2 hours quick assignment

Salesforce.com and Email Assignment; Combined & Shortened

DUE: Monday, November 20th in class, which is date of Exam #2. It must be printed, not emailed.

LENGTH: One Single-Spaced PRINTED page. This is part of your 20% participation grade.

· Log in to Salesforce and take a tour around the site to become familiar with where things are, this will get you familiar with it for the Role Play. NOTE: the system can track that you’ve logged in, so make sure you do.

· Click on Help & Training at the upper right of the screen

· Find the Trailhead box and click on “Go”

· Click on Modules

· Complete the following modules:

· CRM Basics

· Accounts & Contacts

· Leads & Opportunities

· Reports & Dashboards

· Salesforce User Basics

· Salesforce User Tools

Then, for then one-page paper, draft what would normally appear and be sent as an email with the following items included based on Epitrans scenario in D2L, class concepts and your time in Salesforce.com above. Again, this is a one-page paper, NOT an email, BUT treat as an email to a prospect