Summary  
This chapter demonstrates how to extend a data model by creating custom fields and picklist values and how to use bulk operations to preserve data integrity during record import.  

General domain of usage  
Customer relationship management systems (CRM)

In this chapter, we'll revisit our lead import process to ensure no valuable data gets left behind. 


By incorporating custom fields and flexible picklists, you can maximize data completeness, ensuring Salesforce serves as a comprehensive, actionable resource for EcoMarket Deliveries.

If your imported data has a field called "Date Appointed" that Salesforce doesn't recognize, what can you do to store this data effectively?

Dies ist ein Einführungskurs für Anfänger, die bisher noch kein CRM verwendet haben, Salesforce jedoch als zentralen Bestandteil ihrer Arbeit nutzen müssen. Zu den Zielgruppen gehören Business-Analysten, Marketer, PR-Fachleute, Content Writer und alle, die in unterschiedlichen Funktionen mit Salesforce arbeiten können (ein Marketer könnte sich auf die Qualifizierung von Leads konzentrieren, ein anderer auf den Abschluss von Opportunities, ein weiterer auf die Verwaltung des E-Mail-Zeitplans). Immer mehr dieser Berufe erfordern Kenntnisse in Salesforce (oder anderen CRMs), was eine Hürde bei der Einstellung darstellt.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

What is the primary function of the Sales tab in Salesforce?

Which of the following best describes an "Opportunity" in Salesforce?

Why might EcoMarket Deliveries want to create custom fields in Salesforce?

In Salesforce, how can customer segmentation benefit EcoMarket Deliveries' marketing strategy?

When importing lead data, what should you do if a spreadsheet field name does not match Salesforce's expected field name?

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

Custom Fields and Data Integrity in Salesforce

Awesome!

Custom Fields and Data Integrity in Salesforce