- [Christopher] The leads data object maintains

- [克里斯托弗]線索數據對象保持

a clean separation from the existing customers,

與現有客戶乾淨地分開。

clients, and partners in your Salesforce organization

你的Salesforce組織中的客戶和合作夥伴

and offers an intuitive way to track prospects.

並提供一個直觀的方式來跟蹤潛在客戶。

Leads within your Salesforce organization will allow you

您的Salesforce組織內的資訊將允許您

to maintain a list of prospects

維護一份潛在客戶名單

for the type of outreach your organization manages.

為你的組織所管理的外聯類型。

Leads are an optional aspect of Salesforce.

資訊是Salesforce的一個可選的方面。

You can use contacts to track people,

你可以使用聯繫人來追蹤人們。

but leads is a step before contacts

但是，在接觸之前的一個步驟，導致了

for folks that aren't already doing business with you.

為那些還沒有和你做生意的人。

The idea is to keep the data

這個想法是為了保持數據

for customers, clients, or partners,

為顧客、客戶或合作伙伴。

separate from those who have not yet converted.

與那些尚未皈依的人分開。

Access to leads is enabled by default

默認情況下，對線索的訪問是啟用的

and can be hidden if you don't want it.

並且如果你不想要的話，可以將其隱藏。

The nice thing about keeping it separate

將其分開的好處是

is that once prospects have become part of an outreach,

是，一旦前景成為外展的一部分。

the leads who have not yet converted can be quickly removed

尚未轉化的線索可以迅速刪除

from the system.

從系統中。

All of your Salesforce data types called objects come

你的所有被稱為對象的Salesforce數據類型都來自於

with standard fields.

有標準字段。

And leads starts with a robust list of fields

並以一個強大的字段列表開始引出

that work well for most teams,

這對大多數團隊來說都很有效。

but you can also add custom fields as well

但你也可以添加自定義字段

if you'd like to add additional data types.

如果你想添加額外的數據類型。

There are some powerful features within leads.

在線索中，有一些強大的功能。

Let's talk about them.

讓我們來談談他們。

Emails can be quickly sent manually

可以快速手動發送電子郵件

or using pre-made templates.

或使用預先製作的模板。

Leads can be followed, tracked,

資訊可以被跟蹤，追蹤。

and shared through social media feeds

並通過社交媒體饋送分享

called Chatter within Salesforce.

在Salesforce中稱為Chatter。

Leads can be followed, tracked, and shared through Chatter,

資訊可以通過Chatter進行跟蹤、追蹤和分享。

which is a social media style feed

這是一個社交媒體風格的飼料

within your Salesforce account.

在你的Salesforce賬戶內。

Leads can also be marked with a status to help visualize

資訊也可以標記為狀態，以幫助可視化

the strength or weakness of that prospect.

該前景的優勢或劣勢。

Leads support notes and connect

引導支持說明和連接

with the prospect's social media profiles.

與潛在客戶的社交媒體資料。

Once a lead has been qualified,

一旦一個線索被確定下來。

it's converted and split into an account and contact pair.

它被轉換並分割成一個賬戶和聯繫人對。

All calls, emails, notes,

所有的電話、電子郵件、筆記。

and other activity data are moved

和其他活動數據被移動

to the account-contact pair upon conversion

帳戶-聯繫人對轉換後

so that nothing is lost in the conversion translation.

以便在轉換翻譯中沒有任何損失。

So let's check it out.

所以讓我們來看看。

We're going to review how to use leads

我們將回顧如何使用線索

in your Salesforce system.

在你的Salesforce系統中。

And we're starting at the Home tab.

我們從 "主頁 "標籤開始。

First of all, you need to be signed in, of course.

首先，你當然需要登錄。

So let's review a few things.

是以，讓我們回顧一下幾件事。

Let's talk about adding, editing, and deleting a lead,

讓我們來談談添加、編輯和刪除一個線索的問題。

very simple stuff.

非常簡單的東西。

You may already know how to do it.

你可能已經知道如何做了。

But if you're new to Salesforce,

但如果你是Salesforce的新手。

let's check it out.

讓我們來看看。

First, we want to go over to the Leads tab,

首先，我們要轉到資訊標籤。

so let's click on that.

所以讓我們點擊這個。

Then from here, click on New.

然後從這裡，點擊新建。

Then we're going to go ahead and enter our lead data.

