2. Table of Contents
Salesforce Overview
• BasicTerminologies…. Page 4
• Login Page… Page 5
• Home Page… Page 6
Account Management
• Creating Accounts… Page 8
• Creating Contacts… Page 10
• Creating an Order Page 11
• Adding Card Information into an Account Page 12
• OpenActivities Page 14
• Activity History Page 15
• Notes & Attachments Page 16
• Account History Page 17
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3. Table of Contents
Order Management
• Creating an Order (Campaign) Page 19
• Creating an Order Discount Page 21
• Adding a Product Page 23
• Creating an Invoice Page 25
• Recording a Payment Page 28
• Adding a Pause Order Page 30
• Adding a Free Credit Page 34
Chargeback Page 37
DocuSign Status Page 43
Reports & Dashboards
• Viewing Reports Page 48
• Creating a Report Page 49
• Viewing Dashboards Page 53
• Creating Dashboards Page 54
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4. BasicTerminologies
Icon Definition
Chatter enables users to form a community within their
organization that can be used for secure collaboration and
knowledge-sharing.
Reports allow users to Analyze data in Salesforce. Dashboards
visualizes changing business conditions based on the real-time data
gathered with reports.
Accounts are your customer organizations.
An individual who works for your customer organizations.
Signs and manages documents online from any device with
e-signature solution.
Chargeback is the return of funds to the consumer
5. • Login Page
Salesforce is a hosted application that
EBS Marketing will be utilizing to provide
the organization a better understanding
of their customers
To access Salesforce simply navigate to
the website test.salesforce.com and
enter your username and password.
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6. Salesforce Overview
Home Page
1.Search & Advances Search
2.Record Apps
3.Apps Menu
4.Help & Training
5.Setup
6.Username & Logout
7.Recently viewed items
8.Recycle bin
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8. Account Management
What is an Account?
A customer or organization you want to manage a relationship with
• Prospects (Qualified Lead)
• Customers
• Vendor
Account: Benson & Forsyth
Address: 37D Mildmay Grove North London , N14RH
Phone: (207) -359 -0288
Fax: (312) 326-9999
Website: www.benson&forsyth.com
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9. Account Management
Creating an Account
1. Click ‘Accounts’ tab
2. Click ‘New’ button, new Account page will open
3. Enter the required Company information and click ‘Save’ button
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10. Account Management
Adding a new Contact to an Account (Cont..)
1. Click on ‘New Contact’ button in ‘Contacts’ related list
2. Enter relevant information and click on ‘Save’ button
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11. Account Management
Adding ‘Order’ into an Account
• On the ‘Order’ related list, click ‘New Order’ button to create an order.
This functionality will be
discussed in more detail in
the later slides
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12. Account Management
Adding Card Information into an Account
1. Clicking the ‘Save’ button takes us to the ‘Account’ detail page and you can see
the ‘Card’ related list below it.
2. Click ‘New Card’
3. Select one ‘RecordType’ from the drop-down list and click ‘Continue’.
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13. Account Management
Adding ‘Card’ Information into an Account (Cont…)
4. Fill in the fields and click ‘Save’
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The ‘Card’ Information is also captured on
the associated ‘Account’ & ‘Invoice’ detail
page, only the one selected as primary.
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14. Account Management
Open Activities
1. In the ‘Open Activities’ related list, click on the ‘NewTask’ or ‘New Event’
2. Fill in the fields and click ‘Save’.You will be reminded on the related ‘Account’,
once the ‘Task’ or ‘Event’ is due.
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15. Account Management
Activity History
• In the ‘Activity History’ related list, you can record activities performed on the
related ‘Account’ by clicking on the desired button.This gives a clear view of the
interactions had with the customer.
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16. Account Management
Notes & Attachments
1. In the ‘Notes & Attachments’ related list, you can make notes and attach files
on the related ‘Account’ by clicking on the desired button.
2. Fill in the fields and click ‘Save’.
3. You can ‘Edit’, ‘View’ and ‘Del’ records thus saved.
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17. Account Management
Account History
• In the ‘Account History’ related list, you can see the history of actions performed
by the users, on the related ‘Account’.
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19. 1. Click on the ‘Orders’ tab & click ‘New’ button.
2. Select one ‘Value’ from the ‘Record Type’ drop-down list
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Creating an ‘Order’ (Campaign)
20. 3. Fill in the fields as required and needed and click ‘Save’.
4. Click ‘Edit’ if you wish to make changes.
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Creating an ‘Order’ (Campaign)
21. 1. You can see the ‘Order Discount’ related list just below the ‘Order’ detail page.
2. Click on ‘New order Discount’ to give discount on the related order.
3. Fill in the fields and click ‘Save’ button.
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Creating an ‘Order Discount’
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22. 4. Click ‘Edit’ button if you wish to edit.
5. Order Discount record now appears on the ‘Order’ Related list.
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Creating an ‘Order Discount
23. 1. There is ‘Products’ related list on ‘Orders’. Click on ‘Add Product’ button to add a
product.
2. Select a checkbox you wish from the ‘Product Name’ list and click ‘Select’ Button.
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Adding a ‘Product’
24. 3. Fill in the fields you wish and click ‘Save’.
4. Products record thus saved now appears on the ‘Products’ related list.
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Adding a ‘Product’
25. 1. As you click ‘Save’ a ‘Product’, an ‘Invoice’ is auto-generated on the ‘Invoices’
related list on the ‘Order’.
2. To manually add an invoice, click on the ‘New Invoice’ button.
3. Select ‘Invoice’ from the ‘Record Type’ drop-down list and press ‘Continue’ button.
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Creating an ‘Invoice’
26. 4. Fill in the fields you wish and click ‘Save’ button.
