CURSO
Salesforce: Administración de Ventas en la Nube: productos, ofertas, pedidos y previsiones de colaboración
Modalidad: Webinar. Sesiones en aula virtual con profesor
Contacto: soporte@nanforiberica.com
Tutores: Javier Lozano Moreno - javierl@nanforiberica.com
ESPECIALIDAD
Salesforce - Administrators
DESCRIPCIÓN DEL CURSO
Servicios de valor con Salesforce:
Soluciones tecnológicas
Soluciones verticales
Integración con terceros
Soluciones de movilidad
Soluciones de Formación
Descripción cursos
Plataforma Apex
DIRIGIDO A
Sales Cloud Administration: Products, Quotes, Orders, and Collaborative Forecasts is designed for:
* Administrators with at least six months of experience using Salesforce; and/or
* Administrators who have completed the Administration Essentials for New Admins course.
REQUISITOS DE SOFTWARE Y HARDWARE
Hardware: PC Multimedia
Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
Software:
Windows Vista, Windows 7 o Windows 8
Navegador de internet (Internet Explorer 9 o superior, Mozilla, Firefox, Chrome o cualquier navegador actual compatible con html5)
CONTENIDOS DEL CURSO
- 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, and opportunity splits.
- Map opportunity stages to forecast categories.
- Define forecast managers and enable adjustments.
- Add quota data for users.
- Build forecast and quota reports.
- Evaluación final
- Cuestionario de Calidad
Nota:
Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.