SFDC - Step by Step Reference Guide

3M Confidential.1 May 1, 2023. All Rights Reserved.© 3M

Kelsea Kiene(651) 207-7179

[email protected]

SFDC GuideHow To Enter: Distributor, Keeping, Priority Activities


Distributor Activities: Defined

1.What: Activities that occur with a distributor rep.

2.Where it’s logged: End User Accounts, Distributor Accounts, or Opportunities.

3.How it’s Logged:

• Joint Call with Distributor = I physically went somewhere and made a call with a distributor rep.

• Training = I physically went somewhere with a distributor contact and performed a training.

4.Please Note: Distributor Activities must contain a distributor rep contact

Tip: Sales Support Center can enter distributor activities


Who: Joint call with Rob Zenobi (Camalloy)

Account: Metal Masters

Objective: Assess ASD opportunities and meet key decision makers

What happened: Demo 1.5HP and identified Scotch-Brite opportunity

Distributor Activity: Example


1.) Type in Account Name

2.) Select Account


Click “New Event”


Click “Continue”


1.) Enter Distributor Name

2.) Enter Relevant Subject 3.) Select – “Joint Call with Distributor”

4.) Enter Description

5.) Click “Save”


Keeping Activities: Defined

1.What: Activities at Keeping Accounts

2.Where it’s Logged: End User Account*

3.How it’s Logged: Keeping/Priority activity.

4.Please Note: Keeping activities must contain an end user contact.

*End User Account must be designated as a Keeping Account (aka: Priority Account) in SFDC


What: Bi-Weekly call

Objective: To maintain relations with key decision makers and protect business

Account: Custom Hoist

What happened: Visited key areas of plant and follow recent quality concern

Please note: A distributor did not join me on the call

Keeping Activity: Example


Select Account


Ensure “Priority Account” is indicated


Click “New Event”


Select “Key Activity Event”


Enter End User ContactEnter Subject

Select “Keeping/Priority Activity

Save

Enter description


What: Opportunity that you’ve identified as priority within SFDC

Where it’s logged: Opportunity

How it’s logged: Keeping/Priority activity.

Please Note: Priority opportunity activities must contain an end user contact.

Priority Activity: Defined


What: Testing 4-1/2” Cubitron II Grinding Wheel with supervisor and key operators

Account: Winkle Industries

Please note: Call was not conducted with distributor

A priority activity is define as an opportunity that we plan to move forward in the sales process this

quarter.

Priority Activity: Example


Select Account


Create Opportunity


1.) Check “Priority Opportunity” box

2.) Click “Save”


Select New Event


Enter End User ContactMeaningful Subject

Select Keeping/Priority Activity

Enter Description


What: Calls with a distributor rep in a keeping account and/or a priority opportunity.

Where it’s logged: Keeping End User Accounts, or Priority Opportunities.

How it’s Logged:

Joint Call with Distributor = I physically went somewhere and made a call with a distributor rep.

Training = I physically when somewhere with a distributor contact and performed a training.

Must contain a distributor rep contact AND an end user contact

Combination of 2 or 3 Activities:Distributor + Keeping + Priority


What: Follow up on GTO for 4-1/2” Cubitron II Grinding Wheel with supervisor and key operators

Account: Winkle Industries

Please note: During this call the distributor, Pete Donahue, joined me to follow up on GTO

Note: If the end user account is a “priority account” in SFDC, the call will register as distributor + priority + keeping activity

Distributor + Priority Activity: Example


Select Opportunity


Reminder: Ensure priority opp box is checked

New Event


Click on magnifying glass icon: to look up contacts and/or add more

than one contact


Search Distributor Name

Select contact

Click Add Arrow


1.) Search for End User Contact

2.)Select Contact

3.) Click on Add Arrow


Reminder: Distributor Contact must be first contact (Primary) on list

Tip: Make a contact primary by selecting name and clicking

“Make Primary”

Click Done

3M Confidential.30 May 1, 2023. All Rights Reserved.© 3MClick “Save”

Joint Call with Distributor


Please feel free to contact me with any questions, concerns, or feedback.

Thank you

“Teamwork makes the Dream work”

SFDC - Step by Step Reference Guide

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