Wednesday, 16 April 2014

Salesforce.com Part B

This is the second installment in my blog post series on Salesforce.com which is based on what I learn doing the video training course by Pearson IT Certification on this software. Salesforce.com is a cloud based service and the entry level package, contact manager priced at $5 per month is cheapest edition. The features are very basic and mostly non configurable although it does include chatter. Most customers use the more heavy duty versions which are priced accordingly. Group is priced at $25 and like contact manager is for upto 5 users. The other editions allow unlimited users. Performance the top edition is priced at $300 per month. There are also feature licences which you can purchase separately to editions and are for employees who don't need all the capabilities that an edition brings. For example some might only need the knowledge base for research or chatter to stay in touch. If you need details about what you have purchased simply click set up/ check out and it gives you details. There are 2 types of storage with in Salesforce.com data space which is things like contacts details and file space which is typically things like documents and spreadsheets etc. Typical amounts of storage depend on the edition purchased but are usually around 5-11 GB per user. If you click company profile/ fiscal year you can coordinate the end of the year to set things like tax etc. Reports are often timed according to this. If you click holidays/ new it will set holidays. You can also coordinate if you have reduced opening hours during holidays or have different staff who only work during holidays. If you click manage users/ users/ edit and then uncheck the various check boxes you can deactivate a user. In practice you will often replace a user rather than simply deactivate him. It's impossible to delete a user with in Salesforce.com because you would lose all that persons work if that happened. To add a new user simply click manage users/ users/ new user and fill out the various fields. Note the ones with a red mark are required fields and must be filled in. 

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