Welcome to Salesforce Basics for the Accidental Administrator!

The webinar will begin shortly.

Presenter: Carolyn Fischer, CRM Administrator at Idealist Consulting

Introduction

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 BarLocated in the top center of your Salesforce.com Organization to find information such as Leads, Accounts, Contacts, Opportunities, Campaigns, Reports, etc.

2Tabs (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 RelationshipsThis gives you an overview of the basic objects and how they relate to each other.

LeadsA 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

DashboardsA 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