title
Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Simplilearn

description
🔥Post Graduate Program In Data Engineering: https://www.simplilearn.com/pgp-data-engineering-certification-training-course?utm_campaign=Salesforce-f1AMkMQw-p4&utm_medium=DescriptionFF&utm_source=youtube 🔥Big Data Engineer Masters Program (Discount Code - YTBE15): https://www.simplilearn.com/big-data-engineer-masters-program?utm_campaign=Salesforce-f1AMkMQw-p4&utm_medium=DescriptionFF&utm_source=youtube This video on Salesforce training will help you understand the easy and best tool for CRM and Branding. You will learn how to customize the home page, create custom tabs. You will know how to upload a company logo to brand Salesforce, generate and convert leads, and build campaigns. You will understand how to create accounts, contacts, and email templates. You will get an idea to develop web-to-lead forms and lots more. Let's begin! ✅Subscribe to our Channel to learn more about the top Technologies: https://bit.ly/2VT4WtH ⏩ Check out the Salesforce Training videos: https://bit.ly/3j9Gcad #SalesforceTutorial #SalesforceTutorialForBeginners #SalesforceTutorial2020 #SalesforceTrainingForBeginners #SalesforceTraining #Salesforce #Simplilearn 🔥Explore our FREE Courses: https://www.simplilearn.com/skillup-free-online-courses?utm_campaign=Salesforce&utm_medium=Description&utm_source=youtube ➡️ About Post Graduate Program In Data Engineering This Data Engineering course is ideal for professionals, covering critical topics like the Hadoop framework, Data Processing using Spark, Data Pipelines with Kafka, Big Data on AWS, and Azure cloud infrastructures. This program is delivered via live sessions, industry projects, IBM hackathons, and Ask Me Anything sessions. ✅ Key Features Post Graduate Program Certificate and Alumni Association membership - Exclusive Master Classes and Ask me Anything sessions by IBM - 8X higher live interaction in live Data Engineering online classes by industry experts - Capstone from 3 domains and 14+ Projects with Industry datasets from YouTube, Glassdoor, Facebook etc. - Simplilearn's JobAssist helps you get noticed by top hiring companies ✅ Skills Covered - Real-Time Data Processing - Data Pipelining - Big Data Analytics - Data Visualization - Provisioning data storage services - Apache Hadoop - Ingesting Streaming and Batch Data - Transforming Data - Implementing Security Requirements - Data Protection - Encryption Techniques - Data Governance and Compliance Controls 👉 Learn More At: https://www.simplilearn.com/pgp-data-engineering-certification-training-course?utm_campaign=Salesforce-f1AMkMQw-p4&utm_medium=Description&utm_source=youtube 🔥🔥 Interested in Attending Live Classes? Call Us: IN - 18002127688 / US - +18445327688

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{'title': 'Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training | Simplilearn', 'heatmap': [{'end': 2439.894, 'start': 383.997, 'weight': 1}, {'end': 2951.004, 'start': 2819.286, 'weight': 0.708}, {'end': 3591.348, 'start': 3455.856, 'weight': 0.705}, {'end': 5389.229, 'start': 5250.948, 'weight': 0.811}, {'end': 12811.183, 'start': 12686.757, 'weight': 0.929}], 'summary': 'This tutorial provides comprehensive insights into salesforce implementation tips, essentials, lead management, conversions, sales and activity management, lead assignment, queue and campaign management, quote generation, customization, knowledge setup, and web-to-case automation, emphasizing key features and functionalities of salesforce editions, lead management tools, and record types.', 'chapters': [{'end': 150.624, 'segs': [{'end': 57.75, 'src': 'embed', 'start': 32.139, 'weight': 0, 'content': [{'end': 39.242, 'text': "Yes, I'm confused about which edition to choose and also about the branding and customization options available in Salesforce.", 'start': 32.139, 'duration': 7.103}, {'end': 42.205, 'text': "You know, Sarah, that's a valid question.", 'start': 40.404, 'duration': 1.801}, {'end': 47.006, 'text': 'Companies looking for branding and CRM are often not sure which additions to go for.', 'start': 42.705, 'duration': 4.301}, {'end': 49.467, 'text': 'Buying Salesforce is the easy part.', 'start': 47.647, 'duration': 1.82}, {'end': 51.828, 'text': 'Now the company needs to start using it.', 'start': 49.907, 'duration': 1.921}, {'end': 57.75, 'text': 'Branding, tabs, and homepage customizations all go a long way to ensuring a high adoption rate.', 'start': 52.308, 'duration': 5.442}], 'summary': 'Confusion on salesforce edition and customization options for branding and crm can impact adoption rate.', 'duration': 25.611, 'max_score': 32.139, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p432139.jpg'}, {'end': 141.2, 'src': 'embed', 'start': 112.926, 'weight': 1, 'content': [{'end': 117.469, 'text': 'The common use cases for Salesforce include tracking business development activities of salespeople.', 'start': 112.926, 'duration': 4.543}, {'end': 127.154, 'text': "So this could be logging, cold calls, sending mass emails, sending out brochures, any type of business development activity that you'd want to track.", 'start': 117.869, 'duration': 9.285}, {'end': 128.315, 'text': 'Salesforce can manage that.', 'start': 127.154, 'duration': 1.161}, {'end': 131.796, 'text': 'Also the reporting and customer interaction through case management.', 'start': 128.854, 'duration': 2.942}, {'end': 138.099, 'text': 'So if customers have any issues or complaints or problems, they can log in and create a case,', 'start': 132.196, 'duration': 5.903}, {'end': 141.2, 'text': 'and the customer service folks can work with that case as well.', 'start': 138.099, 'duration': 3.101}], 'summary': 'Salesforce tracks sales activities, manages customer interactions, and handles case management for customer issues.', 'duration': 28.274, 'max_score': 112.926, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4112926.jpg'}], 'start': 9.551, 'title': 'Salesforce implementation tips', 'summary': 'Discusses challenges and provides insights on customizing salesforce, including edition selection, customization, branding, homepage, custom tabs, apps, and common use cases.', 'chapters': [{'end': 150.624, 'start': 9.551, 'title': 'Salesforce implementation tips', 'summary': 'Discusses the challenges of implementing salesforce, including edition selection, customization, and branding, and provides insights on customizing the homepage, creating custom tabs and apps, and the common use cases for salesforce.', 'duration': 141.073, 'highlights': ['Salesforce customization and branding are crucial for high adoption rates. Customizing the homepage, creating custom tabs, and uploading a company logo are essential for a more streamlined experience and high adoption rates.', 'The lesson covers customizing the homepage, creating custom tabs, and other key skills. The lesson includes customizing the homepage by adding and removing components, creating custom tabs for faster data access, and creating a custom app for applications creation.', 'Salesforce is a web-based CRM with common use cases including tracking business development activities, customer interaction through case management, and reporting on marketing initiatives. Salesforce allows tracking business development activities, customer interaction through case management, and reporting on marketing initiatives to measure effectiveness and ROI.']}], 'duration': 141.073, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p49551.jpg', 'highlights': ['Customizing Salesforce homepage, tabs, and branding crucial for high adoption rates.', 'Salesforce allows tracking business development activities, customer interaction, and marketing initiatives.', 'Lesson covers customizing homepage, creating custom tabs, and other key skills.']}, {'end': 1586.195, 'segs': [{'end': 308.245, 'src': 'embed', 'start': 282.475, 'weight': 0, 'content': [{'end': 287.477, 'text': "So, with unlimited edition, as an administrator you'll have multiple sandboxes,", 'start': 282.475, 'duration': 5.002}, {'end': 291.898, 'text': 'such as a full copy sandbox that brings over all the data into that sandbox.', 'start': 287.477, 'duration': 4.421}, {'end': 295.86, 'text': "so it's not just a blank testing area, it actually has your live data as well.", 'start': 291.898, 'duration': 3.962}, {'end': 302.203, 'text': 'You can also make many more customizations, you can have more tabs, and also you have additional data storage.', 'start': 296.9, 'duration': 5.303}, {'end': 308.245, 'text': "For the purpose of this course, you know, we're going to be focusing mainly on enterprise edition features and limits.", 'start': 303.303, 'duration': 4.942}], 'summary': 'Unlimited edition offers multiple sandboxes, including full copy with live data, more customizations, tabs, and additional data storage. focusing on enterprise edition features and limits.', 'duration': 25.77, 'max_score': 282.475, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4282475.jpg'}, {'end': 561.919, 'src': 'embed', 'start': 540.468, 'weight': 3, 'content': [{'end': 549.254, 'text': 'So add a couple of numbers to the end of the name before the domain, And that way you can use your own username going forward.', 'start': 540.468, 'duration': 8.786}, {'end': 553.775, 'text': 'All users must be assigned a profile and you can also reassign user licenses.', 'start': 549.774, 'duration': 4.001}, {'end': 555.936, 'text': 'So the licenses work in a pooled format.', 'start': 553.815, 'duration': 2.121}, {'end': 561.919, 'text': 'So you buy 10 licenses and so 10 people at any given time can be accessing Salesforce.', 'start': 555.996, 'duration': 5.923}], 'summary': 'Users can add numbers to their name for domain, assign profiles, and purchase 10 pooled licenses for salesforce access.', 'duration': 21.451, 'max_score': 540.468, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4540468.jpg'}, {'end': 679.833, 'src': 'embed', 'start': 650.539, 'weight': 10, 'content': [{'end': 656.646, 'text': "because what that does is it shows a little blue box on the right hand side and I don't need this particular user to see it.", 'start': 650.539, 'duration': 6.107}, {'end': 664.849, 'text': 'Then I can scroll down here and I can choose if I want them to receive a new password and notify them immediately or not.', 'start': 657.267, 'duration': 7.582}, {'end': 668.71, 'text': "A lot of people don't know, you can actually uncheck this and then click save.", 'start': 664.869, 'duration': 3.841}, {'end': 672.211, 'text': "And what that'll allow you to do is create a new user record,", 'start': 669.11, 'duration': 3.101}, {'end': 679.833, 'text': 'but it will not send an email notifying that user that a new Salesforce user account has been set up for them.', 'start': 672.211, 'duration': 7.622}], 'summary': 'Unchecking the notification option when creating a new user in salesforce prevents the email notification.', 'duration': 29.294, 'max_score': 650.539, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4650539.jpg'}, {'end': 745.975, 'src': 'embed', 'start': 717.182, 'weight': 4, 'content': [{'end': 720.224, 'text': "Now I'm going to be prompted here to confirm this, which I'm going to go ahead and do.", 'start': 717.182, 'duration': 3.042}, {'end': 722.785, 'text': "So I'm going to click OK, and then I'm going to click Save.", 'start': 720.244, 'duration': 2.541}, {'end': 727.828, 'text': "And then Salesforce is now going to deactivate John's user access.", 'start': 723.345, 'duration': 4.483}, {'end': 735.192, 'text': "Now if John tries to log in again, he's going to get a notification that says his system administrator has disabled his access.", 'start': 728.268, 'duration': 6.924}, {'end': 739.674, 'text': 'Salesforce has a couple of other user features worth mentioning.', 'start': 737.133, 'duration': 2.541}, {'end': 742.534, 'text': 'So for example, we can also reset a password.', 'start': 739.774, 'duration': 2.76}, {'end': 745.975, 'text': 'So if I want to reset a password for this user, I can go ahead and do so.', 'start': 742.574, 'duration': 3.401}], 'summary': "Salesforce deactivates john's user access and can reset passwords.", 'duration': 28.793, 'max_score': 717.182, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4717182.jpg'}, {'end': 871.428, 'src': 'embed', 'start': 847.073, 'weight': 15, 'content': [{'end': 857.125, 'text': 'then I need to purchase more licenses from Salesforce or I need to deactivate one of these users so that way they do have there is a free license for me to use.', 'start': 847.073, 'duration': 10.052}, {'end': 864.254, 'text': "So the next thing we're going to talk about here is viewing available tabs in Salesforce.", 'start': 859.688, 'duration': 4.566}, {'end': 871.428, 'text': 'So the main points of this topic here is that tabs can be added or removed by individual users.', 'start': 865.802, 'duration': 5.626}], 'summary': 'Salesforce licenses need to be managed to ensure availability for users.', 'duration': 24.355, 'max_score': 847.073, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4847073.jpg'}, {'end': 1072.078, 'src': 'embed', 'start': 1043.766, 'weight': 14, 'content': [{'end': 1049.588, 'text': 'So what that means is you can actually create internal apps for your organization.', 'start': 1043.766, 'duration': 5.822}, {'end': 1051.649, 'text': 'So you might have an app for the sales team.', 'start': 1049.668, 'duration': 1.981}, {'end': 1054.791, 'text': 'You might have an app for the customer service team or the marketing team.', 'start': 1051.969, 'duration': 2.822}, {'end': 1063.094, 'text': 'So when they log in, they can actually change from the dropdown menu in the top right corner what different applications are available.', 'start': 1055.271, 'duration': 7.823}, {'end': 1066.215, 'text': 'So for example, here we have a list of different apps.', 'start': 1063.574, 'duration': 2.641}, {'end': 1072.078, 'text': 'So we have an app for all tabs, one for the Appirio Cloud Sync application.', 'start': 1066.255, 'duration': 5.823}], 'summary': 'Internal apps can be created for different teams, accessible via dropdown menu.', 'duration': 28.312, 'max_score': 1043.766, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41043766.jpg'}, {'end': 1446.694, 'src': 'embed', 'start': 1419.924, 'weight': 1, 'content': [{'end': 1425.728, 'text': "So it's on this company information page that you can update any organizational details such as address.", 'start': 1419.924, 'duration': 5.804}, {'end': 1428.069, 'text': 'You can also view permission sets.', 'start': 1426.148, 'duration': 1.921}, {'end': 1430.971, 'text': "And what I'm going to do is click on this setup tab.", 'start': 1428.91, 'duration': 2.061}, {'end': 1436.787, 'text': "And then I'm going to click on company profile and then company information on the left hand side.", 'start': 1431.963, 'duration': 4.824}, {'end': 1443.832, 'text': "So what's going to happen is this page will load and show me exactly what we were looking at before.", 'start': 1438.128, 'duration': 5.704}, {'end': 1446.694, 'text': 'So I can actually come over here and edit this as well.', 'start': 1443.912, 'duration': 2.782}], 'summary': 'Update company details and view permission sets on the company information page.', 'duration': 26.77, 'max_score': 1419.924, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41419924.jpg'}, {'end': 1495.595, 'src': 'embed', 'start': 1463.405, 'weight': 7, 'content': [{'end': 1467.407, 'text': 'So here we can see that the used data space is at 80 megabytes.', 'start': 1463.405, 'duration': 4.002}, {'end': 1471.809, 'text': "I can click view and it's actually going to show me all of the different records that I have.", 'start': 1467.587, 'duration': 4.222}, {'end': 1474.31, 'text': "So I've got a bunch of project history records.", 'start': 1471.889, 'duration': 2.421}, {'end': 1476.591, 'text': "I've got roughly 8,000 contacts.", 'start': 1474.35, 'duration': 2.241}, {'end': 1484.315, 'text': 'So inside of Salesforce, you can actually see exactly how many records you have on a per object basis.', 'start': 1477.092, 'duration': 7.223}, {'end': 1486.336, 'text': "So I'm going to click back to go back.", 'start': 1484.855, 'duration': 1.481}, {'end': 1495.595, 'text': 'So scrolling down, I can also see the API and what limits are available for that API.', 'start': 1487.85, 'duration': 7.745}], 'summary': 'Data space usage: 80mb, 8,000 contacts in salesforce, api limits available.', 'duration': 32.19, 'max_score': 1463.405, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41463405.jpg'}], 'start': 150.684, 'title': 'Salesforce essentials', 'summary': 'Provides an overview of salesforce editions, highlighting the features of salesforce communities and the professional, enterprise, and unlimited editions. it also covers homepage customization, user management, tabs and app creation, and the creation of a customer service app and the system overview page.', 'chapters': [{'end': 302.203, 'start': 150.684, 'title': 'Salesforce editions and features', 'summary': 'Covers the general and specific sales of salesforce, the collaboration feature called salesforce communities, and the three primary salesforce editions: professional, enterprise, and unlimited, with enterprise being the most popular and offering more features, including workflow rules, integrations, and robust security.', 'duration': 151.519, 'highlights': ['Salesforce offers three primary editions: Professional, Enterprise, and Unlimited, with Enterprise being the most popular and offering workflow rules, integrations, sandbox, and robust security.', 'Enterprise Edition allows for workflow rules to send out automated notifications, integrations, and building out applications, making it the most popular edition among Salesforce customers.', 'Professional Edition is the starter version of Salesforce, offering basic account and contact management with no integration or automation, priced at $65 per month.', 'Unlimited Edition offers higher limits, multiple sandboxes, additional data storage, and more customizations, but is not as commonly used as Enterprise Edition.', 'Salesforce Communities feature allows for collaboration between employees, partners, and customers, allowing login access to individuals outside of the organization.']}, {'end': 474.112, 'start': 303.303, 'title': 'Salesforce homepage customization', 'summary': 'Delves into the homepage customization in salesforce, highlighting the features like tasks, dashboard area, recent records, calendar events, and chatter feed, emphasizing its significance as a starting point for users.', 'duration': 170.809, 'highlights': ['Users can view tasks, dashboard snapshots, and upcoming events on the Salesforce homepage, serving as a snapshot of their activities, which aids in task management and planning.', 'The chatter feed in Salesforce serves as an internal messaging tool, allowing users to communicate with other Salesforce users, and can be collapsed when not needed.', 'The homepage feature includes the ability to synchronize and view calendar events from external accounts, such as Google Apps, and create new events with start and end dates, enhancing scheduling and planning capabilities.', 'Users can access a multi-user view to see the calendar and availability of different individuals, facilitating coordination and scheduling for collaborative activities.']