We are now in the Sales and Marketing Applications Knowledge Area. In this introductory video, I discuss a few of the topics we'll be covering.
Frankly, this is another immense and highly-weighted knowledge area. There's a lot that goes into understanding the nuances related to Marketing and Sales applications in Salesforce.
I have divided this section into two core categories:
Marketing
Sales
So we dive into Marketing related concepts in the beginning of this section. As with typical business processes, we eventually hand things off to Sales as I cover the Lead Conversion Process.
You'll learn a lot about Campaigns, Leads, Contacts, Accounts, Opportunities, Lead Processes, Sales Processes and Record Types.
We dig deeper into our own custom application towards the end of this section, as we build a Lightning App and start enhancing the functionality.
Get ready...
We discuss the primary Marketing components of Salesforce apps in this lesson. This primarily includes Campaigns and Leads.
In this lesson, I provide an overview of the Leads object and functionality. We create a new lead record.
Campaign Members consist of Leads and Contacts. In this lesson we add members to a campaign.