title
Salesforce Training Video For Beginners - 2 | Sales Cloud Training |Salesforce Tutorial |Simplilearn

description
🔥 IITM Pravartak Professional Certificate Program In Full Stack Development - MERN (India Only): https://www.simplilearn.com/full-stack-developer-course-and-certification-iitm-pravartak?utm_campaign=SCE-FullstackIITM&utm_medium=DescriptionFF&utm_source=youtube 🔥Post Graduate Program In Full Stack Web Development: https://www.simplilearn.com/pgp-full-stack-web-development-certification-training-course?utm_campaign=Salesforce-iwduVTA0bUg&utm_medium=DescriptionFF&utm_source=youtube 🔥Caltech Coding Bootcamp (US Only): https://www.simplilearn.com/coding-bootcamp?utm_campaign=Salesforce-iwduVTA0bUg&utm_medium=DescriptionFF&utm_source=youtube This Salesforce Training Video will help you understand what is sales cloud in Salesforce, creating and converting leads in salesforce, creating accounts, products, opportunities and activities in Salesforce. Most sales teams are challenged with managing inbound leads, including assignment, logging activities, and follow-up. The leads object in Salesforce allows sales managers to assign inbound leads from websites through leads assignment rules. The activities object allows for the reporting of tasks such as outbound calls, and events, such as in-person meetings, lastly reports can be created to display closing rates and average length of sales cycles. This Salesforce Training Video will explain: 1. How to create a lead as well converting the leads 2. How to create accounts, contacts, and email templates 3. How to create price books, products, opportunities and activities 4. How to create a web-to-lead form and leading assignment rules 6. Record Types 🔥 Enroll for FREE Salesforce Course & Get your Completion Certificate: https://www.simplilearn.com/learn-salesforce-basics-skillup?utm_campaign=Salesforce&utm_medium=Description&utm_source=youtube Subscribe to Simplilearn channel for more Salesforce Training Vides For Beginners - https://www.youtube.com/user/Simplilearn?sub_confirmation=1 Check our Salesforce Training Videos For Beginners Playlist: https://www.youtube.com/watch?v=7K42geizQCI&list=PLEiEAq2VkUUK0x8URvIzHZ3_JYTdHxTAd Salesforce Articles - https://www.simplilearn.com/resources/salesforce-training?utm_campaign=Salesforce-administrator-video-part2-iwduVTA0bUg&utm_medium=Tutorials&utm_source=youtube To gain in-depth knowledge of Salesforce, check our Salesforce Administrator Training & App Builder (Developer) Certification Training: https://www.simplilearn.com/salesforce/salesforce-administrator-training?utm_campaign=Salesforce-administrator-video-part2-iwduVTA0bUg&utm_medium=Tutorials&utm_source=youtube #salesforce #salesforcetrainingvideosforbeginners #salesforcedevelopertrainingvideosforbeginners #salesforceadministratortraining #salesforcetutorial #saleslightningVideosForBeginners - - - - - - - ➡️ About Post Graduate Program In Full Stack Web Development This program will give you the foundation for building full-stack web apps using the Java programming language. You'll begin with the basics of JavaScript, and then venture into some of the more advanced concepts like Angular, Spring Boot, Hibernate, JSPs, and MVC. Now is the perfect time to get started on your career as a full-stack web developer! ✅ Key Features - Caltech CTME Post Graduate Certificate - Enrolment in Simplilearn’s JobAssist - Receive up to 25 CEUs from Caltech CTME - Simplilearn's JobAssist helps you get noticed by top hiring companies - Attend Masterclasses from Caltech CTME instructors - Live virtual classes led by industry experts, hands-on projects and integrated labs - Online Convocation by Caltech CTME Program Director - 20 lesson-end and 5 phase-end projects - Capstone Project in 4 domains - Caltech CTME Circle Membership - Build your own portfolio on GitHub ✅ Skills Covered - Agile - JAVA - Hibernate and JPA - Spring Core 50 - DevOps - HTML5 and CSS3 - AWS - JavaScript ES6 - Servlets - SOAP and REST - JSP - - - - - - - - - Learn More: https://www.simplilearn.com/pgp-full-stack-web-development-certification-training-course?utm_campaign=Salesforce-iwduVTA0bUg&utm_medium=Description&utm_source=youtube 🔥🔥 Interested in Attending Live Classes? Call Us: IN - 18002127688 / US - +18445327688

detail
{'title': 'Salesforce Training Video For Beginners - 2 | Sales Cloud Training |Salesforce Tutorial |Simplilearn', 'heatmap': [{'end': 1115.817, 'start': 1045.183, 'weight': 0.739}, {'end': 2096.437, 'start': 2030.148, 'weight': 0.943}, {'end': 2713.72, 'start': 2587.565, 'weight': 0.869}, {'end': 3208.919, 'start': 3136.878, 'weight': 0.739}], 'summary': 'This salesforce training video provides comprehensive insights into managing inbound leads, lead conversion, email functionality, product and opportunity management, activities, web-to-lead forms, campaign management, and record types in salesforce, offering practical guidance and emphasizing key functionalities and limitations.', 'chapters': [{'end': 823.597, 'segs': [{'end': 58.193, 'src': 'embed', 'start': 22.547, 'weight': 0, 'content': [{'end': 28.512, 'text': "However, I'm struggling to understand how Salesforce will help us to manage inbound leads and other aspects.", 'start': 22.547, 'duration': 5.965}, {'end': 31.448, 'text': "You know, Debbie, that's an excellent question.", 'start': 29.465, 'duration': 1.983}, {'end': 38.276, 'text': 'Companies looking for managing inbound leads and follow-up reporting are slowly moving to Salesforce for automating this process.', 'start': 31.988, 'duration': 6.288}, {'end': 44.684, 'text': 'Most sales teams are challenged with managing inbound leads, including assignment logging activities and follow-up.', 'start': 39.037, 'duration': 5.647}, {'end': 51.749, 'text': 'the leads object in salesforce allows sales managers to assign inbound leads from websites through lead assignment rules.', 'start': 45.365, 'duration': 6.384}, {'end': 58.193, 'text': 'the activities object allows for the reporting of tasks such as outbound calls and events such as in-person meetings.', 'start': 51.749, 'duration': 6.444}], 'summary': 'Salesforce assists in managing inbound leads and automating follow-up, addressing challenges faced by sales teams.', 'duration': 35.646, 'max_score': 22.547, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg22547.jpg'}, {'end': 109.299, 'src': 'embed', 'start': 79.67, 'weight': 2, 'content': [{'end': 90.554, 'text': 'creating price books, products, opportunities and activities, creating a web to lead form and lead assignment rules and creating campaigns.', 'start': 79.67, 'duration': 10.884}, {'end': 95.496, 'text': "To get started, the first thing we're going to talk about here is the leads homepage.", 'start': 91.834, 'duration': 3.662}, {'end': 109.299, 'text': 'The leads homepage is used to view lists of data, import leads, transfer leads, use the mass email leads tool, as well as mass add leads to campaign.', 'start': 97.016, 'duration': 12.283}], 'summary': 'Creating sales materials and managing leads through homepage.', 'duration': 29.629, 'max_score': 79.67, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg79670.jpg'}, {'end': 327.539, 'src': 'embed', 'start': 280.479, 'weight': 3, 'content': [{'end': 287.143, 'text': "We'll talk about this later on when we talk about campaigns, but, uh, you know, from the leads homepage here, you have access to all these tools.", 'start': 280.479, 'duration': 6.664}, {'end': 291.793, 'text': 'The next thing I want to talk about is list views.', 'start': 289.212, 'duration': 2.581}, {'end': 294.515, 'text': "And to do that, we're going to jump back to the presentation.", 'start': 291.994, 'duration': 2.521}, {'end': 297.917, 'text': 'So in Salesforce, we have a feature called list views.', 'start': 295.556, 'duration': 2.361}, {'end': 302.72, 'text': 'So here are some of the aspects of the list views in Salesforce.', 'start': 298.577, 'duration': 4.143}, {'end': 306.802, 'text': 'You can quickly access lists based on type and criteria.', 'start': 303.26, 'duration': 3.542}, {'end': 310.504, 'text': 'You can filter based on campaign and ownership.', 'start': 307.382, 'duration': 3.122}, {'end': 313.906, 'text': 'You can also control security through roles and groups.', 'start': 311.264, 'duration': 2.642}, {'end': 317.607, 'text': 'You can use up to 10 rows of filter criteria.', 'start': 314.724, 'duration': 2.883}, {'end': 323.114, 'text': "You can also create advanced logic grouping of the criteria as well, which we'll get to.", 'start': 318.288, 'duration': 4.826}, {'end': 327.539, 'text': 'You can drag and drop the different columns of the list to reorder them.', 'start': 323.754, 'duration': 3.785}], 'summary': 'Salesforce list views offer quick access and advanced filtering with up to 10 rows of criteria and drag-and-drop column reordering.', 'duration': 47.06, 'max_score': 280.479, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg280479.jpg'}], 'start': 0.629, 'title': 'Salesforce for managing inbound leads', 'summary': 'Discusses implementing salesforce for managing inbound leads and follow-up reporting, addressing sales team challenges, and benefits of automating lead assignment. it also covers the leads homepage tools, functionalities, and features such as import, mass delete, transfer, mass email, and list views.', 'chapters': [{'end': 58.193, 'start': 0.629, 'title': 'Salesforce for managing inbound leads', 'summary': 'Discusses the implementation of salesforce for managing inbound leads and follow-up reporting, highlighting the challenges faced by sales teams and the benefits of using salesforce for automating lead assignment and reporting activities.', 'duration': 57.564, 'highlights': ['Salesforce automates the process of managing inbound leads and follow-up reporting, addressing the challenges faced by sales teams.', 'The leads object in Salesforce enables sales managers to assign inbound leads from websites through lead assignment rules.', 'The activities object in Salesforce allows for the reporting of tasks such as outbound calls and events such as in-person meetings.']}, {'end': 823.597, 'start': 58.193, 'title': 'Salesforce leads management', 'summary': 'Covers the leads homepage, including tools such as import leads, mass delete leads, transfer leads, mass email leads, and mass ad leads to campaign, as well as list views, with key functionalities and features.', 'duration': 765.404, 'highlights': ['The chapter covers the leads homepage, including tools such as import leads, mass delete leads, transfer leads, mass email leads, and mass ad leads to campaign. The leads homepage provides tools for importing, deleting, transferring, emailing, and adding leads to campaigns, offering practical functionalities for lead management.', 'List views in Salesforce allow users to quickly access lists based on type and criteria, filter based on campaign and ownership, and control security through roles and groups. List views enable quick access and filtering based on various criteria, providing control over data visibility and security.', 'Users can create and customize list views by adding or removing fields, configuring filter criteria, and controlling visibility for individual or group use. Users have the flexibility to create custom list views by adding/removing fields, setting filter criteria, and controlling visibility, enhancing data management and personalization.']}], 'duration': 822.968, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg629.jpg', 'highlights': ['Salesforce automates managing inbound leads and follow-up reporting, addressing sales team challenges.', 'Leads object enables sales managers to assign inbound leads from websites through lead assignment rules.', 'Leads homepage provides tools for importing, deleting, transferring, emailing, and adding leads to campaigns.', 'List views in Salesforce allow users to quickly access lists based on type and criteria, filter based on campaign and ownership, and control security through roles and groups.', 'Users can create and customize list views by adding or removing fields, configuring filter criteria, and controlling visibility for individual or group use.']