}, {'end': 847.073, 'start': 475.232, 'title': 'Salesforce user management', 'summary': 'Covers user management in salesforce, including the process of creating, managing, and deactivating user accounts, as well as the allocation and reassignment of user licenses, with a focus on unique usernames and the 15-day storage limit for deleted records.', 'duration': 371.841, 'highlights': ['Users must be assigned an active license and all usernames must be unique across all of the Salesforce network. All Salesforce users must have an active license assigned, and each username must be unique across the entire Salesforce network, requiring a change if a username has been used in a previous company.', 'Deleted records are stored for up to 15 days, and the 15-day storage limit is subject to the data storage limit. Deleted records are stored for a maximum of 15 days, subject to the data storage limit, allowing users to undelete records within that timeframe.', 'Licenses work in a pooled format, with the ability to reassign freed-up licenses to replacements when a user leaves. Salesforce licenses operate in a pooled format, where the number of licenses determines the maximum number of users accessing Salesforce, and freed-up licenses from departing users can be reassigned to replacements.', 'The process of creating a user in Salesforce involves filling out relevant fields, assigning licenses and profiles, and managing user settings, including the option to create user accounts without immediate notification. Creating a user in Salesforce entails filling out relevant fields, assigning licenses and profiles, managing various user settings, and the option to create user accounts without immediately notifying the user.', 'Additional user management features include freezing and unfreezing user accounts, deactivating user access, resetting passwords, and creating user views for easier management. Additional user management features include freezing and unfreezing user accounts, deactivating user access, resetting passwords, and creating user views to streamline user management processes.']}, {'end': 1182.105, 'start': 847.073, 'title': 'Salesforce tabs and app creation', 'summary': 'Covers managing salesforce licenses, customizing tabs to view object data, websites, and visual force pages, and creating custom apps to organize tabs for different teams within an organization.', 'duration': 335.032, 'highlights': ['Tabs can be added or removed by individual users, and web tabs can be added to access commonly requested websites. Individual users can customize their tabs by adding or removing them, and web tabs can be added to access commonly requested websites.', 'Creating an app in Salesforce allows organizing tabs for different teams within an organization, such as the sales team, customer service team, or marketing team. Creating custom apps in Salesforce enables organizing tabs for different teams within an organization, providing easy access to specific features for each team.', 'The ability to control tab visibility and add tabs to individual apps, enabling customization based on different user profiles and applications. Users can control tab visibility and add tabs to individual apps, allowing for customization based on different user profiles and applications.']}, {'end': 1586.195, 'start': 1182.105, 'title': 'Salesforce app creation and system overview', 'summary': 'Covers the creation of a customer service app in salesforce, including steps to upload a company logo and managing company information. it also explains the company information page, which provides insights into data and file storage, and active licenses. additionally, it delves into the system overview page, highlighting the ability to view custom objects, workflow rules, apex classes, and api requests.', 'duration': 404.09, 'highlights': ['Creation of a customer service app in Salesforce The process of creating a customer service app in Salesforce is detailed, including the option to make it the default app and assigning access to specific profiles, providing practical insights into Salesforce app management.', "Uploading a company logo to Salesforce The detailed process to upload a company logo to Salesforce, emphasizing the need to format the logo as per Salesforce specifications (300 by 55 pixels) and the importance of checking the 'externally available' checkbox for accessibility outside of Salesforce.", "Insights from the company information page The company information page provides insights into data and file storage, as well as active licenses, enabling users to monitor their organization's data usage and manage organizational details.", "System overview page in Salesforce The system overview page allows users to view the number of custom objects, workflow rules, APEX classes, and API requests, providing a comprehensive snapshot of the organization's customizations and usage."]}], 'duration': 1435.511, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p4150684.jpg', 'highlights': ['Enterprise Edition is the most popular, offering workflow rules, integrations, sandbox, and robust security.', 'Professional Edition is the starter version, offering basic account and contact management, priced at $65 per month.', 'Unlimited Edition offers higher limits, multiple sandboxes, additional data storage, and more customizations.', 'Salesforce Communities feature allows for collaboration between employees, partners, and customers.', 'Users can view tasks, dashboard snapshots, and upcoming events on the Salesforce homepage.', 'The chatter feed in Salesforce serves as an internal messaging tool.', 'Users must be assigned an active license and all usernames must be unique across all of the Salesforce network.', 'Deleted records are stored for up to 15 days, subject to the data storage limit.', 'Licenses work in a pooled format, with the ability to reassign freed-up licenses to replacements when a user leaves.', 'The process of creating a user in Salesforce involves filling out relevant fields, assigning licenses and profiles, and managing user settings.', 'Tabs can be added or removed by individual users, and web tabs can be added to access commonly requested websites.', 'Creating an app in Salesforce allows organizing tabs for different teams within an organization.', 'The ability to control tab visibility and add tabs to individual apps, enabling customization based on different user profiles and applications.', 'Creation of a customer service app in Salesforce.', 'Uploading a company logo to Salesforce.', 'Insights from the company information page.', 'System overview page in Salesforce.']}, {'end': 2837.135, 'segs': [{'end': 1850.673, 'src': 'embed', 'start': 1817.906, 'weight': 6, 'content': [{'end': 1820.229, 'text': "And I've got a variety of email templates to choose from.", 'start': 1817.906, 'duration': 2.323}, {'end': 1826.437, 'text': "So I'm just going to leave this as text, but you can also choose HTML or visual force and with or without letterhead.", 'start': 1820.349, 'duration': 6.088}, {'end': 1829.441, 'text': "For now, I'm just going to choose text and click next.", 'start': 1827.158, 'duration': 2.283}, {'end': 1839.627, 'text': 'So anytime you create a new email template, you always need to check this available for use checkbox.', 'start': 1834.304, 'duration': 5.323}, {'end': 1845.571, 'text': "If you want to make this template available, if it's not ready for others to select, then leave that checkbox unchecked.", 'start': 1839.787, 'duration': 5.784}, {'end': 1850.673, 'text': "In this case, we're going to choose, we're going to type out, you know, new, new lead, for example.", 'start': 1845.971, 'duration': 4.702}], 'summary': "Options for email templates include text, html, and visual force with or without letterhead. when creating a new email template, ensure the 'available for use' checkbox is checked.", 'duration': 32.767, 'max_score': 1817.906, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41817906.jpg'}, {'end': 1909.316, 'src': 'embed', 'start': 1862.904, 'weight': 5, 'content': [{'end': 1869.549, 'text': 'So now my email template is saved so I can come back over here and edit it and I can also add those merge fields.', 'start': 1862.904, 'duration': 6.645}, {'end': 1877.696, 'text': "So, for example, if I want to add in fields from leads, I can click on leads and select a field, let's say company,", 'start': 1869.609, 'duration': 8.087}, {'end': 1881.759, 'text': 'and then I can just really copy and paste that merge field right in there.', 'start': 1877.696, 'duration': 4.063}, {'end': 1886.583, 'text': "And then what's going to happen is, when United containers uses this email template,", 'start': 1881.779, 'duration': 4.804}, {'end': 1890.526, 'text': "it's going to pull in that company information from the lead right into the email template.", 'start': 1886.583, 'duration': 3.943}, {'end': 1895.548, 'text': 'Another area that they went ahead and set up would be the workflow rules.', 'start': 1892.406, 'duration': 3.142}, {'end': 1899.23, 'text': "So I'm going to click on Create and Workflow and Approvals.", 'start': 1895.628, 'duration': 3.602}, {'end': 1902.752, 'text': "And so you can see I've got some workflow rules here.", 'start': 1899.71, 'duration': 3.042}, {'end': 1909.316, 'text': 'I can click on New Rule and choose which object I want the rule to touch.', 'start': 1903.232, 'duration': 6.084}], 'summary': 'Email template and workflow rules set up, allowing for merge fields and object-specific rules.', 'duration': 46.412, 'max_score': 1862.904, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41862904.jpg'}, {'end': 1995.311, 'src': 'embed', 'start': 1934.988, 'weight': 0, 'content': [{'end': 1940.371, 'text': 'So if you log into the setup area over on the left-hand side, you can click on sandboxes.', 'start': 1934.988, 'duration': 5.383}, {'end': 1949.691, 'text': 'So here in Salesforce, I also have the ability to create a sandbox, which United Containers did in that particular case.', 'start': 1942.867, 'duration': 6.824}, {'end': 1954.193, 'text': 'So I can actually see here the different sandboxes that I have.', 'start': 1949.751, 'duration': 4.442}, {'end': 1958.175, 'text': 'I have just a developer sandbox set up in this particular instance.', 'start': 1954.694, 'duration': 3.481}, {'end': 1961.918, 'text': 'I can always refresh this or log in or even delete it.', 'start': 1959.096, 'duration': 2.822}, {'end': 1968.261, 'text': 'But just as part of that case study, you can have sandboxes in Salesforce for testing purposes.', 'start': 1962.398, 'duration': 5.863}, {'end': 1971.583, 'text': 'And we will talk about that a little bit later on in the course as well.', 'start': 1968.601, 'duration': 2.982}, {'end': 1983.481, 'text': 'Some of the key takeaways here is that Salesforce is a web-based customer relationship management software that allows users to log in from anywhere with an internet connection and browser.', 'start': 1974.013, 'duration': 9.468}, {'end': 1987.704, 'text': 'Salesforce offers a wide range of products suited for each organization.', 'start': 1984.061, 'duration': 3.643}, {'end': 1995.311, 'text': 'And the homepage consists of the sidebar and main area and users need to be assigned an active license to get access to the system.', 'start': 1988.405, 'duration': 6.906}], 'summary': 'Salesforce allows creation of sandboxes for testing. it is web-based crm software with various products and user access requirements.', 'duration': 60.323, 'max_score': 1934.988, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41934988.jpg'}, {'end': 2078.878, 'src': 'embed', 'start': 2020.857, 'weight': 1, 'content': [{'end': 2022.698, 'text': "Hi, I'm Debbie, a sales head.", 'start': 2020.857, 'duration': 1.841}, {'end': 2028.141, 'text': 'Our company has decided to implement Salesforce to manage inbound leads and follow-up reporting.', 'start': 2023.298, 'duration': 4.843}, {'end': 2030.383, 'text': 'We will be trained on Salesforce shortly.', 'start': 2028.482, 'duration': 1.901}, {'end': 2032.099, 'text': "Well, that's good.", 'start': 2031.459, 'duration': 0.64}, {'end': 2034.84, 'text': 'I believe it will also help them in their career growth.', 'start': 2032.319, 'duration': 2.521}, {'end': 2042.064, 'text': "However, I'm struggling to understand how Salesforce will help us to manage inbound leads and other aspects.", 'start': 2036.081, 'duration': 5.983}, {'end': 2045.025, 'text': "You know, Debbie, that's an excellent question.", 'start': 2043.044, 'duration': 1.981}, {'end': 2051.848, 'text': 'Companies looking for managing inbound leads and follow-up reporting are slowly moving to Salesforce for automating this process.', 'start': 2045.565, 'duration': 6.283}, {'end': 2058.231, 'text': 'Most sales teams are challenged with managing inbound leads, including assignment logging activities and follow-up.', 'start': 2052.588, 'duration': 5.643}, {'end': 2064.672, 'text': 'The leads object in Salesforce allows sales managers to assign inbound leads from websites through lead assignment rules.', 'start': 2058.931, 'duration': 5.741}, {'end': 2071.034, 'text': 'The activities object allows for the reporting of tasks such as outbound calls and events such as in-person meetings.', 'start': 2065.313, 'duration': 5.721}, {'end': 2076.297, 'text': 'Lastly, reports can be created to display closing rates and average length of sales cycles.', 'start': 2071.755, 'duration': 4.542}, {'end': 2078.878, 'text': "Great, I can't wait to get started.", 'start': 2077.318, 'duration': 1.56}], 'summary': 'Sales team implementing salesforce to manage inbound leads and reporting, training soon. salesforce will automate lead management, reporting tasks, and create reports for closing rates and sales cycles.', 'duration': 58.021, 'max_score': 2020.857, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p42020857.jpg'}], 'start': 1586.615, 'title': 'Salesforce lead management', 'summary': 'Covers salesforce licenses, updating fiscal years, and business hours, with insights on allocated characters and api requests; creating email templates, workflow rules, and sandboxes; managing inbound leads, lead assignment rules, activities object, and creating campaigns; and salesforce lead management tools including import, mass delete, transfer, mass email, and mass add leads to campaign, along with list views customization.', 'chapters': [{'end': 1792.685, 'start': 1586.615, 'title': 'Salesforce license and fiscal year update', 'summary': 'Covers salesforce licenses, including a demonstration of updating the fiscal year and business hours, with insights on allocated characters and api requests.', 'duration': 206.07, 'highlights': ['Demonstrating the ability to have up to 3 million characters in Salesforce for code, with the current usage at about 49,000, indicating less than 2% utilization. The speaker mentions the capacity to have 3 million characters in Salesforce for code, with the current usage at approximately 49,000, reflecting under 2% usage.', 'Discussion of the number of API requests, which currently stands at 232, providing insight into resource utilization. The speaker provides information on the number of API requests, currently at 232, offering insights into resource consumption.', 'Explanation of the significance of Salesforce licenses and their distinction from force.com licenses, with the speaker having three Salesforce licenses for comprehensive access. The speaker explains the significance of Salesforce licenses, differentiating them from force.com licenses and stating the possession of three Salesforce licenses for comprehensive access.', 'Demonstration of updating the fiscal year in Salesforce, emphasizing the impact on report accuracy and the ability to customize fiscal year start and end months. The speaker demonstrates the process of updating the fiscal year in Salesforce, highlighting its influence on report accuracy and the customization options for fiscal year start and end months.', 'Explanation of the significance of updating business hours in Salesforce for tracking cases and leads, with the ability to customize hours for different days of the week. The speaker explains the importance of updating business hours in Salesforce for tracking cases and leads, highlighting the customization capabilities for different days of the week.']}, {'end': 1971.583, 'start': 1792.785, 'title': 'Using salesforce: email templates, workflow rules, and sandboxes', 'summary': 'Covers creating an email template, including selecting template types, adding merge fields, and making it available for use; setting up workflow rules to trigger email alerts, tasks, and field updates; and creating sandboxes for testing purposes.', 'duration': 178.798, 'highlights': ['Creating an email template involves selecting a template type (text, HTML, visual force), making it available for use, and adding merge fields from leads, with an example of adding the company field, which pulls in information from the lead right into the email template.', 'Setting up workflow rules allows triggering email alerts, tasks, field updates, or outbound messages, offering flexibility in automating processes and managing workflows.', 'Creating sandboxes in Salesforce enables users to have testing environments, with the ability to create, refresh, log in, and delete sandboxes for testing purposes.']}, {'end': 2180.848, 'start': 1974.013, 'title': 'Salesforce for managing inbound leads', 'summary': 'Covers how salesforce helps in managing inbound leads and follow-up reporting, including features like lead assignment rules, activities object, and creating campaigns.', 'duration': 206.835, 'highlights': ['Salesforce offers web-based CRM software for managing inbound leads and follow-up reporting Salesforce is a web-based customer relationship management software that allows users to log in from anywhere with an internet connection and browser.', 'Features of Salesforce for managing inbound leads include lead assignment rules and activities object The leads object in Salesforce allows sales managers to assign inbound leads from websites through lead assignment rules. The activities object allows for the reporting of tasks such as outbound calls and events such as in-person meetings.', 'Overview of the Leads homepage in Salesforce The chapter provides an overview of the Leads homepage in Salesforce, including features like viewing lists of data, importing leads, transferring leads, and using the mass email leads tool.']}, {'end': 2837.135, 'start': 2181.649, 'title': 'Salesforce lead management tools', 'summary': 'Covers salesforce lead management tools including import, mass delete, transfer, mass email, and mass add leads to campaign. it also explains list views and how to create and use them in salesforce, emphasizing the ability to filter and customize lists.', 'duration': 655.486, 'highlights': ['The chapter covers Salesforce lead management tools including import, mass delete, transfer, mass email, and mass add leads to campaign. It explains the functionalities and importance of each tool, providing an overview of their usage within Salesforce.', 'It also explains list views and how to create and use them in Salesforce, emphasizing the ability to filter and customize lists. It provides details on the features of list views, such as filtering based on type, criteria, campaign, and ownership, as well as the ability to customize security, display, and visibility.']