Loading Classes
Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts (ADM251)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce administration, Sales Cloud administration, Salesforce development, Salesforce design and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
✉ Salesforce Training Specialists | ☏ 502.909.0819
Current Promotion
COURSE INFORMATION
Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts Overview:
Sales Cloud Administration: Products, Quotes, Orders, and Collaborative Forecasts course will teach you how to set up products, price books, quotes, and orders to streamline their processes. This course will also teach you how to configure Collaborative Forecasts to generate accurate forecasts and track quota attainment.
Who Should Attend:
This course 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
Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts Certification:
This course is recommended as preparation for the Sales Cloud Application objectives on the Salesforce Certified Advanced Administrator exam.
Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts Outline:
Module 1: 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
Module 2: 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, opportunity splits, and custom fields
- Map opportunity stages to forecast categories
- Define forecast managers and enable adjustments
- Add quota data for users
- Build forecast and quota reports
