Deck - 1 Flashcards
(28 cards)
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
