Salesforce Scenario Playbook

1. Log in to Salesforce → click Tasks in the top bar.
2. Click the ▾ next to the list name → choose Open Tasks. (Our org's views: Open Tasks, Today's Tasks, Overdue Tasks, Recently Completed Tasks.)
3. Type your name in the Search this list... box — now you see only your tasks.
4. Red dates are late. Handle every red one first: done in real life → Scenario 5. Still pending → move its Due Date to today or tomorrow. Dead → comment why, then Mark Complete.
5. Read today's tasks top to bottom. That is your day plan.

1. Click Leads — the new lead shows status New.
2. Open it. Check the Activities panel (right side) first. Empty — it's free, you can take it. Someone's signed tasks — it's theirs (Scenario 18).
3. Taking it? Create the first task right in the Activities panel so it links automatically:

Subject:   NAMRATA | Call – Sunrise Public School – first contact
Due Date:  today
Comments:  New lead from website. 800 students (from form).

1. Open the school's lead or opportunity page.
2. Read the Activity timeline on the right: who called last, what was promised, which stage the deal is in.
3. If the last signed activity belongs to another rep — it's their school. Don't call; ask them instead.
4. Read the last OUTCOME and NEXT STEP comment, and start your call from there (“You had asked about WhatsApp integration…”), not from zero.

Best way: open the school's page → Activities panel → New Task (it links automatically). Otherwise: Tasks tab → New Task. Fill it in like this:

1. Open the task → pencil icon next to Comments → write four lines:

REP: Namrata
TALKED TO: Mr. Rajesh Sharma (Principal)
OUTCOME:  Interested in fee module. Wants demo next week. Asked about WhatsApp integration.
NEXT STEP: Demo on Tuesday 15/07, 11 am, online.

2. Click Save, then Mark Complete.
3. Immediately create the next task (Scenario 4): “NAMRATA | Demo – Sunrise Public School – fee module, online”, due 15/07.
4. Did the deal move forward? Update the stage as well (Scenarios 9–12).

1. Open the task → Comments:

REP: Namrata
TALKED TO: — (no answer, 2 attempts, 11:30 am and 4 pm)
OUTCOME:  Phone not picked. WhatsApp sent asking for a good time.
NEXT STEP: Try again tomorrow morning.

2. Do not Mark Complete. Instead: pencil next to Due Date → change to tomorrow → Save.

1. Tasks → Today's Tasks → search your name.
2. Anything still Open that you actually did? Scenario 5 treatment — comment and complete.
3. Anything you couldn't do? Move its date honestly (tomorrow, not “someday”).
4. Quick check: does every school you touched today have a next signed task? If not, create it now.

1. On the lead: log the call (Scenario 5 comment style), status path → Contacted → Mark Status as Complete.
2. Click Convert. Salesforce creates an Account (the school), a Contact (the person) and an Opportunity (the deal).
3. Open the new opportunity and set:

Stage:       Demo Scheduled   (or Initial Connect if the demo isn't fixed yet)
Amount:      2,40,000         (yearly value — never leave 0)
Close Date:  30/09/2026       (honest estimate)
Description: REP: Namrata (since 12/07/2026)

4. Demo already fixed? Put it on the calendar as an Event — Scenario 22.

1. Open the opportunity → path → click Demo Scheduled → Mark Stage as Complete.
2. Log the demo as an Event (not a task) with the real date and time — Scenario 22. It lands on the team's Google Calendar automatically.

1. Open the demo event (or task) → write the outcome in its description or comment:

REP: Namrata
TALKED TO: Principal + accountant (40 min, online)
OUTCOME:  Demo went well. They want a quote for 800 students incl. WhatsApp module.
NEXT STEP: Send proposal by tomorrow evening.

2. If it was a task: Mark Complete.
3. Opportunity path → Demo Completed → Mark Stage as Complete.
4. Create the task: “NAMRATA | Proposal – Sunrise Public School – quote 800 students”, due tomorrow.

