Fluid Solutions for Agile Enterprise 1

Fluido Flight SchoolTM

Check In –Salesforce fundementals

Kati Suvanto

Our position in the market place

• Strong leader and No. 1 salesforce.com partner in Finland– Strong international experiences on international

businesses and projects– only salesforce partner providing authorized training in the

Nordic countries• We are profitable and business is healthly run on

incoming revenue• Currently 10 employees

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” Partnership with Fluido has made our salesforce.oom development more efficient”Janne Löytänä, Director

•Paying Customers

Salesforce.com Strong Growth In New Customers

•87,500+•87,500+

• HQ in San Fransisco• Offices in over 40 countries worldwide• 4000+ employees• Public company NYSE:CRM• 2 Million+ Users worldwide

•92,000+•92,000+

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Solutions transfering to cloud

The Cloud Computing Model

•Multi-tenant

•Automatic Upgrades

•Pay-as-you-go

•Scales with business

•5 Times Faster

•Half the Cost

•IDC White Paper sponsored by Salesforce.com: “Force.com Cloud Platform Drives Huge Time to Market and Cost Savings”, Doc # 219965, September, 2009

The World’s Leading Sales Application

•Email & •Calendaring

•Real-time Analytics

•Partner Management

•Accounts & Contacts

•Marketing & Leads

•Opportunities & Quotes

•Workflow & Approvals

•Mobile

•Social Monitoring•Jigsaw Clean Data

What Do we get ?Customers Succeed Across Every Major Metric

Source: Salesforce.com Customer Relationship Survey conducted April 2011, by an independent third-party, MarketTools Inc., on 4,500+ customers randomly selected. Response sizes per question vary.

Average Percentage Improvements Reported by Customers

Salesforce.com

• You can log in from Salesforce.com page and you will find latest updates

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User Rights and visibility

• Company standard sharing rules• Roles

– Defines the hierarchical access to information• Profiles

– Defines what access rights User has for objects and files– For different purposes can be define different page layouts

based on profiles– File level visibility

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Visibility to information

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You can widen the user company visibility by sharing rules, but not limit

Role visibility

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Company

Country/ Division

Area / Department

Team 1

Team 1

Area / Department

In Role the default is, that upper Role in the hierarchy has visibility to all underneath record information but NOT for same level information.

NOTE this can be widen by sharing rules

Page components

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Header

Sidebar

TABs / Objects

Page

Header

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Application ListHelp and Training

Own information, set up and logout

Global Search

Application List content depends of User Profile

Terminology, Sidebar

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Shortcut to create new records.

NOTE always use search before crating new records to avoid duplicates

Terminology, Sidebar

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Recent Item

List of the 10 latest record you have usedFrom the icon you will see what kind of record it isMouse over show the details of the record

Terminology, Sidebar

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Custom Links

Administrator can add links to documents, web pages etc.

Messages and Alerts

Administrator can use this to inform all users

Terminology, Sidebar

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Recycle Bin

All items you have deleted in last 15 days.Can be returns by select undelete.

Home Page

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Chatter

Dashboards Dashboards depends of your profile

Home Page

• Own Tasks and Calendar Views

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Tasks

Calendar

Applications

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TAB

Home Home page, chatter, charts, tasks calendar

Chatter Internal media for sharing and following information

Leads Sales Leads from different sources

Accounts Accounts = Company information

Contacts Contact information for Accounts

Opportunities Sales opportunities

Dashboards Dashboards for following up the status of the issues

Documents Documents saved to system

Products Products that are can be linked to opportunities

Reports Reports

Modifying tabs

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Rest of the records/objects can be

viewed by pressing “ + “ at end of tab line.

Page Layouts

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List view

Short cut to page help

Short cuts to reports and Page Tools

Views

• Every record page same list view functions

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Recent “Records”

List of last open and edited records

You can create new views for your self

Usage

• If you click other tab, link with out saving, data is not stored

• Your and your colleagues search list and results are not identical– User rights– Own information first– Most used

• Use Printable view if you need to print something

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How to use browser based solutions

Right Mouse Click

Right Mouse Click

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How to use browser based solutions

Right Mouse Click

Right Mouse Click

Global Search

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With Search Options you can limit your search results (make it quicker)NOTE system remembers you options and uses them as long you change them

Search Results

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NOTE search results orders are optimized based on user own usage and user rights. There for you can get different kind of views with same search results .

Record page parts

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Record Page

Related lists

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How to navigate Chatter and Following

Top of the record pages you have Chatter feed related to this recordYou can hide it or Mark Follow or remove from following.

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Standard icons and marksRED line before field mar it as mandatory field

Look up to other record

Standard List view lookup

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How to navigate Chatter and Following

From the triangle icon you can hide or show page details

Hover over the mark and you get filed level help text

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Standard Buttons

Make total clone of the record.Remember to change fields that need to be changed

At contact page you can ask the contact update their own information

Save and new will keep the look up and other information same as in this original

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Customizing record page

By selecting Customize page you can defined what related list you will see on related to this record.

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Customizing record page

Printable view open new window where you can print the view.

NOTE not all pages has printable view

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How to navigateHover over

Top of the record page are links to related listsHovering over will open the window for content

Object linkages

• Objects can be linked to each other via

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Opens the look up window to related records* Asterisks match one or more characters at the middle or end (not the beginning) of your search term.? Question marks match only one character in the middle or end (not the beginning) of your search term.

History and System information

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Under each page you have system information of creation and last modified information

If Record has history tracking enable one of the related lists shows the change history of the records and old values.

Thank you !!

Time for a take off with