}], 'duration': 1250.52, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p41586615.jpg', 'highlights': ['Demonstrating the ability to have up to 3 million characters in Salesforce for code, with the current usage at about 49,000, indicating less than 2% utilization.', 'Discussion of the number of API requests, which currently stands at 232, providing insight into resource utilization.', 'Demonstration of updating the fiscal year in Salesforce, emphasizing the impact on report accuracy and the ability to customize fiscal year start and end months.', 'Explanation of the significance of Salesforce licenses and their distinction from force.com licenses, with the speaker having three Salesforce licenses for comprehensive access.', 'Explanation of the significance of updating business hours in Salesforce for tracking cases and leads, with the ability to customize hours for different days of the week.', 'Creating an email template involves selecting a template type (text, HTML, visual force), making it available for use, and adding merge fields from leads, with an example of adding the company field.', 'Setting up workflow rules allows triggering email alerts, tasks, field updates, or outbound messages, offering flexibility in automating processes and managing workflows.', 'Creating sandboxes in Salesforce enables users to have testing environments, with the ability to create, refresh, log in, and delete sandboxes for testing purposes.', 'Salesforce offers web-based CRM software for managing inbound leads and follow-up reporting Salesforce is a web-based customer relationship management software that allows users to log in from anywhere with an internet connection and browser.', 'Features of Salesforce for managing inbound leads include lead assignment rules and activities object The leads object in Salesforce allows sales managers to assign inbound leads from websites through lead assignment rules.', 'Overview of the Leads homepage in Salesforce The chapter provides an overview of the Leads homepage in Salesforce, including features like viewing lists of data, importing leads, transferring leads, and using the mass email leads tool.', 'The chapter covers Salesforce lead management tools including import, mass delete, transfer, mass email, and mass add leads to campaign.', 'It also explains list views and how to create and use them in Salesforce, emphasizing the ability to filter and customize lists.']}, {'end': 4604.922, 'segs': [{'end': 2999.503, 'src': 'embed', 'start': 2968.74, 'weight': 1, 'content': [{'end': 2972.284, 'text': 'And in other cases, there might be pre-qualification questions.', 'start': 2968.74, 'duration': 3.544}, {'end': 2978.452, 'text': "For example, if you work for a real estate company and you're wanting to help someone buy a house,", 'start': 2972.805, 'duration': 5.647}, {'end': 2982.973, 'text': "and both of the people that want to buy the house don't have jobs, well,", 'start': 2979.131, 'duration': 3.842}, {'end': 2988.697, 'text': "they would probably never make it past a lead because they're not even qualified to actually make that purchase.", 'start': 2982.973, 'duration': 5.724}, {'end': 2991.658, 'text': "So, you know, that's what a lead is for.", 'start': 2989.417, 'duration': 2.241}, {'end': 2999.503, 'text': "Whereas accounts, contacts and opportunities, which we'll talk about here shortly, that is for your active and, or you know,", 'start': 2992.219, 'duration': 7.284}], 'summary': 'Leads filter out unqualified prospects, ensuring efficient use of resources.', 'duration': 30.763, 'max_score': 2968.74, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p42968740.jpg'}, {'end': 3133.947, 'src': 'embed', 'start': 3106.568, 'weight': 9, 'content': [{'end': 3113.615, 'text': "I'm going to call this guy and I'm going to see if they're interested in actually making a purchase or where they're at in the process.", 'start': 3106.568, 'duration': 7.047}, {'end': 3119.481, 'text': 'Now, once they do that, they can come down here and log a call, make any notes they want to make and click save.', 'start': 3114.156, 'duration': 5.325}, {'end': 3122.579, 'text': "And then it'll log that a call happened.", 'start': 3120.998, 'duration': 1.581}, {'end': 3129.404, 'text': 'So again, a lead is really a placeholder for those initial prospects, those unqualified prospects.', 'start': 3122.639, 'duration': 6.765}, {'end': 3133.947, 'text': "Now, when you're ready to convert, you'd click on this convert button.", 'start': 3130.285, 'duration': 3.662}], 'summary': 'Tracking leads and conversions, log calls and notes for prospects.', 'duration': 27.379, 'max_score': 3106.568, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p43106568.jpg'}, {'end': 3314.151, 'src': 'embed', 'start': 3285.174, 'weight': 7, 'content': [{'end': 3289.957, 'text': 'So the bottom line is the account in Salesforce represents the company.', 'start': 3285.174, 'duration': 4.783}, {'end': 3292.959, 'text': 'The next one here is the opportunity name.', 'start': 3291.218, 'duration': 1.741}, {'end': 3297.261, 'text': 'So we also have the ability to check this do not create a new opportunity checkbox.', 'start': 3293.039, 'duration': 4.222}, {'end': 3300.023, 'text': "In this case, I'm gonna leave it unchecked as the default.", 'start': 3297.601, 'duration': 2.422}, {'end': 3304.245, 'text': 'Now the opportunity represents the sale or that potential transaction.', 'start': 3300.643, 'duration': 3.602}, {'end': 3307.687, 'text': 'So what exactly do I mean by that?', 'start': 3305.686, 'duration': 2.001}, {'end': 3314.151, 'text': 'So opportunities actually represent your sales and your sales efforts.', 'start': 3307.767, 'duration': 6.384}], 'summary': 'Salesforce account represents the company, opportunity represents sales efforts.', 'duration': 28.977, 'max_score': 3285.174, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p43285174.jpg'}, {'end': 3512.405, 'src': 'embed', 'start': 3480.408, 'weight': 2, 'content': [{'end': 3484.608, 'text': "it's really there to determine what type of record you want to create.", 'start': 3480.408, 'duration': 4.2}, {'end': 3488.109, 'text': "So there's a lot of advantages to using record types.", 'start': 3484.688, 'duration': 3.421}, {'end': 3491.49, 'text': "For now, I'm just going to leave this selected as client and click on continue.", 'start': 3488.149, 'duration': 3.341}, {'end': 3495.591, 'text': "So now I'm on a new account page.", 'start': 3493.51, 'duration': 2.081}, {'end': 3504.199, 'text': 'So what I would need to do here is just start typing in what I want the actual account name to be And any other required field.', 'start': 3495.831, 'duration': 8.368}, {'end': 3512.405, 'text': "So in this case, I'm going to choose, you know, corporate, I'm going to choose a website, truckparts.com, probably a real website.", 'start': 3504.239, 'duration': 8.166}], 'summary': 'Exploring advantages of using record types to create a new account, entering details like account name, type, and website.', 'duration': 31.997, 'max_score': 3480.408, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p43480408.jpg'}, {'end': 3594.69, 'src': 'heatmap', 'start': 3455.856, 'weight': 0, 'content': [{'end': 3462.54, 'text': 'Now on this tab you can see very similar to the leads home tab which we just got done with.', 'start': 3455.856, 'duration': 6.684}, {'end': 3467.103, 'text': 'You can see the different recent records and reports down here and tools.', 'start': 3463.08, 'duration': 4.023}, {'end': 3471.706, 'text': "I'm just going to jump right to creating a new account and click on this new button.", 'start': 3467.843, 'duration': 3.863}, {'end': 3475.327, 'text': "Now on this page, I'm being prompted to choose a record type.", 'start': 3472.666, 'duration': 2.661}, {'end': 3480.408, 'text': "We're actually going to talk about record types later on, but, as the name implies,", 'start': 3475.647, 'duration': 4.761}, {'end': 3484.608, 'text': "it's really there to determine what type of record you want to create.", 'start': 3480.408, 'duration': 4.2}, {'end': 3488.109, 'text': "So there's a lot of advantages to using record types.", 'start': 3484.688, 'duration': 3.421}, {'end': 3491.49, 'text': "For now, I'm just going to leave this selected as client and click on continue.", 'start': 3488.149, 'duration': 3.341}, {'end': 3495.591, 'text': "So now I'm on a new account page.", 'start': 3493.51, 'duration': 2.081}, {'end': 3504.199, 'text': 'So what I would need to do here is just start typing in what I want the actual account name to be And any other required field.', 'start': 3495.831, 'duration': 8.368}, {'end': 3512.405, 'text': "So in this case, I'm going to choose, you know, corporate, I'm going to choose a website, truckparts.com, probably a real website.", 'start': 3504.239, 'duration': 8.166}, {'end': 3518.549, 'text': "And then in industry here, I can choose, you know, I don't know, let's say transportation and click save.", 'start': 3512.485, 'duration': 6.064}, {'end': 3525.279, 'text': "Now what that's gonna do is it's gonna create a new account record.", 'start': 3522.216, 'duration': 3.063}, {'end': 3528.661, 'text': "So on this account record, you can see I've got some other fields.", 'start': 3525.379, 'duration': 3.282}, {'end': 3533.585, 'text': 'So I can also open up the billing street and billing address box.', 'start': 3528.721, 'duration': 4.864}, {'end': 3536.988, 'text': 'So here I can put in the actual address.', 'start': 3534.006, 'duration': 2.982}, {'end': 3539.89, 'text': "And if you don't have all the information, that's fine.", 'start': 3537.608, 'duration': 2.282}, {'end': 3542.612, 'text': 'You can just type in what you know and then save.', 'start': 3539.95, 'duration': 2.662}, {'end': 3547.817, 'text': 'So you can start to really build out the profile of the business right on this account record here.', 'start': 3542.653, 'duration': 5.164}, {'end': 3555.201, 'text': "The next thing we're going to talk about is creating contacts on those specific accounts.", 'start': 3550.663, 'duration': 4.538}, {'end': 3558.493, 'text': 'So the features of a contact are quite simple.', 'start': 3556.232, 'duration': 2.261}, {'end': 3563.256, 'text': 'This is really what CRM systems were designed around from the beginning.', 'start': 3558.553, 'duration': 4.703}, {'end': 3566.037, 'text': 'They store information on individuals.', 'start': 3563.276, 'duration': 2.761}, {'end': 3569.059, 'text': 'You can log interactions such as tasks and events.', 'start': 3566.597, 'duration': 2.462}, {'end': 3571.66, 'text': 'You can also sync them with Outlook or Gmail.', 'start': 3569.699, 'duration': 1.961}, {'end': 3575.502, 'text': "You can also do that on leads, but it's primarily done on contacts,", 'start': 3572.08, 'duration': 3.422}, {'end': 3581.125, 'text': 'because the contacts that you have are the actual individuals you really want to be talking to.', 'start': 3575.502, 'duration': 5.623}, {'end': 3588.206, 'text': "So we're gonna jump into Salesforce again here and we're actually going to create a new contact.", 'start': 3583.143, 'duration': 5.063}, {'end': 3591.348, 'text': "So we're at my Truck Parts Inc account.", 'start': 3588.246, 'duration': 3.102}, {'end': 3594.69, 'text': "So now I'm gonna click on the new contact button.", 'start': 3591.969, 'duration': 2.721}], 'summary': 'Creating a new account and contact in salesforce, entering details for a new account, and discussing the features of contacts.', 'duration': 44.027, 'max_score': 3455.856, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p43455856.jpg'}, {'end': 4280.97, 'src': 'embed', 'start': 4255.65, 'weight': 11, 'content': [{'end': 4261.355, 'text': "it's going to go back to your Outlook application or back to Gmail or wherever you're using email for work.", 'start': 4255.65, 'duration': 5.705}, {'end': 4269.663, 'text': "So just because you have the ability to send an email doesn't mean that there's a tab in here for your inbox to receive all your inbound emails.", 'start': 4261.896, 'duration': 7.767}, {'end': 4280.97, 'text': 'Now there are some apps on the AppExchange that allow you to do something similar to that where you can send and receive emails from within Salesforce.', 'start': 4271.246, 'duration': 9.724}], 'summary': 'Salesforce integrates with email applications like outlook and gmail, and there are apps on the appexchange for sending and receiving emails within salesforce.', 'duration': 25.32, 'max_score': 4255.65, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p44255650.jpg'}], 'start': 2837.155, 'title': 'Salesforce leads, conversions, and email templates', 'summary': 'Explains the purpose of leads in salesforce, criteria for qualified leads, converting leads to accounts and opportunities, creating email templates, and sending emails, covering various functionalities and important considerations.', 'chapters': [{'end': 3220.525, 'start': 2837.155, 'title': 'Salesforce leads and conversions', 'summary': 'Explains the purpose of leads in salesforce as a holding area for cold prospects, the criteria for determining qualified leads, and the process of creating and converting leads, emphasizing the importance of data quality. it also clarifies the distinction between creating a new view and a new lead in salesforce.', 'duration': 383.37, 'highlights': ['Leads in Salesforce serve as a holding area for cold prospects, helping to qualify potential customers, and the process of converting a lead into an opportunity is outlined. Leads in Salesforce act as a holding area for cold prospects, and the process of converting a lead into an opportunity is explained. It emphasizes the importance of qualifying potential customers.', 'The criteria for determining qualified leads is discussed, suggesting that 5-10% of leads being qualified may indicate them as leads, while 30% being qualified may classify them as opportunities. The criteria for determining qualified leads is discussed, suggesting that 5-10% of leads being qualified may indicate them as leads, while 30% being qualified may classify them as opportunities.', 'The process of creating and converting leads is outlined, emphasizing the importance of data quality and the required fields, such as the company name, in Salesforce. The process of creating and converting leads is outlined, emphasizing the importance of data quality and the required fields, such as the company name, in Salesforce.', 'Clarification is provided on the distinction between creating a new view and a new lead in Salesforce, addressing the potential confusion for Salesforce users. Clarification is provided on the distinction between creating a new view and a new lead in Salesforce, addressing the potential confusion for Salesforce users.']}, {'end': 3639.832, 'start': 3221.065, 'title': 'Salesforce basics: leads, accounts, and opportunities', 'summary': 'Covers the process of converting leads to accounts and opportunities in salesforce, emphasizing the importance of accounts as the cornerstone record and the functionalities of creating new accounts and contacts.', 'duration': 418.767, 'highlights': ["Accounts represent the company or organization you're working with, and the account name is the only required field when creating a new account in Salesforce. Accounts in Salesforce represent the business, organization, or household, and the account name is the only required field when creating a new account.", 'Opportunities in Salesforce represent sales and sales efforts, including the potential transactions, and can be created when converting a lead unless specified otherwise. Opportunities in Salesforce represent sales and sales efforts, including potential transactions, and are created when converting a lead unless specified otherwise.', 'The process of creating contacts on specific accounts is crucial, as contacts store information on individuals and are essential for communication and interaction within the CRM system. Creating contacts on specific accounts is crucial, as contacts store information on individuals and are essential for communication and interaction within the CRM system.']}, {'end': 3916.037, 'start': 3639.892, 'title': 'Salesforce email template creation', 'summary': 'Discusses the creation of email templates in salesforce, covering the features of plain text and html versions, the process of creating a text email template in salesforce, and the inclusion of field data and merge fields in the template.', 'duration': 276.145, 'highlights': ['The chapter discusses the creation of email templates in Salesforce, covering the features of plain text and HTML versions. ', 'The process of creating a text email template in Salesforce is explained, including the options available and the necessary fields to be filled. ', 'The inclusion of field data and merge fields in the email template for dynamic content based on opportunities is demonstrated. ']}, {'end': 4604.922, 'start': 3917.554, 'title': 'Salesforce email functionality', 'summary': 'Covers the basics of creating and sending emails in salesforce, including attaching files to email templates, organizing email templates into folders, sending individual emails with pre-existing templates or free-form, adding attachments and cc/bcc, and sending mass emails with important considerations such as recipient limits and email tracking.', 'duration': 687.368, 'highlights': ['Attaching files to email templates Users can attach files such as company brochures and catalogs directly to email templates, allowing recipients to view the attachments when they receive the email.', 'Organizing email templates into folders Users can create and organize email templates into different folders, facilitating easy access and reference for users within the system.', 'Sending individual emails with pre-existing templates or free-form Users can choose to use pre-existing templates or free-form type out the content for individual emails, with the ability to attach files, add CC/BCC, and choose between HTML or text format.', 'Sending mass emails with important considerations Users can send mass emails with important considerations such as recipient limits, email tracking, and the requirement to use pre-created email templates, allowing for targeted emailing based on specific criteria.']}], 'duration': 1767.767, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p42837155.jpg', 'highlights': ['Leads in Salesforce serve as a holding area for cold prospects, helping to qualify potential customers, and the process of converting a lead into an opportunity is outlined.', 'The criteria for determining qualified leads is discussed, suggesting that 5-10% of leads being qualified may indicate them as leads, while 30% being qualified may classify them as opportunities.', 'The process of creating and converting leads is outlined, emphasizing the importance of data quality and the required fields, such as the company name, in Salesforce.', 'Clarification is provided on the distinction between creating a new view and a new lead in Salesforce, addressing the potential confusion for Salesforce users.', "Accounts represent the company or organization you're working with, and the account name is the only required field when creating a new account in Salesforce.", 'Opportunities in Salesforce represent sales and sales efforts, including the potential transactions, and can be created when converting a lead unless specified otherwise.', 'The process of creating contacts on specific accounts is crucial, as contacts store information on individuals and are essential for communication and interaction within the CRM system.', 'The chapter discusses the creation of email templates in Salesforce, covering the features of plain text and HTML versions.', 'The process of creating a text email template in Salesforce is explained, including the options available and the necessary fields to be filled.', 'The inclusion of field data and merge fields in the email template for dynamic content based on opportunities is demonstrated.', 'Attaching files to email templates Users can attach files such as company brochures and catalogs directly to email templates, allowing recipients to view the attachments when they receive the email.', 'Organizing email templates into folders Users can create and organize email templates into different folders, facilitating easy access and reference for users within the system.', 'Sending individual emails with pre-existing templates or free-form Users can choose to use pre-existing templates or free-form type out the content for individual emails, with the ability to attach files, add CC/BCC, and choose between HTML or text format.', 'Sending mass emails with important considerations Users can send mass emails with important considerations such as recipient limits, email tracking, and the requirement to use pre-created email templates, allowing for targeted emailing based on specific criteria.']