Summary

In this chapter, we discussed some advanced Sales Cloud features. We saw how to configure products, price books, and product schedules, and how they are related to opportunities, the source of all the deals.

With quotes, we learned how to propose a deal to a customer, create different proposals, export them in PDF format with quote templates, and sync quotes line items with opportunity products.

Finally, we discovered what forecasts are and how collaborative forecasts can give sales managers a preview of how sales activities are delivered in order to adjust and plan the right sales strategy.

The next chapter will be dedicated to some cool Service Cloud features that will enhance the service support experience.

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