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
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