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_considerations.htm&type=5
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...
In this lesson, we enable Customizable Campaign Influence.
Resources:
Enable Customizable Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_customizable_setup.htm&type=5
Add Customizable Campaign Influence Related Lists https://help.salesforce.com/article...
In this lesson, I address how to set your permissions in order to use Campaign Influence. I reference the Campaign Influence Implementation Guide that lists the different related lists you can add to various page layouts, as well as a specific Permission Set License you may need to be assigned in...
