Salesforce supports multiple sales processes. These can be customized to fit specific business requirements. We review how different sales processes can be used to signify different stages on opportunities.
The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Path and how it is used in Lightning Experience.
NOTE: This ...
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 managi...
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...
