How to create a lead II

Titles

For information on how to convert a lead, click here.

Leads: Home ~ salesforce.com - Developer Edition

Lead Edit: New Lead ~ salesforce.com - Developer Edition

Lead Edit: New Lead ~ salesforce.com - Developer Edition

Lead Edit: New Lead ~ salesforce.com - Developer Edition

Zoom

How do I delete a lead?

Select Leads tab

Select Create New Lead

1. Select Create
2. Select Lead

 

 

How do I convert a lead?

Locate Lead

To convert a lead into an account, contact, opportunity, etc., begin by locating the lead and loading the lead details.

Convert

From the lead details screen, click the Convert button.

Fill in Conversion Information

Fill in the necessary information for the lead conversion.

Finish Conversion

After you finish filling in the lead conversion information click Convert.

How do I create a lead?

Create Lead (This is a demo)

You can create a new lead by doing one of the following:
1) Use the global Create New menu.
2) Use the Quick Create sidebar item while viewing the Leads tab.
3) Click the New button next to the Recent Leads section of the Leads tab.

Fill in Lead Information

Fill in the details for the lead.

Save

When you have finished entering the details for the lead, click the Save button.

How do I set a reminder?

Select Setup

Set Reminder Preferences

Select My Personal Information (1) > Reminders (2).
Set your reminder preferences (3).

Test Reminders

Select Preview Reminder Alert to test your reminders. You should see the reminder pop-up displayed. If you cannot see the reminder pop-up then your pop-up blocker maybe preventing your Salesforce reminders from displaying properly.

Select Save

Set Time Zone and Save

How do I set my time zone?

Select Setup

Select Personal Information

Select My Personal Information (1) and then Personal Information (2).

Check and Edit

Check your Time Zone setting. If it isn't correct then select Edit.

Set Time Zone and Save

Scroll to the bottom of the page, select your Time Zone and select Save.

What is Solutions

Creating Solutions

Available in: Salesforce Classic

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

You can create a new solution in the following ways:

• Create a new solution from the sidebar or Solutions tab:
  1. Select Solution from the Create New drop-down list in the sidebar, or click New next to Recent Solutions on the solutions home page.
     If multilingual solutions is enabled for your organization, you can create a translated solution by clicking New on the Translated Solutions related list of the master solution you want to translate. Translated solutions inherit the record type of the master solution from which they are translated. You cannot change the record type of translated solutions.
  2. If multilingual solutions is enabled for your organization, select the language for the solution from the Language picklist.
     The languages available are the languages supported by Salesforce. The Language picklist excludes languages already used in the master solution or in other translated solutions associated with the master solution.
  3. Enter the solution title, details, and any other information.
      
     Note :
              In solution searches, if any search terms match words in a solution title, the solution is boosted in the search results. Thus, it's a good idea to write a solution title with relevant words that users are likely to use in searches.
     If HTML Solutions is enabled for your organization, you can enter solution details in an HTML editor. The HTML editor allows you to use a toolbar to insert images and format the text and paragraphs in your solution.
  4. If Spell Checker is enabled for your organization, click Check Spelling to spell-check the solution. Spell Checker only checks the details of a solution, not the title.
     For organizations with multilingual solutions, spelling is checked in the language you selected from the Language picklist. Spell Checker does not support all the languages that Salesforce supports. For example, Spell Checker doesn’t support Thai, Russian, and double-byte languages, such as Japanese, Korean, or Chinese.
  5. Click Save.
  Note

          Images in HTML solution details will not show up in list views and reports.
• Create a new solution while closing a case:
  1. Choose Close Case on a case detail page, or click Save & Close while editing a case.
  2. Enter the title and details under Solution Information, and check Submit to knowledge base to submit the solution for review by your solution managers.
  3. Click Save.

what is Cases

Cases :

A case is a customer’s question or feedback. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.

Available in both: Salesforce Classic and Lightning Experience

Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Your administrator can set up communication channels to gather cases from customers’ preferred forms of contact. Channels include Communities for online forums, Email-to-Case for emails, Web-to-Case for websites, Salesforce Call Center for phone calls, and more. Some channels aren’t available for Lightning Experience.

From the Cases home page, you can create, locate, and edit cases and also sort and filter cases and queues using standard and custom list views.

what is Forecast

Forecast

Predict sales revenue and quantities from your opportunity pipeline, and incorporate product families, opportunity splits, and custom opportunity currency fields if needed. Forecasts can include adjustments made by forecast managers to their immediate subordinates' forecasts as well as adjustments made by forecast users to their own forecast amounts.

