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Guide 
Sales Cloud: Quotes, Products and Pricing

Dive into a comprehensive overview of Salesforce Sales Cloud standard objects to align the system precisely with your unique requirements, enabling enhanced efficiency, productivity, and user adoption.

Guide 
Sales Cloud: Quotes, Products and Pricing

Dive into a comprehensive overview of Salesforce Sales Cloud standard objects to align the system precisely with your unique requirements, enabling enhanced efficiency, productivity, and user adoption.

How to Use Salesforce Sales Cloud Standard Objects with Maximum Efficiency?

Salesforce offers a comprehensive set of standard functionalities that can help businesses optimize their sales processes. Despite this, some organizations may not be fully aware of the capabilities and advantages of these pre-built features.
By receiving proper training and support, businesses can fully utilize the standard pricing flow in Salesforce and achieve success in a more efficient and sustainable way. Let's take a closer look at these processes through the lens of Twistellar's expert.
Mockup Salesforce Sales Cloud Standart Objects Guide

Things you'll learn:

  • Relations between Salesforce Sales Cloud objects: Opportunities, Quotes, Products and Pricings
  • Why and how to use Opportunities and Quotes
  • What are Products, Opportunity Products and Quote Line Items
  • How to generate & approve your Quotes and automate Pricing
  • Difference and value of Products, Price Books, Price Book Entries
  • How to set up Discounts and Adjustments
  • What Reports types to use for revenue tracking

Meet the Author

  • x4 Certified Salesforce Consultant
    Valentine is an experienced x4 Salesforce certified full-stack consultant with 8 years of experience in business process automation, analytics, marketing, advertising, communications, and change management.

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Twistellar is a professional Salesforce Consulting company with huge business experience. We can speed up the process, highlight and help to mitigate typical risks, and will allow your organization to focus on customers, people and processes - the key factors of the expected improvements.
Feeling like teaming up with us at Twistellar? We are excited too! Whether you'd like to customize your org, build a bespoke application or integrate a third-party tool, Twistellar is ready to help you.
Get in touch to discuss your Salesforce ideas!