(Sales and Marketing Applications II 14%) Review Flashcards
How can duplicate leads be identified and managed?
using the ‘find duplicates’ button, fields can be selected to search on, and up to 3 leads can be merged from the search results
What tools and features are available to manage leads
import leads, mass delete leads, transfer multiple leads, mass email leads, mass add leads to campaigns, mass change lead status
what is lead conversion?
a way to convert leads to linked newly created or existing contact, account and opportunity records
what is a lead process?
A group of lead statuses mapped to a lead record type. allows for different steps in a lead life-cycle to be defined for different types of leads
How can leads be automatically assigned?
Lead assignment rules can automatically assign leads to users or queues based on criteria matching field values and can be evaluated upon creating or editing a lead.
What are Lead Queues?
Lead Ques are a place to hold leads that have not been assigned an owner. They are accessed via a list view and users with access to the queue can ‘accept’ leads to take ownership
What needs to be connected to Salesforce to generate leads from LinkedIn?
A LinkedIn member account with one or more ad accounts
How can Leads be captured from a website and saved in salesforce?
Web to lead allows leads to be captured from a company website and saved in salesforce. The lead form can include standard and custom lead fields. Generated HTML can be added to a public website.
What is campaign Influence?
One or more campaigns that have influenced an opportunity linked to an opportunity, with on being marked as the primary. Values from the primary are used from the campaign stats
What can be done to make sure that users don’t convert leads to opportunities in Lightning Experience?
The opportunity section in the convert lead window can be hidden in ‘Lead settings’
How can Campaign Members be added to a campaign?
Leads & Contacts can be added using a report, list view, from a lead or contact record, using the import wizard or data loader or using ‘add member’ button on the campaign
What is campaign ROI and how is it calculated?
Return on investment of a campaign = ((total value of won opportunities linked to a campaign-Actual cost of the campaign)/Actual cost of the campaign)*100
What is Salesforce Content?
A content management system to organize, collaborate, tag, search, version control and share different types of files internally and outside of the organization
What is the campaign Hierarchy?
A way to link related campaigns in a hierarchy of up to 5 levels and unlimited siblings e.g. total value opportunities for all campaigns in a hierarchy can be displayed
In salesforce classic, how can CRM content be shared externally?
By defining a content delivery. Salesforce creates a URL that can be accessed by external parties to view content
