Scenarios
Category
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FunTranscript
00:01Welcome to the Salesforce training.
00:04In this module, we are going to cover different scenarios that may happen to you,
00:09and we want to show you what are the right steps to follow so you start getting some of those best practices.
00:16Let's get started with our first scenario.
00:19In here, we will be converting a lead when our account already exists.
00:24So, I will be jumping now to Salesforce, and we will look into one of our leads that is ready to get converted.
00:35So, for now, here, I'm looking at Julie Callahan, who is an account executive in the Boston market.
00:44So, I can use, again, my use in Salesforce to get to the records that I want to, or I can always use my search.
00:53In this case, I'm looking for Shane Buckner.
00:57He works at Ford Motor Company, and we have been working with Shane just to present some of the products and offerings from Beasley,
01:08and he is interested and he has requested a proposal.
01:14So, in this case, I will be converting my lead, but we already have Ford Motor Company as an account that we have used before.
01:25So, in this case, I'll click on my convert button, and we will see the screen for converting a lead.
01:35So, in here, you would probably remember from the lead and account management training session that you have two options.
01:42One is to create a new account, and one is to choose an existing one.
01:46As a best practice, we always recommend you select the second option and do a quick search of the company.
01:53In this case, if you notice, right away, it shows me a matching account, which is Ford Motor Company at Boston.
02:01So, I will be picking that instead of creating a new account.
02:06Then, on my contact, we follow the same best practice.
02:11We try to look in here and see if there is already a Shane Buckner account.
02:17As soon as I enter it, you will see that there are no results coming up.
02:21Even if I click on enter, it's going to show me that there are no results for that contact.
02:27So, I am sure now that I can create a new one.
02:30In this case, I will also create my opportunity.
02:34So, I'll call it first proposal.
02:39Once I am ready, I will click on convert.
02:42So, just to remind you again of what scenario we are looking into,
02:45as I am converting a lead and my account already exists.
02:50When I search in here, I found a match.
02:53So, I will be selecting that one.
02:55I'll click on convert.
02:57And in this case, an account will not be created,
03:03but my contact will be attached to my existing account.
03:08So, again, we didn't create a duplicate account.
03:11If I click on Fort Motor Company, and I go to my related tab in here,
03:18I should see Shane Buckner created as a contact.
03:22Good.
03:23Let's go back now and look at other scenario.
03:29In this second scenario, we are going to see what to do or how to manage our non-qualified leads.
03:41So, let me go back again to Salesforce.
03:44Again, using your tabs and the different views, you can get into your leads.
03:52So, again, I am logged in as Julie.
03:55She is a seller in the Boston market.
03:58So, in here, I look at my leads available, and you will notice the lead status in this column.
04:06So, I have two of them that are marked as not qualified.
04:10So, there are different things that you can do depending on the final stage of those leads.
04:17Let's start with Manny John at McDonald's.
04:20The stage or the status of this lead is marked as a not qualified nurture.
04:27In this case of leads, what happens is that probably the timing or the need that they had in that movement
04:36didn't match with this lead completely, but it doesn't mean that they are not interested.
04:44So, in this case, what we need to do is include them in any nurture campaigns.
04:49You can get some help from your marketing team right now in this phase of Salesforce.
04:56We don't have yet any marketing activity implemented, but that may be coming in future phases.
05:02So, just for now, the marketing campaigns will not be handled in Salesforce,
05:07but it doesn't mean that probably your marketing team is doing some efforts around that.
05:11So, whenever they ask you for a list of people that they probably could be including on newsletters
05:18or promotions or different marketing campaigns, make sure that you always include these not qualified nurture ones
05:26because you know that there could be additional work that can be done over them to kind of get their interest at the right moment.
05:34So, in this case, it's always good for you to keep note of what happened.
05:41So, let's take a look quickly and see if we included any notes.
05:45For now, it's empty.
05:47But what we recommend is as soon as you are entering this stage, aside from the detail that we are entering in here,
05:56so we have a reason for not qualifying this lead and it said in here urgency,
06:03you can probably add a lot more details of what happened or a little bit more insight for other people.
06:11So, in this case here on my notes, I will enter it and I will say reason for or not qualified reason.
