Salesforce Leads, Contacts, Accounts, & Opportunities Explained

[@EmersonQuinton]

Wow. This is way more concise and useful than any of Saleforce's own youtube material.

[@Rotive]

Thanks, Emerson! That is high praise!

[@nerdyblackchick]

Like the obsessed newbie I am, I was up at 2:00 a.m. thinking about this and finally dug my head out of Trailhead to understand it. Thank you!

[@Rotive]

Love this! Glad we could help.

[@debodoyin]

Your salesforce tutorial is so easy to grasp even though english is not my first language ,your choice of words and analogy made it easy for me to grasp thank you so much for doing this .. i had to subscribe and like asap .

[@Rotive]

Wow, thanks! We're thrilled to hear that!

[@corylambert2701]

Very simply explained. Concise. Exactly what I needed!

[@Rotive]

Thanks for the feedback! Happy it helped.

[@mustafanshshad2466]

Couldn't be clearer... Thank you so much for the clear and amazing explanation !

[@Rotive]

You're welcome! Glad you found this helpful. Please let us know if there are any other topics you'd like us to cover!

[@CLEAN-Linen-and-Workwear]

Really clear explanation. Thank you so much for making this video.

[@Rotive]

Happy to help!

[@sarveshMXP]

Finally got clarity on this, thanks!

[@Rotive]

Great to hear, appreciate the feedback!

[@Rotive]

If you want to learn how to build Salesforce reports fast, consider our 1-Hour Reporting Crash Course: go.rotive.io/reportingcc What other Salesforce tutorials would you like us to cover?

[@HireSalesforceDEV]

Nice. But if we want to track activities of previous connections? Should we convert it to an account/personal account with prospect picklist value? And for our future (marketing campaigns and so on), just ignore all accounts/pers.acc with the prospect value? But it'll save all connections with that record. Because if we concert it to Junk Lead, and the person contact again, we'll lose previose activities.

[@HireSalesforceDEV]

Or any pros/cons of my ideology? PS: I'm converting to Junk only SPAM, wrong number things. Like I'm 100% know right now or in the future they'll not buy anything from me

[@Rotive]

Hey there. Good questions. The bar for qualification or disqualification varies between companies. It makes sense for some organizations to be very strict and only disqualify leads with bad data. For other organizations, it makes sense to disqualify anyone that isn't going to be a good fit in the near future. The data and activities related to that now disqualified lead are still there. If ever they decide to revisit a disqualified lead and convert them, all that history will stay with the record and flow through to the new contact or person account. Is that helpful?

[@nerfienerf9278]

Thank you for this excellent explanation! I found it very helpful, as I am new to working with Salesforce.

[@Rotive]

You’re welcome! We’re glad you found it helpful.

[@JazzieJai]

very CLEAR! i wish you had a full rundown for the admin cert... :D

[@Rotive]

Thank you very much! We don't have any plans on a course or videos specifically for certifications, but we'll keep it in mind. @MikeWheelerMedia has some good videos on exam prep.

[@millaracing]

great video. is salesforce a good tool for a small retail business. most of my contacts are retail customers so I'm confused when it comes to what account to attach if any? thanks

[@Rotive]

Hey there, Good question! You can absolutely use Salesforce for retail(business to consumer) processes. There are two good options for setting this up: First, you can use Person Accounts to combine the contact and account together so there is just one record for a person. You can then put opportunities under that person. You'll need to have Salesforce support turn this feature on for you. The second option is to use Accounts as households. If you often work with families or multiple customers that are somehow related to each other, this is a good choice. Call the account Smith Household, for example, and include the members of that household as contacts underneath it.

[@juliapaskel1743]

Understandable. Thank you so much!

[@Rotive]

Glad it helped!

[@revathinattuvally8060]

Thanks a lot Rotive..I need some guidance on where can I learn basics as I am new to Salesforce...looking forward to your guidance...

[@Rotive]

Hi Revathi, Apologies for the delayed response - the best place to start out if you're new to Salesforce is Trailhead! trailhead.salesforce.com

[@하은지-l3y]

Thank you! I love it! 😍

[@Rotive]

I'm glad you like it

[@GBL9]

very good thanks from Brazil

[@Rotive]

Glad it was helpful, GBL!

[@weissergspritzter]

Great video! One question: when your company is primarily focused on selling products directly to clients who are not part of a company/organisation, would you still file those customers as a part of an account and create contacts for them there?

[@Rotive]

Good question. Sounds like you have aspects of a B2C business. There are two good ways to handle this. One is to use Person Accounts. If you have Professional Edition or higher, you can have Salesforce support enable person accounts. It essentially combines an Account and Contact record together. The other option is to treat the Account like a household. You could have Brany Household as the Account and then you and a partner or siblings etc. as Contacts in that Account.

[@weissergspritzter]

Thanks for the reply!

[@LBizzAnalyst]

Succinct and easy to understand.

[@Rotive]

Thanks! Glad it was helpful :D

[@lanreoyewale]

Thank you very much!

[@Rotive]

You're welcome! We appreciate you watching

[@anthonyherrera3127]

Excellent 👌

[@pn5683]

Can you please elaborate MY book and client book analysis , charting Notes as I am using CRM lightening

[@Rotive]

I'm not sure what you mean. Are you using the Financial Services Cloud? It's possible your Salesforce org has custom names for standard objects and/or custom objects.

[@salocin911]

Great content

[@Rotive]

Thank you!

[@RaviRJoshi]

Thanks

[@Rotive]

We're glad you found it helpful!

[@hemlatha898]

Awesome

[@Rotive]

Thanks for the comment!

[@jacker1880]

Thank you bro!

[@Rotive]

Happy to help

[@mayurdahate6197]

i cant see those option in my account like opportunities, leads ,task, files ,account contact ,compaigns , dashboard, report ,chatter , group and more option i only can see i only can see app launcher icon, setup , home and object manager so what can i do to see those options so help

[@Rotive]

Hi Mayur, it sounds like you have the wrong license. Your user probably is using an Identity License instead of a Salesforce License. Identity licenses have very limited functionality. Go into Setup and search for your user record and check your license.

[@mayurdahate6197]

@@Rotive if that is then what can I do to and please just guide me how to resolve that

[@Rotive]

Click on the Setup gear in the upper right. Then click on the Users menu (on the left). Click on User menu item. From here, find your user record and click on your name. Now look in the upper right. It will say License. You may see Salesforce, Customer Community User, Platform User, Identity User, etc. To get access to Salesforce main feature set (including opportunities, leads, etc), you’ll need the Salesforce License. Edit your record to change your license. If Salesforce is not an option, you’ll have to contact Salesforce to purchase additional licenses or deactivate old users to free up a license. Here is a video that should help: kzbin.info/www/bejne/mYurl618h9eCmJI

[@mayurdahate6197]

@@Rotive thanks for that explanation

[@Rotive]

@@mayurdahate6197 Thank you for watching! Good luck!

[@miggroup5557]

Can you have contacts with no accounts??

[@Rotive]

Hi MIG Group, It is possible to have contacts without accounts. These are essentially orphaned contacts and they are only visible to the contact owner and admins. It's not a good practice to have a lot of these. If you're working in a B2C situation where the individual people are the customers and not their organization, I'd recommend using Person Accounts. That essentially combines the contact and account records so you don't have to maintain two different records.