salesforce objects

Salesforce.comGuidance notes for anyone just getting started with

Salesforce.com

Friday, February 19, 2010

Areas to consider

• Faster Internet connection speed will be essential

• Data mapping

• List Standard salesforce fields

• Data migration from old system

• Workflow rule planning

• Arrange demo of Sales genius

webshoutmarketing.net


http://www.webshoutmarketing.net


Homework• Read dummies guide to Salesforce.com

• Undertake the built in Salesforce.com training for administrators. In Salesforce go to help & training link:-

• Salesforce.com Fundamentals

• Admin Fundamentals: Setup

• Admin Fundamentals: Customize

• Sales Representative Fundamentals

• Reporting Fundamentals



https://emea.salesforce.com/train/class_detail.jsp?class=sfdcfundamentals_eu&loc=_eu

https://emea.salesforce.com/train/class_detail.jsp?class=sfdcfundamentals_eu&loc=_eu

https://emea.salesforce.com/train/class_detail.jsp?class=admin1_eu&loc=_eu




https://emea.salesforce.com/train/class_detail.jsp?class=salesrepfund_eu&loc=_eu

https://emea.salesforce.com/train/class_detail.jsp?class=salesrepfund_eu&loc=_eu

https://emea.salesforce.com/train/class_detail.jsp?class=reporting_eu&loc=_eu

https://emea.salesforce.com/train/class_detail.jsp?class=reporting_eu&loc=_eu



A place for everything & everything in its place

• Work out which data will populate the following key objects in Salesforce Leads / Accounts / Contact

• Create spreadsheet with 3 columns for each object

• Standard Salesforce field name

• Current system field name

• Field type ( what sort of field is needed- text? tick box? Picklist etc) also include any info such as number of characters if relevant

• As closely as possible map out SF field names with Existing field namesHighlight for each SF object which custom fields need to be created

• Start creating your custom fields in each object

• You should now have a holding place for all of your data

• You also have a data map to hand Salesforce Partner to help with the big data import





Salesforce ObjectsQuick Recap and supporting diagrammes

from today’s meeting


Lead

convert

Account

Contact

Opportunity

Conversion creates • an account• a contact• an opportunity ( optional)

•For each of these objects you need to identify the different record types you will need.

•Typically each record type has very different uses in your organisation and is worked with in a different way

•Essentially each type would have its own page layout view and its own custom fields and workflow rules

•How many different types of account do you need?

•How many different contact types do you need


Account

Contact 1

Opp

ortu

nity

Opp

ortu

nity

Opp

ortu

nity

Contact 2

Opp

ortu

nity

Opp

ortu

nity

Opp

ortu

nity

Contact 3

Opp

ortu

nity

Opp

ortu

nity

Opp

ortu

nity

Contact 4

Opp

ortu

nity

Opp

ortu

nity

Opp

ortu

nity

Contact 5

Opp

ortu

nity

Opp

ortu

nity

Opp

ortu

nity

Relationships between accounts, contacts opportunities & products

Prod

uct

Prod

uct Each opportunity can

have as many products associated with it as you like

Opportunities have 3 default stages

•Open•Closed and won•Closed and lost

•Information rolls up, so when you look at an account you can see a birds eye view of everything beneath it in this diagram


Dashboard

Report 1 Report 2 Report 3 Report 4 Report 5

Report 6 Report 7 Report 8 Report 8 Report 10

Up to 24 reports per dashboard

And you can create as many dashboards as you like!How do you want to view your data?

Build dashboards for different teams and their data requirements.


Object List ViewsSimilar custom list views can be used to segment / re-organize

•Leads •Accounts

•Contacts •Opportunities





• A more powerful way of segmenting your data than list views

• Can group by specific field

• Can then subgroup on up to 3 more fields

• Can be printed

• Data can be exported into Excel

• Can contain custom formula’s for example can be made to add up figures, and perform summary calculations on your data

Reports





Tasks• Can be created on the fly as you work

• Can be automatically created by a workflow rule

• Always assigned to your salesforce users

• Simplify your processes to a daily to do list that needs to be worked through





Workflow rules• The heart of Salesforce automation

• Can automate task creation based on simple logic rules

• Can automatically fire off emails to users and to leads / contacts when rule criteria are met





Products• A database for every product you sell

• Products can be associated with opportunities and the total value of that opportunity will be calculated based on the products you assign to it

• Really useful when you want to generate sales quotes from an opportunity with associated products. ( Mailmerge for post or email template)





Console view• Enables your team to view related objects all in one

place

• For example, work through your tasks and see their related contacts and opportunity records





Events• Diary events in a Salesforce calendar

• Invite Users, Leads or Contacts to your events

• Get email updates on who can and cannot attend.

• Events can be sync’d with Microsoft Outlook using the free connect for Microsoft Outlook software.





salesforce objects

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