Salesforce Basics
- Deborah L Degezelle
We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.
- October 4, 2018 from 2pm - 4pm
- October 15, 2018 from 10am - noon
- October 18, 2018 from 2pm - 4pm
Alamo Room
Audience: All staff.
Agenda
Welcome
CII Information Systems Wiki https://utexas.atlassian.net/wiki/display/CII/CII+Systems
- Email your Trailhead Profile link to Deborah
Welcome to Trailhead
- Sell Lightning Fast with Sales Cloud https://trailhead.salesforce.com/trails/lex_end_user
WALKTHROUGH - approximately 15 minutes each
Welcome to Salesforce
Watch video about Accounts and Contacts
https://www.youtube.com/watch?v=fmiUtHXMQKg
Review text.
CII Note: CII has disabled lead qualification. At CII, every person record is a contact.
CII Note: Accounts = Companies, whether they are members or non-members.
CII Note: Salesforce has the ability to allow a person to be associated with more than one Account. At CII, people should only be actively associated with one account at any time. We will use “Indirect” relationships to show former employer history.
Get Started with Salesforce
Review text and watch the Search for Records video.
CII Note: CII will limit document uploads due to cost. Use other current file storage options such as the CII Shared “I” Drive or UT Box. Talk to the Information Services team if you think can certain kinds of documents (contracts, member applications perhaps?) might be useful within Salesforce.
Work with Your Salesforce Admin
CII Note: Deborah and Ila are your Salesforce admins. Let’s work together to figure out how to make it work best! We will serve as liaisons with Salesforce ticket support, Accelerator services and outside consultants.
CII Note: Calling all future Super Users! We would love for you to help us make the Salesforce experience better for everyone. There’s things you can do to help prior to launch, during launch and afterwards. Let us know if you want to be a super star.
Check Out Reports, Dashboards, Feeds, and More
Chatter for Lightning Experience.
Have extra time? Check out Chatter and tell us what you think. CII is thinking about using it to manage member prospects and loop member ambassadors into the communications flow.
https://trailhead.salesforce.com/trails/lex_end_user/modules/chatter_basics_for_users