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Lesson 140 - Enabling Collaborative Forecasting

NEW - Salesforce Certified Administrator 2021 (Updated June 29, 2021) • 8m 19s

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  • Lesson 141 - Viewing Forecasts and Se...

    In this lesson, we view forecasts, set the forecast range and change the forecast currency.

  • Lesson 141B - Forecast Impact

    A new addition to the updated exam guide that Salesforce released on June 23, 2021 was Forecast Impact, which I discuss in this lesson.

    Resources:
    Considerations for Managing Territory Forecasts - https://help.salesforce.com/articleView?id=sf.forecasts3_territory_forecasts_management_considerati...

  • Lesson 142 - Setting Product Families

    Use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two product families: Hardware and Software.

    Resource:
    Organize Products with Product Families - https://help.salesforce.com/articleView?id=sf.customize_pr...