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.
