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Trailhead

Explore Manufacturing Cloud for Sales

Salesforce via Trailhead

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Overview

Discover how to manage your entire book of business.
  • Manage your book of business and transform the service journey.
  • Get a unified view of your accounts for collaboration across sales and operations.
  • Set up and manage account manager targets to track sales goals and drive performance.

Syllabus

  • Manufacturing Cloud Basics
    • Meet Manufacturing Cloud
    • Manage Your Entire Book of Business
    • Orchestrate the End-to-End Service Lifecycle
    • Strengthen Relationships with Partners
    • Extend Manufacturing Cloud with Automation and Analytics
  • Sales Agreements and Forecasting in Manufacturing Cloud
    • Get Started with Sales Agreements
    • Create a Sales Agreement
    • Approve and Activate a Sales Agreement
    • Manage the Lifecycle of an Agreement
    • Create Accurate Account Forecasts
  • Account Manager Targets in Manufacturing Cloud
    • Learn About Account Manager Targets
    • Set Up Targets for Account Managers
    • Create and Assign Targets
    • Distribute Targets and Manage Invalid Targets

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