Salesforce: Cloud Sales Management: Products, Offers, Orders, and Collaboration Forecasts

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.

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