Lynda - Salesforce Workflows: Leads

Size: 206 MB | Duration: 1h 24m | Video: AVC (.mp4) 1280x720 15&30fps | Audio: AAC 48KHz 2ch

Genre: eLearning | Level: Advanced | Language: English

Explore how to effectively use Salesforce Leads to qualify and track potential customers. Because lead forms can be difficult records to manage, this course provides best practices you can apply to design the layout of and types of fields in your forms to set up your conversion workflow for success. In this course, review the purpose of the lead, discover what leads are and how the Leads feature works so you can configure the definition of a lead for your organization. See how to create and manage leads and maintain quality data by keeping your data clean.

Topics include:

* Tracking leads, accounts, and contacts

* Defining a lead

* Preparing a Lead score threshold

* Lead channels

* Lead assignment rules

* Lead qualification status

* Lead record types

* Lead conversion mapping

* Lead source overview

* Validation rules

* Establishing a feedback loop

* Using AppExchange

* Merging duplicate records