Organizing Lead Data Using Salesforce » Week 2 » Lead Management In Salesforce

Q: Why might a sales team want to organize their lead data in Salesforce?

Answers will vary, but essentially, keeping your data organized in Salesforce helps you maintain all your data in one place and collaborate with others who might want access to that same data.

Q: Which of the following are tools that help you keep your data clean and organized in Salesforce?

Yes! All of these tools in Salesforce help you keep data neat and organized!

Q: What is a list view in Salesforce?

Yes! List views allow you to see the slice of data that you are interested in, and offer different ways to view that data.

Q: Fill in the blank: A _____ is a tool in Salesforce that allows you to pare down your data to only show what you want.

Yes! Filters allow you to focus on just the data that is relevant to you.

Q: Which of the following are ways you can organize data in Salesforce? Select all that apply.

Yes! Adjusting column sizes in Salesforce can help you display your list in an organized way.

Q: Let's say a member of a sales team only wants to display leads in their list whose lead status is open, so they decide to create a filter. When adding this filter, what should the Field, Operator, and Value be in order to show this list view? Select the most appropriate answer to fill in the blue boxes in the following image of Salesforce's filter feature. <img src="/wp-content/uploads/2022/09/ebafb654-0e92-4175-a8b5-a5200270d204image1.png ">

Yes! This is the only filter in the list that would allow you to down to only leads with a status of “Open - Not Contacted” for the “Lead Status” field.