In our fourth live session, we work through the Sales and Marketing Applications Knowledge area.
I also work through a Validation Rule to force only numeric values into the Year text field - here is that formula:
Curriculum Spreadsheet - https://docs.google.com/spreadsheets/d/1OWoHWE9xaGIJq6x-9Z6v5DDa92DQWocCyrX3zCjTfPA/edit?usp=sharing
Mike Wheeler Media+ Subscription - 75% off for 3 Months - http://learn.mikewheelermedia.com?code=live75
Mike Wheeler's Salesforce Administrator Certification Practice Tests - https://bit.ly/salesforcepracticetest
Accounts & Contacts for Lightning Experience - https://trailhead.salesforce.com/en/content/learn/modules/accounts_contacts_lightning_experience
Leads & Opportunities for Lightning Experience - https://trailhead.salesforce.com/en/content/learn/modules/leads_opportunities_lightning_experience
Hello everyone, so we'll get started. Tonight. This is a week for live admin course, please do share in the chat, where he joined us from tonight. And let me put that in the chat as well. So it doesn't join live will hopefully see that. So just one second.
So I can't seem to type and talk at the same time. Apparently so. That's always good. So if you have any questions tonight. Just put those in the Q&A section and I'll get those answered at some point live
And if you have anything you want to chat with either myself or others. You can put that in the chat area.
And I miss a lot of the chat stuff while we're live. I try to keep up with the Q & A section, say, the question, be sure, but then the Q&A
And I always do review the chat after the fact and during the break as well. And just as a reminder, we will take about a 10 minute break. It's halfway point.
And in will be doing several things tonight. So let's get started with sharing my screen, which is always an adventure as well. Alright, so
Oh boy. Alright. So since we should move this thing.
One second. Let's try this.
Alright, so it looks like we've got decent amount of people on 95 or 65 I should say usually have around 100 so thanks and people are late and let's
Get started here.
Alright, so our agenda, tonight we're going to be doing a poll. And I'll start there here momentarily. I'll be talking about suggested learning path as well and it will do a weekly assignment recap. We're also going to look at how to do a validation rule to make sure that the
Year field is a text, the year Phil has a numeric value instead of text in it that was asked last week and I mentioned, I'd be covering that this week.
And then as well tonight we're going to be talking about the anatomy of an application and we'll be talking about sales and marketing applications, specifically
We're going to go through an opportunity deep dive, as well as cover weekly assignments. So with that said, let me start the poll
And the four options are. And this is asking what's good for your completed this week's course assignments are not officer. Yes, you're totally cut up know you're behind what assignments or yes I'm caught up and
Man, I've got everything in the way of my screen here. Like, I don't know how to move this puppy or we stop my sharing, so you should be able to see the policy, the votes coming in here and
So last week we were at 43% or
Kelly caught up.
We see what questions we have as well.
To get all this off of that screen so that I can share my screen again and you won't see all my controls as well.
Let me do this.
Alright so let me in the poll. Looks like we're about a third are
Caught up 57% are behind
Alright, so we're going to talk about
Recommended learning path here as well. I can get this to work correctly. So you should be seeing my
PDF my slide deck, basically. And as a reminder, I make these slide decks available in the Facebook group in the files section. So look for those there after we're done live each week as well. If you ever want to reference back to any of the slide decks also and
I've already ended the poll Monica. So I think we're already done with the, sorry about that. I may have the
into that a little prematurely share the results.
Alright so let me just alright so I know that we're covering a lot of ground with this information that I'm sharing and a lot of times you can feel like you're drinking from a firehose probably
And I just want you to know that that's the normal feeling. And over time, over the coming weeks you'll start to feel more and more comfortable with what you're learning
And but when you're really starting now. And some of you have joined kind of light, either in the second or third week we've had a few people join even after three weeks into our fourth week now and so
I do equate this learning journey, much like ironing a shirt and it's I think it's a good and appropriate analogy because
You don't expect to iron a shirt with just one single pass of the iron over a piece of clothing, but it's something that becomes more and more clear with each pass
And so I want you to keep this analogy in mind as we talked about the ideal or suggested learning path.
I have done this live course several times now and I've taught well over 100,000 students on the platform.
And I've seen kind of some commonly recurring struggles with students that are starting out and feeling like they're can't possibly learn everything or they're overwhelmed or feel like you're drinking from a fire hose.
And so I want to talk about those proper passes that you'll take through learning this stuff and it quite as much like I need a shirt.
In this just a path would be that you watch live and you try and attend as much as possible live here. I was trying to see how many we have live right now.
We're up to 73 so it looks like there's some people dropping off of the live times because in the first week and second week we had 100 more people
And so hopefully that's not a sign of people, you know, feeling overwhelmed or anything. And I know that there can be some scheduling constraints as well but
It is a good idea to join live and experience this live and then watch the replay and follow along. So the idea is that you do the work alongside of me inside of Salesforce either live or during the reply.
And then the second pass of this information or the second angle that you will learn this from is through the assigned coursework for the week.
And tonight starts, what would be considered week four, and so we've just completed three weeks of the live journey of the nine week journey.
And so this is starting week four, and then as time allows. I do recommend that you work through the 12 had worked for the week.
That is optional. And if you have to decide on what to perhaps skip or wait or hold off on
If anything, if you run out of time in a week, I would recommend that you hold off on the trailhead work, you can always catch up on that later if you need to.
And so the first pass will be live second pass would be the assigned coursework and a third pass will be the trailhead work which will give you additional hands on experience.
And a lot of these topics, some topics that I cover live. I don't cover at all in my recorded content. And then I also cover things that are brand new to the platform that I haven't had a chance to record yet.
And also I take things from oftentimes a high level approach to explain things like the anatomy of an application or an app. And we're going to be going over that tonight because this week's work has to do
With the sales and marketing applications knowledge area. And so it's important for you to understand what an app even is in Salesforce.
And as well we looking at the lead conversion process how leads are born things around marketing and sales specifically now.
I do encourage you to repeat the steps as time allows. I know that some of my students will watch my coursework more than one time.
And it's through that repetition, as well as much like the first few passes of the iron over wrinkly shirt my things really
Make a vast improvement, they can really hone in on things and clear up some wrinkles as you do multiple passes as well.
And then as well. It came up in the Facebook group in the live Facebook group, someone had posted a link to the YouTube me practice test they received an email.
Promotion and in that was my practice test course, as you know, or may not know have recently launched my own learning platform Mike with our media plus the one thing that I've been unable to replicate as of yet in my own platform.
Would be my practice test courses. And so for now I'm still referring everyone to just to go to use me for those
I did post a coupon code and link in the Facebook group for that and updated the links the curriculum spreadsheet and I will be
talking a lot more about practice tests. Towards the end of this nine week journey. The final week week nine will be we'll talk about practice tests I do encourage you to hold off on
You know, jumping into the practice test too early because you don't want to burn the questions too early, but once you're closer to ready to
Take the test. So with that said, that's just a little
vamping of mine related to the best way to learn. I find that during this week between week three in week four is where people begin to really despair feel like they're not smart enough for them not good enough or whatever.
