Building a Salesforce Demo Add data that gives personalised touches to the client e.g. accounts or products that relate to their story. Create records and data throughout to tell the customer story Remove any fields/related lists that are not relevant for demo Show records with accurate data and relevant related records
Full Answer
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How can I use Salesforce?
System requirements and considerations
- Connected with a production Salesforce account that has API access enabled.
- Permission granted to the Power BI app during sign in.
- The account has sufficient API calls available to pull and refresh the data.
- A valid authentication token is required for refresh. ...
- The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.
What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
How do I demo in Salesforce?
0:224:55Salesforce Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what goals need to be hit in the dashboard tab everything from open cases to case types andMoreAnd what goals need to be hit in the dashboard tab everything from open cases to case types and cases closed are viewable. And simple and easy to view charts.
How do I rock my next demo in Salesforce?
6:4638:36How to Rock Your Next Presentation and Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis is a sneak peek. Into kind of how we build our decks here at Salesforce. And this is one of ourMoreThis is a sneak peek. Into kind of how we build our decks here at Salesforce. And this is one of our keynotes from the past. And you can see you know we've got our title.
How do you make a technical demo?
I've put together a quick guide based on my experience and the feedback I received that can help you ensure your demo is successful.Bounce the idea off people representative of your audience. ... Explain the problem. ... Explain how your approach solves that problem… ... … ... Provide a step-by-step walkthrough of your code.More items...•
What is the main reason to include a demo in your presentation?
1What is the main reason to include a demo in your presentation? A. People learn from a demo because they can see how something is actually done.
How do I prepare for a teaching demo?
Preparing for the Teaching DemonstrationFollow Instructions. If you are given instructions by the department on the type of audience you are to be teaching, follow the instructions. ... Do Some Research. ... Cover the Appropriate Amount of Material—Less IS More. ... Engage Students in the Classroom.
How do I start a demo?
9 proven tips on how to give demo to clientKnow your product.Do the research.Craft your offer.Choose the best tool to connect with your prospect.Have a plan.Rehearsal is the key.Confirm the call.Before you start.More items...•
How do I give a demo?
Tips to help you pull off the perfect product demoKnow as much about your customer as you do about your product. Knowing your product inside and out is only half the battle. ... Ask, then tell. ... Customize your demo to tell your customer's story. ... Use visuals to demonstrate potential.
How do you introduce a demo?
Plan to have three clearly defined parts:Before the demo: Briefly introduce yourself and your company. Set the context or background for the demo. ... The demo: Conventional advice is to start with your best or strongest components. ... After the demo: This is where you briefly reiterate what makes your product great.
How do you write a demo script?
Preparing your demoDefine the main message that you want to convey. ... Create a story. ... Write a step-by-step demo script. ... Define a WOW moment. ... Make great complementary slides. ... Have a backup plan in place. ... Be prepared for questions. ... Rehearse to exhaustion.
How do I make a project demo?
How to give a demonstration that helps convince a customer to actually buy the product.Customize your demo. Every customer is unique, so every demo should be uniquely matched to that customer. ... Tell the customer's story. ... Rehearse, rehearse, rehearse. ... Test everything beforehand. ... After the demo, close the deal.
How do I request a product demo?
What Your 'Request a Demo' Page Should IncludeA clean and simple look.A simple form.A phone number for an alternative form of contact.Social proof to provide credibility.A video, bullet points, or another short message saying what they will learn in the demo.
Part One
Follow a sales rep as she flies through her day on a mobile device. See how you can boost sales productivity by bringing email, calendar, and CRM together with Salesforce. Get ready to spark user adoption as you run your business from your phone.
Part Two
Maximize productivity with optimized work areas for inside sales and field sales. Reach your prospects faster, build better relationships and convert more leads with built-in sales insights, coaching, marketing visibility, task automation and a streamlined user interface.
Part Three
Stay connected to all the details you need to win more — including team activities, competition, quotes and more. Collaborate better while minimizing data entry and email.
Part Four
Unlock AI-driven insights into your forecast and team’s opportunities. Leverage preconfigured dashboards that focus on whitespace, activity and trending. Personalize your view of Salesforce with a drag-and-drop page editor.
The Right Framework
Every great presentation rocks to this beat: It leverages the right framework, uses effective slides, and has a focused demo.
Effective Slides
Now that we have a good idea about how to structure our presentation to be most impactful, let’s dive into some handy tips on slides.
Focused Demo
As a Salesforce Admin, being able to deliver a solid demo will give you a huge leg up. Whether it’s to get buy-in from executives on your next big project or train end users on a new feature or app you’ve built, delivering a successful demo is key.
Practice Makes Perfect
Share with us when and where you will put these best practices into action!
Track Progress with Burndown Lists
By now you know that preparations make or break a presentation. Staying on top of even the tiniest detail is important for success. But how do you know if you’re preparing properly? To plan for every possibility and not waste anyone’s time—including your own—create a burndown list.
Prop Up Your Presentation
In our experience, adding a fun factor to your demo is a great way to transform average presentations into meaningful ones. This brings us to a key item on your burndown list: preparing props and actors.
Set It Up
You now have the first item checked off on your burndown list. What’s next? It’s time to set up your devices for the big day.
Never Break the Magic
Don't break the magic of your flawless demo by making your customers wait for screens to load. Instead:
Swipe to Success
When your demos span several products or services—in Salesforce’s world, examples would be Sales Cloud, Service Cloud, and Marketing Cloud—you can transition clearly between screens by taking advantage of desktops in MacOS.
Lights, Screencast, Action!
Next, set up QuickTime as your primary iPhone screencasting software and AirDroid as your primary Android screencasting software. Both are far less likely to crash than AirServer, a screen-mirroring program, and are easy to use.
What is a Demo Jam?
Demo Jams are a game show style event where 4-6 app partners showcase their most compelling app in a super short, no fluff, 3-minute demo.
What is an app exchange demo jam?
Whether it's at an event or online, the Demo Jam is a great way to increase community engagement and awareness of apps by bringing app users and app builders together.
How many winners per demo jam?
3. There will only be one winner per Demo Jam
