Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead conversion process. I also discuss exam questions related to the lead conversion process and show you the process from end to end.
The lecture covers creating and managing campaigns. Leads are added to campaigns.
Resources:
Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&r=https%3A%2F%2Fwww.udemy.com%2Fcourse%2Fsalesforce-administrator%2Flearn%2Flecture%2F4303082%2F%3Finst...
Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has rece...
We are now ready to cover Service and Support Applications - the next Knowledge Area in the Exam Guide. Effective Case Management is key to success for Service and Support Applications.
