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00. 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.

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)

Cirrus Insight 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

What you need to know to start...

Salesforce terminology 

The main objects used in Solvay CRM solution:

 

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