Lesson 2: Lead, Opportunity, Product, Forecast, Territory, and Productivity Configuration
Lesson Overview
This lesson develops practical skills in lead, opportunity, product, forecast, territory, and productivity configuration for Salesforce Sales Cloud Administration (ADM251).
Topics Covered
Lead capture, assignment, queues, conversion, scoring concepts, and campaign influence
Opportunity teams, splits, products, schedules, quotes, contracts, and approvals
Forecast categories, collaborative forecasts, quotas, adjustments, and pipeline visibility
Territory management concepts, account assignment, teams, sharing, and access
Email, calendar, activities, Einstein Activity Capture concepts, and sales engagement
Configuration testing and user-workflow validation
Practical Activity
Configure or analyze a scenario involving lead capture, assignment, queues, conversion, scoring concepts, and campaign influence.
Build and validate an exercise covering opportunity teams, splits, products, schedules, quotes, contracts, and approvals and forecast categories, collaborative forecasts, quotas, adjustments, and pipeline visibility.
Use tests, logs, reports, or documentation to verify configuration testing and user-workflow validation.
Key Takeaways
Explain lead capture, assignment, queues, conversion, scoring concepts, and campaign influence in the context of Salesforce Sales Cloud Administration (ADM251).
Apply practical methods for opportunity teams, splits, products, schedules, quotes, contracts, and approvals and forecast categories, collaborative forecasts, quotas, adjustments, and pipeline visibility.
Test, document, and troubleshoot configuration testing and user-workflow validation.
