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Table of Contents
Getting Started ................................................................................................................................. 3
How do I log in? .................................................................................................................... 4
How do I set my time zone? .................................................................................................. 5
How do I set a reminder? ...................................................................................................... 7
How do I set an email signature and BCC myself? ............................................................... 9
How do I do something with an opportunity? ...................................................................... 11
Customizing Your Salesforce.com Experience .............................................................................. 12
How do I customize my tabs? ............................................................................................. 13
Searching ....................................................................................................................................... 15
Using filter criteria ............................................................................................................... 16
Views .............................................................................................................................................. 18
What is a View? .................................................................................................................. 19
Leads.............................................................................................................................................. 20
How do I create a lead? ...................................................................................................... 21
How do I convert a lead? .................................................................................................... 23
How do I delete a lead? ...................................................................................................... 26
How to create a lead II ........................................................................................................ 30
Accounts......................................................................................................................................... 34
How do I create a new account? ......................................................................................... 35
How do I create an opportunity from a contact? ................................................................. 38
What should I do if I see a duplicate? ................................................................................. 42
How do I create an account? .............................................................................................. 47
Reports ........................................................................................................................................... 50
How do I customize an existing report? .............................................................................. 51
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Getting Started
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Check Remember User Name to save having to re-enter your user name in the future.
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Check your Time Zone setting. If it isn't correct then select Edit.
Scroll to the bottom of the page, select your Time Zone and select Save.
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Test Reminders
Select Preview Reminder Alert to test your reminders. You should see the reminder pop-up
displayed. If you cannot see the reminder pop-up then your pop-up blocker maybe preventing your
Salesforce reminders from displaying properly.
Select Save
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1. Menubar
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Customize Tabs
From this screen you can customize the tabs that appear and the order that they appear in.
Once you have finished customizing the list of tabs in the right column, click Save.
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Searching
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The search box allows you to quickly search your Salesforce data by entering a search term.
As you type, Salesforce will display recent items (1). Click the Search button to view all search
results (2).
Search Results
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If you would like to limit the areas of Salesforce that are searched click on Search Options.
Check the boxes next to the categories you would like to search (1) and click Search (2).
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Views
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What is a View?
A view is a set of search conditions that display items that match the search conditions. For
example, a view of contacts that have "Birthdays This Month" would filter your list of contacts
based on a search for birthdays falling on a day in the current month.
By default, Salesforce.com includes a number of views for each category of items.
Here you can see a list of views for Contacts. Selecting any of these views and pressing the Go
button will display a list of contacts that has been filtered based on the search conditions assigned
to the view.
The list of views can be edited so your list may not look exactly the same.
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Leads
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Save
When you have finished entering the details for the lead, click the Save button.
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To convert a lead into an account, contact, opportunity, etc., begin by locating the lead and loading
the lead details.
Convert
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Finish Conversion
After you finish filling in the lead conversion information click Convert.
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1. Select Create
2. Select Lead
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Accounts
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Before you create a new account, search to see if the account already exists.
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Depending on the screen you are currently viewing you will have different options to create a new
account. The Create New... menu (1) will usually be available. Alternatively you can use the New
button (2) or the Quick Create form (3).
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After you have finished filling in the new account information, click the Save button to create the
account.
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Locate Contact
Locate the contact you would like to create an opportunity for and click on it in order to view
details.
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Create Opportunity
Click on the New Opportunity button to create a new opportunity for the account associated with
the contact.
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Save
Click Save when you have finished filling in all of the details.
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The Result
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Duplicate Accounts
If you find two accounts for the same organization then you can merge them into a single account.
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From the main Accounts screen (1), click on the Merge Accounts link (2) under Tools.
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Begin by searching for the duplicate accounts. Enter the account name and click Find Accounts.
After clicking on the Find Accounts button a list of accounts will appear. Select all of the account
records that you would like to merge into one (1). Click Next to continue (2).
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Now you will choose which information should be used when merging the accounts into one.
Begin by selecting the Master Record (1). The Master Record is the one that will remain after the
merge is complete.
Next, specify the data to be used when merging by select the appropriate radio box (2).
Merge
After you have finished selecting the data you want to keep, click the Merge button.
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The Result
The records have now been merged and you no longer have any duplicates.
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Click save
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Reports
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From the Reports tab, locate the report you would like to customize. Click on the report to view
the details.
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Customize
Make any customizations you would like. For example, you might add an additional column to the
results that are returned.
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Once you have finished making the customizations, click the Save button to save your copy of the
report.
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After saving the report you can Close the report editor.
You will be asked to confirm that you want to close the report. If you haven't made any further
changes you can click the Close button.
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The Result
Your new report will now appear in the list of available reports.
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