Looking for a technical overview on Salesforce

Genentech HelloKitty
May 29, 2018 10 Comments

I am inheriting a mess of spreadsheets that are being used for demand, forecasting etc. I want to move them to a database, like mysql. My company already deploys Salesforce, which is one of the data sources for the spreadsheets. So one person suggested moving to Salesforce instead. I am hoping to get a technical overview from a knowledgeable person on how to get started with the design/planning and feasibility of the project. Please PM me if you are willing to help.

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TOP 10 Comments
  • Salesforce U236
    Should go to trailhead.salesforce.com if you want to learn salesforce. Not sure how to provide guidance without learning more about the data and the use case
    May 30, 2018 4
    • Genentech HelloKitty
      OP
      Yes, that is why I asked for PM. Not easy to explain complex use cases over text.
      May 30, 2018
    • Salesforce U236
      I would recommend reaching out to your saleforce account team for support as they probably have a lot more context on your existing saleforce instance(s) vs a stranger on blind and will be able to provide the best guidance and bring the right technical resources for your use case
      May 30, 2018
    • Genentech HelloKitty
      OP
      Thanks.
      May 30, 2018
    • Salesforce LolForce
      Trailhead is a great resource. You should try the admin and developer trails. The salesforce community is a great resource too. https://success.salesforce.com people are really friendly there. Good luck.
      May 30, 2018
  • Microsoft / Eng roj
    TC?
    May 29, 2018 2
    • Genentech HelloKitty
      OP
      I'm a contractor, I'm in a different league ;-)
      May 29, 2018
    • TuneIn Spelmanson
      Hourly rate then (HR)?
      May 29, 2018
  • Microsoft / Eng roj
    What tools are available to you by your company to do the job? It can be done in many different ways. One of the ways would be https://docs.microsoft.com/en-us/sql/integration-services/load-data-to-from-excel-with-ssis?view=sql-server-2017
    May 29, 2018 1
    • Genentech HelloKitty
      OP
      Basically, I want to create my own tables in existing deployment of Salesforce, so my users can enter their data into my Salesforce tables, instead of spreadsheets. My users already use the company deployment of Salesforce for their daily work flow.
      May 30, 2018