The Basic Understanding Of Salesforce

The Basics Understanding Of Salesforce

Salesforce has turn into a standout amongst the most well known

cloud platforms for CRM. The way to its universal acceptance is

the simplicity of exploring through the software. Salesforce is

amazingly instinctive and can be easy to learn. Adaptability of

customizing different fields for creating qualitative reports

improves the overall productivity of Salesforce.

Common Terms And Their Meanings

This refers to the employee who owns the record. There can be

one account owner and different users can collaborate and

work on that account.

Account

Owner

Account

Name

You have to enter the name of the company that you

wish to track points of interest.

Account

Site

It helps in recognizing and separating distinctive areas

of the Company.

Type

This field helps you in recognizing the asset and tagging it as a

partner vendor or customer of that organization. This further helps in

assigning the cases to right support team. This diminishes the

turnaround time for question resolution.

Open

Activities

This helps you in getting complete list of pending tasks

for a specific account.

Activity

History

This alternative empowers you to view all the communications

on the records. It issues you finish insights about client questions

and resolutions.

Tabs

A tab refers to distinctive segments that contain particular data that

may be needed by you on time to time premise. You can click on a

specific tab and its landing page and sub-pages.

Apps

Apps refer to a bunch of tabs that have been assembled together to

empower simple access of related information. Apps can be seen starting

from the drop down list on the right hand corner of salesforce.com. Apps

are amazingly useful on the grounds that they permit the users to view

just those tabs that are applicable to their scope of work.

Contacts

Contacts refer to list of individuals that are related to a

specific record.

Cases

Any customer request that is being worked upon by your

support group is termed as a case.

Solutions

Resolutions offered for cases are termed as Solutions.

Solutions can likewise contain a list of regularly made

inquiries for helpful reference.

Reports

As the name proposes, reports that refers to numerical and

factual data that helps you in analysing employee benefits,

consumer loyalty, revenue generation and so on.

Dashboard

The Dashboard refers to visual representation of the data that is

incorporated in your reports. Dashboards help you in picking up

a snappy review of the business.

Navigation

Tracking

of

Tasks

Undertakings refer to exercises that have been assigned to you or

exercises that you have created for yourself to finish. A task is more like

a schedule that helps you to remember things that are pending. You can

mark the task complete once you have established it, and you can also

view pending tasks or overdue as well.

Create

New

Records

New records need to be made when you are entering points of

interest of any case. You can create new records by clicking on

side bar option. You will need to fill in significant fields on the

records page and save it to create another record.

How

To Use

Dashboard

If you have a customized home page for your Salesforce version

then you will have the able to see different dashboards on your

home page. You just need to click on the name of the dashboard

that you need to view and you will have the able to see complete

visual representation of your business reports.

You can modify contacts, update solutions, create events,

tasks, assign them and view their status with ease using

salesforce.com

Read more on Salesforce:

1. How Salesforce Helps In Getting Higher Sales?

2. Top Ten Checklist For Successful Salesforce Implementation.

3. Intelligentia IT Systems: Paving Way For Salesforce Support Services

Thank you for Reading!

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