Using Everyday Salesforce Operations - dummies

Using Everyday Salesforce Operations

By Liz Kao, Jon Paz, Matt Kaufman, Tom Wong

Part of Salesforce.com For Dummies Cheat Sheet

Salesforce was built by salespeople for salespeople. Here’s how to use the day-to-day Salesforce operations in the most efficient way possible so that you can devote your time to selling:

  • Track a prospect. Select the Create New Lead item in the sidebar, fill in the record, and then click Save.

  • Track a company. Select the Create New Account item in the sidebar, complete the record, and then click Save.

  • Set up parent/child relationships. Create records for parent and child accounts. Click the Edit button on a child account and use the Lookup icon next to the Parent Account field to associate the parent, so you can get a visual display of an organization’s corporate structure. Then click Save to reunite the family.

  • Track a person. Go to an Account detail page where the person is employed, and select the Create New Contact item in the sidebar. Fill in the record and then click Save.

  • Establish organization hierarchies. Create records for contacts of an account. Click the Edit button on a contact record and use the Lookup icon next to the Reports To field to associate the manager. Then click Save.

  • Add a deal. Go to an Account detail page for the related customer and select the Create New Opportunity item in the sidebar. Complete the fields — including the Stage and Close Date fields — and then click Save.

  • Set up a task. Go to a related record detail page (such as a contact or account) and select the Create New Task item in the sidebar. Complete the fields and then click Save.

  • Log a call. Go to a related record detail page and click the Log a Call button in the Activity History related list. Complete the fields and then click Save.

  • Send an email. Go to a related record detail page (such as a contact or lead) and click the Send an Email button in the Activity History related list. Complete the fields and then click Save.

  • Access sales collateral. Click the Content tab, enter keywords, and then click the Find Document button to search for matching documents.

  • Manage a campaign. If you have campaigns and the proper permissions, click the New Campaign button on the taskbar. Fill in the fields and then click Save.

  • Initiate a customer service inquiry. Go to a related record detail page (such as an account or contact) and then select the Create New Case item in the sidebar.

  • Create a reusable focus list. Click a relevant record tab and click the Create New View link in the corresponding Views section. Complete the settings for the view and then click Save.

  • Create a report. Click the Reports tab and click the Create New Custom Report button. Follow the steps through the wizard and then click the Run Report button when ready.

  • Export a report. Go to a report and click the Export to Excel button. Follow the steps to export the report.

  • Merge duplicate records. On a Lead detail page, click the Find Duplicates button. For merging accounts, click the Merge Accounts link in the Tools section on the Accounts home page. For merging contacts, go to an Account detail page and click the Merge Contacts button in the Contacts related list. In each situation, follow the steps in the Merge wizard for that specific object to complete the operation.

  • Transfer a record. Assuming that you have transfer rights, go to a record detail page and click the Change link in brackets next to the Owner field. Complete the fields and then click Save.