06:25They didn't have an urgency on a campaign for now.
06:37But they mentioned that during the holidays in December, they may require a bigger push for their brands.
06:53So, when you include these type of notes in here, I'll save it.
07:03Other people that come up and look at your lead will be able to see those notes and see what happened.
07:10Also, what you can do is set up reminders for yourself.
07:14So, we will be using also the activity portion.
07:18So, here we would say a new task.
07:21So, you already know that they may be interested around the holidays.
07:25So, in here you probably put in a call or follow up if you want to give a lot more detail.
07:31Follow up for the holidays.
07:36Put in here, it's a call.
07:41Call money around.
07:46Call money to propose a campaign for the holidays period.
07:53And you can put in a due date.
07:56So, this one you probably want to reach him around the beginning of November probably to start talking about it and get it ready for December.
08:07So, you can put in a reminder for you with a specific priority and click on save.
08:12That way, you don't have to go over your list of leads all the time.
08:17As soon as you change the stage to not qualified nurture and you know what may be coming, you can create those reminders for you.
08:26So, on November 1st, you will get a notification of a task that you probably need to complete.
08:33So, when you come and look into it, you look again into your notes and then you call money and potentially this can become a new campaign.
08:43Good.
08:44So, those are a couple of the things that you can do to manage them.
08:48Let's look into the other case.
08:50So, I'll go back here to my leads.
08:52We'll open my leads and take a look at our not qualified lead.
09:01So, many people would probably ask why are we still keeping those records?
09:07Why wouldn't we delete them?
09:10Which is a fair question.
09:12The idea of not deleting them completely is because you probably put a lot of time or some effort on trying to reach this specific contact and they probably were not interested at all or the email that you got was incorrect and it bounced back.
09:30So, depending on the reason, you probably could delete them or not.
09:37But for now, since you're starting just to build a little bit more history around all your sales cycle, all these leads, it's probably better that you keep them.
09:47In probably a few years, we'll need to do some cleanup of those leads and they may not be relevant at that point in time.
09:55But right now, it's good to keep all of these because let's say you actually were able to reach Jodi and she told you that really mass first doesn't run any campaigns or that they are not interested probably in the type of products that you have.
10:18Or they don't have the money probably to do that type of advertising and you know that it's it's a no go completely.
10:26What you want to do is still keep that information in there because then you will probably save one of your colleagues time on trying to reach this person.
10:36So, at least you have some history if let's say tomorrow somebody else gets another contact from mass first, they probably would look into Salesforce first to see if there are any other contacts in here.
10:50They probably would look that if they come and look into your notes, assuming you entered one and we will enter one right now, they will see like, oh, yes, they don't have money for these type of campaigns or they are not really a match for these leads.
11:08So, in that moment, they will not spend time into that company or that lead again.
11:15So, they can focus on something more important that will bring later another client to business probably.
11:21OK, so again, best practices is best practices are that as soon as you change the stage of your lead, try to put in a note of what happened.
11:32So, again, not qualified reasons aside from what we entered in the details and I will go back here just to see.
11:41Need, we can put in they don't have advertising needs because they run everything in everything on their social media.
12:00And they don't have budget for anything outside, let's say.
12:13So, if you'll click on done, that note will be available.
12:18So, again, if any of the other reps come here and look at the notes, they will know that there was there's really not an opportunity to work with mass first.
12:30So any additional contacts that they may get will get also discarded.
12:33OK, so that's that's the idea behind these.
12:36Again, it's not recommended that you delete it.
12:39If it's not qualified, that it's good.
12:42We keep it in there for reference.
12:44Also for the future.
12:45For the future.
12:46I'm sure that in a couple of months, probably you have reached to so many leads that you don't even remember probably if you reach this person or not.
12:54So you get the information, you enter it again and you will probably call them again.
12:58So, again, the tool is here to help you to be more efficient, to spend your time in the things that really need it.
13:08And, of course, following up on lead that you had tried to contact before.
13:16It's not the best use of your time.
13:18So, again, it's for reference.
13:20It's good.
13:21It's not going to use that much space in the system and it will help you and your colleagues.
