Some of the SalesForce Tasks That You Should Know


The application offered by SalesForce has been widely recognized by the companies of different sizes – small to medium to big enterprises. Though lots of people are aware of the benefits and advantages of this software, they are not highly proficient in using this application. The reality is that many people are unable to utilize the full strength of software due to the lack of knowledge in using the application. SalesForce is highly robust software and it is not possible to explain in benefits in a single, even a bigger article. You can use the tutorials to learn more about this software.

Now, let us look into some of the tasks that you can perform using the SalesForce. Though these tasks may look pretty simple, the fact is that most people are not aware of it. Activity history is a feature of SalesForce application that allows you see the list activities that you have performed on the application. Though you can find a brief on how things work with the Salesforce platform, it is best that you undergo a proper training to become well-versed at that. You can visit the websites of renowned Salesforce training centre such as Cloud Solutions in Chennai, Aptron in Noida, Third Sector IT in London, Aspira Tech in San Francisco, etc., to find out more about the SalesForce training. To see this history, you have to click the account tab on the top of the screen and then click the Activity History. This section could tell you the history of opportunity, lead, campaign or case in a single window.

Learning Salesforce

Learning SalesforceIt is true that you could learn the SalesForce on your own through experience. However, learning on your own through experience can cost you in terms of time and error. It takes a lot of time to gain knowledge through experience. Moreover, you will commit errors and mistakes during the experience. Such errors could cost your employer more and even cost your job. The best way to jump start you SalesForce experience is attending a training session at Cloud Solutions. There are many institutes to offer online and classroom training for SalesForce.

Most users navigate to the home page to open the new task activities. You can begin new activities by instantly clicking the Open Activities section. You can also create assign the newly created task to your colleague while having it linked with appropriate customer record. Additionally, you can also reassign the existing task to the new colleagues without any problem. By knowing all the features of SalesForce application, one could make the business operations quickly. As SalesForce application is complicated with a lot of features and options, it is quite difficult for the end user to grasp its ability quickly.

SalesForce training helps the end user to learn to use the application quickly and efficiently. The SalesForce application can be customized according to the requirements of the business. Sometimes, the chances are pretty much that your colleague may have missed to look at the new task assigned by you. In order to minimize such happenings, you can check the “Send Notification Email”, so that you will colleague will receive an email alert as soon as you have assigned the task. In case, if you do not find the check box for “Send Notification Email”, you can contact the SalesForce administrator to make necessary to actions to make the checkbox appear on your window.

If your SalesForce interface looks cluttered with many options, tabs, and buttons, then you can make your screen more organized by using the drop down menu on the right side. Using this menu, you can make display only the controls and options those are very important to you. You can create dashboards and reports for a list of tasks assigned to you. Similarly, the tasks that you have assigned to others are also reportable. The reports help to know the status of the task, thus helping the managers to track the job easily.

Benefits of Salesforce Training

Benefits of Salesforce TrainingWhether you want to improve your experience SalesForce or improve your productivity, attending SalesForce training can be highly helpful. There are many institutes around the country to provide training in SalesForce. But you should make sure that you get trained from any of the reputable institutes. Instead of choosing a training institute blindly, you have to do some research to find out the best one. There are many ways to find out whether an institute is good or not. You can ask your colleagues to find the training centers they have attended. They can provide reference or recommendations based on their experience.

A good training center should have good trainers, who are proficient in Salesforce and offering training. You should find out the list of certification offered by the training centers. Make sure that the training center offers certification and course that you need. The list of certifications offered by centers may from one to another. Before enrolling your name in a training center, log into its website to find its details. The website could provide various details like list of certifications, etc. See if the website has testimonials. You can find the contact details of the training center on the website. Contact them through the phone before visiting the institute in person.

