The Beginner's Guide to Salesforce

February 2017 | Article

Remember that exhilarating, apprehensive feeling when you first learned how to ride a bike? The unease as that guiding hand lifted off your seat and left you pedaling but unbalanced? Few of us got it down the first time, and most of us required a few weeks of training wheels to master the skill.

The same can be said of learning a new business solution.


Once implemented and the helping hand has left your organizational handlebars, you may realize the long bike path ahead of you. It can be daunting, but there are plenty of helpful resources available to help guide you on your way.


For those just beginning their journey with Salesforce CRM, consider this your A to Z guide for mastering your new business solution.


A  |  Advanced Apex Triggers

Apex is Salesforce’s programming language. Mastering it allows you to create custom, automated tasks in your Salesforce solution. To learn more about how to use Apex triggers, check out our blog post on Apex customizations or watch our recorded training tutorial on our YouTube channel.


B  |  Batch Apex

This bulk trigger process a large volume of data using a custom script of code. While you’ll need to enlist the talents of an experienced Salesforce developer to successfully implement, it’s extremely helpful to automate a number of operations in your Salesforce instance, like data archiving or cleansing.


C  |  Certification

Salesforce certifications are a great way to learn the ins and outs of your CRM. They are four different categories:

  • Administrator

  • Implementation Expert

  • Developer

  • Technical Architect

 Administrator certification will offer the best and most well-rounded training for the typical end user.


D  |  Daily Email Limit

Did you know that Salesforce allows up to 1,000 emails to be sent daily? Mass emails to contacts, leads, and those sent through the API count toward this limit, which leads us to …


E  |  Email Marketing Guide for SMB’s

Email marketing tools can help you nurture your relationships with the contacts you have in Salesforce, and this helpful guide explains how you can leverage email marketing to optimize your business marketing efforts.


F  |  Flow

Did you know that you can create a workflow in Salesforce without any code? Salesforce’s Cloud Flow Designer allows you to easily automate a process flow for users.


G  |  Gmail Integration


Salesforce Gmail Integration 


H  |  Hierarchies

Salesforce allows you to set unique permissions by user through the use of system hierarchies. Defining your role hierarchy and authorization settings allows you to protect sensitive data and access to certain information. This helps maintain the integrity of your system settings and data.


I  |  Integration

Do you want to integrate your Salesforce system with your business’s Facebook , LinkedIn, YouTube and/or Twitter account? What about Outlook or WordPress? Check out the Salesforce AppExchange to review hundreds of add-on applications or check out our post about the five questions to ask before choosing an API.


J  |  Junction Objects

Junction Objects join one object to another in Salesforce, like assigning a contact to a campaign or vice-versa. Junctions are easily created between accounts, campaigns, cases, and opportunities. Check out our video tutorial for more helpful tricks on using Junction Objects in your Salesforce instance.


K  |  Keyboard Shortcuts

Being a keyboard ninja saves time and increases your productivity. Standard shortcuts are managed in the setup area of your Salesforce solution, and they can be modified or disabled – though never deletedfor efficient navigation and editing.


L  |  Load Products

Save time and load leads, emails, contacts, and more in bulk from an external file – such as Microsoft Excel or CSV – into Salesforce using the Import Wizard or a plug-in applications such as


M  |  Marc Benioff

Marc Benioff is the man behind the tool. He is credited for “turning the software industry on its head” and creating a paradigm shift from standard on-premises software to software as a service (SaaS) solutions.


N  |  New User Training

Need a little extra something to get you going? Our team of consultants provide free user webinars, discussing best practices for navigating and leveraging your Salesforce CRM solution. Check out our recorded new user training session, video library, or YouTube channel for a full run-down of existing resources, or stay tuned for future live webinars.


O  |  Outlook Plug-In

Data entry is tedious and time consuming, especially with thousands of contacts. The Microsoft Outlook plug-in integrates seamlessly with Salesforce for a simple and efficient solution to contact management.


P  |  Products & Price Books

As previously mentioned, we have a great content video library with free access to dozens of helpful trainings. Below is a training for “Salesforce Products, Price Books and Entries.”


Q  |  QuickBooks

If you’re running on QuickBooks or another business management software, it’s a no brainer to sync your system with Salesforce for improved efficiency and productivity.


Running on NetSuite or Sage? We’re experts in integrating financials with CRM.


R  |  Restoring Items in the Recycle Bin

If you accidentally delete an item, you can easily restore it by checking the box next to it and selecting “Undelete.” To restore all items, simply select the box at the top of the column header and then choose “Undelete.”


S  |  Support

Who doesn’t need a little bit of help from time to time? Here are a couple links to some helpful resources: Salesforce Help Portal | Salesforce Support on Twitter | Trailhead


Or reach out to our team of experts. We’re in the support business too.


T  |  Templates

Personalized email templates lay the groundwork for a successful marketing campaign, and the step-by-step process covered in this video will help you create a custom HTML template in Salesforce.


U  |  User Interface

Did you know that Salesforce allows you to personalize your user interface settings? From the “Setup” page, navigate to “Customize | User Interface” and simply select what you’d like to modify. Collapsible sections, hover details, enhanced lists, and even new user themes are available for customization.


V  |  Visualforce

Visualforce is a custom user interface for Salesforce mobile and web apps using, which is great for users using Salesforce Communities. Check out Salesforce’s Trailhead guide or watch our admin training to get started.


W  |  Workflow Rules

Creating workflow rules in Salesforce to automate standard operational processes improves efficiency. Check out Salesforce’s helpful resource to get started, or we have a training video for a more step-by-step guide to automating your business.


X  |  Xactly

It’s widely known that people work best when there’s an incentive. This is why sales people generally get commissions or a bonus structure based on performance. To help you control your incentive plans and manage sales performance in your Salesforce solution, there’s Xactly Incent in the AppExchange.


Y  |  “Your Sandbox is being activated”

Follow this guide for refreshing or creating a Sandbox in Salesforce for development, testing, and training.


Not sure when to use Sandbox? Check out our guide on where to develop in Salesforce.


Z  |  Zip Code Rules

From Canadian postal codes to billing and shipping zip codes, account rules for zip codes can be extensive. Thankfully there’s a valuable resource to help manage the process.


Still feeling uneasy or overwhelmed? We’d love to help you master your Salesforce solution. Feel free to contact us or explore how we can help.

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