What do I need to know to get started with Salesforce?
As you get started with Salesforce, it’s helpful to learn some key concepts and terms. They come up frequently when you interact with the product, our documentation, and our service professionals. The concepts and terms here help you understand how Salesforce works.
Where can I find the Salesforce PDF documentation?
Available in: Salesforce Classic (not available in all orgs) Available in: All editions except Database.com The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. •Adobe Reader—For viewing PDF documentation.
How do I use walkthroughs in Salesforce?
Salesforce creates walkthroughs to help you be successful with Salesforce. Before you click a walkthrough link, make sure that you have the correct user permissions and license associated with the feature. Otherwise you can’t access the proper pages in Salesforce. Then, click the link to open the walkthrough.
How do I enable improved setup user interface in Salesforce?
Note: If you receive an error message regarding insufficient privileges when trying to access your personal settings, ask your Salesforce admin to enable the Improved Setup User Interface option. If you’re an admin, from Setup, enter User Interface in the Quick Find box, then select User Interface.
What information is included in a sales force account?
When an account is added, the file only contains general information such as the phone number and webpage. When contacting any company you always try to be directed to the person who is allowed to make a decision. That is the most relevant person to speak to and his details should be added in the file. In case the decision maker is not present or able to answer the phone, try to acquire as many details of this person to add to sales force. It is possible to add more contacts to one account, since different committees might need to contact different decision makers within the same company.
What is an opportunity in Salesforce?
The main feature of Salesforce is called an ‘Opportunity’; every time someone tries to sell a service to a company, an opportunity is created. Understand that an opportunity is not a company but an option to sell something to a company. The company itself is called an ‘Account’, thus an account gets connected to an opportunity. Furthermore is there a ‘Committee’ connected to each opportunity, since someone is always trying to sell something for a specific committee. For example: two committees (e.g. an MSC and ACD) both want the same company (e.g. EY) to attend their event on different dates. Both committees will create an opportunity, under their own committee name, and add the account of EY to their opportunity. Both are now able to log their calls and report their progress in their own individual opportunity. Of course can both opportunity’s be found under the account of EY, which allows other committees to see if someone already contacted this particular company in the current year. How this exactly works will be explained in the next few chapters, below a simplified overview of Salesforce can be found.
Why is it important to log calls on Aureus?
It is very important to securely log your call, so other members of your committee, other committees and future Aureus members can see what is discussed with the company. This is also important to judge how likely the chance of success is before starting a new Opportunity. It is very important that you always log a call even if nobody picked up the phone or your contact was not able to answer at the time. The latter will show how interested a person actually is in our proposition and if it is worth the time and effort to keep persuading this contact.
Where can I find all the companies in our database?
“Accounts” is the page where you can find all the companies stored in our database. Here it is possible to easily search for companies relevant for your committee via various ways. Either browse through all the accounts available, or use a specific query in the search bar.
What is Aureus CRM?
Since 2015, Aureus is working with a CRM-system called Salesforce. This manual is meant to explain all ins and outs of the software and should enable any reader to fully understand the possibilities and capabilities that Salesforce offers. This manual will first discuss the set-up of the software and introduce all the relevant terminology which is used in Salesforce. Hereafter the most recurring tasks in the program will be explained; accompanied by screenshots and provide a step by step method to successfully complete each task.