}, {'end': 6247.864, 'segs': [{'end': 5140.684, 'src': 'embed', 'start': 5101.417, 'weight': 0, 'content': [{'end': 5112.479, 'text': 'So what I just did is, whenever this widget is added to an opportunity, using this price book, instead of using that $5,000 standard price,', 'start': 5101.417, 'duration': 11.062}, {'end': 5114.579, 'text': "it's going to use the $2,000 standard price.", 'start': 5112.479, 'duration': 2.1}, {'end': 5123.361, 'text': 'So that gives users and managers the ability to say, I want specific pricing based on certain scenarios.', 'start': 5115.159, 'duration': 8.202}, {'end': 5131.703, 'text': 'So again, you can add those price books to an opportunity and then grab products, you know, on a per price book basis.', 'start': 5123.841, 'duration': 7.862}, {'end': 5133.083, 'text': "So, so that's what that's for.", 'start': 5131.723, 'duration': 1.36}, {'end': 5134.183, 'text': "And now you're done.", 'start': 5133.483, 'duration': 0.7}, {'end': 5137.064, 'text': "So we've created the product with the product name.", 'start': 5134.303, 'duration': 2.761}, {'end': 5139.004, 'text': "You have a product code and it's active.", 'start': 5137.084, 'duration': 1.92}, {'end': 5140.684, 'text': 'Make sure to check that active checkbox.', 'start': 5139.044, 'duration': 1.64}], 'summary': 'Custom pricing feature allows users to set specific pricing based on scenarios, reducing standard price from $5,000 to $2,000.', 'duration': 39.267, 'max_score': 5101.417, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45101417.jpg'}, {'end': 5235.439, 'src': 'embed', 'start': 5206.104, 'weight': 1, 'content': [{'end': 5209.65, 'text': "So now we're going to jump into Salesforce and actually create an opportunity.", 'start': 5206.104, 'duration': 3.546}, {'end': 5212.535, 'text': "So I'm logged in here.", 'start': 5211.473, 'duration': 1.062}, {'end': 5214.038, 'text': "I'm back at the home home tab.", 'start': 5212.555, 'duration': 1.483}, {'end': 5217.887, 'text': 'What I need to do is start by clicking on an account.', 'start': 5215.185, 'duration': 2.702}, {'end': 5222.49, 'text': 'So on this account record, I can actually click this new opportunity button.', 'start': 5218.007, 'duration': 4.483}, {'end': 5226.453, 'text': 'You can also create an opportunity from the opportunities tab.', 'start': 5222.931, 'duration': 3.522}, {'end': 5228.735, 'text': 'So I can click on that tab and click new here.', 'start': 5226.513, 'duration': 2.222}, {'end': 5235.439, 'text': 'The trouble with that is that you do need to link it to an account of some type most of the time.', 'start': 5229.515, 'duration': 5.924}], 'summary': 'Creating an opportunity in salesforce involves linking it to an account, either from the account record or opportunities tab.', 'duration': 29.335, 'max_score': 5206.104, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45206104.jpg'}, {'end': 5389.229, 'src': 'heatmap', 'start': 5250.948, 'weight': 0.811, 'content': [{'end': 5257.412, 'text': "You can just create it directly from the opportunities tab, but a lot of times there's confusion over which account was used,", 'start': 5250.948, 'duration': 6.464}, {'end': 5262.975, 'text': "and if there's accounts with similar names or duplicate names, you might actually link the opportunity to the wrong account.", 'start': 5257.412, 'duration': 5.563}, {'end': 5269.42, 'text': "If you use my method, then you're going through the account and so it's linked and you know it's a sure thing.", 'start': 5264.255, 'duration': 5.165}, {'end': 5273.103, 'text': "So at this point, I've got a couple of different required fields here.", 'start': 5270.041, 'duration': 3.062}, {'end': 5277.326, 'text': "So I've got, for example, like primary contact and referred by.", 'start': 5273.163, 'duration': 4.163}, {'end': 5281.51, 'text': "So I'm just going to fill those in and click save so I can keep on moving through.", 'start': 5277.346, 'duration': 4.164}, {'end': 5285.393, 'text': 'So if you look here, this is exactly what I was referring to.', 'start': 5282.15, 'duration': 3.243}, {'end': 5290.376, 'text': 'By filling in those fields, you might have multiple records associated.', 'start': 5286.133, 'duration': 4.243}, {'end': 5293.799, 'text': 'When this happens, you need to click on this lookup field.', 'start': 5290.817, 'duration': 2.982}, {'end': 5302.007, 'text': "And then you need to actually manually select which particular contact you're talking about and then click Save.", 'start': 5295.162, 'duration': 6.845}, {'end': 5307.611, 'text': 'So once you click Save, your opportunity is going to be saved.', 'start': 5304.169, 'duration': 3.442}, {'end': 5315.036, 'text': "And so what happens there is you're looking at this opportunity from a viewing perspective rather than edit.", 'start': 5307.651, 'duration': 7.385}, {'end': 5319.92, 'text': 'Over here on the right-hand side, you can then do things like adjust the dollar amount.', 'start': 5315.577, 'duration': 4.343}, {'end': 5322.642, 'text': 'You can also adjust the stage of the close date.', 'start': 5320.32, 'duration': 2.322}, {'end': 5326.628, 'text': 'So for example, here, I want to change the stage to proposal.', 'start': 5323.106, 'duration': 3.522}, {'end': 5332.032, 'text': "I want to change the close date to let's say, you know, December 31st, and I want to save.", 'start': 5327.149, 'duration': 4.883}, {'end': 5338.396, 'text': "So here, what this means is that you've got a couple of required fields.", 'start': 5334.674, 'duration': 3.722}, {'end': 5343.92, 'text': 'So if I click edit again, you can see that, you know, close dates required, stages required.', 'start': 5338.436, 'duration': 5.484}, {'end': 5350.934, 'text': "So what would happen if I then remove that close date and tried to save? You would see that it's a required field.", 'start': 5343.98, 'duration': 6.954}, {'end': 5360.018, 'text': "So the close date is another area in Salesforce where, you know, a lot of Salesforce customers are confused or they're not exactly sure how to use it.", 'start': 5350.994, 'duration': 9.024}, {'end': 5364.98, 'text': 'Really, that close date should be the actual close date or the forecasted close date.', 'start': 5360.598, 'duration': 4.382}, {'end': 5377.652, 'text': 'And it would be great if there would be some way to rename it to be forecasted close date before the opportunity was signed and then the name changes to actual close date once it is signed.', 'start': 5365.738, 'duration': 11.914}, {'end': 5380.576, 'text': "Salesforce doesn't do that though, but that's essentially what it's for.", 'start': 5378.033, 'duration': 2.543}, {'end': 5389.229, 'text': "If the opportunity hasn't been signed, hasn't been won, then you need to choose a close date that best represents when that will happen.", 'start': 5382.043, 'duration': 7.186}], 'summary': 'Method simplifies linking opportunities to accounts, filling required fields, and adjusting dollar amount and close date in salesforce.', 'duration': 138.281, 'max_score': 5250.948, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45250948.jpg'}, {'end': 5465.751, 'src': 'embed', 'start': 5439.557, 'weight': 11, 'content': [{'end': 5444.56, 'text': "Now, when you go to actually mark this as closed one, for example, that's when it matters.", 'start': 5439.557, 'duration': 5.003}, {'end': 5451.624, 'text': 'So when you get, you know, a signature on the dotted line, you need to make sure that the close date is reflective of when it was actually signed.', 'start': 5444.64, 'duration': 6.984}, {'end': 5456.827, 'text': "So here, for example, I'm going to click save and then you know what it's going to do.", 'start': 5452.084, 'duration': 4.743}, {'end': 5460.809, 'text': "is it's going to allow me to save, as you know, closed one as well as the close date?", 'start': 5456.827, 'duration': 3.982}, {'end': 5463.63, 'text': "Here I'm being prompted to choose a project value.", 'start': 5461.209, 'duration': 2.421}, {'end': 5465.751, 'text': "So here I'm going to choose 500 and then click save.", 'start': 5463.69, 'duration': 2.061}], 'summary': 'Ensure close date reflects actual signing date, prompting for project value of 500.', 'duration': 26.194, 'max_score': 5439.557, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45439557.jpg'}, {'end': 5585.11, 'src': 'embed', 'start': 5501.479, 'weight': 2, 'content': [{'end': 5505.68, 'text': 'I can also adjust the sales price, the date, anything else like the line description.', 'start': 5501.479, 'duration': 4.201}, {'end': 5512.982, 'text': "And then at this point I can click save and then what'll happen is those products are then added to the opportunity.", 'start': 5506.28, 'duration': 6.702}, {'end': 5517.623, 'text': 'Now, if you look here, I can no longer edit this amount field.', 'start': 5513.542, 'duration': 4.081}, {'end': 5520.843, 'text': "Even if I click on the edit button, it's gonna be locked.", 'start': 5518.063, 'duration': 2.78}, {'end': 5527.285, 'text': 'And so what happens is when you add products to an opportunity, it locks that amount field.', 'start': 5520.963, 'duration': 6.322}, {'end': 5533.741, 'text': "And so you can't change it unless you remove these products from the opportunity.", 'start': 5528.379, 'duration': 5.362}, {'end': 5538.343, 'text': "But it's very easy to add those products and then you can go back and run reports on them and all of that.", 'start': 5534.081, 'duration': 4.262}, {'end': 5543.485, 'text': "So essentially that's how you create an opportunity as well as adding products down below.", 'start': 5538.863, 'duration': 4.622}, {'end': 5549.247, 'text': "Now, when I clicked add product before, I wasn't prompted to choose a price book.", 'start': 5544.185, 'duration': 5.062}, {'end': 5553.628, 'text': 'Now, if you have more than one active price book, you will be prompted.', 'start': 5549.747, 'duration': 3.881}, {'end': 5556.569, 'text': "But if you only have one price book, you won't be prompted.", 'start': 5554.048, 'duration': 2.521}, {'end': 5563.871, 'text': "So if you're in a business where your pricing is sort of streamlined, then you'll never be asked which price book to use.", 'start': 5556.669, 'duration': 7.202}, {'end': 5571.295, 'text': "But again going back to that retail versus wholesale scenario, if you've got more than one price book, you'll be prompted to choose one,", 'start': 5564.251, 'duration': 7.044}, {'end': 5576.981, 'text': 'and then the products and the pricing will be made available to be added to this opportunity likewise.', 'start': 5571.295, 'duration': 5.686}, {'end': 5585.11, 'text': "The next thing we're going to go over here is creating activities in Salesforce.", 'start': 5581.286, 'duration': 3.824}], 'summary': 'Salesforce allows adding products to opportunities, locking the amount field, and selecting price books when multiple are available.', 'duration': 83.631, 'max_score': 5501.479, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45501479.jpg'}, {'end': 5886.293, 'src': 'embed', 'start': 5858.174, 'weight': 8, 'content': [{'end': 5862.597, 'text': 'And then I could click on the lookup glass and select the right contact and all of that.', 'start': 5858.174, 'duration': 4.423}, {'end': 5868.461, 'text': "Usually it's better to just have users go right to the record in question.", 'start': 5863.818, 'duration': 4.643}, {'end': 5876.686, 'text': "That way there's no confusion as to who the event is with and then actually create the event off of that specific record.", 'start': 5869.161, 'duration': 7.525}, {'end': 5882.07, 'text': "That way there's just no confusion because it's really easy for users to misselect records.", 'start': 5876.746, 'duration': 5.324}, {'end': 5886.293, 'text': 'what the opportunity is or what the account is.', 'start': 5883.991, 'duration': 2.302}], 'summary': 'Simplify event creation by having users go directly to the specific record to avoid confusion and misselection.', 'duration': 28.119, 'max_score': 5858.174, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p45858174.jpg'}, {'end': 6175.05, 'src': 'embed', 'start': 6150.536, 'weight': 3, 'content': [{'end': 6159.059, 'text': "However, something to keep in mind is that if you've got lead assignment rules that you want to run, when a new lead comes in,", 'start': 6150.536, 'duration': 8.523}, {'end': 6162.06, 'text': "you need to make sure you're collecting that relevant information.", 'start': 6159.059, 'duration': 3.001}, {'end': 6165.121, 'text': "So let's say you're creating lead assignment rules based on the state.", 'start': 6162.12, 'duration': 3.001}, {'end': 6169.084, 'text': 'where geographically did that lead come in from, from their state.', 'start': 6165.621, 'duration': 3.463}, {'end': 6175.05, 'text': 'You should include that, that way you can actually capture it and then write a lead assignment rule based on it.', 'start': 6169.525, 'duration': 5.525}], 'summary': 'Collect relevant information for lead assignment rules, e.g. state-based rules.', 'duration': 24.514, 'max_score': 6150.536, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p46150536.jpg'}], 'start': 4608.163, 'title': 'Salesforce sales and activity management', 'summary': 'Covers creating custom price books, adding products, managing opportunities, linking activities to records, and creating web-to-lead forms in salesforce. it emphasizes logical organization for different pricing models, effective sales pipeline management, and lead collection from websites into salesforce.', 'chapters': [{'end': 4954.597, 'start': 4608.163, 'title': 'Creating price books in salesforce', 'summary': 'Discusses creating custom price books in salesforce for tracking pricing on individual products, with the ability to customize pricing for wholesale versus retail, and adding products to specific price books to maintain different rates, ensuring logical organization for different pricing models, and the ability to archive price books instead of deleting them.', 'duration': 346.434, 'highlights': ['Creating custom price books Salesforce customers primarily use custom price books, offering more flexibility and customization, while standard price books come with Salesforce out of the box.', 'Adding products to price books Products can be added to specific price books, allowing for different rates for the same products under different situations, such as wholesale versus retail pricing.', 'Logical organization of price books Price books should be logically organized to ensure that when adding a product to an opportunity, the specific pricing model from the chosen price book is inherited for the products added.', 'Archiving price books The ability to archive price books instead of deleting them is emphasized to maintain data integrity and avoid complications with reports and other records.', 'Product records in Salesforce Product records in Salesforce allow tracking of products and services, enabling creation of a catalog, addition to opportunities and quotes, and in-depth reporting, including cost reporting and custom fields for cost analysis.']}, {'end': 5543.485, 'start': 4954.697, 'title': 'Salesforce product creation and opportunity management', 'summary': 'Explains the process of creating a product in salesforce, including adding it to a price book, and then delves into the creation of opportunities, emphasizing the importance of linking opportunities to accounts and accurately setting close dates, with the goal of effectively managing sales pipelines and leveraging salesforce for sales forecasting and reporting, such as win rates and sales effectiveness.', 'duration': 588.788, 'highlights': ['The process of creating a product in Salesforce involves adding it to a price book, which allows for different pricing scenarios based on specific opportunities. Adding a product to a price book enables different pricing scenarios, providing flexibility for specific opportunities, and enhancing sales effectiveness.', 'Opportunities in Salesforce enable tracking of sales, potential sales, and forecasting through reports on close dates, dollar amounts, stages, products, discounts, win rates, and overall sales effectiveness. Opportunities in Salesforce facilitate tracking of sales and potential sales through comprehensive reports on various aspects including close dates, dollar amounts, stages, products, discounts, win rates, and overall sales effectiveness.', 'The importance of linking opportunities to accounts in Salesforce to ensure accurate data and effective pipeline management. Linking opportunities to accounts in Salesforce is crucial for accurate data and effective pipeline management, ensuring that opportunities are associated with the correct accounts.', 'The significance of setting accurate close dates in Salesforce for effective sales forecasting and reporting, with recommendations for best practices such as using the last day of the month for forecasting. Setting accurate close dates in Salesforce is essential for effective sales forecasting and reporting, with best practice recommendations such as using the last day of the month for forecasting to optimize sales planning and reporting.', 'Adding products to opportunities in Salesforce involves specifying quantities and adjusting sales prices, with the caveat that once products are added, the amount field becomes locked and cannot be changed without removing the products. Adding products to opportunities in Salesforce involves specifying quantities, adjusting sales prices, and understanding that once products are added, the amount field becomes locked, necessitating the removal of products for any changes.']}, {'end': 5951.848, 'start': 5544.185, 'title': 'Salesforce activities overview', 'summary': 'Covers the prompt to choose a price book based on the number of active price books, the use of tasks and events in salesforce, and the best practices for creating and linking tasks and events to records, including the option to create recurring tasks. it also mentions the synchronization of events with external calendars and the additional functionality of multi-user view for managing activities in salesforce.', 'duration': 407.663, 'highlights': ['The prompt to choose a price book is based on the number of active price books, where having more than one active price book will prompt the user to choose one while having only one price book will not prompt the user. prompt to choose a price book based on active price books', 'Tasks and events are the two types of activities in Salesforce, where tasks are for date-sensitive actions and events are for time-sensitive actions, and both can be logged on any object in Salesforce. tasks and events in Salesforce, date-sensitive and time-sensitive actions', 'Best practices for creating tasks and events involve linking them to specific records to avoid confusion, and the option to create recurring tasks is available, mainly meant for one-off tasks. best practices for creating tasks and events, linking to specific records, recurring tasks', 'Events in Salesforce synchronize with external calendars, and users can view, create, and manage events, including a multi-user view for activities management. synchronization of events with external calendars, multi-user view for activities management']}, {'end': 6247.864, 'start': 5951.848, 'title': 'Creating web-to-lead form in salesforce', 'summary': 'Discusses creating a web-to-lead form in salesforce, allowing easy collection of leads from websites into salesforce, with considerations on its purpose and limitations, as well as the process of generating and implementing the form into a website.', 'duration': 296.016, 'highlights': ['Web-to-lead form allows easy collection of leads from websites into Salesforce, with the ability to create an HTML form posted anywhere online. The web-to-lead form in Salesforce enables the easy collection and capture of leads from websites into Salesforce by creating an HTML form that can be posted anywhere online.', 'Creating a hidden field in Salesforce to indicate the source of the lead, allowing tracking of leads from multiple websites. By creating a hidden field in Salesforce to indicate the source of the lead, it becomes possible to track leads from multiple websites, enabling visibility on where the leads originated.', 'Web-to-lead form is limited in its purpose, serving the specific function of creating a lead from a website, and the process involves generating HTML code and implementing it into the website. The web-to-lead form is limited in its purpose, specifically serving the function of creating a lead from a website. The process involves generating HTML code and implementing it into the website to allow lead creation within a minute or two.']