Sales Cloud

[SectionIntroduction]

[RCNotLoggedInNotAdmin][table id=14 /][/RCNotLoggedInNotAdmin]

[RCAdmin][table show_rows =all id=14 /]

[NextSection][/RCAdmin]

60 thoughts on “Sales Cloud”

  2. hi john, many thanks for the guide!

    just wanted to find out where in your guide i can find material on this?: “Given a scenario, identify when to apply the appropriate sales productivity features (e.g. big deal alerts, update reminders, similar opportunities, competitors (i saw that you have covered this), team selling)”

    thanks!

  3. Great resource! Question: In the key facts section of the “Describe the lead conversion process” objective, it states that “The lead is then flagged as converted which removes the record from search results, and the lead can no longer be viewed.” Is this specific to Salesforce Classic? I.e., isn’t the converted lead record searchable in Lightning?

  4. In the “Hands-on Training” video, the host clearly states that “leads” and “cases” are the only standard objects that can be included in queues. I believe this is outdated information.

  5. I work in a higher ed institution so the sales/marketing concepts are a bit foreign to me. I understand what Leads are and when they get converted, you get an Account, Contact and Opportunity records. What is an opportunity? When it’s an opportunity, does that mean there is some commitment to take part of a service or purchase a product? What is the order of the sales process? Where do campaigns/quotes/products fall into this process?

    Leads > Lead Conversion > Account, Contact, Opportunity > ???

    I’ve been through the videos and articles listed in this module, but it’s still not coming together for me. Thanks in advance.

    1. An opportunity represents the potential for a sale, a completed sale, or a lost sale. In education, a “sale” often represents an enrollment. A campaign is an event that leads to increasing enrollments. For example an open house might be a campaign – where you are tracking the attendees of that open house to see if they apply (convert lead to opportunity).

      Higher ed is a ‘fuzzier’ than a typical biz sales process, and can be implemented in a few different ways.

  6. Per the SF Study Guide, one of the exam objectives for Sales Cloud Application section is :

    “Given a scenario, identify how to automate lead management”

    John, can you shed any light on what is meant by “automate lead management” wrt to actual questions we might see on the Exam? I guess they are referring generically to web-to-lead and things like auto-responses and assignment rules ???

    I find the Salesforce Admin/201 Certification Study Guide objectives frustratingly vague.

    (Another unknown IMHO the SF Study Guide document is while there is NO specific mention of various SF licensing and Editions, I’ve heard here and elsewhere there are exam questions on that topic as well…)

  7. Hi John,

    An objective in the SF study guide for Sales Cloud Application is: ‘Given a scenario, identify when to apply the appropriate sales productivity features in both SF Classic and Lightning Experience’

    Do you have an material to help meet this objective?

    Alex

    1. Yep – lightning experience is addressed in the user interface section and sales cloud features are addressed in this section. I’ll double check to see if anything needs to be moved or added to this section to create parity between study guides.

  8. Hi John, could I use this as a basis to study for the Sales Cloud certification? Or can you suggest some other resources to help me with my study?

  9. Hi john,
    What is the relationship between (web-to-lead) and (queue members)?
    Is that many to many ?
    as i m thinking 1 lead can have many members associated with it , and 1 member can have multiple leads assigned to him…
    And if it is many to many then what is the junction object in there?

    Tejal.

  12. Hi John,
    in the assigning and selecting pricebook section, it states that products can be added to opportunities and quotes. In the misc resource section it only mentions adding products to opportunities.

    Am I correct in understanding that the product is added to a quote by default when creating the quote from the related list on the opportunity ?

    Thanks

  17. For question “Describe how to perform email marketing within Salesforce.com” may also consider mentioning MailChimp integration:
    Email Marketing Solutions for Salesforce.com
    [Should / Short / MailChimp.com]

  20. Hi,

    I am creating a fictional opportunity and adding products to it. I selected 5 products from a pricebook with discount applied, but an additional product is listed in the standard pricebook only. If I want to choose product from standard pricebook, it prompts that products from the “discount pricebook” will be removed in this opportunity record. How do i go about that? Can one opportunity be associated with only one price book?

    Thank you in advance.

    Matt

    1. Correct, one price book per opportunity. There is an idea in the works – definitely worth a vote: https://success.salesforce.com/ideaview?id=08730000000BpRfAAK. Also note the verbiage above when you choose select price book “Select a price book for this opportunity. You can add products only from a single price book. Changing a selected price book will delete all existing products from this opportunity.”.

      This can be done fairly easily with third party quoting tools (like Apttus CPQ).

