Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Product Scheduling and Opportunities

Salesforce Certified Sales Cloud Consultant • 8m 4s

Up Next in Salesforce Certified Sales Cloud Consultant

  • Quotes and Opportunities

    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

    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.

  • Campaigns and Opportunities

    In this lecture we discuss campaigns and opportunities and how they relate to one another.