Getting Started Salesforce Free Trial

8/14/2019 Getting Started Salesforce Free Trial

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Welcome to your Salesforce CRM trial. We’ll get you

started by showing you how to get around your

trial and how you can quickly get up and running.

Let’s get started.

NAVIGATING

YOUR SALESFORCECRM TRIAL



TABLE OF CONTENTSNavigating Your Salesforce CRM Trial

Importing Contacts

Creating Personal Tasks

Managing Leads and Opportunities

Tracking Calls, Emails, and Meetings

Getting Started Tab ................................................................................................3

Contacts Tab ........................................................................................................... 4

Contact Record ...................................................................................................... 5

Account Record ...................................................................................................... 6

Opportunity Record ............................................................................................... 7

Lead Record ........................................................................................................... 8Home, Reports, and Dashboard Tabs .................................................................9

Forecasts, Chatter, and Files Tabs .......................................................................10

Importing contacts from CSV/Microsoft Excel .................................................... 11

OUTLOOK — Exporting contacts from Outlook ................................................. 12

OUTLOOK — Import your contacts into Salesforce CRM ..................................13ACT! — Exporting contacts from ACT! ................................................................13

ACT! — Import your contacts into Salesforce CRM ...........................................14

Gmail — Exporting contacts from Gmail ...........................................................14

Gmail — Import your contacts into Salesforce CRM .........................................15

How to create a new task ....................................................................................16

Convert a new lead ..............................................................................................17

Log a call and follow up task ...............................................................................18

Send an email and schedule a meeting ............................................................19



Getting Started tab. Here you’ll find videos and text tutorials to walk you through

a few steps to get up and running quickly.

TabsTabs help you quickly navigatearound Salesforce to findinformation, like your contactsor sales opportunities.

Help & Training This link takes you to our help portal where you cansearch for help on specific topics, or ask questions

that you have in our customer community.

NAVIGATING YOUR SALESFORCE CRM TRIAL

http://help.salesforce.com/

http://success.salesforce.com/answers

http://success.salesforce.com/answers

http://help.salesforce.com/





Contact Record. When you click into a contact, you can see all of the contact

information that you have for that individual — including their title, phone

number, and email. You can also create custom fields to track any specific

information that you need to run your business.

Social Contacts

These are links to connect Salesforce to your social networksso that you can view additional public information aboutyour contacts, like their Twitter feed, directly in Salesforce.

Contact Information You can view and edit all contactinformation that you track directlyon the contact record.

Complete Historyof All Interactions The related lists on the contacinstantly give you a completehistory of all interactions thatyou, or anyone you’ve workedwith, has had with thiscontact. Including all emailsand phone calls, meetings,campaigns, and even filesthat were sent.

NAVIGATING YOUR SALESFORCE TRIAL



Account Record. Each contact and opportunity is associated with an account.

Accounts are how Salesforce refers to companies that you’re working with, or that

you’ve worked with in the past.

360-Degree Customer View Quickly access all critical account data and see acomplete history of all communications you, or anyoneyou’ve worked with, has had with this account.

Social ContactsThese are links to connect Salesforce to your social networks

so that you can view additional public information aboutyour accounts, like their Twitter feed, directly in Salesforce.

Account Information You can view and edit all accountinformation that you track directly on

the account record.




Opportunity Record. The opportunity record is where you track all of the

information you need to know about that deal, including the stage the deal is at

in the sales cycle, when it’s expected to close, and how much the deal is worth.

Complete History of All InteractionsThe related lists on the opportunity instantly give you acomplete history of all interactions that you, or anyoneyou’ve worked with, has had for this sales deal. Includingall emails and phone calls, meetings, campaigns, andeven files that were sent.

OpportunityInformation You can view and edit allopportunity information

that you track directly onthe opportunity record.

Manage Sales Process Easily edit critical deal information, likewhat stage your deal is in and how muchit’s worth. Updates are automatically

reflected in management forecasts givingyou a real-time view of your business.




Lead Record. Leads are how Salesforce describes prospects, or potential customers.

These are people that you may have met at a trade show or who filled out a lead

form on your website, but who you haven’t yet qualified as a valid lead.

