Salesforce - ADVANCEMENT

SF USERS FOCUS SESSION
SALESFORCE - BASIC CREATION
APRIL 2020
SF ISSUES - HSR
SALESFORCE FOR BASIC CREATION Slide / 2

SF ISSUES - NDT

AGENDA
1. Company Creation
2. Parent <–> Child Creation
3. Chatter / Task / Event
4. Opportunity Creation
5. Amendment
6. Frame Agreement
FLOW CHART
Search for Co. under

Search mode of SF
Existing Not Existing in

in SF SF
Send for validation Search for Co. under (D&B)

via Task under Companies - New
Company, only
1) on receiving the
contract
2) if not already
existing in Jwalk Existing in D&B Not Existing in D&B
Pull the right co. Create Co. through the

into SF link under Salesforce
Open Company

SEARCH - Under Search Mode
SALESFORCE FOR BASIC CREATION

Slide / 6
SEARCH - Existing Company
Click to Open

Slide / 7
SEARCH - Non-Existing Company : 2 Types
Shows No existing client Shows Alternate clients

Slide / 8
SEARCH - Search under D&B

Slide / 9
SEARCH - Under Search Mode of D&B

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SEARCH - Under Search Mode of D&B
Can also add

city, pincode
etc for more
specify search

Slide / 11
Clicking on the Co. will show the details in

the right side
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Clicking on the Co. will show the details in

the right side
Slide / 14
When client is not

existing need to
create a new one
by clicking the link

Slide / 15
SEARCH – New Company Default Page

Slide / 16
Entering Data
under Company
Slide / 17
ENTERING DATA - Company
When co. is not

migrated from D&B, fill
in maximum data
available.
Slide / 18
Market of the
Company

Slide / 19
Important :
1 33AAACB2902M1Z0 L23220MH1952GOI008931 3
All these documents to be
uploaded under Files of
2 GST NUMBER AAACB2902M 4
the company.
For all the companies which are not migrated from D&B following entries can be made:
1. GST Number to be incorporated. Check for the authenticity through website : https://services.gst.gov.in/services/searchtp
and for finding the GST use website : https://www.knowyourgst.com/gst-number-search/by-name-pan/
2. Just write “GST NUMBER”.
3. Find Companies Registration Code through website : https://www.zaubacorp.com/ This site also will help in identifying the
market of the company.
4. PAN no. of the Company.

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ENTERING DATA - Company Address

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Registered / Corporate Address to be If Main Country/Territory not selected Main

entered under Main Address State/Province will remain grey and not be
editable.

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Main Street info should :-
>> not contain Company name,

City / Pincode / State.
>> have the address broken up

and not in one big line.

Slide / 23
Parent <=> Child
Companies
Slide / 24
PARENT  CHILD - Creation
Parent Company – Registered/Corporate Address Creation of Parent Company :
o Identify the Parent Co. with

Registered / Corporate
address.
o Click on the drop down of

Key Account Classification
and select LKA (Local Key
Account) and Save.
Child Company – Other Office Address
Creation of Child Company :
o Attach the Child Co. with the

Parent Co.
o Click on the drop down of

Parent Salesforce Link and
Search for the Parent Co.

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Chatter/Task/Event
Slide / 26
ENTERING DATA - Chatter
Chatter
It is a form of chat available in SF

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ENTERING DATA – Task / Event

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ENTERING DATA - Task
Tasks
Tasks are activities that are to be done or undertaken. These tasks are often to occur in the future but can
exist as activities that are overdue. These are activities such as emails, proposals to be created and other
business development activities or items related to the lifecycle and activities for an opportunity.

Slide / 31
ENTERING DATA - Event
Event
Events are activities that have taken place. Events can be face-to-face customer business meetings,
presentations, phone calls and/or large conferences and tradeshows. Events can also include customer
events, exhibitions, large conferences and tradeshows. These are to be entered into the Salesforce
platform as soon as possible and ideally immediately upon completion.

Slide / 32
Entering the Data
under Opportunity
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ENTERING DATA - Opportunity
1. Project name
1 2. Description of the job
3. Local File no.(IND.M.4.20...)
4. Select from the drop down

2 5
5. Expected Offer Issuing / Issued
3 6 date
4 6. Minimum 3 months from the offer

date (On closing the contract this
date will automatically change to
the date on which the Stage is
7 changed to Closed-Won/Lost/
Cancelled/Abandoned)
8
7. Offer quoted price (later can be
Can attach modified as per the PO)
Can change the FA
the client if 8. May change the currency as
needed required from the drop down
Slide / 34
1. To be changed as and when the

offer progresses
1 2
2. Select from the drop down.
1 3 Choose as below for :
New Clients : New customer
Old Clients : Repeat
Amendment : Addendum/
Extension
3. Select from the drop down.

