Introduction1. Salesforce is the worlds' first and most popular

CRM system headquartered in San Francisco.

2. It is one of the largest American cloud

computing companies with a market

capitalization of $40 billion.

3. It was founded in March 1999 by Marc Russell

Benioff.

4. Salesforce.com has its services translated into

16 different languages.

1. Set up an Account

1. Set up an Account

1. An Email will be sent from Salesforce.com along

with the link to activate your account.

2. The site prompts you to set a password and

choose a question and answer to verify your

identity in case you forget your password.

1. Set up an Account

1. Set up an Account

● After making the

changes you will

automatically get

logged out.

● You will be then

routed to the Login

Page to login into the

Salesforce

2. What Information is in Salesforce?An organization,

individual or

Company within

Established

relationship to

your company

Any Point of Contact,

individual or

influencer directly

associated with an

account and possibly

one or more

opportunities

Any Person,

organization or

company that

maybe interested

in working with

your company.

Any potential revenue

generated in sales

deal or event you want

to track.

A detailed description

of the problems,

questions & feedback

from customersReports: A

Summary &

analysis of the

information in

salesforce

Dashboards: A real

time snapshots of key

performance

indicators. It’s made

up of group of different

charts that display

report data

A Marketing

project that you

want to plan,

manage & track

within salesforce.

Eg: direct mail

program,

seminars, etc.

2. What Information is in

Salesforce?

Chatter: is a collaboration tool built in sales force

that help you to connect with Other users, to share

your business information securely and in real time.

3. Working in Salesforce

a. How to find specific information

b. How to Add or modify information

c. How to Customize your view

a. How to find specific

information

• There are several ways of finding

information on the salesforce:

i. Global Search

ii. Object List View

i. Global Search

• Located at the top of

the screen.

• Simplest way to find

information in

salesforce.

• Wildcards:

Use * to match one or

more characters.

Use ? To match a single

character.

Others: AND, OR, (), “”

ii. Object List View

• It allows you to quickly view a specific set

of records and some of the data

associated with those records.

• Within the list you can sort by the

columns, follow records, Edit records or

Print List.

• It allows greater degree of accuracy than

global search

ii. Object List View

b. How to Add or modify

information

i.Adding A New Record:

• There are three ways:i. Click new on object home page.

ii. Click new on one of the record’s related

list.

iii. Use an Action

OBJECT HOME PAGE

RECORD’S RELATED

LIST

ACTIONS AVAILABLE

i. Adding A New Record

• Fill up all the field

marked with red

color. These are

required fields.

• Records can be

related to other

records. To do this

click on lookup

button.

• Can Modify existing

records by clicking

Edit.

c. How to Customize your view

• Salesforce provides you a service that

you can customize your tabs according to

your needs.

• You can customize:i. Tabs

ii. Pages

c. How to Customize your view

How Salesforce is Useful

• Salesforce.com offers a conclusive concept to deliver an easy to

use CRM Software as a service using a dynamic, scale free cloud

computing approach.

• This satisfies the customer demand and leverages cost benefits for

the customers of Salesforce.com.

• Salesforce does a lot to create a productive, collaborative CRM

environment.

• The success of Salesforce.com is based on an excellent

management, a clear company strategy and a business model,

which uses cutting edge technology combined with a developer

community and an easy to use platform, which is delivered in a

very cost effective manner