Chapter 5. Getting More Value from Sales Cloud
In the previous chapters, we discussed the basic concepts of objects and fields. We also talked about the different types of relationships in Salesforce. We have gone through the process for setting up Lightning apps, Lightning record pages, validation rules, and duplicate management in Salesforce. In this chapter, we will describe Sales Cloud features in detail, such as account management, opportunity management, quote management, and so on. In addition to this, we will also look at the way of setting up forecasting in your Salesforce org. The following topics will be covered in this chapter:
- Account management
- Contact management
- Manage products and price books
- Opportunity management
- Quote management ...
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