13:27So with these, we finalize talking about our second scenario.
13:34Let's jump into the third one.
13:38So our third scenario is how can we collaborate into an account?
13:45So let's say I'll go back to Salesforce in here.
13:50I got a different contact, a new contact for Old Navy in Boston.
13:57So I'll just type in here, Old Navy, look for it.
14:01See if we have something already.
14:05I have Old Navy in Boston.
14:07So I'll open it and I'll see right away that Matt is the owner of this account.
14:14If we look into the opportunities, we probably will find already opportunities created in there.
14:20In this example, I don't have, but let's assume there are some opportunities already that Matt is pursuing with Old Navy.
14:27So let's say Matt focuses into a specific type of products.
14:33And in this case, Julie, probably it's focusing more on the digital side of things.
14:38So we could both work with Old Navy.
14:42And I would like to have also privileges in here to be able to update some of this information because I just recently talked to them and I know how many employees they have, if they are interested in any additional information.
14:56And you know what, I won't be able to do that in here.
14:59So let's say I got a phone.
15:00I will just enter something and you will notice when I try to save that I don't have privileges for it.
15:12So first things first is asking me for some missing information that we have in here.
15:18So we'll enter it from, let's see if we have a master account.
15:24So I'll type Old Navy.
15:26It doesn't show anything.
15:28So I will select my placeholder advertiser and my industry.
15:36So let's see here consumer products, maybe let's see if I have here clothing.
15:48Let's check if I find any other thing that may match.
15:56Okay, I will just keep it as consumer products and we'll put it as beauty products for now.
16:01I'll click on save and it will tell me that I don't have privileges over this record.
16:08So even if I entered all this information, since I am not the owner of the account, I won't be able to save it.
16:14Okay.
16:15So how do we get privileges into this account?
16:19So there are a couple of things that we can do in here.
16:22First things first, go to chatter, probably send a message to Matt and see if he can probably add you as part of the team.
16:30Of the account to you, you will be able to modify the account.
16:34So I'll put in here, Matt, I would like to work on our, I have also deals with them.
16:45With old maybe, I would like to be able to update the information we have about them.
17:04Can you add me to the account team?
17:11Sorry.
17:12Can you please add me?
17:17So I'll click on share.
17:20Matt is going to get a notification.
17:23So I'll quickly just show you how that would look like into Matt's site.
17:30So I switched now and I'm logged in as Matt.
17:34So just to show you what would happen here on top, I got a notification.
17:40So you will see that I have a new notification.
17:43And it's telling me that Julie has asked me to add her on the account team.
17:50So from here, you can navigate to the account.
17:53It will always show you who tagged you and into which record.
17:58So I'll click here on old maybe.
18:00And again, if I click on the chatter tab, I will see also the post from Julie.
18:06And she wants to get access to the account.
18:10So I can totally do that.
18:12I can still be the owner of this account.
18:15But here on the related tab, I would add her.
18:19So on my account team, I'll click a team member.
18:22I will add Julie.
18:25So I'll type in her name.
18:27I would say what role she's going to be playing with this account.
18:32So we're going to say account executive.
18:35We will give her read-write access over the account.
18:39So she will be able to do updates on the account too.
18:43Cases, you can ignore.
18:45And opportunity access, you cannot modify.
18:47It's going to be kept as private.
18:49So even if she enters opportunities and I also have my own,
18:53we won't be able to see each others.
18:56Unless we add them into the opportunity team.
18:58But that's a different story.
19:01So here, we'll just click save.
19:04We have now Julie added into the account team.
19:08So now let me switch back to Julie's login.
19:14So now I'm back as Julie.
19:21So I am logged in as her now.
19:23I come back to my Old Navy account.
19:25Assuming Matt sent me also an answer in chatter.
19:28I will be notified if he posts me in there that he added me to the account team.
19:35So I can come here, look at the related tab.
19:40I'll see my name as an account executive into this account.
19:44And now I should be able to modify any details of my account.
19:48So let's try to enter what we tried to do before.
19:51So here on my parent's account, we'll pick the placeholder.
19:56We'll enter, we had already the market.
20:03So let's say I have here my phone.
