This used to introduce about salesforce, leads, accounts, opportunities

1. 1
SALESFORCE.COM
2022

2. 2
Navigating Salesforce
Leads
Accounts
Contacts
Opportunity
Reporting
Finding Help
Agenda

3. 3
Navigating
Salesforce

4. Icon Definition
Opportunity
A potential sales deal that you want to track
Lead
A leads is a prospect or potential opportunity – a person who expresses interest
Account
Any company or organization you want to manage, including prospects, customers,
vendors, or partners
Contact
A person who works for an account
Tasks and Events
Activities associated to an opportunity, contact, or account
Reports
Real-time summaries generated based on information entered into Salesforce
Required Field
Field must be filled out in order to save record
What Will You Find in Salesforce?

5. You Can Search:
 Customer Names
 Contacts
 Email Addresses
 Phone Numbers
 Contract Numbers
You Can Also:
 Submitt SF Help
Tickets
 See Most Recent
records and preview by
hovering over link under
the RECENT ITEMS
Basic/Advanced Search

6. On each object tab you can:
 Using Existing Views
 Create New Views
Viewing & Creating List Views

7. Linked Object Sections
On any record layout there are links along the top that are short cuts to
each related list associated to the record.
• If you hover over them you can create new, view or edit records
• If you click on links it will take you down to the object on the record.

8. Related Lists
Related Lists:
• Related lists contain various types of
information related to the record.
• They are available at the bottom of each
record and vary by record type.
• As with all records in Salesforce, when
you initially open and view a record it’s
read only.
• You can click Edit to update or make
changes to a record.

9. Standard Related Lists

10. Activities
Open Activities allows you to assign:
 Tasks
 Events
– Phone calls
– Emails
– Phone Calls
– Emails
– Reminders
– Recurring meetings

11. Open Activities
Items in the Open Activities related lists include all open tasks and events
related to the record and its associated records.

12. Activity History
Items in the Activity History related list include completed tasks, logged phone
calls, completed events, email, and merged documents related to the record and
its associated records.

13. Notes & Attachments
Related files can be uploaded to the Notes & Attachments related lists of
most records. Most file types can be uploaded including PDF, PowerPoint,
Excel, Word, and Zip files. Attachment file size cannot exceed 5 megabytes.

14. 14
Leads

15. What is a Lead?
A lead is a record that captures business card information, including name,
business, address, and phone number.

16. 16
Accounts

17.  Accounts support many other objects within the system
 Accessing other objects is most easily accomplished directly from the Account
record
 Use the related lists as a way of navigating your record details
What are Accounts?

18. Accounts Tab
Account tab:
 Allows you to create and locate all
types of accounts.
 Lets you sort and filter accounts using
standard and custom list views.
 Allows you to view and edit
information on each account.

19. Locating an Account
There are three ways to locate an existing account.
1. You can use the Global Search feature to locate an account.
2. Second, you can use the View menu to pull-up a list of accounts.
3. And, third if you have recently viewed the account, you will see the
account in the sidebar under Recent Items and on the Accounts home
page under Recent Accounts.
1
2
3
3

20. 20
Contacts

21. A Contact is an individual associated with your business accounts that you need to
track.
Use Contact Related Lists to:
 Track your communications with your Contacts.
 Track all the individuals, from decision makers to operations team.
 Maintain accurate and up-to-date information.
Account
What is a Contact?
Robert Carey
1234 X Drive
San Jose, CA 94562
(555) 666-1234
ext. 23
VP of Support
Shari Oblong
1234 X Drive
San Jose, CA 94562
(555) 666-1234
ext. 28
Cust. Support Mgr.
Linda Gaffigan
1234 X Drive
San Jose, CA 94562
(555) 666-1234
Ext. 28
Purchasing Mgr.

22. The Contacts related list includes:
 Contact information for all the contacts associated with the record.
Contacts

23. Contacts Home Page
From the Contacts Home Page, you can:
 Quickly create and locate contacts.
 Sort and filter contacts using list views.
 Open your contacts for editing.

24. Creating Contacts
 Always check for duplicates before creating a new record in Salesforce.
 On the Account Record Click New Contact under the Contacts.
Before you enter a new Contact:
 Check the contact related list for that account.
 Search for the contact.

