salesforce template

8/22/2019 Salesforce Template

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Copyright 2009 Blue Mango Learning Systems

Salesforce Template


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1 Getting Started

1.1 Logging in 5

1.2 Setting your time zone 7

1.3 Setting reminders 10

1.4 Set email signature and BCC yourself 13

2 Customizing Your Salesforce.com Experience

2.1 Customizing the tabs you see 17

3 General Usage

3.1 Creating new items 20

3.2 Accessing recent items 24

4 Searching

4.1 Using filter criteria 27

5 Views

5.1 What is a View? 31

6 Leads

6.1 Creating Leads 33

7 Accounts

7.1 Creating a new account 37

7.2 Creating an opportunity from a contact 41

7.3 What should I do if I see a duplicate? 46

8 Reports


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8.1 Customizing an existing report 52


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Getting Started

Salesforce Template - 4 Blue Mango Learning Systems: Made with ScreenSteps
http://www.screensteps.com/http://www.screensteps.com/


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Logging in

Select Customer Login

Go to http://salesforce.com and click Customer Login.

http://salesforce.com/http://www.screensteps.com/http://www.screensteps.com/http://salesforce.com/


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Enter Information and Login

Check Remember User Name to save having to re-enter your user name in the future.



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Setting your time zone

Select Setup

Select Personal Information

Select My Personal Information (1) and then Personal Information (2).



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Check and Edit

Check your Time Zone setting. If it isn't correct then select Edit.



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Set Time Zone and Save

Scroll to the bottom of the page, select your Time Zone and select Save.



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Setting reminders

Select Setup



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Set Reminder Preferences

Select My Personal Information (1) > Reminders (2).

Set your reminder preferences (3).



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Test Reminders

Select Preview Reminder Alert to test your reminders. You should see the reminder pop-updisplayed. If you cannot see the reminder pop-up then your pop-up blocker maybe preventing your

Salesforce reminders from displaying properly.

Select Save



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Set email signature and BCC yourself

Select Setup



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Set Email Preferences

Select Email (1) > My Email Settings (2).

Update your email name and address (3).

Set Automatic Bcc (4) if you would like Salesforce to automatically send copies of all emails to yourown email application (e.g. Outlook).



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Customize your signature (5). This will be use in all emails that are sent from Salesforce.

Once you are done select Save (6).



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Customizing Your

Salesforce.com Experience



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Customizing the tabs you see

Edit Tabs

Click on the + icon to edit tabs.

Click on Customize My Tabs



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Customize Tabs

From this screen you can customize the tabs that appear and the order that they appear in.

Once you have finished customizing the list of tabs in the right column, click Save.



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General Usage



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Creating new items

You can create new items in Salesforce in a number of ways.

Using the Global "Create New" menu

Just about every section of Salesforce.com displays the Create New menu. Use this menu to

quickly create any type of new item.



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Quick Create

Each item tab has a Quick Create form in the sidebar.

For example, if you are on the Opportunities tab you can use the Quick Create form to create a

new Opportunity.



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The "New" Button

You can also create a new item by clicking the New button that appears in the Recent menu for the

current item tab.



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The New button displays a detailed form for entering item information.



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Accessing recent items

Salesforce.com helps you keep track of items you are working by displaying lists of recent items.

The Global "Recent Items" Menu

Most screens in Salesforce.com display the Recent Items menu (1). This is a list of recent items

from all categories (e.g. Leads, Contacts, etc.).

Hovering over a recent items with the cursor will display a window with details on the item (2).



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Recent Items

Each item tab also has a list of recent items for that specific category. Here you can see a list of

recent opportunities.



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Searching



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Using filter criteria

The Search Box

The search box allows you to quickly search your Salesforce data by entering a search term.

As you type, Salesforce will display recent items (1). Click the Search button to view all search

results (2).



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Search Results

Filtering on additional criteria

If you would like to limit the areas of Salesforce that are searched click on Search Options.



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Check the boxes next to the categories you would like to search (1) and click Search (2).



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Views



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What is a View?

A view is a set of search conditions that display items that match the search conditions. Forexample, a view of contacts that have "Birthdays This Month" would filter your list of contacts based

on a search for birthdays falling on a day in the current month.

By default, Salesforce.com includes a number of views for each category of items.

Views Included With Salesforce.com

Here you can see a list of views for Contacts. Selecting any of these views and pressing the Go

button will display a list of contacts that has been filtered based on the search conditions assigned

to the view.

The list of views can be edited so your list may not look exactly the same.



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Leads



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Creating Leads

Create Lead

You can create a new lead by doing one of the following:

1) Use the global Create New menu.



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2) Use the Quick Create sidebar item while viewing the Leads tab.

3) Click the New button next to the Recent Leads section of the Leads tab.

Fill in Lead Information

Fill in the details for the lead.



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Save

When you have finished entering the details for the lead, click the Save button.



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Accounts



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Creating a new account

Search for Existing Account

Before you create a new account, search to see if the account already exists.



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Create the Account

Depending on the screen you are currently viewing you will have different options to create a new

account. The Create New... menu (1) will usually be available. Alternatively you can use the New

button (2) or the Quick Create form (3).



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Enter Account Information



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Save the Account

After you have finished filling in the new account information, click the Save button to create the

account.



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Creating an opportunity from a contact

Locate Contact

Locate the contact you would like to create an opportunity for and click on it in order to view details.



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Create Opportunity

Click on the New Opportunity button to create a new opportunity for the account associated withthe contact.



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Fill in Opportunity details

Fill in the Opportunity details.



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Save

Click Save when you have finished filling in all of the details.



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The Result

You now have a new Opportunity for the account.



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What should I do if I see a duplicate?

If you find two or more accounts for the same organization then you can use the Merge Accountstool to merge the accounts into one.

Duplicate Accounts

If you find two accounts for the same organization then you can merge them into a single account.



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Merge Accounts Tool

From the main Accounts screen (1), click on the Merge Accounts link (2) under Tools.



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Search for Accounts

Begin by searching for the duplicate accounts. Enter the account name and click Find Accounts.

Select Accounts to Merge

After clicking on the Find Accounts button a list of accounts will appear. Select all of the account

records that you would like to merge into one (1). Click Next to continue (2).



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Select Master Record and Choose Which Data To Keep

Now you will choose which information should be used when merging the accounts into one. Begin

by selecting the Master Record (1). The Master Record is the one that will remain after the merge is

complete.

Next, specify the data to be used when merging by select the appropriate radio box (2).

Merge

After you have finished selecting the data you want to keep, click the Merge button.



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The Result

The records have now been merged and you no longer have any duplicates.



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Reports



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Customizing an existing report

Locate Report You Would Like to Customize

From the Reports tab, locate the report you would like to customize. Click on the report to view the

details.



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Customize the Report

From the report details page, click the Customize button.



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The Report Editor

After clicking customize, the reported editing screen will appear.



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Customize

Make any customizations you would like. For example, you might add an additional column to the

results that are returned.



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Save the Report

Once you have finished making the customizations, click the Save button to save your copy of the

report.

Name Your Report

Name your new report and click the Save button.



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Close the Report

After saving the report you can Close the report editor.

You will be asked to confirm that you want to close the report. If you haven't made any further

changes you can click the Close button.



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The Result

Your new report will now appear in the list of available reports.

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