1. Open the proposal task → comment, with the numbers:

REP: Namrata
OUTCOME:  Quote emailed: ₹2.4L/yr, 800 students, fee + WhatsApp modules. CC'd manager.
NEXT STEP: Follow up Monday for feedback.

2. Mark Complete → stage → Quotation → Mark Stage as Complete.
3. Update Amount on the opportunity if the quote changed it.
4. Create the task: “NAMRATA | Follow-up – Sunrise Public School – proposal feedback”, due in 2–3 days.

1. Log the winning call (Scenario 5) → Mark Complete.
2. Stage → School Onboarded → Mark Stage as Complete. This is what “deal closed” means in stand-up.
3. Check that Amount and Close Date hold the final real numbers.
4. Create the task: “NAMRATA | Payment – Sunrise Public School – collect advance + agreement”, due this week.
5. Say it loudly in tomorrow's stand-up.

1. The deal stays in Quotation — don't touch the stage.
2. Keep one follow-up task alive. Each attempt: add a line to its comments (“3rd attempt 16/07 — no answer, WhatsApp sent”) and move the due date forward. The comment history becomes proof of your effort.
3. After 3–4 failed attempts: raise it in stand-up as a blocker — “waiting for customer response”. The manager decides: keep chasing or close it.

1. Stage → Closed → Mark Stage as Complete.
2. Fill Loss Reason honestly: too costly / chose competitor / no budget / went silent.
3. Final comment on the opportunity: “REP: Namrata. Lost to [X] because [Y]. Reconnect possible in [month].”
4. Close any open tasks on it (with a comment saying why). Then move on — no zombie deals.

1. On the lead: status path → Junk → Mark Status as Complete.
2. One-line comment: “REP: Harsh. Wrong number — it's a shop.” Ten seconds that save the next person an hour.

1. Yours? Edit → add “YOURNAME | ” at the front, plus the school and purpose.
2. Not yours or unknown? Raise it in stand-up: whose is this? Every task gets an owner, or gets closed.

Fifteen minutes, three questions per task, no mercy:

1. Did it actually happen? Write the real outcome in comments → Mark Complete.
2. Still needs doing? Move the due date to a real day this week.
3. Dead? Comment why (“school closed the topic”) → Mark Complete.

1. The rep with the earlier signed activity owns the school. The other stops immediately.
2. Not sure, or both old? Decide in stand-up in thirty seconds; the hand-over is written as a comment.
3. Prevention is Scenario 3: always read the timeline before dialing.

1. Dashboards → Sales Dashboard → Refresh. A two-week-old dashboard lies.
2. Open the three stand-up reports (Scenario 21) in three tabs.
3. Go person by person — each rep's name-block is visible in every report, because signed subjects sort alphabetically.
4. Closing rule: every rep's “next committed outcome” must exist as a signed task before the meeting ends. Not a task — not a commitment.

1. Reports → New Report → search “Tasks” → choose Tasks and Events → Start Report.
2. Filters: Show Me = All Activities; Date = Completed Date – Yesterday; add Status equals Completed.
3. Columns: Subject, Related To, Comments. Sort by Subject — the name signatures group each rep's work automatically.
4. Save & Run → name it “Stand-up 1 — Completed Yesterday” → save in Public Reports.
5. Repeat twice with different filters:

To isolate one person, add the filter “Subject contains NAMRATA” — or simply use the search box on any task list view.

1. Open the school's opportunity (or lead) → Activity panel on the right.
2. Click the calendar icon (New Event) — next to the email, call and task icons.
3. Fill it in — signed, like everything else:

Subject:     NAMRATA | Demo – Sunrise Public School – fee module
Start:       15/07/2026, 11:00 am
End:         15/07/2026, 11:45 am
Description: Principal + accountant attending. Google Meet link: [paste].
             REP: Namrata

4. Save. Within a few minutes the event appears in the team's Google Calendar — visible on every rep's phone that subscribes to it.
5. Time changed? Move it in either place — Salesforce or Google Calendar — and the other side updates automatically.
6. After the demo, continue with Scenario 10 (stage → Demo Completed, outcome in the event's description).