This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.
We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managing both products and price books are covered in depth to assist you in answering the related Products and Price Books questions on the admin exam.
Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead c...
The lecture covers creating and managing campaigns. Leads are added to campaigns.
Resources:
Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&r=https%3A%2F%2Fwww.udemy.com%2Fcourse%2Fsalesforce-administrator%2Flearn%2Flecture%2F4303082%2F%3Finst...
Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has rece...
