Salesforce fundementals short
- 1. Fluido Flight School TM Check In –Salesforce fundementals Kati Suvanto
- 2. Our position in the market place Strong leader and No. 1 salesforce.com partner in Finland Strong international experiences on international businesses and projects only salesforce partner providing authorized training in the Nordic countries We are profitable and business is healthly run on incoming revenue Currently 10 employees ” Partnership with Fluido has made our salesforce.oom development more efficient ” Janne Löytänä, Director
- 3. Paying Customers Salesforce.com Strong Growth In New Customers 87,500+ HQ in San Fransisco Offices in over 40 countries worldwide 4000+ employees Public company NYSE:CRM 2 Million+ Users worldwide 92,000+
- 4. Solutions transfering to cloud
- 5. The Cloud Computing Model Multi-tenant Automatic Upgrades Pay-as-you-go Scales with business 5 Times Faster Half the Cost IDC White Paper sponsored by Salesforce.com: “Force.com Cloud Platform Drives Huge Time to Market and Cost Savings”, Doc # 219965, September, 2009
- 6. The World ’s Leading Sales Application Email & Calendaring Real-time Analytics Partner Management Accounts & Contacts Marketing & Leads Opportunities & Quotes Workflow & Approvals Mobile Social Monitoring Jigsaw Clean Data
- 7. What Do we get ? Customers Succeed Across Every Major Metric Source: Salesforce.com Customer Relationship Survey conducted April 2011, by an independent third-party, MarketTools Inc., on 4,500+ customers randomly selected. Response sizes per question vary. Average Percentage Improvements Reported by Customers
- 8. Salesforce.com You can log in from Salesforce.com page and you will find latest updates
- 9. User Rights and visibility Company standard sharing rules Roles Defines the hierarchical access to information Profiles Defines what access rights User has for objects and files For different purposes can be define different page layouts based on profiles File level visibility
- 10. Visibility to information You can widen the user company visibility by sharing rules, but not limit
- 11. Role visibility Company Country/ Division Area / Department Team 1 Team 1 Area / Department In Role the default is, that upper Role in the hierarchy has visibility to all underneath record information but NOT for same level information. NOTE this can be widen by sharing rules
- 12. Page components Header Sidebar TABs / Objects Page
- 13. Header Application List Help and Training Global Search Application List content depends of User Profile Own information, set up and logout
- 14. Terminology, Sidebar Shortcut to create new records. NOTE always use search before crating new records to avoid duplicates
- 15. Terminology, Sidebar Recent Item List of the 10 latest record you have used From the icon you will see what kind of record it is Mouse over show the details of the record
- 16. Terminology, Sidebar Custom Links Administrator can add links to documents, web pages etc. Messages and Alerts Administrator can use this to inform all users
- 17. Terminology, Sidebar Recycle Bin All items you have deleted in last 15 days. Can be returns by select undelete.
- 18. Home Page Chatter Dashboards Dashboards depends of your profile
- 19. Home Page Own Tasks and Calendar Views Tasks Calendar
- 20. Applications TAB Home Home page, chatter, charts, tasks calendar Chatter Internal media for sharing and following information Leads Sales Leads from different sources Accounts Accounts = Company information Contacts Contact information for Accounts Opportunities Sales opportunities Dashboards Dashboards for following up the status of the issues Documents Documents saved to system Products Products that are can be linked to opportunities Reports Reports
- 21. Modifying tabs Rest of the records/objects can be viewed by pressing “ + “ at end of tab line.
- 22. Page Layouts List view Short cut to page help Short cuts to reports and Page Tools
- 23. Views Every record page same list view functions Recent “Records” List of last open and edited records You can create new views for your self
- 24. Usage If you click other tab, link with out saving, data is not stored Your and your colleagues search list and results are not identical User rights Own information first Most used Use Printable view if you need to print something
- 25. How to use browser based solutions Right Mouse Click Right Mouse Click
- 26. How to use browser based solutions Right Mouse Click Right Mouse Click
- 27. Global Search With Search Options you can limit your search results (make it quicker) NOTE system remembers you options and uses them as long you change them
- 28. Search Results NOTE search results orders are optimized based on user own usage and user rights. There for you can get different kind of views with same search results .
- 29. Record page parts Record Page Related lists
- 30. How to navigate Chatter and Following Top of the record pages you have Chatter feed related to this record You can hide it or Mark Follow or remove from following.
- 31. Standard icons and marks RED line before field mar it as mandatory field Look up to other record Standard List view lookup
- 32. How to navigate Chatter and Following From the triangle icon you can hide or show page details Hover over the mark and you get filed level help text
- 33. Standard Buttons Make total clone of the record. Remember to change fields that need to be changed At contact page you can ask the contact update their own information Save and new will keep the look up and other information same as in this original
- 34. Customizing record page By selecting Customize page you can defined what related list you will see on related to this record.
- 35. Customizing record page Printable view open new window where you can print the view. NOTE not all pages has printable view
- 36. How to navigate Hover over Top of the record page are links to related lists Hovering over will open the window for content
- 37. Object linkages Objects can be linked to each other via Opens the look up window to related records * Asterisks match one or more characters at the middle or end (not the beginning) of your search term. ? Question marks match only one character in the middle or end (not the beginning) of your search term.
- 38. History and System information Under each page you have system information of creation and last modified information If Record has history tracking enable one of the related lists shows the change history of the records and old values.
- 39. Time for a take off with Thank you !!
Editor's Notes
- #6: Never been a better time for Cloud Computing Core tenets of cloud computing: multi-tenant, pay-as-you-go, elastic - Cloud computing offers the right answer for today’s economy: no capital expense, modest operating expense, scales with your business
- #7: That ’s what this session is all about. We ’re here to do 2 things: 1.Share best practices associated with how our customers are succeeding with the Sales Cloud. 2. Show you how the best practices have gotten even better with the new features that have come out since we were last here in New York.
- #8: As I mentioned, we survey our customers every 6 months as a way to learn how they are doing. Consistently we find that our customers are really succeeding in the Sales Cloud 2. You can see the results of the survey of over 6,000 customers that they are improving along every major metric in Sales by using Salesforce. We ’re seeing that Sales teams are improving productivity, generating high revenue and closing more deals. Uses mobile devices, customers are seeing a 28% increase in team productivity. They ’re seeing an average of 26% revenue increase and 23% faster sales cycles. Now, the question is: “How is Salesforce making such a dramatic impact for these companies?”