Navigation & Collaboration Tools
The objective of navigation is to introduce you the look & feel of Salesforce & discover how to navigate in an easy way. Chatter is a collaboration tool embedded into Salesforce that can be used for multiple purposes.
Click on this link for the full training material for navigation, this link for the Chatter User Guide, and on this link for the Lightning For Gmail user guide.
CRM first steps
Overview
The objective of navigation is to introduce you the look & feel of Salesforce & discover how to navigate in an easy way.
You will learn about...:
- How Salesforce looks like - Look & feel
- The key Salesforce concepts and how the main objects (accounts, contacts, opportunities, customer visits, etc.) are structured and displayed
- The search functions of Salesforce - How to easily retrieve information with a google-like search function
Chatter:
- Chatter is an application designed to enhance collaboration and is embedded within the tool
- You can “follow” any object or record within the tool
- Once you are following a record, you are notified when changes are made
- You can post files to share information and get feedbacks from colleagues
- Users can also make comments on objects and records
- Groups can be created to share information about specific topics (e.g. group for a specific market or region)
Lightning For Gmail is an application that allows to:
- Synchronize contacts from Gmail to Salesforce
- Synchronize events from Gmail to Salesforce and form Salesforce to Gmail
- Send emails from Gmail to Salesforce
Table of Contents
Need Help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
What you need to know to start...
Salesforce terminology
The main objects used in Solvay CRM solution:
The best way to get IT support is to use the new
Service One Platform.