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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 3223 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.

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.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

The course material was good, the trainer was excellent. The course was timed well and the labs were great. I’d strongly encourage others to attend this course for preparation.

The instructors have been excellent and the training has been very helpful.

Informative class with great instructure who was able to walk through the course material, answer all questions, and give great examples.

We did the week long class through zoom. The lab was setup with appropriate client and server machines. Instructions were clear. Instructor was excellent.

The class was very vast paced however the teacher was very good at checking in on us while giving us time to complete the labs.

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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