Choose as below for :
New Clients : None
Old Clients : Punctual
Amendment : Punctual
4
Pl. make sure the right Local service code is chosen. Eg : A72BEB03 & A71USU0G both are 4. Select the correct Service code
not pertaining to India. They are solely for Belgium & USA respectively. Pl. ensure that we
are selecting a code with BV in place of BE & US.

Slide / 35
1. Start date of the Contract/PO

date
1 3
2. Contract Duration in months.
2
3. If Lost, select from the drop
down. Also can give the
Competitors list, amount etc as
per the column
4
4. Choose the right BU w.r.t the
Service code
6 5. PO no. / Signed Offer

Acceptance / E-mail etc. as
5 relevant
6. Zig no. of the contract. Please

Offer sent ; PO/Acceptance received or any other data relevant to Opportunity to be enter before changing the stage
uploaded in Files under Opportunity to Closed-Won.

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ENTERING DATA – Opportunity Team

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ENTERING DATA – Opportunity Split

Slide / 38
ENTERING DATA – Performing Country/Region
When there are more than 1 country that are participating in an

opportunity as a "Performing Office". This is how it can be split
between the 2 or more countries that are conducting the work
(which may be different than the contracting office). The split
can be indicated in the side tile.
E.g: XYZ Company in Malaysia but the Inspectors from the

performing countries/regions are coming from Singapore and
Thailand to conduct the work. Therefore, in the side tile, it can
be indicated that the Singapore has 60% of the work and
Thailand as 40% of the overall work

Slide / 39
ENTERING DATA – Notes

Slide / 40
Amendments
Slide / 41
ENTERING DATA – Opportunity Amendment

Slide / 42

Slide / 43
ENTERING DATA – Clone Opportunity

Slide / 44
ENTERING DATA – Clone Opportunity

Slide / 45

Slide / 46
Frame Agreement
(FA)
Slide / 47
ENTERING DATA – Frame Agreements (FA)

Slide / 48
Frame Agreements should have

a Total Target value greater than
50,000 Euro

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Process of creation is same as any other Opportunity
Framework Opportunity needs to be “Closed Won” for attaching a

Child Opportunity to it

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Child Opportunity created within the Frame Agreement

Slide / 51

Slide / 52

Slide / 53
Thank You
Slide / 54

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SF USERS FOCUS SESSION

SALESFORCE - BASIC CREATION

SALESFORCE FOR BASIC CREATION Slide / 2

SALESFORCE FOR BASIC CREATION Slide / 3

2. Parent <–> Child Creation

3. Chatter / Task / Event

Search for Co. under

Existing Not Existing in

Send for validation Search for Co. under (D&B)

Pull the right co. Create Co. through the

SALESFORCE FOR BASIC CREATION Slide / 5

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

Shows No existing client Shows Alternate clients

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

Can also add

SALESFORCE FOR BASIC CREATION

Clicking on the Co. will show the details in

SALESFORCE FOR BASIC CREATION

Clicking on the Co. will show the details in

When client is not

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

When co. is not

SALESFORCE FOR BASIC CREATION

2. Just write “GST NUMBER”.

4. PAN no. of the Company.

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

Registered / Corporate Address to be If Main Country/Territory not selected Main

SALESFORCE FOR BASIC CREATION

Main Street info should :-

>> not contain Company name,

>> have the address broken up

SALESFORCE FOR BASIC CREATION

Parent Company – Registered/Corporate Address Creation of Parent Company :

o Identify the Parent Co. with

o Click on the drop down of

Creation of Child Company :

o Attach the Child Co. with the

o Click on the drop down of

SALESFORCE FOR BASIC CREATION

It is a form of chat available in SF

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION

1 2. Description of the job

3. Local File no.(IND.M.4.20...)

4. Select from the drop down

4 6. Minimum 3 months from the offer

1. To be changed as and when the

3. Select from the drop down.

SALESFORCE FOR BASIC CREATION

1. Start date of the Contract/PO

6 5. PO no. / Signed Offer

6. Zig no. of the contract. Please

SALESFORCE FOR BASIC CREATION

SALESFORCE FOR BASIC CREATION