By Tom Wong, Liz Kao, Matt Kaufman
The frontrunner within the client courting administration (CRM) industry, Salesforce.com has a speedily increasing effect over the way in which businesses around the globe engage with their consumers. Salesforce.com For Dummies lends you an part in construction these relationships and dealing with your company?s revenues, advertising, customer support, and aid operations. With this obtainable advisor, you'll the best way to manage contacts, agenda company appointments, use forecasting instruments to foretell upcoming revenues, make actual tasks in accordance with prior functionality, and more.
Covers the newest improvements to Salesforce.com, the world?s most well liked consumer courting administration software program, and explains tips on how to decide on the correct configuration to fit your enterprise needs
- Written by way of Salesforce.com insiders with years of workmanship in CRM services
- information find out how to customize your procedure, prospect leads, deal with money owed and companions, enhance contacts, music items, calculate forecasts, force call for, make the most of carrier and aid, percentage insights with Chatter, improve your affiliate internet marketing, and more
- shut bargains swifter, achieve real-time visibility into revenues, and collaborate immediately with support from Salesforce.com For Dummies.
Read or Download Salesforce.com For Dummies (5th Edition) (For Dummies) PDF
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Extra resources for Salesforce.com For Dummies (5th Edition) (For Dummies)
Sample text
Logging in You log in to Salesforce just as you would any other secure website. To log in, open a browser and follow these steps: 1. com and then press Enter. com login page appears as shown in Figure 2-1. 2. Enter your username and password and then click the Login button. Your username is typically your corporate e-mail address. Select the Remember User Name check box if you want your computer to remember it. After you click the Login button, your main home page appears. 19 Chapter 2: Navigating Salesforce A task is an activity that you need to do, and it can have a due date.
Setting up a password The first time you log in to the Salesforce service, you receive an e-mail entitled Salesforce login confirmation. To set your password, follow these steps: 1. Open the e-mail and click the link provided. A page appears, prompting you to set a new password and security question. 2. Complete the fields. Be sure to select a question and provide an answer that can verify your identity if you forget your password. Use this password from now on unless your administrator resets the password.
A task record appears with details. ✓ Go to associated records: Click links in the Name or the Related To column. ✓ Complete the task and enter any details before saving: Click the X link in the Complete column. You can also use this link to update a task, but if you haven’t completed the task, remember to adjust the Status field before you save it. ✓ See more tasks: If you have several tasks in your list, the View More link appears at the bottom of the My Tasks section on the home page. Click it to see more tasks on the list.
