22. Creating Forecast Types Just now dive more deeply into these forecast settings and just keeping in mind that these different forecast types are just different ways of slicing and dicing data represented in it to you as it relates to forecast. And that’s being able to look at what is projected to happen revenue […]

20. Collaborative Forecasts We’re going to spend a few lessons on forecasts. And to get things started, I’ve searched for Forecast and set up and we’ve got forecast hierarchy and forecast settings. Now, if I go to forecast settings, you’ll see that you’ll first need to enable forecast before they’ll show up in salesforce. I’m […]

17. Creating Contracts So if you have pretty basic contract management needs in your organization, you can use the out of the box functionality for contracts inside of Salesforce. I have worked in instances where that is the case and I’ve also worked in instances where the contract lifecycle was so complex with a lot […]

14. Quote Templates and Generating PDFs Now that you’ve created your quote, you may want to generate a PDF of that quote. And so the way to do that is you can go into the quote from the related list on the opportunity and click on the link for it will bring up the detail […]

11. Establishing Quantity and Revenue Scheduling on an Opportunity On the previous lesson, we enabled product scheduling in our and we also created a new opportunity and added a product that has scheduling enabled on it to an opportunity. We also specified a quantity and we’ve closed and won this, but we have not set […]

9. Creating Pricebooks and What is the Standard Price Book? Price books. I’ve opened up the App launcher and I’ve gone to all items and I’m selecting price books. The recently viewed list view shows nothing. And so in order to see the Standard Price book from a List view standpoint, I need to create […]

7. Opportunity Splits Splits. Now and one caveat is that you have to enable team based selling in order to set up opportunity splits. Now we have done that previously and opportunity splits allow you to share the credit or assign different percentages to different team members on opportunities. And this is a way that […]

4. Account Teams (aka Sales Teams) Thing you’ll definitely need to be familiar with are account teams. And we’ve previously set up account teams in the first course, in this course series for the advanced admin exam and I’m on an account record and under the related tab, one of the related lists is the […]

1. Course and Sales Cloud Applications Introduction Welcome to part two of my advanced Admin certification course series. Now, the first knowledge area in this course is the Sales cloud applications knowledge area. I’ve got the exam guide open here, and the two bullet points that need to be covered in this knowledge area have […]

9. Data Enrichment through Data.com There’s a mention of data enrichment in the Exam Guide for the Data Management Knowledge area. And so you’re not going to find data enrichment if you do a search and set up. You may even be wondering, well, what do they mean by data enrichment? And that has to […]