Module 1 SFDC Getting Started

Module 1: Getting Started on Salesforce

Introduction Salesforce.com is a tool designed to help you better collaborate as a team to manage, support and service existing clients as well as track new business from existing clients and new prospects. This module is an overview of how to navigate Salesforce, how to search and access records, and how to view a record’s details. Note: Internet Explorer 7 is the current standard for using Salesforce.com. If you’re using a previous version of IE, your user interface will display differently.

Key Learning Points

By the end of this module, you should be able to: Get help and support for Salesforce

Access and log into Salesforce

Describe and explain common Salesforce terminology

Navigate within Salesforce Search for information

View a record’s details and related lists

Explain the fields and related lists in a record

Edit Records

Personal Settings

Salesforce Training Guide 1-2 Informatica

Salesforce Terminology

Term Definition

Lead A Lead is a person potentially interested in Informatica products uncovered through Marketing efforts.

Account

Accounts represent current customers, prospective customers and Informatica partners.

Contact

A Contact is an individual associated to an Account record.

Opportunity

Opportunities represent Informatica sales deals. Opportunities move through sales stages.

Activity

An Activity is a Task (to do) or Event (meeting) captured in Salesforce to help manage and record your key touch points with your Leads and Contacts. In addition, Emails can be tracked and stored in the application.

Report Reports are analyses of data. Reports can be created, edited, saved, printed or exported.


Navigating Salesforce

After logging into Salesforce, you land on the Home Page. From the Home Page you can view your activities, access and enter information, or jump to other areas by clicking on navigation tabs. Navigating within Salesforce is much the same as navigating other popular websites - point and click on links and buttons to access pages and information. When you first log in, you see three main areas:

1. The Home Page 2. The sidebar 3. The navigation tabs

Figure 1-1: The Home Page screen when you first log in

Navigation Tabs

Sidebar

Home Page Main Content


The Home Page

Items to Approve

The Items to Approve section tracks the open approval request assigned to you. You can:

Click on the approval request to view more details about it

Click on Reassign to assign the approval request to another user

Click on Approve/Reject to display the approval request detail page and to approve/reject the pending request

My Tasks

The My Tasks section of the Home Page lists your “to-do” items, such as follow up phone calls or other reminders. You can specify which Tasks are listed on the Home page (i.e, all open, next 7 days, etc). When a Task’s status is changed to Complete, the Task is removed from the home page automatically.

Items in RED indicate the task is overdue.

Your default view will show only your overdue tasks. To see all your tasks, change the

dropdown to ‘All Open’.

The Calendar

The Calendar section of the Home Page lists Events (such as meetings and appointments) scheduled within the next seven days. Once an Event’s date and time passes, it’s removed from the Calendar section of the Home Page. Your calendar’s Events in Salesforce can synchronize with Microsoft Outlook.

Figure 1-2: The Home Page Main Content Sections

The Activity List View

Within the Calendar section of the Home Page, you can access a complete list of all your Tasks (and Tasks you have assigned to others) in Salesforce. Click the Activity List View icon to get your activity list and easily track and manage Tasks

My Tasks


all in one place.

Tip: Start your day or week by looking at all your activities. If you bookmark the Activity List view by adding it to your internet browser’s Favorites, you can land on this page immediately after clicking on the

bookmark and logging in to Salesforce. Within the Activity List views, choose the “My Delegated Activities” view to see all Tasks you’ve created and assigned to other users.

Figure 1-3: Accessing your activity list

Figure 1-4: The Activity List view

Search

By default, the search tool looks for recently viewed records only. If when searching for a record you cannot find what you need, click on the Search All link on the left sidebar. This will expand your search to all related records.

Figure 1-5: Search All link In addition, you can click on the Options link next to the Search Again button to change your search option to either “Limit to items I own” or “Exact phrase”.

Activity List View icon


Figure 1-6: Search Option link Tip: Hover your mouse cursor over the objects on the left sidebar and pin the ones you use often. As you pin them, the objects will be moved to the top of the sidebar. Next time you search for a record, the system will remember your pinned items and will display any related records. You can always unpin the top object by selecting ‘unpin’ from the drop down arrow in the pin icon.

Figure 1-7: Pin Objects

Remove the Option link under the search box

Under the search box at the top of the page, click on ‘Options’ and select ‘Don’t show this message and link again’. Click OK; the ‘Option’ link should

no longer display on your screen.

You can only unpin the top object.


Figure 1-8: Custom Links

The Sidebar

The sidebar is a column which appears on the left side of most pages within Salesforce. It provides tools for entering or looking-up existing information.

Custom Links The Custom Links provide quick access to key areas of interest: Opportunity Pipeline is the forecasting report for the current quarter opportunities. What is Chatter directs you to more information on how Chatter works. Informatica Connect takes you to the Enablement Portal. Note: You must be on vpn to access.

Figure 1-9: Custom Links

Recent Items

The Recent Items section of the sidebar displays a history of links for quick and easy access to the last ten records, such as Accounts and Contacts that you recently created, viewed or edited. Note that recently accessed Tasks and Events do not appear in this list. Hover your mouse cursor over any link for a mini-view summary.

Figure 1-10: Recent Items

Recent Items

Mini-view


Collapse the Sidebar To collapse the sidebar click on the arrow to the right of the Informatica logo. To make it visible again, click the same arrow. This change will only apply to the tab you currently are viewing.

Figure 1-11: Collapsing the Sidebar

Navigation Tabs

Tabs run across the top of all pages. Click a tab to access the tab’s homepage which includes tools for adding, editing, and reviewing specific types of information. The tab you are currently viewing is in color, while the other tabs are light blue.

