Salesforce Basic Navigation

2. Introduction
1. 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.

3. 1. Set up an Account

4. 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.

5. 1. Set up an Account

7. 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

8. 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.

9. 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.

10. 3. Working in Salesforce
a. How to find specific information
b. How to Add or modify information
c. How to Customize your view

11. a. How to find specific
information
• There are several ways of finding
information on the salesforce:
i. Global Search
ii. Object List View

12. 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, (), “”

13. 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

14. ii. Object List View

15. 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

16. OBJECT HOME PAGE
RECORD’S RELATED
LIST
ACTIONS AVAILABLE

17. 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.

18. 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. Tabs
ii. Pages

19. c. How to Customize your view

20. 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