Lesson 3: Conversion, Accounts, Contacts, Opportunities, Campaigns, and Integration
Lesson Overview
This lesson develops practical skills in conversion, accounts, contacts, opportunities, campaigns, and integration for Salesforce CRM Lead Management Training.
Topics Covered
Lead conversion mapping, duplicate handling, account matching, contact creation, and opportunities
Qualification frameworks, conversion criteria, handoff, opportunity stages, and ownership
Campaign membership, influence, attribution, responses, and marketing alignment
Marketing automation, enrichment, telephony, web, data providers, and integration concepts
Flows, validation, approvals, alerts, and automation
Conversion and integration testing
Practical Activity
Configure or analyze a scenario involving lead conversion mapping, duplicate handling, account matching, contact creation, and opportunities.
Build and validate an exercise covering qualification frameworks, conversion criteria, handoff, opportunity stages, and ownership and campaign membership, influence, attribution, responses, and marketing alignment.
Use tests, logs, reports, or documentation to verify conversion and integration testing.
Key Takeaways
Explain lead conversion mapping, duplicate handling, account matching, contact creation, and opportunities in the context of Salesforce CRM Lead Management Training.
Apply practical methods for qualification frameworks, conversion criteria, handoff, opportunity stages, and ownership and campaign membership, influence, attribution, responses, and marketing alignment.
Test, document, and troubleshoot conversion and integration testing.
