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Thread: Help a newbie

  1. #1
    karnage is offline Junior Member
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    Help a newbie

    I know barely anything about Salesforce.com, and that's why I'm here.

    I built a travel / e-commerce site for a client and now they have asked if I can help them set up a CRM. They currently use an older system (OCEAN) and they hate it. I suggested Salesforce, as I know that it is the industry standard.

    They want to be able to integrate the site's users (which I think I can figure out from the information on this site) and link their sales data in Salesforce. They also want to put surveys on their site and integrate that data into Salesforce as well.

    I'm not really sure how to set any of this up or where to look to find out how.

    Is it just a matter of creating lots of extra fields in the contacts (for surveys?) And for sales data, is there a way to setup a field that contains all of a user's sales in a one to many manner?

    If anyone can point me in the right direction, it would be greatly appreciated.

  2. #2
    mike's Avatar
    mike is offline Administrator
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    I can try and help you, but need to understand this more (sorry). Do you use skype at all?

    ~Mike

  3. #3
    karnage is offline Junior Member
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    I guess my big question is how to setup relations in the Salesforce account so that each user/customer for the site can have multiple order (ie purchases) objects.

    In SQL I have a users table and an orders table which relates to the user table by a user_id. So each user can have multiple entries in the orders table. I don't know how to setup this same relationship in Salesforce. If a user on the website is a "contact" in Salesforce, what is an order?

  4. #4
    mike's Avatar
    mike is offline Administrator
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    It seems to me that you would need to setup a replication with MySQL and then you could use the ID's from those tables to join on since Salesforce is lacking a great deal of join functionality

    ~Mike

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