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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

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...

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