}, {'end': 1313.763, 'segs': [{'end': 892.247, 'src': 'embed', 'start': 824.017, 'weight': 0, 'content': [{'end': 830.764, 'text': "And what that's gonna do is it's gonna just copy that list, the list view, I should say, and it's gonna create that as an option here.", 'start': 824.017, 'duration': 6.747}, {'end': 839.041, 'text': "So the next thing we're going to talk about here is actually creating leads in Salesforce.", 'start': 834.238, 'duration': 4.803}, {'end': 842.803, 'text': 'When creating leads, there are a few considerations.', 'start': 839.981, 'duration': 2.822}, {'end': 846.465, 'text': 'You want to create a record for any prospective customers.', 'start': 843.583, 'duration': 2.882}, {'end': 852.328, 'text': 'You want to log your initial activities, such as cold calls, create notes on conversations,', 'start': 846.825, 'duration': 5.503}, {'end': 856.591, 'text': "and it's also a holding area for the different mass marketing tools, like Pardot and others,", 'start': 852.328, 'duration': 4.263}, {'end': 859.813, 'text': 'that will actually use those leads for marketing purposes.', 'start': 856.591, 'duration': 3.222}, {'end': 866.581, 'text': "So a lot of times there's questions regarding the difference between a lead and a contact, or a lead and an account,", 'start': 860.74, 'duration': 5.841}, {'end': 868.102, 'text': 'or even a lead and an opportunity.', 'start': 866.581, 'duration': 1.521}, {'end': 873.863, 'text': 'Well, the funny thing is, is that leads actually end up being a part of all three of those.', 'start': 868.762, 'duration': 5.101}, {'end': 879.824, 'text': 'So the purpose of leads in Salesforce is really to be this last bullet point here.', 'start': 874.123, 'duration': 5.701}, {'end': 883.545, 'text': "It's really a holding area for your cold prospects.", 'start': 879.944, 'duration': 3.601}, {'end': 892.247, 'text': "So if you sell truck parts, you know, and you've got someone that's inquiring about you know, maybe, you know, tanker services.", 'start': 883.625, 'duration': 8.622}], 'summary': 'Creating leads in salesforce involves recording prospective customers, logging activities, and serving as a holding area for mass marketing tools like pardot.', 'duration': 68.23, 'max_score': 824.017, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg824017.jpg'}, {'end': 954.327, 'src': 'embed', 'start': 928.23, 'weight': 1, 'content': [{'end': 936.516, 'text': '100 leads and you know five to 10% of them end up being what you would call qualified, then those are actually leads.', 'start': 928.23, 'duration': 8.286}, {'end': 944.702, 'text': 'But if you have, you know, if you have 100 leads and 30% of them are being qualified, those should actually be opportunities.', 'start': 937.116, 'duration': 7.586}, {'end': 951.726, 'text': "So it's assumed that the majority of the leads 90% plus are probably not going to move forward.", 'start': 945.402, 'duration': 6.324}, {'end': 954.327, 'text': "They're not going to move past that qualification stage.", 'start': 952.006, 'duration': 2.321}], 'summary': '5-10% of leads are qualified, 30% become opportunities. majority, 90%+, do not move forward.', 'duration': 26.097, 'max_score': 928.23, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg928230.jpg'}, {'end': 1005.005, 'src': 'embed', 'start': 978.66, 'weight': 5, 'content': [{'end': 982.722, 'text': "Whereas accounts, contacts and opportunities, which we'll talk about here shortly,", 'start': 978.66, 'duration': 4.062}, {'end': 988.406, 'text': 'that is for your active and or qualified base of customers or clients.', 'start': 982.722, 'duration': 5.684}, {'end': 995.198, 'text': "Now we're actually going to jump back into Salesforce and create a lead here.", 'start': 991.094, 'duration': 4.104}, {'end': 1005.005, 'text': "I'm looking at the leads tab and at this point I can actually click on this new lead button, but I'm going to actually do it a different way,", 'start': 998.18, 'duration': 6.825}], 'summary': 'Salesforce tutorial covers creating leads and managing customer base.', 'duration': 26.345, 'max_score': 978.66, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg978660.jpg'}, {'end': 1115.817, 'src': 'heatmap', 'start': 1045.183, 'weight': 0.739, 'content': [{'end': 1048.204, 'text': "So for example, I'm gonna fill out this lead.", 'start': 1045.183, 'duration': 3.021}, {'end': 1054.706, 'text': "And if you don't know the company, you could put not available, something along those lines.", 'start': 1049.744, 'duration': 4.962}, {'end': 1060.889, 'text': "Let's say, it's somebody that you met at a coffee shop or on the plane and you're not really sure what the company is or work for.", 'start': 1055.046, 'duration': 5.843}, {'end': 1062.549, 'text': 'but maybe they give you their cell phone number.', 'start': 1060.889, 'duration': 1.66}, {'end': 1066.551, 'text': 'So you would just type in the different field values like so.', 'start': 1063.029, 'duration': 3.522}, {'end': 1070.034, 'text': 'And you can also change the lead status.', 'start': 1068.171, 'duration': 1.863}, {'end': 1071.155, 'text': 'The default is open.', 'start': 1070.074, 'duration': 1.081}, {'end': 1074.239, 'text': "It's recommended just to leave it as open for now.", 'start': 1071.475, 'duration': 2.764}, {'end': 1075.841, 'text': 'And then I can click save.', 'start': 1074.68, 'duration': 1.161}, {'end': 1085.114, 'text': "Now what this will do is it will create a new lead and it'll make me the owner because I'm actually logged in and the one that's actually creating it.", 'start': 1077.644, 'duration': 7.47}, {'end': 1091.877, 'text': "It's at this point in time that a salesperson would come along and say well, we've got a lead here.", 'start': 1086.573, 'duration': 5.304}, {'end': 1092.998, 'text': "I've got a phone number.", 'start': 1091.877, 'duration': 1.121}, {'end': 1100.044, 'text': "I'm gonna call this guy and I'm gonna see if they're interested in actually making a purchase or where they're at in the process.", 'start': 1092.998, 'duration': 7.046}, {'end': 1105.949, 'text': 'Now once they do that, they can come down here and log a call, make any notes they wanna make and click save.', 'start': 1100.584, 'duration': 5.365}, {'end': 1109.031, 'text': "And then it'll log that a call happened.", 'start': 1107.45, 'duration': 1.581}, {'end': 1115.817, 'text': 'So again, a lead is really a placeholder for those initial prospects, those unqualified prospects.', 'start': 1109.091, 'duration': 6.726}], 'summary': 'Demonstration of creating and managing a lead in the system for sales process.', 'duration': 70.634, 'max_score': 1045.183, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1045183.jpg'}, {'end': 1166.044, 'src': 'embed', 'start': 1140.703, 'weight': 3, 'content': [{'end': 1146.308, 'text': "Salesforce is going to take the company and it's going to create an account and it's going to take the name and create a contact.", 'start': 1140.703, 'duration': 5.605}, {'end': 1153.194, 'text': "Now, the reason I bring that up now is if you don't have a company in here, then it might cause some confusion.", 'start': 1146.929, 'duration': 6.265}, {'end': 1156.057, 'text': 'So data quality is really important.', 'start': 1153.254, 'duration': 2.803}, {'end': 1162.001, 'text': 'So if I want this to work, I need to actually put in the right company name.', 'start': 1156.617, 'duration': 5.384}, {'end': 1164.003, 'text': "And it's a required field, by the way.", 'start': 1162.422, 'duration': 1.581}, {'end': 1166.044, 'text': "So Salesforce doesn't let you get away without it.", 'start': 1164.083, 'duration': 1.961}], 'summary': 'Salesforce requires accurate data input for company and contact creation.', 'duration': 25.341, 'max_score': 1140.703, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1140703.jpg'}], 'start': 824.017, 'title': 'Salesforce lead management', 'summary': 'Covers creating and managing leads in salesforce, with a focus on the lead creation process, criteria for qualifying leads, and lead conversion process, highlighting the significance of data quality and the role of accounts, contacts, and opportunities in the sales process. it also mentions a general rule of 5-10% qualified leads out of 100.', 'chapters': [{'end': 978.08, 'start': 824.017, 'title': 'Creating and managing leads in salesforce', 'summary': 'Discusses the process of creating leads in salesforce, highlighting the purpose of leads as a holding area for cold prospects and the criteria for qualifying leads, with a general rule of 5-10% qualified leads out of 100, leading to opportunities.', 'duration': 154.063, 'highlights': ['Leads in Salesforce serve as a holding area for cold prospects, allowing for initial activities and qualification, supporting the purpose of creating a record for prospective customers. Leads in Salesforce are a holding area for cold prospects, allowing for initial activities such as cold calls, creation of notes, and serving as a record for prospective customers.', 'Qualifying leads is determined by the business, with a general rule of 5-10% qualified leads out of 100, leading to opportunities. Qualifying leads is determined by the business, with a general rule of 5-10% qualified leads out of 100, leading to opportunities, while the majority of leads (90%+) may not move past the qualification stage.', 'Leads differentiate from contacts, accounts, and opportunities, serving as a part of all three. Leads differentiate from contacts, accounts, and opportunities, serving as a part of all three, and act as a holding area for cold prospects.']}, {'end': 1313.763, 'start': 978.66, 'title': 'Salesforce lead conversion process', 'summary': 'Explains the process of creating and converting leads in salesforce, emphasizing the distinction between creating a new lead and creating a new list view, the importance of data quality, and the significance of accounts, contacts, and opportunities in the sales process.', 'duration': 335.103, 'highlights': ['The process of creating and converting leads in Salesforce is explained, emphasizing the distinction between creating a new lead and creating a new list view. The chapter emphasizes the distinction between creating a new lead and creating a new list view in Salesforce, addressing the confusion that Salesforce customers often face in differentiating between the two actions.', 'The importance of data quality in the lead conversion process is highlighted, emphasizing the significance of providing accurate company information for successful lead conversion. The chapter emphasizes the importance of data quality in the lead conversion process, highlighting the significance of providing accurate company information for successful lead conversion and the requirement of the company name as a mandatory field.', 'The significance of accounts, contacts, and opportunities in the sales process is explained, highlighting their roles in representing the company, individual contacts, and potential transactions, respectively. The chapter explains the significance of accounts, contacts, and opportunities in the sales process, highlighting their roles in representing the company, individual contacts, and potential transactions, and also mentioning the steps involved in creating them through lead conversion.']}], 'duration': 489.746, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg824017.jpg', 'highlights': ['Leads in Salesforce serve as a holding area for cold prospects, allowing for initial activities and qualification, supporting the purpose of creating a record for prospective customers.', 'Qualifying leads is determined by the business, with a general rule of 5-10% qualified leads out of 100, leading to opportunities, while the majority of leads (90%+) may not move past the qualification stage.', 'The process of creating and converting leads in Salesforce is explained, emphasizing the distinction between creating a new lead and creating a new list view.', 'The importance of data quality in the lead conversion process is highlighted, emphasizing the significance of providing accurate company information for successful lead conversion.', 'Leads differentiate from contacts, accounts, and opportunities, serving as a part of all three, and act as a holding area for cold prospects.', 'The significance of accounts, contacts, and opportunities in the sales process is explained, highlighting their roles in representing the company, individual contacts, and potential transactions, respectively.']}, {'end': 1620.88, 'segs': [{'end': 1340.157, 'src': 'embed', 'start': 1314.243, 'weight': 1, 'content': [{'end': 1320.906, 'text': "But for now you just need to know that when you convert a lead, it's also going to create this opportunity,", 'start': 1314.243, 'duration': 6.663}, {'end': 1323.487, 'text': 'unless you check that checkbox to tell it not to.', 'start': 1320.906, 'duration': 2.581}, {'end': 1329.709, 'text': "The next thing we're going to talk about now is creating accounts.", 'start': 1326.748, 'duration': 2.961}, {'end': 1338.635, 'text': "Accounts in Salesforce, which we've touched on briefly, already really represent the business, the organization or, in some cases,", 'start': 1331.249, 'duration': 7.386}, {'end': 1340.157, 'text': "the household that you're working with.", 'start': 1338.635, 'duration': 1.522}], 'summary': 'Converting a lead creates an opportunity, unless checkbox is checked. next, creating accounts in salesforce represents the business or organization.', 'duration': 25.914, 'max_score': 1314.243, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1314243.jpg'}, {'end': 1422.143, 'src': 'embed', 'start': 1360.388, 'weight': 0, 'content': [{'end': 1363.91, 'text': "You would generally put the family's last name and then put a household.", 'start': 1360.388, 'duration': 3.522}, {'end': 1369.492, 'text': 'So you could put the Davis household in my case or the Adams household or whatever the case may be.', 'start': 1363.97, 'duration': 5.522}, {'end': 1371.353, 'text': 'You can put that in for the account name.', 'start': 1369.712, 'duration': 1.641}, {'end': 1375.338, 'text': 'Accounts can have multiple contacts and opportunities.', 'start': 1372.836, 'duration': 2.502}, {'end': 1380.081, 'text': "So the whole point of the account is it's really the focal point of Salesforce.", 'start': 1375.438, 'duration': 4.643}, {'end': 1385.084, 'text': 'So accounts, you know, you could consider it to really be the cornerstone record of everything else.', 'start': 1380.161, 'duration': 4.923}, {'end': 1391.468, 'text': 'So, you know, cases and in contacts, everything else sort of revolves around accounts for better or worse.', 'start': 1385.144, 'duration': 6.324}, {'end': 1397.832, 'text': 'And the idea there is that you can have multiple contacts that are linked to a particular account.', 'start': 1392.288, 'duration': 5.544}, {'end': 1400.714, 'text': 'You can also have multiple opportunities.', 'start': 1399.073, 'duration': 1.641}, {'end': 1407.156, 'text': 'So you can have the, you know, truck parts Inc corporation, you know, the, the business there is the account.', 'start': 1400.814, 'duration': 6.342}, {'end': 1412.259, 'text': 'And then there are, you know, five or 10 contacts linked to that particular account.', 'start': 1407.737, 'duration': 4.522}, {'end': 1415.1, 'text': 'Account name is the only required field.', 'start': 1413.239, 'duration': 1.861}, {'end': 1422.143, 'text': "So when you create a new account in Salesforce, you know, right out of the box, the only field that's required is the name.", 'start': 1415.16, 'duration': 6.983}], 'summary': 'Accounts are the focal point of salesforce, with multiple contacts and opportunities linked to them. the account name is the only required field for creating a new account.', 'duration': 61.755, 'max_score': 1360.388, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1360388.jpg'}, {'end': 1581.126, 'src': 'embed', 'start': 