Start With the Fundamentals Learn the basics and understand the tools to help you get started
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Your Getting Started with Salesforce Community Team
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Forward-looking statements
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
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Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Your getting started journey
Key objectives:
• Salesforce components
• Salesforce navigation
For Salesforce Administrators:
• Understanding Role Hierarchies
• Setting up users
• Resources and Tools
Understand the tools to help you get started and learn the basics
How many employees will
you have using Salesforce?
Poll
Learn How to Navigate Salesforce
Elements of the Home page (1) An intelligent way to start your day fast
3. News: Get insights and updates
that help you take action on your
top accounts
4. Assistant: Customized to each
sales rep, to help you focus on
what’s important each day
5. Global Search Bar: Guide you to
records in Salesforce
2. Performance Chart: Track your
performance to target
1. Navigation Menu: Located at the
top of the page, similar to the one
in Salesforce Classic
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Elements of the Home page (2) An intelligent way to start your day fast
1. Upcoming Events: View your
next five events
2. Today’s Tasks: View all the
tasks due today
3. Recently Records: See recently
viewed records
4. Top Deals: Access your top deals
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Global navigation bar features
Navigation bar: A container for a logical set of pages and functionality.
App Launcher: Users can launch a different app.
Object shortcut menu: Access most recently used (MRU) records and
selected lists.
Flexible display: Can be displayed in different ways, depending
on the application (for example, the Service Cloud console).
Navigate within an app.
Object shortcut menu
App Launcher
Current app
App Launcher View all of your applications via the App Launcher
Global Search
Recent Items: Drop-down list
of your recently-viewed items
Type-Ahead Search: Potential
matches for your search
suggested as you type
Frequently-Used Objects: Search
results show your most frequently
used objects and top results at
the top
Find what you’re looking for fast
List Views
List View Charts: Visualize your
lists on the fly with a bar or
donut chart
Filters: Anyone can add or edit a
filter with a simple, visual interface
See your data, your way, with easy filters and visualization tools
Using Setup View and Manage your Administrative setup tasks
1. Quick Access Menu: a
streamlined interface for
viewing and managing your
administrative setup tasks
2. Quick Find Search: quickly
navigate to any node using
a keyword
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Elements of the Home Page
Navigating Salesforce
Locating Setup
Demonstration
Understand Salesforce Components
The Fundamental Objects of a Sales Process
Activities
A detailed
interaction log for a
call, a follow-up task
or a calendar event.
Opportunities
Any potential
revenue-generating
sales deal or event
you want to track.
Contacts
Individual directly
associated with an
account and possibly
one or more
opportunities.
Accounts
Organization with
an established
relationship to
your company.
Leads
Any person that may
be interested in your
products or services.
Activity Management
Log a Call: Creates a Completed Task or
activity record for your users to document
communications
Be prepared for any meeting and prioritize your tasks
New Task: A Reminder, or a “To-do” activity
you assign to yourself or someone else
New Event: “Meetings” or “Appointments”
with the start / end time and a location
(eg. Sales meeting)
Activity Timeline:
• Lists incomplete Tasks and Events under
“Next Steps” and “Past Activities” below
it in chronological order
• There is a filter that allows you to show
specific Activity types and by Date ranges
The fundamental objects of a sales process Demonstration
1 Create a Lead and associate
a Task
2 Convert the Lead into an *Account,
Contact, and Opportunity
3 Track your
Opportunity through the sales
process
4 Add new related
records to Account (i.e. Cases,
Opportunities, and Contacts)
Sales Journey Demonstration
Core Salesforce Objects
(Example Sales journey)
Demonstration
Administrators: Set Up Users
Security basics for user setup
Role Hierarchy determines the
level of visibility users have to
records such as opportunities
they don’t own
Ensures that managers always
have access to the same data
as their employees
Usually mirrors your
organization's structure
You will see your own records and the records of your employees
Sales Rep
Sales Manager
CEO
Sales Rep Sales Rep
Sales Manager Sales Manager
Central West East
Steps to set up users
Create role hierarchy
Enter users
Select appropriate
profile and role
Simple Role Setup
Creation of a User
Reset User password
Deactivate User
Demonstration
Resources and Tools (Demo)
Success – Getting Started: A user’s guide
1. Click to join.
2. Update your email settings –
we recommend at least a
weekly digest.
3. Access resources to help you
get started.
4. Download files.
5. Post your questions and
comments and start
collaborating!
6. Don’t forget you can search
the feed!
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Recap What you learned:
How to Navigate Salesforce
Introduction of Salesforce components
How to navigate a typical sales process
The basics around creating your role hierarchy
How to add new users to salesforce
Resource and Tools to help you get deployed
Next steps What you should do next
Make sure you bookmarked our Success Journey Hub
page and joined our Success-Getting Started community
Download the resources document, which includes assets
shared during the series
Download a copy of this presentation
Join our four part Getting Started Series, to take you from
preparation to deployment
Resource links
Getting Started Success
Community
Help & Training
Resources Videos
Trailhead
Modules
Success Journey Hub
Getting Started Workbook
Success - Getting
Started Group
Accounts
Leads
Managing Contacts
Track your Next steps
and Past Activity
End Users:
• Lightning Experience
Video Series
• Getting Started:
Navigating Salesforce
Administrators
(above plus):
• Who Sees What
Video series**
• Getting Started:
Administering
Salesforce
* Salesforce Classic Only
End Users:
Salesforce User Basics
Administrators
(above plus):
• Salesforce Basics
• User Management
• Admin Beginner
We are here to help
Office hours (US)
Fridays, 9 a.m. (Pacific)
Have you attended or viewed one of our
webinars? Do you have a question to ask?
Do you want to listen in on questions
from customers?
Ask Salesforce Anything (APAC)
Wednesday, 2 p.m. (AEDT)
(Feel free to post questions directly on our Chatter page)
Q & A Feel free to post questions
directly in the Getting
Started Community.
Next Up: Prepare for Success Define your vision, pick your team, and plan your journey
