Salesforce Administrator ADM-201 Dumps PDF

Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity. References: &type=5 &type=5

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout controls the layout and organization of detail and edit pages for a specific object and record type combination. To meet the requirement of having different fields and stages for each team, you need to create three sales processes for each market segment, three record types for each sales process, and three page layouts for each record type. References: &type=5 &type=5 &type=5

Lead assignment rule is a feature that can be used to route new leads to the correct sales person based on the lead address. Lead assignment rule can assign leads to users or queues based on certain criteria, such as lead source, industry, or location. Lead assignment rule can also send email notifications to the new lead owners or other recipients. References: &type=5

Description: The Account object in Salesforce is used to store information about individual customers or businesses that your organization interacts with. It holds essential data such as company name, contact information, industry, and related activities.

Use Case: Accounts are used to represent the organizations (or individuals) your support team is assisting. They serve as a central repository for tracking customer information and interactions.

Out of the Box Features: Includes fields like Account Name, Account Owner, Industry, Phone, and Address. It also supports relationships with Contacts, Opportunities, Cases, and other objects.

Description: The Case object is used to track and manage customer issues, complaints, requests, or inquiries. Each case represents a single customer interaction and can be used to manage the resolution process.

Use Case: Cases are fundamental to customer support operations. They help support agents keep track of customer problems, assign cases to appropriate team members, and ensure timely resolution.

Out of the Box Features: Includes fields like Case Number, Subject, Status, Priority, and Origin. It supports workflows, escalation rules, and case assignment rules.

Description: The Contract object stores information about the agreements between your company and your customers. These contracts define the terms of service, support levels, and other legal agreements.

Use Case: Contracts are useful for managing service level agreements (SLAs) and ensuring that support teams adhere to the agreed-upon terms. They can be linked to Accounts and Cases to provide context and track compliance.

Out of the Box Features: Includes fields like Contract Start Date, End Date, Contract Term, Status, and Account. It supports related lists to associate contracts with cases, assets, and other records.

Accounts:

Salesforce Account Object Documentation

Trailhead: Manage Your Customer Data

Cases:

Salesforce Case Object Documentation

Trailhead: Set Up Case Management

Contracts:

Salesforce Contract Object Documentation

Trailhead: Administer Salesforce Contracts

Account Object2. Case Object3. Contract ObjectReferences