1553.029, 'weight': 6, 'content': [{'end': 1555.49, 'text': 'You can log interactions such as tasks and events.', 'start': 1553.029, 'duration': 2.461}, {'end': 1558.092, 'text': 'You can also sync them with Outlook or Gmail.', 'start': 1556.151, 'duration': 1.941}, {'end': 1561.934, 'text': "You can also do that on leads, but it's primarily done on contacts,", 'start': 1558.512, 'duration': 3.422}, {'end': 1567.578, 'text': 'because the contacts that you have are the actual individuals you really want to be talking to.', 'start': 1561.934, 'duration': 5.644}, {'end': 1574.641, 'text': "So we're going to jump into Salesforce again here and we're actually going to create a new contact.", 'start': 1569.557, 'duration': 5.084}, {'end': 1577.784, 'text': "So we're at my Truck Parts Inc account.", 'start': 1574.681, 'duration': 3.103}, {'end': 1581.126, 'text': "So now I'm going to click on the new contact button.", 'start': 1578.404, 'duration': 2.722}], 'summary': 'Salesforce allows logging interactions and syncing with outlook or gmail, focusing on contacts rather than leads.', 'duration': 28.097, 'max_score': 1553.029, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1553029.jpg'}], 'start': 1314.243, 'title': 'Salesforce lead conversion and account management', 'summary': 'Discusses the process of converting leads in salesforce to create opportunities and the significance of creating accounts, emphasizing their role as the focal point and cornerstone record of the platform. it also covers creating accounts and contacts, highlighting the process of creating new accounts with required fields and managing interactions with contacts.', 'chapters': [{'end': 1400.714, 'start': 1314.243, 'title': 'Salesforce: converting leads and creating accounts', 'summary': 'Discusses the process of converting leads to create opportunities and the significance of creating accounts in salesforce, emphasizing their role as the focal point and cornerstone record of the platform, with the ability to have multiple contacts and opportunities.', 'duration': 86.471, 'highlights': ['The significance of accounts in Salesforce as the focal point and cornerstone record of the platform, with the ability to have multiple contacts and opportunities.', 'The process of converting leads to create opportunities and the option to check a checkbox to prevent the creation of opportunities when converting leads.', 'The ability of accounts to represent businesses, organizations, and households, showcasing their versatility in accommodating various types of entities for sales.', "The flexibility of naming accounts, including the option to use household names for individual sales, providing practical examples like 'The Davis household' or 'The Adams household'."]}, {'end': 1620.88, 'start': 1400.814, 'title': 'Salesforce account and contact management', 'summary': 'Covers creating accounts and contacts in salesforce, highlighting the process of creating a new account with required fields and adding contacts to manage interactions, such as tasks and events, with the ability to sync with outlook or gmail.', 'duration': 220.066, 'highlights': ['The chapter covers creating accounts and contacts in Salesforce The chapter provides an overview of the process for creating accounts and contacts in Salesforce.', 'The process of creating a new account with required fields The new account creation process is outlined, emphasizing that the account name is the only required field initially.', 'Adding contacts to manage interactions, such as tasks and events, with the ability to sync with Outlook or Gmail The importance of contacts in managing interactions and their synchronization with Outlook or Gmail is emphasized, serving as a key feature of Salesforce.']}], 'duration': 306.637, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1314243.jpg', 'highlights': ['The significance of accounts in Salesforce as the focal point and cornerstone record of the platform, with the ability to have multiple contacts and opportunities.', 'The process of converting leads to create opportunities and the option to check a checkbox to prevent the creation of opportunities when converting leads.', 'The ability of accounts to represent businesses, organizations, and households, showcasing their versatility in accommodating various types of entities for sales.', "The flexibility of naming accounts, including the option to use household names for individual sales, providing practical examples like 'The Davis household' or 'The Adams household'.", 'The chapter covers creating accounts and contacts in Salesforce The chapter provides an overview of the process for creating accounts and contacts in Salesforce.', 'The process of creating a new account with required fields The new account creation process is outlined, emphasizing that the account name is the only required field initially.', 'Adding contacts to manage interactions, such as tasks and events, with the ability to sync with Outlook or Gmail The importance of contacts in managing interactions and their synchronization with Outlook or Gmail is emphasized, serving as a key feature of Salesforce.']}, {'end': 2591.368, 'segs': [{'end': 1666.696, 'src': 'embed', 'start': 1621.46, 'weight': 0, 'content': [{'end': 1626.265, 'text': "If I click on the account name again, it's going to bring me back and show me that now I have two contacts.", 'start': 1621.46, 'duration': 4.805}, {'end': 1633.653, 'text': 'So the idea is that you will have a running list of contacts associated with an account at any given time.', 'start': 1626.325, 'duration': 7.328}, {'end': 1639.879, 'text': "The next thing we're going to talk about here is creating email templates.", 'start': 1636.275, 'duration': 3.604}, {'end': 1645.562, 'text': 'In Salesforce, we have the ability to send one-time emails and mass emails.', 'start': 1641.579, 'duration': 3.983}, {'end': 1649.405, 'text': 'You need to set up an email template in advance in order to do that.', 'start': 1645.902, 'duration': 3.503}, {'end': 1654.869, 'text': 'So, you know, the features of an email template are here, so you can use them in one-time or mass emails.', 'start': 1650.065, 'duration': 4.804}, {'end': 1659.733, 'text': 'You can also create Visualforce email templates for advanced logic and merging.', 'start': 1655.309, 'duration': 4.424}, {'end': 1666.696, 'text': "But most of the time, Salesforce customers will use a plain text version where you don't have any formatting options.", 'start': 1660.293, 'duration': 6.403}], 'summary': 'Salesforce allows creating email templates for one-time and mass emails, with the ability to use plain text or visualforce templates.', 'duration': 45.236, 'max_score': 1621.46, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1621460.jpg'}, {'end': 2024.184, 'src': 'embed', 'start': 1995.525, 'weight': 2, 'content': [{'end': 1999.387, 'text': "The next thing we're gonna go over here is actually sending an email.", 'start': 1995.525, 'duration': 3.862}, {'end': 2005.294, 'text': "So there's a couple of points to consider when sending individual emails from Salesforce.", 'start': 2000.512, 'duration': 4.782}, {'end': 2011.517, 'text': 'You need to use, you know, the pre-existing templates if you want something standard in there.', 'start': 2005.835, 'duration': 5.682}, {'end': 2015.459, 'text': 'Otherwise you can just, you know, free form type out what you want to say.', 'start': 2011.918, 'duration': 3.541}, {'end': 2018.021, 'text': 'But if you look on the screenshot on the right hand side,', 'start': 2015.88, 'duration': 2.141}, {'end': 2024.184, 'text': 'here we have the ability of selecting a template and even attaching a file to a one-time email that we want to send.', 'start': 2018.021, 'duration': 6.163}], 'summary': 'Salesforce allows sending individual emails with pre-existing templates and file attachments.', 'duration': 28.659, 'max_score': 1995.525, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1995525.jpg'}, {'end': 2096.437, 'src': 'heatmap', 'start': 2030.148, 'weight': 0.943, 'content': [{'end': 2036.952, 'text': "Keep in mind that if that's the case, usually you need to have a contact that's created in reference to that CC or BCC.", 'start': 2030.148, 'duration': 6.804}, {'end': 2042.576, 'text': 'You can also upload any kind of files directly from your computer to this specific email.', 'start': 2037.853, 'duration': 4.723}, {'end': 2045.959, 'text': 'You can also choose between HTML or text.', 'start': 2043.117, 'duration': 2.842}, {'end': 2050.502, 'text': 'Then you can also view a history of all the sent emails on your contacts and leads.', 'start': 2046.479, 'duration': 4.023}, {'end': 2060.347, 'text': "So I'm back into Salesforce here and over on the left hand side I'm going to click on let's say my John Adams contact.", 'start': 2052.697, 'duration': 7.65}, {'end': 2066.896, 'text': 'So if I scroll down to the bottom, I have the ability down here to actually send an email.', 'start': 2060.808, 'duration': 6.088}, {'end': 2076.186, 'text': "If you see a contact page layout that doesn't include the ability to send an email, then you're missing what's called the activity section.", 'start': 2067.817, 'duration': 8.369}, {'end': 2078.368, 'text': "So that's a real simple fix.", 'start': 2076.706, 'duration': 1.662}, {'end': 2083.373, 'text': 'And so what you can do is up in the top right corner, click on edit layout as a system administrator.', 'start': 2078.527, 'duration': 4.846}, {'end': 2087.333, 'text': 'and then down here you have the ability to edit page layout.', 'start': 2084.652, 'duration': 2.681}, {'end': 2089.835, 'text': "so I'm over on the left hand side.", 'start': 2087.333, 'duration': 2.502}, {'end': 2096.437, 'text': "I can click on related lists and I can do things like add, you know activity history, I'm, you know,", 'start': 2089.835, 'duration': 6.602}], 'summary': 'Salesforce allows sending emails, uploading files, and viewing email history within contacts and leads.', 'duration': 66.289, 'max_score': 2030.148, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2030148.jpg'}, {'end': 2322.771, 'src': 'embed', 'start': 2274.607, 'weight': 3, 'content': [{'end': 2283.171, 'text': 'But the best practice is to let email reside in your email client, like Outlook, and then use Salesforce for more of your workflow.', 'start': 2274.607, 'duration': 8.564}, {'end': 2288.395, 'text': 'The sending of emails and the quoting and all of that, that can all be done in Salesforce.', 'start': 2284.552, 'duration': 3.843}, {'end': 2295.022, 'text': "But when you receive emails, they're going to be received back to wherever you receive emails outside of Salesforce.", 'start': 2288.435, 'duration': 6.587}, {'end': 2300.467, 'text': "The next thing we're going to talk about here is the sending of mass emails.", 'start': 2297.624, 'duration': 2.843}, {'end': 2307.304, 'text': "There's some important considerations when mass emailing from Salesforce.", 'start': 2302.622, 'duration': 4.682}, {'end': 2312.506, 'text': 'So you can select up to 250 recipients at a time in professional edition.', 'start': 2307.344, 'duration': 5.162}, {'end': 2322.771, 'text': 'Those limits are actually increased for enterprise and other editions up to 500, but you can only queue up a list of finite list at any given time.', 'start': 2313.027, 'duration': 9.744}], 'summary': 'Use salesforce for workflow, send up to 250 recipients at a time in professional edition.', 'duration': 48.164, 'max_score': 2274.607, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2274607.jpg'}], 'start': 1621.46, 'title': 'Salesforce email functionality', 'summary': 'Covers associating contacts with accounts, creating and using email templates for one-time or mass emails, setting up text email templates, attaching files, organizing templates, sending individual emails, using cc/bcc, and viewing email history. it also explains sending mass emails, recipient limits, daily email limits, inability to receive inbound emails, and the need for pre-created email templates and targeted emailing lists.', 'chapters': [{'end': 1679.603, 'start': 1621.46, 'title': 'Salesforce: contacts and email templates', 'summary': 'Explains how contacts are associated with an account in salesforce, with the ability to create and use email templates for one-time or mass emails, including options for plain text and html versions.', 'duration': 58.143, 'highlights': ['The chapter discusses the association of contacts with an account in Salesforce, highlighting the feature of maintaining a running list of contacts associated with an account at any given time.', 'It explains the process of creating email templates in Salesforce for sending one-time emails and mass emails, emphasizing the need to set up email templates in advance.', 'The chapter details the features of email templates in Salesforce, including the option to create Visualforce email templates for advanced logic and merging, as well as the use of plain text and HTML versions with varying formatting options.']