In this lecture we discuss Quotes and I introduce you to the CPQ Basics Trailhead module.

Resource:
Salesforce Trailhead Module - CPQ Basics - Complete First 2 Units - https://trailhead.salesforce.com/en/content/learn/modules/sf_cpq

In this lecture we discuss leveraging validation rules to enforce that certain fields and filled in when an opportunity reaches a certain stage.

Resource:
Opportunity Management Sample Validation Rules - https://developer.salesforce.com/docs/atlas.en-us.usefulValidationRules.meta/usefulValidatio...

In this lecture, we discuss a common scenario and request you will encounter on the job and on the exam with how to alert users that something specific has happened on the platform. We work through an example of getting past our validation rule that we set in the previous lecture and then alertin...

In this lecture, we look at sample question #2 from the exam guide.

In this lecture we revisit Quotes and I demonstrate how to enable Quotes in your own org. We then create a quote on an opportunity and generate a PDF of the quote.

Resource:
CPQ Basics Trailhead Module - https://trailhead.salesforce.com/content/learn/modules/sf_cpq

In this lecture, I introduce you to Account Teams and demonstrate how they work.

Teams can be added to opportunities, in addition to teams. In this lecture, we work through the functionality of Opportunity Teams.

In this lecture, I show you how to activate Enterprise Territory Management in your own org. We then walk through creating Territory Types and Territory Models. We finish out by creating a hierarchy for a territory and then activate it.

Resource:
Enterprise Territory Management Implementation Gu...

In this lecture I walk you through the implementation of Orders in your Salesforce org. We also cover the relationship between Orders and Opportunities.

Resource:
Setting Up Salesforce Orders for Your Organization - http://resources.docs.salesforce.com/214/7/en-us/sfdc/pdf/salesforce_orders_chea...

In this lecture, we walk through the Salesforce1 Quick Start Wizard to set up the initial settings for the mobile app for our users. We customize and preview the Navigation Menu and Global Actions of the mobile app as we start rolling out mobile capabilities to our user base.

In this lecture, we continue with more of the Salesforce1 settings available to further customize the sales process in the mobile app.

In this lecture, I walk you through how page layouts work in Salesforce1. We also walk through the process of changing the object specific quick actions available on the Contact page layout for the Salesforce1 mobile app.

Resource:
How Page Layouts Work in the Salesforce Mobile App - https://de...

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.

Explain how marketing capabilities support the sales process. 


Given a scenario, recommend appropriate methods for lead scoring and cri...

In this lecture we look at the Marketing app, and its associated tabs for Campaigns and Leads. We revisit the Lead Conversion process and also add a new Status designation for lead records. We convert a lead into a new Contact, Account and Opportunity. We also go into a Campaign and add new Campa...

In this lecture, we set up basic Lead Scoring functionality in our org. We also look into some of the newer functionality that Salesforce is extending (for an additional price) via Salesforce Einstein for the Sales Cloud, and the Einstein Lead Scoring functionality.

Resource:
Setting Up Einstein...

In this lecture we manage lead data quality by creating validation rules on leads.

Resource:
Lead Validation Rule Based on Lead Status - https://org62.my.salesforce.com/?ec=302&startURL=%2FkA030000000PL4S

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.

Identify use cases and design considerations for social accounts and contacts. 


Explain how the ownership of account and contact re...

In this lecture we discuss the impact that the ownership of account and contact records has on visibility.

In this lecture, I discuss how to set up a Sharing Rule on the Account object to extend Read Only access to our example user. Sharing Rules are used to grant further access to records and can't be used to restrict access.

In this lecture we look at Sample Test Question #3 in the Exam Guide. It goes into record visibility and mentions that there is a Private sharing model that has been set up. I walk you through how to dissect the question and determine what the right answer is.

Beyond the out-of-the-box functionality of creating a new contact to associate it with an account, there are several other ways to establish relationships between accounts and contacts. We set up three additional features in our org that further extend and enhance the account to contact relations...

In this lecture, I show you how to view an account hierarchy, as well as to associate other accounts into the Hierarchy. We also address how to adjust the columns that are displayed in the Account Hierarchy page layout.

In this lecture, I show you how to assign a Data.com feature license to your user account. I then demonstrate how to locate Account and Contact records in Data.com and add them to your Salesforce account. We discuss how the Data.com Clean feature works and I introduce you to the Data.com Implemen...

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 Accou...