Introto salesforce with star wars help

Salesforce: an introduction

Objectives

SSMWBATCreate Accounts, Contacts, Leads and Campaigns on Salesforce

Define Accounts, Contacts, Leads, and Campaigns

Use various Salesforce functions to track and plan recruiting campaigns

Utilize the BCC function and log calls Log calls

The possibility of successfully navigating Salesforce is approximately 3,720 to 1.

Agenda Getting started

Logging in to Salesforce Taking a look around

An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and campaigns Tracking

Conclusion: What’s Next More about Campaigns Basics of reports Deciding what to do

A lot to learn, there is

Logging into Sparkforce1. Receive your password: you will receive an email from Salesforce with an auto-generated

password2. Login to Salesforce at: www.salesforce.com Your Salesforce username is your email address3. Create a new password: When you login for the first time, you will be asked to create a

password.

If you don’t have your salesforce accounts yet, use mine:U: kverhoff@sparkprogram.orgP: *****

IT’S A TRAP!

The Main Page Access to EVERYTHING!

Agenda Getting started

Logging in to Salesforce Taking a look around

An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and

campaigns Tracking

Conclusion: What’s Next More about Campaigns Basics of reports

Beep Beep Boop!

Some Terms (called “Objects”)

How it all works: Accounts, Leads, Contacts

How it all works:Campaigns

SP 2012 Alderaan Campaign

FA 2012 Alderaan Campaign

FA 2012 Tattooine Campaign

So…What’s what?

1. Account2. Campaig

n3. Contact4. Lead

a. A person we don’t know

b. A way to bring together different types of accounts and leads

c. An organization (Business, School, etc)

d. A person we know (a mentor, student, teacher, etc)

Creating and Finding Objects

Exploration Contact: John **** Lead: Alexys *** Account: Oaklandish Campaign: Spring 2013 San Francisco

Program“Aren’t you a

little short for a

stormtrooper?”

Leads vs. Contacts

Converting Leads

Convert Leads You Can

Account, Contact, Lead, or Campaign?

A Bit Of Practice

1. Create a Contact for Yourself2. Use the Account: “Spark Bay Area”3. Look up the following “objects”.

1. Sarah ***2. Jess ***3. Mariana ***4. Check out other accounts,

contacts, and leads – How do they all fit together?

Agenda Getting started

Logging in to Salesforce Taking a look around

An Overview of recruiting How it all fits together Creating and finding accounts, contacts, and campaigns Tracking

Conclusion: What’s Next More about Campaigns Basics of reports Deciding what to do

Salesforce keeps track

Logging Activity Activities

Calls In-Person Meetings E-mails

You wanna be a mentor?

Great!

Using BCC

How to log calls manually

1. Go to the Contact’s or Lead’s Page2. Scroll down to “Activity History” 3. Click “Log a Call”

Agenda Getting started

Logging in to Salesforce Taking a look around

An Overview of recruiting How it all fits together Creating and finding accounts, contacts,

and campaigns Tracking

Conclusion: What’s Next More about Campaigns Basics of reports

We’re at the end. Now it’s time to

destroy the Death Star!

We Just Conquered…

1. Create Leads for “new people”2. Convert them to contacts when they respond

to your messages3. Keep track of your phone calls/e-mails/etc with

them

The next thing to conquer…

Using Campaigns Categorizing Potential

Mentors Using reports to

prioritize action

Other Salesforce Jedi Tools

http://www.youtube.com/sparkforcetrainingVideos on everything Spark-

Salesforce Related

Salesforce Program Manual on the ServerPretty much has everything you could

want!

Spark Staff!I’m glad to help!Our Jedi Master, Kelly Dwyer (kdwyer) in ChicagoAlso Chicago Jedi Knight, Taylor Sawyer (tsawyer)

You are now a Salesforce Jedi!