User Manual

Gujarat Fluorochemicals Limited

Bodhtree.com
Overview - Modules to be covered
Overview - Modules to be covered

● Login to Salesforce
● Tabs in Salesforce
● Creating a Campaign
● Creating a Lead
● Creating a Account
● Creating a Case
● Creating a Opportunity
● Creating a Quote
● Creating a Contract
● Creating a Order
● Invoice
● Material
Log in to Salesforce?
 Logging in to Salesforce Web

● URL: https://login.salesforce.com or
https://gfl.my.salesforce.com
● Username: Your Email Address
● Password: You and only you should know it!

*In case you forgot your password click on forgot password link
and answer security question setup by you.
Logging in to Salesforce Mobile

● Download and Install Salesforce from

Play Store (Android) or App Store
(iPhone)
● Select Production as instance
● Username: Your Email Address
● Password: You and only you should know it!
What are these Tabs for?
Key Tabs
Tab Definition
Home Home contains your Chatter Feed, Activities and Dashboard.
Activities are both tasks (to dos) and scheduled calendar events.
Campaign This tab allow the user to create campaign and view details of

Leads Use this tab to view New & existing Leads created by Scanners and perform necessary actions.

Customers Use this tab to view details of New & existing Customers.

Contacts Use this tab to view details of New & existing Contacts.

Opportunities This tab allows CRM Users to view & access new and existing Opportunities they are working on.

Case This tab allows the user to Create case & to view existing cases

Quote This tab allows the user to view and Create their quotes

Contract This tab allows the user to Create and view their contracts.

Order Use this tab to view and Create orders.

Invoices UseThis tab to view the invoices

Material Use this tab to view and create Material.

Stock Use this tab to view the stock

Projection Plan Use this tab to create and view the Projection plan
Creating a Campaign
Campaigns

Steps to follow for creating a Campaign

New Sales User:
 Click on Campaign Tab
 Click on New
 Select Record Type as Campaign
 Click on Continue
 Enter the campaign details
 Click on Save button
 Click on submit for Approval.
Lead

Steps to follow for creating a

Lead
New Sales User:
 Your Campaign Created
Successfully
Creating a Lead
Lead

Steps to follow for creating a Lead

New Sales User:
 Click on Lead Tab
 Click on New
 Enter the Lead details
 Click on Save button
 Click on Save.
Steps to follow for creating a Lead
New Sales User:

 Click on Product Details if

required.
 After Completion of Products
details.
 Click on Convert.
Steps to follow for creating a
Lead
New Sales User:
 Click on Product & select
the Product
 Select Sub Type . 4
 Select Grade.
 To Add products click on
add row.
 To remove Products click on
remove row.
 Click on Save.
Lead

Steps to follow for creating a Lead

New Sales User:

 Lead Company Name will be your

Account Name.
 Select Record type
 Lead Name will be your Contact name.
 Or Choose Existing.
 Click on Convert.
Lead

Steps to follow for creating a Lead

New Sales User:
Creating a Account
Steps to follow for creating a Account
New Sales User:
 Click on Customer Tab
 Click on New
 Select the record type
 Click on continue. 1
 Enter the customer details.
 Click on save button.
2
Steps to follow for creating an customer
New Sales User:

 Account Name Mandatory

 Sales District Mandatory
 Company code Mandatory 1
Steps to follow for creating an customer
New Sales User:
 IncoTerms Mandatory
 Accounting clerks Mandatory.
 Account Group Mandatory.
 IncoTerm Description Mandatory. 1
 Reconciliation Account Mandatory
 Sales District Mandatory.
 IncoTerm 2 Mandatory.
Steps to follow for creating an
customer
New Sales User:
 Langauge Key Mandatory
 Sales Office Mandatory.
 Industry Mandatory. 1
 Search Term Match code
Mandatory.
 Pan Number Mandatory
 Sales District Mandatory.
 Term of Payment Mandatory.
 GSTIN Number Mandatory.
 Customer Group Mandatory
Steps to follow for creating an customer
New Sales User:
 Inco Terms Mandatory
 Accounting clerks Mandatory.
 Account Group Mandatory.
 Inco Term Description Mandatory. 1
 Reconciliation Account Mandatory
 Sales District Mandatory.
 Inco Term 2 Mandatory.
Steps to follow for creating an customer
New Sales User:
 Telephone Mandatory
 Mobile Mandatory
 Email ID Mandatory
1
Steps to follow for creating an customer
New Sales User:
 Address Line 1 Mandatory
 City Mandatory
 Postal Code Mandatory
 Country Mandatory 1
 Region Mandatory
 Click on SAVE
Steps to follow for
creating an
customer
New Sales User:

 Click On Push 1
to SAP button
to get
Customer
Number
Steps to follow for creating
an customer
New Sales User:
1
 Click On New Contact
button to create Contact.

