Salesforce User Basics - Module
Visualize data quickly right from a list view by adding..
A List View chart
When converting a lead, the following three records are created:
Account Contact Opportunity
Contacts and Accounts show you at-a-glance insights, including:
Activity timeline Twitter integration Hover capabilities
Objects
Like tables in a spreadsheet Tables in database storing particular information Can be standard or custom
Profile Page
Manage who can see what with user profiles Create custom profiles through cloning
Using the Switcher, you can...
Move between Lightning and Classic on demand
Examples of available apps:
Payroll Travel Approval Integrations with Evernote and Mail Chimp
Kanban View
Powers up activities with following functionality: -Drag and drop records as you work -Opportunity alerts -Choose how to group and summarize records -Slice and dice data with filters
Best User Cases for the Platform
Processes with high impact and low effort Heavy email collaboration Reliance on spreadsheets Shared local documents Time-intensive, repetitive manual steps Impact on only a few departments
App
Set of objects, fields, and functionality that supports a business process
Salesforce Administrators
Trusted advisors, help find best way to optimize SF Design automated process to help work faster/smarter Help you adopt new features Design and deliver training
Programmatic Development
Use Lightning components, Apex code, and Visualforce pages to code within Salesforce
Using opportunity workspace, you can...
View details on any opportunity including activity history and next steps Log calls, create task, and send emails Get coaching details with customizable Sales path Quickly see more details about an activity or contact
Dashboards
Visual representation of a report Includes multiple reports on single dashboard Showcase summarized data Use to run sales meetings Help with communicating to executives
For the standard login process, the URL for logging into Salesforce is...
login.salesforce.com
Fields
Columns in an object database table
Using News, you can hear about your accounts that might influence your selling strategy, including:
A change in executive leadership, prompting you to make new connection Financial news including recent rounds of funding, suggesting now is a time to upsell Acquisition or mergers, meaning you need to engage with new leadership Company reogranizations, suggestion you might need to build new relationships
Sales Path
Customized for your sales process Contextual guidance at each step Helps action your leads and move them toward conversion
Database
Information stored in Salesforce
Declarative Development
Refers to point-and-click functionality in Salesforce. It means that you can configure and customize Salesforce without writing code
User Page
Reset passwords Create new users Deactivate/freeze existing accounts View information about your users
Records
Rows in an object database table
View Setup Audit Trail
See 6 months of change history in your org Find out who made changes and when Tool for troubleshooting org configuration issues
Login History Page
See 6 months of login history for your org View date, time, user, IP address, and more login data Use for security tracking and adoption monitoring
After verifying a lead is qualified, converting the Lead creates what?
An Account with a linked Contact and Opportunity
Key features of the Home Page include:
Assistant News Performance Chart Upcoming events Today's tasks Recent records Top Deals Completely customizable by the admin
Company Information Page
At-a-glance view of org Find org ID See licensing information Monitor important limits like data and file usage
Collaborating in Salesforce is helpful for:
Building online, searchable content source over time Collaborating in context on individual deals and records Crowd sourcing expertise from across your company Creating groups, following people/topics, asking questions
What is the best way to navigate to Home?
Click on the Home icon on the navigation bar
To reset your password through the standard process...
Click the 'Forgot your Password?' link on the login page
What does the Performance chart feature?
Closed and open opportunities for the quarter Fields to update your goals
Top 5 Pages in Setup to Know
Company information Users Profiles View Setup Audit Trail Login History
What does CRM stand for?
Customer Relationship Management
Assistant
Displays on Home Page Smart to-do list featuring new leads and opportunities
Performance Chart
Displays on Home Page View and update goals
Lead Workspace
Emphasizes actions you need to take to drive conversion Sales path Make updates, log calls, set up meetings, create follow-up tasks
Steps to an App Download Strategy
Identify departments that use or plan to use Salesforce Research what's available on AppExchange that meets their requirements and discuss business cases Download apps in test environment Evaluate options Install and deploy
