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33 Cards in this Set
- Front
- Back
Salesforce has 5 Editions |
1.Personal Edition 2.Team Edition 3.Professional Edition 4.Enterprise Edition 5.Unlimited Edition |
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Personal Edition Contains |
1.Basic Account 2.Contact 3.Opportunity Management for one person. |
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Team Edition Contains |
1.Basic Account 2.Contact 3.Opportunity Management for teams of 5 users or less. |
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Profession Edition |
Full powered CRM without complexity for any size organization. |
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Enterprise Edition |
Flexible CRM with more complex Organization. |
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Unlimited Addition |
Full CRM for multiple websites. |
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Basic Terms for Salesforce |
Home Page Tabs Apps Tab Home Pages A record A Detail Page Related Lists Sidebar |
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Tabs |
1.Leads 2.Accounts 3.Contacts 4.Opportunities 5.Cases 6.Solutions 7.Documents 8.Reports 9.Dashboards 10.Products 11.Forecasts 12.Campaigns 13.Contracts |
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If granted access by the user the administrator can login as the user. |
True, If you’re an administrator and have been granted access by a user, you can |
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Working Offline |
If you work offline you should click the Update Briefcase link synchronize your data with salesforce next time you are online. Also you should empty your briefcase after update to avoid Confusion. |
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Number of leads that can be imported through Import Wizard |
50000 And the leads can be shared within groups of users. |
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Offline Edition allows you to synchronize your |
Contact, Leads, Opportunities, Activities, products and schedules. |
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How to get to the leads |
All Open Leads My Unread Leads Today's Leads Recently Viewed Leads |
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Lead Assignment Rules |
When Leads are imported or manually entered they can be automatically assigned using the Lead Assignment Rules. |
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To merge leads records you must be a |
lead record owner System Administrator or Lead owner's Manager. |
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Lead Related Lists |
Log a call New Task Send an Email New Event Mail Merge Campaign |
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To Transfer field Leads you must be |
An Administrator Or User with Manage Leads and Transfer Leads Permission. |
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Mass Transfer Leads or Mass Delete Leads can be done by |
Systems Administrator. |
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Mass Transfer of Accounts can be done by |
Administrators |
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To Track account teams in salesforce you have to be in which edition |
Enterprise or Unlimited |
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To Merge accounts you must be a |
Systems Administrator Accounts Record Owner Or Account Owner's Manager |
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Deleting accounts can be done by |
Systems Administrator |
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Standard Fields for Contacts |
Contact Owner Reports To Lead Source Email Opt out Do not call |
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Importing 50000 contact can be done by Limit of contacts any user can import |
Systems Administrators -50,000 normal user-500 |
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orphans, place holders in contacts |
this technique works well for , when we know one contact is in a department but dont want to leave the contact out of the org chart. |
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Activities |
1.Task 2.Event 3.Log a call 4.Mail Merge 5.Send an Email |
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Mass Emails |
When sending mass emails you can send a max of 250 emails at a time. A company is limited to 100 emails a day. |
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Emails can be tracked in |
Activity List and also related list in the accounts and contacts. |
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Products can have different prices in different price books. |
On an opportunity you can only use one price book at a time. |
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If the product has both quantity and revenue schueduling |
First Quantity is calculated and then the revenue is divided. |
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Forecasts are grouped into these categories |
1.Closed 2.Commit 3.Best Case 4.Pipeline 5.Omitted |
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Closed - Total number of opportunities you have won in a forecast period |
Commit - Commit is the amount of Opportunities you believe you can win in a forecast period. The commit is made up of won opportunities and the ones you are going to win. |
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Best Case - The total amount you could bring in if all things go right. best case = Closed + Commit + Best Case. |
Pipeline - Sum of all the open opportunities in a forecast period.
Omitted - Contains all the opportunities you have lost or the opportunities you want to omit from the forecast. |