SFDC Functionality- Activity Management

To create the Activities, while creating the object, we should check for 'Allow Activities' check box then user can add open Activities and Activity History related lists on the Object layout.

There are two types of activities -

1. Task: Task is nothing but work assigned to a particular person, it doesn't have certain time limit.
2. Event: It has certain time limit in that time only all persons should assemble after the time limit over, event will get complete.

Once event or task status changed to 'Completed" then we can see those records under Activity History Related List.

Activities are created from records such as Accounts,Contacts,Cases,Leads and so on....

Users can view Activities both in the context of a relevant item or Stand alone Mechanism from their Calendar and  Task list from Sales force CRM.

Activity History of related records shows all the completed Tasks,Logged phone calls,expired events and outbound events for records.

Describe the capabilities of activity management:

Events show up on your calendar have specific time associated with the. Task does not have specific time but they have a date. This is the difference.)

Reminder pop ups only come up if the user is logs in

1. Calendar (two person button, to see all users calendar and great tool to find meeting)

2. Schedule calls, meetings, tasks

3. Link activities to Contacts, Accounts and Opportunities

4. Schedule calls

5. Recurring activities

6. Complete activities

Once the scheduled time for an event passed, event automatically moved to the activity history.

SFDC Functionality- Contact Management

Contact Management is Carried out using felicities found in Contacts Tab.In Contact Management.the  Sales Team contains peoples such as Purchases and Key decision Makers.For Market Teams,Contact Management includes Managers,CEO's and Other influences. 

Contact Management provides users to store:

===View Filters------->To maintain Filter conditions and Manage the Filters.

===Sort Records------>Sorting the Records order and Provide Operations.

===Edit Records------>Edit the Records and provide Conditions to manage Operations.

===Delete Records--->Delete Records of what you want not necessary to the Objects.

===Information--------->Find the Information provide by Contact Object in Contact Management.

Each Contact is Recorded with Deals such as:

 ----Title

 ----Date of Creation

 ----Contact Details  and 

 ----Modifications

Contact Manager Edition – Manage Customer Interactions in the Cloud:

Contact Manager Edition enables any company to jump-start their business by tapping into the power of the cloud and provides users with a wealth of features including:

• Contacts and Accounts – With Contact Manager Edition, users can store and manage all contacts and accounts in the cloud. Now users can access this vital information regardless of location - all you need is an Internet connection.
• Outlook and Email Integration – Now, anyone using Contact Manager Edition can easily track email communications from Microsoft Outlook, Email, Yahoo or any email system, keeping a complete record of customer interactions for better sales execution and improved customer satisfaction.
• Reporting - Run pre-configured and customized reports on your contacts, accounts and associated activities to gain powerful insights.
• Customization – Contact Manager Edition is a solution that can be tailored to fit a user’s unique needs. Users can customize Contact Manager Edition to track the data that is most important to them.
• Google Apps – Companies using Contact Manager Edition benefit from an out of the box integration with Google Apps, combining essential applications for productivity (email, calendaring, documents, spreadsheets, presentations, instant messaging, video) and CRM.  This combination introduces an entirely new way for users to communicate, collaborate, and work together in real time over the Web.

SFDC Functionality- Account Management

In Sales force CRM,Account Management deals the felicities found in Accounts Tab. Account records used to store Company information for Leads,Partners,Suppliers and Even Competitors.

Accounts can be considered as "Business Accounts" from a Business to Business(B2B) prospective and Customer to Business(C2B) prospective.

Business to Business(B2B) means A business process is a collection of linked tasks which find their end in the delivery of a service or product to a client. A business process has also been defined as a set of activities and tasks that, once completed, will accomplish an organizational goal.

Customer to Business(C2B) means business-to-consumer sales refers to a sales model in which business target individual consumers. Examples of B2C sales reps would be a sales reps selling cars, gym memberships, or stereo systems. While some B2C goods are at a high price point (real estate, cars, boats, etc.) the majority of B2C goods are at lower price points with only one or two decision makers. As such, the typical B2C sales cycle has a much shorter sales cycle than the typical business-to-business (B2B) sales cycle.

B2B commerce can be divided into some specific categories. These include:

• Direct sellers- Like Amazon, Banana Republic and Zappos that sell directly to customers
• Online Intermediaries- Such as Amazon.com that can sell products from a variety of vendors. They act as an intermediary and can BROKER deals between two parties
• Community-based models- These represent specific interest groups like a bulletin board for gardeners. They are useful to advertisers because they can be used to MARKET to specific segments.
• Advertising based models-websites designed to generate high traffic to expose users to ads
• Fee-Based models-Such as Spotify and Netflx offer content on demand for a fee.