And I am planning on creating some video interviews of people that felt actually the admin exam multiple times before going on to pass and launched their career.
And it. A lot of that has to do with how will you prepare for the exam. And so I want to kind of lay out the groundwork, and I've structured this to where to improve your odds of succeeding. The first time.
With the exam, but also not stressing if it takes you more than one attempt as well. So last week.
me pull this up and you should be seen. Now the week three assignment recap. And with that, it is to wear
And see this properly.
Boy, I'm always juggling screen real estate here. So the assignment recap from last week.
Was that we covered standard and custom objects. If you recall when we were live. We created a custom object for automobiles and it was a good example.
It lends itself to make some models model move bills and
In we created dependent pick lists between make and model as well. And there's some of the live or signed coursework covered master detail and look up relationships as well as standard and custom fields.
Live, we created a lot of custom fields last week related to
The automobile object which is a custom object that we created. And then one of those fields later on tonight we're going to revisit for another validation rule.
That'd be the year field on automobile to make sure that it's just contains numeric characters, even though it's alphanumeric field a text field.
There's what we looked at page layouts received some questions from people. This week related to Page Layout some oddities around some
Messaging, as far as insufficient privileges to be able to access page layouts and help solve some that
And so just as a brief reminder, if you have any issues during the week that you can't resolve, you can always reach out to me via support at cloud Career Coach calm.
And I always have that email address at the final slide of all these slide decks that we do live as well. You know, it's reached out as well in the Facebook group and either myself or someone else can answer your questions. It looks like there was a question.
Here as well. It looks like from Jeff and maybe Dwayne has provided some guidance there. So it's always good to get support and answers from others also.
And then we also looked at field level security and there were questions that came in around field level security versus the security are showing are hiding fields.
On the page layout. So there's been a lot of good interaction amongst this class as well. I have to say after having done this. I think this is my fifth time of doing this live that this has been the most interactive
Group Of Students. I've had, which is good because it. I think it brings more to the learning process that people are asking questions and getting their questions answered either live or in the Facebook group.
But the things that either. Just don't come up naturally in the course of the live sessions or in the recorded content that are nuances of the platform.
And we had some good examples of that come up lot last week as well and and finally we talked about record types which are equate to adjectives.
If you remember standard and custom objects or an object in Salesforce is like a noun. It's a person, place, or thing.
record types are like adjectives and they describe the noun. So it's a type of an automobile or type of a whatever the object may be so with that said, if you have any questions, put those in the Q&A
Let's look at
Doing a validation rule around this year text field. And the issue is, is if you recall from last week and I'm going to stop sharing and do a new share
All right, is I want to show you in Salesforce how we're going to do this validation rule and
Alright, so I'll get Salesforce up going doing new share for Salesforce, I can find it, my list of applications.
All right, I'm just going to do
And that will go away. Eventually, alright so
This field. If we go into the Object Manager and do try and follow along if you can. And I'm going to do this validation will kind of think through the logic behind this and building out the formula that I had in the slide there.
But I will provide in the chat. The actual text of the formula that I'm going to do as well.
Alright, so here's the formula in the chat.
And what we'll do is we want to go into the automobile objects or an Object Manager, go to Audible bill. And if you remember the links along the left are always the same across various objects.
So under fields and relationships we have
The year field. Okay, so this is a custom field as denoted by the underscore, underscore, C, and it is intended to capture the year of the vehicle that you're entering in, whether that's a
Ford or 2010 Honda or whatever it may be. Now we chose this to be a text field because we didn't want to comment to appear.
In those four digit numbers. We didn't want the year 22 appears to comma 020 and the commas in numeric values has to do with your locale settings so that may or may not be the case, depending on what you set your locale for
So, with this we can then create a validation rule so that we at least force people to enter numeric
Us and not text values in this field. Now, the way that we can do that is if we scroll down on the left for the automobile custom object we can select validation rules. Now, last week, live, we created a validation rule that made it to where the value
entered in the price field had to be $500 or more, if it was low 500 then it would. I would show an error validation rule arison at the minimum price had to be $500 so you can create multiple validation rules on
On an object and is that the object level and you specify in your formula the field or fields that you're wanting to work with and evaluate and so here we're going to do a validation rule around
Making sure that year is numeric only. So for the role name. I'm going to interrupt here in America only
You can put a description in as well.
Now the formula that I pasted. Let's see if this works. This is what the formula looks like now.
If this is your first formula validation rule. This doesn't make a lot of sense. So what I want to do is backup and kind of clear that out.
And explain kind of how I tend to approach validation rules are formulas. Now, one thing that's important to recognize is that
It's easy to invert in your thinking the way that these formula expressions evaluate and remember for a validation rule you want this to throw an error if the formula expression is true.
So if it is true, then an error is shown. So what we want to evaluate and what we want to be considered true is that the year field is containing text, therefore it will show an error.
And we then put the air message down here at the bottom. We'll get to that here in a moment.
So typically how I approach this, and I'll go ahead and keep the final product of as I kind of show you down below how I build these out basically
Is I typically start with the field that I want to evaluate and you can click Insert field.
And that brings up the field selector and defaults to the object that you're on which is automobile. And so the field that we're wanting to use is the year, Phil.
And it will give you the API name for that. And you notice that here, underscore, underscore, see if I click Insert it will insert that field wherever my cursor was in the Formula Editor now.
You notice the end result. We have a couple more functions, there's this is number function and a not function. So we're going to talk about those here momentarily. So what is Number does. And you can always get help on these by selecting them and then
It will give you more details down below. So the way that this is formed, and it gives you an example is number and then text inside of parents articles.
It will return true if the text value is a number. Otherwise, it returns false. So this is number function is basically evaluating okay for text field. Is this a number of value, or is this a text value.
And so I'm going to show you. I'm going to click in here. I'm going to just hit return and we're just, we're not doing a valid formula here, down below. I'm just working with some of these functions and inserting fields and showing you how this works.
I'm going to insert selective function and it gives you the same format as this example here.
Now this text here is just a placeholder for the name of the text field that you're wanting to evaluate. Is this a number or not.
So what I would do here is I would cut this year, underscore, underscore, C and replace that in place of the text placeholder now reading this description once again.
It says that this is number function returns true if the text value is a number. Okay, so if we just had this is number in the year in
In here, it would return true if the year field contains a number. Now remember we want it to evaluate to true.
If it is an error. We want it to return true if it is not a number. So we want the opposite of this. So you probably see where I'm going with this, we're wanting to invert this or do the opposite of what we currently have.
And that's where we get this not operator. And so we can look at the not operator.