  21. John, really happy to have found your site. It’s a great value. I was wondering if there is a possibility of you aggregating links to the exercises and scenarios for the course and listing them out. I’m thinking that the 2 or 3 days preceding the exam, it would be nice to redo each exercise and scenario in rapid succession. Seems like you do a quite lot already for this site so wouldn’t want this if it was a lot of work for you. Thanks.

    1. Hi MIke – a neat idea, but probably not something I would pursue short term. Site setup would take a bit of work, and this is something that you can get to (obviously with a few more clicks), so the time is probably better off spent improving the content. Thanks for the idea though!

  22. Hi John,

    Few days back , I have purchased this study guide and this is really awesome. Thanks for putting all the info in one place. I worked for Siebel CRM applications (Sales-Service & Mktg) for around 10 years and working on SFDC apps from the past 2 years. Along with ADM-201, I am planning to get sales cloud and service cloud certifications. Do you think , below approach is sufficient to complete Sales Cloud and Service cloud certification? Please let me know if any additional preparation required.
    1)Watch & Read all the info on sales cloud and service cloud pages on this CoD.com
    2)Do some practice on sales cloud and service cloud trail versions and explore the out of the box SFDC functionalities.
    3)Understand the questions in a logical way as you described one of your posting. (I feel that is more important point to pass the certifications..!!!)
    –Thanks

    1. Probably – you will need to explore the sales cloud material in more depth than what is listed here, but ultimately I think that is a solid approach. If you have premiere training, make sure to use that as well as the sales cloud materials there will help.

  26. Hi John,

    The following is a key fact from Define the capabilities of Products and Pricebooks section.

    //At least one price book must be active in order to add products to an opportunity or quote//

    I had two price books, Standard and Test. I de-activated both of them. Created a new opportunity and CAN add a product to the opportunity even though both both my price books are in-active. Am I missing something here? Please clarify.

    Thanks,
    Sai

    1. Hi John

      To add more, after adding an active price book to a product you can de-activate the price book in the price book tab. However that price book is still active in the product related list even after the price book is de-activated in the price book tab. We could add this product to an opportunity though the base price books are in-active, but active in the product itself. Some clarity on this would help.

      1. To add products to an opportunity, the opportunity needs to be associated to a price book.

        To associate a price book to an opportunity, the price book has to be active (at the time of association).

        Therefore if you associate an opp to an active price book, then deactivate the price book, it wouldn’t surprise me that you could add additional products. Does that clarify?

  28. Hi John,

    I recently took ADM 201 exam, but did not pass though. Your guide is very helpful that I could at least understand what is being asked in the exam(I am new to Salesforce). I am planning to attempt it one more time by preparing with more caution.
    I got a question in exam like this:
    The leads coming from different countries should receive different email responses (select one answer). In options, 2 were obvious wrong answers, but the other 2 were:
    1. Create assignment rules and attach separate email templates.
    2. Create auto-response rules and attach separate email templates.
    What could be the answer? I know that auto response is for sending specific emails to different categories of leads, but assignment rules are used to direct leads coming from different places to their respective queues and also assignment rules have an option to attach email templates. I got confused! Please clarify. Thank you

    1. Anusha,

      I believe the answer is #2. Please see below what Auto Response rules can do. I have pasted this from the key facts from section above. Auto response rule not only sends specific e-mails to different lead categories but can determine which e-mail template to send. Hope this helps!

      //Lead auto-response rules determine which email template is sent in reply to a web-to-lead form submission (assuming the standard email field is captured).//

    2. Bummer Anusha. Congrats on making the effort and having tenacity – you’ll get there! I hear from plenty of people that fail on their first attempt and don’t understand why – hopefully this site can help point you in the right direction.

      I believe the correct answer in this case would be auto-response rules. The lead assignment rule would only manage the lead owner, while the auto response rule would select the email template that is sent to the prospect.

      The question is asking how you would configure different email responses (auto response rules) – not how to assign/route leads based on country to a specific user or queue (assignment rules).

      Hope that helps!

      1. Thank you John! Yes this site is a big help, otherwise it is hard to find proper material for ADM 201 certification anywhere else, and enrolling in Salesforce certification training program is out of question. I was pretty confident about cracking the exam. But after I am done with it, I understood that I am only half good in it 🙂 Everything that is listed in the sections, whether it is Must/Should/Could are all worth a ‘MUST’. Especially while answering multi-select answers, one answer was a sure shot, but unable to decide on another one. Anyways, I will give it another try. Thanks again.

Leave a Reply