25. 25
Opportunities

26. What are Opportunities?
An Opportunity is a deal, or pending deal, that you and your company want to track.
Opportunities build your pipeline.

27. Features of the opportunities include:
 An opportunity is any potential revenue generating event.
 Each opportunity is associated with only one account record.
 An Account can have multiple opportunities.
 An Opportunity can be associated with multiple contacts.
 Activities such as e-mails, phone calls, and customer visits
can be tracked against opportunities.
Opportunities
TIME SAVING TIP
The Clone button on an opportunity quickly creates a new
opportunity with the same information as the existing
opportunity, for example, when you need to add multiple
opportunities for the same account.

28. Opportunity Fields
Using the Opportunity tab, you can create and locate Opportunities. You can also view
and edit detailed information on each Opportunity depending on your access. Let’s learn
about some of the important fields on the Opportunity Detail screen.

29. Opportunity Related Lists
You can add opportunities through specific contacts.
The Contact Roles related list:
 Allows you to add an opportunity to a contact rather than to an account.
 Allows you to specify a certain role to a contact based specifically on the
opportunity.
 Can be used in situations where outside consultants or third parties are part of an
opportunity.

30. 30
Reporting

31. •Salesforce gives you a comprehensive, real-time view of
your business. Managers, executives, and even individual
sales reps are never more than a few clicks away from the
insight needed to make smart business decisions and
accurately estimate future sales.
Why Reporting in Salesforce?

32. Reporting and Data Access
• What can I report on?
• If you can see it in Salesforce, you can report on it.
 Records you own
 Records to which you have read or read/write access
 Records that have been shared with you
 Records owned by or shared with users in roles below you in the hierarchy

33. The Reports Tab: Introduction
• The Reports tab shows your standard and custom
reports, and dashboards. Here you can search for,
run, and edit reports and dashboards, or create
new ones.
• Use the filters to show all items, just
those that you follow or create, or just
reports or dashboards. Use search to find
items by name.
• Resize, reorder,
sort, or choose the
columns in your
view.
• Create new reports and dashboards using the New
Report button.

34. Folders
The Folders pane displays all the report and dashboard folders you have access to.
You can search, view, edit, or create folders here.

35. Report Formats
Tabular
Reports
Matrix
Reports
Joined
Reports
Introduction
Summary
Reports Salesforce supports four report formats:
 Tabular
 Summary
 Matrix
 Joined

36. Report Formats
Tabular Reports
Tabular Reports
A simple listing of data without any subtotals.
Examples: Contact mailing lists, list of all accounts,
activity reports.

37. Report Formats
Summary Reports
Summary
Reports
A listing of data with groupings and subtotals.
Example: All opportunities for your team subtotaled
by sales stage and owner.

38. Report Formats
Matrix Reports
Matrix Reports
A comparison of related totals, with totals by both
row and column.
Example: Summarize opportunities by month
vertically and by Account horizontally.

39. Report Formats
Joined Reports
Joined Reports
Blocks of related information in a single report.
Example: You can build a report to show
opportunity, case, and activity data for your
accounts.

40. Modifying a Report with Report
Options
 Always available at the top of every report.
 Options depend on the type of data being reported on.
 Make changes in a few clicks, then save as a new
report.

41. Modifying a Report with Filters
• To customize filtered criteria:
1. Click Customize on the top of each report
2. Click Add – Field Filter
3. Enter Criteria – OK
4. Click Run Report
1
2
3
4

42. Things to Consider When Running Reports
 To run a report, click the report name.
 Most reports run with default criteria.
 Some reports require you to select additional criteria.
 To modify a report, click Customize and rerun report.
 Data is reported on:
– Records that you own.
– Records that you have read or read/write access to.
– Records that have been shared with you.
– Records owned by or shared with users below you in the
role hierarchy.
 Export reports with over 2,000 records to Excel.

43. 43
Help & Questions

44.  Every Page contains help references
 Check out http://www.success.salesforce.com for
guides, blogs, discussion boards and the Idea
Exchange
Finding Help and Additional Resources

45. Questions
 Any Questions?
 If you ever have any questions please contact me at 872-216-1518
 Thank you!