Deck - 1 Flashcards
Accounts
Companies whom you are doing business with
Contacts
the people who work at your accounts are called contacts.
If you’re doing business with a single person, like a solo contractor or an individual consumer, you use
a special account type called a person account.
In Salesforce, the companies that you’ve sold to are
business accounts.
Three Key Account and Contact Relationships
- Relationships between companies (accounts) and the people who work at them (contacts).
- Relationships between your customers (accounts) and other customers (other accounts).
- Relationships between customers (accounts) and coworkers who deal with them (other Salesforce users).
what must an admin do , to relate contacts to multiple accounts
enable Contacts to Multiple Accounts in
Setup»_space; Account Settings
Best Practices for Establishing Account Hierarchies
Global Enterprise Account and Location-Specific Accounts
Lead conversion for a business
- Business Account
- Business Contact
- Opportunity
Lead conversion for an INdividual consumer
Person Account
Opportunity
You can use ________ to automate the standardization of opportunity names.
Process Builder
If a user creates an opportunity by converting a lead, Salesforce appends_________ to the name of the new opportunity automatically.
the account name
Difference between Account Team and Opportunities Team
Opportunities team is a temporary group where as account team have a long term relationship with a customer
Two types of splits in an opportunity
Revenue splits
Overlay Splits
. Revenue splits always total _______% of the opportunity amount
100
___________ are for crediting team members who are directly responsible for the revenue on an opportunity.
Revenue splits
__________gives you a way to credit supporting team members.
An overlay split
_________ is used to provide a visual guidance of moving through the stages
Path
______shows you at a glance where the record is in your sales process.
Path
The ______ is a visual summary of the records in a list view
Kanban view
_______ is A common approach is to use the hierarchy to group campaigns by
marketing strategy.
What is the most common number of levels in a campaign hierarchy?
3
How do you create a campaign hierarchy?
Using parent campaign name field
What can you do with campaign record types?
Track diff details for diff campaigns
What information can you see with a campaign hierarchy?
Responses
Who can be added to campaigns as members?
Leads,Contacts and person Accounts
What is the best practice for defining your campaign member statuses?
Use the same set of values for all campaigns of the same type
How many campaign member statuses can count as a member response?
As many as you want
Whats the use With built-in campaign reports
To see who has responded to each campaign, and how much revenue they’re generating.