And see what it's about.
And it is a
It basically just flips things, it changes a false true or true to a false. It's a way of saying is the year filled, not a number. And one thing I want to note as well is that there's no
There is no is text.
Function there ism is number function, but there's not is text function, it's kind of not available. So what we need to do is we need to put a knot in there. So if we click on not. And let me just go down here to the bottom and insert the
Selected function, then this logical is a placeholder to put all this other stuff. Okay, so what I would do here is I would cut this. Oops.
Let me try that again and grab everything. So I have this the start is to my formula. I'm going to cut that
Them and paste it over the word logic goals. That's my logical that I'm evaluating his number
Is the year field and number and then I'm putting that all inside that parenthetical. So what we should have then
Is the same as what we started off with basically. So how to read this. Let me clean all this out and just have the one formula.
Is is saying is the year filled, not a number. In essence, and if it's not then show this error message. So we can check the syntax to make sure that there's no errors found which is good. And then we want to place the error message at the gear field if it is text in the
Alright, so once we've entered our error message. We can click save. And remember, once we create a validation, roll, roll, we want to make sure that it is active.
And then also just because you've created a validation rule doesn't mean that Salesforce will go in and retro actively check all the existing automobile records.
That you have in your system and make sure we're clean those up. It's only once existing records are edited if if we just have an alpha character in a year field an existing animal bill if we try to make an edit to that, then it would show the air. So let me go in and go into the automobiles.
Tab and that's under all items by clicking the app launcher, the three by three grid on the top left is the app launcher, sometimes referred to as the waffle.
And so let me just look at all automobiles that we've previously created and
One thing I'm going to do is I'm going to look and see just through the list view. This is just a quick little hack or tip if you don't know how to edit a list view.
Is you can click the gear icon drop down here in this list view and I selected the all animal bills list view and then select fields to display and then you can
Add columns into your list view. I'm going to select here so I can see what I have for all of my records in my system so far. So I have 2020 and all my records. I don't have any of the had a
Text character in them. So what I'm going to do is I'm going to edit an existing record. I'm going to select one select Edit and then for the year, Phil, I'm going to try and change one of the characters to a text character and click Save.
Now you see their validation rule has fired it evaluated to true. It did evaluate that it wasn't D true that the year field was not
And so here's our error message that we put on the validation rule and
Your field supports numeric characters. Only someone is going to cancel out of that. All right, so
Is validation roles and let me get back into will having some desktop issues here.
Alright, so any questions on there.
We got some questions.
Andrew is asking, can use validation or regular expression and validation rules. Yes, you can. It does support rejects
And I think, I think I provide that link in the on demand coursework, but it does and
That you could search for rejects validation rules Salesforce and probably find examples of that as well. But here is once again the
validation rule formula for ours and then yes, Andrew basically false equals not true.
Cameron's asking is the formula syntax fairly forgiving. Many and easy to learn over time.
It is fairly easy to learn over time and just take some hands on experience and I learned by just kind of piecing it together and then also finding examples of
validation rules and there are examples that Salesforce provides in their online help and also provide sample complex validation rules and
There's been some occasions where I had to piece together some really complex validation rules and complex formulas
For other things beyond validation rules you get into creating formulas for validation rules and also formula fields on records is a good way to kind of merge things together.
If you have like first name and last name you want to just create a formula field that just says name minutes equals first name plus space plus. Last thing you can do stuff like that. It is fairly forgiving fairly easy to learn and can get quite complex.
Let's talk about the anatomy of an application. And what is a Salesforce app or application and
See if we can just page down. Nope. Alright, so I've said this before, I'll say it again and you'll hear me say it often a
Application in Salesforce is a series of tabs and screens. And that's really all it is now behind the scenes, you will set a lot of automation, you'll set a lot of security and visibility from Angie user perspective.
As far as your users are concerned is nothing more than a series of tabs of screens and just bear in mind that apps are a lot like tools in the toolbox.
And you have to determine. Then when you're creating these applications. What is the primary purpose of this application, much like just using different tools in the toolbox.
And you have different tools for different tasks such as using a hammer or a song. And so being an effective ad builder on the platform.
Will dictate that you just really hone in on what are the purposes for these various applications. And the reason I'm going into applications this week.
Is because this knowledge area for this week has to do with cells and marketing applications. And so we've gone from the previous weeks. I'm just going to review quickly what these different knowledge areas where
We went from in week one, it was
You know organization set up user setup. So this kind of high level things around setting up your org and set up your user account and then from there, we got into security and access
And these go in the order of the actual knowledge areas of the exam guide so security and access those are fundamental things that span across all the different knowledge areas and across application specifically as well.
And then last week, we got into standard and custom objects before we get into apps, it's important to understand what objects are remember those are like nouns. It's a person, place, or thing.
A lot of the standard objects have to do with accounts and contacts and leads and opportunities and now we're getting specific with specific types of applications.
And in this week, the knowledge area has to do with sales and marketing applications. Next week is service and support. Now if you remember I've talked previously about
The three pillars of Salesforce. I think that was a week one. And so this week has to do with sales and marketing and those are two of the three pillars of Salesforce marketing and sales where you attract and retain
Customers. So as you're thinking about these different applications. What is an individual apps primary purpose. You don't want an application.
That has multiple things is trying to accomplish us usually. Now this is kind of a reflection on where things are in the broader spectrum as far as just software design as a whole.
I remember, probably in 2011 2012, something like that. The big thing in
Web circles, even beyond Salesforce was responsive design. And that was because of the advent of the iPhone and the iPad and tablets mobile devices and Android devices as well.
And the goal then was to make applications that were quote unquote responsive, regardless of what type of device you're on.
Whether it's Desktop or tablet or phone having everything be cross platform compatible across a singular app. You saw the Facebook's of the world trying to create
One app to rule them all and you saw Salesforce coming out with what was called vid Salesforce one around 2013, I think. And I've seen over time.
Companies large tech companies, see that that's kind of unrealistic trying to do too many things in a single application. So now you see the Facebook's of the world, they'll have their mobile application.
for Facebook to have a separate mobile application for messenger have a separate application for Facebook pages.
And for me to interact with my students that reach out to me through my page, rather than my personal profile versus my business.
requires me to hop around across multiple applications now that does provide for more work on the part of the company, but it makes for a better experience for the end user.
And that way you have an application that's just focused on messaging, such as Facebook Messenger. And then there's a separate application for the social components as far as the Facebook mobile
This is a good example for us to follow in our own app designs on the Salesforce platform.
And you see this reflected in the app launcher even from the standard applications that Salesforce provides to us in these free developer accounts, you see that there's a cells application.
There's a marketing application. And so these are two very distinct functions inside of a business. Now, there is some overlap in the objects and the records that those individuals would use across those two different applications.
