We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.
December 10, 2018
Alamo Room
Audience: Non-AD staff
Agenda
Welcome to CII's Salesforce!
Review the wiki
Getting Around in Salesforce
CII's Primary Salesforce Apps
- Sales: Day-to-day, basic management of Accounts and Contacts
- CII Groups: Committees, research teams, CBAs are found here.
- Salesforce Chatter: Collaborate with each other to learn Salesforce. Also future home for selected members.
- Invoices & Collections: Deployment still in progress. Accounts receivable for membership, publications, other.
Contacts
https://cii-today.lightning.force.com/lightning/o/Contact/home
CII How to Article: Search and List Views
Search
Search - use the search bar to find contacts, accounts and other information quickly
- Search for John Smith
- Search for contacts you know
List View and Filters
Use List View Filters for some of your common searches.
Check out this quick 4 minute video.
CII Groups
Committees, teams and CBAs.