Professional Documents
Culture Documents
Campaign - This object will store about the Campaign conduct on the new product with
budget/expected revenue etc
Lead - Campaign output - Sales rep got Customers details. Who are interested in our company
product. Customer will be individual or company
Sales Cloud
Contact - POC/contact details of the customers (Individual or sales rep of the particular customer.)
Product - It will store our product details - Subscription (Hotstar/Internet service package etc) and
non - Subscription (Phone/laptop/Modem etc)
Quote - our company sale rep contact Customer and based on customer requirement - sale team will
generate quotation to the user. CPQ module replace the old quote process in CRM
Case - It’s like complaint either toll free number / customer case/email etc
Work order - check the Service resource suitable for this service
Service appointment - Book appointment with client and fix the service
Timesheet - Time spent for the service. Based on the timesheet - FSE engineer workload will be
calculated
resource absence - resource absence details will be stored (Leave/OOO/Vacation leave etc)