In this lecture we discuss the process and implications of implementing person accounts in your org.
Resources:
Person Account Comparisons - Pros and Cons (From Technical Library) - https://help.salesforce.com/articleView?id=account_person.htm&type=5#Person_Account_Model
Setting Up Person Accounts (PDF) - https://resources.docs.salesforce.com/208/latest/en-us/sfdc/pdf/salesforce_B2C_implementation_guide.pdf
In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.
Given a set of requirements, determine how to support different sales process scenarios.
Given a scenario, determine the relationsh...
In this lecture, we reorder the sequence of Stages on Opportunities as well as adjust the probabilities associated with Stages. We discuss how probabilities impact the Expected Revenue on your Opportunities, and in turn how that impacts your Forecast. We visualize your Pipeline through the Kan Ba...
In this lecture we look at sample test question #1 from the exam guide, which mentions Sales Pipelines.
