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:
