> > > ADM251

Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts (ADM251)

Course Description Schedule
 

Who should attend

  • Administrators with at least six months of experience using Salesforce
  • Administrators who have completed the Administration Essentials for New Admins course

Course Content

Sales Cloud Administration: Products, Quotes, Orders, and Collaborative Forecasts is a must for all administrators who need to configure and maintain these features for their organizations. Using real-world scenarios, this course will teach administrators how to set up products, price books, quotes, and orders to streamline their processes. This course will also teach administrators how to configure Collaborative Forecasts to generate accurate forecasts and track quota attainment.

Course Outline

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.
Classroom Training
Modality: G

Duration 1 day

Enroll now
 
Click on the location to go directly to the booking pageSchedule
Slovenia

Currently there are no local training dates scheduled.  For enquiries please write to info@fastlane.si.

This computer icon in the schedule indicates that this date/time will be conducted as Instructor-Led Online Training.
 

Accessing our website tells us you are happy to receive all our cookies. However you can change your cookie settings at any time. Find out more.   Got it!