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Descripción del curso. Salesforce: Administración de Ventas en la Nube: productos, ofertas, pedidos y previsiones de colaboración
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Modalidad: Webinar. Sesiones en aula virtual con profesor
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Especialidad: Salesforce - Administrators
- Tarifa: Solicitar oferta
Introducción
Servicios de valor con Salesforce:
- Soluciones tecnológicas
- Soluciones verticales
- Integración con terceros
- Soluciones de movilidad
- Soluciones de Formación
- Descripción cursos
- Plataforma Apex
Contenido del curso
- Set Up Products, Price Books, Quotes, and Orders
- Describe the capabilities of products, price books, quotes, and orders.
- Describe 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
- Describe the capabilities of Collaborative Forecasts.
- Enable forecasts for users.
- Configure multiple forecast types to forecast based on opportunities, product families, and opportunity splits.
- Map opportunity stages to forecast categories.
- Define forecast managers and enable adjustments.
- Add quota data for users.
- Build forecast and quota reports.
- Evaluación final
- Cuestionario de Calidad
Nota:
Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.
Dirigido a
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.
Requisitos de software y hardware
- Hardware: PC Multimedia
- Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
- Software:
- Windows Vista, Windows 7 o Windows 8
- Navegador de internet (Internet Explorer 9 o superior, Mozilla, Firefox, Chrome o cualquier navegador actual compatible con html5)
Tarifa
Si os interesa realizar este curso en cualquier modalidad formativa póngase en contacto con nosotros.
