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Salesforce : an introduction

Salesforce : an introduction. Well, actually, it was a few years ago in an office not so far away…. The young Spark organization experienced early success. But all was not perfect.

yolanda-sullivan
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Salesforce : an introduction

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  1. Salesforce: an introduction

  2. Well, actually, it was a few years ago in an office not so far away… The young Spark organization experienced early success. But all was not perfect. The growing organization struggled against the evil empire to keep track of data and information. In its struggle against the evil empire, the Spark organization began using the power of THE SALESFORCE! Now you have been called upon to learn the ways of the Salesforce. Your journey to becoming a Jedi begins now. May the Salesforce be with you.

  3. Objectives SSMWBAT • Create 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.

  4. 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

  5. Logging into Sparkforce • Receive your password: you will receive an email from Salesforce with an auto-generated password • Login to Salesforce at: www.salesforce.com Your Salesforce username is your email address • 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.org P: ***** IT’S A TRAP!

  6. The Main Page Access to EVERYTHING!

  7. 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!

  8. Some Terms (called “Objects”) • Account: Organizations Galactic Design Corp • Contact: People we know Yoda, HR Director • Lead: People we don’t know Han Solo, Sales Rep. • Campaign: A way to bring them all together Fall 2013 Alderaan Program

  9. How it all works: Accounts, Leads, Contacts

  10. How it all works:Campaigns FA 2012 Alderaan Campaign SP 2012 Alderaan Campaign FA 2012 Tattooine Campaign

  11. So…What’s what? • Account • Campaign • Contact • Lead A person we don’t know A way to bring together different types of accounts and leads An organization (Business, School, etc) A person we know (a mentor, student, teacher, etc)

  12. Creating and Finding Objects

  13. Exploration • Contact: John **** • Lead: Alexys *** • Account: Oaklandish • Campaign: Spring 2013 San Francisco Program “Aren’t you a little short for a stormtrooper?”

  14. Leads vs. Contacts

  15. Converting Leads Convert Leads You Can

  16. Account, Contact, Lead, or Campaign?

  17. A Bit Of Practice • Create a Contact for Yourself • Use the Account: “Spark Bay Area” • Look up the following “objects”. • Sarah *** • Jess *** • Mariana *** • Check out other accounts, contacts, and leads – How do they all fit together?

  18. Agenda Salesforce keeps track • 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

  19. Logging Activity You wanna be a mentor? Great! • Activities • Calls • In-Person Meetings • E-mails

  20. Using BCC

  21. How to log calls manually • Go to the Contact’s or Lead’s Page • Scroll down to “Activity History” • Click “Log a Call”

  22. 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!

  23. We Just Conquered… • Create Leads for “new people” • Convert them to contacts when they respond to your messages • Keep track of your phone calls/e-mails/etc with them

  24. The next thing to conquer… • Using Campaigns • Categorizing Potential Mentors • Using reports to prioritize action

  25. Other Salesforce Jedi Tools • http://www.youtube.com/sparkforcetraining • Videos on everything Spark-Salesforce Related • Salesforce Program Manual on the Server • Pretty much has everything you could want! • Spark Staff! • I’m glad to help! • Our Jedi Master, Kelly Dwyer (kdwyer) in Chicago • Also Chicago Jedi Knight, Taylor Sawyer (tsawyer)

  26. You are now a Salesforce Jedi!

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