Steps to follow for creating
an customer
New Sales User:
1
 Last Name Mandatory
 Email Mandatory
Steps to follow for creating
an customer
New Sales User:
1
 Select check Box
Mandatory
Steps to follow for creating
an customer
New Sales User:
1
 Click On Confirm Push
to SAP button to create
Customer
Your Customer has been
Created Successfully
1
 Customer Number
created Successfully
Creating a Opportunity
 Opportunity

Steps to follow for creating a Opportunity

New Sales User:
 Click on Account Related Tab (or)
 Click on Opportunity Tab
 Click on New
 Enter the Opportunity details
 Opportunity

Steps to follow for creating a

Opportunity
New Sales User:
 Opportunity Name Mandatory
 Account Name Mandatory
 Close Date Mandatory
 Stage Mandatory
 Forecast Category Mandatory
 Click Save Button to create
Opportunity
 Opportunity

Steps to follow for creating a

Opportunity
New Sales User:

 Opportunity Created Successfully

 Quote

Steps to follow for creating an Quote

New Sales User:

 Click on Opportunity Related Tab

(Or)
 Click on Quote Tab
 Click on New
 Enter the Quote details
Mass Update Data
Creating an Quote
 Quote

Steps to follow for creating an Quote

New Sales User:

 Click on Opportunity Related Tab

(Or)
 Click on Quote Tab
 Click on New
 Enter the Quote details
 Quote

Steps to follow for creating an Quote

New Sales User:

 Sold to Party Mandatory

 Doc Type Mandatory
 Quote

Steps to follow for creating an Quote

New Sales User:

 Status chosen as Final

 PO Number Mandatory
 PO Date Mandatory
 Requested Delivery Date Mandatory
 Click on Save Button
 Quote

Steps to follow for creating an Quote

New Sales User:

 Your Quote created Successfully

 After creation of quote Click on
related Tab to create Quote Line Item
 Quote Line Item

Steps to follow for creating an Quote

Line item New Sales User:

 Click on New
 Quote Line Item

Steps to follow for creating an Quote

Line item New Sales User:

 Quote Mandatory
 Material Mandatory
 Schedule Quantity Mandatory
 Pricing Condition Mandatory
 Pricing Value Mandatory
 Quote Line Item

Steps to follow for creating an Quote

Line item New Sales User:

 Click on Save
 Quote Line Item

Steps to follow for creating an Quote

Line item New Sales User:

 Your Quote Line Item Created

Successfully.
 Quote Line Item

Steps to follow for creating an Quote

Line item New Sales User:

 After Quote Line Item creation

 Click on Push to SAP Button.
 Sub Pricing Condition

Steps to follow for creating an Sub

Pricing Condition New Sales User:

 Click on New.
 Sub Pricing Condition

Steps to follow for creating an Sub

Pricing Condition New Sales User:

 Sub Pricing Value Mandatory.

 Click on Save
 Quote

Steps to follow for creating an Quote

New Sales User:

 After creation of Sub Pricing

Condition.
 Return to Quote.
 Click on Push to SAP
 Quote

Steps to follow for creating an Quote

New Sales User:

 After Clicking on Push to SAP

 Your Quotation number will be
Generated.
Creating a Contract
 Contract

Steps to follow for creating a Contract

New Sales User:

 Click on New contract button in quote.

 Click on Contract Tab.
 In contract click New button.
 Creating Contract
from Quote

Steps to follow for creating a Contract

New Sales User:

 Fill all the Mandatory fields.

 Click on Save
 Creating Contract
from Quote

Steps to follow for creating a Contract

New Sales User:

 Click on Push to SAP button.

 Creating Contract
from Quote

Steps to follow for creating a Contract

New Sales User:

 Contract No has been Created.

 Creating Contract

Steps to follow for creating a Contract

New Sales User:

 Fill all the Mandatory fields.

 Click on Save
 Your Contract Created Sucessfully.
 Click on push to SAP Button to generate the
contract number
 Contract number generated successfully.
Mass Update Data
Creating an Order
 Order

Steps to follow for creating a Order

New Sales User:

 There are Many ways to create order

 Click on Create Order button in Quote.
 Click on Create Order button in Contract
 Click on OrderTab.
 In Order click New button.
 There are Many ways to create order
 Creating Order from
Quote

Steps to follow for creating a Contract

New Sales User:

 Fill all the Mandatory fields.

 Click on Create Order
 Creating Order from
Contract

Steps to follow for creating a Order

New Sales User:

 Fill all the Mandatory fields.