}], 'duration': 1639.701, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p44608163.jpg', 'highlights': ['Creating custom price books Salesforce customers primarily use custom price books, offering more flexibility and customization, while standard price books come with Salesforce out of the box.', 'Adding products to price books allows for different rates for the same products under different situations, such as wholesale versus retail pricing.', 'Logical organization of price books is crucial to ensure that when adding a product to an opportunity, the specific pricing model from the chosen price book is inherited for the products added.', 'The ability to archive price books instead of deleting them is emphasized to maintain data integrity and avoid complications with reports and other records.', 'Opportunities in Salesforce enable tracking of sales, potential sales, and forecasting through reports on close dates, dollar amounts, stages, products, discounts, win rates, and overall sales effectiveness.', 'The importance of linking opportunities to accounts in Salesforce to ensure accurate data and effective pipeline management.', 'Setting accurate close dates in Salesforce is essential for effective sales forecasting and reporting, with best practice recommendations such as using the last day of the month for forecasting to optimize sales planning and reporting.', 'Adding products to opportunities in Salesforce involves specifying quantities and adjusting sales prices, with the caveat that once products are added, the amount field becomes locked and cannot be changed without removing the products.', 'The prompt to choose a price book is based on the number of active price books, where having more than one active price book will prompt the user to choose one while having only one price book will not prompt the user.', 'Tasks and events are the two types of activities in Salesforce, where tasks are for date-sensitive actions and events are for time-sensitive actions, and both can be logged on any object in Salesforce.', 'Best practices for creating tasks and events involve linking them to specific records to avoid confusion, and the option to create recurring tasks is available, mainly meant for one-off tasks.', 'Web-to-lead form allows easy collection of leads from websites into Salesforce, with the ability to create an HTML form posted anywhere online.', 'Creating a hidden field in Salesforce to indicate the source of the lead, allowing tracking of leads from multiple websites.', 'Web-to-lead form is limited in its purpose, specifically serving the function of creating a lead from a website. The process involves generating HTML code and implementing it into the website to allow lead creation within a minute or two.']}, {'end': 7315.778, 'segs': [{'end': 6275.134, 'src': 'embed', 'start': 6247.864, 'weight': 0, 'content': [{'end': 6255.686, 'text': 'so that is essentially the the web to lead function in Salesforce.', 'start': 6247.864, 'duration': 7.822}, {'end': 6258.827, 'text': "the next thing we're going to talk about here are the lead assignment rules.", 'start': 6255.686, 'duration': 3.141}, {'end': 6263.328, 'text': 'Lead assignment rules do exactly what the name implies.', 'start': 6259.966, 'duration': 3.362}, {'end': 6266.549, 'text': 'It assigns leads to users or queues.', 'start': 6263.468, 'duration': 3.081}, {'end': 6275.134, 'text': "So it's got to be an active user, someone that has an active Salesforce license, or it can be a queue like inbound leads or unassigned leads.", 'start': 6266.629, 'duration': 8.505}], 'summary': 'Salesforce has lead assignment rules to assign leads to active users or queues.', 'duration': 27.27, 'max_score': 6247.864, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p46247864.jpg'}, {'end': 6391.536, 'src': 'embed', 'start': 6362.133, 'weight': 1, 'content': [{'end': 6364.253, 'text': "So that's just an important consideration as well.", 'start': 6362.133, 'duration': 2.12}, {'end': 6368.915, 'text': "So I've jumped back into Salesforce here and we're gonna create a lead assignment rule.", 'start': 6365.734, 'duration': 3.181}, {'end': 6380.281, 'text': "I clicked on setup in the top right hand corner and I'm going to come over here to customize and leads and I can actually see my lead assignments for a link over here.", 'start': 6369.622, 'duration': 10.659}, {'end': 6386.873, 'text': "So I've got, you know, one inbound lead assignment rule.", 'start': 6381.73, 'duration': 5.143}, {'end': 6391.536, 'text': 'Now you can create multiple assignment rules, but you can only have one active at a time.', 'start': 6387.373, 'duration': 4.163}], 'summary': 'Creating lead assignment rule in salesforce, can only have one active at a time.', 'duration': 29.403, 'max_score': 6362.133, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p46362133.jpg'}, {'end': 7019.044, 'src': 'embed', 'start': 6994.989, 'weight': 2, 'content': [{'end': 7003.073, 'text': 'So I can say, for example, Justin Davis, and you know, use my email address and this will actually be in that from field.', 'start': 6994.989, 'duration': 8.084}, {'end': 7005.234, 'text': "now I need to choose the email template that's used.", 'start': 7003.073, 'duration': 2.161}, {'end': 7009.136, 'text': "so I'm gonna pull this up and you know I'm gonna choose.", 'start': 7005.234, 'duration': 3.902}, {'end': 7011.597, 'text': 'you know, follow up the follow-up template and click Save.', 'start': 7009.136, 'duration': 2.461}, {'end': 7017.423, 'text': "Now, once that's done, you can actually see that.", 'start': 7014.721, 'duration': 2.702}, {'end': 7019.044, 'text': "you know I've got my rule created here.", 'start': 7017.423, 'duration': 1.621}], 'summary': 'Creating an email rule with justin davis, using a follow-up template and saving it.', 'duration': 24.055, 'max_score': 6994.989, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p46994989.jpg'}], 'start': 6247.864, 'title': 'Salesforce lead assignment, queue management, and campaign creation', 'summary': 'Discusses lead assignment rules in salesforce for automatic routing of new leads, covers the creation of lead queues, managing disqualified leads queue, creating auto response rules, and explains the creation and use of campaigns for various marketing activities with the ability to track roi.', 'chapters': [{'end': 6317.798, 'start': 6247.864, 'title': 'Salesforce lead assignment rules', 'summary': 'Discusses the lead assignment rules in salesforce, which allows for the automatic routing of new leads to the most appropriate salesperson based on set logic and criteria, including geography, budget, product interest, and company size.', 'duration': 69.934, 'highlights': ['The lead assignment rules in Salesforce automatically route new leads to the most appropriate salesperson based on set logic and criteria, such as geography, budget, product interest, or company size.', 'Users or queues, like inbound leads or unassigned leads, can be assigned to receive leads, and email notifications can be enabled for new lead assignments.', 'The rules filter leads based on criteria such as geography, budget, product interest, or company size to ensure they are routed to the most suitable salesperson.']}, {'end': 6776.55, 'start': 6317.838, 'title': 'Salesforce lead assignment & queue creation', 'summary': 'Covers the creation of lead assignment rules in salesforce, including the limitation of one assigned lead per criteria, and the creation of lead queues for efficient lead management, as well as the selective assignment of users to the queue based on roles and subordinates.', 'duration': 458.712, 'highlights': ["Salesforce doesn't have an out-of-the-box round robin lead assignment feature, but it can be achieved through lead assignment rules, workflow rules, and apps from the app exchange. Salesforce lacks a built-in round robin lead assignment feature, but it can be accomplished using lead assignment rules, workflow rules, and third-party apps.", "Lead assignment rules in Salesforce allow for custom assignment of leads based on specific criteria, but only one assignment can be made per criteria, preventing round robin assignments. Salesforce's lead assignment rules enable customized lead assignment based on specific criteria, yet it restricts to one assignment per criterion, disallowing round robin assignments.", 'Creation of lead queues in Salesforce allows for the efficient management of leads, where queues can be used for holding unassigned or disqualified leads and can be selectively accessed based on roles and subordinates. Lead queues in Salesforce facilitate the effective management of leads, enabling the containment of unassigned or disqualified leads and selective access based on roles and subordinates.']}, {'end': 7075.182, 'start': 6776.55, 'title': 'Managing disqualified leads queue & creating auto response rules in salesforce', 'summary': 'Covers the process of managing disqualified leads queue in salesforce, emphasizing the importance of properly managing queues to prevent leads from disappearing, and then delves into the creation and customization of auto response rules, detailing the criteria-based email templates and the ability to activate or deactivate rules as needed.', 'duration': 298.632, 'highlights': ["The importance of properly managing queues to prevent leads from disappearing It's crucial to have a plan in place when assigning leads to a queue to prevent them from disappearing, emphasizing the danger of assigning records to a poorly managed queue.", 'The process of creating and customizing auto response rules based on criteria Auto response rules in Salesforce allow for custom-tailored email templates based on lead interest, with the ability to activate, deactivate, or edit the rules as needed.', 'The ability to deactivate auto response rules to control email responses Users can deactivate auto response rules to control email responses, ensuring that individuals do not receive automated emails based on certain criteria.']}, {'end': 7315.778, 'start': 7077.671, 'title': 'Salesforce campaign creation', 'summary': 'Explains the creation and use of campaigns in salesforce, highlighting that it serves as a holding area for various marketing activities, such as trade shows, workshops, direct mail, and cold calling, with the ability to track roi; it also delves into the manual association of contact or lead records with a campaign record, the necessity of the marketing user checkbox for accessing campaigns, and the creation and management of campaign records in salesforce.', 'duration': 238.107, 'highlights': ['The creation of campaigns in Salesforce serves as a holding area for various marketing activities, such as trade shows, workshops, direct mail, and cold calling, with the ability to track ROI, allowing users to see the success of their marketing efforts.', 'It is important to manually associate contact or lead records with a campaign record, as this process is not automated, contrary to common belief, requiring a lot of manual work.', 'Access to campaigns in Salesforce requires the marketing user checkbox to be checked on the user record, providing a key point to remember for users.', 'The chapter also discusses the creation and management of campaign records in Salesforce, including the ability to link a campaign to a parent campaign, add a description, and view fields such as expected revenue and budgeted cost.', 'The ability to track marketing efforts based on types and categories, and log campaigns against leads, contacts, and opportunities is also highlighted, providing users with a comprehensive view of their marketing activities and their impact.', 'Creating a lookup field from accounts to campaigns is possible, although it is not recommended, as campaigns are intended to be marketed to specific individuals rather than just a broad company.']}], 'duration': 1067.914, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p46247864.jpg', 'highlights': ['The lead assignment rules in Salesforce automatically route new leads to the most appropriate salesperson based on set logic and criteria, such as geography, budget, product interest, or company size.', 'Creation of lead queues in Salesforce allows for the efficient management of leads, where queues can be used for holding unassigned or disqualified leads and can be selectively accessed based on roles and subordinates.', 'The creation of campaigns in Salesforce serves as a holding area for various marketing activities, such as trade shows, workshops, direct mail, and cold calling, with the ability to track ROI, allowing users to see the success of their marketing efforts.', 'Auto response rules in Salesforce allow for custom-tailored email templates based on lead interest, with the ability to activate, deactivate, or edit the rules as needed.']}, {'end': 8073.818, 'segs': [{'end': 7523.023, 'src': 'embed', 'start': 7494.276, 'weight': 2, 'content': [{'end': 7501.284, 'text': "And then with a vendor record, it's totally different than the other two because those would be companies that you are a customer of.", 'start': 7494.276, 'duration': 7.008}, {'end': 7502.606, 'text': 'And so you want to track those.', 'start': 7501.445, 'duration': 1.161}, {'end': 7506.851, 'text': 'So it could be your phone company, your marketing company or web development company.', 'start': 7502.646, 'duration': 4.205}, {'end': 7508.453, 'text': 'So, on a vendor record.', 'start': 7507.552, 'duration': 0.901}, {'end': 7513.456, 'text': 'you might have other things like you know what are the contracts that you might have with that specific vendor?', 'start': 7508.453, 'duration': 5.003}, {'end': 7517.199, 'text': 'Or you know what kind of information do they regularly need from you?', 'start': 7513.576, 'duration': 3.623}, {'end': 7523.023, 'text': 'Or you know you can even store information like usernames and passwords to any kind of systems that they may give you access to.', 'start': 7517.239, 'duration': 5.784}], 'summary': 'Vendor records track contracts, information, and access details for companies you work with.', 'duration': 28.747, 'max_score': 7494.276, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47494276.jpg'}, {'end': 7725.597, 'src': 'embed', 'start': 7696.926, 'weight': 3, 'content': [{'end': 7698.267, 'text': "And I'm going to click edit assignment.", 'start': 7696.926, 'duration': 1.341}, {'end': 7700.389, 'text': "So here I've got my master.", 'start': 7698.688, 'duration': 1.701}, {'end': 7703.932, 'text': "I've got the client partner vendor masters, always the default.", 'start': 7700.91, 'duration': 3.022}, {'end': 7708.897, 'text': 'So, for example, I can come over and say okay for the business analyst on staff.', 'start': 7704.353, 'duration': 4.544}, {'end': 7711.419, 'text': "um, if it's a client, you know record type.", 'start': 7708.897, 'duration': 2.522}, {'end': 7713.841, 'text': 'I actually want them to see the vendor layout.', 'start': 7711.419, 'duration': 2.422}, {'end': 7715.643, 'text': 'you know something like that.', 'start': 7713.841, 'duration': 1.802}, {'end': 7717.505, 'text': 'or maybe for a project manager.', 'start': 7715.643, 'duration': 1.862}, {'end': 7725.597, 'text': "you know I want them to have. you know the. you know, I don't know the partner layout there. or let's say a client layout for the partner record type.", 'start': 7718.015, 'duration': 7.582}], 'summary': 'Customize layouts for different roles and record types in the assignment.', 'duration': 28.671, 'max_score': 7696.926, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47696926.jpg'}, {'end': 7781.194, 'src': 'embed', 'start': 7756.972, 'weight': 0, 'content': [{'end': 7764.055, 'text': "It's one I personally recommend, but if you name your page layout for the record type, it's gonna be very,", 'start': 7756.972, 'duration': 7.083}, {'end': 7771.518, 'text': 'very easy going forward to be organized with what layouts are linked to what record types.', 'start': 7764.055, 'duration': 7.463}, {'end': 7776.02, 'text': 'And then again, I can come over here and I can edit the assignment through the page layouts as well.', 'start': 7771.838, 'duration': 4.182}, {'end': 7781.194, 'text': 'Now if I want to create a new record type, I can do that easily.', 'start': 7777.489, 'duration': 3.705}], 'summary': 'Naming page layouts for record types eases organization and allows easy editing and creation of new record types.', 'duration': 24.222, 'max_score': 7756.972, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47756972.jpg'}, {'end': 7888.799, 'src': 'embed', 'start': 7860.019, 'weight': 1, 'content': [{'end': 7866.122, 'text': 'So if I come over here to type and I click edit for example, I can choose what pick list values are available.', 'start': 7860.019, 'duration': 6.103}, {'end': 7869.404, 'text': 'I can also come under here and say market for example.', 'start': 7866.562, 'duration': 2.842}, {'end': 7876.97, 'text': "Maybe when the subcontractor record type is selected, government's never involved and maybe nonprofits never involved for that matter.", 'start': 7870.024, 'duration': 6.946}, {'end': 7880.973, 'text': 'So I can also choose corporate as the default and click save.', 'start': 7877.53, 'duration': 3.443}, {'end': 7882.334, 'text': 'So that makes it easy.', 'start': 7881.413, 'duration': 0.921}, {'end': 7888.799, 'text': 'So whenever I create a subcontractor account using that record type, those are the options that I see.', 'start': 7882.394, 'duration': 6.405}], 'summary': 'Customize pick list values for subcontractor record type, including government and nonprofits. default record type is corporate.', 'duration': 28.78, 'max_score': 7860.019, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47860019.jpg'}, {'end': 7976.662, 'src': 'embed', 'start': 7946.769, 'weight': 4, 'content': [{'end': 7950.19, 'text': 'Then once that was done, they would then have created lead assignment rules.', 'start': 7946.769, 'duration': 3.421}, {'end': 7954.532, 'text': "So I'm gonna click on leads, go over to the lead assignment rule area.", 'start': 7950.25, 'duration': 4.282}, {'end': 7957.813, 'text': "And then I've got, you know, my inbound leads is my lead assignment.", 'start': 7954.952, 'duration': 2.861}, {'end': 7959.273, 'text': 'We talked about that as well.', 'start': 7957.953, 'duration': 1.32}, {'end': 7964.495, 'text': 'So lead assignment rule can automatically assign leads based on that specific criteria.', 'start': 7959.713, 'duration': 4.782}, {'end': 7969.359, 'text': 'And then lastly, an unassigned lead queue was created.', 'start': 7966.718, 'duration': 2.641}, {'end': 7976.662, 'text': "So if I come under Manage Users and click on Queues here, I have the ability to see I've got my unassigned lead queue already set up.", 'start': 7969.459, 'duration': 7.203}], 'summary': 'Lead assignment rules were created to automatically assign leads based on specific criteria, and an unassigned lead queue was also set up.', 'duration': 29.893, 'max_score': 7946.769, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47946769.jpg'}], 'start': 7316.119, 'title': 'Campaign management and salesforce record types', 'summary': 'Covers adding and managing campaign members, including searching, importing, and editing members, with an example of adding four members. it also discusses the importance of campaigns for tracking expenditure and sales results, record types in salesforce for customizing page layouts and controlling field access, and the creation and management of email templates, lead assignment rules, and sales forecasting reports.', 'chapters': [{'end': 7383.77, 'start': 7316.119, 'title': 'Campaign members management', 'summary': 'Discusses the process of adding and managing campaign members, including methods like searching, importing, and editing members, with an example of adding four members to a specific campaign.', 'duration': 67.651, 'highlights': ['You can add members to a campaign through searching, importing a file, or editing members, with an example of adding four members to a specific campaign.', "The chapter emphasizes the importance of understanding the 'campaign members' area for linking different records to the campaign.", 'The chapter explains that adding four members to the campaign resulted in a total of four contacts associated with the specific campaign.']