}, {'end': 2106.761, 'start': 1679.963, 'title': 'Salesforce email template creation', 'summary': 'Explains how to create a text email template in salesforce, including the process of setting up the template, adding field data, attaching files, and organizing templates into folders. it also covers sending individual emails, selecting templates, attaching files, adding cc/bcc, and viewing email history for contacts and leads.', 'duration': 426.798, 'highlights': ['The process of creating a text email template in Salesforce, including setting it up, adding field data, and attaching files. Process explained in detail', 'The ability to organize email templates into folders in Salesforce for better management and accessibility. Organizing templates into folders for better management', 'Sending individual emails in Salesforce, including selecting templates, attaching files, adding CC/BCC, and viewing email history for contacts and leads. Explaining the process of sending individual emails and its features']}, {'end': 2591.368, 'start': 2106.761, 'title': 'Salesforce email features', 'summary': 'Explains how to send individual emails, use templates, and send mass emails from salesforce, including limits on recipients and daily emails, the inability to receive inbound emails, and the need for pre-created email templates and targeted emailing lists.', 'duration': 484.607, 'highlights': ['Salesforce allows users to send individual emails, use templates, and send mass emails, with limits on recipients and daily emails. Salesforce users can send individual emails, use templates, and send mass emails, with limits of 250 recipients in professional edition and up to 500 in other editions, with a daily limit of about 1000 emails.', 'In Salesforce, users cannot receive inbound emails, and it is best practice to let emails reside in their email client and use Salesforce for workflow, sending emails, and quoting. Users cannot receive inbound emails in Salesforce, and it is recommended to let emails reside in their email client and use Salesforce for workflow, sending emails, and quoting.', 'Mass emailing in Salesforce has considerations such as limits on recipients, the number of emails that can be sent a day, the need for pre-created email templates, and the ability to track the number of opens and create targeted emailing lists. Mass emailing in Salesforce has limits on recipients, the number of emails that can be sent a day, the need for pre-created email templates, the ability to track the number of opens, and create targeted emailing lists.']}], 'duration': 969.908, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg1621460.jpg', 'highlights': ['The chapter details the features of email templates in Salesforce, including the option to create Visualforce email templates for advanced logic and merging, as well as the use of plain text and HTML versions with varying formatting options.', 'The process of creating a text email template in Salesforce, including setting it up, adding field data, and attaching files. Process explained in detail', 'Sending individual emails in Salesforce, including selecting templates, attaching files, adding CC/BCC, and viewing email history for contacts and leads. Explaining the process of sending individual emails and its features', 'Salesforce allows users to send individual emails, use templates, and send mass emails, with limits on recipients and daily emails. Salesforce users can send individual emails, use templates, and send mass emails, with limits of 250 recipients in professional edition and up to 500 in other editions, with a daily limit of about 1000 emails.', 'Mass emailing in Salesforce has considerations such as limits on recipients, the number of emails that can be sent a day, the need for pre-created email templates, and the ability to track the number of opens and create targeted emailing lists.', 'The chapter discusses the association of contacts with an account in Salesforce, highlighting the feature of maintaining a running list of contacts associated with an account at any given time.', 'It explains the process of creating email templates in Salesforce for sending one-time emails and mass emails, emphasizing the need to set up email templates in advance.', 'In Salesforce, users cannot receive inbound emails, and it is best practice to let emails reside in their email client and use Salesforce for workflow, sending emails, and quoting.']}, {'end': 3557.731, 'segs': [{'end': 2620.644, 'src': 'embed', 'start': 2594.611, 'weight': 0, 'content': [{'end': 2599.034, 'text': "The next thing we're going to talk about here is creating price books in Salesforce.", 'start': 2594.611, 'duration': 4.423}, {'end': 2604.394, 'text': "So there's a couple of things to keep in mind as far as price books are concerned.", 'start': 2600.652, 'duration': 3.742}, {'end': 2610.798, 'text': 'You create price books in Salesforce for tracking the pricing on individual products.', 'start': 2604.815, 'duration': 5.983}, {'end': 2616.542, 'text': 'So you can have pricing for wholesale versus retail and maybe minimum quantities that are associated.', 'start': 2610.858, 'duration': 5.684}, {'end': 2620.644, 'text': 'You can also customize pricing on products on a per customer basis.', 'start': 2617.102, 'duration': 3.542}], 'summary': 'Creating price books in salesforce for tracking product pricing and customizing pricing on a per customer basis.', 'duration': 26.033, 'max_score': 2594.611, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2594611.jpg'}, {'end': 2781.677, 'src': 'embed', 'start': 2755.158, 'weight': 7, 'content': [{'end': 2759.46, 'text': 'And those situations are really categorized using that price book record.', 'start': 2755.158, 'duration': 4.302}, {'end': 2764.682, 'text': 'So your price book should be organized in a logical manner, where,', 'start': 2760.02, 'duration': 4.662}, {'end': 2772.563, 'text': "when you go to add a product to an opportunity which we'll do later on the first thing you're asked is which price book you want to use.", 'start': 2764.682, 'duration': 7.881}, {'end': 2781.677, 'text': 'And so by adding that price book to the opportunity, any products you add after the fact are going to inherit that specific pricing model.', 'start': 2773.024, 'duration': 8.653}], 'summary': 'Organize price book logically to streamline product pricing for opportunities.', 'duration': 26.519, 'max_score': 2755.158, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2755158.jpg'}, {'end': 2869.812, 'src': 'embed', 'start': 2835.318, 'weight': 8, 'content': [{'end': 2838.199, 'text': "you can just archive it, and that's the safest way to go about that.", 'start': 2835.318, 'duration': 2.881}, {'end': 2844.356, 'text': "The next thing we're gonna talk about here is creating products.", 'start': 2841.434, 'duration': 2.922}, {'end': 2847.157, 'text': 'Products in Salesforce.', 'start': 2845.576, 'duration': 1.581}, {'end': 2850.018, 'text': 'are you know really records for you to track?', 'start': 2847.157, 'duration': 2.861}, {'end': 2853.54, 'text': "you know the products you're selling or the services that you're selling as well?", 'start': 2850.018, 'duration': 3.522}, {'end': 2858.503, 'text': "So it's meant for you to create, you know, really a catalog of all your products and services.", 'start': 2854.061, 'duration': 4.442}, {'end': 2861.965, 'text': 'You add them to opportunities and quotes for in-depth reporting.', 'start': 2859.023, 'duration': 2.942}, {'end': 2869.812, 'text': 'So what that means is you know, when you go to view a report, Rather than just seeing a customer name, a date and a dollar amount,', 'start': 2862.385, 'duration': 7.427}], 'summary': 'Salesforce products are records to track and create a catalog of products and services for in-depth reporting.', 'duration': 34.494, 'max_score': 2835.318, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2835318.jpg'}, {'end': 3125.473, 'src': 'embed', 'start': 3101.599, 'weight': 1, 'content': [{'end': 3109.825, 'text': 'So that gives users and managers the ability to say, I want specific pricing based on certain scenarios.', 'start': 3101.599, 'duration': 8.226}, {'end': 3118.13, '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': 3110.285, 'duration': 7.845}, {'end': 3119.911, 'text': "So so that's what that's for.", 'start': 3118.15, 'duration': 1.761}, {'end': 3120.731, 'text': "and now you're done.", 'start': 3119.911, 'duration': 0.82}, {'end': 3123.512, 'text': "So we've created the product with the product name.", 'start': 3120.731, 'duration': 2.781}, {'end': 3125.473, 'text': "You have a product code and it's active.", 'start': 3123.512, 'duration': 1.961}], 'summary': 'Users and managers can set specific pricing based on scenarios, adding price books to opportunities and products on a per price book basis.', 'duration': 23.874, 'max_score': 3101.599, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3101599.jpg'}, {'end': 3208.919, 'src': 'heatmap', 'start': 3136.878, 'weight': 0.739, 'content': [{'end': 3146.06, 'text': "So the next thing we're going to talk about here is creating opportunities in Salesforce, and So opportunities in Salesforce, as I mentioned before,", 'start': 3136.878, 'duration': 9.182}, {'end': 3150.303, 'text': 'allows you to track your sales and potential sales and also forecast on them.', 'start': 3146.06, 'duration': 4.243}, {'end': 3159.67, 'text': 'So what I mean by that is you can run reports and see what opportunities are scheduled to close, based on their close date and dollar amount,', 'start': 3150.984, 'duration': 8.686}, {'end': 3161.272, 'text': 'as well as any stage information.', 'start': 3159.67, 'duration': 1.602}, {'end': 3168.897, 'text': 'You can also do reports of products and any discounts you have, and then report on win rates and overall sales effectiveness.', 'start': 3161.912, 'duration': 6.985}, {'end': 3175.121, 'text': 'So what that means is, if you have 100 opportunities and 10 of them get closed, then you can say well,', 'start': 3169.477, 'duration': 5.644}, {'end': 3178.903, 'text': "we've got a 10% win rate on those opportunities.", 'start': 3175.121, 'duration': 3.782}, {'end': 3185.788, 'text': 'So an opportunity in Salesforce is really there for your salespeople to manage their pipeline.', 'start': 3179.524, 'duration': 6.264}, {'end': 3191.711, 'text': "If you've got any open proposals or open quotes, those would all be opportunities in Salesforce.", 'start': 3186.608, 'duration': 5.103}, {'end': 3196.073, 'text': "So now we're going to jump into Salesforce and actually create an opportunity.", 'start': 3192.511, 'duration': 3.562}, {'end': 3198.974, 'text': "So I'm logged in here.", 'start': 3197.893, 'duration': 1.081}, {'end': 3200.515, 'text': "I'm back at the home tab.", 'start': 3199.014, 'duration': 1.501}, {'end': 3204.337, 'text': 'What I need to do is start by clicking on an account.', 'start': 3201.635, 'duration': 2.702}, {'end': 3208.919, 'text': 'So on this account record, I can actually click this new opportunity button.', 'start': 3204.457, 'duration': 4.462}], 'summary': 'Salesforce opportunities track sales, forecast, run reports, and manage pipeline for salespeople.', 'duration': 72.041, 'max_score': 3136.878, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3136878.jpg'}, {'end': 3196.073, 'src': 'embed', 'start': 3169.477, 'weight': 2, 'content': [{'end': 3175.121, 'text': 'So what that means is, if you have 100 opportunities and 10 of them get closed, then you can say well,', 'start': 3169.477, 'duration': 5.644}, {'end': 3178.903, 'text': "we've got a 10% win rate on those opportunities.", 'start': 3175.121, 'duration': 3.782}, {'end': 3185.788, 'text': 'So an opportunity in Salesforce is really there for your salespeople to manage their pipeline.', 'start': 3179.524, 'duration': 6.264}, {'end': 3191.711, 'text': "If you've got any open proposals or open quotes, those would all be opportunities in Salesforce.", 'start': 3186.608, 'duration': 5.103}, {'end': 3196.073, 'text': "So now we're going to jump into Salesforce and actually create an opportunity.", 'start': 3192.511, 'duration': 3.562}], 'summary': '10% win rate on 100 opportunities in salesforce', 'duration': 26.596, 'max_score': 3169.477, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3169477.jpg'}, {'end': 3239.884, 'src': 'embed', 'start': 3215.922, 'weight': 3, 'content': [{'end': 3222.308, 'text': 'the trouble with that is that you you do need to link it to an account of some type most of the time.', 'start': 3215.922, 'duration': 6.386}, {'end': 3227.112, 'text': 'so i do recommend navigating to the opportunity record from the account.', 'start': 3222.308, 'duration': 4.804}, {'end': 3229.174, 'text': "that way it's automatically filled in.", 'start': 3227.112, 'duration': 2.062}, {'end': 3234.218, 'text': 'what i mean by that is, i can click on new opportunity and that account is already filled in there.', 'start': 3229.174, 'duration': 5.044}, {'end': 3235.84, 'text': "you certainly don't have to do it that way.", 'start': 3234.218, 'duration': 1.622}, {'end': 3237.381, 'text': "that's what i recommend.", 'start': 3235.84, 'duration': 1.541}, {'end': 3239.884, 'text': 'you can just create it directly from the opportunities tab.', 'start': 3237.381, 'duration': 2.503}], 'summary': 'Link opportunity record to account for automatic filling.', 'duration': 23.962, 'max_score': 3215.922, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3215922.jpg'}, {'end': 3393.297, 'src': 'embed', 'start': 3368.476, 'weight': 5, 'content': [{'end': 3375.662, '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': 3368.476, 'duration': 7.186}, {'end': 3381.567, 'text': "And for a lot of sales teams, it's sort of impossible to pinpoint an actual sales date.", 'start': 3376.323, 'duration': 5.244}, {'end': 3385.971, 'text': 'So best practice might be to just make it for the last day of any given month.', 'start': 3382.107, 'duration': 3.864}, {'end': 3393.297, 'text': 'So if you think this will probably close in February, just make it for the end of February and just choose the last day of February.', 'start': 3386.031, 'duration': 7.266}], 'summary': 'Choose the last day of the month as close date for unsigned opportunities.', 'duration': 24.821, 'max_score': 3368.476, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3368476.jpg'}, {'end': 3540.077, 'src': 'embed', 'start': 3499.983, 'weight': 4, 'content': [{'end': 3504.066, 'text': 'Now, if you look here, I can no longer edit this amount field.', 'start': 3499.983, 'duration': 4.083}, {'end': 3507.288, 'text': "Even if I click on the edit button, it's gonna be locked.", 'start': 3504.506, 'duration': 2.782}, {'end': 3513.733, 'text': 'And so what happens is when you add products to an opportunity, it locks that amount field.', 'start': 3507.408, 'duration': 6.325}, {'end': 3520.179, 'text': "And so you can't change it unless you remove these products from the opportunity.", 'start': 3514.813, 'duration': 5.366}, {'end': 3524.783, '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': 