Salesforce Admin 201 Sales & Marketing Cloud Questions and Answers

Salesforce Admin 201 Sales & Marketing Cloud Questions and Answers What is a campaign Hierarchy? Multiple campaign shown in a hierarchy, for example you can have a parent and child campaigns. What is campaign influence? Allows you to report on multiple campaigns that have influenced a single opportunity. What is campaign management? A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s) Used to store campaigns for marketing and brand building. What is Web to Lead? Allows you to capture leads from a website using a form which then moves these into salesforce as new Leads upon form being saved. What are some features for Web to Lead? You can add re-capture to limit the ammount of bots. You can use auto-response rules to go back to the lead with next steps and you can have multiple response rules and what ever is sent will depend on what the user inputted on the form. You can add CSS / HTML to make the form fit your business themes etc What are lead assignment rules? Lead assignment rules will change the owner of a newly created or reassigned lead based on a set of rules defined by the system administrator. What is an account? Accounts are the companies you're doing business with. You can also do business with individual people (like solo contractors) using something called Person Accounts. What is an contact? Contacts are the people who work at an Account. What is a Lead? Leads are potential prospects. You haven't yet qualified that they are ready to buy or what product they need. You don't have to use Leads, but they can be helpful if you have team selling, or if you have different sales processes for prospects and qualified are your prospects who've expressed interest in your product, but you haven't yet qualified to buy. What is an Oppertunity? Opportunities are qualified leads that you've converted. When you convert the Lead, you create an Account and Contact along with the Otunities are leads that are qualified to buy. What happens upon Lead conversion? When converting an Lead this creates and Account, Contact & (opportunity if you want) What is a Quantity schedule? determines when a product is delivered What is a revenue schedule? determines when a product is paid for What is a default schedule? is associated with a specific product in a specific price book. Every time the product is added to an opportunity, the default schedule is used. You can override the default schedules on any opportunity. Can you have multiple pricebooks? Yes - but there can only ever be on Master pricebook. Can a product belong to more than one pricebook? Yes What is forcasting? is based on the gross rollup of a set of opportunities. You can think of a forecast as a rollup of currency or quantity against a set of dimensions: owner, time, forecast categories, product family, and territory. You can also collaborate on forecasts with all the necessary people.