Life Cycle of Sales Cloud in Salesforce ?

Dear Team ,

Thank you for your kind support !!!

Please let me know life cycle of Sales cloud . Please explain it object wise means in which table first data will get inserted (Leads,Oppurtunity,Account,Contact) , explain this process step by step .

If we mark status in Lead as Closed-Won do this data automatically goes to other standard objects ?

Please clarify my doubt.

Thanks & Regards
Sachin Bhalerao

November 25, 2019
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Best Answer chosen by Sachin Bhalerao 17

Devi Chandrika (Salesforce Developers)
Hi Sachin,
In the process of sales order is leads,account,contact,opportunity.
Leads are your prospects who’ve expressed interest in your product, but you haven’t yet qualified to buy.
Accounts are companies, entities, or organizations you do business with
Contacts are the people who work for (or are associated with) these companies(accounts).
Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales.
We need to click on convert button to convert lead to account, contact,opportunity

Please refer below links which might help you in this.
https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_tour/lex_salesforce_tour_sales
https://sfdcbeginner.com/sales-objects-data-model-of-salesforce.html

Hope this helps you
If this helps kindly mark it as solved so that it may help others in future.

Thanks and Regards

November 25, 2019
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