The Best Salesforce Tutorial for Users

The following is an in-depth Salesforce tutorial that will attempt to bring those individuals who may be in the dark over this CRM application and may require the best Salesforce training. To begin with, a CRM system essentially offers an invaluable platform where organizations can effectively manage its interactions with prospects, clients, partners and other contacts. This cuts across the marketing, sales and customer support departments, and uses mediums like telephones, email and even social media networks.

Salesforce.com runs on an innovative cloud computing platform that is known as force.com. This means that it totally does away with the need for users to install any software or invest in any specialized hardware to make use of it. There is also no need for users to possess programming expertise; however, salesforce administration knowledge is required.

An important part of any Salesforce tutorial focuses on the system’s login process. Salesforce offers a number of ways to successfully login to access the various resources it provides on the cloud. This includes using a web browser, the apex data loader, the integrated client app and the salesforce desktop client (commonly known as salesforce for outlook). Login restrictions and authorization can be put in place to determine whether a user profile has login restrictions or makes use of the IP ranges set within an organization.

The Best Salesforce Tutorial for Users

Salesforce Basics

First and foremost let us take a look at the datatypes and field types that you can utilize in Salesforce. Typically in the application programming interface (API), salesforce provides basic datatypes, which are String, Boolean, Double, and Vary by Type. Field types are categorized depending on these datatypes. Examples of the String datatype include emails, phone numbers, pick lists, texts, text areas and URLs. The Boolean datatype is represented by checkboxes. The Double datatype is used to tabulate currencies, formulas, percentages and roll up summaries. Finally, the Vary by Type can be used to enter formula fields into the system. Read more about salesforce basics.

This tutorial will now review the objects that can be created in this CRM application. There are 2 kinds of data objects that you can use in Salesforce, which are standard and custom objects. The first variety is prebuilt into the system and they can be used automatically. This includes accounts, contacts chatter and leads. Custom objects on their part can be created by users.

We will now review Salesforce custom tabs. Custom tabs are in essence critical components of the salesforce user interface design tools that are created to display custom objects or web content embedded in the application. There are basically 3 types of custom tabs, which are the custom objects tab, custom web tab and Visualforce tabs. All these tabs are made available in all editions of salesforce.com.

Let us now take a look at Salesforce views. Creating views in this CRM application can permit you to filter data that is stored in the records created in this application. This enables you to view the exact data you may need from any records stored in this application. The views functionality allows the filtering of both records and column data you wish to be displayed. This offers an unparalleled flexibility in offering quicker access of data to specific sets of users.

Lead Generation in Salesforce

If you are really looking to learn how to use Salesforce, then it’s important to cover lead generation options in this CRM system. Lead generation is extremely important to both marketing and sales departments. Salesforce provides a unique leads tab that you can use to conveniently create new leads. This tab also facilitates for editing and viewing of all recent leads you may have created. Once a lead has been qualified to be converted into an opportunity, all of its information will be viewed on sales and marketing forecasting reports.

Every business establishment needs to optimize the number of qualified leads to ensure conversion rates improvements. Salesforce offers web to lead forms that permit the minute analyzing of your website’s visitor data. This can be indispensable for both your sales and marketing departments. These one of a kind forms can capture the exact keywords visitors to your site make use of in both organic and paid search to find your products. Read more about salesforce import leads instructions.

Other features of Salesforce

Every good tutorial touches on the apex data loader functionality. The apex data loader can be utilized to import and export bulk data simultaneously. Through this functionality you can be in an excellent position to update, insert or delete data from any record saved on this CRM application. Salesforce offers a user friendly wizard application; support for millions of rows and even a drag and drop feature that makes the whole process easier.

Generally, reports and dashboards offered in salesforce can be used to present accurate data analytics. Reports and dashboards permit you to create customized data in the form of visual diagrams. This includes pie charts, line charts, vertical line charts, and graphs and so on. These functionalities can be critical in appraising the sales pipeline or even evaluating the progress of marketing campaigns.

Finally, we need to touch on the chatter feature. Chatter is a social platform that utilizes the Salesforce infrastructure and development platform. It can help you access real time data on your firm’s work status. It also gives you any your team an excellent platform of communicating with your clients with the right information presented at the right time. Using chatter can significantly enhance your employee productivity, lead to optimal client satisfaction and heighten your ROI.

Additional CRM information is available on salesforce crm tutorials.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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