Naming Conventions for Accounts:

We recommend following Java standards for naming, that is, classes start with a capital letter, methods start with a lowercase verb, and variable names should be meaningful.

It is not legal to define a class and interface with the same name in the same class. It is also not legal for an inner class to have the same name as its outer class. However, methods and variables have their own namespaces within the class so these three types of names do not clash with each other. In particular it is legal for a variable, method, and a class within a class to have the same name.

SFDC Functionality-Salesforce Automation

Sales force automation (SFA) software is a type of program that automates business tasks such as inventory control, sales processing, and tracking of customer interactions, as well as analyzing sales forecasts and performance. Businesses may have a custom version developed specifically for their needs, or choose from among the increasing number of sales automation software products, such as Interact Commerce's ACT! and Gold Mine Software's Gold Mine. Sales automation software is sometimes called sales automation software, and sometimes called customer relations management ( CRM ) software.

SFA packages typically include a Web-ready database, an e-mail package, and customization item plate s. A three-tiered architecture is typically used to separate the database, server, and application to reduce programming demands on clients. A module-based design is generally used, to allow users to customize the package to suit their needs.

In August 2000, Oracle released a free CRM software package, OracleSalesOnline.com which makes information - such as contacts, schedules, and performance tracking - available online through the included database program. The package is designed for medium-to-large enterprises with mobile work forces. All data and storage are based at an Oracle facility, similar to the application service provider ( ASP ) model, which means that data can be accessed from any Internet connection and that the client doesn't need special hardware or software. The Oracle package also includes online staff training.

Every aspect of Pivotal CRM Sales is designed to help you hit your number. From time-saving automated features to enhanced collaboration, you’ll have support at each stage of your sales cycle. 

Your sales process is the cornerstone of your competitive success. Pivotal CRM Sales helps you refine, automate, and streamline your sales process to accelerate the sales cycle, reduce administrative burden, and secure better sales results. 

Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximize their time, while empowering sales managers to effectively oversee and forecast sales. 

Pivotal CRM’s flexible technology gives you the power to cost-effectively mold Pivotal Sales to match your desired sales process, without compromise. Pivotal Sales lets you embed a consistent, competitive sales methodology right into your CRM system.

• SOCIAL CRM – Leverage social networks to build relationships and get in front of prospects – right from your daily hub. 
• ACCOUNT MANAGEMENT – Define an account strategy and uncover new opportunities while building better customer relationships. 
• TEAM SELLING – Understand the full scope of customer relationships and collaborate better to win new business. 
• MARKETING ALIGNMENT – Develop a true integrated sales and MARKETING organization with increased visibility and collaboration. 
• OPPORTUNITY MANAGEMENT – Make the right move at the right time in the sales cycle with built-in best practices and repeatable steps.
• RELATIONSHIP MANAGEMENT – Create a 360-degree view of each customer with data from sales,MARKETING and service teams in one interface. 
• EMAIL & OUTLOOK INTEGRATION – Work in your application of choice and still make sure critical customer information is diligently captured. 
• ANALYTICS & FORECASTING – Monitor your pipeline and get advanced warning of successes and challenges so you can take early action. 
• MOBILE SALES – Your best salespeople are in front of your customers. Your CRM solution will be there with them.

SFDC Functionality-Lead Management

A lead is a prospect who is interested in your company.Success in sales starts by building a strong pipeline of leads.

Lead management helps your inside opportunity or telesales teams qualify leads before passing them on to sales. Sales reps get instant access to the latest prospects and ensures that leads are never dropped.

Benefits of Lead Management: 

Managing your leads allows you to: 

• Optimize your lead process from capture to close 

• Prevent dropped leads 

• Route leads from your website automatically 

• Spend your marketing dollars more efficiently.

If you want to make some fields read only or required and hide other fields completely, customize your lead page layout. Before customizing your lead page layout, think about how you plan to use it. Here are some things to consider:

• Fields that should be visible 

• Fields that should be editable 

• Fields that should be required 

• Related lists that you want on the lead page layout 

• Custom links that you want on the lead page layout

Customizing Standard Pick list Fields:

To add or remove values from the standard picklist fields: 

1. From the object management settings for leads, find the fields area. 

 • If you’re using Salesforce Classic, from Setup, enter Leads in the Quick Find box, then          select Fields.

