Getting Started with Sales CloudAdministration:Leads and Assignment Rules            Jo Young            Senior Instructor...
Safe Harbor StatementThis presentation may contain forward-looking statements that involve risks, uncertainties, and assum...
Agenda Sales Cloud Overview Managing Leads   – Exercises 1: Prepare Lead Fields   – Exercise 2: Create Queues Assignmen...
Our StoryWhat is a Lead? A lead:   – Is a prospect you are targeting for marketing purposes.   – Is an individual who has...
How are Leads Created?    Manually by users    Imported using the import wizard for leads    Imported via the API    C...
Converting Leads Lead qualification depends on your business process. Lead information is mapped to the appropriate busi...
Exercise 2: Create Queues                                                                      Hands-on                   ...
Exercise 3: Lead Assignment Rules                                                           Hands-on                      ...
Exercise 4: Create a Web-to-Lead Form                                                                              Hands-o...
Question and Answer                      10
Upcoming SlideShare
Loading in …5
×

HOT - Getting started with Sales Cloud Admin part 1

2,041 views

Published on

Published in: Business, Technology
  • Be the first to comment

HOT - Getting started with Sales Cloud Admin part 1

  1. 1. Getting Started with Sales CloudAdministration:Leads and Assignment Rules Jo Young Senior Instructor Amy Harbin Training Programme Manager 1
  2. 2. Safe Harbor StatementThis presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. Ifany such uncertainties materialize or if any of the assumptions prove incorrect, the results of salesforce.com, inc.could differ materially from the results expressed or implied by the forward-looking statements we make. Allstatements other than statements of historical fact could be deemed forward-looking statements, including: anyprojections of earnings, revenues, or other financial items; any statements regarding strategies or plans ofmanagement for future operations; any statements concerning new, planned, or upgraded services ordevelopments; statements about current or future economic conditions; and any statements of belief.The risks and uncertainties referred to above include - but are not limited to - risks associated with our newbusiness model; our past operating losses; possible fluctuations in our operating results and rate of growth;interruptions or delays in our Web hosting; breach of our security measures; the immature market in which weoperate; our relatively limited operating history; our ability to expand, retain, and motivate our employees andmanage our growth; risks associated with new releases of our service; and risks associated with selling to largerenterprise customers. Further information on potential factors that could affect the financial results ofsalesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with theSecurities and Exchange Commission. These documents are available on the SEC Filings section of our Website.Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.Any unreleased services or features referenced in this or other press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services should makethe purchase decisions based upon features that are currently available.Training Org Login Org will be active for 30 days post CloudforceUsername: admin@cflon12leads###.comPassword: cf2012 For ###: use the 3-digit number on your exercise guideExample: Your exercise guide number = 010 Your username = admin@cflon12leads010.com 2
  3. 3. Agenda Sales Cloud Overview Managing Leads – Exercises 1: Prepare Lead Fields – Exercise 2: Create Queues Assignment Rules – Exercise 3: Lead Assignment Rules Web-to-Lead Forms – Exercise 4: Create a Web-to-Lead Form Q&A Worlds Leading Sales Application for the World’s Most Productive Reps Accounts & Marketing Opportunities Data.com Workflow & Contacts & Leads & Quotes Approvals Chatter Email & Real-time Partner Calendaring Analytics Management 3
  4. 4. Our StoryWhat is a Lead? A lead: – Is a prospect you are targeting for marketing purposes. – Is an individual who has expressed interest in your product or service. The lead object: – Captures business card information. – Can be captured via the Web. – Is assigned ownership either manually or via assignment rules. 4
  5. 5. How are Leads Created?  Manually by users  Imported using the import wizard for leads  Imported via the API  Captured via Web-to-LeadAutomating Leads Region: US to US Sales TeamWeb-to-Lead form Assignment Rules automate lead routing. Region: Other to EMEA Sales Team Auto-response rules automate responses to the new lead. 5
  6. 6. Converting Leads Lead qualification depends on your business process. Lead information is mapped to the appropriate business object— Account, Contact, or Opportunity. Data validation rules ensure that only properly completed leads are converted. ACME, Inc. Convert John Smith John Smith ACME, Inc. ACME, Inc. – 500 UnitsExercise 1: Prepare Lead Fields Hands-on ExerciseGoal:Set the default lead status to “unqualified” and map a customLead field for Region to the custom account field.Scenario:AW Computing needs to ensure that all new leads start withthe status of “unqualified.” In addition, management wants tomap the Region lead field to a similar field on the Accountobject.Tasks: Set the default Lead status to “unqualified.” Map a custom lead field for Region to the Region account field. 6
  7. 7. Exercise 2: Create Queues Hands-on ExerciseGoal:Set up queues for the US and EMEA Sales teams.Scenario:AW Computing wants to make sure the right sales peopleare working on the right leads. To do this the company canset up queues.Tasks: Set up Lead queues for US and EMEA. Assign appropriate roles to each queue.Assignment Rules Specify how leads or cases are assigned to users or queues. Each rule can contain multiple entries. – Example: Assignment Rule For Standard Use • Leads from the US region are assigned to the “US Sales Team” queue. • Leads from the EMEA region are assigned to the “EMEA Sales Team” queue. Only one rule can be in effect at any time. – Example: either the Lead Assignment Rule For Standard Use is in effect OR Lead Assignment Rule For Promotions, but both cannot be in effect at the same time. 7
  8. 8. Exercise 3: Lead Assignment Rules Hands-on ExerciseGoal:Set up an assignment rule that will correctly route Web-generated leads to the correct sales team according to region.Scenario:AW Computing wants to automate the process of routingincoming leads to make sure the right sales people haveaccess to the right leads.Tasks: Create new rule. Add rules entries. Test rule.Web-to-Lead Forms Incorporate Data Generate User clicks HTML into captured in HTML submit website Salesforce 8
  9. 9. Exercise 4: Create a Web-to-Lead Form Hands-on ExerciseGoal:Automate lead creation using web-to-lead.Tasks: Create an auto-response rule. Enable Web-to-Lead. Create a new Web-to-Lead form.What’s Next? Have Premier? Ready for more Take a great online class, we suggest: hands-on training?  Building Your Sales Pipeline  Products, Pricebooks, and Follow up with an instructor-led Assets course, we suggest:  Using Web-to-Lead Administration Essentials (ADM201) Don’t forget.. Visit us in the Tell us what you Cloud Expo for your think with the 10% off training session survey voucher! 9
  10. 10. Question and Answer 10

×