Simple Setup of Salesforce Products, Price Books and Quotes RE-EDITED

Salesforce Tutorial: Adding Products, Price Books and Creating Opportunities In this instructional video, we walk through the process of adding products, associating them with price books in different currencies and creating opportunities in Salesforce, all while making sure the right quote is linked to the opportunity. Avon Collis explains how to choose a product's currency, add it to the standard price book and relate it to specific currency-based price books. It also teaches how to use price books for different client types and regions. Also, how to create opportunities, attach products to them, and generate quotes. Understanding these elements helps enable efficient sales activities for your sales teams in Salesforce. 00:00 Introduction and Adding Products to Salesforce 00:23 Creating a New Product 01:25 Associating a Price Book 01:53 Adding Product to Standard Price Book 02:27 Adding Product to Country Based Price Book 03:25 Adding Product to Different Customer Types Price Books 03:50 Adding Product to US Price Book 04:34 Using the Product on the Operational End 05:20 Creating a New Opportunity 06:13 Adding Products to the Opportunity 07:16 Creating a Quote 07:28 Adding Products to the Quote 08:00 Syncing the Quote 08:13 Creating a PDF from the Quote 09:33 Conclusion and Recap Join the free Relevate Community and get in dept guides, tips, tricks and tutorials on how to grow your business with digital skills and technology: https://community.relevate.com.au Or join our Digital Accelerator membership and take your business to the next level: https://join.relevate.com.au Another great pairing with Salesforce for collecting customer information is Formstack: https://formstack.partnerlinks.io/txz... It allows you to pre populate forms with content that you already have inside your salesforce Org. #avoncollis #relevatecommunity #businessautomation