Your administrator can enable up to 4 different types of forecasts for your organization simultaneously. For example, you might want to forecast on revenue from opportunities as well as quantities by product family. You can switch between forecast types by clicking the forecast name and choosing another forecast from the pop-up menu. Each type of forecast stores its own separate quota and adjustment data.

 

Users can view forecast amounts and their related opportunities by forecast rollup for an individual or for everyone below them in the forecast hierarchy. For example, they can see the July Best Case forecast for all the sales managers who report to them, all the sales reps who report to any one of their managers, or just one individual. Users can also adjust their own forecasts and the forecasts of subordinates one level beneath them. The user interface makes it simple to conduct status calls with an opportunity team because users can move around it with ease.

Use the flexibility of Collaborative Forecasts to perform many tasks.

• Select and view forecasts using an interactive, expandable table.
• See forecast summary information for single months or quarters, and a multi-month or quarter range, for each forecast rollup.
• If your organization uses product families, see forecast summaries for each product family.
• If your organization uses opportunity splits, see the split percentages and the split amounts that contribute to each forecast.
• View and use the list of opportunities related to each forecast amount you select. Access opportunity details directly from this list.
• Hover and click on a column boundary and adjust the width to view data more easily.
• Make adjustments, and view adjustment details, such as the original forecast amount and who made the adjustment. If you have more than one type of forecast enabled, each forecast type maintains its own separate adjustments.
• If you’re a forecast manager, move up and down through the forecasts hierarchy easily.
• View revenue- or quantity-based forecasts.
• View forecasts in multiple currencies.
• View quota information on each user’s forecast page. If your organization has more than one type of forecast enabled, each forecast type maintains its own separate quota information.
• Use Collaborative Forecasts reports.
• Include the opportunities of your partner portal users in your forecasts.

What is Opportunity

Opportunity is any potential revenue generated event

create an opportunity

Locate Contact

Locate the contact you would like to create an opportunity for and click on it in order to view details.

Create Opportunity

Click on the New Opportunity button to create a new opportunity for the account associated with the contact.

Fill in Opportunity details

Fill in the Opportunity details.

Save

Click Save when you have finished filling in all of the details.

The Result

You now have a new Opportunity for the account.

What is Campaign?

Marketing Campaign

Marketing Campaign, In Salesforce CRM, Marketing management is one of the key functionality to get more business. As part of standard of functionality, Salesforce providing Campaign custom object to track campaigns and this object has properties like Name, Active, Type, Status, Start date, end date, Expected Revenue, Budget and we can add more properties based on our needs.

All of us know about this term as this is the starting step to get success in your business, not only in business, if you see politics, Campaign is the first step to promote their party/Candidate.

 

Nowadays, each and every company (small/medium/large/ Extra Large) is conducting campaigns to achieve their goals in business. The main purpose of this campaign is to get more leads. If you get more leads, you may get more business. Leads may come from many ways, through campaigns, through referrals, through online etc… You can easily promote your product using this.

 

There are different type of campaigns like public meetings, TV advertisements, online advertisements, Banners advertisements, phone advertisements (call/message), and email advertisements. The purpose of each and every type to promote business, to get leads and to get more profits. How companies will target to promote their products/services? Companies target existing customers, new customers, Existing leads and new leads.

Is every one can create Campaigns? No, the users having “marketing user” permission enabled at user level and based on their profile permissions users can create, edit or delete.

To enable user permission login to your Salesforce org, go to user detail page and enable “Marketing user” permission. See the below image for reference.

What is Lead?

What is Lead?

We can define Leads in many ways. It is a potential customer/potential Sales contact/potential Sales opportunity. It may be an individual or a company that shows interest on your products/goods/services.

How leads are generate? Leads are generated in many ways like from existing customer, referrals, through web, through online advertisements, TV advertisements, online advertisements, Campaigns and directs customers. Sales reps will follow up with leads and they convert lead as an opportunity. To convert lead as an opportunity some criteria is required based on company.

Salesforce CRM has applications like Marketing, Sales & Service application. Lead Management is one of the key functionality to improve business. As part of marketing cloud Campaign Management & Lead Management functionalities help customers to get more leads and to get more sales. Lead is one of the standard object provided by Salesforce and this object having attributes like Name, Industry, Status, Owner, Campaign, Company, Address and Annual Revenue.

Lead status will change based on their interest. Status like Open-Not Contacted, Working-Contacted, Closed-Converted and Closed-not converted and also customers can create their own status based on their needs.

What will happen after conversion? Once lead is eligible for conversion, we can convert lead as an opportunity. After conversion account, contact and opportunity are created. If the account & contact are existed, only opportunity will create.

