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: Exams of Salesforce
Contacts – Sales Cloud
In this case, much like with Accounts, there aren’t too many mysteries. Contacts are simply records, most often associated with Accounts, meaning employees of a particular company or individuals with whom you establish cooperation during sales activities, such as writing to them or calling them if you are a salesperson. Contacts appear in Salesforce after […]
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 […]
Seller Home – Sales Cloud
Seller Home is a relatively new solution from Salesforce designed to theoretically facilitate the work of sales professionals operating within Salesforce. It represents a natural extension of the classic Home tab available to all users, with the addition of certain elements tailored to the needs of sales teams. Is it a perfect solution? Not entirely. […]