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Showing posts from March, 2017

Salesforce Standard Objects and Sales Process

A sales process is a series of repeatable steps that the sales team will take with a prospect to sell them the product.  Sales Funnel is commonly used term for a Sales Process, I feel that a sales funnel is different though as it basically based on activity rates, basically the more you do the more that you will hopefully close. Another commonly used term is Sales Pipeline , and I think it’s a really good term that fits. Building a good sales process will take a lot of time and effort but it will improve your business. Defining a Sales Process is important so that managers can accurately forecast and create realistic pipeline reporting. A properly defined process reduces wastes and is able to scale. In the past, companies simply used to pay high commissions and let the sales staff figure out how to prospect and make the sales that’s proven to work okay in times of rapid growth but it makes on boarding new hires difficult, and predicting revenue incredibly difficult. Salesforce,

Difference between a Lead and Opportunity

A lead is basically a person that has contact information that you should be able to sell to, they have been created because they have contacted you in someway with some sort of need whether this be that they filled out a contact form on your website or they exchanged business cards with somebody at a trade show.  A lead does not have to be somebody that has purchasing authority, it could simply be somebody that has reached out the organization. Always make sure that the Lead Source has been set and that there’s a clear way of knowing what they have done. An Opportunity is a deal that you could win or lose. Simply put, an opportunity is basically a lead that has been qualified (in Salesforce terms converted) for some reason. Most organizations convert the lead as soon as they believe its possible to sell to that lead. Qualification criteria could be anything really. Companies have different beliefs on what an Opportunity is. Having a clear definition of what a lead is versus what

Difference between Salesforce.com and Force.com

Even though it's very straight forward, difference between Salesforce.com and Force.com has always remained a core question for every newbies. I am hoping this post will help you in understanding the basic difference between this jargon. Force.com is the platform that the Salesforce CRM and your customization run on. The Force.com platform consists of a multi-tenant architecture that runs on application services, web servers and of course database servers. Salesforce is using Java, and Oracle for significant parts of the Force.com Platform. Force.com is also a platform as a service (PaaS) that can be purchased separately and won’t include a lot of the key CRM functionality like Leads, and Opportunities. Lately, Salesforce has started to advertise an additional cloud called the “AppCloud” which includes services like Heroku which is another server that Salesforce owns. Salesforce.com is generally used to refer to the CRM functionality only, so this would be the “s

Google Chrome Extensions for Salesforce Developers

Salesforce Inspector Salesforce Inspectors advertises itself as “Productivity tools for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI” and it sure is. I have used this Chrome Extension so many times for confirming whether fields have help text, field labels and see how things are connected. Install it from  here . Salesforce Navigator Salesforce Navigator is a super handy little extension that allows developers and admins to search for just about anything in the metadata without having to do lots of clicking. Install it from  here . Salesforce API FieldNames This extension replaces all of the field labels with the API Names on page layouts. I find this is really useful for figuring out what employees are meaning when debugging triggers or fields being changed. Install it from  here . Sandbox Favicon Sandbox Favicon replaces the favicon with an S which helps remind developers and Salesforce Admins that they’r