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Superbadge

Sales Accounts Superbadge Unit

Demonstrate your ability to create a 360-degree view of customers.

~ 1 時間

Sales Accounts Superbadge Unit

この Superbadge を獲得するための実習内容

  1. Create and update accounts and contacts.
  2. Create new person accounts with record type.
  3. Review leads and determine the probability of a lead becoming an opportunity.
  4. Create tasks.

この Superbadge でテストされる概念

  • Business Accounts
  • Person Accounts
  • Contacts
  • Leads

Prework and Notes

Sign Up for a Developer Edition Org with Special Configuration

To complete this superbadge unit, you need a special Developer Edition org that contains special configuration and sample data. Note that this Developer Edition org is designed to work with the challenges in this superbadge unit.

  1. Sign up for a free Developer Edition org with special configuration.

  2. Fill out the form. For Email address, enter an active email address.

  3. After you fill out the form, click Sign me up.
  4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.

  5. Complete your registration by setting your password and challenge question. Tip: Write down your username, password, and login URL for easy access later.

  6. You are logged in to your superbadge Developer Edition org.

Now, connect your new Developer Edition org to Trailhead.

  1. Make sure you’re logged in to your Trailhead account.

  2. In the Challenge section at the bottom of this page, select Connect Org from the picklist.

  3. On the login screen, enter the username and password for the Developer Edition org you just set up.

  4. On the Allow Access? page, click Allow.

  5. On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Challenge page and ready to use your new Developer Edition org to earn this superbadge.

  6. Now that you have a Salesforce org with special configuration for this superbadge unit, you’re good to go.


Note

Note

Important: The content in this superbadge unit features end user content. Do not attempt to complete requirements using system setup features.

Before you begin the challenges, review Sales Customer Relationship Management Specialist Superbadge: Trailhead Challenge Help.

When creating records, it’s always best practice to include key information, such as address, phone, email, and title, for every account record. We won’t check for exactly this information in every challenge. Be sure to populate the fields indicated in the requirements.

This superbadge unit is part of the Sales Customer Relationship Management Specialist Superbadge. Complete the capstone assessment and related superbadge units to receive the Sales Customer Relationship Management Specialist Superbadge.

If you’ve completed any of the superbadge units in the Sales Customer Relationship Management Specialist Superbadge, you can use the same Developer Edition org to complete the challenges in this superbadge unit. If not, make sure you’re using a new Developer Edition org from this sign-up link. If you use an org that’s been used for other work, you won’t pass the challenges in this superbadge unit.

When setting up the solution to allow your team to collaborate on accounts while you are out of office, note that screen reader users may find it necessary to click Edit buttons multiple times in order to make the picklist options appear. Use the date picker to select your time out of office rather than typing in dates, which may result in an error.

Review Superbadge Challenge Help for information about the Salesforce Certification Program and Superbadge Code of Conduct.

Use Case

The engineers at Ursa Major Solar (UMS) developed an incredible advancement: making space solar power a reality. When Sita Nagappan-Alavarez and her husband Roberto founded UMS in 1996, solar space power was only a topic of science fiction stories. With a corporate vision committed to renewable energy in new forms, UMS's advancement in this area has created incredible demand for its first-generation products. The sales leadership team is reviewing the amount and quality of data in their Sales Cloud instance. They note that some of the sales team kept customer information in different places over time: in various spreadsheets, paper lists, and even sticky notes. As a new member of the sales team, you’re committed to centralizing all customer data in Salesforce.

Your onboarding buddy Marie-Grace has been a great resource in getting to know the system and learning how correct data supports AI-powered, personalized sales journeys. You’re feeling confident working with accounts, contacts, and leads as you enter your first sales meeting without Marie-Grace.

Business Requirements

Work with Accounts

The first item on the meeting agenda: account reallocation. The first record up for review is Edge Communications. Updated information about Edge needs to be reflected on the account record. First, make sure the new CEO Ahmed Kazem is related to the account with the title of CEO. Next, create a relationship for Ahmed to the Edge account as Executive Sponsor as well as Decision Maker.

Here's additional information for Ahmed Kazem, but we are not checking for it.

Phone 512-555-0166
Email ahmedkazem@example.org
Lead Source Web
Address 312 Constitution Place, Austin, TX 78767 USA

Next up: updating the company’s different subsidiaries. Ironically, Edge Communications recently acquired a technology manufacturing company called Edgeless Technologies. Create a new record for Edgeless Technologies as a privately owned manufacturing company. Make sure the new record reflects the relationship between the two companies. Relate Ahmed to the Edgeless Technologies account as an Influencer.

Here's additional information for Edgeless Technologies, but we are not checking for it.

Employees 1890
Phone 509-555-0166
Website www.edglesstech.com
Number of locations 3
Address 2769 Simpson Street, Moline, IL 61265 USA

The next account up for review is Grand Hotels & Resorts Ltd. A new sales team will be managing all of the hospitality accounts. Reassign ownership of the Grand Hotels account to Caroline Abrams, transferring all of your open cases for Grand Hotels as well.

