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Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
In this lecture, I introduce you to Assets. We discuss the use cases for implementing Assets in your org. We then work through the functionality of Assets and how they relate to Closed/Won Opportunities as you relate Assets to Products, Accounts and Contacts.
In order to implement multiple Sales Processes, we create Opportunity Record Types to correspond with each of the 3 Sales Processes we previously created. We then adjust the stages for Opportunities for each Record Type. We also look at how Record Types control picklist selection values. Finally,...