1. @SalesforceU Getting Started: Navigating Salesforce

2. Improved Setup User Interface Items have been reorganized by task type Enable or disable new Setup user interface at: Customize | User Interface The Summer '13 release provides an updated interface for personal and administrative setup tasks. On by default for new organizations Opt-in for existing organizations Your training orgs will use the traditional Setup user interface. Redesigned personal settings area Access Setup from the header

3.  CRM: customer relationship management  Cloud: toolsets to support different areas of relationship management  Sell products  Manage connections  Close deals  Help customers  Increase productivity  Reduce costs  Gain visibility into service  Share with: –Co-workers –Customers –Partners Are You New to Salesforce? Welcome to Salesforce!

4. What Will You Find in Salesforce? Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts

5. Leads Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Any person, organization, or company that may be interested in your products or services.

6. Opportunities Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts A potential revenue-generating event.

7. Accounts Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Customers, competitors, and partners.

8. Forecasts Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts The best estimate of the revenue you can generate in a quarter.

9. Contacts Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Any individual or influencer associated with an account.

10. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Cases A detailed description of a customer’s feedback, problems, or questions.

11. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Solutions A detailed description of a customer issue and its resolution.

12. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Dashboards A real-time snapshot of company metrics and performance indicators.

13. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Activities A task or a scheduled calendar event.

14. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Products An individual item that is sold on an opportunity.

15. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Reports Summary and analysis of Salesforce data.

16. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Contracts A written agreement between two or more parties.

17. Chatter Reports Contracts Leads Opportunities Accounts Products Forecasts Activities Dashboards Solutions Cases Contacts Chatter A collaboration tool that helps you connect with other users in your organization.

18. Navigating Salesforce (Here is where you can do a demonstration.) Navigating Salesforce (Here is where you can do a demonstration.)

19. Success Boost! But What if You Need More Help? ? ? learn more Training!  Getting Started: Using the Sales Cloud  Use Help & Training to make Salesforce work for you! Help!  Navigation  Getting Started

20. In this course, you learned about:  Basic Salesforce terminology.  Home pages.  Default tabs.  List views.  Record detail pages.  Global Search.  Help & Training. Now you can get started using Salesforce! What Do You Know About Navigating Salesforce? SUCCESS!