SalesforceStart
SalesforceStart
  • Видео 621
  • Просмотров 855 034
Video6 Sales Agreements Lifecycle in Salesforce Manufacturing Cloud
In this video, we take a deep dive into the Sales Agreements Lifecycle, explaining each stage a Sales Agreement goes through-from creation to renewal or cancellation. This comprehensive guide is designed to help you understand and manage every phase efficiently, ensuring seamless business operations.
📌 What You'll Learn:
✅ Stages of the Sales Agreement Lifecycle
Draft: The starting point for creating agreements with initial details.
Approved: Agreement gets the necessary approval from users or managers.
Activated: Agreements automatically activate when their start date arrives.
Under Revision: Activated agreements can be modified if changes arise.
Renewed: Clone and renew agreements seamlessly a...
Просмотров: 25

Видео

Video5 Sales Agreements Lifecycle in Salesforce Manufacturing Cloud
Просмотров 5314 дней назад
In this video, we take a deep dive into the Sales Agreements Lifecycle, explaining each stage a Sales Agreement goes through-from creation to renewal or cancellation. This comprehensive guide is designed to help you understand and manage every phase efficiently, ensuring seamless business operations. 📌 What You'll Learn: ✅ Stages of the Sales Agreement Lifecycle Draft: The starting point for cr...
Video4 Creating Sales Agreements and Adding Products in Salesforce Manufacturing Cloud
Просмотров 13321 день назад
🛠️ Learn How to Create Sales Agreements and Add Products in Salesforce Manufacturing Cloud! In this video, we guide you through the essential steps to set up Sales Agreements and link them with products, making it easier to manage long-term customer commitments and streamline your manufacturing processes. 📌 What You'll Learn: ✅ Step-by-step process to create a Sales Agreement. ✅ How to define a...
Video3 Sales Agreement Settings Explained Salesforce Manufacturing Cloud
Просмотров 5321 день назад
📄 Master the Art of Sales Agreements in Salesforce Manufacturing Cloud! In this video, we walk you through the process of setting up Sales Agreements in Salesforce Manufacturing Cloud, an essential feature for managing long-term commitments with customers. Learn how to configure and customize Sales Agreements to fit your manufacturing business needs. For more information on Salesforce training ...
Video2 Understanding Permission Sets in Salesforce Manufacturing Cloud
Просмотров 9128 дней назад
"Understanding Permission Sets in Salesforce Manufacturing Cloud" In this video, we dive into the essential topic of Permission Sets in Salesforce Manufacturing Cloud. Learn how these powerful tools help you: ✅ Assign specific access rights to users without changing their profiles. ✅ Ensure secure and efficient collaboration across teams. ✅ Simplify user management while maintaining data integr...
Video1 Getting Started with Salesforce Manufacturing Cloud
Просмотров 21128 дней назад
🌟 Welcome to the first video in our Salesforce Manufacturing Cloud series! 🌟 In this introduction, we’ll walk you through the basics of Salesforce Manufacturing Cloud-a game-changing CRM built exclusively for manufacturing businesses. Discover how it empowers manufacturers to: ✅ Manage long-term Sales Agreements effortlessly. ✅ Align sales and operations with accurate Account-Based Forecasting....
Video4 Send Management in Salesforce Marketing Cloud
Просмотров 1043 месяца назад
Send Classifications for Email Studio Send classifications define parameters for an email job in a central location. The account can reuse those parameters for multiple email send definitions. For example, an admin creates a send classification used every time a message containing a catalog sends to ensure that send always uses the appropriate parameters. Select a send classification, together ...
Video 3: Configuring Account and Security Settings in Marketing Cloud
Просмотров 913 месяца назад
Learn how to properly configure your Salesforce Marketing Cloud account and security settings in this comprehensive guide. This video covers best practices for safeguarding data, setting up authentication protocols, managing user access, and ensuring compliance with security standards, helping you protect your marketing environment. Salesforce Latest scenario-based Interview Questions : For mor...
Video 2: Understanding Users, Roles, and Business Units in Marketing Cloud
Просмотров 1603 месяца назад
In this video, you'll learn how to efficiently manage users, roles, and business units (BUs) within Salesforce Marketing Cloud. Discover how to set permissions, assign roles, and organize your marketing efforts across different teams and departments, ensuring a seamless workflow in your organization. Salesforce Latest scenario-based Interview Questions : For more information on Salesforce train...
Video23 Salesforce CPQ Discount Schedule Part1
Просмотров 6115 месяцев назад
Salesforce Latest scenario-based Interview Questions : Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Data Science Interview Questions and Answers Part4
Просмотров 162Год назад
Salesforce Latest scenario-based Interview Questions : For more information on Salesforce training and support, please write back to us at Salesforcestart1@gmail.com Contact: 91 9393934143 Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Data Science Interview Questions and Answers Part3
Просмотров 59Год назад
Salesforce Latest scenario-based Interview Questions : For more information on Salesforce training and support, please write back to us at Salesforcestart1@gmail.com Contact: 91 9393934143 Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Data Science Interview Questions and Answers Part1
Просмотров 39Год назад
Salesforce Latest scenario-based Interview Questions : For more information on Salesforce training and support, please write back to us at Salesforcestart1@gmail.com Contact: 91 9393934143 Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Data Science Interview Questions and Answers Part2
Просмотров 56Год назад
Salesforce Latest scenario-based Interview Questions : For more information on Salesforce training and support, please write back to us at Salesforcestart1@gmail.com Contact: 91 9393934143 Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Python Interview Questions and Answer part7
Просмотров 52Год назад
Top Python Interview Questions and Answers Python Interview Questions and Answers Python Interview Questions For more information on Salesforce training and support, please write back to us at Salesforcestart1@gmail.com Contact: 91 9393934143 Blog: salesforce-start.blogspot.com/ Telegram: t.me/salesforcestart Linkedin: www.linkedin.com/in/salesforcestart Website: salesforcestart.com/
Top Python Interview Questions and Answer part6
Просмотров 37Год назад
Top Python Interview Questions and Answer part6
Top Python Interview Questions and Answer part5
Просмотров 35Год назад
Top Python Interview Questions and Answer part5
Top Python Interview Questions and Answer part4
Просмотров 33Год назад
Top Python Interview Questions and Answer part4
Top Python Interview Questions and Answer part3
Просмотров 47Год назад
Top Python Interview Questions and Answer part3
Top Python Interview Questions and Answer part2
Просмотров 29Год назад
Top Python Interview Questions and Answer part2
Top Python Interview Questions and Answer part1
Просмотров 91Год назад
Top Python Interview Questions and Answer part1
Video29 Advanced Approvals and Orders
Просмотров 3,1 тыс.Год назад
Video29 Advanced Approvals and Orders
Video28 Quote Templates and COntract and AMendments and Renewls
Просмотров 2,9 тыс.Год назад
Video28 Quote Templates and COntract and AMendments and Renewls
Video27 Pricerules Part4
Просмотров 1 тыс.Год назад
Video27 Pricerules Part4
Video26 Pricerules Part3
Просмотров 1,5 тыс.Год назад
Video26 Pricerules Part3
Video25 Price Rules in Salesforce CPQ Part1
Просмотров 3,5 тыс.Год назад
Video25 Price Rules in Salesforce CPQ Part1
Salesforce summer 23 release updates
Просмотров 289Год назад
Salesforce summer 23 release updates
Subscriber Status in Salesforce Marketing Cloud
Просмотров 304Год назад
Subscriber Status in Salesforce Marketing Cloud
Top 10 AWS Interview Questions Part2
Просмотров 38Год назад
Top 10 AWS Interview Questions Part2
Top 10 AWS Interview Questions Part1
Просмотров 59Год назад
Top 10 AWS Interview Questions Part1

