How do I create a website in Salesforce?
Register the Salesforce Sites domain for your organization. Create and configure your site. Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages with your site.
How do I enable and use Salesforce sites?
Enable Salesforce Sites and create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. From Setup, enter Sites in the Quick Find box, then select Sites. Register the Salesforce Sites domain for your organization.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
What is a forecast in Salesforce?
In Salesforce, a forecast is based on the gross rollup of a set of opportunities. You can think of a forecast as a rollup of currency or quantity against a set of dimensions: owner, time, forecast categories, product family, and territory. You can also collaborate on forecasts with all the necessary people.
What is quote management in Salesforce?
Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.
How do I set up forecasting in Salesforce?
How to setup Forecasting in SalesforceFrom Setup, click Manage Users → Users.For each user you want to enable, click Edit.Under General Information, select Allow Forecasting.Click Save.
How do I edit a quote in Salesforce?
Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.
How do I add a quote in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
Does Salesforce have a forecasting tool?
Salesforce forecasting tools can track the accuracy of your forecasts, compare sales to expectations and industry benchmarks, and allow you to modify factors for more accurate predictions. The ability to collaborate with other users on sales forecasts.
How do I set up a forecast manager in Salesforce?
Click View Hierarchy next to your active territory model. Click Edit next to the territory you want to assign a forecast manager. In the Forecast Manager field, enter the user you want to assign as the forecast manager. Save your changes.
What is the difference between opportunity and quote in Salesforce?
So to recap, a quote is both the document you give the customer and the electronic record of quote data. Your opportunity is where you go to create a new quote. You can create many quotes on that opportunity, but only one can be your primary quote.
How do I edit a quote template in Salesforce?
In the template editor, drag the elements that you want to the template, and then complete the details. To add: One or more Quote fields or fields from related objects, use a section and add fields to it. Text that you can edit and format, such as terms and conditions, use Text/Image Field .
How do I customize a Salesforce quote template?
1:093:11Creating Quote Templates (Salesforce Classic) - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you may want to create a unique template for each type. So let's walk through how to create aMoreSo you may want to create a unique template for each type. So let's walk through how to create a template. We use the quick fine box to get back to the quotes area. And select templates Salesforce
How do you keep track of quotes?
3 tips to keep track of your quotesOrganize your quotes by status or situation (pending, sent, received, contracted, canceled, etc.). ... Update the statuses. ... Follow-up on acceptances, cancellations or comments.
How do you write a quote in CPQ?
Navigate to an Opportunity. Click New Quote. Verify that the layout is accurate and the predefined field values ('Account', 'Opportunity' 'Sales Rep', 'Primary', etc) have been set. Create the Quote and click Save.
What is quote and line item in Salesforce?
Quote is a layer that displays opportunities and opportunities items. By presentation layer, I mean the ability to produce a well-formatted PDF. There's also a template that's similar to a page layout editor that we'll go through in a separate section on how to arrange the details to present back to your client.
What is sales forecast?
A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy.
What is CRM in sales?
Customer relationship management (CRM) is the best way to forecast sales revenue. A CRM solution helps you find new customers, win their business, and keep them happy. Salesforce is the #1 CRM, giving sales leaders a real-time view into their entire team’s forecast.
What should a forecast be based on?
What: Forecasts should be based on exactly what solutions you plan to sell. In turn, that should be based on problems your prospects have voiced, which your company can uniquely solve.
Is sales forecasting transparent?
No matter how a company calculates its sales forecasts, the process should be transparent. And at the end of the day, sales leadership has to be responsible to call a number. Whether met, exceeded, or missed, the forecast responsibility falls on them.
Usage and Billing Terminology
This section defines the terminology used for Salesforce Sites usage and billing.
Bandwidth and Service Request Time Limit Enforcement
Bandwidth and Service Request Time limits are tracked and enforced over a 24-hour period. Sites that exceed provisioned limits within the 24-hour period remain available if the host instance has resources to serve the site. However, even if a site is available once limits are exceeded, there’s no guarantee in service level.
Billing and Monthly Page Views Enforcement
This section describes how Salesforce enforces limits on monthly page views for Salesforce Sites.
What Counts as a Page View?
This section describes how page views are counted for Salesforce Sites.
Monitoring Usage
Page views, bandwidth, and time consumption are tracked and made available in your org. You can view this information for a site under Setup | Build | Develop | Sites. Select a site, and you see related lists for page views for the current month’s billing cycle, and the 24-hour bandwidth and service request time usage history.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
Great Management
Learn the five characteristics of management at Salesforce and start your manager journey.
Trust and Influence
Explore tactics for building trust and strategies to influence a desired outcome.
Salesforce Culture and Values
Learn the business value of culture and how we bring our culture to life at Salesforce.
Culture of Feedback
Discover strategies and tools to help you establish a culture of feedback at your company.
Organizational Alignment (V2MOM)
Use the V2MOM process to get aligned on goals and strategies across the company.
Virtual Collaboration
Learn how to collaborate with distributed teams and manage remote employees.
Accountability & Delegation
Master these dual skills to lead your team to success and maximize your impact.
What is Salesforce Consumer Goods Cloud?
Being a senior field rep, Chantelle understands the demands of the business, and Salesforce Consumer Goods Cloud is designed to make retail execution in the field easier, faster, and more efficient to help Chantelle and fellow reps.
Why is order creation important?
The risk is that customers try a competitor’s product and switch. Order Creation helps reps spend less time worrying and more time ordering. Chantelle can reorder products from previous visits, or quickly fill her shopping cart with products that aren’t in stock and then confirm the order with minimal clicks.
Does Gustavo integrate with Salesforce?
The Retail Execution app seamlessly integrates with Salesforce Survey s. Gustavo can associate surveys to a visit, store, or store contact. Chantelle loves this task because it allows her to interact with buyers and store managers to capture real-time feedback.
Smarter routing yields significant results
Inefficient routing is a costly challenge for field service organizations. It impacts schedule accuracy, increases fuel costs, and can lead to missed service level agreement (SLA) requirements. Worst of all, it frustrates customers.
Optimize routes with precision
Field service providers are challenged to meet customers’ rising expectations while balancing costs and other important business considerations. Finding the most efficient route possible decreases travel time and improves productivity while enabling businesses to make more precise commitments to customers.
Measure results
What would saving 10 minutes per job mean over the course of a year? Nissan and the University of California, Riverside, jointly evaluated the use of traffic information as a way to decrease journey time versus systems with no traffic data. The outcome was striking.
Start real-time field scheduling
Routing is a complex challenge for field service organizations. When travel times are too optimistic, unanticipated traffic delays have severe impacts: Appointments are pushed to the next day, which can cause additional overtime costs, unhappy customers and employees, and SLA noncompliance penalties.
