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 ALL 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 Topic :

• 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.

> Click here to see all corners OR choose your GBU :

• 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