Customer refers to an entity that acquires or consumes goods or services from a desired firm (through the process of purchasing or renting) for a mutually decided price and has the ability to choose between different products and suppliers. In this sense a customer is also known as client, buyer, purchaser or user of the products/services delivered or provided by a firm or organization also called the supplier, seller or the service provider.

Relationship in business refers to a state involving mutual dealings between people or parties. It involves interactions with customers or prospects to better understand their requirements and to build an expectation through different channels of communication. The more one interacts, the more chances of building a strong business relationship on the grounds of proper understanding of customers.

Management refers to managing of customer interactions. This does not merely mean customer support but in its true sense aims at mobilizing the entire organization towards management of all interactions with the customers, thus involving a customer-centric thinking and acting.

Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in a better way. Zoho CRM software helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Some of the CRM Modules:
1)Sales Force Automation
2)Marketing Automation
3)Customer Support
4)Inventory Management
5)Data Analytics

Getting Started With ZOHO CRM