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Sales Cloud Administration: Products, Quotes, Orders and Collaborative Forecasts (ADM 251)

  • Tuition USD $900 GSA  $816.12
  • Reviews star_rate star_rate star_rate star_rate star_half 945 Ratings
  • Course Code ADM-251
  • Duration 1 day
  • Available Formats Classroom

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.

Who Can Benefit

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

Course Details

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.

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

This training organization helped me learn almost everything about DB2 in a short amount of time. I appreciate the effort and generosity of sharing your knowledge and expertise with me and my colleagues.

The training material was well organized and the instructor was knowledgeble

I learned a lot on this training and the instructor is very knowledgeable. Looking forward to attend another training!

Great instruction on AWS DevOps, even added more to the presentation for better understanding. The teacher was well informed and technically savvy to assist students on the fly through hiccups.

Very informative and helpful. Provided lots of extra resources and explained the process clearly.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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