Download - Salesforce fundementals short
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Fluid Solutions for Agile Enterprise 1
Fluido Flight SchoolTM
Check In –Salesforce fundementals
Kati Suvanto
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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
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•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
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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
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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
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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
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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
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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
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Page components
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Header
Sidebar
TABs / Objects
Page
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Header
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Application ListHelp and Training
Own information, set up and logout
Global Search
Application List content depends of User Profile
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Terminology, Sidebar
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Shortcut to create new records.
NOTE always use search before crating new records to avoid duplicates
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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
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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
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Terminology, Sidebar
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Recycle Bin
All items you have deleted in last 15 days.Can be returns by select undelete.
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Home Page
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Chatter
Dashboards Dashboards depends of your profile
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Home Page
• Own Tasks and Calendar Views
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Tasks
Calendar
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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
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Modifying tabs
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Rest of the records/objects can be
viewed by pressing “ + “ at end of tab line.
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Page Layouts
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List view
Short cut to page help
Short cuts to reports and Page Tools
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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
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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
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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
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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 .
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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
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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.
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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.
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Thank you !!
Time for a take off with