Converting Leads Once you’ve qualified that a lead is interested in buying yourproducts and is an active sales opportunity, that’s when youconvert them. By converting the lead, you create a contact,account, and a sales opportunity.

Lead Information You can view and edit all leadinformation that you track directly

on the lead record.






Chatter tab. Chatter is a private,secure collaboration platform foryour company. Chatter helps youcollaborate with your coworkerson presentations and in groupsto close sales deals, crowd-source answers to key business

questions, and work moreefficiently.

Files tab. Easily store and sharefiles with your coworkers andcustomers, right from Salesforce.You can make comments onfiles, track different versions, andsubscribe to receive updates theminute anything changes.

Forecasts tab. Your forecast givesyou a rolled-up view of all salesopportunities so you can predict

revenue. You can click to see detailson each rep — and apply yourjudgment by adjusting your forecas

NAVIGATING YOUR SALESFORCE CRM TRIAL



Mass-load all your contacts into your Salesforce application inminutes so you can spend your time growing your business

instead of entering phone numbers and email addresses. This

tutorial will walk you through how to import your contacts from a

CSV file, as well as from Outlook, ACT! and Gmail.

One best practice is to test how a file with just 5-10 contacts willimport. That way you can go back and modify your data or refine

the process if needed.

1. Before you start, review your CSV file and check that all of your contactinformation is consistently arranged and columns clearly labeled so that it willimport correctly.

2. If your data is saved as a .xl or .xls file, select File and then Save As to saveyour spreadsheet as a Comma Separated Values (CSV) file.

3. When your contact file is set, login to your Salesforce account.

4. Click on the Contacts tab.

5. Find the Tools section in the bottom right hand corner of the page, and thenclick on the Import My Accounts & Business Contacts link.

6. From there you’ll be taken to an overview page to import your contacts. Thereare a number of helpful links on the right side of this page for you to read.NOTE: If you’re importing more than 500 contacts, click on the link at the topof the page in the yellow bar. You’ll be taken to another import wizard to walkthrough those steps.

7. Click on the Start the Import Wizard link.

8. Select Other Data Source as where your data is coming from and then clickNext .

9. Click the Browse or Choose File button to select the file to upload and then clickNext .

CSV

IMPORTINGCONTACTS

FROM CSV/MICROSOFTEXCEL

IMPORTING CONTACTS



10. Now you can start checking how your contact information is being mapped tofields in Salesforce. When you’ve checked over the data, click Next .

11. Check how the rest of your data is being mapped as you walk through thewizard. When you reach the end of the mapping process, click Import Now!

12. Click Finish when done.

13. Click the Contacts tab to check your work. You can see the contacts that havejust been imported.

OUTLOOK

EXPORTING

CONTACTSFROMOUTLOOK

1. Launch Outlook.

2. Select File menu and then the Import and Export … menu option.

3. Choose Export to a file and click Next .

4. Choose Comma Separated Values (Windows) and click Next .NOTE: If you have Outlook 2000, you may be required to install the exportcomponent for this step.

5. Select the Contacts folder and click Next . You can select a different contacts folderif you have contacts stored in multiple folders.

6. Choose filename for the exported data and click Next .

7. Check Custom Field mapping. If you have any fields in Salesforce CRM that you

want contact information mapped into (e.g., you track the number of years eachcontact has been at a company), you can do so by clicking Map Custom Fields and then following the instructions.

8. Click Finish.

NOTE: If you want to import contacts from multiple users, follow the additional stepsbelow. If you are only importing contacts for one user, proceed to the next section.

9. Repeat Steps 1–8 to export the contacts for all users whose contacts you want toimport into Salesforce CRM.

10. Merge all files into a single CSV file using Excel or a similar application.

11. Review your data for accuracy.

12. Add a column titled Record Owner and add the user’s Salesforce CRMusername to this field in the format [email protected] or Joe Smith. This stepensures that each user’s data is correctly owned by that user in Salesforce CRM.NOTE: All users named in the CSV file must be created in Salesforce CRMbefore importing.

