In this lecture, I show you how to assign a Data.com feature license to your user account. I then demonstrate how to locate Account and Contact records in Data.com and add them to your Salesforce account. We discuss how the Data.com Clean feature works and I introduce you to the Data.com Implementation guide. Finally, we schedule a Data.com Clean job to be run automatically in Salesforce to keep our records in sync and up to date.
Resources:
Data.com Implementation Guide - http://resources.docs.salesforce.com/208/21/en-us/sfdc/pdf/data_dot_com_clean_impl_guide.pdf
Data.com Clean Implementation Guide - https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/data_dot_com_clean_impl_guide.pdf
In this lecture we discuss the process and implications of implementing person accounts in your org.
Resources:
Person Account Comparisons - Pros and Cons (From Technical Library) - https://help.salesforce.com/articleView?id=account_person.htm&type=5#Person_Account_Model
Setting Up Person A...
In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.
Given a set of requirements, determine how to support different sales process scenarios.
Given a scenario, determine the relationsh...
In this lecture, we reorder the sequence of Stages on Opportunities as well as adjust the probabilities associated with Stages. We discuss how probabilities impact the Expected Revenue on your Opportunities, and in turn how that impacts your Forecast. We visualize your Pipeline through the Kan Ba...
