Overview

This course is a must for all administrators who need to configure and maintain these features for their organizations. Using real-world scenarios, this course will teach administrators how to set up products, price books, quotes, and orders to streamline their processes. This course will also teach administrators how to configure Collaborative Forecasts to generate accurate forecasts and track quota attainment.
Who should take this course?
Administrators with at least six months of experience using Salesforce; and/or Administrators who have completed the Administration Essentials for New Admins course.
When you complete this course, you will be able to:
  • Set up products, price books, quotes, and orders to streamline their processes
  • Set up collaborative forecasts

Lessons and Topics

Set Up Products, Price Books, Quotes, and Orders

  • Describe the capabilities of products, price books, quotes, and orders
  • Describe the relationships between opportunities, products, price books, quotes, contracts, and orders
  • Create and customize products and price books to track products and the various prices at which they are sold
  • Add products to opportunities
  • Generate quotes showing the proposed prices for products and services
  • Sync quotes to opportunities
  • Add products to orders to track customers’ requests for products and services

Set Up Collaborative Forecasts

  • Describe the capabilities of Collaborative Forecasts.
  • Enable forecasts for users
  • Configure multiple forecast types to forecast based on opportunities, product families, opportunity splits, and custom fields
  • Map opportunity stages to forecast categories.
  • Define forecast managers and enable adjustments.
  • Add quota data for users
  • Build forecast and quota reports
Details Price Qty
December 18, 2020 9a-5p Virtualshow details + $600.00 (USD)  
January 22, 2021 9a-5p Virtualshow details + $600.00 (USD)  
February 19, 2021 9a-5p Virtualshow details + $600.00 (USD)  
March 19, 2021 9a-5p Virtualshow details + $600.00 (USD)  
April 16, 2021 9a-5p Virtualshow details + $600.00 (USD)  
May 21, 2021 9a-5p Virtualshow details + $600.00 (USD)  
June 18, 2021 9a-5p Virtualshow details + $600.00 (USD)  
July 16, 2021 9a-5p Virtualshow details + $600.00 (USD)  
August 20, 2021 9a-5p Virtualshow details + $600.00 (USD)  
September 17, 2021 9a-5p Virtualshow details + $600.00 (USD)  
October 15, 2021 9a-5p Virtualshow details + $600.00 (USD)  
November 19, 2021 9a-5p Virtualshow details + $600.00 (USD)  

  • December 18, 2020 9a-5p Virtual
    December 18, 2020
    9:00 am - 5:00 pm
  • January 22, 2021 9a-5p Virtual
    January 22, 2021
    9:00 am - 5:00 pm
  • February 19, 2021 9a-5p Virtual
    February 19, 2021
    9:00 am - 5:00 pm
  • March 19, 2021 9a-5p Virtual
    March 19, 2021
    9:00 am - 5:00 pm
  • April 16, 2021 9a-5p Virtual
    April 16, 2021
    9:00 am - 5:00 pm
  • May 21, 2021 9a-5p Virtual
    May 21, 2021
    9:00 am - 5:00 pm
  • June 18, 2021 9a-5p Virtual
    June 18, 2021
    9:00 am - 5:00 pm
  • July 16, 2021 9a-5p Virtual
    July 16, 2021
    9:00 am - 5:00 pm
  • August 20, 2021 9a-5p Virtual
    August 20, 2021
    9:00 am - 5:00 pm
  • September 17, 2021 9a-5p Virtual
    September 17, 2021
    9:00 am - 5:00 pm
  • October 15, 2021 9a-5p Virtual
    October 15, 2021
    9:00 am - 5:00 pm
  • November 19, 2021 9a-5p Virtual
    November 19, 2021
    9:00 am - 5:00 pm