Topic 23
Storyboard Text
- Slide: 1
- Good morning, Tina. Today, I want to introduce you to the E2E flows in Salesforce, which are crucial for managing our customer journey and sales processes.
- Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
- Good morning! That sounds interesting. How do these E2E flows 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 Campaign to Lead flow helps us capture potential customers from our marketing efforts, the Lead to Opportunity flow allows us to convert qualified leads into potential revenue-generating deals, and the Lead to Direct Consumer flow ensures a seamless transition from leads to actual customers. Together, they allow us to track interactions, forecast revenue, and improve our sales strategies.
- Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
- That sounds very efficient. Are there any best practices we should follow when managing these flows?
- 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 them.
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