15. Salesforce Sales Cloud

A Salesforce product that provides features to manage the sales process, containing core objects like Accounts, Contacts, Opportunities, Leads, Contracts, Products, and Pricebooks.

Potential future customers who might become Accounts and Contacts in the Salesforce system.

The process of transforming a Lead record into an Account, Contact, and optionally an Opportunity.

A Sales Cloud feature that allows collecting information from website forms and creating Lead records automatically.

Sales Cloud objects that store information about companies with whom an organization interacts.

Sales Cloud objects that represent individuals associated with Accounts.

Sales Cloud objects representing potential sales deals.

A Sales Cloud feature that controls how Leads are assigned to users when they are created using Web-to-Lead forms.

A Salesforce object used to track marketing efforts, including start and end dates, campaign type, and parent campaigns.

They are the people or Accounts that a campaign is targeting.

A Salesforce object that tracks potential sales deals, with key information about opportunities.

A specialized object that shows how much impact a campaign had on an opportunity, expressed as a percentage and revenue share.

It's a process that converts a Lead into an Account, Contact, and optionally an Opportunity, using the lead record's data.

They allow businesses to automatically send emails to new Leads once they are generated, often through web forms.

They control the status field options for Lead records. They manage picklist options based on a record type. Every Lead must follow the defined stages.

They define the lifecycle of an Opportunity, using the opportunity stage field and tied to a record type. Every Opportunity must follow the defined stages.

It's a standard Salesforce object that represents a company or organization.

It's a standard Salesforce object that represents a person associated with an Account.

A standard Salesforce object used to store pricing information for Products.

A potential Account and Contact who might be interested in your products and services.

This feature helps generate new Lead records by capturing information through an embedded form on a website. It's used to quickly gather information and create new Leads.

Lead Assignment Rules automatically assign new Leads to the right sales rep or team based on their information, preventing unassigned leads.

Lead Assignment Rules are made up of individual "Rule Entries" that are checked in order. Only one Lead Assignment Rule can be active at a time.

If a Lead doesn't match any "Rule Entries" in the active rule, the default Lead owner will be assigned the Lead.

Lead Auto-Response Rules send automatic emails to people who submit their information through Web-to-Lead, acknowledging their submission and engaging with them.

Lead Auto-Response Rules can be customized and include information from Salesforce, and if no rule matches, the default email is sent.

A Lead Process defines the lifecycle of a Lead, showing its journey through different stages like qualification, marketing, and conversion to an Opportunity.

Lead Processes can be customized for different Lead Record Types, allowing for different methodologies based on lead origins or types.

Campaigns track how sales efforts are linked to marketing initiatives. The Campaign object tracks overall campaigns, while Campaign Members track associated Leads or Contacts.

Campaign Influence determines the impact of various campaigns on Opportunities, tracking the share of revenue and influence contributed by each campaign.

Sales Processes define the lifecycle of an Opportunity through its stages, providing picklist options for the Opportunity stage field, affecting forecasting tools.

Sales Processes, like Lead Processes, can be customized for specific Opportunity Record Types, allowing for different sales approaches based on the Opportunity type.

Account & Opportunity Teams enable collaboration on records by allowing multiple users to work together with defined responsibilities and access levels.

Opportunity Splits, a feature within Opportunity Teams, allow team members involved in a deal to be credited based on their contribution percentages.

The Sales Cloud is a Salesforce product designed to help companies with sales processes, providing objects and features to manage sales activities, leads, and opportunities.

Three standard objects in Salesforce Sales Cloud are Lead, Account, and Opportunity. These objects store and manage crucial data related to sales activities and prospects.

A Lead starts as a potential prospect, and goes through stages of qualification, marketing, and potentially conversion to an Account and Opportunity, or rejection if not a suitable fit.

The Campaign object tracks overall marketing efforts, while Campaign Members track associated Leads or Contacts. It helps understand marketing performance and its impact on sales.

Campaign Members track leads or contacts associated with a specific campaign, while Campaign Influence determines the impact of each campaign on opportunities, helping understand campaign effectiveness.

Web-to-Lead is a feature that allows potential customers to submit their information through a web form, capturing data like name, email, phone number, company, and other relevant information.