==================Google Text File ======================
1.Dont forget to see "Welcome Mail" before starting anything.
2.Please copy the content from this document ASAP.As after few days the content
will be removed.
3.Daily class content u will get in this document only.
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=======19 May =========
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Today's Agenda: Sales Cloud Features In Salesforce Projects - Level 2
========== Today's Video ==========
Part 1 : https://youtu.be/SmlUiOWQoEM
Part 2 : https://youtu.be/2XqD6RHNOnQ
=========Assignment=========
====
(web to lead)
====
Intelogik's Project Problems ::
1.You are hired by Nokia to change the working process of the company which is
using Salesforce to run the business.
2.They are using Dotnet website.
And they are taking enquiries from leads coming on the website on one excel file.
Then manually entering to Salesforce Lead object.
3.They want this process to be automated and leads to come directly into Salesforce
system.
4.They want this to happen only for India country leads.
5.Once form is filled, then want you to redirect them on the page where Nokia news
are given :
https://www.nokia.com/about-us/news-and-events/
6.As soon as record is created in Lead object, then want automatic mail to the
lead.
(for this u can use any existing template in your org, as we will see this Template
topic later)
7.Provide the solution. And also test the same by using your family member's email
ID.
8.Ensure, lead is created in Salesforce environment under Lead tab.
9.Ensure, you are getting automated email as well, as planned above.
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(Lead Auto Response Rule)
====
Intelogik's Project Problems ::
1.You are hired by LG to change the working process of the company which is using
Salesforce.
You have to use Lead management features that you know, to enhance their business
process on Salesforce.
2.LG wants to focus more on "Energy" industry based leads. So they have appointed
Tom as lead management specialist in the company.
3.Management asked you to create Tom user.
(see details below about steps to create new user)
4.Any lead is coming from "Energy" industry, make the owner to Tom.
5.Test by creating non "Energy" domain leads and ensure the record owner is not
Tom.
6.Business found that, somehow some users are not able to remember to check the
checkbox present on the record page "Assign using active assignment rule" and
things are not working fine. They want you to keep the checkbox checked. Do the
needful.
(Hint: Page layout)
7.LG launched a page on its Dotnet website to enable inquiry by buyers. But they
want the inquiry details to come directly into Salesforce from Dotnet. Enable the
web to lead feature. (do this step after learning Web to Learn)
Test the same.
8.Ensure Web to lead is also supporting Lead assignment rule. (do this step after
learning Web to Learn)
So ensure any inquiry coming on website where lead is from "Energy" market, getting
mapped to Tom.
========= Today's Notes ===========
More Benefits of LARR for real time projects :
--This process is used to give quick acknowledgment to client
--Sometimes due to delay in response to client, lead can be lost
--LARR will help to send mail as per condition / as per client type / as per
country
--One company = 1 active LARR
--One active LARR = 3000 entries (3000 types of response we can give)
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=======18 May =========
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Today's Agenda: Sales Cloud Features In Salesforce Projects - Level 1
========== Today's Video ==========
https://youtu.be/D6x8yY-4d94
=========Assignment=========
====
(lead conversion rule)
====
1.You are hired by Toyota for increasing their sale,
by using Salesforce features. But they don't know how to use those objects and you
have to guide them by entering initial 2-3 records on their behalf.
2.Toyota conducted an exhibition near the airport in Newyork. 1 Jan to 10 Jan.
Almost 10000 people impacted. 70% is expected Response. Estimated expenses were
1000 USD, but actual is 1200 USD.
(keep other info blank)
Enter this info in Salesforce in a suitable object.
3.From this campaign, many people contacted the company.
But you have to work on this below person's data:
FN: Bill
LN: Gates
Company : Microsoft
Industry : Technology
Title : Director
Lead Status : Open not contacted
Rating : Hot
No. of Employees : 15000
(keep other info blank)
Enter this info in Salesforce in a suitable object.
4.After some persuasion, Bill got ready to give a business deal.
100 Toyota fortuner.
Follow the lead conversion process.
(ensure; Account, Contact, Opportunity records are created)
5.From this campaign another person who contacted the company is mentioned below :
FN: John
LN: Matthew
Company : Oracle
Industry : Technology
Title : CTO
Lead Status : Open not contacted
Rating : Hot
No. of Employees : 10000
(keep other info blank)
Enter this info in Salesforce in a suitable object.
6.After some persuasion, John got ready to give a business deal.But he is not clear
about order, which quantity and which vehicle.He will tell us after 1 month.So
follow lead conversion process with appropriate setting.
(observe, no Opportunity record is created)
==========
==========
How to create another user, Tom:
(no need to understand anything from this video. Just follow steps. Nothing else!
We will learn this topic in depth in future!!!)
User creation topic (See from around 10 min) : https://youtu.be/SX81_jpn-Lg
(this is old video. use it as of now. anyways, this topic we will see in LIVE in
future)
Additional optional info:
A.dont focus/see anything else in that video -- we will learn those things later
B.Use "Salesforce" license only while creating user Tom as per that, DONT USE
"Salesforce Platform" (even though in that video Salesforce platform is used).
(Note: Any other default users u can see while working on Tom = pls neglect them)
========= Today's Notes ===========
Lead conversion:
--Generally we have to manually copy data from lead object to Account, Contact,
Oppty object as soon as lead is going to be confirmed customer.
--Salesforce provides this feature with automation.
It's called as "Lead Conversion".
BIGGEST benefit : Time saving process
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=======17 May =========
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Today's Agenda: Standard Features In Salesforce Projects - Level 2
========== Today's Video ==========
https://youtu.be/y3C2dGQ4yl0
=========Assignment=========
Explain in 2 lines, in your own words, the significance of the below Standard
objects :
1.Campaign
2.Lead
3.Account
4.Contact
5.Opportunity
6.Quote
7.Contract
========= Today's Notes ===========
Nothing...
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=======16 May =========
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Today's Agenda: Standard Features In Salesforce Projects - Level 1
========== Today's Video ==========
https://youtu.be/SEKJ7QsP1C8
How SF helps in CRM segment? - Video (old session video of mine)
https://drive.google.com/file/d/1aiqcHMUpM09K8QI7GOm5g1wjrKvGBEi1/view?usp=sharing
========= Today's Notes ===========
Standard Business Process in SF:
To ensure customers can get started with SF platform, right from day 1, SF provided
many features in Salesforce's standard apps by which end users can start working
easily. (ref : demo session)
And for that, we have many standard apps, standard objects, standard fields,
standard business process, standard automation etc which are considered as the
standard features in the Salesforce market.
--u must know all / imp things for exam / interview.
