Sales and Marketing Applications in Salesforce

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 covered in this section.

• Typical Sales Cycle
• How Salesforce Supports Sales Cycle (Key  Object)
• Lead Process
• Sales Process
• Lead Assignment Rule
• Productive Features

Typical Sales Cycle

How Salesforce Supports Sales Cycle

• Lead Process: The lead process controls the picklist values for Lead Status.
• Sales Process: The sales process controls the picklist values available for the 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 one can be activated.

Lead Auto Response Rule

We can create as many Auto Response rules as needed. But only one 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 characters each.

Workflow Rule VS Auto Response Rule

Productive tools

Einstein Lead Scoring

• Einstein Lead Scoring add a 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 the Opportunity score field to Opportunity.
• We can also add an Opportunity score field to any list view.
• Einstein Opportunity Scoring shows Negative and positive for Opportunity.

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 a campaign member?

I hope this Sales and Marketing Applications in Salesforce session helped you.