What is contact in Salesforce?

What is Contact? | Salesforce Contact

What is contact in Salesforce? Contact in Salesforce represents the individual people associated with business account in your organization.

Salesforce CRM provides Contact Management as part of salesforce.com standard functionality, on top of that customers can customize their own functionality. This objects has attributes like FirstName, LastName, AccountId, AssistantName, AssistantPhone¸Birthdate, CanAllowPortalSelfReg, CleanStatus, ConnectionReceivedId, ConnectionSentId, Department, Description, Email, Fax, HomePhone, LeadSource, MailingAddress, MobilePhone, Name, OtherAddress, etc…

To create contact in Salesforce login to your Salesforce account and click on contact tab, click on new button and enter required details & save contact.

What is Account in Salesforce|

Salesforce Account

What is Salesforce Account? Account represents an individual customer account, organization or partner involved with business.

As part of standard functionality Salesforce.com provides Account objects in Salesforce which stores all account details related your business like Customers and Competitors.  This object has properties (fields) like AccountNumber, AccountSource, AnnualRevenue, Name, BillingAddress, BillingCity, BillingCountry, BillingCountryCode, BillingLatitude, BillingLongitude, BillingPostalCode, BillingState, BillingStateCode, BillingStreet, Description, Industry, IsCustomerPortal, IsPartner, IsPersonAccount, NumberOfEmployees, Phone, ShippingAddress, ShippingCity, ShippingCountry, ShippingCountryCode, Site etc…

How to create Simple test Salesforce Account? To create Account login to your Salesforce, Click on Account tab and click on new button & enter required fields and Save.

 

 

What is Person Account?

 Person accounts are used store information about individual consumers. By default Salesforce accounts are business accounts which stores companies/organization information. Personal account are different  compared to Business accounts in salesforce. Person accounts don’t have contacts. Person account acts contact. It stores first name, last name and other details.

How to enable Person Account? To enable person account Raise a support case with Salesforce.com.

What is the relationship between account & Contact? Actual relationship between account & contact is Master detail relationship. But from the UI it shows look up relationship look & feel. If you delete account, its associated  contacts will be deleted. It shows it is master detail relationship.

Difference between salesforce.com and force.com

Difference between salesforce.com and force.com

salesforce.com
- Provides only basic CRM App's and standard objects.
- It is providing Application as a Service (SAAS).
- Which had build on Force.com Platform.
- It is like an application on Force.com platform.

Force.com 
- Provides Platform to develop VF pages and Apex Programming.
- It is three times lesser license cost when compared to salesforce.com.
- We can develop applications by using only force.com with three times lesser speed without using    salesforce.com.

Licences

Licence in salesforce will tell about basic set of permissions that are given to the user in salesforce environment.

Salesforce offers these license types.

• Standard User Licenses
• Chatter User Licenses
• Communities User Licenses
• Service Cloud Portal User Licenses
• Sites and Site.com User Licenses
• Authenticated Website User Licenses

Editions

Editions in the salesforce Speaks about the set of features which are provided by the Salesforce to your organization.
Sales cloud and Service Cloud.

Sales cloud

Group	Professional	Enterprise	Unlimited
Basic sales & marketing for up to 5 users US$25 / user / month* (billed annually) Account and contact management Opportunity tracking Lead scoring, routing, and assignment Task and event tracking Customisable reports and standard dashboards Mobile access, customisation, and administration Chatter — company social network Outlook Side Panel and sync Case management	Complete CRM for any size team US$65 / user / month* (billed annually) Get all Group features PLUS Campaigns Customisable dashboards Collaborative forecasts Products, quotes, and orders Mass email Role permissions Salesforce® Engage**	MOST POPULAR Deeply customisable CRM for your business US$125 / user / month* (billed annually) Get all Professional features PLUS Workflow and approval automation Report history tracking Enterprise territory management Profiles and page layouts Custom app development Integration via web service API Salesforce Identity Salesforce Private AppExchange	Unlimited CRM power and support US$250 / user / month* (billed annually) Get all Enterprise features PLUS Unlimited customisations Unlimited custom apps Multiple sandboxes Additional data storage 24/7 toll-free support Access to 100+ admin services Unlimited online training

Service Cloud

Performance Edition
US$300 / user / month* (billed annually)	Fully integrated sales and service platform, including all Unlimited features PLUS
	Single console view for Inside Sales Access to new contacts and accounts Auto data cleansing Goals, coaching, and rewards for teams	Integrated knowledge base Live web chat Additional sandboxes Additional data storage