Opportunity Management, Products and Price Books

Sales CloudOpportunity Management, Products and Price BooksBuild and automate the opportunity pipeline: sales processes, stages and Path, opportunity products and schedules in Apex, teams and splits, stage history, Einstein scoring and Pipeline Inspection, a bulkified closed-won automation, and multi-currency handling.Intermediate · about 80 minutesWhat you will learn

Configure sales processes, record types, stage metadata and Path, and deploy them as metadata

Add products to opportunities from Apex, choosing correctly between UnitPrice and TotalPrice and handling price book and currency rules

Create revenue and quantity schedules with OpportunityLineItemSchedule

Manage opportunity teams and splits (OpportunityTeamMember, OpportunitySplit, OpportunitySplitType)

Analyse stage progression with OpportunityHistory and OpportunityFieldHistory

Write a bulkified opportunity trigger that automates stage changes and creates contracts and orders on closed-won

Convert amounts correctly in multi-currency orgs with convertCurrency() and DatedConversionRate

Contents

Sales processes, record types and stages

Opportunity products from Apex

Product schedules

Opportunity teams and splits

Contact roles and competitors

Stage history and analysis

Big Deal Alerts, Einstein scoring and Pipeline Inspection

Opportunity triggers: stage automation and closed-won fulfilment

Multi-currency in code

Collaborative selling

Best practices

Common pitfalls

Hands-on exercises

Key takeaways