Sales and Marketing Applications in Salesforce

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 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

Typical Sales Cycle in Salesforce

How Salesforce Support 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 Assignment Rule in Salesforce

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.

Lead Auto Response Rule

Workflow rule VS Auto Response Rule

WorkflowAuto Response
Designed ForNotification to interested parties.Initial response
Runs WhenWhen Record is created or edited.When record is created.
Target AudienceAnyone 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.
Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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  • 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.

  • 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

  • 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.

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