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

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

  • Modality: Webinar. Virtual classroom sessions with teacher
  • Specialty: Salesforce - Administrators
  • Fee: Request offer


Value services with Salesforce:

  • Technological solutions
  • Vertical solutions
  • Integration with third parties
  • Mobility solutions
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  • Course description
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Course content

    • 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

    The content may vary to adapt to the group and Salesforce news.

    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)


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