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SALESFORCE.COM 1012015

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Navigating Salesforce

Leads

Accounts

Contacts

Opportunity

Reporting

Finding Help

Agenda

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NavigatingSalesforce

Icon Definition

OpportunityA potential sales deal that you want to track

LeadA leads is a prospect or potential opportunity – a person who expresses interest

AccountAny company or organization you want to manage, including prospects, customers, vendors, or partners

ContactA person who works for an account

Tasks and EventsActivities associated to an opportunity, contact, or account

ReportsReal-time summaries generated based on information entered into Salesforce

Required FieldField must be filled out in order to save record

What Will You Find in Salesforce?

You Can Search:

Customer Names

Contacts

Email Addresses

Phone Numbers

Contract Numbers

You Can Also:

Submitt SF Help Tickets

See Most Recent records and preview by hovering over link under the RECENT ITEMS

Basic/Advanced Search

On each object tab you can: Using Existing Views Create New Views

On each object tab you can: Using Existing Views Create New Views

Viewing & Creating List Views

Linked Object SectionsOn any record layout there are links along the top that are short cuts to each related list associated to the record.

• If you hover over them you can create new, view or edit records

• If you click on links it will take you down to the object on the record.

Related Lists

Related Lists:• Related lists contain various types of

information related to the record. • They are available at the bottom of each

record and vary by record type.• As with all records in Salesforce, when

you initially open and view a record it’s read only.

• You can click Edit to update or make changes to a record.

Standard Related Lists

Activities

Open Activities allows you to assign: Tasks

Events

– Phone calls– Emails

– Phone Calls– Emails– Reminders– Recurring meetings

Open Activities

Items in the Open Activities related lists include all open tasks and events related to the record and its associated records.

Activity HistoryItems in the Activity History related list include completed tasks, logged phone calls, completed events, email, and merged documents related to the record and its associated records.

Notes & AttachmentsRelated files can be uploaded to the Notes & Attachments related lists of most records. Most file types can be uploaded including PDF, PowerPoint, Excel, Word, and Zip files. Attachment file size cannot exceed 5 megabytes.

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Leads

What is a Lead? A lead is a record that captures business card information, including name, business, address, and phone number.

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Accounts

Accounts support many other objects within the system Accessing other objects is most easily accomplished directly from the Account

record Use the related lists as a way of navigating your record details

What are Accounts?

Accounts Tab

Account tab: Allows you to create and locate all

types of accounts. Lets you sort and filter accounts using

standard and custom list views. Allows you to view and edit

information on each account.

Locating an Account

There are three ways to locate an existing account.

1. You can use the Global Search feature to locate an account. 2. Second, you can use the View menu to pull-up a list of accounts.3. And, third if you have recently viewed the account, you will see the

account in the sidebar under Recent Items and on the Accounts home page under Recent Accounts.

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Contacts

A Contact is an individual associated with your business accounts that you need to track.

Use Contact Related Lists to: Track your communications with your Contacts. Track all the individuals, from decision makers to operations team. Maintain accurate and up-to-date information.

Account

What is a Contact?

Robert Carey1234 X DriveSan Jose, CA 94562(555) 666-1234ext. 23VP of Support

Shari Oblong1234 X DriveSan Jose, CA 94562(555) 666-1234ext. 28Cust. Support Mgr.

Linda Gaffigan1234 X DriveSan Jose, CA 94562(555) 666-1234Ext. 28Purchasing Mgr.

The Contacts related list includes: Contact information for all the contacts associated with the record.

Contacts

Contacts Home Page

From the Contacts Home Page, you can: Quickly create and locate contacts. Sort and filter contacts using list views. Open your contacts for editing.

Creating Contacts

Always check for duplicates before creating a new record in Salesforce.

On the Account Record Click New Contact under the Contacts.

Before you enter a new Contact: Check the contact related list for that account. Search for the contact.

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Opportunities

What are Opportunities?An Opportunity is a deal, or pending deal, that you and your company want to track.

Opportunities build your pipeline.

Features of the opportunities include: An opportunity is any potential revenue generating event. Each opportunity is associated with only one account record. An Account can have multiple opportunities. An Opportunity can be associated with multiple contacts. Activities such as e-mails, phone calls, and customer visits

can be tracked against opportunities.

Opportunities

TIME SAVING TIPThe Clone button on an opportunity quickly creates a new opportunity with the same information as the existing opportunity, for example, when you need to add multiple opportunities for the same account.

Opportunity FieldsUsing the Opportunity tab, you can create and locate Opportunities. You can also view and edit detailed information on each Opportunity depending on your access. Let’s learn about some of the important fields on the Opportunity Detail screen.

Opportunity Related Lists

You can add opportunities through specific contacts.

The Contact Roles related list: Allows you to add an opportunity to a contact rather than to an account. Allows you to specify a certain role to a contact based specifically on the

opportunity. Can be used in situations where outside consultants or third parties are part of an

opportunity.

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Reporting

•Salesforce gives you a comprehensive, real-time view of your business. Managers, executives, and even individual sales reps are never more than a few clicks away from the insight needed to make smart business decisions and accurately estimate future sales.

Why Reporting in Salesforce?

Reporting and Data Access

• What can I report on?

• If you can see it in Salesforce, you can report on it. Records you own Records to which you have read or read/write access Records that have been shared with you Records owned by or shared with users in roles below you in the hierarchy

The Reports Tab: Introduction

• The Reports tab shows your standard and custom reports, and dashboards. Here you can search for, run, and edit reports and dashboards, or create new ones.

• Use the filters to show all items, just those that you follow or create, or just reports or dashboards. Use search to find items by name.

• Resize, reorder, sort, or choose the columns in your view.

• Create new reports and dashboards using the New Report button.

Folders

The Folders pane displays all the report and dashboard folders you have access to. You can search, view, edit, or create folders here.

Report FormatsTabular Reports

Matrix Reports

Joined Reports

Introduction

Summary Reports Salesforce supports four report formats:

Tabular Summary Matrix Joined

Report Formats

Tabular ReportsTabular Reports

A simple listing of data without any subtotals.

Examples: Contact mailing lists, list of all accounts, activity reports.

Report Formats

Summary Reports

Summary Reports

A listing of data with groupings and subtotals.

Example: All opportunities for your team subtotaled by sales stage and owner.

Report Formats

Matrix Reports

Matrix Reports

A comparison of related totals, with totals by both row and column.

Example: Summarize opportunities by month vertically and by Account horizontally.

Report Formats

Joined Reports

Joined Reports

Blocks of related information in a single report.

Example: You can build a report to show opportunity, case, and activity data for your accounts.

Modifying a Report with Report Options

Always available at the top of every report. Options depend on the type of data being reported on. Make changes in a few clicks, then save as a new

report.

Modifying a Report with Filters• To customize filtered criteria:

1. Click Customize on the top of each report2. Click Add – Field Filter3. Enter Criteria – OK4. Click Run Report

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Things to Consider When Running Reports

To run a report, click the report name. Most reports run with default criteria. Some reports require you to select additional criteria. To modify a report, click Customize and rerun report. Data is reported on:

– Records that you own.– Records that you have read or read/write access to.– Records that have been shared with you.– Records owned by or shared with users below you in the

role hierarchy. Export reports with over 2,000 records to Excel.

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Help & Questions

Every Page contains help references

Check out http://www.success.salesforce.com for guides, blogs, discussion boards and the Idea Exchange

Finding Help and Additional Resources

Questions

Any Questions?

If you ever have any questions please contact me at 720-446-2554 or lisa.horne@wolterskluwer.com

Thank you!