What is Salesforce lead management and how does it work?
From using opportunities to converting and assigning leads, Salesforce’s sales lead management tools are designed to help you set up and support the right process for your sales teams. Make your sales team more productive with Sales Cloud.
Should I clean up my Salesforce project before moving to production?
As always, any changes you make to Salesforce should be fully tested and reviewed in Sandbox before moving to Production. The goal of cleanup projects like these is to make life easier for the end user, not harder.
How to improve the sales process in the lead object?
I advise you to restrain from creating a very long list of fields in the Lead object, just in case they need to be used. Instead, train your sales agents to be efficient and focus on gathering just the information required for each step of the sales process. The most important thing is to keep pushing prospects through the sales funnel.
Do you end up converting all the leads in Salesforce?
You might think you will end up converting all the leads in Salesforce because you want to close them all, but the reality is that you will not, at least not at the first attempt. Your sales forecasting can only be accurate if you only take into account real sales opportunities.
How do I clean up leads in Salesforce?
6 Easy Ways to Keep Your Salesforce Database CleanerBye-bye Duplicates. ... Revisit Qualified Lead Definition- Often!Remove the @bogus.email Addresses. ... User Training (Wash, Rinse and Repeat.) ... Make Free Form Fields Not so Free Form. ... Implement a DNR (Do Not Resuscitate) Policy.Protect Yourself from Yourself.More items...
What is clean status in Salesforce?
The Clean Status field on account records indicates how the record's data compares with data from Data.com. If you click the icon next to the status, you get more status details, plus options for refreshing the status. Depending on the status, you can also clean some records right from the Clean Status field.
Can a task be related to a lead salesforce?
Task on a Lead can only be related to the Lead using the standard Related To (What Id) field. You'd need to create a Custom Lookup field on the Activity Object. Salesforce has not enabled 'Related To' field on Lead.
How do I disable data com clean in Salesforce?
Enabling Clean does not clean your records immediately. You can click Disable to turn off the feature. From Setup, enter Clean Settings in the Quick Find box, then select Clean Settings....Required Editions and User Permissions.User Permissions NeededTo enable or disable Data.com Clean:Customize Application
How do you clean data in Salesforce?
4 Salesforce Data Cleansing Best Practices and Data Quality Standards#1 - Regular Data Health Audits. You never know exactly how bad your “bad data problem” has gotten until you dig in and get your hands dirty. ... #2 - Validation. ... #3 - Use the Right Tools. ... #4 - Internal Education.
What is data com clean?
Data.com Clean compares your account, contact, and lead records with records from Data.com and creates a link between your records and matching Data.com records. Clean also provides clean status information for accounts, contacts, and leads.
How do I add a task to Salesforce lightning?
0:021:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales.MoreHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales. Application go to tasks new tasks enter the name a gas on me to select the status.
Where is the related to field in Salesforce?
On the Task page, there is a field on the right called Related To....which allows me to related the task to Account, Contact, etc. This is defined in the Task fields area as a Lookup field.
What Can You, as the Salesforce Admin, Do in Order to Address the Dirty Data in Your Org?
I’m going to walk you through a very simple three step process in order to address your dirty data.
What is our Internal Strategy in Order to a Address These Issues? How Are We Going to Fix Them?
We need to identify where can we turn in order to get the record of truth?
Update Those Problematic Records
So the first thing that we’re going to do is we’re going to bulk perform an extract from Salesforce showing the problematic records that require an update. And by the way, always make sure to leverage the Salesforce CaseSafe Record ID. That is a non cap sensitive record ID for each of the records appearing in your report.
Step 2: Planning & Decisions
Next, you’ll need to map out the ideal, clean plan for using Record Types going forward. Check out my earlier Blog Post on planning out Record Types. The end result here is that you will have a map of the differences of each Record Type. While doing this, you’ll also need to decide which Record Types to delete.
Step 3: Make Some Changes
Important Tip: Make sure field history is enabled for any fields you’re going to modify in the process of cleaning up, and also use Data Loader to do an ‘Export All’ before you begin.
Step 4: Delete the Record Types!
Yes, it’s really that easy! The most important part of this process is backing up your data before you begin. Export All and Field History are fast, easy, and free. If you happen to have a full copy sandbox, go ahead and refresh it before you begin. There’s plenty of paid services on the App Exchange as well.
How to make Salesforce process efficient?
By making the most of standard objects, you can create very efficient Salesforce process. A rule of thumb is always using Salesforce standard functionalities before building custom solutions. This means that if the process you want to build in Salesforce can be done with Standard features, you will use them to do so. Standard features might not be sufficient to build a specific process you need for your business and in that case you should, of course, resort to custom solutions.
Why is tagging leads useful?
Tagging lost or disqualified leads is also useful because you can nurture those that are not ready to buy your products or services yet. Pardot and Marketing Cloud are the right tools for it. 6. Keep the Lead object simple, but ensure minimum information is required.
Why do you give each lead a rating?
Giving each lead a rating is vital if you want your sales agents to know which leads they should contact first. Helping your sales team prioritise their leads will keep your sales operations efficient. Although you can manually assign a rating to each lead, the best is finding an automatic solution.
Can you manually assign a lead rating?
Although you can manually assign a rating to each lead, the best is finding an automatic solution. E.g. defining a number of criteria to be saved in different Lead fields and automatically calculating the lead rating from the information entered in those fields.
Is sales forecasting accurate?
Your sales forecasting can only be accurate if you only take into account real sales opportunities. Using the Lead object is also positive for storage: a lead is saved in one record of your org, whereas, if you convert it into an account, you transform the initial record into three different ones: Account, Opportunity and Contact. ...
