Activities are a fundamental feature that virtually every Salesforce Sales Cloud user grapples with. Of course, I used the phrase “grapples with” as a joke, but to be honest, activity updates are often a tedious task not always favored by Salesforce users. Of course, Salesforce allows for significant simplification and automation of this process. There […]
Category: Joining the Salesforce community
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-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 […]