Salesforce Organization – What it is and How it Works?

In this article, we will look at what Salesforce organization is all about, how they work, and how you can use them to your advantage.

Salesforce is an organizational software program that offers its customers a multitude of services, including CRM (customer relationship management), sales, marketing, and service applications and tools.

Each service comes in an easy-to-use package and helps organizations get the most out of their software, so they can better serve the needs of their customers and prospects.

Salesforce’s organization model was created to make it easy to do just that.

What is Salesforce Organization?

An Organization in Salesforce Is Actually a Virtual Space Provided to One Individual Customer,  Separate from All Other Organizations.

Each Organization Has Its Own Data and Applications, It Can Be Compared to a Folder on Your Computer.

When You Log into Salesforce, You Are Logged Into Your Personal Org, This Is Where You Create Objects (Data), Add Users (Users) and Set Permissions (Security).

If You Have Multiple Customers, Then There Will Be Multiple Orgs on Your Instance of Salesforce And You Will Have an Administrator Role for Each Org.

The Administrator Role Has Full Control Over That Org, Including Creating New Users and Adding New Apps.

The Administrator Role Can Also See Any Data That Is Created or Modified by Anyone in Their Org.

In Order To See Data From Another Org, You Must Be Added as a User of That Org By Someone with Admin Rights in that Org, Only an Administrator can add users to their org.

What are Orgs?

Organizations (or Orgs) are independent entities within your org that have their own data and can be seen as individual customer organizations.

They can also be referred to as organizations or user groups. By default, organizations in your Salesforce instance include yourself, called an Enterprise Organization, plus a development sandbox organization where you can safely try out new features before they’re released to other users.

You can create additional organizations if needed. For example, if you want to create a separate organization for each of your clients or business units.

Organizations allow for greater flexibility in how you share data with others inside and outside your organization because only members with access rights can see specific records.

Types of org

Organizations generally fall into two broad categories: production groups and development groups.

Production Instance

A production instance is an organization that you use to run your business. It’s where your data lives, where you create applications, and where you sell products.

A production instance is always associated with a single organization, but you can create multiple organizations within a single instance.

For example, you might have an organization for sales and another for marketing within your production instance.

Development Instance

A development instance is a copy of a production instance that is used for testing or training purposes.

The development instance is a sandbox environment in which you can experiment with new features or applications without impacting your live data.

All developers have access to one free development instance; additional development instances must be purchased.

You may also want to consider creating separate organizations for specific projects, such as launching a new product line.

This way, if things go wrong with a particular project, it won’t affect other areas of your business.

Advantages of Orgs

Salesforce organizations have a few major features that help an organization effectively use its customer relationship management system.

It is important to take full advantage of these features since they are not only beneficial to organizations but are required for further developing customer relationships in your business.

The primary Advantage of Salesforce organizations is that they provide a way to organize your contacts by department.

This allows you to utilize information about your clients in ways that make sense for your business, as opposed to having all contact information randomly arranged.

You can easily create reports based on specific departments, allowing you to focus on specific targets and clients.

Additionally, Salesforce applications are easier to manage when organized into different orgs since you can assign different members of your team access rights.

Key Functionalities of Salesforce Organizations

Security and Privacy

Organization administrators can control who has access to which data and applications, keeping critical information secure.

Data Control

Administrators can update organization charts quickly to keep users on top of shifts in roles, responsibilities, and hierarchies within an organization.

Easy Access

With Lightning Experience and Salesforce1 Mobile App, users have quick access to all their data whenever they need it.

Business Process Automation

Customize your business processes with workflow rules and approval chains that take care of routine tasks automatically.

Marketing Automation

Organizations are designed to enhance personalization and streamline marketing processes. Marketing organizations are built on an existing customer relationship management (CRM) system and help you nurture leads into customers.

Among other things, organizations allow users to more easily personalize campaigns based on individual preferences; target specific groups; set up a landing page for incoming customers, and tailor content.

