Saturday, September 9, 2017

What is Sales Cloud in SalesForce?

Sales Cloud helps you to build a strong relationship with customers and gain better visibility into sales and close more deals whether you are in the office or road.

Objects available in sales cloud:-

   * Campaigns

   * Leads

   * Contacts

   * Accounts

   * Opportunities

   * Products
   
   * PriceBooks

   * Quotes

   * Activities

Campaigns:-

 A Campaign is said to be
 Any marketing project that should plan, Manage and track in SalesForce.

Leads:-

A Lead is any person, Organization or company that may be interested in our products. Sometimes leads are referred to as prospects  or suspects  

Contacts:-

Contacts are the people associated with our business accounts that should track in SalesForce.

Accounts:-

An account represents a company or department with in the company with which our organization is planning to do business in future.

Opportunities:-

An opportunity is any potential revenue generated event ("SalesDeal") that should track in SalesForce.

Products:-

Products can be either goods or services.

PriceBooks:-

Price books are used for selling products at different prices based on the agreement terms with a particular type of customer.

UnitPrice:-

It is a price fixed by the manufacturer for the product and which cannot be changed.

ListPrice:-

It is seller's price. The sellers may sell the product with different prices to their customers.

Quotes:-

Quotes show proposed prices for products and services from an opportunity.

Activities:-

    Activities can be:
    
    1.Events(Meetings, Seminars etc.,)

     2.Tasks(Status reports to report manager, Send Email to customer etc.,)


3 comments:

  1. Worthful Salesforce tutorial. Appreciate a lot for taking up the pain to write such a quality content on Salesforce course. Just now I watched this similar Salesforce tutorial and I think this will enhance the knowledge of other visitors for sure. Thanks anyway.https://www.youtube.com/watch?v=KKVniZdZVW0

    ReplyDelete