@salesforceu getting started: navigating salesforce

@SalesforceU

Getting Started:Navigating Salesforce

Improved Setup User Interface

Items have been reorganized by task type

Enable or disable new Setup user interface at:

Customize | User Interface

The Summer '13 release provides an updated interface for personal and administrative setup tasks.

On by default for new organizations

Opt-in for existing organizations

Your training orgs will use the traditional Setup user interface.

Redesigned personal settings area

Access Setup from the header

CRM: customer relationship management Cloud: toolsets to support different areas of relationship management

Sell products

Manage connections

Close deals

Help customers

Increase productivity

Reduce costs

Gain visibility into service

Share with:

– Co-workers

– Customers

– Partners

Are You New to Salesforce?

Welcome toSalesforce!

What Will You Find in Salesforce?

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Leads

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Any person, organization, or company that may be interested in your products or services.

Opportunities

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

A potential revenue-generating event.

Accounts

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Customers, competitors, and partners.

Forecasts

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

The best estimate of the revenue you can generate in a quarter.

Contacts

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Any individual or influencer associated with an account.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Cases

A detailed description of a customer’s feedback, problems, or questions.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Solutions

A detailed description of a customer issue and its resolution.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Dashboards

A real-time snapshot of company metrics and performance indicators.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Activities

A task or a scheduled calendar event.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Products

An individual item that is sold on an opportunity.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Reports

Summary and analysis of Salesforce data.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Contracts

A written agreement between two or more parties.

Chatter

Reports Contracts Leads Opportunities Accounts

Products Forecasts

Activities Dashboards Solutions Cases Contacts

Chatter

A collaboration tool that helps you connect with other users in your organization.

Demo: Navigation Salesforce CRM

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

Success Boost!

But What if You Need More Help?

? learn more Training! Getting Started:

Using the Sales Cloud

Use Help & Training to make Salesforce work for you!

Help! Navigation Getting Started

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!

What Do You Know About Navigating Salesforce?

SUCCESS!