Salesforce has turn into a standout amongst the most well known cloud platforms for CRM. The way to its universal acceptance is the simplicity of exploring through the software. Salesforce is amazingly instinctive and can be easy to learn. Adaptability of customizing different fields for creating qualitative reports improves the overall productivity of Salesforce. For more information visit here http://www.intelligentia.co.in/basics-of-salesforce/.

1. The Basics Understanding Of Salesforce

2. Salesforce has turn into a standout amongst the most well known
cloud platforms for CRM. The way to its universal acceptance is
the simplicity of exploring through the software. Salesforce is
amazingly instinctive and can be easy to learn. Adaptability of
customizing different fields for creating qualitative reports
improves the overall productivity of Salesforce.

3. Common Terms And
Their Meanings

4. This refers to the employee who owns the record. There can be
one account owner and different users can collaborate and
work on that account.
Account
Owner

5. Account
Name
You have to enter the name of the company that you
wish to track points of interest.

6. Account
Site
It helps in recognizing and separating distinctive areas
of the Company.

7. Type
This field helps you in recognizing the asset and tagging it as a
partner vendor or customer of that organization. This further helps in
assigning the cases to right support team. This diminishes the
turnaround time for question resolution.

8. Open
Activities
This helps you in getting complete list of pending tasks
for a specific account.

9. Activity
History
This alternative empowers you to view all the communications
on the records. It issues you finish insights about client questions
and resolutions.

10. Tabs
A tab refers to distinctive segments that contain particular data that
may be needed by you on time to time premise. You can click on a
specific tab and its landing page and sub-pages.

11. Apps
Apps refer to a bunch of tabs that have been assembled together to
empower simple access of related information. Apps can be seen starting
from the drop down list on the right hand corner of salesforce.com. Apps
are amazingly useful on the grounds that they permit the users to view
just those tabs that are applicable to their scope of work.

12. Contacts
Contacts refer to list of individuals that are related to a
specific record.

13. Cases
Any customer request that is being worked upon by your
support group is termed as a case.

14. Solutions
Resolutions offered for cases are termed as Solutions.
Solutions can likewise contain a list of regularly made
inquiries for helpful reference.

15. Reports
As the name proposes, reports that refers to numerical and
factual data that helps you in analysing employee benefits,
consumer loyalty, revenue generation and so on.

16. Dashboard
The Dashboard refers to visual representation of the data that is
incorporated in your reports. Dashboards help you in picking up
a snappy review of the business.

17. Navigation

18. Tracking
of
Tasks
Undertakings refer to exercises that have been assigned to you or
exercises that you have created for yourself to finish. A task is more like
a schedule that helps you to remember things that are pending. You can
mark the task complete once you have established it, and you can also
view pending tasks or overdue as well.

19. Create
New
Records
New records need to be made when you are entering points of
interest of any case. You can create new records by clicking on
side bar option. You will need to fill in significant fields on the
records page and save it to create another record.

20. How
To Use
Dashboard
If you have a customized home page for your Salesforce version
then you will have the able to see different dashboards on your
home page. You just need to click on the name of the dashboard
that you need to view and you will have the able to see complete
visual representation of your business reports.

21. You can modify contacts, update solutions, create events,
tasks, assign them and view their status with ease using
salesforce.com

22. Read more on Salesforce:
1. How Salesforce Helps In Getting Higher Sales?
2. Top Ten Checklist For Successful Salesforce Implementation.
3. Intelligentia IT Systems: Paving Way For Salesforce Support Services

23. Thank you for Reading!
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