20:05And the website.
20:15We have the industry.
20:17So again, I'll just pick something here.
20:22And let's say we also know that this is going to be a local account.
20:33We have some description if you want.
20:36So clothing and apparel, especially a run digital campaigns, especially during the summer and
20:51quality.
20:52So we'll add that in here and I'll click just in the save button.
20:59So now I have access to it.
21:01Now I am part of the team.
21:03Even if Matt shows up as the owner, I can contribute.
21:08I can collaborate into this account, update the information.
21:12And of course, I can create opportunities too.
21:17Good.
21:18So with this, we will finish this scenario.
21:23Let's jump into the following one.
21:29In my scenario four, we are going to cover how to create an opportunity from an agency.
21:34So during the training, we covered on how to create opportunities usually on there from an advertiser.
21:41In this case, we are going to create it from an agency.
21:45So let's go back to Salesforce.
21:48And again, I'm still logged in as Julie, who is an account executive in the Boston market.
21:55So let's look for one of our agencies.
21:59So I will type in here, OMD USA.
22:04We'll make sure that we're on the right one.
22:07So this is the Boston account.
22:09It sounds good.
22:10And let's assume OMD contacted me.
22:14They want to run a campaign for a client, but they haven't told me which advertiser it is.
22:19So you can still create an opportunity directly from an agency.
22:24You will click here.
22:25The steps are the same.
22:27You will click on the create opportunity button that is on your top right corner.
22:32We will give it a name.
22:34So let's say mystery campaign.
22:48And if you notice here, it will ask me for my advertiser.
22:52I already have my agency included in the right spot because we always have to keep the account
22:59name for our advertiser, the agency account for our agency.
23:03You cannot do a mismatch in here.
23:05So even if I want to do here OMD, it's not going to show me.
23:09It has a filter that it only will let you create or select an advertiser in this case.
23:16So what happens if I don't know my advertiser yet?
23:19I still want to create this opportunity.
23:22So very similar.
23:24You would have a placeholder agency.
23:30So I typed placeholder, sorry, a placeholder advertiser.
23:36So it will tell me here it's unknown.
23:39So you can select that one and then continue to fill in information of your opportunity as
23:47you usually do.
23:48So our tentative flows date, it's going to be in the next couple of weeks.
23:58Now click save.
24:01The idea behind this is that you are able still to create your opportunity.
24:07Most probably they are going to tell you before they close on this opportunity who is really the advertiser.
24:16So whenever you are closer to that point, come and update it.
24:21If you forget, just to be aware that the integration from Marketron probably will not work.
24:29Because when you enter the order in Marketron, again, you will have to pick a specific advertiser.
24:35It's a mandatory field there.
24:37And it has to match exactly with what you selected in Salesforce too.
24:42In order for the integration to work and to bring you those Marketron revenue records that we need to.
24:50So there are no specific validations in here.
24:54But if you notice that you close on this opportunity and in two, three days information is not coming back from Marketron,
25:00it's most probably because you haven't updated your advertiser.
25:05So the only thing you need to do in here is edit it once you know who the advertiser is.
25:11So let's say I select now.
25:14Let's see if we have Gap.
25:17If we don't have it, let's just use our regular McDonald's.
25:21So at the end it was McDonald's who was going to run this campaign so you can update it.
25:27Okay.
25:28And click save.
25:33In case you get errors like these, because there's a key with Marketron that is combined.
25:43Don't worry.
25:44It's basically just because we haven't entered a contract ID.
25:49We are going to make sure that that doesn't happen.
25:52But it's good that if you see that error, the only thing you probably need to do is just enter a temporary contract ID for now.
25:59And it will let you see.
26:01Okay.
26:02Good.
26:03With this, I finished this scenario that was explaining you how to create an opportunity starting with an agency.
26:17So let's jump into the following one.
26:22In a scenario number five, we will cover the creation of a new account when a master account exists.
26:28So let me jump again into Salesforce.
26:32And we will create a new account.
26:35So I'll go first.
26:37As for our best practice, we will search for Honda.
26:41I have some Honda information in here.
26:46I'll just hit enter for us to see if there's anything in Boston.
