In this lecture we look at the Marketing app, and its associated tabs for Campaigns and Leads. We revisit the Lead Conversion process and also add a new Status designation for lead records. We convert a lead into a new Contact, Account and Opportunity. We also go into a Campaign and add new Campaign Members.
Resource:
Campaign Implementation Guide - https://resources.docs.salesforce.com/208/latest/en-us/sfdc/pdf/salesforce_campaign_implementation_guide.pdf
In this lecture, we set up basic Lead Scoring functionality in our org. We also look into some of the newer functionality that Salesforce is extending (for an additional price) via Salesforce Einstein for the Sales Cloud, and the Einstein Lead Scoring functionality.
Resource:
Setting Up Einstein...
In this lecture we manage lead data quality by creating validation rules on leads.
Resource:
Lead Validation Rule Based on Lead Status - https://org62.my.salesforce.com/?ec=302&startURL=%2FkA030000000PL4S
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.
Identify use cases and design considerations for social accounts and contacts.
Explain how the ownership of account and contact re...
