Salesforce Term & Chatter
A collection of objects, tabs, dashboards, and other other components that work together to find the information you need.
What is an app in Salesforce?
Automation triggers when the following fields are completed: Stage Name = Negotiate and close date has not changed in more than 180 days (6-months) and/or no activity in last 180 days.
What is Negotiation automation?
This features allows you to find specific records quickly in Salesforce.
What is the global search bar?
In this stage, your prioritize targets, research and plan for initial call, you might launch marketing campaigns.
What is Prospect?
Located in the top-left corner, this feature allows you to search for the apps you need when you want to switch.
What is App Launcher?
This automation is activated from a former or lost site location. Whenever a site in Salesforce is marked as “FORMER” and is considered a lost site, the system will create an opportunity under the former account and will assign the type as...
What is a Win Back automation?
The process of duplicating an existing Opportunity record to create a new one with similar details.
What is a Clone Opportunity?
WILD CARD DOUBLE JEOPARDY - David Bloom used an account yesterday as he walked through an annual increase and renewal opportunity.
What is Wayfair?
In Salesforce, these are the digital containers that store records, with standard examples including Accounts, Contacts, and Opportunities.
What are objects?
This automation activates when you have a new logo or new business opportunity that goes to the blank stage; the automation will clone that opportunity marked as blank and push it to the "Explore" stage and mark it as a subcategory blank opportunity.
What is closed lost opportunity?
The initial phase of the sales process, where potential customers are identified and assessed before they officially enter the sales pipeline.
What is the pre-pipeline stage?
The goal of this pre-pipeline stage is to qualify leads and determine if they are worth pursuing as contacts in Salesforce.
What is lead qualification?
The area where the SF chatter training video and other training resources are stored?
Where is the SF Library?
If the type = FORMER, Master / Child = Master Account, Service Type = SHUTTLE
What is a Win Back automation?
The new SF contact record layout has these two software solutions on the tabs, helping sales teams with marketing, lead generation, and locating decision makers.
What is HubSpot and Zoominfo?
Share value and pricing with customers, address concerns, adjust economics, if necessary?
What is Present?
This feature in Chatter allows you to create focused discussion spaces where teams can collaborate on specific topics, projects, or departments.
What is a Chatter group?
A follow-up task will be automatically assigned to follow-up within one year from to try and win the opportunity (no sooner than a year is necessary for customer outreach).
What is Closed Lost automation?
Salesforce users can add this type of field on a record to track specific business metrics or custom data.
What is a custom field?
In these stages, you finalize and secure signed contract, begin customer training, and expand customer relationships.
What is Implement and Cultivate?