26:51And we don't have anything.
26:54So let's go now.
26:56Create a new account.
26:58It will be an advertiser.
27:00And we'll call it Honda.
27:07So you will notice that Salesforce will give you some options in here.
27:11Some of them are targeted to specific countries.
27:15So this one, for example, is in Japan.
27:17So just make sure you do select the correct one.
27:20In this case right now, it's showing me that I have a duplicate because I haven't entered any market.
27:25But as soon as I entered Boston, since we saw that there wasn't anything created for Honda in Boston, my warning went away.
27:35Now, we talk about a case in which we would have a parent account existing.
27:41So you will notice right away that it's showing me here some options.
27:45But again, as soon as you start typing, it will give you options in here to select that parent account or master account.
27:54This concept is exactly the same as in Marketron.
27:58So you have your local accounting in which in this case will be Honda in Boston.
28:05And then you attach it to a parent account that it's going to hold all those different accounts to.
28:11So I'll enter a couple other details in here just for being able to save this specific account.
28:22And let's see here what else we need.
28:25We'll enter the website.
28:28If we have the phone number.
28:32And we'll just click on.
28:42So in this case, you will notice that we attach it to the parent account that was already existing.
28:49If I go here on to the top right corner, click on the little arrow and click on new account hierarchy.
28:57It's going to show me that I have my master advertiser and my advertiser below.
29:04So you will start seeing that hierarchy being built between those master accounts and your specific market accounts.
29:11I'll show you one more example.
29:12So you see how those accounts are linked.
29:18So let's look again for McDonald's.
29:21I'll pick one of these.
29:26We'll see if we also have a master account.
29:30Well, we have a parent account or master account.
29:33It's the same meaning.
29:35We'll click on the hierarchy.
29:37And in this case, we'll notice that there are more accounts under it.
29:41So again, we have that master advertiser in here and we have multiple market accounts.
29:47One in each one of the markets.
29:50Names can change a little bit between them.
29:54But this is how we start building that hierarchy.
29:57Now for executives, this is very helpful because they will be able to run reports based on those
30:04master advertiser and master accounts to know how McDonald's is doing in general.
30:11And it will get the reporting from all the different markets too.
30:16Good.
30:17So with this, I will finish our scenario five.
30:26So now let's jump into our scenario number six, which is creating a new account, but we
30:33don't have a master account yet in Salesforce.
30:37So I'll go back again.
30:38I'll go to my accounts tab and we're going to create now gap.
30:46So I'll search here.
30:48I didn't find any much.
30:50This is totally a new account.
30:52So we will be creating it from scratch.
30:55I'll click on new.
30:56I'll select advertiser.
30:59I'll enter the name gap.
31:04And we will search for the master account.
31:08So I look with capital letters, but again, it doesn't matter.
31:13It's not case sensitive.
31:15So I search here.
31:18There's no matching result.
31:20Yeah.
31:21So in this case, there are a limited set of users that will be able to create those master
31:29accounts.
31:30So in the case that you search for one and it doesn't show up, just look for a placeholder.
31:37So type placeholder and it will show you a master advertiser placeholder or an agency for
31:44when you're creating agencies.
31:45In this case, I will select master advertiser placeholder and I will be able now to save my
31:54account.
31:55So I will enter again the relevant information and click on save as soon as I enter all the
32:06data that I want.
32:07So here I will put the gap.com, a full number if I have it too.
32:19And click on save.
32:22So again, we covered in a scenario five and in scenario six, how to create new accounts
32:29when we have a master account already existing or when we don't and something additional that
32:37it's important in here.
32:39When you're creating a new account in Salesforce, it means that it doesn't exist yet in Marketron
32:47or it is an inactive account in Marketron.
32:51When you get closer to closing an opportunity for any of those accounts and you need to enter your
33:01order or your contract in Marketron, you will need to get that new account created in Marketron
33:07because you don't have privileges to do that by yourself.
33:11So that process will remain the same.
33:14Usually when you create a new account here, it's probably good if you keep again a note
33:19or something that will indicate you that this was a totally new account.
33:25Still, when you get to Marketron, you will see that it doesn't exist.
