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Lesson 137 - Product Scheduling - Revenue and Quantity

NEW - Salesforce Certified Administrator 2021 • 5m 36s

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  • Lesson 138 - Adding Scheduling Fields...

    In this lesson, we add several scheduling related fields to the Product page layout. We then configure a product that uses both Revenue and Quantity installments.

  • Lesson 139 - Adding a Scheduled Produ...

    In this lesson, we add a scheduled product to an opportunity. Doing so adjusts the Amount of the Opportunity.

  • Lesson 140 - Enabling Collaborative F...

    In this lesson we enable Collaborative Forecasting in our Org. We then add several Forecast Types.

    Resources:
    Predict Sales with Collaborative Forecasts https://help.salesforce.com/articleView?id=sf.forecasts3_overview_intro.htm&type=5 and Collaborative Forecasts Quick Start https://help.s...