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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Chapter 5

  1. How many Opportunities can you have on an Account?
  • There is no limit.
  1. What is the difference between Opportunity Stages and the Sales Path?
  • The Sales Path is a visual representation of the Opportunity Stages.
  1. How many Contact Role instances can be added to an Opportunity?
  • As many as needed.
  1. What happens to the Amount field on the Opportunity when you add Products?
  • It is overridden by the price of the products added.
  1. Who do you send Quotes to on an Opportunity?
  • The contact role or the client on the Opportunity.
  1. What are the two types of Closed stages on an Opportunity?
  • Closed Won and Closed Lost.
  1. What is included in the Best Case Forecast Category?
  • Amounts you are likely to close, Closed Won opportunities, and opportunities in the Commit category.
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