Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Opportunity management


An opportunity is a revenue-generating event. Adding deals to Salesforce will help you build a strong pipeline and help the organization in forecasting. An opportunity is also called as deal.

Opportunity - standard fields

Numerous standard fields exist on an opportunity object. Out of them, a few are very important, and they are mentioned in the following table:

Field label

Data type

Description

Account Name

Lookup (Account)

This field is used to associate an account with an opportunity.

Amount

Currency(16, 2)

This field is used to store the amount of the opportunity.

Close Date

Date

This field is to store the probable deal closing date.

Stage

Picklist

This field is used to capture the status of an opportunity. The values available under this picklist are:

  • Prospecting

  • Qualification

  • Needs Analysis

  • Value Proposition

  • Id. Decision Makers

  • Closed Won

  • Closed Lost

  • Negotiation/Review

  • Proposal/Price Quote

  • Perception Analysis

Probability...