After reviewing several other accounts, the sales meeting shifts to end-of-quarter planning—and your upcoming time out of office. As the owner of accounts, you want to make sure your team is able to collaborate on accounts while you’re away. Associate Caroline Abrams to the Burlington Textiles Corp of America account record as a Sales Manager, and then grant her Read/Write on Opportunity and Account, and Read Only on Case so that she can continue supporting opportunities while you’re out.

Finally, update your Profile page so that your profile reflects your upcoming time out of office, (You can use any dates in the future you’d like; we won’t check for specific dates.) Send a Chatter post to the existing Sales Group to inform them about your upcoming holidays and at-mention your manager, Justin Lane.

Work with Contacts

Word is out about space solar! GenePoint’s leadership team is impressed with the idea of replacing standby generators with abundant solar power. On today’s call with GenePoint, someone unexpected from its advisory board joined the call. This new account influencer is Dr. Jennifer MacNeil, who is the CEO of a biotechnology company called Eastpoint Industries.

Here's additional information for Eastpoint Industries, but we are not checking for it.

Phone 423-555-0136
Website www.eastpointindustries.com
Ownership Private
Employees 5312
Address 2035 Thompson Street, Anaheim, CA 92801 USA

Make sure information about Jennifer and her relationship to GenePoint is reflected in the system. Here's additional information for Jennifer, but we are not checking for it.

Lead Source Phone Inquiry
Email jennifermacneil@example.org
Address 1538 Ethels Lane, Tampa, FL 33602 USA

Next, you’re following up on a former customer who has changed organizations. Avi Green, formerly with United Oil & Gas Corp., has a new role as CFO of Turnpoint Energy. Avi was a key player in many deals with United, so his association with that account should remain. Make sure you follow UMS best practices by marking the existing record as Inactive, then quickly create a new record for Avi from the existing record to maintain information about him from his time with United. Make sure that he will receive your marketing team’s email outreach. You can make additional adjustments to the new contact record, but we won't check for those.

Here's additional information for Turnpoint Energy, but we are not checking for it.

Rating Warm
Phone 313-231-5145
Website www.turnpointenergy.com
Ownership Public
Account Type Prospect
Address 1749 Canis Heights Drive, Los Angeles, CA 90017 USA

Find the opportunity Cloud Kicks - Solar Generators 3M, and update its related contact Candace Evans's title to Director. As you review the Duplicate Contacts report, you notice that there are two contacts with the same phone number for Candace. Select the contact record that doesn't include Candace's title to review the information. Merge Candace's two contact records, making sure that key information including her title, lead source, email opt-in, and level are all retained in the merged contact.

Work with Person Accounts

After an energy symposium, you have several new connections to add to the system. Enter the new connections into Salesforce using the proper account type.

Note: For the purpose of this challenge, all you need to enter are names, but you can add additional details for the records you create if you'd like. If you create the account with the wrong record type, delete the incorrect record and start over.

  • Alan Johnson is the VP of Sustainability located in Paris, France and is interested in a major solar conversion for Get Cloudy Consulting.
  • Ralph Vasquez is the president of Northern Trail Outfitters in Luxembourg is extending its sustainability initiatives globally.
  • Michelle Smith is looking for her private property to be solar powered. She lives in Boston, Massachusetts, and is a program coordinator at Health Partners.
  • Adria Darby works from her mountain home in a remote area near Brevard, North Carolina. Adria is personally committed to her properties being fully powered by solar within 5 years.

Work with Leads

UMS has previously worked with Jackson Controls. You notice that Jeff Glimpse is not directly associated to Jackson Controls. Run the automation that allows you to directly relate Jeff to the Jackson Controls account. Although there’s not an opportunity at this time, you’re confident there will be soon.

Next up: Reviewing potential future opportunities. The sales team recently implemented a new lead scoring process that uses stars to indicate a lead’s probability of becoming an opportunity. The star rating is influenced by the record's lead source, address, and industry. Each field should have a value for the top rating to apply. Further, lead records with high need and the shortest timeframe will also have a top rating.

Review leads and lead ratings so they reflect the updated information you know about each one. Adjust each of the following records to reflect the proper lead rating.

  • Kristen Akin: Four stars based on her high need and immediate timing
  • Kimio Okano: Two stars based on her Agriculture industry
  • Victor Rocha: Four stars based on a change to his need decreasing to low

Later you get a call from Violet Maccleod, with Emerson Transport discussing their interest in solar. Find Violet's record and associate her directly to an opportunity with a name Initial Solar Purchase 5M.

  • Close Date: Any date you choose
  • Stage: Prospecting
  • Amount: 5000000

Next, review Betty Bair’s record. Create a task reminding you to follow up with Betty. Include the following information.

  • Subject: Call - Follow Up
  • Priority: High
  • Status: Any value you choose

Review all open leads. If any leads have a rating of zero stars, reassign them to the marketing team for additional follow-up.

Finally, review information for a high-profile individual’s estate power needs. Kiera Camron is building a tropical oasis on her personal island with no power infrastructure. Using the information already in the system, create a record and related opportunity Kiera Camron - Power Generators that will support your work directly with Ms. Camron.

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~ 1 時間