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

https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_getting_started?trail_id=lex_end_user

• 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.

• Create a list view.

CII Groups

Committees, teams and CBAs.

Test Protocol