2. Salesforce Info & FAQs

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Salesforce is our CRM tool for enhancing your business structure, for increased organization, and productivity. Customer Relationship Management (CRM) is a proven model for managing interactions with current and future clients. It provides a 360 degree view of client data.


Contents

Access Salesforce

There are 2 ways to login to Salesforce:

1. If you are logged into your HawaiiLife.com account - navigate to lower right sidebar and select "Salesforce"

2. Goto HawaiiLife.com/Salesforce


Access Additional Related Systems

Salesforce provides access to the following:

1. HL Email

2. HL Blog

3. Smarketing System

4. Your Tasks & Calendar

5. HL Tools (ie. reloading MLS photos and data on HawaiiLife.com)

6. Reports and Property Stats

7. Your MLS System (ie. HI-Central, HIS, etc)


Salesforce Functions

Salesforce is setup to perform the following functions:

  • Communicate directly with your fellow teammates via Chatter
  • Manage communication contacts
  • View and manage inquiries from your contacts
  • View and manage companies
  • Manage your listings
  • Manage escrows
  • Write offers
  • Create and schedule tasks


Salesforce FAQs

Did you know about the Help Icon in Salesforce? Each screen in Salesforce contains an orange icon titled Help for this Page (upper righthand corner) which provides useful information. If you are unable to find a solution here, you can always email us at Support@HawaiiLife.com


Video Tutorials

Introduction to Salesforce CRM

Creating Views of Objects in Salesforce

Manage Listings in Salesforce


Managing Contacts

Q; How do I import all of my contacts into my account?

Use this template to format your contacts in a .csv file. email it to support@hawaiilife.com with request to import for you.


Q: How do I setup a saved search for a contact in Salesforce?

Learn More


Q: How do I change the status of a Contact or Inquiry in Salesforce?

Learn More


Q: How do I share a contact in Salesforce?

Learn More


Q: What if the contact is missing the sharing button?

Learn More


Q: When I search for a client, their name is displayed as “Contact” + “Company”?

Learn More


Q: I received an “insufficient privileges” error when trying to find duplicate contacts?

Learn More


Working With Leads

IMPORTANT: Be sure to correspond with leads using your "@HawaiiLife.com" account. Otherwise the BCC function into Salesforce will not work. For old communications where you have already replied from another email address, you can continue your chain with that email. Learn more.


Q: How do I change the status of a Contact or Inquiry in Salesforce?

Learn More


Q: How do I BCC into Salesforce?

Learn More


Q: How do I forward email leads to my phone

Learn More


Q: How do I get on the lead shift team?

Learn More


Q: How do I share a Blog post on Facebook and ensure leads get assigned to me?

Learn More


Entering Escrows

Q: Why can’t I enter my Lender or Escrow Officer in an escrow?

Learn More


Q: How do I enter a buyer’s name into a new escrow?

Learn More


Manging Listings

Q: My listing is missing photos or data. What do I do?

Learn More


Q: How do I manage listings in Salesforce?

Video Tutorial


Everything Else

Q: How do task alerts work in Salesforce?

Learn More


Q: How do I setup email reminders in Salesforce?

Learn More


Q: Why does my BCC into Salesforce not work?

Learn More


Q: How do I sync my Google contacts + calendar with Salesforce?

Learn More


Q: How do I Grant Salesforce Access to Hawaii Life?

Learn More


Q: How to send email attachments to Salesforce?

How to send email attachments to Salesforce

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