You could say, “C’mon, we were supposed to talk about Sales Cloud, and here it seems we will be learning about campaigns?” Are these marketing campaigns? Yes and… no! In Salesforce Sales Cloud, we have functionalities similar to marketing tools because we have access to the Campaign and Campaign Member functionalities. What are they used […]
Category: After the exam
Leads – Sales Cloud-3
During the Lead conversion in Salesforce, it creates three records: Account, Contact, and Opportunity. It is evident that in the sales dimension, Lead conversion in Salesforce is a significant matter because it results in the creation of an Opportunity (which, of course, can be omitted as it is not mandatory). The salesperson aims to successfully […]
Leads – Sales Cloud-2
Imagine you have a customer, a company called Super Bus. Mr. Edward Stone works at Super Bus. Since Super Bus is your customer, Mr. Edward Stone is recorded in Salesforce as a Contact. He’s simply a Contact linked to the Super Bus Account. But at the same time, instead of calling you, Mr. Stone filled […]
Leads – Sales Cloud-1
We briefly discussed Leads in Chapter 1, Introduction and Getting Started with Salesforce, of this book; however, in this section, I would like to expand on this description and show you more. As a reminder, in Salesforce, a Lead is a place where potential, preliminary sales opportunities can be recorded. A Lead is a combination […]