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: Non-Salesforce resources
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-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 […]