Getting started with salesforce crm navigation

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By the end of this course, you will be able to:

Log into the Sales force CRM application. Describe the basic terminology of Sales force

navigation. Navigate Sales force CRM applications. Utilize Global Search to find records, files, and people. Customize basic application settings. Find additional Sales force Help & Training.

Learn to navigate Sales force CRM and build lasting customer relationships.

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Trailhead - Navigate the Sales force Advantage

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Successful CRM involves:• Marketing to your customers.• Generating Sales.• Providing excellent customer service.

The World’s Most Complete CRM Application CRM is about managing

successful relationships with your customers, including potential customers.




Main Menu






Logging into Sales force for the First Time





Standard Log in Procedure


Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help

& Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of

Investigation Click Here to Finish






Salce force Terminology and icons





Summary and analysis of Sales force data.

A written agreement between two or more parties.

Reports:

Contracts





Any person, organization, or company that may be interested in

your products or services.

A potential revenue-generating event.

Leads

Opportunities





Customers, competitors, and partners.

The best estimate of the revenue you can generate in a quarter.

Accounts

Forecasts





Any individual or influencer associated with an account.

A detailed description of a customer’s feedback, problems, or questions.

Contacts

Cases




A detailed description of a customer issue and its resolution.

A real-time snapshot of company metrics and performance indicators.

Solutions

Dashboards


A task or a scheduled calendar event.

An individual item that is sold on an opportunity.

Products

Activities

Logging into Sales force for the First Time

Tabs & Pages Click on a tab to navigate to that home page. Each home page is the starting point for

working with that object or application. NOTE: Each Home

page layout is very similar, so you only need to understand one to

understand them all.


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Additional Tabs Click All Tabs to view additional tabs. Click the name of a tab to open its home page. to Add Available Tabs the Selected Tabs list Click and save. My Customize Tabs to add tabs to your default tab display.


Collapsing the Sidebar





Navigating List Views What is a view?• You can use list views to see a specific set of records.• A view is a list of records that match a specific set of

criteria.• Each object has several default views and you can

create your own custom views.

We have +4 Experienced Sales force Certified Trainers.

CONTACT US For Additional Assistance , Course Details, Demo and Batch Scheduling

Information, Get the details from








MAXONLINETRAINING.COMUSA : +1 940 440 8084

IND : +91 953 383 7156E-Mail ID : [email protected]

Visit : www.maxonlinetraining.com

mailto:[email protected]


Getting started with salesforce crm navigation

Education

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