Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012...
Transcript of Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012...
Presidents Refresher CourseDecember 03,2016
Agenda
Salesforce
• Login Process• Contact Management• Reporting
Prerequisites
• Complete the Email Setup @ahmadiyya.us
• Open the email and follow the link to login
• Enter password provided in the email and click sign‐in to complete the process• Send an email to [email protected]
• Open the browser and connect to https://amc‐usa/force.com
• Type in your tabligh.xxx@ahmadiyaa .us login credential that was given to you earlier for Email access
Login Process
Home Page
Agenda
Salesforce
• Login Process• Contact Management• Reporting
Home Page
Contacts Management
Add New Contacts
Modify Contacts
Modify Contacts …
Modify Contacts …
Agenda
Salesforce
• Login Process• Contact Management• Reporting
Creating Monthly Report
Continued …
Continued …
Modify Reports
Modify Reports …
Modify Reports …
• Technical support: [email protected]• Email support: [email protected]
• Escalation Contact• Name: Syed Uzair Ahmed• Phone 425.214.3849
• Email configuration guide• Tabligh Reporting System guide
Resources
Jazak’Allah!