You have several options for finding the right content for you: Figure 13.3: What Find Groups looks like Figure 13.4: Thematic groups Check out this page; it will allow you to find additional materials and people who share the same passion as you. Now, let us hop into the DeLorean from Back to the Future […]
Category: Leads
After the exam – Salesforce Administrator Exam Preparation
After the exam, keep the following in mind: I hope these tips will help you navigate through the exam smoothly, and nothing will surprise you on the day you take it! Remember that we’re rooting for you! Be sure to reach out to us after your exam! We’ll be happy to hear about your success! […]
Salesforce Certificate Days – Salesforce Administrator Exam Preparation
In this section, I also want to share a tip on how you can save money and get a discount on taking the Salesforce exam. This is not any illegal hack, and we won’t be hacking into the CEO’s Salesforce account to get the needed codes. Salesforce occasionally hosts free training events called Salesforce Certificate […]
TIP – Salesforce Administrator Exam Preparation
Now that you know about the exam formats and where to sign up for them, I’d like to give you a hint that could enhance your comfort during the test. You can extend your exam time! Yes, you read that correctly! Extended Time (ET) exams are tailored for individuals who are not native English speakers […]
Exam format and scoring – Salesforce Administrator Exam Preparation-2
To sign up for and take the exam, you only need to meet a few basic criteria: first, you have to want to do it; second, I recommend preparing for the exam; and third, you must have internet access. Simple, isn’t it? The first two points probably don’t need explanation, so let’s focus on point […]
Exam format and scoring – Salesforce Administrator Exam Preparation-1
The time has come, and the moment has arrived when you’re nearing the end of this book, which can only mean one thing (well, it can mean many things, but one is most important): that the Salesforce Certified Administrator exam is right ahead of you. This exam is the culmination of your study journey and […]
Summary – Sales Cloud
In this chapter, you have learned about the intricacies of Salesforce Sales Cloud, starting with the crucial domain of Leads. You delved into the process of Lead conversion, discovering the seamless transition from potential interest to engaged prospects within the Salesforce platform. As you navigated further, the landscape of Accounts came into view, showcasing the […]
Opportunity list view versus Kanban view – Sales Cloud-1
As we know, salespeople are usually very busy individuals and typically don’t work on just one deal but strive to acquire as many high-quality clients as possible, for which they are usually compensated. They don’t work in Salesforce on just one Lead or one Opportunity but often have dozens, and sometimes even more. To manage […]
Opportunity Products and Quotes – Sales Cloud-2
Salesforce Quotes are an additional feature in Salesforce that allows you to add various combinations of products or services you want to offer to your customers. The Quotes module allows adding multiple Quotes under one Opportunity, processing Quotes internally, and creating additional approval processes per Quote, so that you can internally confirm these offers before […]
Opportunity Products and Quotes – Sales Cloud-1
Another thing that a salesperson often does when managing Opportunities is adding products (goods or services) they sell to a particular Opportunity. This is possible because Salesforce provides the ability to add Products along with price lists (Product Pricebooks), which can later be used on Opportunities. Adding products is a simple task, and assuming that […]