Getting Started with SalesForce Lab 12

8/14/2019 Getting Started with SalesForce Lab 12

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part XII

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to e

Hands-on Beginners Gide !or Sales"orce. The docment !ocses on How

#pproval process wor$s, #lert mechanism, Sales"orce %eports and &ashboar

'oin or pro!essional training program and learn !rom e(perts.

History:ersion Description Change A!thor P!"#ish Date$%& Initia# Dra't Chandra Pra(ash Shar)a&$th*an +$&+$%& Re,iew-& A)it Shar)a &$th*an +$&+

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Contents+ontents......................................................................................................................................

#pproval Processes-...................................................................................................................

How to /anch the #pproval Process 0i1ard...........................................................................

&e!erence Between 'mp Start 0i1ard and Standard #pproval Process 0i1ard .........2

*. Initial Sbmission #ctions clic$ on #dd new btton open in dropdown !or option 3

Tas$, Email #lert, !ield 4pdate, 5tbond 6essage. select an) one option. 7E( "ield

4pdate8........................................................................................................................ 3

.................................................................................................................................... 9

2. "inal %e:ection #ctions ..........................................................................................;

Email #lerts .............................................................................................................................. *

To Get Started 4sing Email #lerts .........................................................................................*

0or$!low &ail) Email /imit.....................................................................................................*

%eports and &ashboards in Sales"orce.....................................................................................*

How to Enable %eports < &ashboard in sales!orm.com.........................................................*How To +reate %eport............................................................................................................*

Tablar "ormat ........................................................................................................ *9

Smmar) "ormat ..................................................................................................... *=

6atri( "orm %eport....................................................................................................

'oined %eport ..........................................................................................................

&ashboards in Sales"orce.........................................................................................................

How to #ctivate &ashboards in Sales"orce...............................................................>

0h) #re Set &ashboard Into Home Page...............................................................................

How Set &ashboard Into Home Page......................................................................................

...............................................................................................................................................

%eport T)pes ............................................................................................................................

How to +reate %eport T)pes .....................................................................................;



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Appro,a# Processes:.

#nother bsiness logic engine o! Sales"orce to atomate approval process. #pprovals ta$atomation one step !rther, allowing )o to speci!) a se?ence o! steps that are re?ired tapprove a record. #n approval process is an atomated process )or organi1ation can se toapprove records in Sales"orce. #n approval process speci!ies the steps necessar) !or a recorto be approved and who mst approve it at each step. # step can appl) to all records inclded

in the process, or :st records that meet certain administrator-de!ined criteria. #n approvaprocess also speci!ies the actions to ta$e when a record is approved, re:ected, recalled, or !irssbmitted !or approval.

How to La!nch the Appro,a# Process /i0ard

Set!p@ Create@ /or('#ow 1 Appro,a#s@ Appro,a# Processes

Step &:.#!ter +lic$ on #pproval process lin$ then

+hoose the ob:ect !or the new approval process.

+lic$ +reate Aew #pproval Process there is two option 4se 'mp Start

0i1ard and 4se Standard 0i1ard o can choose 4se Standard Setp0i1ard !rom the drop-down btton.



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De'erence 2etween *!)p Start /i0ard and Standard Appro,a# Process/i0ard

*!)p Start /i0ard Standard Appro,a# Process /i0ard

The :mp start wi1ard is se!l !or simple

approval processes with a single step

Standard #pproval Process 0i1ard

spports mltiple approval steps or

comple( approval processes.

6an) steps are s$ipped. #ll the steps all inclded.

4se the :mp start wi1ard i! )o want to

create an approval process ?ic$l) b)

allowing Sales"orce to atomaticall)

choose some de!alt options !or )o

4se it when )o want to !ine tne the

steps in )or approval process

Step +:.A'ter c#ic( *!)p /i0ard :



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Appro,a# Process In'or)ation :

Enter a name !or the new approval process.

Enter a ni?e name, which will be sed to re!er to this approval process in the "orce.com #PI

Enter #pproval #ssignment Email Template this !ield not mandator).

