Level: AdvancedAdvanced Admin
Salesforce Product Schedules: Revenue and Quantity
Salesforce Product Schedules split the revenue or quantity of a product on an opportunity into installments over time, such as 12 monthly payments or…
Topic
Sales Cloud
Salesforce Sales Cloud tutorials: leads, accounts, opportunities, products, quotes and forecasts.
Level: IntermediateAdvanced Admin
Salesforce Contracts and Orders Explained
Salesforce Contracts and Orders track what happens after a deal is won: the contract records the agreed terms and dates, and the order records…
Level: AdvancedAdvanced Admin
Enterprise Territory Management in Salesforce: Models, Rules and Users
Enterprise Territory Management lets you split your customers into sales territories, such as North India or West India, and give each territory its own…
Level: AdvancedAdvanced Admin
Salesforce Collaborative Forecasting: Setup, Quotas and Adjustments
Salesforce Collaborative Forecasting shows how much revenue your sales team expects to close in a month or a quarter, and lets managers adjust that…
Level: IntermediateAdvanced Admin
Salesforce Campaigns: Members, Hierarchies and Campaign Influence
Salesforce Campaigns help you plan a marketing effort, track who took part, and prove which deals that effort helped to win. A campaign can…
Level: IntermediateSales Cloud
Salesforce Products and Price Books: Quotes and Forecasts
Salesforce Products and Price Books let you record exactly what you sell on each deal, at the right price for each type of customer.…
Level: BeginnerSales Cloud
Salesforce Opportunities: Sales Process, Path and Opportunity Teams
Salesforce Opportunities track the deals your team is working on, from the first conversation to a signed order or a lost deal. An opportunity…
Level: BeginnerSales Cloud
Salesforce Accounts and Contacts: Hierarchies, Contact Roles and Account Teams
Salesforce Accounts and Contacts are the heart of every sales org, because they store the companies you work with and the people inside them.…
Level: BeginnerSales Cloud
Salesforce Lead Management: Web-to-Lead, Assignment Rules and Lead Conversion
Salesforce Lead Management is the process of capturing new enquiries, sending each one to the right person and turning good ones into real customers.…