Opportunities, products, and price books
In this section, we will look at the capabilities of Sales Cloud for capturing deals, explore some key considerations, and look into what happens in practice.
Sales Cloud capabilities
These Objects are used to capture sales deals in Salesforce. I will use the term sales deal or deal rather than Opportunity to avoid confusion with Salesforce terminology. The Opportunity record is the primary record for capturing sales deal information. The other Objects and functionality described here all provide additional capabilities that may be relevant to your use case.
Opportunity
The Opportunity Object captures the overall details of the deal, such as the name, value, and when it is expected to be confirmed, as well as the stage the deal is in during the sales process. It is a child of the Account where all the organization information is captured. OOTB doesn’t include any options in terms of capturing product information – there...