Get to Know the Salesforce Platform

Learning Objectives

After completing this module, you’ll be able to:

  • Explain the basics of the Salesforce Platform.
  • Explain how the Salesforce Platform is unique.
  • Describe how the Salesforce Platform can help you build better experiences.
  • Identify different types of users and how they benefit from the Salesforce Platform.

Salesforce Is More than Just a CRM, It’s the Whole Enchilada

Perhaps you think that Salesforce is just a CRM. It stores your customer data, gives you processes to nurture prospective customers, and provides a way to collaborate with your team. And, yes, it does all those things. But saying that Salesforce is just a CRM is like saying a house is just a really large kitchen. There’s a lot more to it than that. Salesforce is an entire platform. It comes with a lot of standard functionality and out-of-the-box products and features that you can use to build better customer experiences faster.

What Is the Salesforce Platform and What Makes It Different?

The Salesforce Platform is the world's number one enterprise platform-as-a-service, designed to help you build stellar experiences for your customers. With a suite of low-code technology, you can tailor and extend the power of the world’s leading CRM with point-and-click configuration so it better fits your business needs.

You can build custom mobile apps faster for employees and customers. Automatically get the latest technology at your fingertips—like Einstein and IoT—so you can innovate at the highest level and go faster with prebuilt apps from the AppExchange. All on our trusted platform, so everything is trusted and secure.

Here are a few other cool features of the Salesforce Platform:

So what’s so special about building with our platform? We empower everyone to build together, faster, whether you’re a business analyst, admin, line of business professional, or developer. We provide a full spectrum of tools that make it easy to build just about anything. For instance, admins can create a simple process app with Lightning App Builder by dragging standard components. Also, developers can create custom components that the admin can use when building apps.

See what else the Salesforce Platform has to offer:

Is the Salesforce Platform Right for You?

We get it. Shopping for new technology is hard. Perhaps it’s not as overwhelming as finding the perfect commuter bike, but it’s pretty close. Few IT leaders say to themselves, “I think I need a new platform,” because, honestly, most IT portfolios are filled with plenty of platforms. All the more reason to closely consider what kind of technologies and evaluate which platforms get you an incredible bang for your tech buck.

We can tell you that you need a platform that is going to help you deliver on your day-to-day responsibilities. We know that as IT leaders, you’re at the center of the digital transformations happening in your company. And it’s your job to reinvent experiences for all employees and customers, ones that include emerging technologies such as machine learning, IoT, and mobility. But these types of smart experiences are hard to build, especially when you don’t have the manpower to do it.

That’s where Salesforce comes in. We can help you transition to the cloud and to software-as-a-service so you can do more together—and faster. How is this done? Our platform is jam-packed with apps and features, as well as the tools and customizations that let anyone build personalized experiences for their customers. Now, what can you do with such a powerful platform? That’s totally up to you! We’ve seen customers extend the power of their CRM with customizations and integrations, engage every employee with apps and communities, and transform customer experiences with apps and devices. We talk more about what you can do with our platform later in this module.

Who Uses the Salesforce Platform?

Plenty of people with different roles use the Salesforce Platform, including business analysts, admins, developers, and LOBs. Here’s how:

image of a business analyst Business Analysts

Analysts are like technical users who deeply understand the business. They’re generally noncoders who build reports and dashboards, streamline business processes, and understand most, if not all, of the features and requirements. They often sit in-between the business and IT and work to help everyone collaborate.

image of a developer Developers

Developers are your power users, system integrators, and your programmers. They’re the folks who build beautiful customer experiences and apps—in their favorite modern languages—that connect back to Salesforce. They access rich frameworks and APIs, then deploy instantly from the command line.

image of an adminAdmins

Business admins build apps with prebuilt components, adding fields, workflows, data sources and layouts with clicks, not code.

A line-of-business professionalLine-of-Business Professionals

Line-of-business professionals are hands-down your point-and-click users. If IT doesn’t have time to build them what they need, they take matters into their own hands. They customize the platform to fit their personal needs, whether it’s editing an app or automating simple processes with point and click tools in the Lightning framework so they can be more productive.

Now you understand what the Salesforce Platform is, the power it provides, and why it’s right for you and your team. But how does it fit into the bigger Salesforce picture? Let’s find out!


Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.

Keep learning for
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities