USER GUIDE

You can find here the description of the 13 processes in the CRM system and the detailed functionalities, explained step by step, such as 'how to create a prospect, how to create a contact', etc.

> Click here to open the guides

TIPS & TRICKS - NEW

In this section you will find the newest Tips & Tricks for the Lightning CRM, with screenshots and important reminders, etc.

> Click here to open the full presentation OR see by Topics :

• Home Page
• Global search
• Favorites
• Pin & unpin list views / Use Wrap text
• Log in & Reports : common errors
• Chatter - Follow button 1/2
• Chatter - Follow button 2/2 (Contacts)
• Teams
• Cases - Customer Requests
• Cases - Complaints
• Cases - Samples
• Gmail for Lightning - Troubleshooting 1/2
• Gmail for Lightning - Troubleshooting 2/2
• Gmail for Lightning - Attachments

RECENT DOCUMENTS

Here you will find the most recent information about your CRM and all the helpful links you need to know :

• Gmail for Lightning training - Fall 2018
• Mobility training - Fall 2018
• Video tutorials for Lightning - Summer 2018
• Lightning training kit - Summer 2018

GBU CORNER

This section offers a space dedicated to your GBU, where you can find your latest GBU specific materials, who's who in your GBU CRM Team, etc.

GBU Aroma Performance

GBU Coatis

GBU Fibras

GBU Novecare

GBU Performance Polyamides

GBU Peroxides

GBU Silica

GBU Soda Ash & Derivatives

GBU Special Chem

GBU Solvay Energy Services

GBU Technology Solutions

MBU Corner

USEFUL DOCUMENTS

Authorization/access to CRM : all access requests for CRM must be validated by Line manager and by GBU CRM Champion

• All Users (except Novecare) : Click here to request access to core CRM User Creation form - NEW
• Novecare Users only : Click here to request access to core CRM Novecare User Creation form - NEW
  

User Adoption : actions follow up

• CRM Monthly Key users Adoption Review - NEW
• CRM Users - Questions & Answers - NEW

Compliance information

• Antitrust guidance Market Intelligence Gathering

Release Notes

• Monthly Release - March 2019 NEW
• Winter Release - February 2019
• Fall Release (10.0) - October 2018
• Archives from 2015 to 2018
  

Tutorial videos

• How to create reports in CRM (~4 mins) NEW
• Advanced use of filters in reports (~4 mins) NEW
• Advanced use of Cross filters in reports (~4 mins) NEW
• How to create list views (~4 mins) NEW
• How to use Gmail to Salesforce integration (~ 7mins) NEW
• Integration with Gmail: how to install? NEW
• Account & Contact Management
• Sales Planning
• Opportunity Management
• 360° Customer view

Trainer Toolkit

• Onboarding training (Lightning)
• Training tips & tricks
• Generic training materials (updated to Winter Release (7.0))  
• Short training materials (updated to Spring Release (5.0))
• Exercises Booklet
• CRM Chatter Guide
• Onboarding training (Classic)

Mobile documentation

• Tablet Configuration by End-Users
  
• How to access Salesforce on your tablet (web browser)
• Mobility - Salesforce1 application