Product Schedules(quantity & revenue scheduling)

Use product schedules to determine the payment and delivery cycles for products that are paid or delivered over time.

• A quantity schedule determines when a product is delivered.
• A revenue schedule determines when a product is paid for.
• A default schedule is associated with a specific product in a specific price book.
• Every time the product is added to an opportunity, the default schedule is used. You can override the default schedules on any opportunity.

You determine which types of schedules your Salesforce org can use and which types of schedules can be established for each individual product.

Sales Process Vs Sales Path

A sales process is used to determine which opportunity stages are selectable when record types are enabled.  A sales process is not required if record types are not enabled.

Every company is unique, but all companies want to find, sell to, and keep customers. Salesforce has the tools you need to grow your pipeline and make more sales.

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Use the Path component (available only in lightning) on account, opportunity, lead,

Salesforce Winter18 release quick summary

Salesforce Winter’18 preview release notes are out. They are now available under the pre-release program. On the 8th and 9th of September, Sandboxes will be upgraded; as a result, your organization will get the look and feel of Winter’18 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience and Communities.

Also, check out these beta and pilot features:

Starting Salesforce Development? know when to use these..

The Salesforce prebuilt applications provide powerful CRM functionality. In addition, Salesforce provides the ability to customize the prebuilt applications to fit your organization. However, your organization may have complex business processes that are unsupported by the existing functionality. When this is the case, the Force.com platform includes a number of ways for advanced administrators and developers to implement custom functionality.

Apex

Use Apex if you want to:

Mass Delete Opportunities?

Hi, in this post we will see how to mass delete opprtunities .

Salesforce offers the following options :

Mass Delete Cases

Mass Delete Solutions

Mass Delete Products

Mass Delete Contacts

Mass Delete Opportunities ?

There is no mass delete opportunities option . 

Mass Delete Campaigns

Mass Delete Accounts

 

So how do you delete opportunities records piled up in your org?

Solutions are :

Data Quality – How do you do it?

The power of Salesforce lies in its flexibility. You can easily customize Salesforce to support your company’s data management plan.

Make Salesforce work for you! Specifically, make it easier to create, update, and maintain customer data with a few key Salesforce features. (For specifics on how to set up these features, check out the Resources section.)

Required Fields

You already know which fields are necessary to support  business objectives. It’s in your data management plan. Make those fields required. For  leads, you make several custom fields required, including fields related to important dates and industry information. Then leads can be properly scored, assigned, and converted.

Data Quality – Dashboards

Ever worried about the data quality of your org? With each sales rep entering data differently , it becomes difficult to assess your data quality with ever growing data list.

Don’t worry , follow these steps to assess your data quality at a glance!

Global PickLists

As a Salesforce Admin, you’ve probably dealt with picklists a lot. Salesforce released a new feature called Global Picklists to help Admins manage their picklists.

Use global picklist value sets to share values across objects and custom picklist fields, and to restrict the picklists to only the values that you specify.

A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it.