This course is part 2 of my new Salesforce Certified Administrator series, recorded in Salesforce Lightning.
This course covers the following Knowledge Areas of the Exam Guide:
Standard and Custom Objects
Sales and Marketing Applications
I also have a Salesforce Practice Test Course with three timed practice tests available here - https://www.udemy.com/course/salesforce-administrator-practice-tests/?referralCode=37E3A93A0D1EB76413C3
In this lesson, I provide an overview of Leads in Salesforce.
There are three primary processes that Salesforce supports:
- Lead Process
- Sales Process
- Support Process
In this lesson we dive into the first primary process - Leads Process. This process determines the different Status designations for Leads, which allows you to facilitate multiple process...
In this lesson, we create Record Types for the Lead object. We use these Lead Record Types in conjunction with your Lead Processes.
One of the advantages of introducing Lead Processes and multiple Record Types on the Lead object is that we can have different Status designations for leads by record type. In this lesson, we walk through creating new Lead Status Picklist values in order to round out that introduction of new Lead...
I cover how to show or hide picklist values by Record Type.
In this introductory lesson, I prepare you for what we will cover in this section of the course - Campaign Management.
In this lesson, we set up a Path on the Campaign object to track the progress of a campaign. Once the path is created, we next need to add it to the Lightning Page via the Lightning App Builder, which is also demonstrated in this lesson.
In this lesson, I demonstrate how you can add members to a campaign in Salesforce. You will typically add either Leads or Contacts (or both) to a Campaign. These Leads and Contacts are considered Campaign Members as they are added to a Campaign.
The Lead Conversion Process is where Marketing hands leads over to Sales. During this process a Lead is converted into a Contact, Account and/or an Opportunity. That's up to three new records created from a single Lead record. I demonstrate how to not only convert leads into those three different...
In this lesson, I walk you through how to capture leads from a website via the Web-to-Lead functionality on the Salesforce platform. The Web-to-Lead process generates basic HTML for a web-based form that can be either further styled or eventually embedded into a website.
In this lesson, we look at Campaign Hierarchy and how to set them up and adjust multiple Campaigns into a hierarchy.
In this lesson we discuss the primary sales components of typical Salesforce applications.
Once you have set up Sales Processes, you will find that you can vary the Stages on Opportunities by Sales Process. This enables you to configure and customize Salesforce to support multiple Sales Processes, which is very powerful and is typically leveraged in most Sales Cloud instances that are ...
Once you have created Sales Processes and customized the available Stages for Opportunities by Sales Process, you can now create Opportunity Record Types. You will associate each Record Type with a corresponding Sales Process. It's typically helpful to name the corresponding Sales Process and Opp...
We assign page layouts by Record Type and Profile. We also discuss the setting and implications of the Default Record Type that is set for each Profile.
Resources:
Record Type Access in Salesforce - Master Record Type Explained - https://youtu.be/GKu2J2Ij1NE
Mike Wheeler Media Youtube Channel - ...
In this lesson, we add a Path to the Opportunity object and then include it on the page layout.
In this lesson we compare and contrast the functionality provided by a Sales Process vs. a Path.
We are now ready to cover how to add products to an opportunity.
Resource:
Manage Products - https://help.salesforce.com/articleView?id=products_landing_page.htm
Price books track the prices of products and services that your company offers to customers.
The standard price book is the master list of all your products and their default standard prices. Salesforce creates the standard price book when you start creating product records. It includes all your...
In this lesson we discuss the core differences between the Sales Price and List Price on an Opportunity Product.
Resource:
Knowledge Article - Difference between Sales Price and List Price - https://help.salesforce.com/articleView?id=000315315&type=1&mode=1
For product scheduling, a quantity schedule determines when a product is delivered. A revenue schedule determined when a product is paid for. In this lesson we discuss how to set both Revenue and Quantity scheduling on an Opportunity Product in Salesforce.
Resource:
Product Schedules - https://h...
Now that we have set up product scheduling we now explore how to add those scheduled products to an opportunity.
Let's be honest. There are too many different tools for managing content in Salesforce. There's Files. There's Salesforce CRM Content. There's Salesforce Knowledge. There's Salesforce Documents. And not to be left out - there's also Attachments to take into consideration. In this lesson we discus...
In this lesson, we look at a Salesforce Classic only feature - Similar Opportunities.
