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SALESFORCE MANUAL

Table of Contents

Getting Started

3

How do I log in?

4

How do I set my time zone?

5

How do I set a reminder?

7

How do I set an email signature and BCC myself?

9

How do I do something with an opportunity?

11

Customizing Your Salesforce.com Experience

12

How do I customize my tabs?

13

Searching

15

Using filter criteria

16

Views

18

What is a View?

19

Leads

20

How do I create a lead?

21

How do I convert a lead?

23

How do I delete a lead?

26

How to create a lead II

30

Accounts

34

How do I create a new account?

35

How do I create an opportunity from a contact?

38

What should I do if I see a duplicate?

42

How do I create an account?

47

Reports

50

How do I customize an existing report?

51

Getting Started

How do I log in?

Select Customer Login

How do I log in? Select Customer Login Go to http://salesforce.com and click Customer Login .

Go to http://salesforce.com and click Customer Login.

Enter Information and Login

and click Customer Login . Enter Information and Login Check Remember User Name to save having

Check Remember User Name to save having to re-enter your user name in the future.

How do I set my time zone?

Select Setup

How do I set my time zone? Select Setup Select Personal Information Select My Personal Information

Select Personal Information

I set my time zone? Select Setup Select Personal Information Select My Personal Information (1) and

Select My Personal Information (1) and then Personal Information (2).

Check and Edit

Check and Edit Check your Time Zone setting. If it isn't correct then select Edit .

Check your Time Zone setting. If it isn't correct then select Edit.

Set Time Zone and Save

isn't correct then select Edit . Set Time Zone and Save Scroll to the bottom of

Scroll to the bottom of the page, select your Time Zone and select Save.

How do I set a reminder?

Select Setup

How do I set a reminder? Select Setup Set Reminder Preferences Select My Personal Information (1)

Set Reminder Preferences

do I set a reminder? Select Setup Set Reminder Preferences Select My Personal Information (1) >

Select My Personal Information (1) > Reminders (2).

Set your reminder preferences (3).

Test Reminders

Test Reminders Select Preview Reminder Alert to test your reminders. You should see the reminder pop-up

Select Preview Reminder Alert to test your reminders. You should see the reminder pop-up displayed. If you cannot see the reminder pop-up then your pop-up blocker maybe preventing your Salesforce reminders from displaying properly.

Select Save

pop-up blocker maybe preventing your Salesforce reminders from displaying properly. Select Save Salesforce Manual Page 8

How do I set an email signature and BCC myself?

Select Setup

How do I set an email signature and BCC myself? Select Setup Select Setup from the

Select Setup from the user menu.

Set Email Preferences

Set Email Preferences Select Email (1) > My Email Settings (2). Update your email name and

Select Email (1) > My Email Settings (2).

Update your email name and address (3).

Set Automatic Bcc (4) if you would like Salesforce to automatically send copies of all emails to your own email application (e.g. Outlook).

Customize your signature (5). This will be use in all emails that are sent from Salesforce.

Once you are done select Save (6).

How do I do something with an opportunity?

This is an article about doing stuff.

1. Menubar

asdfasdf

I do something with an opportunity? This is an article about doing stuff. 1. Menubar asdfasdf

Customizing Your Salesforce.com Experience

How do I customize my tabs?

Edit Tabs

How do I customize my tabs? Edit Tabs Click on the + icon to edit tabs.

Click on the + icon to edit tabs.

Click on Customize My Tabs

I customize my tabs? Edit Tabs Click on the + icon to edit tabs. Click on

Customize Tabs

Customize Tabs From this screen you can customize the tabs that appear and the order that

From this screen you can customize the tabs that appear and the order that they appear in.

Once you have finished customizing the list of tabs in the right column, click Save.

Searching

Using filter criteria

The Search Box

Using filter criteria The Search Box The search box allows you to quickly search your Salesforce

The search box allows you to quickly search your Salesforce data by entering a search term.

search your Salesforce data by entering a search term. As you type, Salesforce will display recent

As you type, Salesforce will display recent items (1). Click the Search button to view all search results (2).

