Getting Started Navigating Salesforce Salesforce U Improved Setup

Getting Started: Navigating Salesforce @Salesforce. U

Improved Setup User Interface The Summer '13 release provides an updated interface for personal and administrative setup tasks. ü On by default for new organizations ü Opt-in for existing organizations Access Setup from the header Items have been reorganized by task type Redesigned personal settings area Enable or disable new Setup user interface at: Customize | User Interface Your training orgs will use the traditional Setup user interface.

Are You New to Salesforce? Welcome to Salesforce! § CRM: customer relationship management § Cloud: toolsets to support different areas of relationship management § Sell products § Help customers § Manage connections § Increase productivity – Co-workers § Reduce costs § Close deals – Customers § Gain visibility into service – Partners § Share with:

What Will You Find in Salesforce? Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Leads Any person, organization, or company that may be interested in your products or services. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Opportunities A potential revenue-generating event. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Accounts Customers, competitors, and partners. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Forecasts The best estimate of the revenue you can generate in a quarter. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Contacts Any individual or influencer associated with an account. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Cases A detailed description of a customer’s feedback, problems, or questions. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Solutions A detailed description of a customer issue and its resolution. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Dashboards A real-time snapshot of company metrics and performance indicators. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Activities A task or a scheduled calendar event. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Products An individual item that is sold on an opportunity. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Reports Summary and analysis of Salesforce data. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Contracts A written agreement between two or more parties. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Chatter A collaboration tool that helps you connect with other users in your organization. Reports Contracts Leads Opportunities Accounts Forecasts Products Chatter Activities Dashboards Solutions Cases Contacts

Navigating Salesforce (Here is where you can do a demonstration. )

But What if You Need More Help? Success Boost! § Use Help & Training to make Salesforce work for you! ? Help! § Navigation § Getting Started learn more Training! § Getting Started: Using the Sales Cloud

What Do You Know About Navigating Salesforce? In this course, you learned about: § § § § Basic Salesforce terminology. Home pages. Default tabs. List views. Record detail pages. Global Search. Help & Training. Now you can get started using Salesforce! SUCCESS!