@salesforceu getting started: navigating salesforce
TRANSCRIPT
@SalesforceU
Getting Started:Navigating Salesforce
Improved Setup User Interface
Items have been reorganized by task type
Enable or disable new Setup user interface at:
Customize | User Interface
The Summer '13 release provides an updated interface for personal and administrative setup tasks.
On by default for new organizations
Opt-in for existing organizations
Your training orgs will use the traditional Setup user interface.
Redesigned personal settings area
Access Setup from the header
CRM: customer relationship management Cloud: toolsets to support different areas of relationship management
Sell products
Manage connections
Close deals
Help customers
Increase productivity
Reduce costs
Gain visibility into service
Share with:
– Co-workers
– Customers
– Partners
Are You New to Salesforce?
Welcome toSalesforce!
What Will You Find in Salesforce?
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Leads
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Any person, organization, or company that may be interested in your products or services.
Opportunities
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
A potential revenue-generating event.
Accounts
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Customers, competitors, and partners.
Forecasts
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
The best estimate of the revenue you can generate in a quarter.
Contacts
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Any individual or influencer associated with an account.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Cases
A detailed description of a customer’s feedback, problems, or questions.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Solutions
A detailed description of a customer issue and its resolution.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Dashboards
A real-time snapshot of company metrics and performance indicators.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Activities
A task or a scheduled calendar event.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Products
An individual item that is sold on an opportunity.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Reports
Summary and analysis of Salesforce data.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Contracts
A written agreement between two or more parties.
Chatter
Reports Contracts Leads Opportunities Accounts
Products Forecasts
Activities Dashboards Solutions Cases Contacts
Chatter
A collaboration tool that helps you connect with other users in your organization.
Demo: Navigation Salesforce CRM
Navigating Salesforce(Here is where you can do a demonstration.)
Success Boost!
But What if You Need More Help?
? learn more Training! Getting Started:
Using the Sales Cloud
Use Help & Training to make Salesforce work for you!
Help! Navigation Getting Started
In this course, you learned about: Basic Salesforce terminology. Home pages. Default tabs. List views. Record detail pages. Global Search. Help & Training.
Now you can get started using Salesforce!
What Do You Know About Navigating Salesforce?
SUCCESS!