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Sales Cloud Administration - Products, Quotes, Orders, and Collaborative Forecasts

(Duration : 1 Day)

The Sales Cloud Administration training course will teach administrators 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.

By attending Sales Cloud Administration workshop, delegates will learn to:

  • Set up products, price books, quotes, and orders to streamline their processes
  • Set up collaborative forecasts

This Sales Cloud Administration class is ideal for Administrators with at least six months of experience using Salesforce



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 customer's 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, 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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.