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Some Common Mistakes During the Implementation of SalesForce

Implementation of SalesForce

There is nothing surprising to see the modern businesses implementing SalesForce in their workplace. It is one of the great systems for CRM applications. However, it is necessary to remember that implementation of SalesForce is not as easy as what most of us think. Many mistakes and errors bound to happen when implementing SalesForce. Knowing the mistakes committed by other customers help you minimize the errors in your implementation, thereby minimizing the delays in ROI. In this brief article, we will look into some of the top mistakes happen when implementing SalesForce.

Know The Requirements

Before implementing SalesForce, or even any other system, a company should know its requirements and related solution. As you know already, SalesForce is highly robust software that comes with lots of features and you can get to know all of these by taking up Salesforce training from popular training centers in the region. Knowing what you need from SalesForce helps you customize the system according to your requirements. SalesForce will be used by the managers, marketing agent, customer support executives and others. It is necessary for the every user to know how to use the SalesForce platform. Doing a detailed analysis helps to tune the SalesForce system according to the demands of business.

Poor system requirement analysis is one of the major reasons for the failure in most IT projects. Determining the requirements help you find out what are the operations needed to be performed by the SalesForce system. Determining the requirements is not a single time process. It should be done before the implementation and as well post implementation. Documenting the requirements helps the business to find out the customization to be amended on the platform.

Implementation of SalesForce mistakes

Selecting the wrong implementation partner can cost a company dearly. There are thousands of apps in SalesForce AppExchange. It is quite difficult and confusing in finding the right one. There are three types of implementation partners, viz. Small, Mid-market and Global. A small partner works with a single SalesForce product and they do not have the ability to deal with complex integration. For example, staffing agencies, freelancers, and small firms are the ideal examples of small partners.

Mid-market partners are the ones, who extend their service to mid-market to enterprise level organization at an affordable price. Mid-market partners have the ability to deal with multiple SalesForce products. Global partners involve in the development of SalesForce platform. Global partners work with global companies and MNCs. By utilizing the service of a skilled SalesForce consultant, you can have a SalesForce developed that precisely meets you business goals. The expert consultant is able to achieve this by carefully listening to your needs and understanding your business process.

Mistakes Committed While Implementing Salesforce

Lack of post-implementation plan is one of the major errors committed by the companies with respect to SalesForce implementation. Even after successfully implementing the SalesForce, the administrator or project leader to monitor the following to ensure things are going fine.

Identification of new processes and its implementation and enhancement
Check whether the users are using the functionalities properly
Users provided with required training, assistance, and support
Availability of the technical resources
Identification of new requirements and features for future release
Roadmap of SalesForce in place
Mechanism for feedback from the users and for further enhancement

SalesForce mobility optionsSalesForce comes with lots of mobility options. Lack of understanding on mobility option is a major mistake committed by the companies. There are lots of Apps available, which all comes with plenty of drag-and-drop components that let you design the app in the way you want. It is important for the users to undergo training before working with SalesForce platform. Training helps the users to make use of the SalesForce platform in less time. Nowadays, employers recommend their employees to undergo SalesForce training.

DIY learning of SalesForce can take a long time. This process results in lots of errors and inefficient performance during the initial stage. Errors can cost the business severely. Errors could result in loss of opportunities, poor customer satisfaction, etc. Training gives a confidence and the knowledge to approach the SalesForce in the right direction. Jebbaraj from Cloud Solutions insists on the advantage as it offers the trainee a chance to pick from a range of SalesForce certification courses.

Says Jebbaraj, “For best SalesForce training, you may visit the website. An institute offers many SalesForce certification courses. You can find the list of courses offered from the institute’s website. For individuals, undergoing SalesForce training can be a highly beneficial for their professional career. Employers prefer the candidates with certification, thereby enhancing the job opportunities for the job aspirants.”
Instead of selecting a training institute randomly, one should do some homework to find the best one.

Talk you colleagues and friends, who all have attended training centers. They can share their experiences with the training institutes so that you get some idea in finding the suitable one for you. Investing in SalesForce training is highly worthy for the both companies and employees. With efficient training, businesses could make use of the SalesForce to the maximum to yield exceptional results. It takes very a few minutes to find the training centers in your area through the Internet.

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