Chapter 3 of 8 · Salesforce Platform Administrator
Sales and Marketing Applications
Leads, opportunities and path, sales productivity, lead automation, campaigns.
- 2topics
- 6 minfast track
- 1diagrams and exhibits
- 10%of the exam
Topics in this chapter
Take them in order, or jump to the one you need.
- 1Sales Process and Sales Productivity FeaturesSalesforce sales: leads, opportunities, stages and Path, sales processes, forecasting, territory management, and Einstein lead…3 min
- 2Lead Automation and Campaign ManagementSalesforce leads and campaigns: lead conversion, lead assignment rules, web-to-lead, campaigns, campaign members, statuses and…Diagram3 min
About this chapter
What this chapter covers
Sales and Marketing Applications is 10% of the Salesforce Certified Platform Administrator exam. It covers the sales process from lead to opportunity, sales productivity features such as forecasting and scoring, and lead automation and campaign management.
Questions are mostly scenarios: a company has a requirement, and you choose the declarative feature or setting that meets it. Writing code is never the expected answer on this exam.
How the topics fit together
Marketing creates leads through campaigns, assignment rules route them, reps convert qualified leads, and opportunities move through stages guided by path and counted in forecasts.
Lead conversion creates or links an account and contact and can create an opportunity. Know which records conversion creates and which choices the rep has.
How to use these pages
Each topic page has the same shape, so you can skim for what you need.
- What it is: the idea in plain words.
- How it works: the mechanism, with tables and examples.
- What to remember for the exam: the facts to memorise and how questions are phrased.
- Common mistakes: the classic traps.
- Check yourself: three questions to test your understanding.
Ready for more practice?
The full Salesforce Platform Administrator question bank has 650 questions, with timed practice exams and an explanation for every answer.
This study guide is independent and is not affiliated with, endorsed by, or sponsored by Salesforce. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.