This course focuses on the actions necessary to move the opportunity forward in the sales process to closed/won. Trailheads and key items of focus are outlined.
- [Man] For starters, this is not a course for beginners, but that does not mean that if you are a beginner, you can't follow along an learn a lot about sales force and some of the best practices that we can use to implement in your organization. So, we will be moving quickly through some of the baseline items that define an opportunity like sales stage and page layouts, so that we can get to the deeper understanding of how these and other key items can add color and action to your opportunity object. Items that we are going to review include any fields related to actions to move the opportunity forward to closed.
So, that would include sales processes, page layouts, and sales strategies. Items not covered in this course are products, product schedules, price books, quotes, orders, and invoicing. So, as you go through this course, I would like you to complement your videos with some of these Trailhead modules. So, let's go and take a look at these. The first one is leads and opportunities. That's a great one to start with. I would actually take that one before you start this course. The next ones, I'd like you to blend in. So, take them all together and make it fun. Sales productivity, sales path and workspaces, wave analytics basics, sales CPQ basics, products, quotes, and contracts.
So, go to trailhead.salesforce.com and here, you'll find the modules. Under modules, sales force provides a lot of different options for you. So, what I'd like you to start with is, go to the section that says find the right modules for you and I would like you to click intermediate and from this intermediate filter you can review all these different types of modules that I have not mentioned that might be really helpful in your learning of sales force. So, take about 20 minutes or 15 minutes and dive through and see what you can find that might be interesting. Definitely outline the ones I provided and I would start with those, but again, as you dive into Trailheads, check out the different product filters as well.
You can go to communities, general, app, lightning, service, sales, but definitely start with the ones that I gave you and use those to complement the videos that we're about to go through.
- What is an opportunity?
- Using CPQ (Configure, Price, Quote) tools
- Defining a naming convention
- Implementing actionable, standard fields
- Setting up forecast categories
- Using opportunity record types
- Making related lists
- Using validation rules for dates, amounts, reasons, and stages
- Using workflow rules for alerts, notifications, and updating dates
- Running reports