But they have different purposes. Okay, so what's the primary purpose of these
So just as a reminder, as we're thinking about marketing is the first of the three pillars of Salesforce or any good software or any good business has to master these three pillars and that would be marketing.
Sales and Service. Now I've acquainted those three marketing, sales and service. I often call attract attain and retain is that business to business life cycle or relationship.
Between two businesses and the front end is where you try to attract attention. That's the marketing aspect and you notice here, down at the bottom of my slide showing
Marketing equals attracting attention. And then the second one. The second goal or the, the goal of the second pillar, which would be cells would be to attain customer. So you go from attracting attention to attaining customers. That's where you close the deals. Okay.
Now, this is all important because I'm providing context so that you know how to process what you'll go through in the coursework.
Because a lot of the course where it says, Okay, here's how to change the stage on an opportunity, and many of you might be thinking, what is an opportunity
And at what point does marketing handoff to cells of what is the lead conversion process.
This is some bigger picture context to help you frame what you're learning as far as the specifics. I teach a lot of the House and in the live stuff. I try to teach a lot of the when and the why and so
Hopefully, that is helpful to you and providing context. So with sales you're trying to attain customers.
So for the sales and marketing application objects their specific objects that you will see across these different applications or remember these different applications have a primary purpose. They're like different tools in the toolbox.
And for marketing the primary objects, you'll be dealing with have to do with campaigns and leads. I'm going to be showing some of this here in Salesforce here momentarily. But I want to get to a logical stopping point with the slides and then I want to show you some of this.
So, and then typical sales and marketing application objects so applications that you'll be dealing with
For cells or sales objects, specifically the primary ones would be accounts contacts.
And opportunities. And so there is some overlap but then you're getting deeper into the sales process when you get over to cells.
And take it through the different stages which are reflected in the opportunity
And this all ties together. There's different objects that are used to track certain things where you track certain information about the company and the account object, the people in the contacts object and the specific opportunity to do business in the opportunity so
How it goes so far.
Alright so we got some more questions. Alyssa is asking, so does marketing equal par dot someone or was. That's a good question.
par.is one of a couple of different Salesforce marketing cloud solutions par dot was one acquisition and another one was exact target our tends to be more for B2B marketing and it is a separate
Release last I checked, I don't know much about par dot and I don't know much about exact target, but both are kind of integrated in with Salesforce.
This is more having to do with the core functionality of Salesforce itself and not par.or exact target.
There's some baseline marketing functionality that exists inside of Salesforce and that's what the admin exam is geared towards so you will see leads and you'll see campaigns related to marketing, there are separate certifications for par dot consultant and that's
Like a whole separate field. So you can do marketing basic marketing inside of just the platform, if you're wanting real robust marketing capability.
Which is more than norm nowadays with customized messaging where you know the journey that different people have been on where they visit on your website and what emails. They both and stuff like that.
And you wouldn't need to use par.or exact target or some third party tool like HubSpot
The list goes on and on. I use cartridge for my landing pages, my own marketing. So I don't use Salesforce for my own marketing. I use cartridge. So it's just
more reasonable priced Salesforce and their marketing cloud, and most of their solutions are more geared towards large enterprise businesses or medium sized businesses.
It's really overkill. A lot of times for small businesses. That's why you see Salesforce trying to come up with smaller types of solutions for the small business like Salesforce fundamentals or foundations, or I don't even remember what it's called. I'm not pay much attention to it. So,
Then Ashley's apart up fan. That's right. I remember seeing that on your profile. Awesome.
And some of these questions, I have to get to during the break. I'm like, Okay, I'm not sure what that one's about so
But keep them coming. That's all great. And if I don't get to everything live I'll follow up with you after the fact and send out communications to answer all that I can as well if we just get a ton of questions. So I just want to make sure that
I'm not overlooking anything so
Let's talk about leads, because this is something that took me quite some time to understand and something that there's no hard and fast rule as to where does marketing and sales begin as far as
In every business is different as far as making the handoff. And oftentimes marketing cells are done by the same group of people
And in other organizations, there's a dedicated marketing department and then dedicated cells. And you've probably experienced this. If you've ever
Done shopping for certain things you may interact with someone and then a certain point they hand you off to some specialist or whatever.
And let's get that scheduled for you. Let's get you into that new car. And here's someone so to take you on the rest of that journey or whatever. And that may be a good example would be if you're searching for.
Car, for example, online and you fill out a form online, oftentimes, you'll be reached out
By someone that's in the marketing department for car lot and then they schedule you for a time to sit down with somebody to discuss your needs further and that somebody may be someone different from the marketing department so
Where do these leads come from and in the real world leads are born many different ways. There can be inbound leads where people are reaching out to a company
And those flow into Salesforce, I can be through a web based form on the website. It can be through phone calls and you could be
Setting up a call center, for example, so that a good example is, as seen on tv. Now I have started to mention publicly, a little bit. I think I wrote a
LinkedIn article or post about how a decade ago, I was known for promoting the snidey the blanket with sleeves.
And that is a good example of it as seen on tv product is direct response. There's a phone number on the TV commercial, the intention is for you to pick up your phone and call an order over the phone, especially a decade ago.
Nowadays, especially in Salesforce land, there's not so much picking up the phone and processing order in Salesforce Salesforce is more geared towards
More protracted or longer life cycle as far as a sales processes, not so much business to consumer direct response marketing oftentimes it's it's more often.
Sales Process. There's more practice more. It's a longer sales process more complicated and requires these different stages. Along the way, in order to then eventually be closed in want
But these leads that come in to Salesforce most can be inbound through calls or emails or web based for it could be outbound where people are cold calling and this happens a lot in cells.
As far as they're calling on people and trying to garner new leads or maybe through some sort of campaign now campaign is
A good example would be, lets say PlayStation when they inevitably launch the PlayStation five I don't know when that might be
They will be launching a lot of campaigns around raising awareness attracting attention. That is all marketing those campaigns may encompass a lot of different channels now.
Don't think of a campaign as a specific channel for marketing different marketing channels may be that you buy billboards space and you buy airtime on TV, my bias Super Bowl ads you might buy radio, as you might do stuff newspapers, magazines,
Popular podcast. You may reach out to influencers on Instagram to get the word out, things like that. There's all these channels. And over time, those channels just grow and grow and grow and there's that's not going to stop. So, but with the campaign is
The end goal is to get the word out to attract attention. So you've seen, oftentimes, and I even asked this in my own Facebook group whenever you asked to get into my larger Facebook group. One of the questions is, how did you hear about me.
Because I want to know, did you hear about me via you to me or or Reddit or LinkedIn or YouTube and that helps drive my marketing efforts, or even my where I spend my majority of my time on social media.
Because there's so many different platforms and I can't be on all of them. So trying to figure out how to do better in that area.
And provide value and not just be sending out spam basically and but finding out where did you come from, how did you hear about me is helpful.
