Overview
This course is a must for all Salesforce Administrators who are looking to learn how to configure and maintain these features for their organizations in Lightning Experience. 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 6 months of experience using Salesforce; and/or administrators who have completed the Administration Essentials for New Admins (ADX201) course.
- Administrators
- Business Users
- Sales Cloud Consultants
When you complete this course, you will be able to:
- 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
- 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
Lessons and Topics
Lesson 1: Set Up Products, Price Books, Quotes, and Orders
- Creating and Customizing Products and Creating Standard Price Books
- Creating and Customizing Custom Price Books
- Adding Products to Opportunities
- Controlling Access to Products and Price Books
- Creating Quotes
- Creating Orders
- Integrating Salesforce with Other Systems
Lesson 2:Â Set Up Collaborative Forecasts
- Enabling Forecasts for Users
- Forecasting by Opportunities
- Mapping Opportunity Stages to Forecast Categories
- Defining Forecast Managers and Enabling Adjustments
- Adding Quota Data
- Forecasting by Product Family
- Forecasting by Opportunity Splits and Custom Fields
- Building Reports
- October 1, 2021 9a - 5p Virtual
October 1, 2021
9:00 am - 5:00 pm - November 4, 2021 9a - 5p Virtual
November 1, 2021
9:00 am - 5:00 pm - Decembe 1, 2021 9a - 5p Virtual
December 1, 2021
9:00 am - 5:00 pm