Sales & Marketing Applications – (12%)

အကုန်လုံးလက်တွေ့လိုက်မလုပ်လဲရလောက်ပါတယ်။ Reports, Lead convertလုပ်တဲ့ setting တွေတော့လက်တွေ့နဲနဲလိုက်စမ်းသင့်။

1. Sales Process

• Sales Process: Controls available Opportunity Stages
• Opportunity: Tracks potential revenue, stages, products, quotes
• Path: Visual guide on Opportunities/Leads; highlights key fields & guidance.

2. Sales Productivity Features

• Dashboards & Reports: Dashboard and Report ၁ခုလောက်စီ create ပီးမေးခွန်းဟောင်းတေလိုက်ဖြေကြည့်ပီး လက်တွေ့လိုက်စမ်းကြည့်ပါ.
• Lead Scoring: Prioritize leads (Einstein Lead Scoring if enabled).
• Einstein Opportunity Scoring: AI prediction of opportunity win.

3. Lead & Campaign Management

• Leads: Potential customers; can be converted to Account + Contact + Opportunity.
• Lead Convert: Single click ➞ creates related records.
• Lead Assignment Rules: Auto-assign to sales reps based on criteria..
• Campaigns: Marketing programs (email, events, ads).
• Campaign Members: Leads or Contacts linked to campaigns to track responses.

Exam Tip

• Understand lead conversion flow (what records get created)
• Be familiar with Einstein features Einstein Lead Scoring, Einstein Opportunity Scoringဆိုပီးဝယ်သုံးလို့ရတဲ့ feature တွေရှိတယ်ထင်တယ်။ မေးခွန်းဟောင်းထဲမှာ အဖြေကိုကြည့်ပီးဘာလဲဆိုတာနားလည်ရင်ရပါပီ။
• Remember Campaigns measure profit and use Campaign Members to track responses