COURSE
Salesforce: Cloud Sales Management: Products, Offers, Orders, and Collaboration Forecasts
Modality: Webinar. Virtual classroom sessions with teacher
Contact: support@nanforiberica.com
Tutors: Javier Lozano Moreno - javierl@nanforiberica.com
SPECIALTY
Salesforce - Administrators
COURSE DESCRIPTION
Value services with Salesforce:
Technological solutions
Vertical solutions
Integration with third parties
Mobility solutions
Training Solutions
Course description
Apex Platform
ADDRESSED TO
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.
SOFTWARE AND HARDWARE REQUIREMENTS
Hardware: Multimedia PC
Pentium IV or higher, 1 Gb of memory, sound card, speakers/headphones
Software:
Windows Vista, Windows 7 or Windows 8
Internet browser (Internet Explorer 9 or higher, Mozilla, Firefox, Chrome or any current browser compatible with html5)
COURSE CONTENTS
- Set Up Products, Price Books, Quotes, and Orders
- Describes the capabilities of products, price books, quotes, and orders.
- Describes 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
- Describes the capabilities of Collaborative Forecasts.
- Enable forecasts for users.
- Configure multiple forecast types to forecast based on opportunities, product families, and opportunity splits.
- Map stages opportunity to forecast categories.
- Define forecast managers and enable adjustments.
- Add quota data for users.
- Build forecast and quota reports.
- Final evaluation
- Quality Questionnaire
Note:
The content may vary to adapt to the group and Salesforce news.