Setting Up Salesforce Revenue Cloud from Scratch (Complete Guide) скачать в хорошем качестве

Setting Up Salesforce Revenue Cloud from Scratch (Complete Guide)

Start Learning Revenue Cloud now with my complete training : https://thecloudupdate.co/training/ Read the detailed step-by-step blog post here: https://thecloudupdate.co/ In this video, we walk through a complete setup of Salesforce Revenue Cloud in a brand new environment. From assigning permission set licenses and enabling essential Revenue Cloud features to creating your first product and quote, we'll guide you through every critical step. Don't forget to subscribe for more Salesforce tutorials! Timestamps: 00:00 Introduction 00:21 Assigning Permission Set Licenses & Permissions 05:31 Configuring Revenue Cloud Settings 07:03 Salesforce Pricing Setup 07:39 Context Definitions Setup 10:06 Activating Context Definitions 11:13 Setting up Pricing Procedures 14:04 Product Discovery Pricing Procedures 15:39 Product Discovery and Salesforce Pricing Settings 17:12 Updating Page Layouts for Revenue Cloud 20:31 Creating Initial Product Catalog and Categories 21:19 Setting Up Product Selling Models 22:14 Creating and Configuring Products 24:04 Defining Price Book Entries 25:25 Refreshing Decision Tables for Pricing 26:50 Adding Products to Quotes 27:08 Conclusion and Next Steps