Introduction1. Salesforce is the worlds' first and most

popular CRM system headquartered in San Francisco.

2. It is one of the largest American cloud computing companies with a market capitalization of $40 billion.

3. It was founded in March 1999 by Marc Russell Benioff.

4. Salesforce.com has its services translated into 16 different languages.

1. Set up an Account

1. Set up an Account

1. An Email will be sent from Salesforce.com along with the link to activate your account.

2. The site prompts you to set a password and choose a question and answer to verify your identity in case you forget your password.

1. Set up an Account

1. Set up an Account● After making the

changes you will automatically get logged out.

● You will be then routed to the Login Page to login into the Salesforce

2. What Information is in Salesforce?An organization,

individual or Company within

Established relationship to your company

Any Point of Contact, individual or

influencer directly associated with an

account and possibly one or more opportunities

Any Person, organization or company that

maybe interested in working with your company.

Any potential revenue generated in sales

deal or event you want to track.

A detailed description of the problems,

questions & feedback from customers

Reports: A Summary &

analysis of the information in

salesforce

Dashboards: A real time snapshots of key

performance indicators. It’s made

up of group of different charts that display

report data

A Marketing project that you

want to plan, manage & track

within salesforce. Eg: direct mail

program, seminars, etc.

2. What Information is in Salesforce?

Chatter: is a collaboration tool built in sales force that help you to connect with Other users, to share your business information securely and in real time.

3. Working in Salesforce

a. How to find specific information

b. How to Add or modify information

c. How to Customize your view

a. How to find specific information

• There are several ways of finding information on the salesforce:

i. Global Search

ii. Object List View

i. Global Search

• Located at the top of the screen.

• Simplest way to find information in salesforce.

• Wildcards:Use * to match one or more characters.Use ? To match a single character.Others: AND, OR, (), “”

ii. Object List View

• It allows you to quickly view a specific set of records and some of the data associated with those records.

• Within the list you can sort by the columns, follow records, Edit records or Print List.

• It allows greater degree of accuracy than global search

ii. Object List View

b. How to Add or modify information

i.Adding A New Record:

• There are three ways:i. Click new on object home page.ii. Click new on one of the record’s related list.iii. Use an Action

OBJECT HOME PAGE

RECORD’S RELATED LIST

ACTIONS AVAILABLE

i. Adding A New Record

• Fill up all the field marked with red color. These are required fields.

• Records can be related to other records. To do this click on lookup button.

• Can Modify existing records by clicking Edit.

c. How to Customize your view

• Salesforce provides you a service that you can customize your tabs according to your needs.

• You can customize:i. Tabsii. Pages

c. How to Customize your view

How Salesforce is Useful

• Salesforce.com offers a conclusive concept to deliver an easy to use CRM Software as a service using a dynamic, scale free cloud computing approach.

• This satisfies the customer demand and leverages cost benefits for the customers of Salesforce.com.

• Salesforce does a lot to create a productive, collaborative CRM environment.

• The success of Salesforce.com is based on an excellent management, a clear company strategy and a business model, which uses cutting edge technology combined with a developer community and an easy to use platform, which is delivered in a very cost effective manner