 • If you’re using Lightning Experience, from Setup, enter Object Manager in the Quick Find box, then select Object Manager. Next, click Lead, and then scroll down to the Fields & Relationships section. 

2. Click Edit next to the picklist field you want to change. 

3. Click Edit next to the picklist value you want to change.

4. Make any changes. 

5. Click Save.

Creating Custom Fields:

Create custom lead fields of any type. For example, you can create fields that contain text, dates, or picklist values. Consult the Salesforce online help for a comprehensive list of available custom field types. To create custom fields: 

1. From the object management settings for leads, find the fields area. 

2. Click New. 

3. Choose the type of field and click Next. Consider the following. 

• Some data types are available for certain configurations only. For example, the Master-Detail Relationship option is available for custom objects only when the custom object doesn’t already have a master-detail relationship. 

• Custom settings and external objects allow only a subset of the available data types. 

• You can’t add a multi-select picklist, rich text area, or dependent picklist custom field to opportunity  splits. 

• Relationship fields count towards custom field limits.

• Additional field types may appear if an AppExchange package using those field types is installed.

• The Roll-Up Summary option is available on certain objects only. 

• Field types correspond to API data types. 

• If your organization uses Platform Encryption, ensure you understand how to encrypt custom fields using the Platform Encryption offering. 5 

4. For relationship fields, associate an object with the field and click Next.

5. Enter a field label. 

Salesforce populates Field Name using the field label. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API.

6. Enter field attributes and select the appropriate check boxes to specify whether the field must be populated and what happens if the record is deleted.

7. In Enterprise, Unlimited, Performance, and Developer Editions, specify the field’s access settings for each profile, and click Next.

8. Choose the page layouts that will display the editable field and click Next.

9. For relationship fields, optionally create an associated records related list and add it to page layouts for that object. 

• To edit the related list name on page layouts, click Related List Label and enter the new name.

• To add the related list to customized page layouts, select Append related list to users’ existing personal customization

10. Click Save to finish or Save & New to create more custom fields. 

SFDC Functionality-Marketing Sales or Automation

With Par dot Marketing Automation, marketing and sales can work hand-in-hand to manage all prospect interactions and create, deploy, and manage online campaigns from a central platform.

Accelerate pipeline and drive sales with marketing automation::
Generating High quality Leads:

Fill your pipeline with high quality leads. Create custom landing pages, build dynamic lead 
capture forms, and then optimize with simple-to-use testing tools. You can also integrate your Google Ad Words campaigns for complete insight into your lead gen efforts.

Create Personalized,Target-ted Emails :

Design compelling, personalized emails. Nurture leads automatically, and send and track emails from popular email clients with third party plug-ins.

Accelerate Sales pipeline:

Automate your lead routing process for quick lead follow-up, and shorten the length of your sales cycle. Leads not quite ready to buy? Easily add them to a nurture campaign — nurtured leads produce, on average, a 20% increase in sales opportunities versus non-nurtured leads.

Pursue only best Leads :

Track and monitor prospect activities so sales can follow up with the right offer. Set alerts that engage sales when prospects signal interest in your product or service.

Calculate Marketing Rate Of Interest(ROI):

Accurately measure the effectiveness of your marketing campaigns. Discover where prospects are getting stuck in your sales funnel, calculate your cost per lead, and tie closed deals back to the original campaign.

SFDC Functionality-Campaign Management

Campaign Management feature is used to Manage and Track Out bounding Marketing 

Activities.These are in the  form of Direct mail,Roadshow,Online or Print Advertising,email 

of Marketing Initiatives

The work process of Campaign Management is: 

Campaign Planning--->Campaign Setup-->Campaign Creation->Campaign Execution

-->Campaign Responses---->Campaign Effectiveness.

Navigation to Campaign Fields===>

CampaignTab on Top---->Campaign from Create New--->Enter Field Values--->Apply 

to Campaigns--->Save

New Campaigns has two member status values like Send and Response.

You have more than one Responded values,these are Summed of field as "Total 

Responses"

Navigation to Campaign Fields===>

Setup--->App setup--->Customize---->Campaigns---->Fields 

Fields are like Campaign name,Contact name,Lead name,Status of Campaigns 

SFDC Functionality-Marketing Administration

Marketing administration in Sales force  provides close loop Marketing automation from within the Marketing App which can be accessed from the App Menu at the top-right of the Sales force screen

Marketing administration enables INTEGRATED MARKETING functions such as campaign management, lead management, reporting and analysis, response tracking, and campaign effectiveness and it allows users from various departments to centrally access marketing activity.

