Sales and Marketing Applications

Manage leads, opportunities, campaigns, sales stages, and forecasting features (12% of exam).

Covers lead management processes including lead conversion and assignment rules. Includes opportunity management, sales stages, and forecasting. Also covers campaign management and tracking for marketing activities.
5 minutes 5 Questions

Sales and Marketing Applications in Salesforce represent a comprehensive suite of tools designed to streamline customer relationship management, enhance sales productivity, and optimize marketing efforts. These applications form the backbone of how organizations manage their revenue-generating acti…

Concepts covered: Lead Object and Fields, Lead Conversion Process, Lead Conversion Mapping, Lead Assignment Rules, Web-to-Lead Forms, Lead Qualification, Lead Auto-Response Rules, Opportunity Object and Fields, Opportunity Stages, Opportunity Products, Price Books, Products and Prices, Opportunity Contact Roles, Opportunity Team Members, Sales Path, Collaborative Forecasting, Forecast Categories, Forecast Types, Forecast Hierarchy, Campaign Object and Fields, Campaign Members, Campaign Hierarchy, Campaign Influence, Campaign ROI

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720 questions (total)