Search Results

recent items (1). Click the Search button to view all search results (2). Search Results Salesforce

Filtering on additional criteria

Filtering on additional criteria If you would like to limit the areas of Salesforce that are

If you would like to limit the areas of Salesforce that are searched click on Search Options.

of Salesforce that are searched click on Search Options . Check the boxes next to the

Check the boxes next to the categories you would like to search (1) and click Search (2).

. Check the boxes next to the categories you would like to search (1) and click

Views

What is a View?

A view is a set of search conditions that display items that match the search conditions. For example, a view of contacts that have "Birthdays This Month" would filter your list of contacts based on a search for birthdays falling on a day in the current month.

By default, Salesforce.com includes a number of views for each category of items.

Views Included With Salesforce.com

each category of items. Views Included With Salesforce.com Here you can see a list of views

Here you can see a list of views for Contacts. Selecting any of these views and pressing the Go button will display a list of contacts that has been filtered based on the search conditions assigned to the view.

The list of views can be edited so your list may not look exactly the same.

Leads

How do I create a lead?

Create Lead (This is a demo)

How do I create a lead? Create Lead (This is a demo) You can create a

You can create a new lead by doing one of the following:

1) Use the global Create New menu.

2) Use the Quick Create sidebar item while viewing the Leads tab.

3) Click the New button next to the Recent Leads section of the Leads tab.

Fill in Lead Information

Fill in Lead Information Fill in the details for the lead. Save When you have finished

Fill in the details for the lead.

Save

in Lead Information Fill in the details for the lead. Save When you have finished entering

When you have finished entering the details for the lead, click the Save button.

How do I convert a lead?

Locate Lead

How do I convert a lead? Locate Lead To convert a lead into an account, contact,

To convert a lead into an account, contact, opportunity, etc., begin by locating the lead and loading the lead details.

Convert

by locating the lead and loading the lead details. Convert From the lead details screen, click

From the lead details screen, click the Convert button.

Fill in Conversion Information

Fill in Conversion Information Fill in the necessary information for the lead conversion. Salesforce Manual Page

Fill in the necessary information for the lead conversion.

Finish Conversion

Finish Conversion After you finish filling in the lead conversion information click Convert . Salesforce Manual

After you finish filling in the lead conversion information click Convert.

How do I delete a lead?

Select Leads tab

How do I delete a lead? Select Leads tab Salesforce Manual Page 26

Select Create New Lead

Select Create New Lead 1. Select Create 2. Select Lead Salesforce Manual Page 27

1. Select Create

2. Select Lead

Salesforce Manual Page 28
Salesforce Manual Page 29

How to create a lead II

Titles

How to create a lead II Titles For information on how to convert a lead, click

For information on how to convert a lead, click here.

Leads: Home ~ salesforce.com - Developer Edition

Leads: Home ~ salesforce.com - Developer Edition Salesforce Manual Page 31

Lead Edit: New Lead ~ salesforce.com - Developer Edition

Lead Edit: New Lead ~ salesforce.com - Developer Edition Lead Edit: New Lead ~ salesforce.com -

Lead Edit: New Lead ~ salesforce.com - Developer Edition

~ salesforce.com - Developer Edition Lead Edit: New Lead ~ salesforce.com - Developer Edition Salesforce Manual

Lead Edit: New Lead ~ salesforce.com - Developer Edition

Lead Edit: New Lead ~ salesforce.com - Developer Edition Salesforce Manual Page 33

Accounts

How do I create a new account?

Search for Existing Account

How do I create a new account? Search for Existing Account Before you create a new

Before you create a new account, search to see if the account already exists.

Create the Account

Create the Account Depending on the screen you are currently viewing you will have different options

Depending on the screen you are currently viewing you will have different options to create a new

account. The Create New

menu (1) will usually be available. Alternatively you can use the New

button (2) or the Quick Create form (3).

Enter Account Information

Enter Account Information Save the Account After you have finished filling in the new account information,

Save the Account

Enter Account Information Save the Account After you have finished filling in the new account information,

After you have finished filling in the new account information, click the Save button to create the account.

