Map Key SalesforceIQ Terms to Sales Cloud
- Map SalesforceIQ CRM terms to Sales Cloud terms.
- Describe the difference between starting your day in SalesforceIQ CRM and Sales Cloud.
- Identify the Sales Cloud features that jumpstart your day.
Coffee and morning pie in hand, Patsy starts her path to Sales Cloud success. First, she wants to make sure she understands just how all of her favorite features and actions from SalesforceIQ CRM work in Sales Cloud.
|Salesforce IQ||Sales Cloud|
|Opportunity List||Opportunity Object|
|Leads List||Leads Object|
|Account Properties||Account Object|
|Contact Properties||Contact Object|
When Patsy logs into her Sales Cloud account, she scans for tasks, events or new activity on her top accounts that need attention. Just by selecting an opportunity like Millennium Grocery, she sees their sales stage, account details, progress, and contact history with her sales team.
Since Patsy enabled Einstein Activity Capture, her team's client emails and meetings have automatically been pulled into Sales Cloud, just like in SalesforceIQ CRM. From an account or opportunity page, she can also make quick inline edits, use Chatter to collaborate with teammates, and see where the opportunity is headed next.
She sets a Task to follow up with them over email and checks her dashboards to see how sweet their progress is this month. In two weeks time, she gets a helpful nudge from Sales Cloud to follow up on Millennium Grocery; a simple, foolproof way to ensure new business doesn't fall through the cracks.