33:29But let's say if this is really coming up to or you are creating an opportunity and you see
33:35really that it's coming to a closure, meaning that you will be winning this deal.
33:42It's probably a good practice or a good thing that you do to create a reminder for yourself
33:51to contact the right person on your market to create the account.
33:56So here you can just have a reminder for yourself, request creation of the account in Marketron.
34:07So here you can put it as other, enter details.
34:14So you will need to contact a specific person in your market to help you with this activity.
34:22So let's say here, contact, I'll just put in here,
34:27expect to create account in Marketron.
34:34And you can put in, I'm sorry, I picked the wrong activity, so it should be in the task.
34:40So that way you will be able to put in a new date.
34:44So if you know that you will be closing these soon,
34:46you can pick a specific date for you to have these reminders.
34:53So let's say request creation in Marketron.
35:14And then you just click on save.
35:16That way you will get this reminder also in your tasks.
35:21And you will be able to contact the right person ahead of time to get it created.
35:25So whenever you need to create your order or your contract in Marketron,
35:29your account is already there.
35:31So with this, I think also scenario number six, let's jump into the next one.
35:40On scenario number seven, we get a case in which your advertiser notifies you that they will start working with a new agency.
35:49So let me jump back into Salesforce and I'll show you some of the steps that we'll need to follow.
35:54So in this case, it was Old Navy that contacted you.
35:58So I'll search here again.
36:00Old Navy, I'll go to my Boston account and they just let me know that they will be working with OMD USA.
36:11So if you remember from our previous scenarios,
36:21we asked Matt, that is the owner of this account to add us as part of the account team,
36:27which gives us privileges to update our account as we need to.
36:32So that also includes the agency landscape in which we can enter this relationship.
36:38So here, if we know that Old Navy is going to start working with OMD, I will type OMD USA.
36:46We know that this is the one in Boston and we'll define which type of agency they are.
36:54So they are probably the media planning agency for Old Navy.
36:59They are going to become their agency of record or the main agency in this case.
37:05We'll check the box, click up and also click on the save button.
37:12So this way we have already built this relationship.
37:15If we also open OMD directly from here and we go also to agency landscape,
37:22it's going to show us Old Navy 2 saying that it's the media planning for that advertiser.
37:28So this way we start connecting our accounts and you know exactly whenever you're opening
37:37either OMD or Old Navy with which agencies or advertisers they work with.
37:47Good. So this will conclude our scenario seven.
37:54So now let's review our scenario number eight.
37:57So you want to review the tasks that you have for today.
38:02So I'll jump again in Salesforce and you'll have here also a tab that it's called tasks
38:11that we probably didn't cover before in our other sessions.
38:16But if you click on that one, what it will show you, it's very similar to what we have in any other tab.
38:24So it will give you a list of views available for you to look at your tasks and be able to filter them.
38:33The only difference here is you have a slightly different view.
38:38You can still look at your tasks as any other tab.
38:41So I just changed the view.
38:43So instead of having a split view, I am showing it as a table.
38:48You can also change it to be a Kanban and it will show you open and completed.
38:53So you can drag and drop tasks from one side to the other.
38:57But especially for tasks, the split view is really helpful because on the left side, you can see a specific list of tasks.
39:06In this case, I will filter it based on my open tasks.
39:10And then when you click on any of them on the right side, you will get all the details about that specific task.
39:18You will notice that every task will be connected to a record.
39:24So in this case, I open my confirm delivery task that is supposed to be completed on the 10th of July or was supposed to be completed on the 10th of July.
39:36And it tells me here to which record it is related to.
39:40So I am reading here that I should be confirming the delivery of the campaign.
39:46So just to know a lot more details, I can just click on my opportunity, see what my opportunity was for.
39:55So I can look at the products that we sold them.
40:03This is, again, coming from Marketron already.
40:06I know that we have to deliver some airtime spots in June and in July.
40:12So I just need to confirm with them that they like what do they think about the airtime spots that we gave them or that we sold them if everything went well.
40:23And I can just call them right away and mark my task is completed in here.
40:29So this is one way I got back to my opportunity and I can click here that my task is completed.
40:37So let me go back to that view and see what other options we have in here.