然後，我們將繼續前進，輸入我們的線索數據。

Salesforce has a convenient status option

Salesforce有一個方便的狀態選項

to help with tracking the leads journey

以幫助追蹤線索旅程

through the Salesforce pipeline.

通過Salesforce管道。

Now, the red asterisks

現在，紅色星號

that are within the form indicate required fields,

處於表格內的表示必填字段。

so you'll have to fill those out.

所以你必須填寫這些內容。

They're not optional.

它們不是可有可無的。

So let's go ahead and do that.

是以，讓我們去做這件事。

When you're done, click Save.

當你完成後，點擊保存。

And here's your new lead.

這是你的新上司。

We can also do other things with our lead

我們還可以用我們的鉛做其他事情

to track important information, details, and files.

以追蹤重要資訊、細節和文件。

Let's go ahead and take a look at it.

讓我們繼續看一看。

Under the Activity tab,

在活動標籤下。

we can log a call by entering notes from the call

我們可以通過輸入電話中的註釋來記錄一個電話

and then clicking Add.

然後點擊添加。

Let me give you an example.

讓我給你舉個例子。

When you're done, you can go ahead and click Save.

當你完成後，你可以繼續前進並點擊保存。

This tab is called the New Task tab.

這個標籤被稱為新任務標籤。

It can be used for many things,

它可以用來做很多事情。

including noting reminders for future calls,

包括記下未來電話的提醒事項。

reminders to send birthday cards,

提醒發送生日賀卡。

or noting any past or future completed task,

或注意到任何過去或未來完成的任務。

anything at all you can use the Task tab for.

你可以使用任務標籤的任何東西。

Here's the New Event tab.

這裡是 "新事件 "標籤。

Here, you can record meetings on your calendar

在這裡，你可以在你的日曆上記錄會議

or other calendar-specific activities.

或其他針對日曆的活動。

Events are cross-reference to your Salesforce calendar.

事件與你的Salesforce日曆交叉參考。

And this last tab is the Email tab.

最後這個標籤是電子郵件標籤。

This is very helpful.

這很有幫助。

It allows you to send emails to this lead prospect.

它允許你向這個潛在的領導者發送電子郵件。

And editing leads is quite simple.

而編輯線索是很簡單的。

All we have to do is click the Edit button

我們所要做的就是點擊編輯按鈕

here on the top right,

這裡是右上方。

and you can make your changes.

你可以進行修改。

And once you're done making the changes,

而一旦你完成了修改。

you can go ahead and click Save.

你可以繼續前進並點擊保存。

The clone option is helpful

克隆選項很有幫助

if we'd like to duplicate this lead.

如果我們想複製這個線索。

All you have to do is click Clone.

你所要做的就是點擊克隆。

And you can make a few changes to the clone,

而且你可以對克隆進行一些修改。

and you can go ahead and save it,

你可以繼續並保存它。

and it becomes a new lead in the system.

併成為系統中的一個新線索。

Now, if you no longer wish to pursue this prospect,

現在，如果你不再希望追求這個前景。

you can click Delete,

你可以點擊刪除。

and it's gone.

而它已經消失了。

We can list our leads using

我們可以用以下方式列出我們的線索

the different list views pulled down right here.

不同的列表視圖在這裡拉下來。

You can see things like Open Leads, New Leads,

你可以看到像公開資訊、新資訊這樣的東西。

your Recently Viewed leads,

你最近查看的線索。

and also Today's Leads.

還有 "今天的資訊"。

Let's go ahead and click Home.

讓我們繼續下去，點擊首頁。

So we're here on the Home tab,

所以我們在這裡的 "主頁 "標籤上。

and if we scroll down a little bit further down the page,

如果我們再往下滾動一下頁面。

we see on the left-hand side,

我們在左手邊看到的。

down at the bottom,

在底部向下。

recent records that have been added to the system.

最近添加到系統中的記錄。

The leads data object maintains a clean separation

引導數據對象保持乾淨的分離

from existing customers, clients, and partners,

來自現有客戶、顧客和合作夥伴。

and offers you a very intuitive way

併為您提供一個非常直觀的方式

to track your prospects in a clean,

來跟蹤你的潛在客戶，在一個乾淨的。

separate manner within your Salesforce account.

在你的Salesforce賬戶內以單獨的方式進行。

(upbeat music)

(歡快的音樂)