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.
Resources:
What Are Assets? - https://help.salesforce.com/articleView?id=assets_def.htm&type=0
Salesforce Assets Cheat Sheet - http://resources.docs.salesforce.com/202/9/en-us/sfdc/pdf/salesforce_assets_cheatsheet.pdf
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,...
In this lecture, I discuss how Price Books work with Opportunities.
Opportunity product line items are explored in this lecture.