40:42So if you don't want to go and open directly the opportunity, you can still complete your tasks directly from here.
40:51So in this case, I will click on the button on top that says mark complete.
40:58So that's other option of completing these tasks.
41:02If you absolutely remember everything about the task.
41:05It depends on how much information you add into the comments or into the subject that you probably don't need to jump right into the record that it is related to.
41:15So here I'll play around with my views a little bit so you see what other things I can get so I can get a list of my overdue tasks.
41:26So anything that I should have completed by now, but I didn't.
41:30I have also any open tasks.
41:34So anything that I have to complete in the future.
41:38I have also my recently completed tasks.
41:42So if there was something I recently did, I will be able to do that too in here or look at them in here.
41:50I have my filter for today's tasks.
41:53So this is going to be very helpful if you just want to start your day.
41:58See what you're supposed to do today.
42:01You have in this case of four activities here to complete.
42:05So you need to send an email to follow up with McDonald's for the full campaign.
42:10You also have to follow up with McDonald's for the full groupers campaign.
42:16You have to send a contract for Planet Fitness for the Happy July campaign.
42:23So this is a very easy way to keep track of the things that you need to do.
42:29And there's one more place in Will where you can see this information too.
42:34So you have a dedicated tab for your tasks.
42:38But also if you go to the home page and you scroll down a little bit more.
42:45You'll see here in the middle of the screen on the right side, you have a component that says today tasks.
42:52So it will already show you here the tasks that you need to complete for the day.
42:57And you can also change the filter or the view in here.
43:02So anything that is overdue, anything that you have completed within the last seven days and just your tasks in general.
43:14So these filters are available in there too.
43:17And it will take you exactly to the same place as if you were looking into the tasks tab.
43:24Good.
43:25So let's jump into our next scenario.
43:29Scenario nine is our last scenario for this module.
43:36And it mentions how would you prepare for your weekly one on one with your manager for those regular meetings that you probably have with your manager to see how you're doing, how your sales are looking like.
43:53So for these, there are a couple of things that you can use in Salesforce.
43:58So I'll go back in here.
44:00One of the first things that you can use that it's very easy, but you will need a screen probably to share that information would be here.
44:10Just go to your opportunities tab.
44:12And we will see your different views.
44:18So again, I'll pick here my opportunities.
44:21You're probably not seeing exactly the same view that I have in here.
44:25And it's just because I selected a different view.
44:28So the regular one that it's going to show is this table format.
44:32So you can sort the information based on the stage, based on the close date, or even like by the account name, any of the fields that are shown in here, you can use to sort your list.
44:49But you have probably like a more useful view that is this Kanban view that will show you per stage, which opportunities are sitting in there.
45:04So here I have that list broken down by my different stages.
45:10So I know which ones I probably need to work on.
45:14And if you notice, there are some of them that show little warnings in here.
45:19So these warnings tell you that you probably have overdue tasks or that you haven't created any activity into that specific opportunity.
45:31So it's very helpful for you to see which ones require more attention.
45:40So this view is really helpful.
45:42Couple additional tricks in here.
45:44You have this printable view button that will give you the table version, not the Kanban one, but still you can use these to print it.
45:56And just if you're meeting with your manager and you want to take some notes or you want to just give him or her kind of what are the things that are still on your pipeline or that you're working on, you can generate this view.
46:14So this is one option.
46:17This is something that is available in Salesforce.
46:21I'll close this one.
46:23And there is also other option in here.
46:29So we covered how you can use those views to prepare for your one on one meeting.
46:34So probably before jumping into the meeting with your manager to take a look in here, see if there's anything that requires updates.
46:42Probably you forgot to change the stage of one of these opportunities.
46:46And it's really already in a verbal stage.
46:50They already gave you that verbal stage.
46:52So you can look at your numbers on top.
46:55This is not too accurate.
46:58Again, this is not going to well, not not accurate in terms of the time.
47:03Right.
47:04Because every product that you included into each one of these opportunities may not be for the current month, maybe for the future ones.
47:11So this is not giving you an indication of this specific period of time.
47:16Right.
47:17It's just the opportunities that you have in a specific stage and the total net amount value of them.
