presidents refresher course...data team la west, ca view hierarchy] west usman choudhary, 1/11/2012...
TRANSCRIPT
![Page 1: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/1.jpg)
Presidents Refresher CourseDecember 03,2016
![Page 2: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/2.jpg)
Agenda
Salesforce
• Login Process• Contact Management• Reporting
![Page 3: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/3.jpg)
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]
![Page 4: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/4.jpg)
• 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
![Page 5: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/5.jpg)
Home Page
![Page 6: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/6.jpg)
Agenda
Salesforce
• Login Process• Contact Management• Reporting
![Page 7: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/7.jpg)
Home Page
![Page 8: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/8.jpg)
Contacts Management
![Page 9: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/9.jpg)
Add New Contacts
![Page 10: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/10.jpg)
Modify Contacts
![Page 11: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/11.jpg)
Modify Contacts …
![Page 12: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/12.jpg)
Modify Contacts …
![Page 13: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/13.jpg)
Agenda
Salesforce
• Login Process• Contact Management• Reporting
![Page 14: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/14.jpg)
Creating Monthly Report
![Page 15: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/15.jpg)
Continued …
![Page 16: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/16.jpg)
Continued …
![Page 17: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/17.jpg)
Modify Reports
![Page 18: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/18.jpg)
Modify Reports …
![Page 19: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/19.jpg)
Modify Reports …
![Page 20: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/20.jpg)
• 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
![Page 21: Presidents Refresher Course...Data Team LA West, CA View Hierarchy] West Usman choudhary, 1/11/2012 10:34 PM New Monthly Report New Contact Contact Record W pe Tabligh Tabligh Tabligh](https://reader033.vdocument.in/reader033/viewer/2022050108/5f465cc33d97ff2ec730ab66/html5/thumbnails/21.jpg)
Jazak’Allah!