 Click on Create Order
 Creating Order

Steps to follow for creating a Order

New Sales User:

 Click on Order Tab

 Click on New
 Creating Order

Steps to follow for creating a Order

New Sales User:

 Fill all Mandatory Fields

 Click on Save
 Creating Order

Steps to follow for creating a Order

New Sales User:

 Your Order Number Generated

Successfully
 Creating Order

Steps to follow for creating a Order

New Sales User:

 Your Order Number Generated

Successfully
Mass Update Data
Invoice
 Invoice

Steps to follow for creating a Invoice

New Sales User:

 Select Invoice Tab.

 Creating Invoice

Steps to follow for creating a Invoice

New Sales User:

 You Can View Details of Invoices.

Mass Update Data
Material
 Material

Steps to follow for creating a

Material

New Sales User:

 Select Material Tab.

 Material

Steps to follow for creating a

Material

New Sales User:

 You Can View Details of Invoices.

Mass Update Data
Projection Plan
 Projection plan

Steps to follow for creating a Case

New Sales User:
 Click on Projection plan
 Click on New
 Enter the Projection plan details
 Projection plan

Steps to follow for creating a Case

New Sales User:
 Select Month and Year
 Month and Year are the mandatory
fields
 After selection of Month and Year,
Select Next button to enter Target
and Actual
 Projection plan

Steps to follow for creating a Case

New Sales User:
 Customer Field mandatory.
 Fill all the Product details and your
Target Quantity & Target Price.
 Click on Save button.
 Projection plan

Steps to follow for creating a Case

New Sales User:

 Click on Edit button to edit the save

Record.
 Once your Target Quantity and
Target Price is fix.
 Click on Save and submit button.
 Projection plan

Steps to follow for creating a Case

New Sales User:

 If You Click on Save & submit button

your Record will be Locked and
Approval will be Sent to your
Respective Manager
 Projection plan

Steps to follow for creating a Case

New Sales User:

 You can see in the Screen After

clicking Save & submit button the
System will not allow you to edit the
fields until & unless your Approval is
Rejected system will give you the
provision to edit the record.
 Once your Actual Quantity and
Actual Price achieved you can enter
the values.
 Click on save button.
 Projection plan

Steps to follow for creating a

Projection plan New Sales User:

 Once you Click on Final submit

button.
 You can’t edit this Record
system will not allow you to edit
the record.
 Projection plan

Steps to follow for creating a

Projection plan New Sales User:

 To clone the Record.

 Click on Clone
 Projection plan

Steps to follow for creating a

Projection plan New Sales User:

 Your Record got clone.

 Validation: The month already
exist in the database so change
the month before saving the
Record
 Click on save
 Projection plan

Steps to follow for creating a

Projection plan New Sales User:

 Your Record Created

Sucessfully.
Creating a Case
 Case

Steps to follow for creating a Case

New Sales User:
 Click on Account Related Tab (or)
 Click on Case Tab
 Click on New
 Enter the Case details
 Case

Steps to follow for creating a Case

New Sales User:

 If Old Invoice Selected :Old invoice

number, Date of Old Invoice
&Batch Number (old)invoice will be
mandatory.
 If Old invoice selected only for the
invoices which salesforce don’t
have Invoice number.
 Status Mandatory Field
 Case Origin Field Mandatory.
 Case

Steps to follow for creating a Case

New Sales User:
 Subject Mandatory Field
 Description Mandatory Field
 Case

Steps to follow for creating a Case

New Sales User:

 If Old Invoice Selected

 Old Invoice Number will be
Mandatory
 Date of Old Invoice will be
Mandatory
 If Fields don’t have values it will
show the error which showed in
the screen.
 Case

Steps to follow for creating a Case

New Sales User:

 If Case Reason Selected Product

 Fill Product Related Complaint
Section
 If you don’t fill the values in the
Product Related section.
 It will show the error which showed
in the Screen.
 Case

Steps to follow for creating a Case

New Sales User:

 If Case Reason Selected Logistic

 Fill Logistic Related Complaint
Section
 If you don’t fill the values in the
Logistic Related section.
 It will show the error which showed
in the Screen.
 Case

Steps to follow for creating a Case

New Sales User:

 If Case Reason Selected

Packaging
 Fill Packaging Related Complaint
Section
 If you don’t fill the values in the
Packaging Related section.
 It will show the error which showed
in the Screen.
 Case

Steps to follow for creating a Case

New Sales User:

 If all the Details entered in Case.

 Click on save button.
 Case

Steps to follow for creating a Case

New Sales User:

 Your Case successfully Created.

 For this case if Problem analysis
report required you can create by
clicking New button in problem
Analysis Report.
Good Luck! Team GFL
May the Force be with you!
 Thank You !

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