Module 1: Getting Started on Salesforce

Introduction
Salesforce.com is a tool designed to help you better collaborate as a team
to manage, support and service existing clients as well as track new business from
existing clients and new prospects.

This module is an overview of how to navigate Salesforce, how to search and
access records, and how to view a records details.

Note: Internet Explorer 7 is the current standard for using Salesforce.com. If youre
using a previous version of IE, your user interface will display differently.





Key Learning
Points

By the end of this module, you should be able to:

Get help and support for Salesforce

Access and log into Salesforce

Describe and explain common Salesforce terminology

Navigate within Salesforce

Search for information

View a records details and related lists

Explain the fields and related lists in a record

Edit Records

Personal Settings





















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Salesforce
Terminology





























Term Definition

Lead
A Lead is a person potentially interested in
Informatica products uncovered through Marketing
efforts.

Account
Accounts represent current customers, prospective
customers and Informatica partners.

Contact
A Contact is an individual associated to an Account
record.

Opportunity
Opportunities represent Informatica sales deals.
Opportunities move through sales stages.


Activity
An Activity is a Task (to do) or Event (meeting)
captured in Salesforce to help manage and record
your key touch points with your Leads and
Contacts. In addition, Emails can be tracked and
stored in the application.





Report
Reports are analyses of data. Reports can be
created, edited, saved, printed or exported.


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Navigating
Salesforce


After logging into Salesforce, you land on the Home Page. From the Home Page
you can view your activities, access and enter information, or jump to other areas
by clicking on navigation tabs.

Navigating within Salesforce is much the same as navigating other popular
websites - point and click on links and buttons to access pages and information.
When you first log in, you see three main areas:
1. The Home Page
2. The sidebar
3. The navigation tabs





Figure 1-1: The Home Page screen when you first log in


Navigation
Tabs
Sidebar
Home Page Main
Content

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The Home
Page



Items to Approve
The Items to Approve section tracks the open approval request assigned to you.
You can:
Click on the approval request to view more details about it
Click on Reassign to assign the approval request to another user
Click on Approve/Reject to display the approval request detail page and to
approve/reject the pending request



My Tasks
The My Tasks section of the Home Page lists your to-do items, such as follow up
phone calls or other reminders. You can specify which Tasks are listed on the
Home page (i.e, all open, next 7 days, etc). When a Tasks status is changed to
Complete, the Task is removed from the home page automatically.




Items in RED indicate the task is overdue.

Your default view will show only your overdue tasks. To see all your tasks, change the
dropdown to All Open.

The Calendar
The Calendar section of the Home Page lists Events (such as meetings and
appointments) scheduled within the next seven days. Once an Events date and
time passes, its removed from the Calendar section of the Home Page. Your
calendars Events in Salesforce can synchronize with Microsoft Outlook.




Figure 1-2: The Home Page Main Content Sections


The Activity List View
Within the Calendar section of the Home Page, you can access a complete list of all
your Tasks (and Tasks you have assigned to others) in Salesforce. Click the
Activity List View icon to get your activity list and easily track and manage Tasks
My Tasks


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all in one place.

Tip: Start your day or week by looking at all your activities. If you
bookmark the Activity List view by adding it to your internet browsers
Favorites, you can land on this page immediately after clicking on the
bookmark and logging in to Salesforce.

Within the Activity List views, choose the My Delegated Activities view to see all
Tasks youve created and assigned to other users.



Figure 1-3: Accessing your activity list



Figure 1-4: The Activity List view

Search

By default, the search tool looks for recently viewed records only. If when
searching for a record you cannot find what you need, click on the Search All link
on the left sidebar. This will expand your search to all related records.


Figure 1-5: Search All link

In addition, you can click on the Options link next to the Search Again button to
change your search option to either Limit to items I own or Exact phrase.
Activity List View
icon

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Figure 1-6: Search Option link

Tip: Hover your mouse cursor over the objects on the left sidebar and pin the ones
you use often. As you pin them, the objects will be moved to the top of the sidebar.
Next time you search for a record, the system will
remember your pinned items and will display any related records. You
can always unpin the top object by selecting unpin from the drop down
arrow in the pin icon.


Figure 1-7: Pin Objects

Remove the Option link under the search box
Under the search box at the top of the page, click on Options and select
Dont show this message and link again. Click OK; the Option link should
no longer display on your screen.
You can only
unpin the top
object.

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Figure 1-8: Custom Links


The Sidebar

The sidebar is a column which appears on the left side of most pages within
Salesforce. It provides tools for entering or looking-up existing information.


Custom Links
The Custom Links provide quick access to key areas of interest:
Opportunity Pipeline is the forecasting report for the current quarter opportunities.
What is Chatter directs you to more information on how Chatter works.
Informatica Connect takes you to the Enablement Portal. Note: You must be on
vpn to access.

Figure 1-9: Custom Links


Recent Items
The Recent Items section of the sidebar displays a history of links for quick and
easy access to the last ten records, such as Accounts and Contacts that you recently
created, viewed or edited. Note that recently accessed Tasks and Events do not
appear in this list. Hover your mouse cursor over any link for a mini-view summary.


Figure 1-10: Recent Items
Recent Items
Mini-view

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Collapse the Sidebar
To collapse the sidebar click on the arrow to the right of the Informatica logo. To
make it visible again, click the same arrow. This change will only apply to the tab you
currently are viewing.




Figure 1-11: Collapsing the Sidebar











Navigation
Tabs
Tabs run across the top of all pages. Click a tab to access the tabs homepage
which includes tools for adding, editing, and reviewing specific types of information.
The tab you are currently viewing is in color, while the other tabs are light blue.



