Aishat Oluwaseun Jimoh

AISHAT OLUWASEUN JIMOH Project Manager and Salesforce Certified Administrator Salesforce Administrator Team Sprint - Task 1: Configuration and Set-up 1. Create a report of “Leads grouped by Lead Status” and analyze the report to identify the most common lead status. Discuss how this information can be used for sales strategy. The Lead report information can be used for sales strategy through; ● Lead Conversion Optimization: By analyzing the most common lead status, sales teams can optimize their strategies to convert leads from that status into customers. For example, the "Working - Contacted" status is the most common lead status, the sales team can focus on improving their communication and follow-up processes to increase conversion rates. ● Resource Allocation: Understanding the distribution of leads across different statuses can help allocate resources effectively. If a particular lead status has a high volume, the sales team may need to allocate more resources such as manpower, time, or marketing budget to address leads in that status. ● Identifying Bottlenecks: If a significant number of leads are stuck in a particular status (e.g., "Closed - Not Converted"), it could indicate a bottleneck in the sales process. Identifying and addressing these bottlenecks can help streamline the sales process and improve overall efficiency. 2. Create a new User with specific characteristics (Profile, Username, Email, User License, Alias, Nickname and Last Name, Role) and explain why each characteristic is important. ● Profile: determine the permissions and access levels the user will have in Salesforce. For example, a Director of Sales will have a different profile than a Sales Representative, with different levels of access to data and functionality. Profile determines what users can see and do. ● Username: is essential for identifying and logging into the Salesforce system. It should be unique and easy to remember for the user. ● Email: The email address is necessary for communication within Salesforce, including notifications, alerts, and messages. It's also used for password recovery and other account-related purposes. ● User License: User licenses determine the features and functionality available to the user within Salesforce. Different user licenses provide access to different Salesforce editions and capabilities. It is selected based on the user's job role and the features they need to perform their duties efficiently. ● Alias: The alias is a unique identifier for the user. It should be short, memorable, and adhere to any naming conventions established by the organization. ● Nickname: can be useful for informal communication and collaboration within Salesforce. It allows users to refer to each other more casually and fosters a sense of relationship within the organization. ● Last Name: This is a standard field in Salesforce and is essential for identifying users and maintaining accurate records. It should be entered accurately to avoid any confusion or errors in communication and collaboration. ● Role: Assigning a role to the user determines their position in the organization's hierarchy and influences their access to records and data within Salesforce. Roles help define the user's level of authority and responsibility, ensuring they have appropriate access to the information they need to perform their job effectively. 3. Use your knowledge and creativity to create a specific scenario wherein you convert a Lead and explain the steps involved and the implications. A Sales Representative received a product inquiry call from a customer - Bukky James and she was saved as a lead. The video below shows the step-by-step process of a lead conversion: https://www.loom.com/share/d6d8d025c3c-d79c81d26385c4?sid=3bb813f2-bb7b-41428df7-02cd3c7d5dfb Implications: ● Revenue Generation: Converting leads into customers directly contributes to your company's revenue growth and bottom line. ● Customer Satisfaction: By addressing Bukky’s specific needs and providing a tailored solution, you enhance customer satisfaction and loyalty, increasing the likelihood of repeat business and positive referrals. ● Market Expansion: Acquiring new customers expands the company's market reach and strengthens its position within the industry. ● Data Insights: The conversion process provides valuable insights into customer preferences, pain points, and buying behavior, which can inform future sales and marketing strategies. ● Business Growth: Converting leads into customers fuels business growth and creates opportunities for further expansion and development. 4. Create a pick-list field on Account, Contact, and Opportunity that all use the same fields by using a global value set, and discuss the benefits of using global value sets. ● Create a Global/Pick-list Value Set Name: My Lead source Pick-list values: Advertisement, Cold Call, Referral, Website, Cold Email, Warm Email, One-on-One. ● Add the Picklist Field to Account, Contact, and Opportunity ● Add the Field to Page Layouts https://www.loom.com/share/07143c8f34334efe9dc0f43902d2acc6?sid=477564c0-691d-47a9-bb ff-f159f5b6d1f8 Benefits of Using Global Value Sets: ● Consistency: Global value sets ensure consistency across multiple objects or fields within Salesforce. By using the same set of values, you maintain uniformity and avoid discrepancies in data entry. ● Efficiency: With global value sets, you only need to define the values once and then use them across multiple fields and objects. This saves time and effort compared to manually defining values for each field individually. ● Ease of Maintenance: If you need to update or add new values to the picklist field, you can do so in the global value set, and the changes will automatically reflect across all fields and objects using that value set. This simplifies maintenance and reduces the risk of inconsistencies. ● Scalability: Global value sets are scalable and can accommodate the needs of growing organizations with multiple objects and fields requiring the same set of values. As your business evolves, you can easily manage and adapt the values in the global set to suit changing requirements. ● Cross-Object Integration: Using a global value set allows for seamless integration and reporting across different objects in Salesforce. Since they all share the same set of values, it's easier to analyze and compare data across records from Account, Contact, and Opportunity objects.