Speci'y Entry Criteria :

Select on in drop down men approval process.

+riteria are .

"ormla evalates to tre.

Se#ect Appro,er :

4sing the option select an) one option 7E( #tomaticall) assign an approver sing standard

or cstom hierarch) !ield.

#!ter that clic$ on Sa,ebtton.

Step 3:.

Then clic$ on iew Appro,a# Process Detai# Page %



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Step 4 :.

&% Initia# S!")ission Actions : clic$ on #dd new btton open in dropdown !or optionTas$, Email #lert, !ield 4pdate, 5tbond 6essage. select an) one option. 7E( "ield 4pdate8.



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"ill #ll 6andator) !ieldCs in Identi!ication and select Speci!) Aew Dale select in pic$list option

Then clic$ on Sa,ebtton.

+% Appro,a# Steps :

o can give approval setting b) sing #pproval Steps, there is who can approve.

and all so add mltiple #pproval candidate b) clic$ Aew #pproval Step.

7E( I will #ssign #pprover athorit) give on 6anager.8

3% Fina# Appro,a# Actions :



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"inal #pproval #ctions There is two btton Add E5iting,and Add 6ewbtton clic$ on Add

6ewbtton, clic$ on "ield 4pdate in dropdown list.

"ill #ll 6andator) !ieldCs in Identi!ication and select Speci!) Aew Dale select in pic$list option

Then clic$ on Sa,ebtton.

4% Fina# Re7ection Actions :

#ll $ind o! step last step.

8% C#ic( on Acti,e 2!tton :

!inish all steps then clic$ on #ctive btton !or active this

#pproval Process.

Step 8 :.#!ter that )o need set page la)ot in +stom ob:ect 7E( 'ob applications8



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+lic$ on +stomob:ect7'ob #pplications8 @ Select an) "ield7'ob application8 @ then clic$ on

Edit Layo!tlin$.

+lic$ on 2!ttonlin$ then S!")it 'or Appro,a#btton )o can drag and drop.

#!ter that clic$ on save btton then clic$ on an) :ob application !ield a!ter then scroll down )o

can see #pproval Histor). see below.

and +lic$ on S!")it For Appro,a#btton !or sbmit this #pproval process.

#!ter clic$ Sbmit !or #pproval btton #pproval Histor) loc$ li$e. see below.

There is )o can see 5verall Stats is Pending.

Step 9 :.This screen is 6anager screen. )o can see below.



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+lic$ on Appro,eRe7ectlin$ 6anage approve or %e:ect this Process.

#!ter that i! want to #pprove this process clic$ on #pprove btton or clic$ %e:ect btton !or

%e:ect this process.

Step 9 -

#!ter approve process b) 6anager )o can see )o page approve stats will be changed, see

below.

There is 5verall Stats is #pproved.

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E)ai# A#erts

Email alerts are emails generated b) a wor$!low rle or approval process and sent to

designated recipients whenever speci!ic bsiness actions trigger the wor$!low rle or approva

process. 6st speci!) an email template !or email alerts.

;o Get Started


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*. Enter a description.

. Enter a ni?e name to re!er to this component in the #PI.

. choose the ob:ect !or this email alert I! available in dropdown.

2. +hoose an email template.

>. Select Protected +omponent to mar$ the alert as protected i! it is part o! a 6anaged -

%eleased pac$age, I! available.3. Select who shold receive this email alert. &epending on )or organi1ation settings and th

ob:ect )o selected, some options in this list ma) not be available.

9. Select the recipients who shold receive this email alert in the #vailable %ecipients list and

clic$ Add.

;. Enter p to !ive additional email addresses.

=. o can change the "rom Email #ddress, selecting in dropdown list.

*. +lic$ Sa,ebtton.

/or('#ow Dai#y E)ai# Li)it

The dail) limit !or emails sent !rom wor$!low and approval-related email alerts is * per

standard Sales"orce license per organi1ation. The overall organi1ation limit is . I! the

de!alt wor$!low ser isnCt set, then the warning email is sent to an active s)stem

administrator.. 0hen the dail) limit is reached, a warning email goes ot to the de!alt

wor$!low ser.

