Service Cloud Applications In the previous chapter, we learned how our business can leverage Salesforce sales capabilities to enhance our chances of closing a deal. When a deal is made, we need to build a strong relationship with our customers using our platform features. This is known as Customer Relationship Management (CRM). What’s CRM without…
Author: zeusexam
Setting up collaborative forecasting 2
A manager can drill down to the child territories. To configure a territory, the manager needs to go to Setup | Feature Settings | Territories | Territory Models | View Hierarchy on your model, click on the Edit link next to a territory, and fill in the Forecast Manager box: Filling in the Forecast Manager…
Setting up collaborative forecasting – Certified Advanced Salesforce Admin Exam Guide
Setting up collaborative forecasting A picture is worth a thousand words. Let’s see what using forecasts is like: Forecast view of a sales manager We can see two panels: A manager can have a look at their subordinates’ forecast details by clicking on the arrow next to the username: Forecast view of a subordinate sales…
Quote versus opportunity synchronization
Quote versus opportunity synchronization The last important feature of quotes is that we can align a quote’s line items to its opportunity’s products. To do this, click on the Start Sync button (it may be hidden next to the Create PDF button). A message will warn us that any info about opportunity products will be…
Managing quotes and quote templates
Managing quotes and quote templates Quotes contain the proposed prices of items and services sold to customers. They are created after an opportunity, inheriting their products, but quantities and pricing can change. That’s why we can have multiple quotes linked to a given opportunity. No surprises…opportunities pass through various stages (one of them is called…
Product schedules – Certified Advanced Salesforce Admin Exam Guide
Product schedules Product schedules are a feature that define the payment and delivery cycles for your products, provided in the following ways: To enable product schedules, navigate to Setup | Feature Settings | Sales | Products | Product Schedules Settings: Enabling product schedules Checking the Enable quantity/revenue scheduling for all products checkboxes enables both schedule…
Support Sales Strategies with Sales Cloud Features 2
Who creates products in our CRM? Administrators or sales managers do this by hand (using the product layout or using mass data creation with tools such as Data Loader) or automatically with external systems called Product Information Management (PIMs). In this case, the PIM system is the master/owner of the product data, taking care of…
Support Sales Strategies with Sales Cloud Features
Support Sales Strategies with Sales Cloud Features In this chapter, we’ll be dealing with Sales Cloud features. If you are wondering what Salesforce Sales Cloud is, it is the piece of our beloved CRM that is designed to support sales and marketing in both business-to-business and business-to-customer contexts. It supports lead management, campaign creation, deal…
Dependent picklists – Certified Advanced Salesforce Admin Exam Guide
Dependent picklists Let’s spend some time discussing dependent picklists. They are single or multiselect picklists whose values depend on a controlling field that must be a picklist field (with at least one value and fewer than 300 values) or a checkbox field for the same record. This relation between fields helps keep data accurate and…
PRIORVALUE – Certified Advanced Salesforce Admin Exam Guide
PRIORVALUE The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated. You could use it to prevent users from updating important fields in specific conditions, such as changing the opportunity amount once it…