3520.519, 'duration': 4.264}, {'end': 3529.928, 'text': "So essentially that's how you create an opportunity as well as adding products down below.", 'start': 3525.304, 'duration': 4.624}, {'end': 3535.673, 'text': "Now, when I clicked add product before, I wasn't prompted to choose a price book.", 'start': 3530.629, 'duration': 5.044}, {'end': 3540.077, 'text': 'Now, if you have more than one active price book, you will be prompted.', 'start': 3536.194, 'duration': 3.883}], 'summary': 'Adding products to an opportunity locks the amount field, requiring product removal to change it. multiple active price books prompt selection when adding a product.', 'duration': 40.094, 'max_score': 3499.983, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3499983.jpg'}], 'start': 2594.611, 'title': 'Salesforce product and opportunity management', 'summary': 'Covers creating and managing price books and products, customizing pricing, creating and archiving price books, and creating products. it also explains the process of creating opportunities in salesforce, setting prices, and linking opportunities to accounts for accuracy and efficiency, emphasizing the importance of required fields, adjusting dollar amounts and close dates, and adding products to opportunity records.', 'chapters': [{'end': 2941.031, 'start': 2594.611, 'title': 'Salesforce price books and products', 'summary': 'Discusses creating and managing price books in salesforce, including customization for wholesale and retail pricing, creating and archiving price books, and creating products to track services and products with the ability to customize fields and renaming products as services.', 'duration': 346.42, 'highlights': ['Creating and managing price books in Salesforce Discusses customization for wholesale and retail pricing, creating and archiving price books, and the ability to customize fields and rename products as services.', 'Organizing price books logically for different pricing models Explains the importance of organizing price books logically for different pricing models and how it influences the pricing of products or services added to opportunities.', 'Creating and tracking products in Salesforce Describes the purpose of creating products to track services and products, along with the ability to customize fields and rename products as services.']}, {'end': 3255.847, 'start': 2941.131, 'title': 'Creating products and opportunities in salesforce', 'summary': 'Covers the process of creating products and opportunities in salesforce, including adding products, setting prices, and creating opportunities to track and forecast sales, with an emphasis on the importance of linking opportunities to accounts for accuracy and efficiency.', 'duration': 314.716, 'highlights': ['The process of creating products involves adding a new product, setting the product code, ensuring the product is active, and adding it to a price book to enable specific pricing based on scenarios. Product creation process, including adding product code and setting prices.', 'Creating opportunities in Salesforce allows salespeople to track potential sales, run reports on opportunities scheduled to close, and analyze win rates and sales effectiveness. Functionality of opportunities in Salesforce, including tracking potential sales and analyzing win rates.', 'The importance of linking opportunities to accounts in Salesforce to ensure accuracy and avoid confusion or errors, with a recommendation to navigate to the opportunity record from the account for automatic filling. Emphasis on the significance of linking opportunities to accounts for accuracy and efficiency.']}, {'end': 3557.731, 'start': 3256.487, 'title': 'Salesforce opportunity management', 'summary': 'Explains the process of creating and managing opportunities in salesforce, emphasizing the importance of filling in required fields, adjusting dollar amounts and close dates, and adding products to an opportunity record, while also discussing best practices for choosing close dates based on forecasting and the impact of adding products on the opportunity amount.', 'duration': 301.244, 'highlights': ['Adding products to an opportunity locks the amount field, preventing changes unless the products are removed. Locking the amount field after adding products, preventing changes without removing the products.', 'Best practice for choosing close dates based on forecasting is to make it for the last day of any given month, allowing for a forecast based on month, rather than a specific date. Recommendation to choose close dates for the last day of any given month for forecasting purposes.', 'In businesses with more than one active price book, users will be prompted to choose a price book when adding products to an opportunity. Prompt to choose a price book when adding products to an opportunity in businesses with multiple active price books.']}], 'duration': 963.12, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg2594611.jpg', 'highlights': ['Creating and managing price books in Salesforce Discusses customization for wholesale and retail pricing, creating and archiving price books, and the ability to customize fields and rename products as services.', 'The process of creating products involves adding a new product, setting the product code, ensuring the product is active, and adding it to a price book to enable specific pricing based on scenarios. Product creation process, including adding product code and setting prices.', 'Creating opportunities in Salesforce allows salespeople to track potential sales, run reports on opportunities scheduled to close, and analyze win rates and sales effectiveness. Functionality of opportunities in Salesforce, including tracking potential sales and analyzing win rates.', 'The importance of linking opportunities to accounts in Salesforce to ensure accuracy and avoid confusion or errors, with a recommendation to navigate to the opportunity record from the account for automatic filling. Emphasis on the significance of linking opportunities to accounts for accuracy and efficiency.', 'Adding products to an opportunity locks the amount field, preventing changes unless the products are removed. Locking the amount field after adding products, preventing changes without removing the products.', 'Best practice for choosing close dates based on forecasting is to make it for the last day of any given month, allowing for a forecast based on month, rather than a specific date. Recommendation to choose close dates for the last day of any given month for forecasting purposes.', 'In businesses with more than one active price book, users will be prompted to choose a price book when adding products to an opportunity. Prompt to choose a price book when adding products to an opportunity in businesses with multiple active price books.', 'Organizing price books logically for different pricing models Explains the importance of organizing price books logically for different pricing models and how it influences the pricing of products or services added to opportunities.', 'Creating and tracking products in Salesforce Describes the purpose of creating products to track services and products, along with the ability to customize fields and rename products as services.']}, {'end': 3904.018, 'segs': [{'end': 3604.413, 'src': 'embed', 'start': 3578.757, 'weight': 0, 'content': [{'end': 3586.762, 'text': 'So what you want to do is use date sensitive, you know, things you need to do tasks as a task record in Salesforce, as the name implies.', 'start': 3578.757, 'duration': 8.005}, {'end': 3590.824, 'text': "If it's time sensitive, then you use the events record.", 'start': 3587.603, 'duration': 3.221}, {'end': 3598.329, 'text': "So it's sort of a quirky area because technically tasks and events are both under the activities banner.", 'start': 3590.905, 'duration': 7.424}, {'end': 3604.413, 'text': "So for example, when you using, you know, data export or import tools, technically they're all just activities.", 'start': 3599.07, 'duration': 5.343}], 'summary': 'Use task record for date-sensitive tasks and events record for time-sensitive events in salesforce.', 'duration': 25.656, 'max_score': 3578.757, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3578757.jpg'}, {'end': 3659.479, 'src': 'embed', 'start': 3618.57, 'weight': 1, 'content': [{'end': 3624.231, 'text': 'You can also log activities, these tasks and events, on any object in Salesforce.', 'start': 3618.57, 'duration': 5.661}, {'end': 3630.732, 'text': 'So any custom object you create, all the standard objects, you can create different tasks and events on them.', 'start': 3624.291, 'duration': 6.441}, {'end': 3635.833, 'text': 'So you can have them on leads or accounts, opportunities, of course, cases, or any custom objects.', 'start': 3630.812, 'duration': 5.021}, {'end': 3637.694, 'text': "So they're sort of everywhere.", 'start': 3636.414, 'duration': 1.28}, {'end': 3645.723, 'text': 'And you know any open tasks you have will also be visible on your homepage, as well as your your itinerary for your calendar items,', 'start': 3638.474, 'duration': 7.249}, {'end': 3646.904, 'text': "which we'll show here in a second.", 'start': 3645.723, 'duration': 1.181}, {'end': 3650.168, 'text': "So I'm logged into Salesforce here.", 'start': 3648.566, 'duration': 1.602}, {'end': 3651.53, 'text': "I'm on the Salesforce homepage.", 'start': 3650.188, 'duration': 1.342}, {'end': 3654.336, 'text': 'And right away I can see my activities.', 'start': 3652.074, 'duration': 2.262}, {'end': 3659.479, 'text': "So for starters I can see that I've got a task that needs to be completed here, a follow up call.", 'start': 3654.456, 'duration': 5.023}], 'summary': 'Salesforce allows logging activities on any object, including leads, accounts, opportunities, and custom objects, providing visibility of open tasks on the homepage and itinerary for calendar items.', 'duration': 40.909, 'max_score': 3618.57, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3618570.jpg'}, {'end': 3781.87, 'src': 'embed', 'start': 3722.72, 'weight': 3, 'content': [{'end': 3729.802, 'text': "So if you find yourself staring at a list of tasks where they're not related to any records, it's gonna be pretty confusing.", 'start': 3722.72, 'duration': 7.082}, {'end': 3736.508, 'text': "So the best thing to do is actually ensure that when you create a task, you're actually linking it to something accordingly.", 'start': 3729.902, 'duration': 6.606}, {'end': 3740.229, 'text': 'so, just to go over that again, I can go back to a contact record.', 'start': 3736.508, 'duration': 3.721}, {'end': 3745.431, 'text': "I can click on this new task button and then, on the task page, it's real simple.", 'start': 3740.229, 'duration': 5.202}, {'end': 3746.892, 'text': 'I choose a subject.', 'start': 3745.431, 'duration': 1.461}, {'end': 3753.574, 'text': "I can also have a predetermined list like, let's say, send a letter, I can choose a due date or leave the due date empty,", 'start': 3746.892, 'duration': 6.682}, {'end': 3756.735, 'text': "which I don't recommend sort of defeats the purpose of the task.", 'start': 3753.574, 'duration': 3.161}, {'end': 3758.236, 'text': 'and then you can click Save here.', 'start': 3756.735, 'duration': 1.501}, {'end': 3761.558, 'text': "And so that's really all there is to it.", 'start': 3758.996, 'duration': 2.562}, {'end': 3764.56, 'text': 'You can also create a list of recurring tasks.', 'start': 3761.918, 'duration': 2.642}, {'end': 3769.543, 'text': "So if there's something you have to do, like every Monday at 8 a.m., for example, you can schedule that here.", 'start': 3764.64, 'duration': 4.903}, {'end': 3775.446, 'text': 'So you can also calculate and put in when you want that recurring task to end.', 'start': 3770.083, 'duration': 5.363}, {'end': 3778.648, 'text': "But that's not how most Salesforce customers use it.", 'start': 3775.987, 'duration': 2.661}, {'end': 3781.87, 'text': "Really, it's meant for those one-off tasks that you need to get done.", 'start': 3778.688, 'duration': 3.182}], 'summary': 'Link tasks to records, set subjects, due dates, and create recurring tasks in salesforce.', 'duration': 59.15, 'max_score': 3722.72, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3722720.jpg'}, {'end': 3870.242, 'src': 'embed', 'start': 3844.608, 'weight': 8, 'content': [{'end': 3849.03, 'text': 'And then, you know, I could click on the lookup glass and select the right contact and all of that.', 'start': 3844.608, 'duration': 4.422}, {'end': 3854.894, 'text': "Usually it's better to just have users go right to the record in question.", 'start': 3850.251, 'duration': 4.643}, {'end': 3863.118, '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': 3855.594, 'duration': 7.524}, {'end': 3870.242, 'text': "That way there's just no confusion because it's really easy for users to, you know, miss, you know, select records.", 'start': 3863.178, 'duration': 7.064}], 'summary': 'Directly accessing the specific record reduces confusion and errors for users.', 'duration': 25.634, 'max_score': 3844.608, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3844608.jpg'}, {'end': 3921.188, 'src': 'embed', 'start': 3888.17, 'weight': 9, 'content': [{'end': 3892.131, 'text': 'You can also install apps that actually will give you a My Activities tab up at the top.', 'start': 3888.17, 'duration': 3.961}, {'end': 3897.674, 'text': "That's not standard functionality, but just as a side note, if you actually want a tab, you can see that there as well.", 'start': 3892.151, 'duration': 5.523}, {'end': 3904.018, 'text': 'The only other area that can be helpful is to look at events in a multi-user view.', 'start': 3898.334, 'duration': 5.684}, {'end': 3909.843, 'text': 'So if I click on this icon down here, I can actually see a list of some of the users in this specific Salesforce account.', 'start': 3904.078, 'duration': 5.765}, {'end': 3912.665, 'text': 'I can also create different list views.', 'start': 3910.283, 'duration': 2.382}, {'end': 3921.188, 'text': 'I can look at their calendars on a monthly basis or weekly basis, or I can even see a list of specific events here as well.', 'start': 3912.725, 'duration': 8.463}], 'summary': 'Salesforce allows installing apps for my activities tab, multi-user view, and custom list views.', 'duration': 33.018, 'max_score': 3888.17, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3888170.jpg'}], 'start': 3557.731, 'title': 'Salesforce activities', 'summary': 'Covers salesforce activity creation, management, and best practices, emphasizing distinctions between tasks and events, linking them to records, and enhancing functionality with apps.', 'chapters': [{'end': 3675.621, 'start': 3557.731, 'title': 'Salesforce activities overview', 'summary': 'Highlights the process of creating and managing activities in salesforce, explaining the distinction between tasks and events, their applicability to different objects, and visibility on the homepage.', 'duration': 117.89, 'highlights': ['Tasks and events are the two main types of activities in Salesforce, with tasks being date sensitive and events being time sensitive.', 'Tasks and events can be logged on any object in Salesforce, including custom and standard objects, such as leads, accounts, opportunities, and cases.', 'Open tasks are visible on the homepage, and the homepage serves as the starting point for managing tasks and meetings in Salesforce.']