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 relationships between sales stages, forecast and pipeline.
Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc.
Given a set of requirements, determine the appropriate forecasting solution.
Describe the impact of multi-currency on opportunities.
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.
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:...