Organizations also let companies track customer activity across all channels from social media to email and even provide access to data that’s not in your CRM.

For example, organizations can pull in information from your website or Facebook page so it’s all in one place.

Organizations also make it easier for salespeople and marketers to collaborate, which is key when working with multiple departments or companies within a single organization.

Account Management

Organizations are one level deeper than accounts. An organization consists of one or more accounts and is a way to better organize multiple customers that use Salesforce.

With an organization, you can customize your user settings, profile fields, navigation menus, and org-wide settings so that each account within your organization has a unique experience in Salesforce.

This makes it easier for you to administer your sales teams and keep track of what’s happening with multiple clients all at once.

Resource Planning

Organizations are all about resource planning, You can think of resource planning as a tool for managing and optimizing your business processes from lead generation, to customer retention, and more.

Resource planning essentially provides you with two tools for achieving your goals: reporting and workflows.

If you’re not sure how these tools will help you achieve your goals, let’s take a look at each tool individually, Reporting Do you want to see a complete picture of your organization?

Service Cloud

A Service Cloud organization is made up of your customer’s service assets case and contract records, assets, contacts, leads, etc, You can access this data from all over.

One of my favorite things about Service Cloud organizations is that they allow you to view your customer’s data using Chatter (the social network for companies using any element of Salesforce), which lets you work on your customers’ data while they work on their own.

Benefits of Salesforce Organizations

There are so many reasons to use Salesforce organizations, from increased employee satisfaction to higher sales revenue, but let’s go over just three of the biggest benefits that organizations bring to your business.

One of the greatest benefits of Salesforce organizations is that they can help you increase employee satisfaction in your company.

With all the apps, dashboards, and reports that come along with your Salesforce organization, you will be able to improve the way your company operates and make the lives of employees easier so they have more time and energy to dedicate to sales and other aspects of their jobs.

The best way to think of a Salesforce organization is as an umbrella above your data, apps, and users.

When you install Salesforce the data, apps, and users are placed into an organization and are separate from all other organizations on the platform.

Your first organization will be named Org1 by default, but you can rename it after installation if you choose to do so.

Related Article: Salesforce Workbench: A Comprehensive Guide

FAQ on Salesforce Organizations

Can I Have Multiple Organizations Within My Account?

Yes, you can have multiple organizations in your customer account. However, only one organization can be a Primary org; any additional organizations within your account are known as Additional orgs.

Salesforce recommends having only one Primary org per customer account to avoid confusion, but there’s no limit on how many Additional orgs you can have.

This allows each customer to have unique access control rules, custom branding options and deployment structures based on their specific business needs.

Can I Delete Orgs?

Yes, you can delete organizations. If an organization is only used by a single user or group of users, Salesforce recommends deleting these organizations. When you delete an organization, all its related objects are also deleted.

Do I Need Multiple Orgs?

One of your first questions as you consider creating an org maybe, Do I need a new one? The answer depends on your business needs.

Multiple orgs make sense for many reasons, including different business units in a company or functional areas like sales, marketing, and finance.

If there are core functions common to all areas of your business, for example, accounts receivable you can consolidate them into a shared services org.

When Should I Use Orgs?

Orgs are groups of users within a single organization. If you’re part of an enterprise that uses many different Salesforce organizations, they’ll all live in one account but still function as individual entities.

These could be departments or branches of your business, each with its own manager who can manage its employees or members independently.

Orgs aren’t restricted to singular departments if you have ten different departments for your business, you can create ten different orgs that live under one parent company.

Conclusion

An organization in Salesforce is a major data object that holds all of the data, permissions, and processes of your business.

Each organization is associated with an administrator and one or more users that can create and edit records, such as accounts, contacts, and opportunities.

Even if you’re new to Salesforce, you probably already know the basics of working with organizations.

But are you familiar with all the features available to you when working with organizations? If not, it’s time to get educated.

Related Article: Salesforce Trailhead – A New Way to Learn Salesforce