Salesforce Objects


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Basic introduction to which focuses on understanding some of the common objects and how they relate to one another within the system.

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Salesforce Objects

  1. 1. Guidance notes for anyone just getting started with Friday, February 19, 2010
  2. 2. Areas to consider • Faster Internet connection speed will be essential • Data mapping • List Standard salesforce fields • Data migration from old system • Workflow rule planning • Arrange demo of Sales genius Friday, February 19, 2010
  3. 3. Homework • Read dummies guide to • Undertake the built in training for administrators. In Salesforce go to help & training link:- • Fundamentals • Admin Fundamentals: Setup • Admin Fundamentals: Customize • Sales Representative Fundamentals • Reporting Fundamentals Friday, February 19, 2010
  4. 4. A place for everything & everything in its place • Work out which data will populate the following key objects in Salesforce Leads / Accounts / Contact • Create spreadsheet with 3 columns for each object • Standard Salesforce field name • Current system field name • Field type ( what sort of field is needed- text? tick box? Picklist etc) also include any info such as number of characters if relevant • As closely as possible map out SF field names with Existing field names Highlight for each SF object which custom fields need to be created • Start creating your custom fields in each object • You should now have a holding place for all of your data • You also have a data map to hand Salesforce Partner to help with the big data import Friday, February 19, 2010
  5. 5. Salesforce Objects Quick Recap and supporting diagrammes from today’s meeting Friday, February 19, 2010
  6. 6. Lead •For each of these objects you need to identify the different record types Conversion creates you will need. • an account convert •Typically each record • a contact type has very different uses in your organisation • an opportunity ( optional) and is worked with in a different way Account •Essentially each type would have its own page layout view and its own custom fields and Contact workflow rules •How many different types of account do you need? Opportunity •How many different contact types do you need Friday, February 19, 2010
  7. 7. Relationships between accounts, contacts opportunities & products Account Contact 1 Contact 2 Contact 3 Contact 4 Contact 5 Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunities have 3 •Information rolls up, default stages so when you look at Each opportunity can an account you can Product Product have as many •Open see a birds eye view products associated •Closed and won of everything beneath with it as you like •Closed and lost it in this diagram Friday, February 19, 2010
  8. 8. Dashboard Report 1 Report 2 Report 3 Report 4 Report 5 Report 6 Report 7 Report 8 Report 8 Report 10 Up to 24 reports per dashboard And you can create as many dashboards as you like! How do you want to view your data? Build dashboards for different teams and their data requirements. Friday, February 19, 2010
  9. 9. Object List Views Similar custom list views can be used to segment / re-organize •Leads •Contacts •Accounts •Opportunities Friday, February 19, 2010
  10. 10. Reports • A more powerful way of segmenting your data than list views • Can group by specific field • Can then subgroup on up to 3 more fields • Can be printed • Data can be exported into Excel • Can contain custom formula’s for example can be made to add up figures, and perform summary calculations on your data Friday, February 19, 2010
  11. 11. Tasks • Can be created on the fly as you work • Can be automatically created by a workflow rule • Always assigned to your salesforce users • Simplify your processes to a daily to do list that needs to be worked through Friday, February 19, 2010
  12. 12. Workflow rules • The heart of Salesforce automation • Can automate task creation based on simple logic rules • Can automatically fire off emails to users and to leads / contacts when rule criteria are met Friday, February 19, 2010
  13. 13. Products • A database for every product you sell • Products can be associated with opportunities and the total value of that opportunity will be calculated based on the products you assign to it • Really useful when you want to generate sales quotes from an opportunity with associated products. ( Mailmerge for post or email template) Friday, February 19, 2010
  14. 14. Console view • Enables your team to view related objects all in one place • For example, work through your tasks and see their related contacts and opportunity records Friday, February 19, 2010
  15. 15. Events • Diary events in a Salesforce calendar • Invite Users, Leads or Contacts to your events • Get email updates on who can and cannot attend. • Events can be sync’d with Microsoft Outlook using the free connect for Microsoft Outlook software. Friday, February 19, 2010