In this lesson, we look at one of the core fundamental functions that Salesforce excels in: processes. We discuss the primary process for each of Marketing (Lead Process), Sales (Sales Process) and Service (Support Process).

As we are initially working through creating our utility type applications here in this module, one of the main applications we will be building is a Job Opportunity and Recruiter Management Application. Some of the assumed common scenarios in which we will be using the Job Opportunity and Recruiter Management Application would be in working through the process of attracting, attaining and retaining jobs and/or freelance projects as a Salesforce Professional.

To accommodate this pursuit, the Job Opportunity and Recruiter Management Application will be leveraged to first qualify job and project leads. As those leads are qualified, we will next take them through the Lead Conversion Process, where we create a corresponding job or project Contact, Opportunity and Account. Once a job or project is landed, if any issues arise that need to be resolved, we will be creating Job or Project Cases.

In this lesson, we create the following:

Lead Processes

Job Lead – typically any employment opportunity

Project Lead – typically any freelance project

Sales Processes

Job Opportunity

Project Opportunity

Support Processes

Job Case

Project Case