Sales Cloud Administration: Products, Quotes, Orders, and Collaborative Forecasts - ADM-251, 08 April 2019, Virtual

Topic

Objective

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 customise 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 order 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.