Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

Arrow left icon
Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
Arrow right icon
Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Overview of the Salesforce CRM

In ancient ages, people used papyrus and wood to maintain their customer information, and eventually, this changed to slate. In the seventeenth and eighteenth centuries, kings used to take help from clerks (also known as Munim); these clerks were responsible for maintaining all the customer information on behalf of the king. From time to time, the clerks used to show this account information to the king. The problem with this system was that it was not secured; the clerk could easily manipulate the data for his benefit, and this may have caused losses to the king's business.

Overview of the Salesforce CRM

"Necessity is the mother of invention" – Plato

As the time passed, computers were invented, so people used them to save the customer information. In the late nineteenth century, the client-server model came into the picture, which introduced a centralized way of keeping record of the customer information.

Client-server architecture

In a client-server architecture, the end user acts as a client to the service provider; the service provider has its own centralized system known as the server. Once the user connects to the server, they get full rights to access their data. A few examples of CRM software based on the client-server model are Siebel, Oracle RightNow, and SugarCRM. The following is a client-server architecture diagram that describes this concept:

Client-server architecture

Pros and cons of the client-server architecture

The following table describes the pros and cons of the client-server architecture:

Pros

Cons

The data is centralized once the user connects to the server, which means that he or she gets access to the relative data.

The user does not have access to the data on their system when he or she is not connected to the server.

Any number of users can connect to the server.

Due to the high volume of requests, the server may stop responding or can go down.

Data is stored in company premises or company data center.

If a technical fault occurs at the data center, then the customers will not be able to access the system.

 

This architecture needs technical staff to maintain and upgrade the server.

 

This architecture requires a dedicated high-speed server and a client's system with high-end graphics and the required software.

There were certain problems with the maintenance and upgrading of the client-server model. So, in the twenty-first century, cloud computing came into the picture.

Cloud computing is the new concept in the computing era, in which customers don't have to worry about server maintenance, upgradation, and scalability. We can say that this is a subscription-based model where we can buy the number of licenses as required and start using the application. A few big names in cloud computing are Amazon, Google, IBM, Microsoft, and Salesforce.com.

Pros and cons of the client-server architecture

As per the preceding diagram, we see that we can connect with a large number of devices (mobiles, tablets, and workstations) via the same server. Customers only need a browser and an Internet connection to use their applications.

Advantages of cloud computing

The following are the advantages of cloud computing:

  • No large startup fee
  • It's a subscription-based model
  • No buying, maintaining, and configuring hardware and software
  • We can scale up with the growth of our business
  • It's more secure and reliable than the client-server model
  • We can access it from anywhere, anytime, and via any device; we just need an Internet connection
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image