Guidez vos utilisateurs en utilisant path
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The document discusses forward-looking statements by Salesforce.com, Inc. related to risks and uncertainties affecting financial results and operational strategies. It also introduces Salesforce Path, a tool designed to guide users through processes in Salesforce with an emphasis on ease of configuration and highlighting important fields. Additionally, it presents application examples and addresses workflow solutions prior to implementing Salesforce Path.
Guidez vos utilisateurs en utilisant path
- 1. Guidez vos utilisateurs en utilisant PATH 8 juin,Paris
- 2. Anaïs Loits @LoitsAnais CRM Consultant @ ABSI
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Agenda 1. Exemples d’application 2. Avant Salesforce Path 3. Introduction à Salesforce Path 4. Démonstration 5. Q&A
- 5. Exemples d’application Accent sur l’essentiel Processus linéaires Guide nouveaux employés
- 6. ● Enregistrement des objets à vendre ● Differents types d’objets ● Chaque objet suit un processus ● De l’enregistrement à la livraison Exemples d’application Maison de ventes aux enchères
- 7. Exemple d’application Étapes du processus de vente d’une oeuvre d’art Valeur espérée Artiste Type d’Art Nom Expert Valeur estimée Emplacement Date Mise de départ Prix de vente Paiement effectué Adresse de livraison Statut de livraison
- 8. Solutions avant Path ● Un type par étape ● Pages avec champs clé au-dessus ● Workflow Utiliser différents types d’enregistrement et différentes présentations de page ❖ Beaucoup de types ❖ Beaucoup de pages ❖ Compliqué à maintenir
- 9. Solutions avant Path ● Créer un flux ● Différents textes/champs par étape Utiliser les flux ❖ Action manuelle ❖ Configuration des flux ❖ Limites d’entrée
- 10. Solutions avant Path ● Utiliser Visualforce ou composant Lightning ● Interface graphique au choix Utiliser un développement personnalisé ❖ Code requis ❖ Demande plus de temps ❖ Besoin de maintenir le code
- 11. Introduction à Salesforce Path ● Disponible en Lightning Experience ● Sales Path Salesforce Path ● Disponible pour Opportunités, Pistes, Offres, Contrats, Commandes et Objets Personnalisés Guidez vos utilisateurs à travers un processus
- 12. Introduction à Salesforce Path ● Configuration simple des étapes de vos processus ● Possibilité de mettre en évidence jusqu’à 5 champs importants ● Définition de guidance en rich text ● Assignation de différents chemins selon les types d’enregistrement ● Ajout aux pages via Lightning Fonctionnalités
- 13. Introducing Salesforce Path ● Disponible sur Salesforce1 ● Uniquement pour les opportunités Salesforce1
- 14. Démo Exemple: Maison de ventes aux enchères
- 15. Takeaways ● Guider les utilisateurs n’a jamais été aussi facile ● Simple “Point-and-Click” ● Met en évidence ce qui est important ● Lightning Experience
- 16. Questions? Une fois, deux fois, ...
- 17. Thank Y u