}, {'end': 3904.018, 'start': 3676.261, 'title': 'Salesforce activities best practices', 'summary': 'Highlights the importance of linking tasks and events to specific records in salesforce to avoid confusion, the process of creating tasks and events, and the significance of viewing activities on the home page and installing apps for enhanced functionality.', 'duration': 227.757, 'highlights': ["The best thing to do is ensure that when you create a task, you're actually linking it to something accordingly, as tasks not linked to any records can be confusing. Emphasizes the importance of linking tasks to specific records to avoid confusion, enhancing workflow efficiency.", "The process of creating tasks involves navigating to the relevant record, clicking on the new task button, selecting a subject, choosing a due date, and saving the task, ensuring it's linked to a specific account and contact record. Provides a step-by-step guide on creating tasks linked to specific records, promoting efficient task management.", "It's recommended to avoid leaving the due date empty when creating a task, as it defeats the purpose of the task. Advises against leaving due dates empty when creating tasks to maintain task relevance and purpose.", "Users can create a list of recurring tasks and schedule them, with the option to specify when the recurring task should end, although it's primarily meant for one-off tasks. Explains the capability of creating recurring tasks, emphasizing its primary use for one-off tasks rather than recurring ones.", "Events should also be linked to specific records to avoid confusion, with the process involving selecting a subject, start and end time, and ensuring it's linked to the right contact or record. Stresses the significance of linking events to specific records to maintain clarity and avoid confusion.", "It's recommended to go right to the record in question to create an event, ensuring no confusion about who the event is with and preventing potential mistakes in selecting records. Advises creating events directly from the specific record to avoid confusion and potential errors in record selection.", 'Viewing activities on the home page and installing apps for enhanced functionality are highlighted as beneficial practices, with the possibility of installing apps to access a My Activities tab. Emphasizes the benefits of viewing activities on the home page and installing apps for accessing enhanced functionality, including the option to install apps for a My Activities tab.']}], 'duration': 346.287, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3557731.jpg', 'highlights': ['Tasks and events are the two main types of activities in Salesforce, with tasks being date sensitive and events being time sensitive.', 'Tasks and events can be logged on any object in Salesforce, including custom and standard objects, such as leads, accounts, opportunities, and cases.', 'Open tasks are visible on the homepage, and the homepage serves as the starting point for managing tasks and meetings in Salesforce.', "The best thing to do is ensure that when you create a task, you're actually linking it to something accordingly, as tasks not linked to any records can be confusing.", "The process of creating tasks involves navigating to the relevant record, clicking on the new task button, selecting a subject, choosing a due date, and saving the task, ensuring it's linked to a specific account and contact record.", "It's recommended to avoid leaving the due date empty when creating a task, as it defeats the purpose of the task.", "Users can create a list of recurring tasks and schedule them, with the option to specify when the recurring task should end, although it's primarily meant for one-off tasks.", "Events should also be linked to specific records to avoid confusion, with the process involving selecting a subject, start and end time, and ensuring it's linked to the right contact or record.", "It's recommended to go right to the record in question to create an event, ensuring no confusion about who the event is with and preventing potential mistakes in selecting records.", 'Viewing activities on the home page and installing apps for enhanced functionality are highlighted as beneficial practices, with the possibility of installing apps to access a My Activities tab.']}, {'end': 4234.297, 'segs': [{'end': 3971.656, 'src': 'embed', 'start': 3904.078, 'weight': 0, 'content': [{'end': 3909.843, 'text': 'So if I click on this icon down here, I can actually see a list of some of the users in this specific Salesforce account.', 'start': 3904.078, 'duration': 5.765}, {'end': 3912.665, 'text': 'I can also create different list views.', 'start': 3910.283, 'duration': 2.382}, {'end': 3921.188, 'text': 'I can look at their calendars on a monthly basis or weekly basis, or I can even see a list of specific events here as well.', 'start': 3912.725, 'duration': 8.463}, {'end': 3922.629, 'text': 'so this is.', 'start': 3921.188, 'duration': 1.441}, {'end': 3925.009, 'text': 'this is another area that you can use again.', 'start': 3922.629, 'duration': 2.38}, {'end': 3933.711, 'text': "it's. it's not that common, but you can certainly use this you know activities area rather than just use the home page if you're interested in, you know,", 'start': 3925.009, 'duration': 8.702}, {'end': 3938.272, 'text': 'drilling down to it at that level.', 'start': 3933.711, 'duration': 4.561}, {'end': 3942.533, 'text': "the next thing we're going to talk about here is creating a web to lead form in Salesforce.", 'start': 3938.272, 'duration': 4.261}, {'end': 3950.459, 'text': 'A web-to-lead form allows you to collect and capture leads from a website into Salesforce very easily.', 'start': 3943.655, 'duration': 6.804}, {'end': 3954.482, 'text': 'You can create an HTML form that can be posted anywhere online.', 'start': 3951.22, 'duration': 3.262}, {'end': 3959.185, 'text': 'You can also use lead assignment rules to control salesperson ownership.', 'start': 3954.902, 'duration': 4.283}, {'end': 3962.387, 'text': 'You can also create a hidden field to indicate the source of the lead.', 'start': 3959.665, 'duration': 2.722}, {'end': 3968.433, 'text': "let's say you've got, you know, one web to lead form that you want to put on five different websites.", 'start': 3963.968, 'duration': 4.465}, {'end': 3971.656, 'text': "Let's say you've got your main company side and you've got three or four other sites.", 'start': 3968.453, 'duration': 3.203}], 'summary': 'Salesforce allows creating web-to-lead forms for capturing leads from websites easily, with lead assignment rules and hidden fields for lead source indication.', 'duration': 67.578, 'max_score': 3904.078, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3904078.jpg'}, {'end': 4020.761, 'src': 'embed', 'start': 3993.512, 'weight': 2, 'content': [{'end': 3997.514, 'text': 'if you end up using the web to lead form from more than one site.', 'start': 3993.512, 'duration': 4.002}, {'end': 4000.855, 'text': 'now some important considerations on the web to lead form.', 'start': 3997.514, 'duration': 3.341}, {'end': 4003.976, 'text': "it's extremely limited in its purpose.", 'start': 4000.855, 'duration': 3.121}, {'end': 4010.018, 'text': 'so it just does one thing it literally allows you to create a lead from a website.', 'start': 4003.976, 'duration': 6.042}, {'end': 4012.639, 'text': "it doesn't do anything more than that.", 'start': 4010.018, 'duration': 2.621}, {'end': 4019.081, 'text': "so You know, sometimes customers will think that it's some kind of a two way form or it's dynamically updated and all this other kind of stuff.", 'start': 4012.639, 'duration': 6.442}, {'end': 4020.761, 'text': "That's just not the case.", 'start': 4019.501, 'duration': 1.26}], 'summary': 'Web-to-lead form is limited, solely creates leads from websites, not dynamic or multi-functional.', 'duration': 27.249, 'max_score': 3993.512, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3993512.jpg'}, {'end': 4065.386, 'src': 'embed', 'start': 4034.116, 'weight': 4, 'content': [{'end': 4040.72, 'text': "So it's simply an HTML form, it just does a post into Salesforce and creates that lead and that's it.", 'start': 4034.116, 'duration': 6.604}, {'end': 4047.806, 'text': 'Usually leads are created within a minute or two two minutes at the most, but usually those leads are created pretty quickly,', 'start': 4041.281, 'duration': 6.525}, {'end': 4049.747, 'text': 'as long as that form is working properly.', 'start': 4047.806, 'duration': 1.941}, {'end': 4054.851, 'text': "So we're gonna jump into Salesforce and actually create a web to lead form.", 'start': 4051.388, 'duration': 3.463}, {'end': 4057.072, 'text': "So I'm gonna click on setup in the top right corner.", 'start': 4054.931, 'duration': 2.141}, {'end': 4065.386, 'text': "Over on the left hand side here I'm going to click customize and then I'm going to click on leads and then I can click on web to lead.", 'start': 4058.024, 'duration': 7.362}], 'summary': 'Salesforce html form creates leads within a minute or two.', 'duration': 31.27, 'max_score': 4034.116, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4034116.jpg'}, {'end': 4115.31, 'src': 'embed', 'start': 4074.368, 'weight': 5, 'content': [{'end': 4080.391, 'text': "If I want it disabled for whatever reason, maybe I'm getting a lot of spam or I just don't want it used at all.", 'start': 4074.368, 'duration': 6.023}, {'end': 4082.613, 'text': 'I can uncheck that and save it accordingly.', 'start': 4080.391, 'duration': 2.222}, {'end': 4088.578, 'text': 'But really the next step here and really one of the only steps is click on this Create Web Delete Form.', 'start': 4083.613, 'duration': 4.965}, {'end': 4091.881, 'text': 'So this is where I go to build my form.', 'start': 4089.899, 'duration': 1.982}, {'end': 4100.008, 'text': 'So I can move the available fields over from the left-hand side over to the right-hand side and then I can choose what I want my return URL to be.', 'start': 4091.941, 'duration': 8.067}, {'end': 4111.166, 'text': "The return URL is the page that a submitter is sent to after they've actually submitted their information.", 'start': 4102.819, 'duration': 8.347}, {'end': 4115.31, 'text': "So in this case I don't really have a thank you page,", 'start': 4111.265, 'duration': 4.045}], 'summary': 'To disable the form, uncheck the option, and create a web delete form to build a form with return url.', 'duration': 40.942, 'max_score': 4074.368, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4074368.jpg'}], 'start': 3904.078, 'title': 'Creating salesforce web-to-lead forms', 'summary': 'Discusses using salesforce to view user lists, create different list views, and calendars, and also highlights the process of creating a web-to-lead form, emphasizing its purpose and limitations. additionally, it explains the process of creating a web to lead form in salesforce, highlighting the steps involved in setting up the form, selecting fields, and generating the form code, emphasizing the importance of collecting relevant information for lead assignment rules.', 'chapters': [{'end': 4033.415, 'start': 3904.078, 'title': 'Salesforce web-to-lead form creation', 'summary': 'Discusses using salesforce to view user lists, create different list views, and calendars, and also highlights the process of creating a web-to-lead form, emphasizing its purpose and limitations.', 'duration': 129.337, 'highlights': ['Creating a web to lead form in Salesforce allows you to collect and capture leads from a website into Salesforce very easily. The process of creating a web-to-lead form in Salesforce is highlighted, emphasizing its ease in capturing leads from a website.', 'Lead assignment rules can be used to control salesperson ownership and create a hidden field to indicate the source of the lead. The ability to use lead assignment rules and create hidden fields to indicate lead source is mentioned, showcasing the customization options for managing leads.', 'The web to lead form is extremely limited in its purpose and only allows creating a lead from a website. The limitations of the web-to-lead form are highlighted, emphasizing its singular purpose and dispelling misconceptions about its functionality.', "Different list views, calendars, and specific events can be viewed within Salesforce for user management. The ability to view different list views, calendars, and specific events within Salesforce for user management is mentioned, showcasing the platform's versatility."]