Introto salesforce with star wars help

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This is a training that I created for Spark staff to use to learn some of the basics of salesforce. The formatting is a little off on slideshare, so if you're interested in the correctly formatted version, check is out here: http://kevinverhoff.com/portfolio/

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  • Spark Staff Members will be able to…
    Everything throughout the slideshow is linked to these objectives!
  • An overview of what we’re going to do during this hour.
  • Here’s how you get started (and no, it’s not really a trap as long as you stay patient and persistent)
  • This is what you see when you log in! It can be a little overwhelming.
  • Salesforce is like R2D2: It speaks a very strange language with a very strange grammar, but once you understand the language, it becomes a powerful tool… Let’s take a look at some of that language
  • Galactic Spacecraft Design Corp is a business that can/could/does host apprenticeships. They are an account. Accounts can also be schools/businesses
    Han Solo works for Galactic Spacecraft design. We want him to be a mentor or donor, but we’ve never been in touch with him. He’s a lead.
    Yoda also works for Galactic Spacecraft design. He’s a past mentor/donor. He’s a contact because we have talked back and forth with him.
    Alderaan is a place where we’re going to work with multiple schools (students and teachers) and businesses (leads and contacts). It makes sense to bring them all together into one campaign.
  • Accounts (Businesses and other organizations) have leads (people we’ve never been in touch with) and contacts (people we have been in touch with)
  • Campaigns bring together multiple accounts (and leads and campaigns). They represent a place and time that Spark is doing something
  • Quick quiz to make sure we’ve got the basics down before we move to the more advanced stuff. Directions: Match the vocab with the definition
  • The search bar is probably the best way to find specific objects. If you can’t find it in the search bar, you probably will need to create it… just click create new, find the type of object you want to create and fill in the information you know. When creating leads, use the term “General Lead”
  • Take a few minutes to explore the search function. Find these things on SalesForce and check out what kind of information you can find!
  • Another quick check for understanding:
    Q:What’s the difference between lead and contact? A: Leads are people we have not heard back from
    Follow up question: when would a lead become a contact? A: After a person responds to a phone call, e-mail, etc.
  • So, after you hear back from from a lead, then you need to make them into a contact through a process called conversion. It’s really easy: Just push the button that Yoda is pointing to
  • Q: Chewbacca, Past mentor; A: Contact. We’ve been in touch with him. The company he works (Loreal) for is an account.
    Q: Mos Eisley Schools are launching Spark in Spring 2014! A: This one’s a little tricky. We’d need to create an account for the school, contacts for the school staff, and a campaign for the Spring 2014 session!
    Q: The Rebel Base is hosting 5 students; A: The business/organization is an account; the 5 people hosting apprenticeships are contacts
    Q: Storm Trooper, Potential Mentor that hasn’t responded to e-mail; A: He’s a lead for now, if he responds to our e-mail, then he becomes a contact (even if he says “no”)
    Q: Oaklandish, current place that hosts apprenticeships; A: It’s an account. Its employees are contacts (or leads)
    Q: Westlake Middle School, a school we work with; A: The place is an account; the students, parents, and teachers are contacts; and the sessions we have apprenticeships there are part of a campaign
    Q: Mayor Jean Quan, somebody we’d like to know, but we don’t know her. A: She’s a lead because she hasn’t responded to our e-mails.
    Oaklandish (and its contacts), Westlake MS, and Mayor Jean Quan would all be connected under a campaign
  • Give everyone a chance to practice these things
  • Quick agenda check…Next we’re moving on to Tracking!
  • Go to a contact page; Find the contact’s “Activity History” It’s useful to check before you reach out to someone.
  • You can track every e-mail you send using salesforce’s BCC function! We’ll set this up later
  • After you hang up the phone with someone. Follow these steps. I like to use the notes section to fill in a brief summary of the phone called (why you called, what happened as a result, what are some next steps). Eg:
    “KV called to recruit mentors for SP14, SF is unavailable for the session but is open to reaching out to colleagues. KV to follow up via e-mail with recruiting materials”
  • We learned so much! And now we’re ready to begin using the basics of the (sales)force!
  • Forshadowing: There’s more to come!!! Now that we know how to put data in, we’ll want to figure out how to actually use that information!
  • Introto salesforce with star wars help