Figure 1-12 : Navigation tabs




You can personalize which tabs are visible and hidden by clicking the plus sign and
clicking the orange Customize My Tabs button. From this screen you can select
which tabs are visible and their order across the screen.

NOTE: The steps below showcase how to add the Console tab. The following steps
are similar to adding other tabs (Chatter, Accounts, etc.):

Click to view/hide
tabs

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.
Step
Action
1 Click on the plus (+) sign in the navigation tab.
2 Click on the Customize My Tabs button.
3 Select Sales from the Custom App pull down menu.
4 Select Console from the Available Tab window.
5 Click on Add.
6 Use the Up or Down buttons to arrange them in the desired order.
7 Click on Save.









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With the exception of the Home and Dashboard tabs, the layout of a typical tabs
homepage contains the following commonly used elements:

Views - Use a view to quickly pull up a filtered list of records based on
specific criteria. The Views menu contains both default views and any
custom views that you create. For example, you may want to create a
custom view to list only Customers in a specific state. Note Accessing a
tab does not automatically run a list view. You must select a view from the
menu for the updated list to display.

New button Click to create a new record in Salesforce. Note, this button is
not available on every tab.

Recent items- This section lists up to the last 25 records you recently
viewed, created, or modified for quick access to relevant information.






Figure 1-13: A typical tabs homepage




Navigating
within a
Record

All records are divided into two main parts: Record Detail and Related Lists.

Record Detail
The detail section of a record is the area at the top of the page bound by a row of
buttons from above and below. It contains the most specific information to the
record. The details are divided into sub-sections which can be expanded or
collapsed by clicking on the arrows to the left of the section name.

Editing a Records Detail Section
To edit the detail section, click the Edit button and make the changes. Fields
marked with a red bar require information to be filled in. Fields with a magnifying
glass require you to search for and select a specific record that already exists in
Salesforce.

Access to views
Recent items
New button

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To edit one field at a time, you can use in-line editing. While viewing the details of a
record, double-click the pencil that appears by the field when you roll over the
field. Update the information and click the Save button at the top of the record.




Figure 1-14: A records detail section


Figure 1-15: In-line editing

Click to
collapse/expand
sub-section
Edit button
Double-click field to update. Hit
Enter to save changes.

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Related Lists
Below the records detail section are the related lists. Related lists are summaries of
information in the form of links that take you to other associated records. These
related lists can be accessed via the hover links above a records details or by
scrolling down to the bottom of the record. The available related lists vary depending
on the type of record you are looking at. For example, the following are the related
lists in a Contact record:



Figure 1-16: Record Related Lists


Related Lists Hover Links
At the top of the page above the records detail section are hover links which provide
quick access to the related lists in the lower section of the page. Rather than scroll
through the entire record to get to a specific related list, you can simply place your
cursor over a hover link to view and manage the items in an interactive overlay of
that related list. Alternatively, you can click on a hover link to jump directly down to
its corresponding related list.






Figure 1-17: The Hover Links of a Contact record



Hover Links

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Configuring
Your
Personal
Setup


Configuring Your Personal Setup
To configure your personal setup click on the Setup link in the upper right corner of
Salesforce.

Figure 1-18: Personal Setup Screen

From here you can do many things to personalize your Salesforce settings, such as:
Change personal information: click on the Personal Information section on
the left side of the page. You can edit your current personal details, set up
your current time zone and language or set up email alerts.



Figure 1-19: Personal Information screen

Change your Password: Click on the Change Password button on the
Personal Information page or on the Change My Password on the left side of
the page.

Personal Setup
options
Click Setup
Click Edit

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Figure 1-20: Change Password screen

Change My Display: on this page you can choose what tabs you want to
see on your default page and arrange them in the desired order
.

Figure 1-21: Customize My Tabs

You can also determine how a page should display in the Customize my
Pages section.















The list can be reordered by
selecting the Up/Down
arrows, or items can be
eliminated by moving them
to the "Available List."
Select a new tab and
click on the Add
arrow

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Figure 1-22: Change My Display




Figure 1-23: Customize Page screen


Calendar Sharing: You can share your calendar with individual users,
personal or public groups, or users in a particular role. Click on the Add
button, select the users you would like to share the calendar with and the
access level you are grating in the Calendar Access section. Click save to
activate your sharing.


Select the page you would
like to customize and click
Customize My Pages
The "Selected List" column
shows the contents and the
order of the "related lists"
that will display on your
page. Use the Up/Down
arrows to reorder.

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Figure 1-24: Calendar Sharing

You can remove added users by simply deleting them from the sharing list.




Reminders: Use this page to select and edit your task and events
reminders.


Figure 1-25: Reminders screen
Select your search criteria
Select form available
options. Use Add/Remove
arrows to select your
preferences.
Use this search option to
quickly locate users in the
Available list

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Help &
Support
In Salesforce
Help & Training link Extensive, searchable database of various help topics
and training videos
Context Help Throughout various pages and sections within Salesforce you
will find orange circles with a white question mark which link you to
context-specific help.




Figure 1-27: Salesforce Help & Support



Email Settings: Set up your default email signature

Step Action
1 On the far left, click the plus sign to the left of Email
2 Click My Email Settings
3
Choose whether or not you want to automatically BCC yourself on any
email message (yes by default)
4 Enter your Email Signature
5 Click Save

Help & Training
link

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Figure 1-28: Salesforce Help & Support

Support
Send all Salesforce questions/issues to DL: Sales Systems or use the standard
support email address, helpdesk@informatica.com.