How do I create an opportunity from a contact?

Locate Contact

How do I create an opportunity from a contact? Locate Contact Locate the contact you would

Locate the contact you would like to create an opportunity for and click on it in order to view details.

Create Opportunity

Create Opportunity Click on the New Opportunity button to create a new opportunity for the account

Click on the New Opportunity button to create a new opportunity for the account associated with the contact.

Fill in Opportunity details

Fill in Opportunity details Fill in the Opportunity details. Save Click Save when you have finished

Fill in the Opportunity details.

Save

in Opportunity details Fill in the Opportunity details. Save Click Save when you have finished filling

Click Save when you have finished filling in all of the details.

The Result

The Result You now have a new Opportunity for the account. Salesforce Manual Page 41

You now have a new Opportunity for the account.

What should I do if I see a duplicate?

If you find two or more accounts for the same organization then you can use the Merge Accounts tool to merge the accounts into one.

Duplicate Accounts

tool to merge the accounts into one. Duplicate Accounts If you find two accounts for the

If you find two accounts for the same organization then you can merge them into a single account.

Merge Accounts Tool

Merge Accounts Tool From the main Accounts screen (1), click on the Merge Accounts link (2)

From the main Accounts screen (1), click on the Merge Accounts link (2) under Tools.

Search for Accounts

Search for Accounts Begin by searching for the duplicate accounts. Enter the account name and click

Begin by searching for the duplicate accounts. Enter the account name and click Find Accounts.

Select Accounts to Merge

name and click Find Accounts . Select Accounts to Merge After clicking on the Find Accounts

After clicking on the Find Accounts button a list of accounts will appear. Select all of the account records that you would like to merge into one (1). Click Next to continue (2).

Select Master Record and Choose Which Data To Keep

Select Master Record and Choose Which Data To Keep Now you will choose which information should

Now you will choose which information should be used when merging the accounts into one. Begin by selecting the Master Record (1). The Master Record is the one that will remain after the merge is complete.

Next, specify the data to be used when merging by select the appropriate radio box (2).

Merge

when merging by select the appropriate radio box (2). Merge After you have finished selecting the

After you have finished selecting the data you want to keep, click the Merge button.

The Result

The Result The records have now been merged and you no longer have any duplicates. Salesforce

The records have now been merged and you no longer have any duplicates.

How do I create an account?

Create a new account

Depending on the screen you are viewing, you will have different options to create a new account:

1. Create New

2. New

Either one of these options will work.

options to create a new account: 1. Create New 2. New Either one of these options

Add a name and phone

Add a name and phone Include the address (if available) Salesforce Manual Page 48

Include the address (if available)

Add a name and phone Include the address (if available) Salesforce Manual Page 48

Click save

Click save Salesforce Manual Page 49

Reports

How do I customize an existing report?

Locate Report You Would Like to Customize

existing report? Locate Report You Would Like to Customize From the Reports tab, locate the report

From the Reports tab, locate the report you would like to customize. Click on the report to view the details.

Customize the Report

on the report to view the details. Customize the Report From the report details page, click

From the report details page, click the Customize button.

The Report Editor

The Report Editor After clicking customize, the reported editing screen will appear. Customize Make any customizations

After clicking customize, the reported editing screen will appear.

Customize

the reported editing screen will appear. Customize Make any customizations you would like. For example, you

Make any customizations you would like. For example, you might add an additional column to the results that are returned.

Save the Report

Save the Report Once you have finished making the customizations, click the Save button to save

Once you have finished making the customizations, click the Save button to save your copy of the report.

Name Your Report

button to save your copy of the report. Name Your Report Name your new report and

Name your new report and click the Save button.

Close the Report

Close the Report After saving the report you can Close the report editor. You will be

After saving the report you can Close the report editor.

After saving the report you can Close the report editor. You will be asked to confirm

You will be asked to confirm that you want to close the report. If you haven't made any further changes you can click the Close button.

The Result

The Result Your new report will now appear in the list of available reports. Salesforce Manual

Your new report will now appear in the list of available reports.