}, {'end': 8073.818, 'start': 7384.29, 'title': 'Salesforce record types and campaigns', 'summary': 'Covers the importance of campaigns for marketers to track expenditure and sales results, the functionality and use cases of record types in salesforce for customizing page layouts and controlling field access, and the creation and management of email templates, lead assignment rules, and sales forecasting reports.', 'duration': 689.528, 'highlights': ['The chapter covers the importance of campaigns for marketers to track expenditure and sales results Campaigns serve as a placeholder for marketers to understand their expenditure and the resulting sales, providing essential insights into the effectiveness of marketing efforts.', 'Functionality and use cases of record types in Salesforce for customizing page layouts and controlling field access Record types allow customization of page layouts based on specific record types, enabling control over field access and visibility, with examples such as client, partner, and vendor record types each requiring different fields.', 'Creation and management of email templates, lead assignment rules, and sales forecasting reports The transcript details the creation of email templates and lead assignment rules, along with the management of sales forecasting reports to track opportunities and forecasted amounts across different time periods and opportunity owners.']}], 'duration': 757.699, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p47316119.jpg', 'highlights': ['You can add members to a campaign through searching, importing a file, or editing members, with an example of adding four members to a specific campaign.', "The chapter emphasizes the importance of understanding the 'campaign members' area for linking different records to the campaign.", 'The chapter explains that adding four members to the campaign resulted in a total of four contacts associated with the specific campaign.', 'The chapter covers the importance of campaigns for marketers to track expenditure and sales results Campaigns serve as a placeholder for marketers to understand their expenditure and the resulting sales, providing essential insights into the effectiveness of marketing efforts.', 'Functionality and use cases of record types in Salesforce for customizing page layouts and controlling field access Record types allow customization of page layouts based on specific record types, enabling control over field access and visibility, with examples such as client, partner, and vendor record types each requiring different fields.', 'Creation and management of email templates, lead assignment rules, and sales forecasting reports The transcript details the creation of email templates and lead assignment rules, along with the management of sales forecasting reports to track opportunities and forecasted amounts across different time periods and opportunity owners.']}, {'end': 8962.6, 'segs': [{'end': 8527.964, 'src': 'embed', 'start': 8460.202, 'weight': 0, 'content': [{'end': 8464.004, 'text': "And if I scroll back down, you can see I've got my quote record there.", 'start': 8460.202, 'duration': 3.802}, {'end': 8469.647, 'text': 'Now, if I wanted to create a second quote, I can do so easily by clicking on that new quote button.', 'start': 8464.364, 'duration': 5.283}, {'end': 8475.568, 'text': 'Now if I want to edit the quote, I can go back here and make any changes to it.', 'start': 8471.345, 'duration': 4.223}, {'end': 8479.09, 'text': 'I can add line items, I can attach files, all of that.', 'start': 8475.688, 'duration': 3.402}, {'end': 8483.453, 'text': "And I can adjust the fields just like I'd adjust the fields elsewhere in Salesforce.", 'start': 8479.87, 'duration': 3.583}, {'end': 8488.796, 'text': "So a quote's not that useful unless you actually have some line items on it.", 'start': 8485.294, 'duration': 3.502}, {'end': 8491.938, 'text': "So I'm going to scroll down here and click on add line item.", 'start': 8488.836, 'duration': 3.102}, {'end': 8496.181, 'text': "And what it's going to do is it's going to prompt me for my price book.", 'start': 8492.999, 'duration': 3.182}, {'end': 8498.562, 'text': "So I'm going to click save, that's my price book there.", 'start': 8496.401, 'duration': 2.161}, {'end': 8502.997, 'text': 'And then I can see a list of different products in the system.', 'start': 8499.813, 'duration': 3.184}, {'end': 8505.841, 'text': "So I'm just going to choose these top three and click select.", 'start': 8503.017, 'duration': 2.824}, {'end': 8508.585, 'text': "And then here I'm going to choose the quantity.", 'start': 8506.722, 'duration': 1.863}, {'end': 8512.19, 'text': "I'm just going to choose, let's say 10, one and one and click save.", 'start': 8508.785, 'duration': 3.405}, {'end': 8517.377, 'text': "And what's going to happen is these line items are then going to be added to my quote record.", 'start': 8512.63, 'duration': 4.747}, {'end': 8524.842, 'text': "So you can see here that we've got a grand total of 2,100 because of those individual line items that I added to the quote.", 'start': 8517.797, 'duration': 7.045}, {'end': 8527.964, 'text': "So now I've got a quote with line items.", 'start': 8525.363, 'duration': 2.601}], 'summary': 'Creating a quote with line items in salesforce, resulting in a total of 2,100.', 'duration': 67.762, 'max_score': 8460.202, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p48460202.jpg'}], 'start': 8074.159, 'title': 'Salesforce quote generation and creation process', 'summary': 'Discusses the automated scheduling of reports in salesforce, key features of the sales cloud, and the process of generating quotes, emphasizing automation and efficiency benefits. it also outlines the creation and synchronization of quotes to opportunities in salesforce, including adding line items, creating quote templates, and generating and emailing quote pdfs.', 'chapters': [{'end': 8376.885, 'start': 8074.159, 'title': 'Salesforce quote generation', 'summary': 'Discusses the automated scheduling of reports in salesforce, the key features of the sales cloud, and the process of generating quotes in salesforce, emphasizing the automation and efficiency benefits. it also addresses the utilization of salesforce for various business activities and the significance of accuracy and time in customer communication.', 'duration': 302.726, 'highlights': ['Automated Scheduling of Reports in Salesforce The report is scheduled to be emailed to three users every weekday at 9 a.m., eliminating the need for manual report creation and spreadsheet updating. This automation solution addresses the problem faced by United Containers.', 'Key Features of Sales Cloud Leads, contacts, accounts, and opportunities form the foundation of the sales cloud, while products and price books are used for referencing pricing information. Additionally, lead assignment rules and record types are utilized for data segmentation and ownership assignment based on specific criteria.', 'Efficient Quote Generation in Salesforce Salespeople can quickly generate and email quotations to prospective customers using Salesforce, enabling the expedited process of generating quotes, modifying existing templates, and enhancing customer communication and productivity. The lesson covers creating quote records, templates, generating PDFs, and email functionalities.']}, {'end': 8962.6, 'start': 8376.885, 'title': 'Salesforce quote creation process', 'summary': 'Outlines the process of creating and synchronizing quotes to opportunities in salesforce, including adding line items, creating quote templates, and generating and emailing quote pdfs.', 'duration': 585.715, 'highlights': ["The process of synchronizing quotes to opportunities in Salesforce involves choosing a quote to sync for forecasting purposes, which can be based on the likelihood of getting signed or the desired forecasting start point. Explains the importance of synchronizing quotes to opportunities in Salesforce for forecasting purposes, based on the quote's likelihood of getting signed or the desired forecasting start point.", 'Creating quote records in Salesforce requires adding line items to the quote, with the ability to specify products, quantities, and prices, resulting in a total amount for the quote. Describes the process of creating quote records in Salesforce, including adding line items with specified products, quantities, and prices, resulting in a total amount for the quote.', 'The customization of quote templates in Salesforce allows for the creation of multiple templates for different use cases, activation or deactivation of templates, and the ability to tailor proposals to specific situations. Highlights the customization options for quote templates in Salesforce, including the creation of multiple templates for different use cases, activation/deactivation options, and tailoring proposals to specific situations.', 'The process of generating and emailing quote PDFs from Salesforce involves creating the PDF directly from the quote record, choosing the template, reviewing and saving the PDF, and emailing it to contacts in the system. Explains the steps involved in generating and emailing quote PDFs from Salesforce, including creating the PDF from the quote record, choosing the template, reviewing, saving, and emailing it to contacts in the system.']}], 'duration': 888.441, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p48074159.jpg', 'highlights': ['Automated Scheduling of Reports in Salesforce: The report is scheduled to be emailed to three users every weekday at 9 a.m., eliminating the need for manual report creation and spreadsheet updating.', 'Efficient Quote Generation in Salesforce: Salespeople can quickly generate and email quotations to prospective customers using Salesforce, enabling the expedited process of generating quotes, modifying existing templates, and enhancing customer communication and productivity.', 'Key Features of Sales Cloud: Leads, contacts, accounts, and opportunities form the foundation of the sales cloud, while products and price books are used for referencing pricing information. Additionally, lead assignment rules and record types are utilized for data segmentation and ownership assignment based on specific criteria.', 'The process of synchronizing quotes to opportunities in Salesforce involves choosing a quote to sync for forecasting purposes, which can be based on the likelihood of getting signed or the desired forecasting start point.']}, {'end': 10605.211, 'segs': [{'end': 9096.924, 'src': 'embed', 'start': 9073.394, 'weight': 11, 'content': [{'end': 9081.159, 'text': 'I can drag and drop this image field up to the top here and then I can actually insert a logo directly into this quote if I want.', 'start': 9073.394, 'duration': 7.765}, {'end': 9082.901, 'text': "In this case, I'm going to leave that alone.", 'start': 9081.179, 'duration': 1.722}, {'end': 9089.883, 'text': 'But all of the different fields that you have on the quote record can actually be brought into this record.', 'start': 9083.821, 'duration': 6.062}, {'end': 9096.924, 'text': "So for example, discount, let's say I want to add that, I can add that discount field and all the different fields that you might create.", 'start': 9089.903, 'duration': 7.021}], 'summary': 'Demonstrating the ability to drag and drop fields into a quote record.', 'duration': 23.53, 'max_score': 9073.394, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p49073394.jpg'}, {'end': 9268.967, 'src': 'embed', 'start': 9242.292, 'weight': 1, 'content': [{'end': 9246.414, 'text': "we also don't want to show the discount, so we're going to remove that as well.", 'start': 9242.292, 'duration': 4.122}, {'end': 9249.615, 'text': "now what we're left with is the sales price and the total price.", 'start': 9246.414, 'duration': 3.201}, {'end': 9254.998, 'text': "well, those are fairly redundant, so i'm going to get rid of sales price and so that so, by making these changes,", 'start': 9249.615, 'duration': 5.383}, {'end': 9260.641, 'text': 'it really cleans up the proposal and, you know, allows you to just show what you want displayed.', 'start': 9254.998, 'duration': 5.643}, {'end': 9262.082, 'text': 'Now over here.', 'start': 9261.201, 'duration': 0.881}, {'end': 9263.002, 'text': 'we need a description.', 'start': 9262.082, 'duration': 0.92}, {'end': 9265.804, 'text': "So I'm going to add line item description and I'm going to move that around.", 'start': 9263.022, 'duration': 2.782}, {'end': 9268.967, 'text': 'So now we have product, line item description, date, quantity, and price.', 'start': 9265.844, 'duration': 3.123}], 'summary': 'Optimized proposal by removing redundancy and adding line item description.', 'duration': 26.675, 'max_score': 9242.292, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p49242292.jpg'}, {'end': 10187.1, 'src': 'embed', 'start': 10114.452, 'weight': 0, 'content': [{'end': 10119.596, 'text': "This might be, for example, cases that come in that I'm not really sure who the owner should be,", 'start': 10114.452, 'duration': 5.144}, {'end': 10125.721, 'text': "but I'm going to go ahead and add all the individuals to the Salesforce org here that can access that.", 'start': 10119.596, 'duration': 6.125}, {'end': 10131.985, 'text': 'So now I can actually go back to cases and I can click on any case I have.', 'start': 10127.262, 'duration': 4.723}, {'end': 10133.927, 'text': 'And for example, I can change the case owner.', 'start': 10132.005, 'duration': 1.922}, {'end': 10138.05, 'text': "And when Salesforce loads, you'll see that I can choose a queue.", 'start': 10134.907, 'duration': 3.143}, {'end': 10142.113, 'text': 'So I can have this actually default to the unassigned cases queue.', 'start': 10138.53, 'duration': 3.583}, {'end': 10144.055, 'text': "So that's who the owner will be.", 'start': 10142.834, 'duration': 1.221}, {'end': 10149.76, 'text': 'So likewise, I can go back and I can adjust my case assignment rules.', 'start': 10144.776, 'duration': 4.984}, {'end': 10156.566, 'text': 'So I can come back under cases, click on case assignment rules, and I can adjust this rule here.', 'start': 10150.2, 'duration': 6.366}, {'end': 10159.202, 'text': 'And for example, I can create a new entry.', 'start': 10157.481, 'duration': 1.721}, {'end': 10161.703, 'text': "So I'm going to choose sort order as one.", 'start': 10159.802, 'duration': 1.901}, {'end': 10166.946, 'text': "And I'm going to choose case origin equals the web, for example.", 'start': 10162.324, 'duration': 4.622}, {'end': 10171.308, 'text': "And then I'm going to change this from a user to a queue.", 'start': 10168.827, 'duration': 2.481}, {'end': 10175.711, 'text': "So I'm going to come over here and I'm going to just call it unassigned and click save.", 'start': 10171.448, 'duration': 4.263}, {'end': 10179.452, 'text': "And then what will happen is it's going to save my change.", 'start': 10176.371, 'duration': 3.081}, {'end': 10187.1, 'text': "And whenever a new case comes in, where the case origin equals web, it's gonna assign it to the unassigned cases queue,", 'start': 10179.993, 'duration': 7.107}], 'summary': 'Adjusting salesforce settings to default to unassigned cases queue and change case assignment rules.', 'duration': 72.648, 'max_score': 10114.452, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p410114452.jpg'}, {'end': 10242.82, 'src': 'embed', 'start': 10209.049, 'weight': 12, 'content': [{'end': 10211.47, 'text': 'And so you know where should those cases go?', 'start': 10209.049, 'duration': 2.421}, {'end': 10219.793, 'text': 'So creating assignment rules is a little bit tricky, because you have to plan, for you know what happens if you have that data, that information,', 'start': 10211.97, 'duration': 7.823}, {'end': 10221.014, 'text': "but what happens if you don't?", 'start': 10219.793, 'duration': 1.221}, {'end': 10223.235, 'text': 'You need to plan for all scenarios.', 'start': 10221.454, 'duration': 1.781}, {'end': 10230.483, 'text': "Usually, at the end of an assignment rule that we set up, we'll put some kind of catch-all criteria in there.", 'start': 10224.734, 'duration': 5.749}, {'end': 10236.212, 'text': "that says you know what if these five criteria aren't met, then at the end of the line,", 'start': 10230.483, 'duration': 5.729}, {'end': 10242.82, 'text': "push these cases over to an unassigned cases queue or assign it to, let's say, the customer service manager.", 'start': 10236.212, 'duration': 6.608}], 'summary': 'Creating assignment rules involves planning for all scenarios and setting up a catch-all criteria to handle unassigned cases.', 'duration': 33.771, 'max_score': 10209.049, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p410209049.jpg'}], 'start': 8965.601, 'title': 'Customization and management in salesforce', 'summary': 'Covers customizing quote templates, managing salesforce quote templates, managing cases and case assignment, salesforce case assignment rules, and case escalation rules in salesforce, emphasizing the process of customizing quote templates, managing cases, and the importance of case assignment rules.', 'chapters': [{'end': 9153.819, 'start': 8965.601, 'title': 'Salesforce quote template customization', 'summary': 'Covers customizing quote templates in salesforce, including drag-and-drop features, adding images and footers, and modifying fields and sections, allowing for significant customization and addition of custom fields and graphics. the salesforce quote template allows for easy proposal generation, but has limitations in product grouping. the process involves accessing templates in salesforce, editing template fields, removing sections, reordering fields, and adding custom fields and graphics to the quote pdf.', 'duration': 188.218, 'highlights': ['The Salesforce quote template allows for easy proposal generation Users can quickly generate proposals in less than a day by adding line items, logos, and custom fields to the quote PDF.', 'Customizing quote templates in Salesforce allows for significant customization and addition of custom fields and graphics Users can modify quote templates by dragging and dropping fields, adding images and footers, removing sections, reordering fields, and adding custom fields and graphics to the quote PDF.', 'The process involves accessing templates in Salesforce, editing template fields, removing sections, reordering fields, and adding custom fields and graphics to the quote PDF The process of customizing quote templates involves accessing the templates in Salesforce, editing template fields, removing sections, reordering fields, and adding custom fields and graphics to the quote PDF.', 'The Salesforce quote template has limitations in product grouping The Salesforce quote template does not allow for grouping products together, such as bundling products.']