Basic introduction to Salesforce.com which focuses on understanding some of the common objects and how they relate to one another within the system.

1. Salesforce.com
Guidance notes for anyone just getting started with
Salesforce.com
Friday, February 19, 2010

2. Areas to consider
• Faster Internet connection speed will be essential
• Data mapping
• List Standard salesforce fields
• Data migration from old system
• Workflow rule planning
• Arrange demo of Sales genius
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Friday, February 19, 2010

3. Homework
• Read dummies guide to Salesforce.com
• Undertake the built in Salesforce.com training for
administrators. In Salesforce go to help & training link:-
• Salesforce.com Fundamentals
• Admin Fundamentals: Setup
• Admin Fundamentals: Customize
• Sales Representative Fundamentals
• Reporting Fundamentals
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Friday, February 19, 2010

4. A place for everything
& everything in its place
• Work out which data will populate the following key objects in Salesforce Leads / Accounts /
Contact
• Create spreadsheet with 3 columns for each object
• Standard Salesforce field name
• Current system field name
• Field type ( what sort of field is needed- text? tick box? Picklist etc) also include any info
such as number of characters if relevant
• As closely as possible map out SF field names with Existing field names
Highlight for each SF object which custom fields need to be created
• Start creating your custom fields in each object
• You should now have a holding place for all of your data
• You also have a data map to hand Salesforce Partner to help with the big data import
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Friday, February 19, 2010

5. Salesforce Objects
Quick Recap and supporting diagrammes
from today’s meeting
Friday, February 19, 2010

6. Lead •For each of these objects
you need to identify the
different record types
Conversion creates you will need.
• an account convert •Typically each record
• a contact type has very different
uses in your organisation
• an opportunity ( optional) and is worked with in a
different way
Account •Essentially each type
would have its own page
layout view and its own
custom fields and
Contact workflow rules
•How many different
types of account do you
need?
Opportunity
•How many different
contact types do you
need
Friday, February 19, 2010

7. Relationships between accounts, contacts
opportunities & products
Account
Contact 1 Contact 2 Contact 3 Contact 4 Contact 5
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunity
Opportunities have 3 •Information rolls up,
default stages so when you look at
Each opportunity can an account you can
Product
Product
have as many •Open see a birds eye view
products associated •Closed and won of everything beneath
with it as you like •Closed and lost it in this diagram
Friday, February 19, 2010

8. Dashboard
Report 1 Report 2 Report 3 Report 4 Report 5
Report 6 Report 7 Report 8 Report 8 Report 10
Up to 24 reports per dashboard
And you can create as many dashboards as you like!
How do you want to view your data?
Build dashboards for different teams and their data requirements.
Friday, February 19, 2010

9. Object List Views
Similar custom list views can be used to segment / re-organize
•Leads •Contacts
•Accounts •Opportunities
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Friday, February 19, 2010

10. Reports
• A more powerful way of segmenting your data than list views
• Can group by specific field
• Can then subgroup on up to 3 more fields
• Can be printed
• Data can be exported into Excel
• Can contain custom formula’s for example can be made to
add up figures, and perform summary calculations on your
data
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Friday, February 19, 2010

11. Tasks
• Can be created on the fly as you work
• Can be automatically created by a workflow rule
• Always assigned to your salesforce users
• Simplify your processes to a daily to do list that needs
to be worked through
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Friday, February 19, 2010

12. Workflow rules
• The heart of Salesforce automation
• Can automate task creation based on simple logic rules
• Can automatically fire off emails to users and to leads /
contacts when rule criteria are met
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Friday, February 19, 2010

13. Products
• A database for every product you sell
• Products can be associated with opportunities and the
total value of that opportunity will be calculated based
on the products you assign to it
• Really useful when you want to generate sales quotes
from an opportunity with associated products.
( Mailmerge for post or email template)
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Friday, February 19, 2010

14. Console view
• Enables your team to view related objects all in one
place
• For example, work through your tasks and see their
related contacts and opportunity records
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Friday, February 19, 2010

15. Events
• Diary events in a Salesforce calendar
• Invite Users, Leads or Contacts to your events
• Get email updates on who can and cannot attend.
• Events can be sync’d with Microsoft Outlook using the free
connect for Microsoft Outlook software.
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Friday, February 19, 2010