Figure 1-12 : Navigation tabs

You can personalize which tabs are visible and hidden by clicking the plus sign and clicking the orange Customize My Tabs button. From this screen you can select which tabs are visible and their order across the screen.

NOTE: The steps below showcase how to add the Console tab. The following steps are similar to adding other tabs (Chatter, Accounts, etc.):

Click to view/hide tabs


. Step

Action

1 Click on the plus (+) sign in the navigation tab.

2 Click on the ‘Customize My Tabs’ button.

3 Select Sales from the Custom App pull down menu.

4 Select ‘Console’ from the Available Tab window.

5 Click on Add.

6 Use the Up or Down buttons to arrange them in the desired order.

7 Click on Save.


With the exception of the Home and Dashboard tabs, the layout of a typical tab’s

homepage contains the following commonly used elements:

Views - Use a view to quickly pull up a filtered list of records based on specific criteria. The Views menu contains both default views and any custom views that you create. For example, you may want to create a custom view to list only “Customers” in a specific state. Note – Accessing a tab does not automatically run a list view. You must select a view from the menu for the updated list to display.

New button – Click to create a new record in Salesforce. Note, this button is not available on every tab.

Recent items- This section lists up to the last 25 records you recently viewed, created, or modified for quick access to relevant information.

Figure 1-13: A typical tab’s homepage

Navigating within a Record

All records are divided into two main parts: Record Detail and Related Lists.

Record Detail

The detail section of a record is the area at the top of the page bound by a row of buttons from above and below. It contains the most specific information to the record. The details are divided into sub-sections which can be expanded or collapsed by clicking on the arrows to the left of the section name.

Editing a Record’s Detail Section

To edit the detail section, click the Edit button and make the changes. Fields

marked with a red bar require information to be filled in. Fields with a magnifying glass require you to search for and select a specific record that already exists in Salesforce.

Access to views

Recent items

New button


To edit one field at a time, you can use in-line editing. While viewing the details of a

record, double-click the pencil that appears by the field when you roll over the field. Update the information and click the Save button at the top of the record.

Figure 1-14: A record’s detail section

Figure 1-15: In-line editing

Click to collapse/expand

sub-section

Edit button

Double-click field to update. Hit Enter to save changes.


Related Lists

Below the record’s detail section are the related lists. Related lists are summaries of information in the form of links that take you to other associated records. These related lists can be accessed via the hover links above a record’s details or by scrolling down to the bottom of the record. The available related lists vary depending on the type of record you are looking at. For example, the following are the related lists in a Contact record:

Figure 1-16: Record Related Lists

Related Lists Hover Links

At the top of the page above the record’s detail section are hover links which provide quick access to the related lists in the lower section of the page. Rather than scroll through the entire record to get to a specific related list, you can simply place your cursor over a hover link to view and manage the items in an interactive overlay of that related list. Alternatively, you can click on a hover link to jump directly down to its corresponding related list.

Figure 1-17: The Hover Links of a Contact record

Hover Links


Configuring Your Personal Setup

Configuring Your Personal Setup

To configure your personal setup click on the Setup link in the upper right corner of Salesforce.

Figure 1-18: Personal Setup Screen From here you can do many things to personalize your Salesforce settings, such as:

Change personal information: click on the Personal Information section on the left side of the page. You can edit your current personal details, set up your current time zone and language or set up email alerts.

Figure 1-19: Personal Information screen

Change your Password: Click on the Change Password button on the Personal Information page or on the Change My Password on the left side of the page.

Personal Setup options Click Setup

Click Edit


Figure 1-20: Change Password screen

Change My Display: on this page you can choose what tabs you want to see on your default page and arrange them in the desired order .

Figure 1-21: Customize My Tabs

You can also determine how a page should display in the Customize my Pages section.

The list can be reordered by selecting the Up/Down arrows, or items can be

eliminated by moving them to the "Available List."

Select a new tab and click on the Add

arrow


Figure 1-22: Change My Display

Figure 1-23: Customize Page screen

Calendar Sharing: You can share your calendar with individual users, personal or public groups, or users in a particular role. Click on the Add button, select the users you would like to share the calendar with and the access level you are grating in the Calendar Access section. Click save to activate your sharing.

Select the page you would like to customize and click Customize My Pages

The "Selected List" column shows the contents and the order of the "related lists" that will display on your page. Use the Up/Down arrows to reorder.


Figure 1-24: Calendar Sharing

You can remove added users by simply deleting them from the sharing list.

Reminders: Use this page to select and edit your task and events reminders.

Figure 1-25: Reminders screen

Select your search criteria

Select form available options. Use Add/Remove arrows to select your preferences.

Use this search option to quickly locate users in the Available list


Help & Support

In Salesforce

Help & Training link – Extensive, searchable database of various help topics and training videos

Context Help – Throughout various pages and sections within Salesforce you

will find orange circles with a white question mark which link you to context-specific help.

Figure 1-27: Salesforce Help & Support

Email Settings: Set up your default email signature

Step Action

1 On the far left, click the plus sign to the left of “Email”

2 Click “My Email Settings”

3 Choose whether or not you want to automatically BCC yourself on any email message (yes by default)

4 Enter your Email Signature

5 Click “Save”

Help & Training link


Figure 1-28: Salesforce Help & Support

Support

Send all Salesforce questions/issues to DL: Sales Systems or use the standard support email address, [email protected].

mailto:[email protected]

Module 1 SFDC Getting Started

Documents

Transcript of Module 1 SFDC Getting Started