}, {'end': 4234.297, 'start': 4034.116, 'title': 'Creating web to lead form in salesforce', 'summary': 'Explains the process of creating a web to lead form in salesforce, highlighting the steps involved in setting up the form, selecting fields, and generating the form code, emphasizing the importance of collecting relevant information for lead assignment rules.', 'duration': 200.181, 'highlights': ['The process of creating a web to lead form in Salesforce is described, emphasizing the quick lead creation time of usually within a minute or two. Quick lead creation time within a minute or two', 'The steps involved in setting up the web to lead form in Salesforce, including enabling or disabling the form, and creating the form using the wizard, are detailed. Enabling or disabling the form, creating the form using the wizard', 'The importance of selecting relevant information and fields for the web to lead form, as well as the significance of a return URL, is highlighted. Selecting relevant information and fields, significance of return URL']}], 'duration': 330.219, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg3904078.jpg', 'highlights': ['The process of creating a web-to-lead form in Salesforce is highlighted, emphasizing its ease in capturing leads from a website.', 'The ability to use lead assignment rules and create hidden fields to indicate lead source is mentioned, showcasing the customization options for managing leads.', 'The limitations of the web-to-lead form are highlighted, emphasizing its singular purpose and dispelling misconceptions about its functionality.', "The ability to view different list views, calendars, and specific events within Salesforce for user management is mentioned, showcasing the platform's versatility.", 'Quick lead creation time within a minute or two', 'Enabling or disabling the form, creating the form using the wizard', 'Selecting relevant information and fields, significance of return URL']}, {'end': 5303.941, 'segs': [{'end': 4261.578, 'src': 'embed', 'start': 4234.297, 'weight': 0, 'content': [{'end': 4242.119, 'text': 'so that is essentially the the web to lead function in Salesforce.', 'start': 4234.297, 'duration': 7.822}, {'end': 4245.26, 'text': "the next thing we're going to talk about here are the lead assignment rules.", 'start': 4242.119, 'duration': 3.141}, {'end': 4249.764, 'text': 'Lead assignment rules do exactly what the name implies.', 'start': 4246.4, 'duration': 3.364}, {'end': 4252.988, 'text': 'It assigns leads to users or queues.', 'start': 4249.904, 'duration': 3.084}, {'end': 4261.578, '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': 4253.068, 'duration': 8.51}], 'summary': "Salesforce's lead assignment rules assign leads to active users or queues.", 'duration': 27.281, 'max_score': 4234.297, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4234297.jpg'}, {'end': 4576.896, 'src': 'embed', 'start': 4547.27, 'weight': 3, 'content': [{'end': 4551.213, 'text': "So the next thing we're going to talk about here is the creation of a lead queue.", 'start': 4547.27, 'duration': 3.943}, {'end': 4555.136, 'text': "So inside Salesforce, you've got users.", 'start': 4552.815, 'duration': 2.321}, {'end': 4556.477, 'text': "That's a given that's easy.", 'start': 4555.196, 'duration': 1.281}, {'end': 4558.719, 'text': 'Then you have what we call queues.', 'start': 4556.998, 'duration': 1.721}, {'end': 4568.467, 'text': 'So a queue is essentially a, you know, call it a fake user or a stand in user where you can actually assign different records.', 'start': 4559.2, 'duration': 9.267}, {'end': 4571.87, 'text': 'Leads in cases tend to be the most commonly used with queues.', 'start': 4568.567, 'duration': 3.303}, {'end': 4576.896, 'text': "And so a queue does not take up a user license, it's just a holding area.", 'start': 4572.551, 'duration': 4.345}], 'summary': 'Salesforce allows creation of lead queues for managing records efficiently, without using up user licenses.', 'duration': 29.626, 'max_score': 4547.27, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4547270.jpg'}, {'end': 4921.966, 'src': 'embed', 'start': 4895.753, 'weight': 4, 'content': [{'end': 4899.956, 'text': 'So in this case, you can have a customized response based on lead interest.', 'start': 4895.753, 'duration': 4.203}, {'end': 4911.004, 'text': "So if you've got a lead that is interested in making a purchase on a specific product, you can tailor your auto response to be based on that criteria.", 'start': 4899.976, 'duration': 11.028}, {'end': 4914.925, 'text': 'You can also use HTML or plain text email templates.', 'start': 4911.764, 'duration': 3.161}, {'end': 4920.946, 'text': "If it's going to be sent back to potential sales prospect, you should probably use an HTML template.", 'start': 4915.385, 'duration': 5.561}, {'end': 4921.966, 'text': 'That way it looks nicer.', 'start': 4920.986, 'duration': 0.98}], 'summary': 'Customize auto responses based on lead interest, using html for sales prospects.', 'duration': 26.213, 'max_score': 4895.753, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4895753.jpg'}, {'end': 5096.951, 'src': 'embed', 'start': 5064.104, 'weight': 1, 'content': [{'end': 5068.307, 'text': "The next thing we're gonna go over here is the creation of campaigns in Salesforce.", 'start': 5064.104, 'duration': 4.203}, {'end': 5075.233, 'text': 'Campaigns in Salesforce are records that really serve as a holding area for your marketing activities.', 'start': 5069.228, 'duration': 6.005}, {'end': 5082.039, 'text': 'So a very common misconception is that this is where mass email happens,', 'start': 5075.854, 'duration': 6.185}, {'end': 5087.623, 'text': "because in this day and age everybody automatically assumes that if you have a campaign, it's gotta be a mass email right?", 'start': 5082.039, 'duration': 5.584}, {'end': 5089.645, 'text': "So that's not the case at all.", 'start': 5087.724, 'duration': 1.921}, {'end': 5096.951, 'text': 'So a campaign record is really a record to, track and store all of your different marketing efforts, the ROI on them.', 'start': 5089.705, 'duration': 7.246}], 'summary': 'Salesforce campaigns are not just for mass emails, but also for tracking and storing various marketing efforts and their roi.', 'duration': 32.847, 'max_score': 5064.104, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5064104.jpg'}], 'start': 4234.297, 'title': 'Salesforce lead and campaign management', 'summary': 'Covers salesforce lead assignment rules for routing leads based on criteria, customization of lead allocation and queue creation, managing disqualified leads, creating autoresponse rules, and the purpose of campaigns for tracking marketing activities and roi.', 'chapters': [{'end': 4304.217, 'start': 4234.297, 'title': 'Salesforce lead assignment rules', 'summary': 'Discusses the lead assignment rules in salesforce, which route new leads to the most appropriate salesperson based on logic, allowing filtering based on criteria such as geography, budget, product interest, and company size.', 'duration': 69.92, 'highlights': ['The lead assignment rules in Salesforce route new leads to the most appropriate salesperson based on logic, allowing filtering based on criteria such as geography, budget, product interest, and company size.', 'Lead assignment rules can assign leads to active users or queues, with the option to choose email notifications for the assigned leads.', 'Geography, budget, product interest, and company size can be used as criteria for filtering leads, allowing for more targeted lead assignments.']}, {'end': 4762.985, 'start': 4304.257, 'title': 'Sales lead assignment and queue creation', 'summary': 'Explains lead assignment rules in salesforce, including the ability to customize lead allocation based on criteria and the creation of lead assignment rules, along with the creation and management of lead queues for organizing and distributing leads within the salesforce platform.', 'duration': 458.728, 'highlights': ['The chapter explains lead assignment rules in Salesforce, including the ability to customize lead allocation based on criteria. Lead assignment rules allow custom tailoring of lead allocation based on specific criteria, such as location or other attributes of the lead.', 'The creation of lead assignment rules is demonstrated, with the process of defining criteria and assigning leads based on specific conditions explained. The detailed process of creating lead assignment rules, including defining criteria such as location and assigning leads based on these conditions, is elaborated.', 'The chapter also covers the creation and management of lead queues for organizing and distributing leads within the Salesforce platform. The creation and management of lead queues for organizing and distributing leads, including the selective addition of users and roles to queues, are discussed.']}, {'end': 5061.615, 'start': 4762.985, 'title': 'Managing disqualified leads and creating autoresponse rules', 'summary': 'Discusses managing disqualified leads by assigning them to a queue, emphasizing the importance of proper queue management to avoid leads disappearing, and creating autoresponse rules in salesforce to send customized emails based on lead criteria.', 'duration': 298.63, 'highlights': ["Managing disqualified leads by assigning them to a queue and emphasizing the importance of proper queue management to avoid leads disappearing. The process of changing lead ownership to a disqualified leads queue is demonstrated, highlighting the risk of leads disappearing into a 'black hole' if not properly managed.", 'Emphasizing the importance of having a plan in place when assigning leads to a queue to avoid records becoming unmanaged. The importance of having a plan in place when assigning leads to a queue is stressed to prevent records from becoming unmanaged and lost in the system.', 'Creating autoresponse rules in Salesforce to send customized emails based on lead criteria and the option to use HTML or plain text email templates. The process of creating autoresponse rules in Salesforce is explained, highlighting the customization based on lead criteria and the choice between HTML or plain text email templates.']}, {'end': 5303.941, 'start': 5064.104, 'title': 'Salesforce campaign creation', 'summary': 'Introduces the creation and purpose of campaigns in salesforce, serving as a holding area for various marketing activities such as trade shows, workshops, direct mail, and cold calling, allowing tracking of roi, and manual association of records. access to campaigns requires the marketing user checkbox to be checked on user records.', 'duration': 239.837, 'highlights': ['Campaigns in Salesforce serve as a holding area for various marketing activities, allowing tracking of ROI on different efforts such as trade shows, workshops, direct mail, and cold calling. Campaign records in Salesforce store and track different marketing efforts, providing the ability to run reports and analyze the return on investment, for example, tracking the ROI from attending trade shows or conducting cold calling campaigns.', 'Manual association of records with campaign records is required, and access to campaigns in Salesforce necessitates the marketing user checkbox to be checked on user records. Records such as contacts or leads need to be manually associated with a campaign record, as this process is not automated. Additionally, users need to have the marketing user checkbox checked on their user records to access campaigns in Salesforce.', 'Creation of campaigns allows tracking of marketing efforts based on types and categories, as well as logging campaigns against leads, contacts, and opportunities. Campaigns in Salesforce enable tracking of marketing efforts based on types and categories, as well as logging campaigns against leads, contacts, and opportunities, allowing for comprehensive analysis of marketing initiatives.']}], 'duration': 1069.644, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg4234297.jpg', 'highlights': ['The lead assignment rules in Salesforce route new leads to the most appropriate salesperson based on logic, allowing filtering based on criteria such as geography, budget, product interest, and company size.', 'Campaigns in Salesforce serve as a holding area for various marketing activities, allowing tracking of ROI on different efforts such as trade shows, workshops, direct mail, and cold calling.', 'The chapter explains lead assignment rules in Salesforce, including the ability to customize lead allocation based on criteria. Lead assignment rules allow custom tailoring of lead allocation based on specific criteria, such as location or other attributes of the lead.', 'The chapter also covers the creation and management of lead queues for organizing and distributing leads within the Salesforce platform. The creation and management of lead queues for organizing and distributing leads, including the selective addition of users and roles to queues, are discussed.', 'Creating autoresponse rules in Salesforce to send customized emails based on lead criteria and the option to use HTML or plain text email templates. The process of creating autoresponse rules in Salesforce is explained, highlighting the customization based on lead criteria and the choice between HTML or plain text email templates.']