Salesforce CRM Full Training Tutorial by Nick

Introduction

• Target Audience: New Salesforce users or those looking to learn more
• Content: Accounts, Contacts, Leads, Opportunities, Cases, and various features
• Nick offers support on Salesforce setup/training via his website

Home Screen

• Initial screen post-login showing various components
  • Components: Sales pipeline, Today’s tasks/events, Recent records, Recent opportunities, Overdue opportunities
• User-specific: Layout varies by user role (e.g., sales, support, marketing)

Navigation Bar & Objects

• Located at the top, used to access different system areas
• Objects: Different areas within Salesforce (e.g., Leads, Accounts)

Leads

• Purpose: Track potential business
• Creating Leads: Enter details and save
• Stages: New, Working, Qualified, Unqualified
  • Example: From trade show lead to email engagement, phone call, and qualification
• Activities & Chatter: Log calls/emails, create tasks/events, communicate within Salesforce
• Converting Leads: From Lead to Account, Contact, Opportunity

Accounts

• Purpose: Businesses your organization engages with
• Creating Accounts: Enter business details and save
• Details: Phone, website, industry, revenue, etc.
• Relationships: Accounts connect to contacts, opportunities, cases, and notes

Contacts

• Purpose: Individual people associated with accounts
• Creating Contacts: Enter personal details and save
• Details: Name, contact info, address, etc.

Opportunities

• Purpose: Manage sales process
• Creating Opportunities: Enter details and save
• Stages: Qualification to Closed (Won/Lost)
• Views: Table, Kanban (drag-and-drop), Split View
• Activities & Chatter: Track interactions, internal communications

Cases

• Purpose: Support management for resolving customer issues/questions
• Creating Cases: Enter details (contact, type, priority, description) and save
• Stages: Move from Open to Closed
• Knowledge Area: Internal help resource

Tasks

• Purpose: Create and manage tasks
• Creating Tasks: Enter task details, assign it, set reminders/status/priority
• Integration: Tasks link to accounts and contacts

Calendar

• Purpose: Manage events
• Creating Events: Enter event details, set date/time/location
• Sync: Can connect with Google/Microsoft calendars

Reports

• Purpose: Generate insights from Salesforce data
• Types: Recent, private, public, all reports
• Usage: View predefined reports or create custom reports

Dashboards

• Purpose: Visual representation of data
• Creating Dashboards: Select parameters to display key insights
• Example: Opportunity pipeline, lead sources, conversion rates

Campaigns

• Purpose: Manage marketing efforts
• Creating Campaigns: Set status, name, type, budget, etc.
• Tracking: Link opportunities to campaigns to gauge effectiveness

General Navigation & Maintenance

• List Views: Search, create, clone, rename, and filter lists
• Favorites: Bookmark crucial records/areas for quick access
• Global Actions: Quick creation of tasks, events, leads, etc.

Final Tips

• Add relevant items to the navigation bar for easy access
• Utilize search and filters for effective data management
• For assistance: Contact Nick via his website in the description

Conclusion

• Recap of Salesforce features: Home, Leads, Accounts, Contacts, Opportunities, Cases, Tasks, Calendar, Reports, Dashboards, Campaigns
• Encouragement to like, subscribe, and seek help via comments or email
• Thank you and goodbye!