Reports and Dash"oards in Sa#esForce

Sales"orce.com provides power!l reporting and generation tools on the data stored in the

ob:ects.

b) sing reports in Sales"orce )o can generate !or t)pes reports.&% ;a"!#ar For) Report . This is the most basic report. It displa)s :st the row o! records in

a table li$e !ormat with grand total. Tablar reports cannot be sed !or generating dashboards

+% S!))ary For) Report .This is the most commonl) t)pe o! report. It allows groping o!

rows o! data. It spports sorting and displa)ing sbtotals. "or e(ample in a recriting app, a

smmar) report cold be sed to displa) open positions classi!ied b) department name



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3% =atri5 For) Report .Grop b) rows and colmns o! data to get sb totals and grand

totals.

6atri( !orm report +omple( o! report.

2.*oined Report . # :oined report can contain data !rom mltiple standard or cstom report

t)pes. o can add report t)pes to a :oined report i! the) have relationships with the same

ob:ect or ob:ects. "or e(ample, i! )o have a :oined report that contains the 5pportnities

report t)pe, )o can add the +ases report t)pe as well becase both have a relationship with

the #cconts ob:ect.

How to Ena"#e Reports 1 Dash"oard in sa#es'or)%co)

Step & :.In Seles"orce.com +lic$ on A## ;a"sbtton.Step + :.#!ter that on this page )o can see

right and top side C!sto)i0ation =y ;a"sbtton

+lic$ on this btton.

Step 3 :.

*. Select +stom app clic$ on C!sto) Appdropdown men.

. Select %eports < &ashboard in A,ai#a"#e ;a"s.

. +lic$ on Addbtton.

2. #!ter )o can see %eports < &ashboards available in Selected Tabs.

>. +lic$ on Sa,ebtton.



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#!ter that )o can see in )o tab

on Sales"orce.com.

How ;o Create Report

+lic$ on Reports ;a".

Step & :."irstl) )o need to create !older +lic$ on icon then clic$ 6ew Report Fo#der.

Step + :.then )o can see new page.

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Step 3 :.#!ter then clic$ on Aew %eport btton.

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Step 4:.There are man) Standard 5b:ect clic$ on pls icon !or e(panding data. and in )o can see

other reports !older this !older belong to cstom 5b:ect.

clic$ on 5ther %eports !older )o can see there is man) cstom ob:ect choose an) one cstom

ob:ect according )or re?irement, a!ter select cstom ob:ect clic$ on +reate btton.



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;a"!#ar For)at :

Tablar report. This is the most basic report. It displa)s :st the row o! records in a table li$e

!ormat with grand total. Tablar reports cannot be sed !or generating dashboards.

Step 8 :.

In this page )o can see cstom ob:ect !ields available :st drag and drop this !ieldCs.*. select an) !ield then drag and drop right side on this page.

i! want to add !ilter clic$ on add btton.

. select )or position b) sing drop down.

2. i! want to change !ormat clic$ on icon change this !ormat t)pe.

>. i! )o want to remove all !ields clic$ on %emove #ll +olmn lin$.

3. i! want %emove single !ield clic$ on icon then clic$ on %emove colmn lin$.

9. #!ter that clic$ on %n %eport.



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Step 9 :.

+lic$ on Save #s btton.

Step > :. "ill all the !ieldCs , select )or !older and clic$ to save btton.

Step ? :.#!ter Save )o can see new page there )o can see Tablar %eport available i!)o want to Edit, &elete, E(port clic$ on icon and )o can do it.

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S!))ary For)at :

This is the most commonl) t)pe o! report. It allows groping o! rows o! data. It spports

sorting and displa)ing sbtotals. "or e(ample in a recriting app, a smmar) report cold besed to displa) open positions classi!ied b) department name.

step * to Step 2 same as previos.

Step 8 :.step * to 2 is same is it previos.

>. +lic$ on #dd +hart btton !or adding chart.