By default, the marketing administration features provide some level of read-only access to all users. However, to create, edit, and delete campaigns and carry out advanced campaign and lead management functions, users must have the Marketing User license set on their user record as shown next:

The Marketing User License is available as standard for organizations with Enterprise or Unlimited editions and can be applied to any active user.

Functionality of Salesforce

Functional Overview of Sales force
		|
		|
|	|	|	|	|
|	|	|	|	|
Marketing Administration	Marketing Sales	Sales force Automation	Customer Acquisition	Customer Acquisition
|	|	|	|	|
-Campaign Management	-Lead Management	-Account Management	-Sales Management	-Case Management
		-Contact Management		|
		-Activity Management		-Email- To-Case
		-Cloud Scheduler		-Web-To-Case
		-Opportunity Management		-Case Queues
		-Service Cloud		-Assignment Rules
		-Forecast Management		-Escalation  Rules
				-Early Triggers

Dashboards in Salesforce

Create a Salesforce Classic Dashboard

Create a dashboard to provide a graphical view of the data in your reports.

User Permissions Needed
To create dashboards:	“Run Reports” AND “Manage Dashboards”
To edit and delete dashboards you created:	“Run Reports” AND “Manage Dashboards”
To edit and delete dashboards you didn’t create:	“Run Reports,” “Manage Dashboards,” AND “View All Data”
To create, edit, and delete dynamic dashboards:	“Run Reports” AND “Manage Dynamic Dashboards”

1 Create the custom reports containing the data you want to display.

2.Click the Dashboards tab.

3.Click Go To Dashboard List.

4.Click New Dashboard to create a new dashboard.

To modify an existing dashboard, click its name from the list.

5.Customize your dashboard and click Save.

Dashboard Component Types

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

ComponentType		Description
Chart		Use a chart when you want to show data graphically. You can choose from a variety of chart types.
Gauge		Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank. Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%.
Metric		Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Casestages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.
Table		Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Tableand select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report.
Visualforce Page		Use a Visualforce page when you want to create a custom component or show information not available in another component type. For example, a Visualforce page can display data from an external system or show Salesforce data in a custom way. Visualforce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in theVisualforce Page drop-down list.
Custom S-Control		Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.

Types of Reports - Joined Reports

Joined Reports

Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.

To try this out, let’s build a simple tool to track how well sales reps are capitalizing on their opportunities. We’ll create a basic Opportunities report, add three blocks, filter each block by the appropriate status, and then group the results by sales rep.

1. Create a new report with the name Pipeline Predictor, selecting Opportunities as the report type.
2. Click Tabular Format and select Joined. Notice that your report data is now set off in a box with a colored border. That’s your first block.
3. Create a new block by dragging the Opportunity Name field onto the preview pane somewhere to the right of the first block, and drag the Amount and Account Name fields onto the new block.
4. Create a third block in the same way. Now we have three different Opportunities reports sitting next to each other in the same container. They’re all identical right now, but we’re going to use each one to tell us something unique.
5. We want all the blocks to give us comparable information, so prepare each block the same way:
   1. Remove all the fields except Opportunity Name, Amount, and Account Name, by dragging them back over to the Fields pane. That’ll help us focus on what’s important here.
   2. In the filter panel, set Show to All Opportunities.
   3. Click the dropdown at the top right of each block and make sure Record Count is checked.
   4. Click the dropdown next to Amount, click Summarize this Field, and select Sum.
6. Now let’s configure each block to tell a different part of the story.
   1. We’ll use the first block to show the opportunities that got away. Click the title (right now it just says “Opportunities block 1”), and rename it Closed Lost. In the Closed Lost filter panel above, set these filters:
      1. Opportunity Status equals Closed
      2. Date Field equals Close Date
      3. Range equals Current and Previous FY
      4. Stage equals Closed Lost
         
   2. We’ll use the second block to show the opportunities we landed. Rename the block Closed Won and set these filters:
      1. Opportunity Status equals Closed Won
      2. Date Field equals Close Date
      3. Range equals Current and Previous FY
   3. The third block will show us opportunities that are getting close to their anticipated closing. Rename the block Closing Next Month and set these filters:
   1. Date Field equals Close Date
   2. Range equals Next Month
   3. Opportunity Status equals Open
   4. Now we’ll group all three blocks by sales rep. Drag the Opportunity Owner field to the horizontal bar that says, “Drop a field here to group across report blocks.” (This is called the grouping drop zone.)
   5. Click Save, then Run Report.