}, {'end': 6143.46, 'segs': [{'end': 5331.44, 'src': 'embed', 'start': 5305.282, 'weight': 0, 'content': [{'end': 5311.287, 'text': 'So scrolling down here, this is where you actually will start linking different records to the campaign.', 'start': 5305.282, 'duration': 6.005}, {'end': 5316.651, 'text': "So there's an area called campaign members that is very important for you to understand.", 'start': 5311.367, 'duration': 5.284}, {'end': 5320.715, 'text': 'So you can add these members through searching, importing a file.', 'start': 5317.172, 'duration': 3.543}, {'end': 5325.277, 'text': 'You can also edit members through search, or you can update and add members via an import file.', 'start': 5321.095, 'duration': 4.182}, {'end': 5328.439, 'text': 'You can also do that up here up top, same button.', 'start': 5325.657, 'duration': 2.782}, {'end': 5331.44, 'text': "So for example, in this case, I'm going to add members to this.", 'start': 5328.979, 'duration': 2.461}], 'summary': 'The process involves linking records to a campaign, adding and editing members through search or import.', 'duration': 26.158, 'max_score': 5305.282, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5305282.jpg'}, {'end': 5383.408, 'src': 'embed', 'start': 5349.529, 'weight': 1, 'content': [{'end': 5353.134, 'text': "So I'm gonna add with the status, let's say I'm gonna choose sent.", 'start': 5349.529, 'duration': 3.605}, {'end': 5357.624, 'text': 'And then now these four members have been added to the campaign.', 'start': 5354.341, 'duration': 3.283}, {'end': 5362.249, 'text': "So if I go back to the spring newsletter, you'll see I now have four contacts here.", 'start': 5357.664, 'duration': 4.585}, {'end': 5367.134, 'text': 'There are four campaign members that are associated with the specific campaign.', 'start': 5362.849, 'duration': 4.285}, {'end': 5370.217, 'text': "Now, keep in mind, this doesn't mean that now they get a mass email.", 'start': 5367.154, 'duration': 3.063}, {'end': 5374.401, 'text': "It just means that I'm being organized in my daily routine.", 'start': 5370.737, 'duration': 3.664}, {'end': 5383.408, 'text': "And I've got a place, one place where I can look at a campaign and see which contacts or leads have been associated with it.", 'start': 5375.061, 'duration': 8.347}], 'summary': 'Four members added to campaign, organized daily routine for contacts and leads.', 'duration': 33.879, 'max_score': 5349.529, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5349529.jpg'}, {'end': 5446.083, 'src': 'embed', 'start': 5396.434, 'weight': 3, 'content': [{'end': 5401.939, 'text': "So campaigns is not an area that's used real heavily, but you know it is important for you to understand.", 'start': 5396.434, 'duration': 5.505}, {'end': 5404.601, 'text': 'it is on the sales for certification exam as well.', 'start': 5401.939, 'duration': 2.662}, {'end': 5406.003, 'text': 'That you know.', 'start': 5405.562, 'duration': 0.441}, {'end': 5414.731, 'text': "it's a placeholder for marketers to just understand what they've spent, and then you know what sales have been a result of that expenditure.", 'start': 5406.003, 'duration': 8.728}, {'end': 5420.456, 'text': "The next year we're going to go over here is record types.", 'start': 5417.913, 'duration': 2.543}, {'end': 5432.232, 'text': 'So record types in Salesforce are a very special feature that allows you to customize page layouts based on the record type of that specific record.', 'start': 5422.423, 'duration': 9.809}, {'end': 5438.118, 'text': "It's available on all standard and custom objects, and you can also control access to it at the profile level.", 'start': 5432.633, 'duration': 5.485}, {'end': 5446.083, 'text': "Now a use case for this would be, for example, if you look over here on the right-hand side, you've got a client record type,", 'start': 5438.678, 'duration': 7.405}], 'summary': 'Understanding campaign roi and utilizing salesforce record types for customizing page layouts and controlling access.', 'duration': 49.649, 'max_score': 5396.434, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5396434.jpg'}, {'end': 5963.097, 'src': 'embed', 'start': 5933.203, 'weight': 5, 'content': [{'end': 5936.624, 'text': 'Then once that was done, they would then have created lead assignment rules.', 'start': 5933.203, 'duration': 3.421}, {'end': 5940.966, 'text': "So I'm gonna click on leads, go over to the lead assignment rule area.", 'start': 5936.684, 'duration': 4.282}, {'end': 5944.247, 'text': "And then I've got, you know, my inbound leads is my lead assignment.", 'start': 5941.386, 'duration': 2.861}, {'end': 5945.707, 'text': 'We talked about that as well.', 'start': 5944.387, 'duration': 1.32}, {'end': 5950.929, 'text': 'So lead assignment rule can automatically assign leads based on that specific criteria.', 'start': 5946.147, 'duration': 4.782}, {'end': 5955.793, 'text': 'And then lastly, an unassigned lead queue was created.', 'start': 5953.151, 'duration': 2.642}, {'end': 5963.097, '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': 5955.893, 'duration': 7.204}], 'summary': 'Lead assignment rules and unassigned lead queue were created for managing leads.', 'duration': 29.894, 'max_score': 5933.203, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5933203.jpg'}, {'end': 6108.589, 'src': 'embed', 'start': 6079.906, 'weight': 6, 'content': [{'end': 6084.13, 'text': "But for now, this is what the solution was for United Containers' problem.", 'start': 6079.906, 'duration': 4.224}, {'end': 6092.196, 'text': 'Because what will happen is every weekday at 9 a.m., this sales forecast is just going to be emailed out to those individuals.', 'start': 6084.61, 'duration': 7.586}, {'end': 6097.4, 'text': "So there's no more updating of spreadsheets and manual report creation, all of that.", 'start': 6092.816, 'duration': 4.584}, {'end': 6099.822, 'text': "It's just going to come from Salesforce automatically.", 'start': 6097.78, 'duration': 2.042}, {'end': 6108.589, 'text': 'So the key takeaways for this lesson is that leads, contacts, accounts, and opportunities are the foundation of the sales cloud.', 'start': 6102.384, 'duration': 6.205}], 'summary': "United containers' sales forecast automated, sent daily at 9 a.m. from salesforce, eliminating manual tasks.", 'duration': 28.683, 'max_score': 6079.906, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg6079906.jpg'}], 'start': 5305.282, 'title': 'Managing campaigns and record types in salesforce', 'summary': 'Covers adding and managing campaign members, emphasizing the addition of four campaign members, and explores the significance of record types in salesforce, enabling page layout customization, lead assignment automation, and report scheduling for an efficient sales process.', 'chapters': [{'end': 5370.217, 'start': 5305.282, 'title': 'Linking records to campaigns in salesforce', 'summary': 'Explains how to add and manage campaign members in salesforce, including importing from a file, editing, and updating members, with a focus on adding contacts to a campaign and specifying their status, resulting in the addition of four campaign members.', 'duration': 64.935, 'highlights': ['The process of adding and managing campaign members in Salesforce, including importing from a file, editing, and updating members, is explained.', 'The specific process of adding contacts to a campaign and choosing their status, resulting in the addition of four campaign members, is detailed.', 'The significance of adding members to a campaign is emphasized, clarifying that it does not automatically entail sending a mass email to the added members.']}, {'end': 6143.46, 'start': 5370.737, 'title': 'Salesforce record types and campaigns', 'summary': 'Explains the importance of record types in salesforce, allowing customization of page layouts, and the utilization of campaigns for tracking marketing expenditure and sales results. it also highlights the use of lead assignment rules to automate lead assignment and the scheduling of reports for automated distribution, contributing to an efficient sales process.', 'duration': 772.723, 'highlights': ['Record types in Salesforce allow customization of page layouts based on the specific record type, such as client, partner, or vendor, to track different fields and information, enhancing organization and usability for different types of records. Customization of page layouts based on record types, e.g., tracking different fields for client, partner, and vendor records.', 'Campaigns in Salesforce are crucial for marketers to track marketing expenditure and sales results, providing insights into the success of campaigns and their impact on sales. Use of campaigns to track marketing expenditure and sales results, contributing to understanding campaign success and sales impact.', 'Lead assignment rules in Salesforce automate the process of assigning leads based on specific criteria, streamlining lead management and ensuring efficient follow-up and sales activities. Automation of lead assignment based on specific criteria, contributing to efficient lead management and follow-up.', 'Scheduling reports in Salesforce enables automated distribution to relevant users, eliminating manual report creation and ensuring timely access to critical sales data, contributing to a more efficient sales process. Automation of report distribution through scheduling, eliminating manual report creation and ensuring timely access to critical sales data.']}], 'duration': 838.178, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/iwduVTA0bUg/pics/iwduVTA0bUg5305282.jpg', 'highlights': ['The process of adding and managing campaign members in Salesforce, including importing from a file, editing, and updating members, is explained.', 'The specific process of adding contacts to a campaign and choosing their status, resulting in the addition of four campaign members, is detailed.', 'The significance of adding members to a campaign is emphasized, clarifying that it does not automatically entail sending a mass email to the added members.', 'Record types in Salesforce allow customization of page layouts based on the specific record type, such as client, partner, or vendor, to track different fields and information, enhancing organization and usability for different types of records.', 'Campaigns in Salesforce are crucial for marketers to track marketing expenditure and sales results, providing insights into the success of campaigns and their impact on sales.', 'Lead assignment rules in Salesforce automate the process of assigning leads based on specific criteria, streamlining lead management and ensuring efficient follow-up and sales activities.', 'Scheduling reports in Salesforce enables automated distribution to relevant users, eliminating manual report creation and ensuring timely access to critical sales data, contributing to a more efficient sales process.']}], 'highlights': ['Salesforce automates managing inbound leads and follow-up reporting, addressing sales team challenges.', 'Leads object enables sales managers to assign inbound leads from websites through lead assignment rules.', 'Leads homepage provides tools for importing, deleting, transferring, emailing, and adding leads to campaigns.', 'List views in Salesforce allow users to quickly access lists based on type and criteria, filter based on campaign and ownership, and control security through roles and groups.', 'Users can create and customize list views by adding or removing fields, configuring filter criteria, and controlling visibility for individual or group use.', 'Leads in Salesforce serve as a holding area for cold prospects, allowing for initial activities and qualification, supporting the purpose of creating a record for prospective customers.', 'Qualifying leads is determined by the business, with a general rule of 5-10% qualified leads out of 100, leading to opportunities, while the majority of leads (90%+) may not move past the qualification stage.', 'The process of creating and converting leads in Salesforce is explained, emphasizing the distinction between creating a new lead and creating a new list view.', 'The importance of data quality in the lead conversion process is highlighted, emphasizing the significance of providing accurate company information for successful lead conversion.', 'The significance of accounts in Salesforce as the focal point and cornerstone record of the platform, with the ability to have multiple contacts and opportunities.', 'The process of converting leads to create opportunities and the option to check a checkbox to prevent the creation of opportunities when converting leads.', 'The ability of accounts to represent businesses, organizations, and households, showcasing their versatility in accommodating various types of entities for sales.', "The flexibility of naming accounts, including the option to use household names for individual sales, providing practical examples like 'The Davis household' or 'The Adams household'.", 'The chapter details the features of email templates in Salesforce, including the option to create Visualforce email templates for advanced logic and merging, as well as the use of plain text and HTML versions with varying formatting options.', 'Salesforce allows users to send individual emails, use templates, and send mass emails, with limits on recipients and daily emails.', 'Creating and managing price books in Salesforce Discusses customization for wholesale and retail pricing, creating and archiving price books, and the ability to customize fields and rename products as services.', 'Creating opportunities in Salesforce allows salespeople to track potential sales, run reports on opportunities scheduled to close, and analyze win rates and sales effectiveness.', 'Tasks and events are the two main types of activities in Salesforce, with tasks being date sensitive and events being time sensitive.', 'The process of creating a web-to-lead form in Salesforce is highlighted, emphasizing its ease in capturing leads from a website.', 'The lead assignment rules in Salesforce route new leads to the most appropriate salesperson based on logic, allowing filtering based on criteria such as geography, budget, product interest, and company size.', 'Campaigns in Salesforce serve as a holding area for various marketing activities, allowing tracking of ROI on different efforts such as trade shows, workshops, direct mail, and cold calling.', 'Record types in Salesforce allow customization of page layouts based on the specific record type, such as client, partner, or vendor, to track different fields and information, enhancing organization and usability for different types of records.', 'Scheduling reports in Salesforce enables automated distribution to relevant users, eliminating manual report creation and ensuring timely access to critical sales data, contributing to a more efficient sales process.']}