SANTA FE, NM – DEC 4, 2017 – This video demonstrates a high-end retail fashion designer’s Salesforce application. The points that this video will cover are:
- Person Accounts Enabled
- API Integration with Lightspeed
- Custom Data Entry Screens
- Product Set-up
- Data Import
When in Salesforce, and while utilizing the Person Accounts screen the user has access to several features such as at the top of the page where there is a global search bar that allows users to search for any record while they are in Salesforce. At the bottom of the page is a customizable utility bar. As can be seen, the presenter has customized the utility bar with “Recent Items,” which when clicked on will show users the last few items that they have viewed. On the same utility bar a “Notes,” addition also allows users to see any notes associated with the account, and when it is open users can also choose the “New” button on the display to create new notes for the account as well.
While still viewing the Person Accounts page, at the top of the screen there is a highlights panel that is completely customizable, and the user has the ability to add key details about the customer or person that he/she is looking at.
On the panel view below it, there is a tab for “Related” that allows the user to look at information related to the customer or person; such as, available “Opportunities,” and “Notes.” In the “Details” tab next to the Related tab, the user is presented with a broader picture of the account, while being able to view both custom and standard fields in this display. When the user scrolls down they will find custom fields such as: Body Type, Height, Age, etc. Additionally, a Lightspeed integration auto-populates the custom fields.
From the Related tab an “Opportunities” field view can be opened when it is clicked on. Once in the Opportunities field view the user will see the highlights panel at the top of the screen. In that view the user will see – in green arrows to the right – the stages of completion for that opportunity known as a “path.” On that same page the “Details” tab will allow the user to access information about the opportunity such as the “Amount” of the opportunity, any “Discounts” applied to that opportunity, and the “Total Amount” of the opportunity. To the left of that view there are custom field views such as: “Register,” to denote which in-store register ran the transaction; “Stage,” to denote that the transaction was completed; “Employee,” to denote which employee ran the particular transaction; “Close Date,” to denote when the transaction occurred; and “Total” to denote the amount of the sales transaction.
While moving to the right of the panel, the user will see another panel labeled “Products,” and if the user chooses he/she can click on any of the items and be taken to another panel displaying the full details of item.
In the items panel view, customizations such as: Quantity, Avg. Cost, Profit, Margin, allow the user to see this information, and if the user elects to he/she can click again on the item and then be taken to another field view where they can see an image of the item, and other customizations such as stock quantity, “In Stock,” the “Vendor,” and “System ID.” This information is also pulled from the Lightspeed integration.
If you should have any further questions or comments about anything that you have seen in this presentation about the software integrations for this high-end women’s clothier you can contact us below.