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

Introduction

Value services with Salesforce:

• Technological solutions
• Vertical solutions
• Integration with third parties
• Mobility solutions
• Training Solutions
• Course description
• Apex Platform

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

Note:
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)

Fee

If you are interested in taking this course in any training modality, please contact us.

• Mail: info@nanforiberica.com
•  Phone: +34 91 031 66 78
• WhatsApp: +34 685 60 05 91