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Lesson 139 - Adding a Scheduled Product to an Opportunity

NEW - Salesforce Certified Administrator 2021 • 4m 19s

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  • 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...

  • Lesson 141 - Viewing Forecasts and Se...

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

  • 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...