Great video! Did you use Flows to get each object to auto create the next stage (example: Once Lead is marked Complete, how did you get it to auto create an Account, Contact, and Opportunity?)
How would you handle the situation where the lead doesn't qualify right now, but you have good reason to believe they will in future? It's not the time to create an opportunity in Salesforce, but nor do I just want to discard them. So, what *do* I do with them?
It's not clear at all, how you decided whether your opportunity is converted or not without sending a quotation? What happens afterwards? From practical point of view this does not suit with a real process at all
This video is underrated. As an absolute beginner, It's the first time I've seen someone go over the basics instead of the confusing salesforce demos.
Very clearly explained and thorough. Thank you man
Thanks mate, very helpful
Great video! Did you use Flows to get each object to auto create the next stage (example: Once Lead is marked Complete, how did you get it to auto create an Account, Contact, and Opportunity?)
How would you handle the situation where the lead doesn't qualify right now, but you have good reason to believe they will in future? It's not the time to create an opportunity in Salesforce, but nor do I just want to discard them. So, what *do* I do with them?
Thank you very much. Extremely helpful!
No worries! 🫡
Brilliant. Thank you so much.
My pleasure sir!
Excellent vid
nicely explained
nice video my man.
It's not clear at all, how you decided whether your opportunity is converted or not without sending a quotation? What happens afterwards? From practical point of view this does not suit with a real process at all
are you Salesforce developer