Cloud
Sales Cloud
16 capabilities in 3 areas, from 807 tasks. Open one to see what you get and how MeshMesh does it.
807 tasksMap
Sales Cloud capabilities by area
Other Sales Cloud workLoyalty ManagementPipeline ForecastingEnablementQuery Sales Cloud Records60 tasksConfigure Opportunity Records54 tasksConfigure Salesforce Maps34 tasksConfigure Sales Engagement Cadences32 tasksConfigure Einstein Conversation Insights31 tasksConfigure Enterprise Territory Management28 tasksConfigure Account Plans24 tasksBuild Loyalty Programs213 tasksAnalyze Sales Pipeline48 tasksConfigure Collaborative Forecasting42 tasksConfigure Pipeline Inspection38 tasksBuild Salesforce Enablement Programs31 tasks
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Sales Cloud
Loyalty Management
- Build Loyalty ProgramsStand up a working Loyalty Management program in an org: the program, its currencies and tiers, the processes and rules that accrue points, and the enrollment and journal flow behind it. This includes portals and demo builds that sit around a program.213 tasks
- Build Loyalty PromotionsA user gets working loyalty promotions in Loyalty Management, such as retention promotions, tier-based multiplier promotions and engagement trails, along with the decision tables and process rules behind them.16 tasks
- Configure Referral MarketingSet up Referral Marketing in an org: the permissions, referral records and promotions a referral program needs.5 tasks
Sales Cloud
Pipeline Forecasting
- Analyze Sales PipelineAsk questions about the opportunity pipeline and get answers on deal health, win and loss rates, rep performance and stuck deals, drawn from the org's own data. This page belongs to Pipeline Forecasting: area-level work in the Sales Cloud overview.48 tasks
- Configure Collaborative ForecastingSet up forecast types, forecast data and reporting so a sales team can see and roll up its forecast in Sales Cloud.42 tasks
- Configure Pipeline InspectionGet Pipeline Inspection views, metrics and insights showing useful data. Most of this work prepares demo orgs so pipeline, activity and Agentforce pipeline management features look real.38 tasks
Sales Cloud
Other Sales Cloud work
- Query Sales Cloud RecordsLook up and review accounts, leads, campaigns, opportunities and activities in a Sales Cloud org and get back an answer, a list or a finding. Users often attach small follow-on changes to the same request.60 tasks
- Configure Opportunity RecordsGet opportunity records set up the way a team or a demo needs: stages, products, amounts, activities and guidance fields updated, with the related account and contact data brought in line.54 tasks
- Configure Salesforce MapsGet Salesforce Maps working for field teams: accounts plotted, marker layers visible, routes and schedules usable, and the Maps component placed where reps work.34 tasks
- Configure Sales Engagement CadencesBuild and activate outreach cadences for leads, with email, call and social steps. The work also covers the templates, reports and dashboards the cadences depend on, and finding out why cadence steps fail.32 tasks
- Configure Einstein Conversation InsightsTurn on and fix Einstein Conversation Insights so a team gets working call recordings, transcripts, keyword signals and the Lightning page components that show them.31 tasks
- Configure Enterprise Territory ManagementStand up territory models for a sales team: build the hierarchy, assign users to territories, and prepare sales planning and territory alignment, or produce the planning documents for that build.28 tasks
- Configure Account PlansGet account plans working for a set of accounts: plans with objectives and measures, a record page that shows them, relationship maps, and the reports around them.24 tasks
- Configure Einstein Sales ScoringThis capability gets a sales team working with Einstein Lead Scoring and Einstein Opportunity Scoring, along with related Einstein sales features. It covers turning the features on, granting access, and sometimes setting scores on specific records for a demo.14 tasks
- Configure Einstein Activity CaptureTurn on activity capture and email tracking so emails and calendar events from Gmail or Outlook show up as engagement data in Sales Cloud. So far, the work here mixes org setup with research and questions.13 tasks