And that has to do with the lead qualification process and the nurturing of prospects and oftentimes if you weren't in we recently went to car max and bought a car.
And you know some of the first questions are what is your timeframe and what is your budget, they're wanting to know
How much do you have to put down. How much do you want your monthly payment be or are you paying cash, how soon are you looking to pull the trigger on this deal is this something where you're wanting to drive off the lot today.
Or is this three months from now. So this is all part of the qualification and nurturing. Those are some
Things that someone in the marketing department does to help kind of weed out the tire kickers and get to those that are
More serious and more ready to buy sooner rather than later. And then also, as well, those that may be three months out or six months out, or a year out, putting something in place so that they don't fall through the cracks as well.
And so then once they've qualified this person and see. Okay. This is a legitimate lead this person may actually do business with us.
Then there's what's known as the lead conversion process. And that's where marketing typically hands off this lead over to cells. And there's a lot that happens inside of Salesforce. When that occurs as well.
So, and what that is. I'm going to demonstrate this, because this is on the exam and how to configure this is on the exam.
And it's powerful, out of the box functionality and this is one of the reasons why Salesforce. One early on was because they really
Helped sales forces out there to really manage their sales processes. So I lead and when it is converted in the lead conversion process.
It is converted over into account a contact and opportunity. Now I've shown this before live. I want to just kind of reiterate how powerful this is
Is that you may have some lead come in through web based form or phone call or an email and then once you've qualified them you've taken them through the lead process. And much like with a sales process there's an underlying lead process and
We'll talk about these processes later when we come out of the break, which is coming up any minute now.
But these processes will help take these leads through the different status designations as far as not contacted yet or contact of working and then converted
Over into an account contact and opportunity. So on that lead you would have company.
That's converted into account, you would have the person's name that's converted into a contact all their information is carried over and then information related to the opportunity as well and all that populated and you can also map.
custom fields as well. So speaking of that,
There's this concept of
custom field mapping and I want to spend some time on this, and demonstrate this and Salesforce. So when we come out of the break.
I will be showing you how to set up the mapping of these custom fields.
So that if you have any custom fields on the lead object. Those are mapped over as well into account contact and or opportunity so that that data is not lost is carried over and stays with that lead once it becomes a contact account, an opportunity
And all that is very specific on the exam as well. So what we'll do is let me
Get ready for the break, and then during the break. I'll be looking at your questions as well. We're gonna take a 10 minute break and then we'll come out of the break with
Doing the custom to custom field mapping and then we'll kind of go from there. So let me get the countdown going and I'll see you in 10 and just any questions, just put them
Put them in the
Room in the chat or put them in the QA. Alright, so here we go let's see if this works. It's always a question of if
Alright, welcome back. So hopefully you had a good break. Let me close this.
Out of the way
Alright, so I answered a lot of questions during the break and type those up sent those out. So hopefully that's helpful and
Alright, so let's get back into it. So let's look at mapping custom fields for
The mapping for lead conversion. So
Alright, so if we go into setup. What we're gonna do is we're going to Object Manager. So going into setup via the gear icon and then set up.
And just clicking on Object Manager on the top there, the Object Manager tab.
And we want to go into the lead object. So for the lead conversion process to set up the field mapping, we go into the lead object.
And then we go to Filter, relationships, and then there's an additional button here that's not available on other objects, whenever you look at Phils relationships and that is called map lead fields.
I really want to draw attention to this because the question on the exam if there is one. I'm not saying there will be one, but there may be
And this is kind of confusing because during the lead conversion process. There's a lot of field mapping that happens automatically.
Across the standard fields as far as the name field for the league goes to the name field on the contact, for example, those are standard fields. And that's not so
You've got to manually configure. There are custom fields, however, that you can map over from the lead object over into the account the contact
And or the opportunity. Now, a few things. Of note are that typically in a real Salesforce instance an enterprise level instance, not these free developer accounts.
You would start off with a fresh enterprise account with no custom fields.
Salesforce provides some custom fields as an example in the free developer accounts under the use case of that you're working for a company that sells generators
So you notice on the lead side here. Some of the custom fields that are available. Our current generators number of locations primary product interest in si, si codes.
Now, these are all custom fields on the lead object. And the idea here is in the thing to keep in mind is for the lead field mapping you map custom fields on the lead to custom fields on the account contact or opportunity.
The reason that's important is because if you've entered in all this information on the lead record and then you convert it over into an account a contact and an opportunity
You don't want to lose that information, it was still technically be in the lead record and it will show a closed converted status, but those are kind of hidden and hard to get to and not very helpful for the sales people you want that data to carry over so
You can select in do this custom to custom field mapping via this mechanism but just remember that your field mapping you do for lead conversion is custom, custom
Is on the account contact and opportunity. So I'm looking to see what
custom fields are on the account object and see if there's anything that I can
Map or not doesn't look like it CONTACT, CONTACT fields has language level.
Opportunity, I think, has some apple feels so current generators. And so these are kind of just set up easily, because they have the same name, they could. You could map.
Fields with different names, but they just custom, custom fields. So there are custom fields on the opportunity that can be mapped. Let's see what else we have
Me. That's about it. So what we'll do is we'll map this one custom to custom field from lead current generators over to opportunity current generators will click Save.
And I'm going to find a lead object that has current generators filled in and we'll walk through the lead conversion process and they confirm on the opportunity that that field mapping did indeed work. So what I'm going to do is I'm going to go into the cells.
Or let's go to the marketing application actually some selecting marketing and I mentioned that campaigns and leads or to the primary
Objects that you'll deal with inside of this particular application and remember an application is a series of tabs and screens you need to keep in mind the primary purpose of that application. And here we have campaigns. So here we have leads. So on the leads
If I click on the leads tab. It defaults to the recently viewed list view. I'm going to change that to all open leads
And then pan that list view by clicking the little Thumbtack here to pin that list view.
And let me go ahead and adjust or edit this list view, to show the current generators field as well in the list here. So I'm going to select fields to display by clicking the gear icon in that is where I can select
Fields to display and then look for current generators. Click that click to move it over to fields to display.
It's at the bottom of the list. And I can move it higher up the list. So that'll move it more to the left as far as the columns go in the list view. I'm going to move it up a few just so that it's more readily visible and click Save screen refreshes
And yes, Daniel. That is the mapping that you can do for lead conversion process is custom, custom
And you may be asked on the test is a custom to standard our standard a custom or standard and custom the standard and custom it's custom to custom
There are standard. The standard mappings that happen automatically. But as far as what you as an administrator can configure and set up and need to set up would be custom to custom. It's kind of counterintuitive. It's confusing. This one kind of beating this quite a bit. So now we've got
I don't see
Okay, so here's my current generators column. There's all so you can sort these by
Clicking send or decent. It looks like all the opportunities have all selected.