13. Save file and proceed to the next section.

MPORTING CONTACTS



1. Log in to Salesforce CRM.

2. Click the Contacts tab.

3. Click the Import My Accounts & Business Contacts link in the Tools section.

4. Click Start the Import Wizard.5. Select Microsoft Outlook from the radial dial and then click Next .


7. Click Next again. On the off-chance your data does not import correctly, this iswhere you can manually map each of the fields in your file to Salesforce CRM.

8. Keep clicking Next until you reach the end of the mapping process, then clickImport Now!


10. Click the Contacts tab to check your work. You can see the contacts that havejust been imported.

OUTLOOK

IMPORT YOURCONTACTSINTO

SALESFORCECRM

1. Launch ACT! and open your database.

2. Select the File menu and click Export to open the Export Wizard.

3. Click Next to get to the Specify Destination step.

4. Select Text Delimited file type.

5. Click the Browse button and then choose the Filename and location forexported data.

6. Select Comma Separated Values (*.csv) in the ”Files of type” dropdown menuand click Open.

7. Click Next .

8. Select Contact Records as the type of records you want to export.

9. Select All records and click Next .

10. Select Comma for field separator character.

11. Select the checkbox for Yes, export field names and click Next .

12. Leave the export field order list alone and click Next .

13. Click Finish.

ACT!

EXPORTING

CONTACTSFROM ACT!

MPORTING CONTACTS



NOTE: If you want to import contacts from multiple users, follow the additionalsteps below. If you are only importing contacts for one user, proceed to the nextsection.

14. Repeat Steps 1–13 to export the contacts for all users whose contacts youwant to import into Salesforce CRM.



17. Add a column titled Record Owner and add the user’s Salesforce CRMusername to this field in the format [email protected] or Joe Smith. Thisstep ensures that each user’s data is correctly owned by that user inSalesforce CRM.NOTE: All users named in the CSV file must be created in Salesforce CRMbefore importing.




3. Click the Import My Accounts & Contacts link in the Tools section.

4. Click Start the Import Wizard.

5. Select ACT! from the radial dial and then click Next .

6. Click the Browse or Choose File button to select the file to upload and then clickOpen.

7. If you want to check how your data is mapping to Salesforce, click CustomizeMappings. Otherwise, click Import Now! to import your data.


9. Click the Contacts tab and select the New This Week view and click Go! tocheck your work. You can see the contacts that have just been imported.

ACT!

IMPORT YOURCONTACTSINTOSALESFORCE

CRM

GMAIL

EXPORTINGCONTACTSFROM GMAIL

1. Log in to your Gmail account.

2. Click on Gmail on the left side of the page and then click on the Contacts link inthe dropdown menu.

3. Click on the More button in the middle of the page and select Export from thedropdown menu.

MPORTING CONTACTS



4. Choose the Contact list to export.

5. Choose “Outlook’s CSV format (for importing into Outlook or otherapplications)”

6. Click Export .

7. Click Save to Disk and then click OK. If a window pops up, you should save thefile to your desktop.

NOTE: If you want to import contacts from multiple users, follow the additional stepsbelow. If you are only importing contacts for one user, proceed to the next section.

8. Repeat Steps 1–7 to export the contacts for all users whose contacts you want toimport into Salesforce CRM.



11. Add a column titled Record Owner and add the user’s Salesforce CRMusername to this field in the format [email protected] or Joe Smith. This stepensures that each user’s data is correctly owned by the user in Salesforce CRM.NOTE: All users named in the CSV file must be created in Salesforce CRM beforeimporting.




3. Click the Import My Accounts & Business Contacts link in the Tools section.

4. Click Start the Import Wizard.

5. Select Microsoft Outlook from the radial dial and then click Next .


7. Click Next again. On the off-chance your data does not import correctly, this iswhere you can manually map each of the fields in your file to Salesforce CRM.

8. Keep clicking Next until you reach the end of the mapping process, then clickImport Now!


10. Click the Contacts tab to check your work. Select the New This Week view andclick Go! to see the contacts that have just been imported.

GMAIL

IMPORT YOURCONTACTSINTOSALESFORCECRM

MPORTING CONTACTS



Many sales reps refer to tasks as ticklers. To others, they’rereminders or to-dos. Whatever you call them, when you create

tasks, activities don’t fall through the cracks. You can easily

keep yourself organized and make sure you’re staying on top

of what you need to do to run your business and meet your

customer needs.

