introto salesforce with star wars help
DESCRIPTION
This is a training that I created for Spark staff to use to learn some of the basics of salesforce. The formatting is a little off on slideshare, so if you're interested in the correctly formatted version, check is out here: http://kevinverhoff.com/portfolio/TRANSCRIPT
Salesforce: an introduction
Objectives
SSMWBATCreate Accounts, Contacts, Leads and Campaigns on Salesforce
Define Accounts, Contacts, Leads, and Campaigns
Use various Salesforce functions to track and plan recruiting campaigns
Utilize the BCC function and log calls Log calls
The possibility of successfully navigating Salesforce is approximately 3,720 to 1.
Agenda Getting started
Logging in to Salesforce Taking a look around
An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and campaigns Tracking
Conclusion: What’s Next More about Campaigns Basics of reports Deciding what to do
A lot to learn, there is
Logging into Sparkforce1. Receive your password: you will receive an email from Salesforce with an auto-generated
password2. Login to Salesforce at: www.salesforce.com Your Salesforce username is your email address3. Create a new password: When you login for the first time, you will be asked to create a
password.
If you don’t have your salesforce accounts yet, use mine:U: [email protected]: *****
IT’S A TRAP!
The Main Page Access to EVERYTHING!
Agenda Getting started
Logging in to Salesforce Taking a look around
An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and
campaigns Tracking
Conclusion: What’s Next More about Campaigns Basics of reports
Beep Beep Boop!
Some Terms (called “Objects”)
How it all works: Accounts, Leads, Contacts
How it all works:Campaigns
SP 2012 Alderaan Campaign
FA 2012 Alderaan Campaign
FA 2012 Tattooine Campaign
So…What’s what?
1. Account2. Campaig
n3. Contact4. Lead
a. A person we don’t know
b. A way to bring together different types of accounts and leads
c. An organization (Business, School, etc)
d. A person we know (a mentor, student, teacher, etc)
Creating and Finding Objects
Exploration Contact: John **** Lead: Alexys *** Account: Oaklandish Campaign: Spring 2013 San Francisco
Program“Aren’t you a
little short for a
stormtrooper?”
Leads vs. Contacts
Converting Leads
Convert Leads You Can
Account, Contact, Lead, or Campaign?
A Bit Of Practice
1. Create a Contact for Yourself2. Use the Account: “Spark Bay Area”3. Look up the following “objects”.
1. Sarah ***2. Jess ***3. Mariana ***4. Check out other accounts,
contacts, and leads – How do they all fit together?
Agenda Getting started
Logging in to Salesforce Taking a look around
An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and campaigns Tracking
Conclusion: What’s Next More about Campaigns Basics of reports Deciding what to do
Salesforce keeps track
Logging Activity Activities
Calls In-Person Meetings E-mails
You wanna be a mentor?
Great!
Using BCC
How to log calls manually
1. Go to the Contact’s or Lead’s Page2. Scroll down to “Activity History” 3. Click “Log a Call”
Agenda Getting started
Logging in to Salesforce Taking a look around
An Overview of recruiting How it all fits together Creating and finding accounts, contacts,
and campaigns Tracking
Conclusion: What’s Next More about Campaigns Basics of reports
We’re at the end. Now it’s time to
destroy the Death Star!
We Just Conquered…
1. Create Leads for “new people”2. Convert them to contacts when they respond
to your messages3. Keep track of your phone calls/e-mails/etc with
them
The next thing to conquer…
Using Campaigns Categorizing Potential
Mentors Using reports to
prioritize action
Other Salesforce Jedi Tools
http://www.youtube.com/sparkforcetrainingVideos on everything Spark-
Salesforce Related
Salesforce Program Manual on the ServerPretty much has everything you could
want!
Spark Staff!I’m glad to help!Our Jedi Master, Kelly Dwyer (kdwyer) in ChicagoAlso Chicago Jedi Knight, Taylor Sawyer (tsawyer)
You are now a Salesforce Jedi!