Or all the leads have all selected for current generators. So this is a lead that has currently all the generators. Good for them.
So I'm going to click on Betty bear and I do encourage you to try and follow along and do this lead conversion in your own org. It doesn't matter which leads you select
Going to close this little pop up here about personalize your activities view.
Now, a couple of things to note on this lead I mentioned previously, the status designations. We've got open not contacted working contacted which is the current status for Betty bear
Closed not converted or closed converted. Someone was asking during the break.
What if someone doesn't turn into a cell.
Do they just sit out there as a lead or is there a way to close them as not converted answers yes you can do close not converted. If you decide you don't want to do business with this person, or they say they don't want to do business with you.
Or you can convert them. Now the status designations. This is like a journey that these leads go on and the end goal is to try to get them to close and convert
Over into contact opportunity and account way to convert them is to click the button for convert now mine. There's not enough screen real estate to show all the buttons and so you click the down arrow to select Convert to
launch into the lead conversion process. Now remember we did a custom to custom field mapping for all generators off of the lead record.
Now I did confirm before I went into the Betty bear record through the list view that she does have under current generators
All selected. Okay, so when we convert this we're going to see in the new opportunity that's created if all is specify for current generators there on that custom field.
So in during the lead conversion process. There's three areas of this. There's the account.
And we have the option of either creating a new account or choosing from an existing one by performing a search and we would click the button to the right, but I'm just going to create a new account.
I'm going to select the default. So I'm going to create a new contact record named Betty bear
And it's telling me as well that there's zero contact matches detected. Now I could choose an existing one. If I wanted, and I could choose someone else or create a new one.
But we want to create a new one through the conversion process instead
And you can click the arrow to toggle down to show you that this will give you the first and last name is. So this is a splitting up
The name in the name field of the lead, which is a singular field into the first part of it being the first name. Second part being the last name.
And you can expand this down and if people had three or four names. You could put a few in the first and a few in the last you even do a salutation.
If you so choose tread cautiously nowadays on salutations, you know i i got in trouble for saying hi guys I usually would start my videos that way. And it's like, hey, there's more in this world than just guys, it's like, thank you for that tip.
Anyway, so opportunity. I'm going to create a new opportunity. And this is where we're going to see whether that current generators custom to custom field mapping did work or not now.
Create a new opportunity is optional in the lead conversion process, you could select instead to not create an opportunity upon conversion, but I want to create opportunity. So I'm going to uncheck this
And that takes you back to the radio button being selected record owner is myself and the converted status of the lead will be closed converted. So I'm going to click Convert
Then we have our modal window window pop up with a flag on top of a mountain top like we've just crested Everest and we're Sir Edmund Hillary. I know these that joke before, but I'm gonna use it again.
But it is a very powerful function, we've just taken one record and we've turned it into three new records and we've ported over all of the information we had
On that lead, especially if we properly did our custom, custom field mapping, but the company name on the lead has converted over into the account name.
The phone number from the lead has been populated onto the account and onto the contact
And you notice here as well. These hyperlinks under the contact for baby bear. We have a link to the account.
This is the American banking corporate account. And so when we talk about object oriented principles and the relationships between objects.
You see that the contact has a relationship with the account Betty bear is associated with the American banking account.
And then her email address was ported over for the lead record as well. Those are standard fields that were mapped over to standard fields automatically. We didn't do those Salesforce, does that for us. Now the
Opportunity that we created, which was optional during the lead conversion process that has an association with the account as well and
So let's click on the opportunity and look at it and see if the field mapping did indeed work.
Now you notice a couple of things about an opportunity, and we're going to do more of a deep dive. But I want to kind of get you oriented on this.
Is that these Chevron's that go in a row. This is known as a path or with an opportunity, it's often referred to as a sales path.
These represent the different stages that this opportunity can go on and path is where it's a record that is going on a journey with a desired outcome of closed one
Now how do we find this custom field that we mapped to see if it work when I click on details and you can change and customize the default tab that comes up.
On these pages and just defaults. So has the default on the activity tab, but we click on the Details tab and
Current generators. Here's our custom field called current generators on opportunities which we mapped custom to custom lead field mapping and it did pick up and populate that data from the lead custom field over into the opportunity custom Phil thanks to our custom to custom mapping
Alright, so with that said, do you have any questions about lead field mapping and we're going to next go into an opportunity deep dive.
And there's a question from Nick related to, if this was a cell of a car to a consumer, would you still create
A contact and an account. So, maybe not. If you're doing business to consumer, you may not want to even deal with the lead conversion process.
I have seen this done several different ways. Some companies will
If you're just dealing with the individual and you don't care who they work for, and you're trying to sell to the individual instead of the company.
Some will do the lead conversion process and convert them over into a contact once they're qualified to try to do some sort of sales process with them.
And they will associate them with their own company, as far as if we're car Max, for example, and I don't know if car max does this or not but we were just in car max. I saw Salesforce to use Salesforce for
A lot of their stuff, which was kind of cool to see. And because they're asked me. Oh, what are you doing, why teach Salesforce and then they complain about their Salesforce instance. Someone help with it. But anyway.
But the point is that if a work car max or just fill in the blank dealership, you could say, okay, Mike Wheeler is a customer. It's a lead. We're going to convert him. He's now contact and we're going to associate him with the car, Max.
Account. Or maybe it's the car max Nashville account or car max cool springs.
Another approach would be this concept known as person accounts. Now we do get into person accounts later on in the course, and that is an idea of
Having a corresponding account record for person. It's known as person accounts. There's some limitations around that it's a little too deep dive for tonight, but you could look into doing personal accounts and that's a whole
Different process for lead conversion process there. So let me see what other questions we have
Is we're good question from Wayne about
Thirsty tonight. Wayne is saying, if I have a lead that becomes a contact on an account. So that'd be for the lead conversion process.
Then letter comes with a new opportunity. Do the contact and lead become a new lead customer opportunity. The later get merged. So do you then have to separate contacts.
That have separate activities or later records until they are merged. So typically once someone has done business with you.
Then they're not a lead anymore. You don't want to then be introducing a new lead that also has a corresponding contact record.
And you can actually done a lead conversion process. You can search on leads and contacts you also enable potential duplicates inside of Salesforce, so that will pop up potential duplicates that show up. So if someone is, for example, let's say,
I've been into car max a lot. I've done business.
And so I've already got a record inside of Salesforce for Mike Wheeler and for my wife and I may have some duplicate records so that they can be merged in an ideal scenario.
They would look me up, they would find my record and then they would just probably just qualify me
Right there in the dealership or on the phone or whatever but not enter a new lead for me. They would just create a new opportunity and hang that off with my contact record.
And that way you don't introduce duplicates. Now you could merge those later. There are ways of merging duplicates.
And you can determine between those duplicate records which values of these fields is the winner so across these multiple records up to three when you're merging.
