Develop a Discipleship System
Salesforce Trainings & Lessons
QUESTIONS? Training opportunities are being produced regularly. These will be presented through short videos sent by email, or Lunch & Learn opportunities. A broad collection of how-to videos are made available below. These videos are all specific to our Salesforce account. Please do not hesitate to contact Matt Carlisle with your Salesforce questions at Salesforce at umcdiscipleship.org.
Quick Lessons
- Add a Calendar to Your 'Other Calendars' View (02:41)
This training video demonstrates how to add a calendar to your "Other Calendars" view.
View Video - Adding Your Email Signature
How to add your email signature in Salesforce.
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Download signature HTML code - Dashboard Basics (02:40)
Basic understanding of the Salesforce dashboard.
View Video - Tour of Custom Salesforce Dashboard (09:08)
A tour of the custom Salesforce dashboards.
View Video - What is a Lead? (02:24)
Basic understanding of a Salesforce lead.
View Video - Basics of Navigation Structure (02:21)
Basic understanding of Salesforce navigation structure.
View Video - Organizing Your Navigation Bar (01:06)
Instructions on how to organize your Salesforce navigation bar.
View Video - Adding a New Contact
How to add a new contact to Salesforce.
View Video - How to Convert a Lead to a Contact in Salesforce (03:44)
In our daily work, we most likely refer to church leaders as “contacts”. For many of us a “lead” is not part of our vernacular. This brief video lesson will explain the difference between a lead and a contact. Matt will also share how to convert a lead to a contact in Salesforce.
View Video - How to Access & Submit Intake Forms (08:00)
Intake forms allow staff to do such things as schedule a webinar or email, request an illustration or video, update websites, etc. The following video details how to access and submit intake forms, as well as track your project through Salesforce.
View Video - Track and Respond to Emails Received (06:42)
You may have noticed a change to the emails received from customers through our agency websites. Emails directed to you from world service websites are now integrated with Salesforce. This new tool allows you to respond and log customer responses within Salesforce. I invite you to learn how to track and respond to emails you may receive.
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Trainings
- Lunch & Learn: The Basics of Project Management in Salesforce
The Salesforce project management tool custom tool will allow for file sharing, project timelines, team interaction, project tasks, project milestones, as well as status and Ghantt chart views. This training covers the “basics” of the project management tool. In the future, we will cover various use cases.
View Video - Lunch & Learn: Introduction to Products & Downloads
We recently introduced Products & Downloads to the growing list of Salesforce reporting. You are now able to explore what products visitors to our Store are purchasing and downloading. To access, click "Products and Downloads" in your Salesforce main navigation. There you will find such things as an overview of product transactions, trends, and inventory. In the future we will be developing various reports to better illustrate transactions. The next Lunch & Learn will offer a deep dive into this new feature.
View Video - Lunch & Learn: Explore the latest reporting from Salesforce
Likely a Lunch & Learn that will be offered throughout the year, this will be an opportunity to walk you through the latest reporting generated by Salesforce. As example, we will share ways that you are able to view data being reported from our store, newsletters, etc. We will also be future-casting a bit, detailing reporting being planned for online learning and webinars.
View Video - Lunch & Learn: Managing your calendar in Salesforce
Many of us have struggled with establishing and maintaining shared team calendars over the years. Salesforce allows you to track meetings, travel dates, birthdays, conference sessions, and much more. Drill down from events to related records, files, and contacts.
View Video - Lunch & Learn: Taking Outlook to the next level with Salesforce
The popularity of Salesforce is largely due to the numerous add-ons available that extend the power of the platform. One of the most popular is the Outlook add-on. Connecting Salesforce to your Outlook allows you to log important customer emails, schedule group meetings efficiently, and much more.
View Video - Lunch & Learn: What is an Interaction?
As part of the implementation of Salesforce, our developers created a custom tool to help support our workflow. Many of us are in regular contact with church leaders each day by phone, email, event conferences … when that was a thing. Our new “Interactions” tool will allow you to log and track these contacts from your laptop or cell phone. If needs are identified, or new ideas evolve, Interactions will allow us to track a project from beginning to an eventual resolution or implementation. You are invited to join Karen Raimondi and Matt Carlisle for lunch at your desk and to learn more about Interactions.
View Video - Understanding Contacts (31:52)
Complete understanding of contacts in Salesforce.
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