47:27It's going to show on top in here, but it's not giving you really an indication of revenue per month.
47:33Okay.
47:34So that's, again, one option.
47:37You use that view to be able to see where you are at with your pipeline.
47:44The other option is looking at your reports.
47:47So the best way of accessing some of those relevant reports, it's through your homepage.
47:54So you have access to a dashboard in here.
47:58If you don't want to see it sharing some space with other components from the homepage, you can just click on open.
48:06It will give you a full view of that dashboard in a separate tab or window.
48:11And in here, probably the one that I would suggest for you to look at, and that is very similar to where we're looking in the opportunities tab, it's your pipeline this quarter.
48:25So this component in here that says my pipeline this quarter, it's going to show you how you're doing, but it's going to break the revenue properly.
48:35So when I click here on view report, you will be able to see how your pipeline per month is looking like, but it doesn't mean that a full opportunity is just sitting in July or a full opportunity in August.
48:50If you have an opportunity that has products within the three different months, it's going to split the revenue correctly, depending on the timeframes that we selected for each one of the products.
49:02So here you will notice that there are a couple additional tricks that you can apply into this.
49:09And you probably will cover that into the other training video regarding the reports and dashboards.
49:17But if not, I'll just repeat it in here.
49:20Whenever you click on one of the bars, it's going to filter the information that is shown on the button.
49:26So right now I picked July and in the bottom table, it's only going to show me the opportunities that are into that specific month.
49:35The same will happen if I now click on August.
49:39Now it's going to show me already filter the information only for that month.
49:43And the same goes for September.
49:45If I want to see everything, I can just refresh my page or click outside any of those bars to refresh my report and show me everything.
49:59In this case, you will notice, for example, that the Boston McCormick and Co opportunity for a full campaign is showing multiple times.
50:12So in August, but also in September twice.
50:16And it's because it's related to different products in different months.
50:20So you have part of the revenue for NPR in August, part of the revenue for NPR in September, but also some radio components in here.
50:33Okay.
50:34If you scroll to the right, it's going to show you specifically which amounts are there.
50:40And depending on the on the stage and probability of your opportunity, you will also have that weighted amount.
50:51Now, this is very helpful to having the screen again, but you can also print it or export it.
50:58So you have a couple options in here.
51:01You have the option to export and you can do a formatted report, which is going to bring you exactly what you're seeing in the screen without the charts.
51:13Charts are not getting printed or exported at all in Excel.
51:18And the other option is to get the details only, which is not going to give you the formatting that you see on our report here that it's summarized, but only the raw data behind it.
51:32So I'll show you how one of them look like.
51:35I recommend again that if you are doing this for your one on one, use the reported story, the formatted report.
51:42So I'll click on export.
51:44We'll wait for it to open.
51:49Let me make this in a better size so you can take a look at it.
52:04So if you'll notice here, my opportunities are showing or my report is showing exactly as I saw it on the screen.
52:14So I still have my summaries per the month, per the brand, and then it's showing me the specific opportunity with the amounts.
52:23So I got exactly what I am seeing on the screen.
52:27Now, let me show you how the other report would look like.
52:33So now we'll do an export of the details only.
52:38We are still going to select Excel.
52:42Click on export.
52:44It's going to generate the file and put it down here for me to open.
52:50I open my file.
52:53And if you see, I don't have any summary.
52:56It's only going to give me the raw data.
52:58And then from here, you can do pivot tables or play around with the summaries in Excel too.
53:05But that's the difference between those two options.
53:10So those are two different ways that you can prepare for your meetings with your supervisor to look at your pipeline or to see how you're doing against your goals.
53:23You can use any other component from your dashboard.
53:27So I'll go back here again to the dashboard that is available.
53:32And if you want to show how you're pacing against your goals or look at the pacing for the quarter, you can also use any of these reports.
53:44Good.
53:45So with this, we finished covering the different scenarios.
53:50I hope this was helpful for you.
53:53These are only a few of the examples of the things that may happen to you or that you could face on a day to day basis.
54:00And I hope this gives you a little bit more clarity on how you can use the tool in a successful way.
54:06Thanks.