Daily Dose of Salesforce CRM

Is a modern, intelligent home page, featuring a number of tools to help your sales team start their day fast. From here, sales reps can monitor their performance to goal and get insights on key accounts.

Which are actions that can be performed from "Seller Home?"

• • Get an overview of deals in progress

• • See a summary of recently added contacts and leads and their related activities

• • Set goals and see your progress

• • Get an overview of todays events and tasks

What happens when a lead is converted in Salesforce?

• A contact is created in Salesforce.

• Account and contact are also created in Salesforce.

• An object is created.

• An Account is created in Salesforce.

Is a company you’re doing business with.

Someone who works at that account.

Which is the correct process to create an Account in the Sales tile with a "Customer-Direct" type and in the "Manufacturing" industry.

• 1. Click the NAV Launcher (), and click the Sales tile. (You may already be on the Sales app.)

  2. In the navigation bar,

  3. click Accounts.

  4. Click Open.

  5. For Account Name, enter Maria’s Machining.

  6. For Type, choose Customer - Direct.

  7. For Industry, choose Manufacturing.

  8. Click Save.

• 1. Click the Navigation Bar (), and click the Accounts tile. (You may already be on the Sales app.)

  2. In the navigation bar,

  3. click Accounts.

  4. Click Existing.

  5. For Account Name, enter Maria’s Machining.

  6. For Type, choose Customer - Direct.

  7. For Industry, choose Manufacturing.

  8. Click Save.

• 1. Click the App Launcher (), and click the Sales tile. (You may already be on the Sales app.)

  2. In the navigation bar,

  3. click Accounts.

  4. Click New.

  5. For Account Name, enter Maria’s Machining.

  6. For Type, choose Customer - Direct.

  7. For Industry, choose Manufacturing.

  8. Click Save.

Are leads that are qualified to buy.

Contains customized coaching scripts for each stage in the sales process, at-a-glance insights and activity timeline, and the ability to create records quickly with fewer clicks.

Lily needs a tool that contains customized coaching scripts for each stage in the sales process, at-a-glance insights and activity timeline, and the ability to create records quickly with fewer clicks.

Allow you to see records that are important to you