Salesforce.com Part A

This is the first installment in a blog post series on Salesforce.com which is based on what I learn on the video training course by Pearson IT Certification. Salesforce.com is a customer relationship management software in cloud computing which is used by many business professionals not just salespeople. It is used primarily to keep in touch but also has things like a calendar which can be used for things like appointments or tracking projects. In your personal website on Salesforce.com on the left is the 10 most recently opened items. There is a recycle bin which functions similar to the one in Sharepoint in that you can undelete stuff or empty the recycle bin. You can configure the dashboard however you want. To configure it choose the template you want to base it on and select with a tick the components. You then click save and click home to display it. You can look at other workers calendars. In my tasks you can search for tasks using criteria in the drop down box on the right of the screen. The customize my tabs button lets you add components. You may find your browser won't display all of them and may have to scroll through them with them with the + button. There is an app drop down menu on the right of the screen. You can get more apps with the app exchange button. You can have different components visible to different people. You can use filters to find and delete records etc. When you select criteria in the accounts drop down box you must click to make and many people are caught out by this and can't understand why it won't work.