Salesforce TrainingBy Katie Arca

Table of Contents1. The Salesforce Flow2. Creating Leads, Contacts, Accounts, or Opportunity's3. Converting Leads3. Creating Tasks, Events and Meeting Reminders4. Using Chatter5. Using Email6. Using Files7. Using LinkedIn

The Salesforce FlowLeads - People who you could potentially do business with. People you don't have a relationship with yet.

Contact - Someone you have a business relationship with, someone you know. Possibly has bought from you in the past.

Account - A business entity. Contacts work for Accounts.

Opportunities - Sales events related to an Account and one or more Contacts.

Creating Leads, Contacts, Accounts, or Opportunity’sGo to the Leads, Contacts, Accounts, or Opportunity’s tab.

Click “new”

Creating Leads, Contacts, Accounts, or Opportunity’sFill in the necessary information.

Click “save”

Converting Leads

• Go to the Leads tab.

• Click “convert”

Converting Leads• Fill in the necessary

information.• Create a reminder.• Click “convert”

Creating Tasks, Events, and Meeting RequestsGo into the Leads, Accounts, Contacts or Opportunity's tab.

Scroll down to “open activities”Click “new task”

“new eventOr

“new meeting request”

Creating Tasks, Events, and Meeting Requests

• For Tasks and Events fill in necessary information.

• Set a reminder.• Attach a file• Click “save”

Creating Tasks, Events, and Meeting Requests• To create a meeting

request, click the calendar to choose up

to five possible meeting times.

• Press “next”

.

Creating Tasks, Events, and Meeting Requests

• Fill in the message you want to send

with your meeting request.

• Click “send”• The request will

be sent through email.

ChatterChatter can be used from almost every tab.

• Choose the Contact, Lead, Account, or Opportunity that you would like to Chatter about.

• Click “show feed”• Post, attach a file, or

create a task.

Chatter

• Chatter also has a direct messaging function.

• Go to the Chatter tab and click messages.

Chatter

• Click “new message”

• Fill in the necessary information and click send.

FilesEvery file that is uploaded can be found under the files

tab.

• Go to the files tab.

• Upload a file.• Click a file to

view/edit.

Files

• Edit, download, share, re-upload or delete file.

• To see previous versions of a file.

EmailEmails can be sent from almost any tab.

• Go to the profile of the person you would like to email.

• Scroll down to “Activity History”

• Click “send email”

• Fill in the necessary information.

• Click “send”• The email will be

sent to the persons regular email.

LinkedIn

• Choose the Contact or Lead

• Click “edit”• Fill in the LinkedIn

URL and click “save”

Admin Section

Table of ContentsAdding FieldsCustomizing PagesAssigning Salespeople

How to Add Fields Part A

• Click “set up”• Scroll down and click

“customize”• Choose the page you want to

customize.

How to Add Fields Part B

• Click “ add custom fields to__”

How to Add Fields Part C /Creating New Fields Part A

• Choose a field or create a new field by clicking “new”

Creating New Fields Part B

Select the data type and click “next”

Creating New Fields Part C

• Fill in field label and field name

• Click “next”

Creating New Fields Part D

• Make sure the lead layout box is checked

• Click “save”

Customizing Pages

• See “Creating New Fields Part A

• Click “ Customize fields” instead of “Add custom

fields”

Customizing Pages

• Scroll down to see the “Lead Detail” page and the toolbar.

• Drag and drop fields from the toolbar to the Lead Detail page.

• Click save

Toolbar

Lead Detail page

Assigning a Salesperson

• Choose the Contact, Account, Lead, or Opportunity.

• Click “change”• Fill in the name of

the new salesperson and click “save”