1. Click on your Home Tab

2. Go to the My Tasks section and click on the New button.

3. Fill in the Task Information.

4. Select the Contact or Opportunity the task is related to.

5. Enter a Subject .

6. Set the Status, Due Date and Priority.

7. Click to Send a Notification Email and set the reminder date and time if youwant an email reminder of the task.

8. Click Save when you’re done filling in your task information, or click Save &New Task if you have additional tasks to add.

9. In the My Tasks section on the Home Tab, change the Filters on the right handside of the page to see your tasks.

10. When you’re done with a task, click the X next to it. Salesforce will mark it as“completed” and you can just click Save and you’re done.

HOW TOCREATE ANEW TASK

CREATING PERSONAL TASKS



A lead is a new sales prospect who is potentially interested inpurchasing your product or service. Typically, this is someone

who is at the beginning of the sales process who may have

found your product through your website or at a conference.

Once you’ve contacted the lead and have determined that they

are likely to buy, then you can convert them in Salesforce toan opportunity. An opportunity is a qualified prospect who is

interested in buying your product.

This tutorial will walk you through how you convert leads in Salesforce CRM. Convertingleads helps you keep track of where you are in the sales cycle with your contacts.When you convert a lead, Salesforce CRM also creates a new account, contact, andopportunity so that you can easily track every time you talk to the lead and everythingyou send that person.

1. Click on the Leads tab.

2. Change View to All Leads and click Go.

3. Click on the Specific Lead you want to convert.

4. Click Convert .

5. Change Record Owner by typing in the name of the person to whom you want theopportunity assigned.

6. Select Account Name. You can either create a new account or, if the account name

already exists, you can attach this opportunity to the existing account.

7. Enter an Opportunity Name so you can easily identify this specific opportunity.

8. Enter the Subject in Task Information so the person getting the opportunity knowswhat to do next.

9. Assign a Due Date for the task.

10. Select Send Notification Email and an email will automatically be sent to theopportunity owner informing that person of the task.

11. Click Convert when you’re done filling out the information.

CONVERTA LEAD

MANAGING LEADS AND OPPORTUNITIES





11. Enter the Due Date this task has to be completed by.

12. Change the Status based on whether the task has been started or not.

13. Change the Priority to let people know whether this is a high-priority task.

14. Click Send Notification Email to have Salesforce CRM automatically send anemail reminder.

15. Click Save once you’re finished changing your settings.

16. Check your work by finding the call and task you created in the Open Activitiesand Activity History related lists.

Now we’ll walk through how you can send an email and schedule a meetingstraight from the opportunity record. Note that you can log activities from the

contact, lead or account records, as well.

1. Click back into the opportunity you were just in.

2. Once you have the opportunity record, scroll down to the Activity History list andselect Send an Email.

3. Enter the Contact you want to email. You can click the Search icon (themagnifying glass) on the right of the contact box to search your contacts.

4. Add any additional Contacts or coworkers that you want to receive the email.

5. Enter the Subject of the email.6. Fill out the Body of the email (this is the message the recipient will receive).

7. Select Attach File to attach any documents you want to include with the email.

8. Click Send when you’re done customizing your email.

9. When you’re done, you can see your email is saved in the Activity History relatedlist on your contact’s record so you can easily find it when you need to.

10. Back on the opportunity record, scroll down to the Open Activities list and selectNew Event .

11. Enter the Subject of the meeting.

12. Enter the Location where the meeting will be.

13. Set the Start and End date and time for the meeting.

14. Select the Contact you’re having the meeting with and click Add to Invitees if youwant them to receive a calendar invite.

15. Add a Description of what the meeting is about, or the agenda you’ll cover.

SEND ANEMAIL AND

SCHEDULEA MEETING

TRACKING CALLS, EMAILS, AND MEETINGS



16. When you’re done filling out the meeting information, scroll down on the pageand click Invite Others.

17. Add any additional Contacts, Leads or coworkers you want to receive acalendar invitation for the meeting.

18. Click Save and Send Update to send out your calendar invitation.

TRACKING CALLS, EMAILS, AND MEETINGS

Documents

Getting Started Salesforce Free Trial