}, {'end': 9643.458, 'start': 9153.839, 'title': 'Managing salesforce quote templates', 'summary': 'Details the process of customizing salesforce quote templates, including hiding and modifying fields, creating logical sections, and the limitations of template editing in salesforce. it also discusses the importance of training salespeople to generate quotes and highlights the key takeaways of salesforce quotes, such as their ability to generate pdfs from opportunities and manage inbound customer inquiries effectively.', 'duration': 489.619, 'highlights': ['Salesforce quote templates can be customized by hiding and modifying fields, creating logical sections, and removing unnecessary information, resulting in a cleaner and more tailored proposal. Customization of quote fields and sections', "It's important to train salespeople on creating quote records off opportunities to efficiently generate PDFs, and companies can also write code in Salesforce to automate this process. Importance of training salespeople and potential automation through Salesforce code", 'Key takeaways regarding Salesforce quotes include their ability to generate PDFs quickly and easily from opportunities, add products as line items to quote records, and save, download, or email quotes directly to customers. Key takeaways: PDF generation, line items, and customer interaction', "The chapter also introduces managing inbound customer inquiries using Salesforce's Service Cloud, emphasizing its applicability beyond sales and its role in improving customer service operations through features like case creation, assignment rules, escalation rules, and solutions. Introduction of Service Cloud for managing inbound customer inquiries", 'The process of creating cases in the Service Cloud involves understanding required and optional fields, ownership assignment, and their use as tickets for tracking customer interactions, such as billing problems or product issues. Process of creating cases and their use for tracking customer interactions']}, {'end': 9887.479, 'start': 9644.118, 'title': 'Managing cases and case assignment', 'summary': 'Explains how to manage cases in salesforce, including assigning case owners, creating case assignment rules, and customizing list views, with emphasis on the importance of list views and queues in organizing and prioritizing cases.', 'duration': 243.361, 'highlights': ['The chapter explains the significance of assigning case owners, who are responsible for resolving the case and dealing with the customer, with the potential for credit or appearing on reports if the case is not resolved within a specific timeframe. Case owners are crucial for resolving cases and can receive credit for case closure or appear on reports for unresolved cases.', 'It describes how to customize list views to organize and prioritize cases, including creating queues for different departments like customer service and tech support, with examples of how different types of issues are directed to the relevant department. Customizing list views and creating queues is essential for organizing cases, with examples of directing billing issues to customer service and technical issues to tech support.', 'The chapter outlines the process of creating case assignment rules, emphasizing the variety of ways to assign cases to users or queues based on different criteria, including product interest, geography, and keywords within the case. Creating case assignment rules involves assigning cases to users or queues based on various criteria, such as product interest, geography, and keywords within the case.']}, {'end': 10291.928, 'start': 9887.899, 'title': 'Salesforce case assignment rules', 'summary': 'Discusses the process of creating and managing case assignment rules in salesforce, emphasizing the importance of setting up rules to control case ownership, demonstrating the creation of rule entries and queues, and highlighting the need to plan for all scenarios to prevent cases from slipping through the cracks.', 'duration': 404.029, 'highlights': ["The importance of setting up rules to control case ownership Salesforce allows users to program the system to assign cases to specific queues based on defined criteria, such as identifying the words 'credit card' and assigning it to a particular queue for billing issues.", 'Demonstrating the creation of rule entries and queues The process of creating rule entries involves specifying criteria such as case type and origin, and assigning the case to a specific owner or queue, with the option to deactivate existing rules and create new ones.', 'Highlighting the need to plan for all scenarios to prevent cases from slipping through the cracks The chapter emphasizes the need to plan for all scenarios and create catch-all criteria to ensure that cases not meeting specific criteria are assigned to an unassigned cases queue or a designated owner, preventing them from falling through the cracks.']}, {'end': 10605.211, 'start': 10294.491, 'title': 'Case escalation rules', 'summary': 'Covers the use of case escalation rules in salesforce, highlighting the criteria for escalating cases, such as timing and specific issues, and the ability to set up rules for different customer segments, with examples of vip customer rules and other customer escalations, demonstrating the process of creating and configuring escalation rules in salesforce.', 'duration': 310.72, 'highlights': ['You can use escalation rules in Salesforce to escalate cases based on timing or specific issues, and make critical issues visible to management, which is crucial for companies with customer support agreements requiring timely issue resolution.', "An example scenario is provided where a major customer's issue can be escalated to a more strategic team if not resolved within a specified timeframe, such as two hours, showcasing the practical application of escalation rules to address critical customer issues.", 'The process of creating and configuring escalation rules in Salesforce is demonstrated, including setting up rule entries based on specific customer segments like VIP customers, and configuring the timing and actions for case escalations, providing a practical walkthrough of the setup process.', 'Different scenarios for customer escalations are presented, such as setting up rules for specific companies like Apple and Google, and creating a rule entry for other customer segments, exemplifying the flexibility of escalation rules to cater to diverse customer needs and issue priorities.']}], 'duration': 1639.61, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p48965601.jpg', 'highlights': ['Customizing quote templates in Salesforce allows for significant customization and addition of custom fields and graphics.', 'The process of customizing quote templates involves accessing the templates in Salesforce, editing template fields, removing sections, reordering fields, and adding custom fields and graphics to the quote PDF.', 'Salesforce quote templates can be customized by hiding and modifying fields, creating logical sections, and removing unnecessary information, resulting in a cleaner and more tailored proposal.', "It's important to train salespeople on creating quote records off opportunities to efficiently generate PDFs, and companies can also write code in Salesforce to automate this process.", "The chapter also introduces managing inbound customer inquiries using Salesforce's Service Cloud, emphasizing its applicability beyond sales and its role in improving customer service operations through features like case creation, assignment rules, escalation rules, and solutions.", 'The process of creating cases in the Service Cloud involves understanding required and optional fields, ownership assignment, and their use as tickets for tracking customer interactions, such as billing problems or product issues.', 'The chapter explains the significance of assigning case owners, who are responsible for resolving the case and dealing with the customer, with the potential for credit or appearing on reports if the case is not resolved within a specific timeframe.', 'The chapter outlines the process of creating case assignment rules, emphasizing the variety of ways to assign cases to users or queues based on different criteria, including product interest, geography, and keywords within the case.', "The importance of setting up rules to control case ownership Salesforce allows users to program the system to assign cases to specific queues based on defined criteria, such as identifying the words 'credit card' and assigning it to a particular queue for billing issues.", 'Highlighting the need to plan for all scenarios to prevent cases from slipping through the cracks The chapter emphasizes the need to plan for all scenarios and create catch-all criteria to ensure that cases not meeting specific criteria are assigned to an unassigned cases queue or a designated owner, preventing them from falling through the cracks.', 'You can use escalation rules in Salesforce to escalate cases based on timing or specific issues, and make critical issues visible to management, which is crucial for companies with customer support agreements requiring timely issue resolution.', "An example scenario is provided where a major customer's issue can be escalated to a more strategic team if not resolved within a specified timeframe, such as two hours, showcasing the practical application of escalation rules to address critical customer issues.", 'The process of creating and configuring escalation rules in Salesforce is demonstrated, including setting up rule entries based on specific customer segments like VIP customers, and configuring the timing and actions for case escalations, providing a practical walkthrough of the setup process.', 'Different scenarios for customer escalations are presented, such as setting up rules for specific companies like Apple and Google, and creating a rule entry for other customer segments, exemplifying the flexibility of escalation rules to cater to diverse customer needs and issue priorities.']}, {'end': 11727.306, 'segs': [{'end': 10804.042, 'src': 'embed', 'start': 10774.273, 'weight': 7, 'content': [{'end': 10777.94, 'text': "I don't think that'll be a question on the exam, but just something to keep in mind.", 'start': 10774.273, 'duration': 3.667}, {'end': 10781.049, 'text': 'The more important options are down here.', 'start': 10779.448, 'duration': 1.601}, {'end': 10785.331, 'text': 'So you definitely want to enable HTML solutions.', 'start': 10781.529, 'duration': 3.802}, {'end': 10788.973, 'text': "They're not going to be very interesting without the HTML enabled.", 'start': 10785.411, 'duration': 3.562}, {'end': 10798.359, 'text': 'So HTML gives your users the ability to have graphics and different types of text and font and whatnot, be able to bold and make lists.', 'start': 10789.514, 'duration': 8.845}, {'end': 10804.042, 'text': "And if you have HTML not enabled, it's just going to be sort of boring text.", 'start': 10798.859, 'duration': 5.183}], 'summary': 'Enabling html solutions is vital for user engagement, offering graphics and varied text formatting.', 'duration': 29.769, 'max_score': 10774.273, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p410774273.jpg'}, {'end': 10971.97, 'src': 'embed', 'start': 10942.115, 'weight': 5, 'content': [{'end': 10946.258, 'text': 'here I can come down here and I can see that as part of my solution search results.', 'start': 10942.115, 'duration': 4.143}, {'end': 10948.44, 'text': "So there's really not much to it.", 'start': 10946.819, 'duration': 1.621}, {'end': 10955.726, 'text': "I click on the Solutions tab, I click New, I fill out the solution title and body, I click Save, and it's done.", 'start': 10948.901, 'duration': 6.825}, {'end': 10957.548, 'text': "That's all that needs to take place.", 'start': 10956.027, 'duration': 1.521}, {'end': 10963.033, 'text': "So now let's talk about actually attaching solutions to cases.", 'start': 10959.97, 'duration': 3.063}, {'end': 10967.884, 'text': "When attaching solutions to cases, there's a few things to keep in mind.", 'start': 10964.659, 'duration': 3.225}, {'end': 10971.97, 'text': 'You can search for and find solutions based on various keywords.', 'start': 10968.485, 'duration': 3.485}], 'summary': 'Creating and attaching solutions to cases is simple and straightforward.', 'duration': 29.855, 'max_score': 10942.115, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p410942115.jpg'}, {'end': 11103.15, 'src': 'embed', 'start': 11077.39, 'weight': 0, 'content': [{'end': 11083.455, 'text': 'So for example, there are certain solutions that may work better than others, and this is where we can track that.', 'start': 11077.39, 'duration': 6.065}, {'end': 11091.221, 'text': 'So when we go to close this case, if the case gets reopened, we can reexamine these solutions down here and see if they were comprehensive enough,', 'start': 11083.815, 'duration': 7.406}, {'end': 11094.523, 'text': 'if they actually resolved the problem or not.', 'start': 11091.221, 'duration': 3.302}, {'end': 11097.566, 'text': "So it's real simple to attach solutions to cases.", 'start': 11095.084, 'duration': 2.482}, {'end': 11100.828, 'text': 'You can also search by keyword or click on find solution.', 'start': 11097.946, 'duration': 2.882}, {'end': 11103.15, 'text': "So it's very simple.", 'start': 11101.308, 'duration': 1.842}], 'summary': 'Tracking and examining solutions for cases, enabling simple attachment and search by keyword.', 'duration': 25.76, 'max_score': 11077.39, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p411077390.jpg'}, {'end': 11212.835, 'src': 'embed', 'start': 11182.517, 'weight': 3, 'content': [{'end': 11185.86, 'text': 'So knowledge base can also have categories and tags.', 'start': 11182.517, 'duration': 3.343}, {'end': 11190.763, 'text': 'Whereas solutions, as you saw, was just a very basic way to track those resolutions.', 'start': 11186.3, 'duration': 4.463}, {'end': 11192.964, 'text': 'They do overlap in purpose, though.', 'start': 11191.283, 'duration': 1.681}, {'end': 11197.166, 'text': 'So knowledge-based articles can be used in a lot of the same ways as cases.', 'start': 11193.064, 'duration': 4.102}, {'end': 11205.191, 'text': 'But knowledge is really meant to be more of a standalone feature offering, whereas solutions is really, really dependent on cases.', 'start': 11197.566, 'duration': 7.625}, {'end': 11207.912, 'text': "So that's really the main differences between the two.", 'start': 11205.731, 'duration': 2.181}, {'end': 11212.835, 'text': "So the next thing we're going to do here is jump into Salesforce and get knowledge set up.", 'start': 11208.693, 'duration': 4.142}], 'summary': 'Knowledge base and solutions have overlapping purposes, but differ in dependency on cases. knowledge is standalone, while solutions are intertwined with cases.', 'duration': 30.318, 'max_score': 11182.517, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p411182517.jpg'}, {'end': 11433.762, 'src': 'embed', 'start': 11403.384, 'weight': 6, 'content': [{'end': 11405.907, 'text': "So I'm going to check all these different checkboxes.", 'start': 11403.384, 'duration': 2.523}, {'end': 11407.869, 'text': 'I want them to all be made available here.', 'start': 11405.967, 'duration': 1.902}, {'end': 11412.853, 'text': 'Essentially, the internal app would be the internal users of Salesforce.', 'start': 11408.329, 'duration': 4.524}, {'end': 11415.856, 'text': 'Customer would be like a customer communities portal.', 'start': 11413.354, 'duration': 2.502}, {'end': 11418.659, 'text': 'Partner, similar, would be the partner portal.', 'start': 11416.357, 'duration': 2.302}, {'end': 11426.638, 'text': 'So scrolling down here, we have the ability to suggest articles for cases considering the case content.', 'start': 11421.314, 'duration': 5.324}, {'end': 11433.762, 'text': "So that's similar to solutions in that it searches for keywords in the case and then displays knowledge articles based on that.", 'start': 11427.078, 'duration': 6.684}], 'summary': 'Configuring checkboxes for internal, customer, and partner portals, with ability to suggest articles for cases based on case content.', 'duration': 30.378, 'max_score': 11403.384, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p411403384.jpg'}, {'end': 11555.405, 'src': 'embed', 'start': 11525.816, 'weight': 2, 'content': [{'end': 11530.878, 'text': 'I can also come down here and choose whether or not I want users to create an article from a reply.', 'start': 11525.816, 'duration': 5.062}, {'end': 11533.398, 'text': "I definitely don't want to check that checkbox.", 'start': 11530.898, 'duration': 2.5}, {'end': 11535.899, 'text': 'That goes along with what I said earlier.', 'start': 11533.918, 'duration': 1.981}, {'end': 11539.82, 'text': 'You want to have a process in place for article creation.', 'start': 11536.279, 'duration': 3.541}, {'end': 11543.641, 'text': "It shouldn't be some random thing that people do throughout the system.", 'start': 11540.26, 'duration': 3.381}, {'end': 11550.303, 'text': "It needs to be a well thought out process where you've got articles and draft articles and then those get published.", 'start': 11543.681, 'duration': 6.622}, {'end': 11555.405, 'text': 'So you wanted to make sure good advice is being disseminated, not bad advice.', 'start': 11550.603, 'duration': 4.802}], 'summary': 'Implement a structured process for article creation to ensure dissemination of good advice.', 'duration': 29.589, 'max_score': 11525.816, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p411525816.jpg'}], 'start': 10605.271, 'title': 'Salesforce knowledge setup', 'summary': 'Covers the setup of salesforce knowledge, including creating article type, enabling and customizing knowledge, and managing articles, with key points such as enabling knowledge, configuring article settings, and creating and managing articles.', 'chapters': [{'end': 10774.253, 'start': 10605.271, 'title': 'Salesforce: case escalation rules and solutions', 'summary': 'Covers the creation of case escalation rules, emphasizing the three main components: rules, rule entries, and escalation actions, while also highlighting the process of enabling and configuring solutions in salesforce, including the need to enable solutions before configuring them and the distinction between solutions and knowledge base.', 'duration': 168.982, 'highlights': ['Case escalation rules consist of the rule itself, rule entries, and escalation actions, with the ability to have multiple rule entries and only one active rule at a time. There can be multiple rule entries in case escalation rules, but only one active rule at a time.', 'Enabling solutions in Salesforce is a prerequisite for configuring them, and it also provides access to service representatives and the ability to enable HTML solutions and solution summary. Enabling solutions must precede their configuration, and it grants access to service representatives, along with options for HTML solutions and solution summary.', 'Salesforce solutions are lightweight articles and content that can be used for quick resolutions on cases, while Salesforce knowledge base is a more comprehensive repository of information. Solutions in Salesforce offer lightweight articles for quick problem resolutions, while Salesforce knowledge base provides a more comprehensive repository of information.', 'The process of enabling solutions in Salesforce involves accessing the Setup menu, navigating to Solutions, and configuring Solution Settings, which includes options for browsing solutions, multilingual support, and self-service portal. Enabling solutions in Salesforce entails accessing the Setup menu, navigating to Solutions, and configuring Solution Settings, which includes options for browsing solutions, multilingual support, and self-service portal.']