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, design an end-to-end sales process from lead to opportunity to quote to close to order.
Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
Given a scenario, identify an appropriate approach when designing the lead conversion process.
Describe the implementation considerations when designing a sales process. (validation rules, process builder, automation, record types, page layouts, workflow, Visualflow and triggers).
Given a scenario, determine when it is appropriate to include custom application development or a third-party application.
Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting.
Explain the capabilities and use cases for Enterprise territory management.
Explain the capabilities, use cases and design considerations when implementing Orders.
Explain the capabilities, use cases and design considerations of Salesforce1 pertinent to the sales process.
In this lecture we discuss what is involved in designing an end-to-end sales process in the Salesforce platform.
In this lecture we discuss the front end of the Sales lifecycle in Salesforce, which involves Leads.
We look at Lead Processes and how they control the different Status selections available on Leads.