Okay, I want to take the name from this record, I want to take the phone number from that record and the address from that record emerges all together. So typically, you want to avoid duplicates. All right.
And then menu is asking is the mapping, you just do to show the information to lead object into the opportunity object. Yes, my new and that is
Correct. And you can, in addition to how we mapped from the lead over to the opportunity. You can also, if you had custom fields that correspondent for account.
And contact there may have been something I just missed them that you can map also for accounting contact so you can pull data from the lead into custom fields on account contact and or opportunity. So all three.
In the Monique is asking, can elite be converted to a contact within a different account.
So you can work during the lead conversion process. You can either create a new contact account and we're opportunity or associated with an existing record so you can do a search and find. Okay. I want to associate this lead
With this existing contact that's already in the system. So you can do that. They may belong to different account and then you need to determine
Okay, do I need to change the account that this person belongs to. And you that may be after the lead conversion process you go in and change the account on the contact record.
And then what happens to lead. If you convert, does it disappeared. No, it's still in there is a closed converted lead and let me see if we can show that real quick. So if we go into leads
There's an option for
Let me, let me change this all that's all open leads to do to
We just do a new. We're going to do a new list view.
Hang on, hang on, hang on screwed that up. Clicking, clicking new from the list view controls from the gear icon, not the New button.
We can do this closed leads list view save and then we're going to try and do a filter or remove all filters and I'm going to, well, they all belong to me, so I'm just gonna leave the filter for my leads. I'm gonna add a filter. Let's see if I can do filled would be status.
Or lead status always get that confused as lead status equals
Closed converted done
So here are my clothes converted leads, they're still in there. But typically, you'd be working with the contact the account.
And the opportunity, you can still get to that information so that once you do convert if you missed a custom to custom field mapping, for example, then you could find that information later and fill it in manually. If you had to. Alright.
Alright, let's dive into opportunities because we're coming up against time I may go a little long here.
Checking my status here.
There was rumblings of a late movie night with the wife, but we're going to do a late dinner instead. So I think we're good to go. A little while so any who deep dive on opportunities and then I'll get two more questions keep them coming. So I assume you still can see my screen.
So let's look at opportunities. And let's think about what is an opportunity and an opportunity is an opportunity to do business with a company or an individual. And I'm just going to open up an opportunity and I believe this is the one that we just created with
Betty bear. Yes. So you notice I'm on the American banking Corp opportunity that we just looked at and created and under the related list. There's Related lists for contacts for contact roles.
And Betty bear is underneath that I wanted to confirm that this was indeed the correct opportunity.
Now these opportunities, as I mentioned, are an opportunity to do business with a company or an individual and typically involve to sell products and or services.
Now, there's a few things. Of note related to opportunities that are important to understand and I highlighted this sales path. Previously on a dive into this a little bit and show you some specifics around this.
But before I do, so I want to fill in a few more fields on the Details tab of opportunity. And then we're going to ratchet up the stage of the opportunity. I'm going to show you how that impacts probability
Positive closure of the opportunity. And so I say that Betty bears called up my company. She worked for American banking Corp.
And she has some million dollar deal that's in the works. And we're just prospecting right now. That's the current stage, but we have determined that this is potentially a seven figure deal. This is a million dollar deal
So I'm entering in a million dollars in the amount field. Now, a few things happen automatically when I do that one is the expected revenue.
fills in with $100,000 that's a little confusing as you're starting out, it's like well why is that
The reason the expected revenue only reflects a 10th of the amount of the total value of this potential opportunity.
Is because we're in what is known as the prospecting stage, which has an associated probability of 10%
Now there's an underlying sales process. And all this is customizable in Salesforce, the sales processes dictate the different stages.
That a deal can go through along this journey to an eventual closed one status. That's our hope our wish and as we progress upwards across these various stages which we can do here from the pic list.
And we can go from prospecting to qualification or needs analysis, for example. And then depending on what we select for the stage.
It ratchets up the probability as we get closer to the close one status to probability grows greater. We grow closer to more
more probable outcome. Now, a few things. Of note because this is confusing when you're starting out is that we've not going up to 20% probability because I've changed it to needs analysis.
The expected revenue reflects $200,000 so the way expected revenue works in this instance is a taste. The final anticipated amount which is a million dollars times the probability because we've now reached the needs analysis stage.
Now, in the real world over time as you have the sales processes in place and you work on hundreds or thousands
Of deals you start to get some statistics around what percentage of these deals that reached this stage, end up going to closed one status.
So for example, if we had five of these deals that all reached this stage, and we know historically from our past data that only one of these five is going to end up being closed and one
Then we want to have an expected revenue.
Be reflective of that so that our pipeline isn't saying, Oh, we're going to be making $5 million in this quarter. You notice the close date is March 31 of 2020 I think it defaults to the close date being the last day of this quarter. I'm not sure exactly
Has configured in the free developer accounts because, see, if you're trying to forecast out into the future. If you have five deals all worth a million dollars and all of them at the needs analysis stage.
If you know historically that you're only going to close 20% of these. You don't want your expected revenue in your forecast to be $5 million what be more realistic of a million dollars. So hopefully you close all five are you close to, but
Forecasting is an important piece of what Salesforce does well. And over time, the more data you get the tighter those predictions become and that's how companies can forecast well into the future, down to the
To $100 what they're anticipating to do. And there's always adjustments after the dust settles or whatever, that's how this works. Now, otherwise you can change the stage is through the sales path.
You can click one of these Chevron's in the path and then select Marcus current stage and then it updates and the toast message this thing here in the green
Displays stage changed successfully. Now you notice with to identify the decision makers that must have a probability of 60%
And then on down the path you go mark in the stage and as you get closer and closer to a closed one status, the probability grows greater because statistically speaking, there's going to be less and less things that can go wrong.
And of course, you can always get to the end and select closed and then it's like, Okay, is it closed one or is it closed last
And so if it's closed one, the probability is 100% they expected revenue is 100% if it's closed last expected revenue is zero percent and the, the expected revenue goes to zero. Alright so that is
HOW AN OPPORTUNITY works at a very high level and how the probability and the stages and they expected revenue and the amount all go hand in hand. Okay, so
Let's talk about the underlying process of all this. Okay, so I've mentioned lead processes and sales processes. So let's go into setup.
And we've looked at and you've noticed that those pads are in the lead object and and the opportunity object for the late. It was the different statuses and you select it open.
Not contacted or contacted working and then close converted or close not converted and then on the opportunity went from ID and went from needs analysis, all the way up to closed one
There's an underlying process that controls either those status designations of leads or these opportunity stages on opportunities. So if you search for process.
There are three primary processes and Salesforce that correspond with the three pillars of Salesforce, you see a theme developing here there's marketing, sales and service where you attract, retain and retain customers.
There's a corresponding process for each of these pillars of Salesforce. There's a lead process a sales process and a support process.
