Course Overview

Enroll in this course, to learn how to use price books, setup products, quotes and orders and to generate accurate forecasts.  Your role as an Admin is important for your organization and this certification course will make it happen.

What you will learn

The Administration Essentials for New Admins Professional edition teaches you to manage users and secure applications. During this course, you will learn to:
1) Create Viable quotes by incorporating suitable product selection methods
2) Prepare quick quotes
3) Develop proposals quickly
4) Respond faster to customer requests
5) Define qualities of a bundle

Why get enrolled in this course

Enroll in this course to 
1) Gain knowledge of the product models
2) Develop your skill set on pricing quotes
3) Develop quality proposals
4) Understand customization of objects, fields, and records
5) Learn the data organization methods

Course Offerings

1) Live/Virtual Training in the presence of online instructors 
2) Quick look at Course Details, Contents, and Demo Videos
3) Quality Training Manuals for easy understanding
4) Anytime access to Reference materials
5) Gain your Course Completion Certificate on the Topic
6) Guaranteed high pay jobs after completing certification

Course Benefits

1) Create, setup and manage users
2) Design your application based on organizations specific requirements
3) Create custom fields and page layouts
4) Maintain and import clean data
5) Maintain data quality

Audience

1) New System administrators
2) Developer
3) IT Manager
4) Product Manager and
5) Any user who wants to setup, configure and organize data for their Salesforce Professional Edition implementation.

Prerequisite

A solid understanding of basic concepts of Salesforce and their functions is required.  Completion of the courses listed below helps to understand this certification course quickly

Course Content

Lesson 1: Set Up Products, Price Books, Quotes, and Orders

Quotes are used to represent the prices of products and services that you offer to your customers. A set of quotes with different combinations of products, discounts, quantities and services are presented in Sales Cloud to allow clients do a comparative analysis.

1) All about products, price books, quotes, and orders
2) Explain the relationships between opportunities, products, price books, quotes, contracts, and orders
3) Create and customize products and price books
4) Track products and the various selling prices  
5) Add products to opportunities
6) Generate quotes showing the proposed prices for products and services
7) Sync quotes to opportunities
8) Add products to orders to track customers’ requests for products and services

Lesson 2: Set Up Collaborative Forecasts

This session allows to gain experience using collaborative forecasts and use their features
1) Define Collaborative Forecasts.
2) Enable forecasts for users
3) Configure multiple forecast types to forecast based on opportunities, product families, opportunity splits, and custom fields
4) Map opportunities to forecast categories
5) Define forecast managers and enable adjustments
6) Add quota data for users
7) Build forecast and quota reports

FAQs

1) What is the advantage of Sales Cloud?
Sales Cloud helps a faster growth in accounts, finds new customers easily and allows to close customer deals quickly. In other words, Sales Cloud lets you sell faster and smarter using the lightening feature.

2) Define CPQ?
CPQ refers to Configure Price Quote. CPQ plays a vital role in the fast growing business environment, as they allow to create professional sales quote for quick prospects and eliminate errors in quotes.

3) What do you mean by Quotes in Salesforce?
Quotes refer to the proposed price of your company’s products and services. The quote is prepared based on the opportunity and products.

4) What is the concept of Price books?
Price books are used to track the prices of products and services that your company offers to customers.

5) What are the different types of price books supported by Salesforce?
Salesforce supports two types of price books namely
Standard Price Books: contains the master list of all products and their prices called standard prices.
Custom Price Books: contains a separate list of products with their custom prices called list prices.

6) What are the uses of forecasts?
In any organization, forecasts help you to predict and plan the sales lifecycle and manage the sales expectations. In other words, the collaborative forecast is an expression of expected sales revenue based on the gross of a set of opportunities. There are four possible opportunities namely Pipeline, Best case, Commit and Closed that sum up to total the forecast amount. The Salesforce admin set up, and configuration decides the amount to reflect opportunities from one or multiple forecast categories.