 Hello everyone. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. So in this recording, I'm going to explain what I live streamed on day one. Unfortunately, that video is removed from YouTube. So I'm just rerecording it so that those who are following this Salesforce learning bootcamp. So they can just know like what I explained in the day one. So I discovered introduction to Salesforce, how we can set up developer all so that we can do all hands on and how we can do a lightning experience navigation. So before starting, this is me. So as you are going to learn Salesforce through this bootcamp, so you need to know with whom you are interacting. So these are the details which are related to me and at the bottom you can see all the certifications that I have done so far. Then these are some virtual learning best practices that you need to follow. So though this video is just recording all other videos will be live stream. Some are already done and some will be happening in the future. So it is six months long bootcamp. So you just need to give proper focus on live sessions, take proper notes, write down doubts and you can ask them in Q&A part of the session. Don't miss any session because most of the topics are connected. And I just created a practice sheet as well where I just give day wise questions, those you can practice. These are some scenarios through that you can learn Salesforce easily. And during practice time, if you find any doubts, so you can ask them in comment section of YouTube video and keep doing above every day so that you can build strong foundation for a successful career in Salesforce ecosystem. And please subscribe, follow and share this information with others so that they can also get benefited with this bootcamp. So let's discuss about introduction to Salesforce. So Salesforce is the world's most popular CRM system. Many companies and customers rely on this dynamic web based low cost CRM platform. It was founded in March 1999 by Mark Benioff. Salesforce unites business, businesses, marketing, sales, commerce, service and IT teams from anywhere with customer 360, one integrated CRM platform that passed entire suit of connected apps. So what does it mean? So if you have a business, so in business we have different streams like marketing, sales, commerce, service, IT, etc. So Salesforce basically provides you solution for all the streams. So Salesforce is having different clouds for solving different problems. So they have marketing cloud, they have sales cloud, they have commerce cloud, they have service cloud. So that's why they are saying like they provide customer 360 solution and that is available on one integrated CRM platform. So that's why Salesforce CRM is more popular as compared to other CRMs. Now what is CRM? So CRM basically stands for Customer Relationship Management. Broadly defined CRM is a strategy for managing a company's interactions with clients and sales prospects and ensuring the connect sustained throughout the relation. So basically through CRM, you can maintain interaction with clients and sales prospects. So you can maintain all the data related to your business with the help of this CRM. So what are Salesforce CRM benefits? So basically it helps businesses manage their customer interaction and sales processes known for customer centric approach. So all the processes those are available in Salesforce CRM, they are majorly focused on customer. Provides tools for managing customer data, tracking sales, automating, marketing, customer services tasks and analyzing business performance. Cloud-based so can be accessed from anywhere with an internet connection. It is highly customizable and can be integrated with one with other systems and applications, right? So it is important you can integrate Salesforce with other systems easily and you can import data, you can export data. So this way with one CRM you can integrate other applications as well. Then it provides industry specific solutions to help various sectors like education, healthcare, communication, nonprofit, financial services, etc. So now after having brief information about Salesforce, now let's understand what all products are available with Salesforce. So here with this diagram you can see these are the products which are owned by Salesforce, right? Now if you want to see these product details, so what you can do, you can just visit Salesforce.com and on that website you will find details of all the products. So you just need to click on products and here you will see the list of products. So for example, if you want to know about sales cloud, so just click on products, click on sales and here you will see all the details related to sales cloud. So if you want to know the features you can click here, it will give you the details about the features of sales cloud. So here all the features are listed, you can just go and open them one by one. If you want to know the pricing of sales cloud, just click on pricing. Here you can see four different editions are available, essential, professional, enterprise and unlimited. So you can just go and check the prices and you can check the features which edition will give what features. So this way you can explore it, right? So I just gave you one example of sales cloud, but if you want to explore other, so those options are also available here. Now if you want to know about Salesforce for industries, so these are various industries, those are being targeted by Salesforce, right? So if you want to know information about those, so here we have a link for industries and all industries are listed here. If you click, so you will be having more information about that particular industry, right? So this way you have to explore these options so that you know how powerful Salesforce CRM is and which specific industry Salesforce is targeting with the CRM system. Now, next is you need to know how we can set up developer org because in each and every session I will be doing some demonstrations and whatever practice exercise I will give you so that you will be implementing with this developer org. So it is very simple, you just need to go and type developer.salesforce.com and at top right corner, you will see browse trial, so just click on it. And if you scroll down, so here you will see this button sign up the Salesforce developer edition. And here you just need to fill the details. So if you fill all these details and click on this checkbox and sign me up. So you will receive an email and