presidents refresher course...data team la west, ca view hierarchy] west usman choudhary, 1/11/2012...
TRANSCRIPT
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Presidents Refresher CourseDecember 03,2016
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Agenda
Salesforce
• Login Process• Contact Management• Reporting
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Prerequisites
• Complete the Email Setup @ahmadiyya.us
• Open the email and follow the link to login
• Enter password provided in the email and click sign‐in to complete the process• Send an email to [email protected]
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• Open the browser and connect to https://amc‐usa/force.com
• Type in your tabligh.xxx@ahmadiyaa .us login credential that was given to you earlier for Email access
Login Process
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Home Page
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Agenda
Salesforce
• Login Process• Contact Management• Reporting
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Home Page
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Contacts Management
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Add New Contacts
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Modify Contacts
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Modify Contacts …
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Modify Contacts …
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Agenda
Salesforce
• Login Process• Contact Management• Reporting
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Creating Monthly Report
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Continued …
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Continued …
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Modify Reports
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Modify Reports …
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Modify Reports …
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• Technical support: [email protected]• Email support: [email protected]
• Escalation Contact• Name: Syed Uzair Ahmed• Phone 425.214.3849
• Email configuration guide• Tabligh Reporting System guide
Resources
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Jazak’Allah!