Introduction to Salesforce

By Hassan Maynardhassan.maynard@ec-op.com

Getting Started• Here you’ll find

videos and text tutorials to walk you through a few steps to get up and running quickly.

Contacts Tab• The contacts tab is

where you can track all of the contacts you have at companies you do business with.

Contact Record• When you click into a

contact, you can see all of the contact information that you have for that individual — including their title, phone number, and email.

Account Record• Each contact and

opportunity is associated with an account. Accounts are how Salesforce refers to companies that you’re working with, or that you’ve worked with in the past.

Opportunity Record• The opportunity record is

where you track all of the information you need to know about that deal, including the stage the deal is at in the sales cycle, when it’s expected to close, and how much the deal is worth.

Lead Record• Leads are how Salesforce

describes prospects, or potential customers. These are people that you may have met at a trade show but who you haven’t yet qualified as a valid lead.

Orders Tab• With Orders you can

now take a deal through the entire sales process, all in Salesforce. Orders allow you to enter and track the status of customer orders.

Home Tab• The home tab is

the perfect place to start your day in Salesforce.

Reports Tab• The reports tab is

where you can build and run reports on your key business metrics.

Dashboard Tab• Once you’ve created

your reports, you can pull them into dashboards for a quick, visual way of seeing how our business is performing.

Forecasts Tab• Your forecast gives

you a rolled-up view of all sales opportunities so you can predict revenue.

Chatter Tab• Chatter is a private,

secure collaboration platform for your company. Chatter helps you collaborate with your coworkers and work more efficiently.

Files Tab• Easily store and share files

with your coworkers and customers, right from Salesforce. You can make comments on files, track different versions, and subscribe to receive updates the minute anything changes.

Data Loader• Import, Export and

Delete using Data Loader.

• https://dataloader.io

Questions?