    1. 1. Salesforce: an introduction
    2. 2. Objectives SSMWBAT Create Accounts, Contacts, Leads and Campaigns on Salesforce  Define Accounts, Contacts, Leads, and Campaigns Use various Salesforce functions to track and plan recruiting campaigns    Utilize the BCC function and log calls Log calls The possibility of successfully navigating Salesforce is approximatel y 3,720 to 1.
    3. 3.    Agenda Getting started  Logging in to Salesforce  Taking a look around An Overview of recruiting A lot to learn, there is  How it all fits together  Creating and finding accounts, contacts, and campaigns  Tracking Conclusion: What’s Next  More about Campaigns  Basics of reports  Deciding what to do
    4. 4. Logging into Sparkforce 1. Receive your password: you will receive an email from Salesforce with an auto- generated password 2. Login to Salesforce at: www.salesforce.com Your Salesforce username is your email address 3. Create a new password: When you login for the first time, you will be asked to create a password. If you don’t have your salesforce accounts yet, use mine: U: kverhoff@sparkprogram.org P: ***** IT’S A TRAP!
    5. 5. The Main Page Access to EVERYTHING!
    6. 6.    Agenda Getting started  Logging in to Salesforce  Beep Beep Boop! Taking a look around An Overview of recruiting  How it all fits together  Creating and finding accounts, contacts, and campaigns  Tracking Conclusion: What’s Next  More about Campaigns  Basics of reports
    7. 7. Some Terms (called “Objects”)
    8. 8. How it all works: Accounts, Leads, Contacts
    9. 9. How it all works: Campaigns FA 2012 Alderaan Campaign SP 2012 Alderaan Campaign FA 2012 Tattooine Campaign
    10. 10. So…What’s what? 1. 2. 3. 4. Account Campaign Contact Lead a. b. c. d. A person we don’t know A way to bring together different types of accounts and leads An organization (Business, School, etc) A person we know (a mentor, student, teacher, etc)
    11. 11. Creating and Finding Objects
    12. 12. Exploration     Contact: John **** Lead: Alexys *** Account: Oaklandish Campaign: Spring 2013 San Francisco Program “Aren’t you a little short for a stormtrooper?”
    13. 13. Leads vs. Contacts
    14. 14. Converting Leads Convert Leads You Can
    15. 15. Account, Contact, Lead, or Campaign?
    16. 16. A Bit Of Practice Create a Contact for Yourself Use the Account: “Spark Bay Area” Look up the following “objects”. 1. 2. 3. Sarah *** 2. Jess *** 3. Mariana *** 4. Check out other accounts, contacts, and leads – How do they all fit together? 1.
    17. 17.    Agenda Getting started  Logging in to Salesforce  Salesforce keeps track Taking a look around An Overview of recruiting  How it all fits together  Creating and finding accounts, contacts, and campaigns  Tracking Conclusion: What’s Next  More about Campaigns  Basics of reports  Deciding what to do
    18. 18. Logging Activity  Activities    Calls In-Person Meetings E-mails You wanna be a mentor? Great!
    19. 19. Using BCC
    20. 20. How to log calls manually 1. 2. 3. Go to the Contact’s or Lead’s Page Scroll down to “Activity History” Click “Log a Call”
    21. 21.    Agenda Getting started  Logging in to Salesforce  Taking a look around We’re at the end. Now it’s time to destroy the Death Star! An Overview of recruiting  How it all fits together  Creating and finding accounts, contacts, and campaigns  Tracking Conclusion: What’s Next  More about Campaigns  Basics of reports
    22. 22. We Just Conquered… 1. 2. 3. Create Leads for “new people” Convert them to contacts when they respond to your messages Keep track of your phone calls/e-mails/etc with them
    23. 23. The next thing to conquer…    Using Campaigns Categorizing Potential Mentors Using reports to prioritize action
    24. 24. Other Salesforce Jedi Tools http://www.youtube.com/sparkforcetraining Videos on everything Spark-Salesforce Related Salesforce Program Manual on the Server Pretty much has everything you could want! Spark Staff! I’m glad to help! Our Jedi Master, Kelly Dwyer (kdwyer) in Chicago
    25. 25. You are now a Salesforce Jedi!

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