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
December 1, 2020 9a - 5p Virtual December 1, 2020 9:00 am - 5:00 pm
January 4, 2021 9a - 5p Virtual January 4, 2021 9:00 am - 5:00 pm
February 1, 2021 9a - 5p Virtual February 1, 2021 9:00 am - 5:00 pm
March 1, 2021 9a - 5p Virtual March 1, 2021 9:00 am - 5:00 pm
April 1, 2021 9a - 5p Virtual April 1, 2021 9:00 am - 5:00 pm
May 3, 2021 9a - 5p Virtual May 3, 2021 9:00 am - 5:00 pm
June 1, 2021 9a - 5p Virtual June 1, 2021 9:00 am - 5:00 pm
July 1, 2021 9a - 5p Virtual July 1, 2021 9:00 am - 5:00 pm
August 2, 2021 9a - 5p Virtual August 2, 2021 9:00 am - 5:00 pm
September 1, 2021 9a - 5p Virtual September 1, 2021 9:00 am - 5:00 pm
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
