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Topic 19
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  • Slide: 1
  • Good morning, Tina. Today, I want to introduce you to the Salesforce Lead Object, which is crucial for managing potential customers and prospects.
  • Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
  • Good morning! That sounds interesting. How does the Lead object help us in our sales process?
  • Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.
  • Slide: 2
  • The Lead object helps us capture and manage initial interactions with prospects by storing essential information such as contact details, company information, and lead sources. This allows us to systematically nurture these leads and convert them into sales opportunities.
  • Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
  • That's very efficient. Are there any best practices we should follow when managing leads?
  • Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.
  • Absolutely. Let's talk more about this.
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