Reference no: EM132709835
Suggestions for specific TABS investigations for your Group Coursework
(see Group Coursework report template). Decide on which TABS you want to work on:
1) Your Administration tab; Have you...
a. Defined the company profile,
b. Created/manage users, user profiles,
c. Manipulate data creation/access rights, etc.
NOTE: You should have at least the following...
•ONE company profile,
•Created/manage a minimum of THREE or more users, user profiles,
•Manipulate SOME data creation/access rights, etc
2) Your Administration of APPLICATIONS & DATA SECURITY; Have you...
a. Considered the measures to improve application security.
b. Communicated with your team members (i.e. users), defined their roles, set profile-based access controls, session settings, and passwords.
c. Consider for all users; covers responsibilities for protecting themselves and their organizations against online attacks. Covers password creation, anti-virus applications, anti-spyware options, and using hardware firewalls to add layers of protection.
3) Your LEAD tab in Salesforce Software; Have you...
a. Created Leads... minimum 10
b. Attempt to mass emailed Leads
c. Created and run status reports on your Leads
NOTE: For those who wants to score high grades (for your coursework) you should have at least the following...
•Import Leads
•Transfer a few Leads
4) Your ACCOUNTS tab in Salesforce Software; Have you...
a. Created Accounts... minimum 10
b. Make sure you have some active, some neglected,
c. Divide the Accounts ownership among your team members
d. Created and run various types of reports on your Accounts
NOTE: For those who wants to score high grades (for your coursework) you should have at least the following...
•Create some as Partner Accounts (Who are your partners?)
•Import Accounts and Contacts
•Attempt at least ONE Transfer and ONE Merge of Accounts
5) Your CONTACTS tab in Salesforce Software; Have you...
a. Created Contacts... minimum 10
b. Make sure you have some active, some neglected,
c. Divide the Contacts ownership among your team members
d. Created and run various types of reports on your Contacts (There are 6 different types available)
NOTE: For those who wants to score high grades (for your coursework) you should have at least the following...
•Create some as Partner Contacts (Who are your partners?)
•Import Accounts and Contacts (similar to point 4) above)
•Attempt at least ONE Mass Email and ONE Mass Stay-in-Touch of Accounts
6) Your OPPORTUNITIES tab in Salesforce Software; Have you...
a. Created Opportunities... minimum 8
b. Make sure you have some closed, some stuck,
c. Divide the Opportunities ownership among your team members
d. Created and run various types of reports on your Opportunities (There are 4 different
types available)
NOTE: For those who want to score high grades (for your coursework) you should have at least the following...
•Create some as Field Histories for a few of your Opportunities
•Attempt at least ONE quarterly Chart report
7) Your REPORTS tab in Salesforce Software; Have you noted that...
a. There are more than 100 Report Templates
b. Divide some of your selected Report Templates among your team members
c. Import and customize, and run various types of reports
8) Your Dashboard tab; Have you...
a. Defined the company Dashboard,
b. Defined your Personal Dashboard
NOTE: For those who want to score high grades (for your coursework) you should have at least done a few for each of the point 7) and 8) above. This demonstrates that you have strategically generated reports and dashboards to analyze campaigns, leads, accounts, contacts, opportunities, forecasts, cases, solutions, and documents.
9) Your PRODUCTS tab in Salesforce Software; Have you...
a. Created Price Books... minimum ONE (You can choose the Standard or create your own
NEW View)
b. Created Products/Assets... minimum 20
c. Make sure you have some new, some old,
d. Divide the Products ownership among your team members a) Created and run various types of reports on your list of products
You should by now be familiar with:
•Setup - Personal Setup and Administrator Setup
•Help & Training
NOTE:
Feel free to post some queries, feedbacks or discussions in the Postings Folder.