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Salesforce.com Training - navigation course

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Salesforce.com Fundamentals training

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Salesforce.com Training - navigation course

  1. 1. Getting Started withSalesforce CRMNavigation
  2. 2. Objectives Learn to navigate Salesforce CRM and build lasting customer relationships. By the end of this course, you will be able to:  Log into the Salesforce CRM application.  Describe the basic terminology of Salesforce navigation.  Navigate Salesforce CRM applications.  Utilize Global Search to find records, files, and people.  Customize basic application settings.  Find additional Salesforce Help & Training.
  3. 3. The World’s Most Complete CRM ApplicationCRM is about managing successful relationships with your customers, includingpotential customers.Successful CRM involves: Marketing to your customers. Generating Sales. Providing excellent customer service.
  4. 4. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  5. 5. Logging into Salesforce for the First Time
  6. 6. Standard Log in ProcedureYou have received to www.salesforce.com…In your browser, goyour Initial Login Email, logged in, and set your password. … and click the Login tab. Enter your username and password and click “Login.” NOTE: Select the “Remember User Name” checkbox to make it faster to log in next time.
  7. 7. Resetting Your Password If you forget your password or need to reset it, click the “Forgot your password?” link to send reset instructions to your email address. ALERT: You must answer a security question to reset your password.
  8. 8. Activating Your Computer Activating your computers protects sensitive customer information. Activate your computer in 3 steps:  Click Send Activation Link.  Check your email.  Click the activation link in the email.
  9. 9. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  10. 10. Salesforce Terminology and Icons
  11. 11. ReportsSummary and analysis of Salesforce data.
  12. 12. ContractsA written agreement between two or more parties.
  13. 13. LeadsAny person, organization, or company that may be interested in your products orservices.
  14. 14. OpportunitiesA potential revenue-generating event.
  15. 15. AccountsCustomers, competitors, and partners.
  16. 16. ForecastsThe best estimate of the revenue you can generate in a quarter.
  17. 17. ContactsAny individual or influencer associated with an account.
  18. 18. CasesA detailed description of a customer’s feedback, problems, or questions.
  19. 19. SolutionsA detailed description of a customer issue and its resolution.
  20. 20. DashboardsA real-time snapshot of company metrics and performance indicators.
  21. 21. Activities A task or a scheduled calendar event.
  22. 22. ProductsAn individual item that is sold on an opportunity.
  23. 23. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  24. 24. Salesforce Navigation Terminology: Home PageWhen you log in to the Salesforce Web site, the home page appears.
  25. 25. TabsA tab represents a major module within the application.
  26. 26. SidebarThe sidebar column provides convenient access to links and commands.
  27. 27. Global Search Allows users to search record types and Chatter feeds. Enables users to find field types, including custom fields and long text fields.
  28. 28. Application Picklist The application picklist helps users to select an application to use, such as, Sales, Call Center, and Marketing.
  29. 29. Salesforce LinksEnable users with the proper permissions to access different parts of theSalesforce application.
  30. 30. ChatterChatter enables you to share information, follow people and records, and postcontent.
  31. 31. Salesforce Navigation Terminology: Records Collection of fields related to a specific item Displayed on a detail page
  32. 32. Detail PageA detail page shows the saved record and a set of related lists pertinent tothe record.
  33. 33. Related ListRelated lists display records linked to the current record being viewed.
  34. 34. Salesforce Navigation Terminology: Sidebar  Displays messages and Recent Items list
  35. 35. Messages and Alerts  Displays announcements customized by your organizations Administrator.  Is not available in Personal Edition.
  36. 36. Create New
  37. 37. Recent Items In the Recent Items section of the sidebar column, you see a short list items you’ve most recently added or viewed.
  38. 38. Tabs & Pages Click on a tab to navigate to that home page. Each home page is the starting point for working with that object or application. NOTE: Each Home page layout is very similar, so you only need to understand one to understand them all.
  39. 39. Additional Tabs Click All Tabs to view additional tabs. Click the name of a tab to open its home page. to Add Available Tabs the Selected Tabs list Clickand save. My Customize Tabs to add tabs to your default tab display. NOTE: Add your most used tabs to the default tab display with Customize My Tabs.
  40. 40. Collapsing the Sidebar Collapse the sidebar to view more information in the main window. NOTE: Use the hot key "Alt-S" to quickly collapse or open sidebar.
  41. 41. Navigating List ViewsWhat is a view? You can use list views to see a specific set of records. A view is a list of records that match a specific set of criteria. Each object has several default views and you can create your own custom views.
  42. 42. Working with List Views
  43. 43. List View Features
  44. 44. Drag and Drop CustomizationsAllows reordering and/or resizing of the columns in your list view.
  45. 45. Record CountDisplays the number of records returned by the filter criteria.
  46. 46. Jump-to-PageAllows users to jump to a specific page without clicking next page repetitively.
  47. 47. In-line Editing Enables users to edit records from within the list view.
  48. 48. In-window ScrollingKeeps the headers visible as you scroll down the list.
  49. 49. Printable List Views
  50. 50. Navigating the Record Detail PageAccount Detail section contains general information fields about the record.
  51. 51. Additional InformationContains additional information about the record.
  52. 52. Address InformationContains address information of the record.
