Hello, everybody. And thanks for joining.
My name is Max Fleischer, and I'm part of the
online sales team here at Salesforce.
Today. I'm gonna talk about the top three reasons
to use Salesforce Checkout
first and foremost. Let me say thank you.
Thank you for coming and thank you for being customers.
I appreciate your time, and I want to make this a good
use of your time.
Today's goal is to introduce you to Salesforce.
Checkout.
our online portal for account management
available on demand Anytime you need
it. Here's
what we'll cover today.
I'm going to explain how to navigate and find
Salesforce Checkout.
Then I'll guide you through the top three. Use cases,
which are getting information about your contract
making payments and retrieving records
and adding additional licenses when your business
grows at
each step will cover how you can get in touch
with us.
At the beginning and end of this video,
you'll find the email address where you can send any
and all questions that you have about check out.
There are two easy ways to get to salesforce. Check
out. First, you can enter
store.salesforce.com
into your browser and log in with your salesforce
credentials.
If you encounter an error,
it's likely because of a missing permission.
Your admin will need to add the manage billing
permission to your profile or permissions
that For more details, see
the Knowledge article at sfdc.co/buyonline.
The second method I'll demonstrate here
from our Salesforce home page, which I'm sure
you're all very familiar with,
We click the set up gear
and then manage subscription conveniently,
we won't have to log in again.
Welcome to Salesforce Checkout.
Let's orient ourselves to the home page.
We were return here as we cover some of the key
capabilities of Checkout.
Each tab at the top of the page takes you
to a list of your account's records and details,
including your contracts, invoices,
statements and quotes.
We will cover how to navigate your information later
in this video.
In the middle of the page, we have buttons
for you to quickly add a few more licenses
or add on related products like sandboxes
or support.
We'll talk through adding a license later on
in the lower left check out shows either
your last paid invoice or any past
due invoices.
In the lower middle,
we see license counts for each Salesforce
product on your current contract.
In the lower right
is our help and support center.
If you need any help with products, contracts,
billing or check out technical issues,
use the Contact Us button to log a support
case.
Now that we've made our way to Salesforce Checkout and familiarized
ourselves with the home page,
Let's take a look at three of the most common situations
that you might use. Check out for
You joined our Ohana as a sales
cloud customer in 2019.
You think it was around mag,
but can't remember if Jill from sourcing
signed a 1 2 or 3 year contract.
Your business Antique freaks has
been taking off,
and you want to plan your Salesforce budget for the year.
You need to know the Contract Renewal day
and how many licenses you have.
Let's take a look at how Salesforce Checkout can
answer all of those questions
from the home page will navigate to
contracts,
and then we'll click on our active contract number.
In this contract detail page.
You can see your start and end dates.
On this page, you can check your primary
billing, contact and contact information.
You can also get help
by log indicates with Dylan.
Let's click over to the Purchase products tab
to see what Salesforce products are on your current
contract.
Here, we can see all your licenses, add
ons and any other products you've purchased from
Salesforce, along with their quantities
and end dates.
Clicking into the Order record numbers
shows the unit price
and renewal status.
If you need help with a renewal or a product,
you can log a case in the upper right.
It's the end of the quarter at antique freaks,
and you're working with accounting to understand your salesforce
transactions for the year.
You know, from looking at your contract information
that your annual payment is due.
Let's make that payment
and retrieve any other info for your expense
report on Salesforce Checkout.
from the home page
we'll click on the Invoices tab.
We could also click directly into the past
to invoice in the lower left corner.
On this page,
any invoices do will show a balance
due and a pay invoice like
If we click on the invoice,
you'll see all the products included, the
total do and the due date.
To pay this invoice now, simply click
pay now
and enter a credit card.
You will be emailed a receipt.
If you need any help with an invoice or
payment,
log a case in the upper right corner.
for a full list of all invoices and payments
for the year.
click the Statements tab.
I pods and Palm pilots are flying off
the shelves,
and Antique Freaks is ready to grow.
You've just hired a new sourcing ramp to search high
and low for the classic devices of the
2000's.
Your new higher needs sales cloud license
to convert leads, track all their activities
and view progress against their goals.
Salesforce check out has made this process super
easy. Let's check it out
From the Checkout home page, we simply select
the Add More Licenses button.
Here we can add any number of additional licenses
for your core salesforce products.
If you'd like to see other products available like
a P, I calls data storage sandboxes
and premier support,
click the Show all available products link
here. Please know
that the total builds you today
will be the price up to the renewal date
seen here.
After we enter a license counter ad,
we click Add to cart.
Creating the cart may take a few minutes,
and we appreciate your patience.
If you typically pay for Salesforce with a credit card,
you'll enter your credit card details and confirm
billing. Contact information.
If you use DocuSign,
You'll be presented with an agreement to open and
sign Once you submit
your shiny new Salesforce licenses will
be added to your account
within about 30 minutes.
Now that we've covered the top three reasons
to use, check out.
let's answer a few frequently asked questions.
Who my contacting when I get help on
check out so we'll route
your case to the appropriate sales and
support teams.
How can you talk to somebody about your products
or new products you might be interested in?
You can either click contact us from
the check out homepage
or you can call or email your account contact
with contact. Information provided
are their products that can't be added on Check out
Yes, there are some categories of products
that are not currently available on check out,
reach out to your account contact or click
the Contact Us button for assistance.
How do I get the manage? Billing? Permission? What
do I talk to my admin about?
Your admin will need to add this permission to your profile
or permission set.
See the knowledge article at S f d
Let's recap
the top reasons To use salesforce. Check out
our one
to get information about your contract
like renewal dates
to pay invoices
and access statements, invoices,
payment records and other financial information.
As your business grows,
add licenses and other ad
on salesforce products.
Thank you very much. If you have any
questions about Checkout,
please email us at checkoutonlinesales@salesforce.com.