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Welcome to Salesforce Basics for the Accidental Administrator!
The webinar will begin shortly.
Your Presenters
Aja McClanahan
Kirsten KippenMarketing Manager
Michael Smith Jon Palmer
Who we are
• Headquartered in Portland since 2006• Over 700 projects to date• Founded by Peace Corps business
development Volunteer • Top-rated consulting firm on AppExchange
Agenda
• Salesforce Introduction
• Standard Objects- Leads, Accounts, Contacts and
Opportunities
• Navigation, List Views and My Settings
• Leads and Sales Management (DEMO)
• Activity Management & Email Communications
• Advanced Configuration
• Wrap Up
Intro to Salesforce: Standard Terms & Definitions
CRM: A definition
• Customer Relationship Management– Is a disciplined business strategy to create and
sustain long-term, profitable customer relationships
– Salesforce.com is a Customer Success Platform
Salesforce Clouds and Editions
• Clouds- Sales Cloud, Service Cloud, Marketing Cloud and Analytics Cloud
• Editions- Group, Professional, Enterprise, and Unlimited
Definitions
1 Search Bar Located in the top center of your Salesforce.com Organization to find information such as Leads, Accounts, Contacts, Opportunities, Campaigns, Reports, etc.
2 Tabs (or Objects)
The core navigation within Salesforce.com are the ‘tabs’ at the top of the page. Tabs contain Contacts, Accounts, Opportunities, etc..
3 Tasks A way to track activities in salesforce.com. Calls, emails, meetings, etc..
Data Relationships This gives you an overview of the basic objects and how they relate to each other.
Leads A lead object is a person or a company that might be interested in your product or service; for example, someone a rep met at a conference or who filled out a Web form.
Accounts An organization, company, or partner that you want to track — for example, your customers/clients, vendors, and partner organizations
Contacts Employees / Individuals associated with an account.
Opportunities Product sales, fee-for-service activities, or any other financial transaction.
CampaignsCampaigns are a series of tactics and/or programs designed to achieve a certain organizational objective. Types of Campaigns might include tactics like mass email, events, direct mail, and advertising.
Reports Standard and Custom Reports
Dashboards A visual representation of your report data. It gives you a real-time snapshot of your outcome measurements and key evaluation indicators.
Live Demo Topics
• Navigation, List views and My Settings
• Standard Objects- Leads, Accounts, Contacts and Opportunities
• Lead and Sales Management Scenario
• Activity Management & Email Communications
• Wrap Up
• COMING UP….
Lead and Sales Management Demo
1. You return from a trade show and are ready to import your list of leads.
2. Qualify and Route Leads Lead Conversion
3. Look at Accounts and Contacts
4. Start Managing your pipeline- Opportunities stages; validation rules
5. Use Activities and Email templates
Advanced Configuration1. Custom Fields
2. Record Types and Page Layouts
3. Workflow Rules1. Field Updates2. Email Alerts3. Tasks4. Time based Rules
4. Validation Rules
Agenda – Day 2
• Email Templates
• Campaigns
• Mass Email Contacts
• Reporting/Dashboards
• Support
• Q & A
• AppExchange• Help and Training • Local User Groups
Email Service Providers Comparison Report
Where to Find Support
https://success.salesforce.com/userGroups
Local Salesforce User Groups
