Sfdc Set 14

Front 1

Person that may be interested in your products or services, may also be known as propects

Back 1

Lead

Front 2

Can be defined to represent the steps in a lead life cycle

Back 2

Lead process

Front 3

Place to store leads before they have an owner

Back 3

Lead Queues

Front 4

Must be lead owner, lead owner manager, or system adminstrator to do this with leads

Back 4

Merge Leads

Front 5

Number of records that can be imported from the Lead Import Wizard

Back 5

50,000

Front 6

Lead Tools, Mass Delete Leads, Transfer Leads, Mass Email Leads, Mass Add Leads to Campaign

Back 6

Lead Tools

Front 7

Can assign a lead to a user or queue according to matching field values to assignment criteria

Back 7

Assignment Rules

Front 8

Number of assignment rules that can be active at one time

Back 8

One

Front 9

Used to send an email to a person that submitted a lead frm a web to lead form

Back 9

Auto Response Rule

Front 10

Number of Auto Response Rules that be active at one time

Back 10

One

Front 11

Used to save lead details from a company website to a Salesforce organization

Back 11

Web to Lead

Front 12

Person that may be intereted in your products or services

Back 12

Lead

Front 13

Used to track sales deals and to produce values for the sales forecast

Back 13

Opportunities

Front 14

Key field used to track an opportunity as it advances

Back 14

Stage

Front 15

Used to send notifications when an opportunity of a certain value reaches a trigger probability

Back 15

Big Deal Alert

Front 16

Allow opportunity revenue or other opportunity currency fields to be split amongst the opportunity team members

Back 16

Opportunity Splits

Front 17

Must be enabled to use Opportunity Teams

Back 17

Opportunity Team Selling

Front 18

Allows one or more competitors and their strengths and weaknesses to be listed on an opportunity

Back 18

Opportunity Competitors

Front 19

Custom app that allows working on related records in one dashboard interface

Back 19

Sales Console

Front 20

Used to track revenue when the full price is not paid at one time or there is reoccuring revenue

Back 20

Revenue Schedule

Front 21

Used when a product is delivered over time and allows tracking of shipping dates

Back 21

Quantity Schedule

Front 22

Group of products and their associated prices

Back 22

Pricebook

Front 23

Used to track marketing activities such as onle and print advertising, direct mail, and conferences

Back 23

Campaigns

Front 24

Email limits for Enterprise and Unlimited / Performance addition

Back 24

500/1000

Front 25

Permission required on the user record to access campaignn functionality

Back 25

Marketing User

Front 26

Leads or Contacts are added to a campaign as a

Back 26

Member

Front 27

Used to link related campaigns. There can be up to 5 levels and unlimited sibling campaigns

Back 27

Campaign Hierarchy

Front 28

Agreement to provide products or services to a customer at a certain quantity, price and date

Back 28

Order Overview

Front 29

Used to record cancellations, returns, or reduction in order quantity

Back 29

Reduction Orders

Front 30

In lighting displays graphically where an opportunity is in the Sales Process or what Status a lead is in

Back 30

Sales Path

Front 31

View of all information related to a lead in the lighting experience

Back 31

Lead workspace

Front 32

Lighting experience that displays opportunities visually in each stage

Back 32

Opportunity Kanban

Front 33

Lighting experience that is a view of all information related to an opportunity it contains

Back 33

Opportunity Workspace

Front 34

Way of estimating revenue for products and services in the future based on opportunities and their stage values

Back 34

Forecasts

Front 35

Customizable and Collaborative Forecasting

Back 35

2 Types of Forecasting