Level: Beginner

13. Contracts and POs for Salesforce Users

Customer Service, Sales, Sales&CS

Get familiar with the different types of contracts and Purchase Orders, understand the differences between them and be able to create them in Salesforce.

Course content

Lesson Welcome to Contracts and POs for Salesforce users
- Welcome message (1 min)
- * Learning objectives (1 min)
Lesson Contracts and POs: Overview
- * Different types of contracts (10 min)
- * Different types of POs (5 min)
- * Discount rules (5 min)
- * Test your knowledge (5 min)
Lesson Contract creation in Salesforce
- * Contract creation (2 min)
- * How to add a country to a running contract? (4 min)
- * How to clone a WW (7 min)
- * Test your knowledge (5 min)
Lesson PO creation and validation in Salesforce
- * How to create a PO (10 min)
- * How to validate a PO (6 min)
- * How to check for protection and credit consumption ( 4 min)
- * Test your knowledge (5 min)
Lesson WW and its behavior with regards to contracts and POs
- * WWs - association and protection (5 min)
- * Test your knowledge (5 min)
Lesson Recap
- * Recap (2 min)
- Resources (1 min)