}, {'end': 11205.191, 'start': 10774.273, 'title': 'Salesforce solutions and knowledge', 'summary': 'Discusses enabling html solutions and configuring solutions in salesforce, creating and attaching solutions to cases, and enabling knowledge base articles with salesforce, emphasizing the differences between solutions and knowledge.', 'duration': 430.918, 'highlights': ['Enabling HTML gives users the ability to have graphics, different types of text, and font, while disabling it makes the content boring text. Enabling HTML solutions enhances user experience with graphics and different text formatting options.', 'Creating solutions records common solutions to common problems, attaching cases, and sending them to customers, with the choice to display them internally or publicly. Creating solutions involves recording common problem-solving steps and choosing display options for internal or public access.', 'Attaching solutions to cases involves searching for relevant solutions based on keywords and sending them directly to customers from case records. Attaching solutions to cases includes searching for relevant solutions and sending them to customers from case records.', 'Enabling knowledge involves creating content called articles, allowing multiple languages, and requiring knowledge feature licenses. Enabling knowledge includes creating articles, allowing multiple languages, and necessitates knowledge feature licenses.', 'Knowledge base articles can be used publicly and internally for online users to search, and they can have categories and tags. Knowledge base articles provide comprehensive information accessible to both internal and external users with categorization and tagging.']}, {'end': 11727.306, 'start': 11205.731, 'title': 'Salesforce knowledge setup', 'summary': 'Explains the process of setting up salesforce knowledge, including creating an article type, enabling and customizing knowledge, and managing articles, with key points such as enabling knowledge, configuring article settings, and creating and managing articles.', 'duration': 521.575, 'highlights': ['Enabling knowledge and creating article type The process begins with enabling knowledge in Salesforce and creating an article type, which is essential for the system to work.', 'Configuring article settings The chapter details the configuration of various article settings, such as allowing users to create and edit articles, specifying validation status, and enabling multiple languages.', 'Managing articles and publishing The transcript explains the process of managing articles, including creating, assigning, validating, and publishing articles in Salesforce Knowledge.']}], 'duration': 1122.035, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p410605271.jpg', 'highlights': ['Enabling knowledge and creating article type is essential for the system to work.', 'Configuring article settings includes allowing users to create and edit articles, specifying validation status, and enabling multiple languages.', 'Managing articles involves creating, assigning, validating, and publishing articles in Salesforce Knowledge.', 'Enabling solutions in Salesforce entails accessing the Setup menu, navigating to Solutions, and configuring Solution Settings, which includes options for browsing solutions, multilingual support, and self-service portal.', 'Enabling HTML solutions enhances user experience with graphics and different text formatting options.', 'Creating solutions involves recording common problem-solving steps and choosing display options for internal or public access.', 'Attaching solutions to cases includes searching for relevant solutions and sending them to customers from case records.', 'Knowledge base articles provide comprehensive information accessible to both internal and external users with categorization and tagging.', 'Solutions in Salesforce offer lightweight articles for quick problem resolutions, while Salesforce knowledge base provides a more comprehensive repository of information.']}, {'end': 12813.466, 'segs': [{'end': 12264.556, 'src': 'embed', 'start': 12236.971, 'weight': 1, 'content': [{'end': 12239.953, 'text': 'So the notifying case owners is pretty self-explanatory.', 'start': 12236.971, 'duration': 2.982}, {'end': 12242.194, 'text': "They'll get an email whenever a new case comes in.", 'start': 12239.993, 'duration': 2.201}, {'end': 12251.279, 'text': 'However, this enable HTML email means that the HTML format of that email is brought into Salesforce rather than just plain text.', 'start': 12242.774, 'duration': 8.505}, {'end': 12256.144, 'text': 'We also have a few options for inserting the thread ID.', 'start': 12253.2, 'duration': 2.944}, {'end': 12264.556, 'text': "So when using the email to case option, you can send replies and receive replies, and there's a reference ID that's included in that email.", 'start': 12256.264, 'duration': 8.292}], 'summary': 'Notifying case owners via email when new case comes in, enabling html email, and options for inserting thread id in email to case option.', 'duration': 27.585, 'max_score': 12236.971, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p412236971.jpg'}, {'end': 12311.351, 'src': 'embed', 'start': 12281.008, 'weight': 4, 'content': [{'end': 12284.569, 'text': 'So the next one is the email enable the on-demand service.', 'start': 12281.008, 'duration': 3.561}, {'end': 12288.471, 'text': 'So for most customers, this is the option that you would want.', 'start': 12284.589, 'duration': 3.882}, {'end': 12297.398, 'text': "So on the certification exam, you're going to need to understand the difference between on-demand email service and the standard service.", 'start': 12288.951, 'duration': 8.447}, {'end': 12303.623, 'text': 'So the standard service is much more involved where you have to install the email to case agent.', 'start': 12297.939, 'duration': 5.684}, {'end': 12307.307, 'text': 'So if you can actually see that here, you have to install that behind your firewall.', 'start': 12303.684, 'duration': 3.623}, {'end': 12311.351, 'text': "In reality with on-demand, it's quite simple.", 'start': 12308.308, 'duration': 3.043}], 'summary': 'Email enable on-demand service is preferred by most customers for its simplicity. understanding the difference between on-demand and standard service is essential for the certification exam.', 'duration': 30.343, 'max_score': 12281.008, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p412281008.jpg'}, {'end': 12356.01, 'src': 'embed', 'start': 12323.645, 'weight': 3, 'content': [{'end': 12329.648, 'text': 'if the email rate limit has been, you know, received, we can recue the message and have it in sort of a holding area.', 'start': 12323.645, 'duration': 6.003}, {'end': 12331.309, 'text': 'We can bounce it or just delete it.', 'start': 12329.688, 'duration': 1.621}, {'end': 12336.311, 'text': "And then if there's an unauthorized sender, you can either bounce it or just delete it as well.", 'start': 12331.829, 'duration': 4.482}, {'end': 12341.253, 'text': "At this point, I'm going to click save and let Salesforce save my settings.", 'start': 12336.331, 'duration': 4.922}, {'end': 12345.225, 'text': "So there you can see everything's been set up.", 'start': 12342.904, 'duration': 2.321}, {'end': 12356.01, 'text': "Now, I had previously created a routing address for demonstration purposes and you can see here I've got the support team for support at salesforce.com.", 'start': 12345.745, 'duration': 10.265}], 'summary': 'Email rate limit reached, messages in holding area, unauthorized sender dealt with, settings saved, routing address created for support team at salesforce.com.', 'duration': 32.365, 'max_score': 12323.645, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p412323645.jpg'}, {'end': 12813.466, 'src': 'heatmap', 'start': 12686.757, 'weight': 0, 'content': [{'end': 12688.897, 'text': "So first let's talk about email to case.", 'start': 12686.757, 'duration': 2.14}, {'end': 12694.939, 'text': "So I'm going to click on setup and over on the left hand side, I'm going to click on customize cases.", 'start': 12688.917, 'duration': 6.022}, {'end': 12697.139, 'text': "and I'm going to click on email to case.", 'start': 12695.498, 'duration': 1.641}, {'end': 12702.123, 'text': "So you can see here that we've got two email to case addresses set up.", 'start': 12697.72, 'duration': 4.403}, {'end': 12704.164, 'text': 'So, in the case of United Containers,', 'start': 12702.583, 'duration': 1.581}, {'end': 12711.369, 'text': 'they went ahead and created some routing addresses and they confirm those and are having those forwarded to the email service address here.', 'start': 12704.164, 'duration': 7.205}, {'end': 12718.794, 'text': 'So whenever an email is sent to support at unitedcontainers.com, That gets forwarded to their service address.', 'start': 12711.969, 'duration': 6.825}, {'end': 12721.696, 'text': 'The service address in Salesforce creates the case.', 'start': 12719.154, 'duration': 2.542}, {'end': 12725.638, 'text': 'The other thing that they did here was create a web-to-case form.', 'start': 12722.216, 'duration': 3.422}, {'end': 12728.76, 'text': "So here I'm going to click on web-to-case under self-service.", 'start': 12726.139, 'duration': 2.621}, {'end': 12736.185, 'text': 'And they went ahead and enabled the web-to-case option, chose the default origin, and then they went to the HTML generator.', 'start': 12729.441, 'duration': 6.744}, {'end': 12740.308, 'text': 'So here they selected the different fields that they wanted displayed on the page.', 'start': 12736.705, 'duration': 3.603}, {'end': 12743.471, 'text': 'They click generate and it generated that HTML.', 'start': 12740.788, 'duration': 2.683}, {'end': 12747.615, 'text': 'They provided that to their web developer who then posted it on the website.', 'start': 12743.891, 'duration': 3.724}, {'end': 12755.403, 'text': 'So then anyone filling out the fields on that web to case form automatically had a case created in Salesforce on their behalf.', 'start': 12748.135, 'duration': 7.268}, {'end': 12764.968, 'text': 'So the key takeaways for this lesson are that Service Cloud is for customer service and technical support teams to manage cases.', 'start': 12758.126, 'duration': 6.842}, {'end': 12773.609, 'text': 'Cases can be received through manual creation, email, or web forms, and that solutions and knowledge base are great resources for information.', 'start': 12765.708, 'duration': 7.901}, {'end': 12775.97, 'text': 'This guide really helped, Justin.', 'start': 12774.49, 'duration': 1.48}, {'end': 12780.531, 'text': 'I will be prepared to deal with customer queries now, all thanks to Salesforce.', 'start': 12776.43, 'duration': 4.101}, {'end': 12788.227, 'text': 'Not only managing inbound customer inquiries, companies can also spend too much money on custom development for common features.', 'start': 12781.095, 'duration': 7.132}, {'end': 12792.434, 'text': 'In the next lesson, we will find out how Salesforce addresses this issue.', 'start': 12788.748, 'duration': 3.686}, {'end': 12794.337, 'text': "Awesome Let's move on.", 'start': 12793.115, 'duration': 1.222}, {'end': 12811.183, 'text': 'Hi there, if you like this video, subscribe to the Simply Learn YouTube channel and click here to watch similar videos.', 'start': 12804.735, 'duration': 6.448}, {'end': 12813.466, 'text': 'To nerd up and get certified, click here.', 'start': 12811.483, 'duration': 1.983}], 'summary': 'Service cloud automates case creation from email and web forms, enhancing customer support.', 'duration': 47.758, 'max_score': 12686.757, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p412686757.jpg'}], 'start': 11727.306, 'title': 'Salesforce knowledge base & web to case, automation, and email forwarding', 'summary': 'Covers creating articles and adding multimedia content to the salesforce knowledge base, generating a web to case form, configuring email to case with a wait time of up to two minutes, and setting up email forwarding to forward 100% of received emails to a specific address.', 'chapters': [{'end': 11977.353, 'start': 11727.306, 'title': 'Salesforce knowledge base & web to case form', 'summary': 'Discusses creating articles and adding multimedia content to the salesforce knowledge base, as well as generating a web to case form with key points including choosing fields, generating html, and setting up options like default case origin and auto response.', 'duration': 250.047, 'highlights': ['Creating articles and adding multimedia content to the Salesforce knowledge base is a core feature, enabling them to be published and referenced within Salesforce. This highlights the core feature of the Salesforce knowledge base, showcasing its capability to publish and reference articles with multimedia content.', 'Generating a web to case form involves choosing fields, generating HTML, and setting up options like default case origin and auto response. This highlights the key steps involved in generating a web to case form, emphasizing the process of choosing fields, generating HTML, and setting up options like default case origin and auto response.', 'The web to case form requires additional formatting such as a style sheet or table for proper display on a website. This emphasizes the need for additional formatting, such as a style sheet or table, for the web to case form to be properly displayed on a website.']}, {'end': 12572.451, 'start': 11977.353, 'title': 'Salesforce automation: web to case & email to case', 'summary': 'Details the process of creating a web to case form in salesforce, allowing the creation of cases from a website, and configuring email to case, enabling the creation of cases from inbound emails, with a wait time of up to two minutes and the option to create tasks from emails.', 'duration': 595.098, 'highlights': ['Salesforce Web to Case form allows the creation of cases from a website and automatically links the case to the contact, with a typical wait time of 30 seconds to two minutes for case creation. The web to case form in Salesforce creates cases from a website, automatically links the case to the contact, and has a typical wait time of 30 seconds to two minutes for case creation.', 'Email to case in Salesforce enables the creation of cases from inbound emails, with the option to create tasks from emails and a verification process for the email address used for routing. Email to case in Salesforce allows the creation of cases from inbound emails, with the option to create tasks from emails and a verification process for the email address used for routing.', 'Configuring email to case in Salesforce involves enabling the feature, setting up forwarding rules on the email server, and defining options for inserting thread IDs, email service, and case priority. Configuring email to case in Salesforce involves enabling the feature, setting up forwarding rules on the email server, and defining options for inserting thread IDs, email service, and case priority.']}, {'end': 12813.466, 'start': 12573.332, 'title': 'Setting up email forwarding in salesforce', 'summary': 'Discusses setting up email forwarding in salesforce to forward 100% of received emails to a specific address, creating web-to-case forms to automatically generate cases in salesforce, and utilizing service cloud for managing customer inquiries and technical support.', 'duration': 240.134, 'highlights': ['Setting up email forwarding to forward 100% of received emails to a specific address in Salesforce. The email server needs to have a forwarding rule that forwards all emails from a specific address to a service address, ensuring 100% of received emails are forwarded.', 'Creating web-to-case forms to automatically generate cases in Salesforce. Enabling the web-to-case option, choosing the default origin, and generating HTML forms to automatically create cases in Salesforce when filled out on the website.', 'Utilizing Service Cloud for managing customer inquiries and technical support. Service Cloud is used by customer service and technical support teams to manage cases received through manual creation, email, or web forms, along with utilizing solutions and knowledge base for information.']}], 'duration': 1086.16, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/f1AMkMQw-p4/pics/f1AMkMQw-p411727306.jpg', 'highlights': ['The web to case form in Salesforce creates cases from a website, automatically links the case to the contact, and has a typical wait time of 30 seconds to two minutes for case creation.', 'Email to case in Salesforce allows the creation of cases from inbound emails, with the option to create tasks from emails and a verification process for the email address used for routing.', 'Enabling the web-to-case option, choosing the default origin, and generating HTML forms to automatically create cases in Salesforce when filled out on the website.', 'Service Cloud is used by customer service and technical support teams to manage cases received through manual creation, email, or web forms, along with utilizing solutions and knowledge base for information.', 'The email server needs to have a forwarding rule that forwards all emails from a specific address to a service address, ensuring 100% of received emails are forwarded.', 'Configuring email to case in Salesforce involves enabling the feature, setting up forwarding rules on the email server, and defining options for inserting thread IDs, email service, and case priority.', 'Creating articles and adding multimedia content to the Salesforce knowledge base is a core feature, enabling them to be published and referenced within Salesforce.', 'The web to case form requires additional formatting such as a style sheet or table for proper display on a website.', 'Generating a web to case form involves choosing fields, generating HTML, and setting up options like default case origin and auto response.']}], 'highlights': ['Customizing Salesforce homepage, tabs, and branding crucial for high adoption rates.', 'Enterprise Edition is the most popular, offering workflow rules, integrations, sandbox, and robust security.', 'Demonstrating the ability to have up to 3 million characters in Salesforce for code, with the current usage at about 49,000, indicating less than 2% utilization.', 'Leads in Salesforce serve as a holding area for cold prospects, helping to qualify potential customers, and the process of converting a lead into an opportunity is outlined.', 'Creating custom price books Salesforce customers primarily use custom price books, offering more flexibility and customization, while standard price books come with Salesforce out of the box.', 'The lead assignment rules in Salesforce automatically route new leads to the most appropriate salesperson based on set logic and criteria, such as geography, budget, product interest, or company size.', 'Automated Scheduling of Reports in Salesforce: The report is scheduled to be emailed to three users every weekday at 9 a.m., eliminating the need for manual report creation and spreadsheet updating.', 'Customizing quote templates in Salesforce allows for significant customization and addition of custom fields and graphics.', 'Enabling knowledge and creating article type is essential for the system to work.', 'The web to case form in Salesforce creates cases from a website, automatically links the case to the contact, and has a typical wait time of 30 seconds to two minutes for case creation.']}