Wow. This is way more concise and useful than any of Saleforce's own youtube material.
@Rotive7 ай бұрын
Thanks, Emerson! That is high praise!
@mustafanshshad24663 жыл бұрын
Couldn't be clearer... Thank you so much for the clear and amazing explanation !
@Rotive3 жыл бұрын
You're welcome! Glad you found this helpful. Please let us know if there are any other topics you'd like us to cover!
@corylambert27013 жыл бұрын
Very simply explained. Concise. Exactly what I needed!
@Rotive3 жыл бұрын
Thanks for the feedback! Happy it helped.
@nerdyblackchick2 жыл бұрын
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!
@Rotive2 жыл бұрын
Love this! Glad we could help.
@debodoyin3 жыл бұрын
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 .
@Rotive3 жыл бұрын
Wow, thanks! We're thrilled to hear that!
@CLEAN-Linen-and-Workwear2 жыл бұрын
Really clear explanation. Thank you so much for making this video.
@Rotive2 жыл бұрын
Happy to help!
@HireSalesforceDEV3 жыл бұрын
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.
@HireSalesforceDEV3 жыл бұрын
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
@Rotive3 жыл бұрын
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?
@sarveshMXP2 жыл бұрын
Finally got clarity on this, thanks!
@Rotive2 жыл бұрын
Great to hear, appreciate the feedback!
@nerfienerf92784 жыл бұрын
Thank you for this excellent explanation! I found it very helpful, as I am new to working with Salesforce.
@Rotive4 жыл бұрын
You’re welcome! We’re glad you found it helpful.
@millaracing3 жыл бұрын
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
@Rotive3 жыл бұрын
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.
@JazzieJai2 жыл бұрын
very CLEAR! i wish you had a full rundown for the admin cert... :D
@Rotive2 жыл бұрын
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.
@하은지-l3y Жыл бұрын
Thank you! I love it! 😍
@Rotive Жыл бұрын
I'm glad you like it
@juliapaskel17432 жыл бұрын
Understandable. Thank you so much!
@Rotive2 жыл бұрын
Glad it helped!
@weissergspritzter4 жыл бұрын
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?
@Rotive4 жыл бұрын
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.
@weissergspritzter4 жыл бұрын
Thanks for the reply!
@revathinattuvally80603 жыл бұрын
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...
@Rotive3 жыл бұрын
Hi Revathi, Apologies for the delayed response - the best place to start out if you're new to Salesforce is Trailhead! trailhead.salesforce.com
@pn56833 жыл бұрын
Can you please elaborate MY book and client book analysis , charting Notes as I am using CRM lightening
@Rotive3 жыл бұрын
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.
@lanreoyewale2 жыл бұрын
Thank you very much!
@Rotive2 жыл бұрын
You're welcome! We appreciate you watching
@LBizzAnalyst Жыл бұрын
Succinct and easy to understand.
@Rotive Жыл бұрын
Thanks! Glad it was helpful :D
@mayurdahate61972 жыл бұрын
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
@Rotive2 жыл бұрын
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.
@mayurdahate61972 жыл бұрын
@@Rotive if that is then what can I do to and please just guide me how to resolve that
@Rotive2 жыл бұрын
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
@mayurdahate61972 жыл бұрын
@@Rotive thanks for that explanation
@Rotive2 жыл бұрын
@@mayurdahate6197 Thank you for watching! Good luck!
@GBL92 жыл бұрын
very good thanks from Brazil
@Rotive2 жыл бұрын
Glad it was helpful, GBL!
@Rotive Жыл бұрын
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?
@anthonyherrera3127 Жыл бұрын
Excellent 👌
@salocin9112 жыл бұрын
Great content
@Rotive2 жыл бұрын
Thank you!
@jacker18804 жыл бұрын
Thank you bro!
@Rotive4 жыл бұрын
Happy to help
@RaviRJoshi2 жыл бұрын
Thanks
@Rotive2 жыл бұрын
We're glad you found it helpful!
@miggroup55572 жыл бұрын
Can you have contacts with no accounts??
@Rotive2 жыл бұрын
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.