Logging In/OutAccessing Help and TrainingContactsAdding ContactsEditing ContactsDeleting ContactsMass Deleting ContactsChecking Storage UsageFiltering ContactsPrinting Contact ViewsDonationsAdding DonationsEditing DonationsDeleting DonationsSending Mass EmailsOutcome TrackingGeneral User’s ManualThai CDCEstablishing a New Client/Donor/PartnerCommunications & Project Tracking ToolTeam #: 0111/21/11ContentsLogging In/Out.............................................................................................................................................1Accessing Help and Training........................................................................................................................1Contacts....................................................................................................................................................... 1Adding Contacts...................................................................................................................................1Editing Contacts...................................................................................................................................2Deleting Contacts.................................................................................................................................2Mass Deleting Contacts.......................................................................................................................3Checking Storage Usage...............................................................................................................................4Filtering Contacts.........................................................................................................................................5Printing Contact Views.................................................................................................................................9Donations.................................................................................................................................................... 9Adding Donations....................................................................................................................................9Editing Donations..................................................................................................................................11Deleting Donations................................................................................................................................11Sending Mass Emails.................................................................................................................................12Outcome Tracking......................................................................................................................................14Logging In/OutTo log in, go to www.salesforce.com and click the “Login” button in the upper right corner.Next, enter your username and password and click “Login”. To log out of the system click on your name in the upper right corner. This will bring up a dropdown menu with “Logout” at the bottom. Click on “Logout”. Accessing Help and TrainingAs this manual only covers some of the functionalities of Salesforce, more information can be found either at http://success.salesforce.com/, or by accessing the “Help & Training” documentation by clickingon this button in the upper right corner. ContactsAdding ContactsIn order to add a contact, click on the “Contacts” tab.Next to “Recent Contacts” click on “New”.1Fill in all available contact information and then click the “Save” button. Note that if no organization name is specified, a new organization with the same name as the contact will be created. The contact will be assoaicated with this new organization of one person. Editing ContactsIn order to edit an existing contact, open the contact’s page. This can be done in two ways. 1. One is by clicking on the “Contacts” tab and then finding the contact using a View (see Filtering Contacts below for information about how to create views. 2. The other way to find a contact is by typing in the contact’s name in the search bar at the top lefof the page. Afer searching for the contact by name, click on the contact’s name. Next, click on the “Edit” button.This will allow you to change the contact’s details. Afer editing the contact details, click on the “Save” button.Deleting ContactsIn order to delete a contact navigate to the contact’s page in one of the two ways described in Editing Contacts above. Next, click on the “Delete” button.2Click “Yes”.Mass Deleting ContactsThere is also an option to mass delete contacts rather than deleting them one at a time. Note that deleting contacts will also delete any donations, activities, or notes associated with that contact. To do this navigate to the contacts page and click on “Mass Delete Contacts”.From this screen you can search for contacts to mass delete. In order to delete a contact, slect the checkbox next to the contact name and then click on the “Delete” button. This will move the contact to the Recycle Bin. If instead you want to permanently delete the contact, then click on the checkbox under “Permanently delet”.3Checking Storage UsageWith nonprofit donation version of Salesforce there is a storage limit of 1GB of data storage and 16GB for file storage. In order to check how much of this storage capacity is currently used navigate to the “Setup” menu. Then select “Data Management” and “Storage Usage”.4This will take you to a screen that displays how much storage capacity is currently being used.Filtering ContactsTo filter contacts, Salesforce makes use of Views. A View is basically a selection of whatever records you want to work on, based on specified criteria. There are many ways to filter contacts (or any other record type you may want to filter). You can select an existing view, edit a view, or create a totally new view.To select an existing view, pick a View from the dropdown list next to “View:” in the Contacts tab.5If the view you currently want to use has already been preselected, just click “Go!”To edit a view, select any view then click the “Edit” link beside the “Go!” button.If you plan to save the view as a new view, edit the “View Name” and the “View Unique Name” fields. Under the “Specify Filter Criteria” tab, you may
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