  53. 53. System InformationContains system information about the record.
  54. 54. NoteRecord detail pages can be customized by Administrators.
  55. 55. Navigating Related Lists
  56. 56. Action ColumnAllows you to edit or delete any record displayed in the list.
  57. 57. Help LinksDisplay a context-sensitive help window.
  58. 58. Hover Links
  59. 59. Navigating Lookup Hovers
  60. 60. Navigating with LookupsBoth standard and enhanced lookups display a list of matching recentlyused records, if enabled by your Administrator.
  61. 61. Hide Filters Is used to hide the filters.
  62. 62. Apply Filters  Filters are only available in the search results.  Criteria specified in search results filters are AND based.  Use Apply Filters to further narrow the search.
  63. 63. PagingClick Next Page or Previous Page to go to the next or previous set of results.
  64. 64. My ColumnsIs used to select columns in enhanced lookup results and can also be used tochange the order of the selected columns.
  65. 65. Lookup Auto-Completion
  66. 66. Inline Editing
  67. 67. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  68. 68. Global SearchGlobal Search: Helps you search for people, files, documents, products, ac counts, Chatter feeds, and more. Appears at the top of Chatter-enabled orgs.
  69. 69. Basic Search
  70. 70. Advanced Search
  71. 71. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  72. 72. CustomizationThe Setup menu allows you to personalize: Contact information. Preferred language and time zone. Sales team and quota. Password and security token. Email settings. Displayed tabs.
  73. 73. Set Your Personal InformationExpand the My Personal Information folder to set your personal information.
  74. 74. Personal InformationUsing this section, you can edit your user information and create quotas.
  75. 75. Change My PasswordThis option allows you to change your password.
  76. 76. Reset My Security TokenUsing this option, you can reset the security token to log into Salesforce fromoutside your companys trusted network.
  77. 77. My GroupsThis section enables you to add, update, or delete your personal groups.
  78. 78. Change My DisplayUsing this section, you can customize the display of tabs and related lists.
  79. 79. Grant Login AccessThis section enables the salesforce.com Customer Support representativesor your Administrator to log in to your account.
  80. 80. Calendar SharingUsing this section, users, personal and public groups, roles, or roles andsubordinates can view your calendar.
  81. 81. RemindersIn the Reminders section, you can set your personal preferences for activityreminders.
  82. 82. Record Type SelectionThrough this section, you can set your preferences for the automatic selection ofdefault record types.
  83. 83. Set Your Email and PreferencesExpand the Email folder under Personal Setup to set your email and preferences.
  84. 84. My Email SettingsThis section enables you to set your outbound email settings.
  85. 85. My TemplatesUsing this section, you can create and edit your own email templates.
  86. 86. My Stay-in-Touch SettingsYou can use these settings to set your email preferences.
  87. 87. My Mass EmailsThis section enables you to view the mass email queue.
  88. 88. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  89. 89. Help and TrainingThe search box helps find online help topics, knowledge base solutions, andrecommended training classes based on your keywords.
  90. 90. Contact SupportProvides access to additional support resources, including logging a case,customer support chat and phone numbers, and links to Salesforce Answersand the Idea Exchange.
  91. 91. Add GadgetsDisplays the list of available gadgets and allows you to add a gadget bydragging gadget icon into the desired area of the screen.
  92. 92. GadgetsOffer information and support options so that you can get the most out of theavailable Customer Resources.
  93. 93. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  94. 94. Navigating Salesforce CRM (Here is where you can do a demonstration.)
  95. 95. Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish
  96. 96. Summary In this course, you learned that:  Basic Salesforce terminology includes record, lead, contact, case, forecast, opportunity, and account.  List views enable seeing a specific set of records, such as accounts, leads, opportunities, contacts, documents, or campaigns.  A hover link allows quick access to information by pointing over it.  Inline editing enables changing field values on a record’s detail page.  Global Search is the most efficient and versatile way to find information.  The Setup menu enables you to personalize your home page.  Salesforce Help & Training is a searchable library of articles, ideas, FAQs, and training.
  97. 97. Knowledge Check 1 of 4What is a collection of fields related to a specific item in Salesforce calleda. Recordb. Related listc. Record detail paged. List view
  98. 98. Knowledge Check 2 of 4Identify the statements that are true about Salesforce views. (Select all thatapplya. Views are lists of records matching specific criteria.b. Several standard views are available in Salesforce.c. Views allow you to change the displayed tabs on the Salesforce interface.d. A view displays announcements that can be customized by the administrator
  99. 99. Knowledge Check 3 of 4Identify each task that you can complete using the Setup menu in Salesforce Select all that apply )a. Search for training information.b. Change your password.c. Customize your tabs and related lists.d. Edit your personal information
  100. 100. Knowledge Check 4 of 4Match each Salesforce navigation tool to its definition. Related List Enables you to see a specific set of records, such as accounts, leads opportunities and contacts. List view Displays information from the record detail page related to the record that you are viewing Hover link Enables you to search all records, including articles, documents, products solutions files, groups, Chatter feeds, and people. Record detail page A web page that shows both the saved record and a set of related lists pertinent to the record. Global Search Displays the related lists of a record at the top of its record detail page

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