Leads Flashcards
Leads (33 cards)
Lead Conversion
Optionally create an
Account (unless one exists)
Contact (merge with existing)
Opportunity
Cannot pick record type of the records being created.
Activity history persists to contact/account
Mapping is customizable
Web to Lead
HTML code created that allows direct to lead creation in SF.
Lead Auto Response rule
Send an email back to lead when it is created.
Know the diff between lead creation and case creation processes.
Assignment
Auto response
Case escalation
Person accounts
used when an account is the same as a person. think time share prospects.
The account then gets some fields that would normally be more contact related.
Campaigns
A list of “people” i.e., leads, contacts person accounts.
Associated through the campaign member object.
Unlimited number of members in a campaign
An unlimited number of campaigns per person
Campaign influence
Out of the box, it’s enabled.
It can be updated to allow me to pick the campaign influence.
Can use influence time frames.
How is lead source different than being a campaign member?
Lead source is just that, where it came from. You use it to see where you get most leads. Campaigns work more on the value of the leads.
User specific check boxes required profile.
Marketing user
Knowledge user
marketing user - Used to show who can create campaigns.
Content
All editions Replaces Documents all file types can subscribe to content deliverable externally
Delegated administration
Allows you to make psuedo administrators with limited access to
Create users and predetermined roles & profiles
Activate and deactivate users
login as users
manage custom objects (not advised)
Dashboard components can be
posted as a snapshot to a chatter feed. This overrides the rights they’d have to that gauge. It’s displayed as an image
Email to Salesforce
Know basic functionality
know matching - review by going to ‘my email to salesforce’ set up page
Salesforce for Outlook
Button in outlook client:
Add email to salesforce (can manually associate the contact right there).
Needs to be set up by the administrator.
Multiple configuration profiles can be set up. Each user gets one profile.
Big Deal Alerts
p199
Simple function to alert key people of opps beyond a currency threshold configurable against amount & probability. Only fires on first crossing of the threshold.
One alert per org.
Obviated by workflows.
(This will be one of the pick three answers)
Similar Opportunities
p200
It’s a ‘related list’ in opps. Allows you to find closed/won opps that match the one you’re currently working on.
Can manually add opps to the related list.
Once enabled, need to be added to each of the page layouts as a related list.
Opportunity Update Reminders
p201
Can be sent to teams to remind them of opps. Predates scheduled reports. Has to be enabled system wide then user by user. Users can schedule their own.
Only sked is once/week
No ability to format email.
Stay-in-Touch requests
If your customers respond, it’s useful.
Get email with a link to a cloud hosted form in SF that will allow them to update their record in SF. Sender will get to review the changes and accept or reject them.
Can do mass email stay-in-touch.
Cloud Scheduler
p204
Used to set up proposed meeting times with contacts or leads. Holds up to five proposed times. Email goes out, hosted link allows all users to specify times. Times are proposed to the user.
*Can include custom logo on the page
Email-to-Case
Two types of setups
On-demand (the original, email goes to SF) - generate an address, SF automatically associates the case into the org and attachments, tries to associate it with an existing contact or account (simple algorithm). Has 5mb attachment limit.
Full email to case (email comes to our server)
Agent gets installed on local server to manage incoming emails. Attachment limit set by local mail server
What are the benefits of unassociated tasks
Can be used by user to do things not related to particular objects.
On a similar note, know how to get to ‘my activities’ (via the home tab by the calendar).
“Private’ filed on opportunities
A special override of privacy on opportunities. Takes it out of workflows, big deal alerts. Allows only the owner and heierarchy to see it.
Product Schedules
Spread recogniztion of a sale over time. Must be using Opportunity Products. Only allows regular schedules (e.g. cannot front load).
Two types -
Quantity Schedule - dates, no. of units, no. of installments.
Revenue Schedule - dates amounts, etc.
Automated users are around in what contexts
p205
Leads - default lead owner
Cases - default case owner, automated case user
Workflow - default workflow user
Generally needed when an unattended process would take place