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Creating an ‘Invoice’
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27. 5. ‘Invoice’ detail page appears. You may ‘Edit’, ‘Generate PDF’ or ‘Email Invoice to the
customer’ if you wish.
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Creating an ‘Invoice’
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The ‘Primary Card’ information, that you see on
the invoice, is the same that you selected in
‘Card’ related list on the Order’s ‘Account page’.
28. 1. You can also see the ‘Payments’ related list below the ‘Invoice’ detail page.
2. Click on the ‘New Payment’ button once a payment is maid against this invoice.
3. Select a ‘Record Type’ from the drop-down list and click ‘Continue’ button.
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Recording a ‘Payment’
29. 4. Fill in the payment details and click ‘Save’ button.
5. Click ‘Edit’ button if you wish to.
6. The payment record, thus saved, now appears on the ‘Invoice’ & ‘Order’ related list.
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Recording a ‘Payment’
30. 1. You can see ‘Pause Order’ related list on the ‘Order’.
2. Click on ‘New Pause Order’ if the customer wishes to pause for a certain time
period during the campaign.
3. Fill in the fields and click ‘Save’ button.
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Adding a ‘Pause Order’
31. 4. ‘Pause Order’ detail page appears. Click ‘Edit’ if you wish to.
5. You can see the ‘Invoice’ related list below it.
6. Click ‘New Invoice’ if you wish to create a pause order invoice.
7. The record thus saved now appears on the ‘Pause Order’ related list.
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Adding a ‘Pause Order’
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32. 7. After you click ‘New Invoice’, select ‘Pause Invoice’ from the ‘Record Type’ drop-
down list and click ‘Continue’.
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Adding a ‘Pause Order’
To create a ‘Pause Invoice’ & ‘Payment’
repeat the same steps as you do for a
normal invoice. See slide# 26 thru 30
33. 1. You can see the ‘Pause Order’ record in the ‘Pause order’ related list on ‘Order’.
2. You can see the ‘Pause Invoice’ record in the ‘Invoice’ related list on ‘Order’.
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Adding a ‘Pause Order’
34. 1. You can see the ‘Free Credit’ related list on ‘Order’.
2. Click on ‘New Free Credit’ button.
3. Fill in the fields and click ‘Save’ button.
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Adding a ‘Free Credit’
35. 4. ‘Free Credit’ detail page appears. Click ‘Edit’ if you wish to.
5. The ‘Free Credit’ record now displays on the ‘Order’ related list.
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Adding a ‘Free Credit’
37. 1. Click on the ‘Charge Back’ tab or see the ‘Charge Back’ related list on the ‘Order’.
2. Click ‘New’ or ‘New Charge Back’ button to create a ‘Charge Back’.
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38. 3. Fill in the fields and click ‘Save’ button.
4. Clicking ‘Save’ takes you to ‘Charge Back’ detail page. Click ‘Edit’ if you wish to.
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39. 5. Click on ‘New Charge Back Payment’ on the ‘Charge Back Payments’ related list on
‘Charge Back’
6. Fill in the fields and click ‘Save’ button.
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40. 7. Click ‘Edit’ if you wish to.
8. The ‘Charge Back Payment’ record thus saved now appears on the ‘Charge Back
Payments’ related list on ‘Charge Back’.
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41. 9. You can access the ‘Charge Back’ record thus saved on the ‘Charges Back’ tab or
‘Charges Back’ related list on the associated ‘Order’ page.
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43. 1. Click on the ‘DocuSign Status’ tab or see the ‘DocuSign Status’ related list on the
associated order.
2. Click on ‘New’ or ‘New DocuSign Status’.
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44. 3. Fill in the fields and click ‘Save’.
4. ‘DocuSign Status’ detail page appears. Click ‘Edit’ if you wish to.
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45. 5. Click on the ‘New DocuSign Recipient Status’ button on ‘DocuSign Recipient Status’
related list.
6. Fill in the fields and click ‘Save’ button.
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46. 7. ‘DocuSign Recipient Status’ detail page appears. Click ‘Edit’ if you wish to.
8. ‘DocuSign Recipient Status’ record now appears on the ‘DocuSign Recipient Status’
related list on ‘DocuSign Status’ record page.
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48. 1. Click ‘Reports’ tab
2. Click ‘Unfiled Public Reports’ folder in the left panel
3. Click on a Report name to view the full Report.
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Viewing Reports
49. 49
1. Click ‘Reports’ tab
2. Click ‘New Report’ button on the right side.
3. Select a ‘Report type’.
4. Click the ‘Create’ button below on the far right.
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Creating a ‘Report’
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5. If you wish to include any more columns in your report, just drag a field from
the left panel & drop it on the right side beside the other columns.
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Creating a ‘Report’
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6. After you have finished adding all the desired columns in your report,
click the ‘Run Report’ button.
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Creating a ‘Report’
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7. Click ‘Save As’ button to save the report.
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Creating a ‘Report’
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A dashboard is a graphical representation of a report.
• Click on the ‘Dashboards ‘ tab.
• Select one from ‘Find a dashboard’ drop down list.
Viewing a ‘Dashboard’
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1. Click on the ‘Reports ‘ tab.
2. Click the ‘New Dashboard’ button.
3. Select the type of representation from the ‘Components’ list on the left panel &
drop it on the right side.
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Creating a ‘Dashboard’
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4. Select ‘Data sources’ as the fields you wish to include in your dashboard & drop
them on the right side.
5. Click ‘Save’ button to save the ‘Dashboard’.
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Creating a ‘Dashboard’
