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Mike Wheeler has taught over 125,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
We previously looked at CPQ and created a Quote in the Solution Design section of this course. We take the Quote object further now that we are in the Opportunity Management section of the course, by creating an additional Quote Template to generate another PDF from. We then save the Quote PDF an...
Contracts are related to Contacts, Accounts and Cases and an active contract is required in order to process Orders in Salesforce. In this lecture, I show you how to customize the Status order of Contracts and also we walk through adding the Contracts related list to the Account page layout.