Welcome back to the Salesforce Admin Certification workshop on Day 4. in this session/post, we will cover Sales and Marketing Applications in Salesforce which covers 12% of Salesforce Admin Certification. The following are the main topics which cover in this section.
- Typical Sales Cycle
- How Salesforce Support Sales Cycle (Key Object)
- Lead Process
- Sales Process
- Lead Assignment Rule
- Productive Features
Typical Sales Cycle
How Salesforce Support Sales Cycle
Lead Process: Lead process control the picklist values available for Lead Status.
Sales Process: Sales process control the picklist values available for Opportunity Stage.
Lead Assignment Rule
Automatically assign leads to users or queues, based on pre-defined criteria. Multiple assignment rules can be created, but only 1 can be activated.
Lead Auto Response Rule
We can create as many as Auto Response rules. But only 1 can be activated at a time. Users can see the email in the activity history. We can add up to 25 filter criteria, up to 255 character each.
Workflow rule VS Auto Response Rule
| Workflow | Auto Response | |
| Designed For | Notification to interested parties. | Initial response |
| Runs When | When Record is created or edited. | When record is created. |
| Target Audience | Anyone you choose. | Person Submitted lead |
Productive tools
Einstein Lead Scoring
- Einstein Lead Scoring add Lead score field to Leads.
- Einstein reanalyzes your lead data every 10 days and refreshes your scores
Einstein Opportunity Scoring
- It shows us how many chances for winning the opportunity.
- Einstein Opportunity Scoring add Opportunity score field to Opportunity.
- We can add an Opportunity score field to any list view also.
- Einstein Opportunity Scoring shows, Negative, and positive for Opportunity.
DAY 4: Sales and Marketing Applications in Salesforce
Twist Your Mind
- Apex Hours is configuring the lead conversion process. Which two factors should Admin consider before setting up the process?
- Which object can be added as campaign member.
THANKS FOR THE SESSION
Thanks Arpit and Amit – Apex hours team for wonderful session about sales & marketing process ,
Sales/Lead process.
Session is amazing even beginners can also understand.
Session completed!
Thanks for this wonderful session. Found quite informative.
Glad this helped you
Hi Amit,
Thank you very much for “FREE Salesforce Admin Certification Training”. I completed “Day 4: Sales and Marketing Applications” Session. It is really very helpful for new members who are willing to build their career in Salesforce like me. I am preparing for the Salesforce Admin certification exam under your guidance from Apexhours blog and YouTube channel.
Completed Day 4 Session. Thanks Arpit and Amit for wonderful session about Sales/Lead process.
I have completed Day 4 fantabulous & informative session regarding Sales/Leads process
All the best for your exam
I have completed this session.
Thank you, Apex Hours!
I have completed this session.
Thanks a lot sir , looking forward to next lecture .
Session Completed.
Thanks for the session which is really good. I came to know some new topics in Lead conversion.
I finished watching them, now I’m leaving the comments. Thank you.