Learn How to work at Salesforce It can help you manage customers, organize business opportunities, track leads, and access important information from a single platform.
Salesforce is a platform CRM (Customer Relationship Management) used to centralize information related to customers, contacts, sales, customer service, and other business processes.
Although its interface may seem complex at first, understanding its main objects and their navigation system It will allow you to start working quickly.
In this guide you will discover how to use the most common Salesforce features and how to properly organize your daily work.
What is Salesforce and what is it used for? ☁️
Salesforce is a cloud-based CRM platform that allows you to manage relationships and interactions with clients and potential clients.
You can learn more about the platform's features on the official website. Salesforce CRM.
Depending on your company's configuration, you can use Salesforce to manage contacts, log calls, track opportunities, create tasks, view reports, or handle customer cases.
One of its main advantages is that the information is stored within interrelated records, making it easier for different departments to work together. centralized data.
Main elements of Salesforce 🧩
Before you start working with Salesforce, it's a good idea to familiarize yourself with some concepts that will appear constantly on the platform.
| Element | What it is used for |
|---|---|
| Candidates or Leads | Manage potential clients |
| Accounts | Register companies or organizations |
| Contacts | Save people related to the accounts |
| Opportunities | Monitor potential business transactions |
| Tasks | Organize pending tasks |
| Cases | Manage requests or incidents |
| Reports | Analyze stored information |
| Panels | Visualize indicators using graphs |
The names, fields, and available options may vary because Salesforce allows for extensive customization for each organization. according to the company's needs.
How to work in Salesforce step by step 🚀
If you're just starting out, it's best to first learn the actions you'll use during your daily work.
1. Log in to Salesforce
- Access the address of Salesforce provided by your company and enter your credentials.
- Complete the identity verification if your organization uses additional authentication.
- Check that you are working in the correct organization before modifying information.
Once inside, you will see a home page whose appearance will depend on the applications, permissions, and settings enabled for your user.
2. Familiarize yourself with the navigation menu
Use the top navigation bar to quickly switch between the different sections available in your application.
You can find elements such as Home, Accounts, Contacts, Candidates, Opportunities, Tasks and Reports, although your company may show different options.
The Application launcher It also allows access to other Salesforce applications and tools enabled for your account.
3. Research before creating records 🔎
Before adding a new company, contact, or lead, use the Salesforce search engine to check if that record already exists.
Avoiding duplicate records is essential to maintaining a clean, organized and useful database for all users.
Enter names, companies, phone numbers, or email addresses to quickly locate related records.
4. Work with accounts and contacts 👤
The accounts They usually represent companies or organizations, while the contacts They represent people associated with them.
To create a record, you can follow these steps:
- Enter in Accounts o Contacts from the navigation bar.
- Press the button New.
- Complete the mandatory fields indicated on the form.
- Add any additional information that may be useful.
- Carefully review the data entered.
- Click Save to create the record.
Keep data such as the email address, phone number, position, company, and person responsible for registration This will facilitate subsequent work.
How to manage opportunities in Salesforce 💼
The opportunities They allow you to organize and track potential business transactions during the different phases of the sales process.
An opportunity might include information such as the client, expected amount, estimated closing date, sales stage and responsible party.
To work with an opportunity, you can follow this procedure:
- Go to the section Opportunities.
- Open an existing opportunity or tap New.
- Enter the name of the opportunity.
- Select the related account.
- Enter the estimated amount where applicable.
- Select the current stage of the process.
- Add a expected closing date.
- Save the changes made.
Regularly updating the stage and details of each opportunity helps maintain a realistic view of the state of the business process.
How to log calls, meetings, and tasks 📞
Salesforce can be used as a tracking center to record the activities carried out with clients and potential clients.
When you make a call, you can record it within the corresponding contact, account, or opportunity so that other users can later check what happened.
You can also create tasks with due dates to remind you of calls, follow-ups, sending proposals, or any pending action.
One particularly useful routine involves reviewing your tasks at the start of the day and updating Salesforce immediately after each task. important interaction with a client.
How to use reports in Salesforce 📊
The Salesforce reports They allow you to organize and analyze stored information using different filters, groupings, and criteria.
Depending on your permissions, you can use existing reports or create new reports tailored to the information you need to consult.
To get started, you can follow these steps:
- Access the tab Reports.
- First, look for an existing report related to your needs.
- Click New report if you need to create a different one.
- Select the report type appropriate.
- Add the fields you want to display.
- Configure the filters required.
- Run the report to check the results.
- Save the report with a descriptive name.
Reports can help you identify Open opportunities, pending activities, business results and trends without having to manually review each record.
How to use Salesforce dashboards 📈
The panels or dashboards They transform the information from reports into easy-to-interpret charts and visual components.
You can use them to quickly consult indicators related to sales, opportunities, business activity, performance, or customer service.
If your company already has dashboards set up, reviewing them periodically can help you quickly detect important changes in your results.
Learn Salesforce for free with Trailhead 🎓
If you want to learn how to work in Salesforce through practical exercises, you can use Salesforce Trailhead, the official learning platform dedicated to the Salesforce ecosystem.
Within Trailhead you will find content related to CRM, accounts, contacts, leads, opportunities, reports, administration, automation, and development.
A good strategy is to start with the modules of Salesforce CRM fundamentals and gradually progress towards the specific functions you need to use in your position.
Tips for working better in Salesforce ✅
Working effectively in Salesforce involves not only learning where each button is, but also maintaining reliable and up-to-date information.
- Update the logs after each relevant interaction. to avoid forgetting important information.
- Search before creating new records to reduce the appearance of duplicate contacts or companies.
- Complete the important fields correctly. although some are not mandatory.
- Use tasks and follow-up dates to organize your daily activities.
- Keep opportunities updated to reflect their actual business situation.
- Check reports and dashboards regularly to check your results.
- Respect your company's internal procedures because each organization can configure Salesforce differently.
- Use Trailhead to practice those functions that you don't yet control.
Is it difficult to learn how to work with Salesforce? 🤔
Salesforce may result overwhelming during the first few days because it combines many functions and each company can considerably adapt its environment.
However, if you start by mastering accounts, contacts, opportunities, activities, tasks, and reports, You will be able to perform most common tasks more easily.
You don't need to learn all the tools from the beginning, as it's much more effective to master the basics first. functions directly related to your job.
Conclusion
Saber How to work at Salesforce This involves understanding how information is organized and acquiring a routine for correctly recording clients, activities, opportunities, and tasks.
Start by familiarizing yourself with navigation, learn to work with accounts and contacts, Use the opportunities to follow up on business leads and take advantage of tasks, reports, and dashboards to organize your day.
With consistent practice and the support of Trailhead, You will be able to use Salesforce in an increasingly faster, more organized, and more efficient way in your daily work.