Salesforce.com Part D

This is the 4th and last installment in my blog post series on Salesforce.com based on what I learn from the video training course by live lessons on this SaaS cloud product. I am first of all going to look at editing fields with in this program. You select Accounts/ New choose the type of record and then click save. You can attach an account to social media accounts and also your Chatter feed which is the virtual contact with in Salesforce.com. Edit Layout adds properties to the fields. The read only option displays a field with no editing possible. Normally you can edit a field by double clicking the pencil icon next to it. The recycle bin which prevents immediate loss of data unless emptied stores items for 15 days or until it becomes then auto-deletes. You can drag and drop fields to re-locate them. You can drag them off the screen to delete them. You can also drag and drop sections and fields from the toolbar. If you click the - symbol next to a field it's deleted. I am now going to look at e-mail. Salesforce.com only lets you e-mail contact which should be with in the database in this program anyway. You usually click the recipients name and then send email, then you fill in the fields and click send. There are carbon copy and blind carbon copy options. With the former they can see the other recipients but in the other they are hidden. There is a mass email button where you check or uncheck potential recipients. Apparently e-mails are most likely to be read on tuesday and wednesday mornings. To set a e-mail template click Set Up/ Communication Templates/ E-mail Templates. Fields in brackets auto fill with selected recipients personal details. They call these merge fields. Clicking Products displays the products and you can add products individually or more likely price books. You might have one for wholesale and one for retail. They also might have a minimum price book for sales people who can price something at their discretion but need a minimum price.