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Step 8%& :.Then )o have see one new popp page in this page called as chart editor. select an) char

then clic$ on o$ btton.



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*. Select Dale and wedges.

. choose what )o t)pe chart.

.clic$ on "ormatting Tab.

Then choose some propert) which )o want.

2. +lic$ on 5$ btton.

#!ter clic$ on %n #s.



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Step 9 :.+lic$ on Save #s btton.

Step 9 -"ill all !ieldCs select !older name Then clic$ on Save btton.

=atri5 For) Report

This is the most comple( report !ormat. 6atri( report smmari1e in!ormation in a grid !ormat.

6atri( reports allows records to be groped b) both colmns and rows.

step * to step2 same as previos.



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>. &rag and &rop %ow .

3. &rag and drop colmn.

Aote - i! want chart clic$ on #dd chart btton !or adding chart same as previos.

9.+lic$ on %n #s btton.

#ll Steps same as previos e(ample )o can do it.

*oined Report :

# :oined report can contain data !rom mltiple standard or cstom report t)pes. o can add

report t)pes to a :oined report i! the) have relationships with the same ob:ect or ob:ects. "or

e(ample, i! )o have a :oined report that contains the 5pportnities report t)pe, )o can add

the +ases report t)pe as well becase both have a relationship with the #cconts ob:ect.

Step * to Step 2 same as previos.

Step 8 :.

&rop a !ield to grop report bloc$s.

*. )o cans select an) !ield and drag and drop.

. &rop a !ield to grop report bloc$s.



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Dash"oards in Sa#esForce

+reate a dashboard to provide a graphical view o! the data in )or reports. )o can view dail)

reports, wee$l), monthl). )o can all so add on )or home page .

How to Acti,ate Dash"oards in Sa#esForce

+lic$ on %eports then clic$ on Aew &ashboards btton.

Step & :.*. Select #n) pie chart and drag and drop.

. #!ter drag and drop give some header name, title, and !ooter.

. I! want to add some !ilter )o can add !ilter bt !irstl) )o can clic$ on &ata sorces btton

add some sorce a!ter than )o can add !ilter.

2.+lic$ on &ata Sorces btton.

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#!ter +lic$ on &ata Sorce btton. clic$ on %epots !older and drag and drop an) report t)pe

then clic$ on Save btton.

Then give Title and &ashboard 4ni?e Aame and clic$ to save btton.

Aow )o can clic$ on &ashboards Tab in Sales"orce.com )o can see &ashboard.

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/hy Are Set Dash"oard Into Ho)e Page

#n) organi1ation i! set dashboard into home page, the) will see dail) pdate or organi1ation

on home page b) sing &ashboard. we will see below.

How Set Dash"oard Into Ho)e Page

Step &:.

Set!p@ C!sto)i0e@ Ho)e@ Ho)e Page Layo!t#!ter clic$ on Edit /in$ btton.

Step +:.+hec$ed &ashboard Snapshot then clic$ on Ae(t btton.

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Step 3:.6ove &ashboard position then clic$ on Save btton. Then clic$ on Home tab )o can see +har

is there in home page.

Report ;ypes+stom report t)pes allow )o to bild a !ramewor$ in the report wi1ard, !rom which sers can

create and cstomi1e reports. o bild cstom report t)pes o!! o! the relationships between

ob:ects so that )o can.

- +hoose which standard and cstom ob:ects to displa) to sers creating and cstomi1ing

reports.

- &e!ine the relationships between ob:ects displa)ed to sers creating and cstomi1ing

reports.

- Select which ob:ectsC !ields can be sed as colmns in reports.

How to Create Report ;ypesStep@ Create@ Report ;ypes

+lic$ on contine btton.

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Step 3 :.clic$ on7clic$ to relate another ob:ect8 add !or ob:ects

#!ter clic$ on7clic$ to relate another ob:ect8 lin$ then )o can see below.

#!ter that clic$ on save btton.

There )o can see smmar) o! acconts, opportnities, prodcts how man) !ields available

this ob:ects.

bi l ti bi t i i h i P

Getting Started with SalesForce Lab 12

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