By IT

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 1

 In Mobile App

9 April 2019 Penna Cement Industries Limited – IT Department 2

 Login Into Sales force
• To get login access to Sales force you need to email following details to contact
crmsupport@pennacement.com .
 First Name
 Last Name

9 April 2019 Penna Cement Industries Limited – IT Department 3

 How to login into Sales force ?
• Once you open you Sales force app, you can
view login page for the first time as shown.

 Once you open you Sales force app, you can view login page for the first time as shown
 Enter the password (Once the account is created you will get the password link. Set yo
 Once your are logged in you will get a Pop Up Allow Access.
 Kindly allow that to Proceed.
9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 4
 in Mobile

9 April 2019 Penna Cement Industries Limited – IT Department 5

 Visits and Types of Visits
• “Visit

9 April 2019 Penna Cement Industries Limited – IT Department 6

 How to Create a Visit in SFDC ?
• Click on the Side Bar
• Select the “Visits” option
• Click on “New” Option
• Select the record Type.
 Customer Visit : This Record Type is for
Visits to Trade Customers, Non-Trade
Customers and Customer Consignees
• Select The Visit Date
• Enter the Customer Name, click on Search and
Select the Customer.
• Enter Following details
 Visit Notes
 Follow-up Date
 Accomplishments (Select the Purpose visit in
given multi select pick list )
• After Entering All the required data “Click on
Save Button”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 7

 Branch / Depot / Plant Visit
• For Branch / Depot / Plant visit:
• Select the record Type.
 Branch/Depot/Plant : When going to Office Branch
or Depot or Plant
• Select The Visit Date
• Select the Visit Type given (Any one)
 Office Branch
 Depot
 Plant
o In Visit Customer name field enter if
 Office Branch -> enter Brach Name and Search and
select the Branch
 Depot -> Enter Depot Name and Search and select
the Depot
 Plant-> Enter Plant Name and Search and select the
Plant
• Enter Following details
 Visit Notes
 Accomplishments (Select the Purpose visit in given
multi select pick list )
• After Entering All the required data “Click on Save
Button”
9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 8
 Competitor Visit
• For Competitor (Dealer/Reseller):
• Select the record Type.
 Competitor (Dealer/Reseller): Current Dealer
or Reseller that Does Not Sell Penna Cement
• Select The Visit Date
• In Lead Field, search the lead by the Contact
Person Name, click on search button and select
the lead.
• Enter Following details
 Visit Notes
 Follow-up Date
 Accomplishments (Select the Purpose visit in
given multi select pick list )
• After Entering All the required data “Click on
Save Button”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 9

 General Visit
• For General visit
• Select the Record Type.
 General: This is for General Visits such as CMA, Legal
Activities in Court, Rake Point, Mason Meet, Counter Meet,
Out of Office Company Review/Training Meeting.
• Select The Visit Date
• Select appropriate Visit Type : (Any one)
 CMA
 Legal/Court Activity
 Review Meeting
 Training
 Rake
 Counter Meet
 Mason Meet
 Guest Concierge
 Bank Cheque Deposit
• Enter Following details
 Visit Notes (If Any)
 Accomplishments (Select the Purpose visit in given multi
select pick list )
• After Entering All the required data “Click on Save Button”
9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 10
 Consignee Penna Sub-Dealer/Reseller Visit
• For Consignee Penna Sub-Dealer/Reseller visit
• Select the Record Type.
 Consignee Penna Sub-Dealer/Reseller : The Penna Sub-
Dealer/Reseller that is there in the System as a Consignee. Lookup will
be a Consignee Lookup.
• Select The Visit Date
• In Visit Customer, search the consignee and select
• Enter Following details
– Visit Notes (If Any)
– Follow up date
– Accomplishments (Select the Purpose visit in given multi select pick
list )
• After Entering All the required data “Click on Save Button”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 11

