Salesforce Managing Opportunities
By: Ian Moore
Duration: 1m 01s
Released: Mar 29, 2017
Description:
Discover how to set up your Salesforce Opportunity records to meet the needs of your organization. In this course, learn how to customize the layout and behavior of Opportunity records to match your sales process and to keep your organization informed of the condition of existing and new sales. Learn how boost sales by leveraging validation rules, workflow rules, reports, and more.
Topics include:
- What is an opportunity?
- Using CPQ (Configure, Price, Quote) tools
- Defining a naming convention
- Implementing actionable, standard fields
- Setting up forecast categories
- Using opportunity record types
- Making related lists
- Using validation rules for dates, amounts, reasons, and stages
- Using workflow rules for alerts, notifications, and updating dates
- Running reports
Contents:
- Introduction
- 1. Opportunity Overview
- 2. Page Layout
- 3. Creating a Sales Process
- 4. Validation Rules
- 5. Workflow Rules
- 6. Reporting Conclusion
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