- Bulkify Your Code
- Avoid DML/SOQL Queries in Loops
- Avoid Hard-coded IDs
- Explicitly Declare Sharing Model
- Use a Single Trigger per SObject Type
- Use SOQL for Loops
- Modularize Your Code
- Test Multiple Scenarios
How do I create a data model in Salesforce?
- Click the setup gear
- Click the Object manager tab next to the Home tab
- Click Create and select Custom Object
- Update the custom object definition
- Select Launch New Custom Tab Wizard after saving this custom object
- Leave the defaults for the remaining fields, and click Save
What is one of the key benefits of selling with Salesforce
Salesforce helps you manage customer relationships and keep customer data, interactions, and deal info all in a secure, central location.
With your data stored in the cloud, you know your data is safe and you won’t lose crucial or time-sensitive information.
Your data is available anytime, from anywhere.
Can you connect Google Analytics to Salesforce
Create a Salesforce Sales Cloud data set Sign in to Google Analytics. In the bottom left, click Admin, and navigate to the property to which you want to link.
You must have the Editor role for this property. In the PROPERTY column, click Data Import.
How long does it take to build Salesforce
On average, it takes a business three to four weeks to implement Salesforce. However, this can vary significantly based on an organization’s needs and goals.
If you require a complex setup with lots of customization, your Salesforce implementation could take months to complete.
Is Salesforce a relational database
Salesforce’s CRM is built on a relational database. Salesforce calls its tables “objects”. And these objects can relate to each other.
These relationships can be used to share information and create connected views of data.
Can Salesforce track sales
Hi, Salesforce track sales Performance by: Use the performance chart on the Home page in Lightning Experience to track your sales performance or the performance of your sales team against a customizable sales goal.
What are the lead stages in Salesforce?
- Lead
- Marketing Qualified Lead
- Sales Qualified Lead
- Opportunity
- Customer
What is the difference between sales process and path in Salesforce
The sales process has to do with the particular stages that can be set on an opportunity.
The sales path has to do with key fields and guidance for success, and those can be segmented by stage.
What is sales life cycle in Salesforce
The number of steps in the sales process may change depending on a rep’s industry, product, and prospect, but include four key stages: research, prospecting, sales call and close, and relationship-building.
The sales process covers four stages, from early research through longterm relationship nurturing.
How many types of security are there in Salesforce
Further, there are five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing.
What is the difference between a sales pipeline and a sales funnel
A sales pipeline represents the stages a consumer goes through to become a customer.
The sales funnel represents the number of prospects who make it through those stages.
A sales pipeline looks at the different steps in the sales process, from gaining the lead to closing the sale.
How do I create a multiple sales process in Salesforce?
- From Setup, enter Processes in the Quick Find box, then select the appropriate link
- Click New
- Choose an existing process to copy its picklist values into the new process
- Enter a name and description for the new process
- Click Save
How many standard fields are in Salesforce
Standard Fields: There are four standard fields in every custom object that are Created By, Last Modified By, Owner, and the field created at the time of the creation of an object.
These fields cannot be deleted or edited and they are always required.
What are the key considerations when developing a Salesforce development strategy?
- Identify what you need (and want) from Salesforce
- Create a budget
- Find the right experts for your needs
- Plan your organizational change management strategy
- Migrate your CRM data
- Roll out features gradually
- Invest in employee training
What is CRM life cycle in Salesforce
The CRM cycle basically consists of four stages – Marketing, Sales, Product, and Support.
How do I plan a project in Salesforce?
- Define Stakeholders
- Define High-level Goals
- Gather Requirements
- Prioritize Requirements
- Build
- Testing and Implementation of Feedback
- Prepare for Go-Live (change management)
- Go-Live
How long does it take to implement a CRM system
How long does CRM implementation take? The timeline for the implementation of a new CRM system depends on the size of the business and its various departments.
However, most small businesses can expect implementation to last one to three months.
How do I find my Salesforce data model
You can alternate between a list view and a graph view in the Data Model tab.
The graph view shows an Entity Relationship Diagram of the mapped data model objects within Customer Data Platform and their relationships.
List view allows you to view your data model objects (DMOs) and any related details in a list.
How many interviews does Salesforce have
In the Salesforce interview you will face around 5-6 interviews testing you on: problem solving/data structures/algorithms, design, behavioral, and a Hackerrank challenge.
Which sales best practice should you follow Salesforce
2)Which sales best practice should you follow? I)The best sales reps memorize their customer information.
II)When your business grows, the best thing to do is use the same sales processes but hire more reps.
What are the 4 types of sales presentation
The four categories, namely memorized(structured), persuasive selling(semi-structured), need-satisfaction(unstructured), and problem-solution(centralized), are presented in a zig-zag fashion to make ample space for the additional details.
What are different types of leads in Salesforce?
- Advertisement;
- Customer event;
- Employee referral;
- Purchased list;
- Trade show;
- Webinar;
- Website;
- Other
What are the 4 steps in the sales process?
- Step 1: Get the prospect to commit to the process
- Step 2: Identify the prospect’s problem
- Step 3: Show prospects the solutions
- Step 4: Allow them to pick what’s naturally best for them
What causes data loss in Salesforce
Here are the 6 most common reasons for Salesforce data loss in 2021: Accidental Deletion.
Cyberattacks. Hardware Failure.
What are the 7 steps in the sales process?
- Prospecting
- Preparation
- Approach
- Presentation
- Handling objections
- Closing
- Follow-up
What is a call cycle in sales
Call cycles refer to the number and cadence of sales calls reps make to maintain contact with their key accounts and prospects during a specific time period.
What are the 5 steps of the sales process?
- Approach the client
- Discover client needs
- Provide a solution
- Close the sale
- Complete the sale and follow up
What is the difference between CRM and CLM
Both CLM and CRM help businesses foster customer relationships, increase customer satisfaction and ensure recurring profits.
While CRM emphasizes monitoring and managing customer relationships, CLM focuses entirely on different stages of a customer lifecycle to find opportunities for improvement.
What are the three phases of CRM
CRM is a process of gathering and analyzing customer data, building precise marketing campaigns and managing relationships for optimized retention.
These activities are performed over the three phases of customer acquisition, retention and extension or expansion.
Sources
https://www.salesforce.com/in/blog/2021/10/sales-process.html
https://trailhead.salesforce.com/content/learn/modules/sales-cloud-configuration-basics/understand-data-models
https://www.groove.co/blog/3-must-haves-for-setting-up-a-sales-process-in-salesforce/
https://www.deskera.com/blog/what-is-a-crm-cycle/