 Lead Visit
• For Lead visit
• Select the Record Type.
 Lead: The Visit a Lead (Trade or Non-Trade)
• Select The Visit Date
• In Lead, search the lead by the person name and
select
• Enter Following details
 Visit Notes (If Any)
 Follow up date
 Accomplishments (Select the Purpose visit in given
multi select pick list )
• After Entering All the required data “Click on Save
Button”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 12

 Non-Consignee Penna Sub-Dealer/Reseller
• For Non-Consignee Penna Sub-Dealer/Reseller
visit
• Select the record Type.
 Non-Consignee Penna Sub-Dealer/Reseller :
Non-Consignee Penna Sub-Dealer/Reseller. This
Visit is to someone who is a Penna Sub-Dealer or
Reseller but not there in Penna System as a
Consignee.
• Select The Visit Date
• In Lead, search the lead by the person name and
select
• Enter Following details
 Visit Notes (If Any)
 Follow up date
 Accomplishments (Select the Purpose visit in given
multi select pick list )
• After Entering All the required data “Click on Save
Button”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 13

 Start/Stop Visit
• For Start/Stopvisit
• Select the record Type.
 Start/Stop : For Work Start and Stop. Check- in
Before You Start from Home/Hotel to Work,
Checkout After You Reach Home/Hotel from
Work.
• Click on Save Button

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 14

 Check In / Out the Visit
• Check In : You need to click on
Check – in while entering into the
visit location.
 Once Check In is done, Visit
status will change to “In
Progress”
• Check Out: You need to click on
Check – Out while leaving the visit
Location.
 Once Check out is done, Visit
status will change to “Completed”

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 15

 Market Price Counter Entry Form
• To Enter count price or market
information
• Select Counter Price. You will see
a form to enter Market price.
• Enter the details and Click on
Save Button.

9 April 2019 PENNA CEMENT INDUSTRIIES LIMITED 16

 In Mobile

9 April 2019 Penna Cement Industries Limited – IT Department 17

 Creation of Order
• Click on “Menu Bar”

• Click on “Create Order”

9 April 2019 Penna Cement Industries Limited – IT Department 18

 Creation of Order
• Create Order page will be as shown
• Select Order type based upon the order.
• Enter PO date
• Enter PO Number in CASE of Non – Trade
• Select the “Customer Selection” Type
 My Customer (To get list of all your customer)
 All Customers (To get list of all customers in Organization)
 Customer Number ( based on Customer number )
 Wild Card (Based on Search criteria)

9 April 2019 Penna Cement Industries Limited – IT Department 19

 Creation of Order
• Enter “Customer Number”
• Select “Consignee Selection Type”
 Customer Related Consignees (will Get list of
Consignees Related to Customer)
 Wild Card Search of All Consignees in Customer District
( will Get list of all customers in Customer District)
• Select the Consignee

9 April 2019 Penna Cement Industries Limited – IT Department 20

 Invoice
• Invoice:An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale
transaction and indicating the products Details.
• Click on “Menu Bar”

• Click on the Invoice button

9 April 2019 Penna Cement Industries Limited – IT Department 21

• Click on the …More List View to see the more menu option.

• Select the Suitable option based upon your Search .

9 April 2019 Penna Cement Industries Limited – IT Department 22

• Based upon the search you will get invoice select the invoice you want to see .

9 April 2019 Penna Cement Industries Limited – IT Department 23

• As soon as you select the invoice you will see all the Details on the screen . To Get the PDF copy just
click on the Get PDF

9 April 2019 Penna Cement Industries Limited – IT Department 24

 Collection
• Collection :Collection is the Amount which is collected by the Officer / Team
• Click on “Menu Bar”

• Select the Collection Option.

9 April 2019 Penna Cement Industries Limited – IT Department 25

• Click on the …..Show list Views for more results

Based upon the select search.

Once you click on the search option for exp Collection Created today. You can see all the collection created
on today's date.

