Simple Setup of Salesforce Products, Price Books and Quotes RE-EDITED
Salesforce Tutorial: Adding Products, Price Books and Creating Opportunities
In this instructional video, we walk through the process of adding products, associating them with price books in different currencies and creating opportunities in Salesforce, all while making sure the right quote is linked to the opportunity. Avon Collis explains how to choose a product's currency, add it to the standard price book and relate it to specific currency-based price books. It also teaches how to use price books for different client types and regions. Also, how to create opportunities, attach products to them, and generate quotes. Understanding these elements helps enable efficient sales activities for your sales teams in Salesforce.
00:00 Introduction and Adding Products to Salesforce
00:23 Creating a New Product
01:25 Associating a Price Book
01:53 Adding Product to Standard Price Book
02:27 Adding Product to Country Based Price Book
03:25 Adding Product to Different Customer Types Price Books
03:50 Adding Product to US Price Book
04:34 Using the Product on the Operational End
05:20 Creating a New Opportunity
06:13 Adding Products to the Opportunity
07:16 Creating a Quote
07:28 Adding Products to the Quote
08:00 Syncing the Quote
08:13 Creating a PDF from the Quote
09:33 Conclusion and Recap
Join the free Relevate Community and get in dept guides, tips, tricks and tutorials on how to grow your business with digital skills and technology: https://community.relevate.com.au
Or join our Digital Accelerator membership and take your business to the next level: https://join.relevate.com.au
Another great pairing with Salesforce for collecting customer information is Formstack: https://formstack.partnerlinks.io/txz...
It allows you to pre populate forms with content that you already have inside your salesforce Org.
#avoncollis #relevatecommunity #businessautomation
Watch video Simple Setup of Salesforce Products, Price Books and Quotes RE-EDITED online without registration, duration hours minute second in high quality. This video was added by user Relevate 10 January 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 3,981 once and liked it 115 people.