Now the lead process dictates the different statuses of lead sales process dictates the different stages and opportunity.
Now we've not set up any processes quite yet. And you will do that in this week's assignments, but I wanted to give you a high level.
Understanding of what's behind the scenes with these processes. So there's a nother layer of complexity with three objects, specifically with Salesforce and that would be leads opportunities.
And cases because those are the ones that correspond with the lead process, the sales process and the support process.
All right, looks like.
A lot of questions.
Why is Betty bear in the list wishing, not in the list. It's good question. Where'd you go betting
Maybe I screwed something up.
What did I do
Not say my list all open leads closed leads
I don't know why she's not in the list.
It's unfortunate. And let me just the filters and
Was because I converted her
Ought to troubleshoot that one. Good question.
Nick is asking if you have a B2B and B2C sales cycle business to business and business to consumer can you have two types of opportunities. Yes, you can. And that will be done through letter. Notice record types record type. So the different types are like adjectives to
Describe the object. So you could have different types of opportunities. So you could have one record type for be to be opportunities, one for me to see
Opportunities and then you could have underlying sales process. So you could even have different stages for B2B opportunities versus B2C
And see other questions. We just look through this
Monique is asking, could you adjust the probability based on certain feels like a certain industries are more likely to close the deal.
So you're looking for more dynamic probability you would have to do a custom field that you had to do a few things for that it would probably be a formula.
Underline that in then doing adjustments off of that. So you can do that, but not with the out of the box functionality you can customize the probability based on the stages.
So that this stage equals 35% this one equals 40% if you want to get more granular with based on industry as well for the account that the opportunity
folds into you probably do a formula field on the opportunity. Look, the account the industry of belongs to, or if there's industry on opportunity.
And then have some sort of trigger or process hanging off that to do in a custom field a custom probability filled and
That gets a little tricky because the probability and they expect to revenue, you probably want to shy away from the standard functionality and customize your own solution at that point, it gets a little tricky though.
And yes, the baby bear record should appear in my list. I'm not sure why it's not showing up on. I'm sure I'm forgetting something. And I think it's having to do with my filters, but I'll follow up and figure that out. So it's a big teddy bear mystery of
Making a note to self and I'll follow up with that star by so we'll have it. All right.
What's the benefit or difference of updating these the marketing app as opposed to the sales app.
So updating these. Okay. So I think what you're asking is. Is there any difference if I'm updated lead either
Marketing app or sells out. It doesn't matter. You're dealing with lead records where you're dealing with whatever the object is where the record is
An app is just a series of tabs and screens associated one way to get to a record.
And but typically people that work in marketing will be using the marketing application and you'll have working sales will be in the cells application, there is some overlap but you can do it from there. Or if you have access to both
And is our best practice to archive or delete after a period of time to save on storage space.
Good question, Jerry. And yes, there is. There's a an add on feature that Salesforce provides it costs extra money for archival purposes.
I have in the past, before they presented that I was tasked with archiving, a lot of old data. And there's a lot of different ways you can do that and
One way would be to export, for example, all opportunities. And I remember when I was tasked with doing this.
It was okay any opportunities that haven't been touched in a year. We just want to save in a spreadsheet and get them out of Salesforce and any leads that we've not touched any year
Get them out of that. I just wanted things from a year or two ago and everything else to be somewhere else and accessible. So I put all that data.
Inside of spreadsheets and linked him up for SharePoint or something like that. Some other systems because storage and Salesforce can be pretty cost prohibitive.
And there's kind of the MacGyver away a clergy way of doing it. But it worked. And it cleaned up their data and got an under their storage limits as well.
Because there was a lot of really old stale data. So some of that I did through just do an export of the Data Loader and doing what's known as a sophomore query. So, any last activity date greater than a year export those and then and then just delete them out of Salesforce.
Minute. You probably right on that. The reason that that and I didn't think of that. So the
It may be the bed is not appearing because
She should be appearing. I think, but the the status of clothes converted, I would think she would appear. But the question was, is wasn't because she was converted to an opportunity
Well, the lead closed. Okay, I see what you're saying. Yeah, I think I'm screwing this all up why. That's always fun. Let's just say she didn't close. She's not closed yet because there's not a closed one opportunity.
I'm not sure. So I'll just have to follow up on that just converted didn't close true
Technically it is. Uh huh. Yeah, we'll just have to follow up on it.
And then Nick is asking, as a close converted lead, will it be excluded for future marketing campaigns. So if you do convert a lead into a contact opportunity and account you can in campaigns either include leads and or contacts or just contacts or leads
But if it's a converted lead record in now contact. It's you can specifically choose he wants to include in a campaign so you, you can either include them or exclude them.
And yes, Baby Bear did become a contact curl, but they lead records should still be accessible some way inside of Salesforce. There's a lot of discussion around this.
Juries se. Is it true when you export, you don't get the metadata.
So for a data export like our Data Loader, for example, Jerry, or even the data backup feature the export feature they can do weekly inside of set of menu.
You can only get the records, not the metadata. That's the data about the data. If you want to export metadata, you used to be able to use the force com ID for that functionality.
Another way you can do that is through Salesforce dx does more than the developer types of things and not on the on the exam.
Daniel not able to see close leads and as least drop down reason you can't see that Daniel is I created that live that list food. I probably screwed something up. But the reason is because you haven't created it and then Diana saying, does the data type.
Does the daytime need to be the same in both objects when I mapped from the customer to customer in the lead conversion process. Can I map text with area, for example, going from text to text area.
Now, I think it has to be the same field time, you may be able to do from the lead, it'd be text. And then on the contact account or opportunity.
Be text area or you couldn't do without risk of data loss will be mapping from something that's longer to something that's shorter going from text area to text. I haven't tried it, though it may have to be the same exact
Type of field as far as the data type for that field. I haven't tried it out. So I would say that you would test that out and see
Alright. So with that, let's talk about assignments for this week and this week we will be doing. Let's see if I can show my
slide deck. Let's get back to our handy dandy slide deck while we close this out and then be looking at the slide deck in the Facebook group after the fact.
So assignments for this week would be the complete the sales, marketing application section in course to my lightning admin series that has runtime with two hours and 40 minutes
And then as time allows. Complete the accounts and contacts and lighting module in trailhead
Which I have all these links, not only in the slide deck, which will be in the Facebook group at who were done live here, but also in the curriculum spreadsheet.
And that has estimated completion time of 30 minutes and then as well. Complete the leads and opportunities.
enlightening module which has an estimated completion time of one hour and five minutes and then if you have any questions, beyond our time here together tonight. You can always reach out in the Facebook group can always email me at
Support at cloud Career Coach com so we're going to sign off now and I'll investigate the bear The Bear issue, and we'll follow up with that sometime in the coming days, and we'll see you next week, same time, same place. And until then I'll see you in the cloud.