9 April 2019 Penna Cement Industries Limited – IT Department 26

• You can also use Filter based upon the requirement .
• Just Select the option and click on the Apply Button

9 April 2019 Penna Cement Industries Limited – IT Department 27

• You can also Sort based upon your requirement
• Click on Sort

Select how you want to sort and click on Apply

9 April 2019 Penna Cement Industries Limited – IT Department 28

 Report
Click on the Menu button

Click on the Report Option

9 April 2019 Penna Cement Industries Limited – IT Department 29

• You can Search the report you want to see by entering the name of the report in Search report option

• Based upon your search you can see the related report available in SFDC.
• Just click on the report you want to see .

9 April 2019 Penna Cement Industries Limited – IT Department 30

 Report Creation Process
• How to create Reports in SFDC
• Log in into Sales force Brower .

• Click on the Reports

• Once you click on reports and Click on the “New Button”

•

9 April 2019 Penna Cement Industries Limited – IT Department 31

• Once you click on reports and Click on the “New Button”

9 April 2019 Penna Cement Industries Limited – IT Department 32

• Enter the Record Type and Click Create

9 April 2019 Penna Cement Industries Limited – IT Department 33

• Enter the fields name in search option and double click on that then that field will come in your report.
• Once you add all the required Field just click on Save Button and put it in your Personal Folder.

9 April 2019 Penna Cement Industries Limited – IT Department 34

 Dashboard Creation

• Click on the Reports Menu Button.

• Click on the New Dashboard Option.

9 April 2019 Penna Cement Industries Limited – IT Department 35

• Select the Component how you want to see the Dashboard.

• Click on the Data Sources option to select the Reports

9 April 2019 Penna Cement Industries Limited – IT Department 36

• Select the Folder in which report is there

• Click on that report and drag the report in Dashboard and save the dashboard in your personal folder
only.

9 April 2019 Penna Cement Industries Limited – IT Department 37

 Lead
• Click on the Left Menu Button.

• Click on the Lead Option

9 April 2019 Penna Cement Industries Limited – IT Department 38

• Click on the New Button and Select the Record Type.

• Non Trade: A Construction Project Usually.

• Competitor (Dealer/Reseller): Dealer or Reseller that Does Not Sell Penna Cement.

• Penna Sub-Dealer/Reseller: This Lead is for someone who is a Penna Sub-Dealer or Reseller but not
there in Penna System as a Consignee.

• Trade: Is A Potential Dealer.

9 April 2019 Penna Cement Industries Limited – IT Department 39

• Enter the Details like
• Company Name
• Present Line of Business
• Present Annual Sales/Consumption
• Annual Revenue
• Industry
• Average Current Monthly Off take
• Title
• Name (First Name , Last Name)
• Phone
• Email Id

9 April 2019 Penna Cement Industries Limited – IT Department 40

• Address Information

• Street Line
• Taluk/Tehsil/Mandal/Block
• State
• District
• Pin Code

9 April 2019 Penna Cement Industries Limited – IT Department 41

Aftering Entering the data click on the Save button

9 April 2019 Penna Cement Industries Limited – IT Department 42

 Helpdesk Creation
• Click on the Left Menu button .

• Click on the Helpdesk Option.

9 April 2019 Penna Cement Industries Limited – IT Department 43

• Click on the New Button to raise the issue

• Click on New Button

9 April 2019 Penna Cement Industries Limited – IT Department 44

• Select the Record Type based upon the Issue and enter the Following

• Subject
• Description
• And Click on Save Button

9 April 2019 Penna Cement Industries Limited – IT Department 45

 Realization & Amount Calculator

• Click on the Left Menu Bar.

• Click on the Realization & Amount Calculator

9 April 2019 Penna Cement Industries Limited – IT Department 46

• Click on the New Button

• Enter the data like

• Order Type
• Material Code
• Supplying Point (Depot/Plant)
• Material Price

9 April 2019 Penna Cement Industries Limited – IT Department 47

• Quantity (MT)

• Supplying Route (To Customer)

• Freight-Incoterm

• Enter all the data and click on the Save Button

9 April 2019 Penna Cement Industries Limited – IT Department 48

 Customer Data Compliance
• Click on the left Menu Bar

• Click on the Customer Compliance

9 April 2019 Penna Cement Industries Limited – IT Department 49