Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Quote management


A quote is fundamentally a record displaying projected prices for any product or service. When you add a product into an opportunity, it will automatically link your quote with the product and allow you to generate and e-mail the quote PDF to the customers. You can have multiple quotes linked to an opportunity, but only one of them can be synced with the opportunity. Only the products associated with that quote and opportunity are synchronized with each other.

Quote-to-cash life cycle

Quotation is a very important part for any business. You can either use AppExchange apps to automate quote-to-cash processes or use the traditional manual method for it. The following diagram shows the standard quote-to-cash process:

Quote-to-cash represents end-to-end business processes on the sell side either product or service configuration.

  1. Pricing: It starts from product pricing, that is, how much discount the sales team is planning to offer. Do you have any special promotional rates for...