through that email you can just set up your password and you will be lending on Salesforce on. So after creating account as Salesforce org, so Salesforce org will be created and you will be seeing this front end which will be as application and you will see this backend which will be as setup. So by default you will end up on setup. This will like how setup will look like and if you go back so this is your front end which will be the application. So let me show you how you can navigate around. So if I go here, so right now you can see we are on setup. So this is basically known as backend where we will be doing all the implementation. Maybe it is related to configuration or customization. And if you see here, this is App Launcher. If you click here, select view all. So here all pre-existing pre-installed applications are available. So we have service, marketing, community, sales. These are four major applications which are available here. So if you right click and open it in new tab, so you will see the front end of Salesforce. Right, so in upcoming sessions like as I already told you this is a recording of day one session. So other sessions are already available in the playlist. So if you watch those sessions, so you will get to know like what all are these and how we can use this front end and back end in detail. Right, so first of all, you need to create developer edition or account through this domain developer.salesforce.com. And then you will see both backend and front end. So you can just play around. Then Salesforce provides you two versions. One is classic and one is lightning experience. So right now you are seeing lightning experience where you can see everything is divided into different components. Right, if I go to this accounts tab and open any account information. So here also see you can see things are divided into components. We have different tabs where different information will be available. But classic is having different UI. So first of all, we need to know like how we can go to classic. So you just need to click on top right corner. And here you will find this option switch to Salesforce classic. So just select this option. And this is the UI of Salesforce. Sorry Salesforce classic. Right. And here we have app launcher where all the apps are available. And if you click on any tab open any record. So this way you will see all the information on single page. So it is page centric application or page centric format. But if you switch to classic back, here is the option. So classic is basically component based. Okay, so this is the difference between classic and lightning. So you might be thinking which we need to prefer. So you will be preferring lightning experience classic is outdated and all the application that is being developed for clients. So those are being developed in lightning experience only. Then we have two types of navigation one is standard and one is console. So right now here you can see we have standard navigation in which you can just open one tab at a time. So right now I can see account information. If I go to contacts open any contact. So I can see contact information only account information is disappeared automatically. So this is basically standard navigation. You can focus on one tab at a time. But we have console navigation as well, which is known as sales console. So I'm just opening it in new tab. So in upcoming videos you will see like how we can create sales standard and console navigation as well. But here I want to show you like how it will look like. So here one contact is open. Now if I'm going to account accounts and open any account so you can see both are opened in different tabs. So when I open account so contact is not closed. It is also open and anytime I can switch between. So this is basically console navigation. Whatever record you open it will be open forever until you close that particular tab. Right. So this is the difference between standard and console navigation. So console navigation is more useful as compared to standard navigation and which one to use. It will be decided by the customer for which you are working as a consultant. Then you need to know company information and licensing. So for that you need to go to setup. And here you can search for company information where you will see org details that you will be creating. So I already told you by filling this form you will be creating an org. And after creation of org you can just go to company information and there you will find all the details. Along with licensing information which is important. So here you can see we have Salesforce licenses too. In my org I created two users. So one will be created when you will be filling this form. And another you can create manually. Right. And how to manage and create users. So after reviewing all this company information what you can do you can just search for users. And from here you will get this button new user. And here you can fill the information and your new user will be created. You just need to know like from here you will be selecting Salesforce as a license. So in my org it is not available right now because I already created two active Salesforce license user. But in your case when you will be creating new org. So you will be having additional one more license available so that you can pick from this list. And profile you can pick anyone as per your choice initially. Later on when we will be discussing about sharing and security so we will be understanding what profile is and you will get to know which to choose. Okay so this is like brief video because I am just re-recording it again I am saying because video like day one stream streaming unfortunately it is not available now. So I am just re-recording what I just explained in day one so that those who are new and they are going to follow this bootcamp from the beginning so that they know what happened in the day one. Right so most important part is to create developer edition org and then you can follow from day two because actual implementation we started from day two session. Right so this is all about day one that I explained. I hope this will make sense and if you have any doubt any questions so you can just ask in the comment section of this video I will answer. Thank you and keep following this bootcamp it is six months long and there are several sheets that I shared with folks so those sheet links will be available in the description of this video so you can go through that. Thank you.