Salesforce 'How To' Videos - iT1

Step 1: How to Add Incentive or Gift Card Offer to an Opportunity

Responsive Fixed

00:00: This guide will walk you through the process of adding I T 1 Gift Card Offers to the Account Opportunity in Salesforce. Follow these steps to add the incentive for the gift card process. 00:12: Make sure you are in the Opportunity 00:15: Click on the "Details Tabs" option. 00:19: Navigate to the "Incentive Tracking" section. 00:22: Click on the drop-down arrow to choose the appropriate Partner or service. 00:27: For example, "Apple" 00:30: Then select the specific offer in the next field. For example, $200 Amazon Gift Card I T 1. 00:38: Click on the "Save" button at the bottom. 00:41: Our next video will cover what field to fill in after your call is completed. Thank you!

Step 2: After the Call is Completed

00:00: This guide will walk you through the process of filling in the "Completed Call" field in Salesforce. Follow the steps below to accurately track call completion and incentives. 00:11: Open the Contact record. 00:14: Navigate to the Related tab. 00:17: Select the appropriate Opportunity. In this example, it's Moody Church CSP. 00:24: Your next screen should be the Opportunity record. 00:28: Enter Edit mode. 00:31: Scroll down to the Incentive Tracking section. 00:35: Find the "Call Completed On:" field. 00:38: Click on the calendar icon on the right. 00:41: Choose the date that the call occurred. 00:44: Save the changes. 00:47: By following these steps, Marketing will be notified of when to send out the gift card.

CrowdStrike Outage Update

We’re actively working with impacted customers to implement immediate solutions.

For assistance, contact your iT1 account manager or fill in the form and our IT support team will reach out to you shortly.

We use cookies to ensure you get the best experience on our website. Learn more about our Privacy Policies .