Комментарии

  • @RohitRaj-fx4xi
    @RohitRaj-fx4xi 7 дней назад

    kindly share the missing video session after 5th video...great insight

  • @dupendrakumar7626
    @dupendrakumar7626 25 дней назад

    Thankyou so much for proving such a crisp and precise series. really appreciate it. To fellow viewers this series is really productive if you have strong command over salesforce basics like Relationship , pagelayout untill you are comfortable with native salesforce concept it will little rough ride.

  • @kkj7875
    @kkj7875 25 дней назад

    update video5 of marketing cloud playlist

  • @awesomekj5812
    @awesomekj5812 Месяц назад

    Is this playlist complete for CPQ ?

  • @sujitkasturi1865
    @sujitkasturi1865 Месяц назад

    many to many relationship means to create junction object with two master details fields in one object is call Junction object? Please explain here. Thanks a lot in advance.

  • @PortfolioMasters
    @PortfolioMasters Месяц назад

    Upper bound value for Block pricing is n+1.

  • @fikaimu
    @fikaimu Месяц назад

    correct 4/5 memo COUNT cannot calculate the total of numeric fields; you need SUM for that.

  • @2024salesforce
    @2024salesforce Месяц назад

    #deletu , #exportu, #aalu #ghalu #lalu #mallu #aunty #dallu #kallu etc etc etc etcuuuuu .why sorry and why are you saying Sir Sir Sir wtf??????????????

  • @siddharthGautam-e4b
    @siddharthGautam-e4b Месяц назад

    Hi I need SOQL query to get all accounts with contacts count 2

  • @kalpanaReddy-t3h
    @kalpanaReddy-t3h 2 месяца назад

    Installation got failed for me "Missing Organization Feature: Chatter" , any advise please ?

  • @gllyprakash412
    @gllyprakash412 2 месяца назад

    What happens when a user clicks on "Dont show this page again" button?

  • @kkj7875
    @kkj7875 3 месяца назад

    I am a regular subscriber, could beginer learn this , can you teach 1 project also sir for marketing cloud learning, Very informative & best learning channel. My favourite ♥

  • @smritisharan-sfdcamplified
    @smritisharan-sfdcamplified 3 месяца назад

    Great learning

  • @SaitejaChandra-s1s
    @SaitejaChandra-s1s 3 месяца назад

    can we customize the shortcuts

  • @tinolbhoyar4646
    @tinolbhoyar4646 3 месяца назад

    What if I want that in record page

  • @puneetverma3572
    @puneetverma3572 3 месяца назад

    sir please upload part 2 price rules

  • @tinolbhoyar4646
    @tinolbhoyar4646 3 месяца назад

    what about when content source is visualforce

  • @vinaya7759
    @vinaya7759 4 месяца назад

    We can check by schema builder aslo that is the better approach

  • @malligiri-c5v
    @malligiri-c5v 4 месяца назад

    Error:Enable advanced calculator service before enabling the advanced amend/renew service , Can some one help me to get this error out

  • @rashiyadav2317
    @rashiyadav2317 4 месяца назад

    I forgot to click on save while allowing authorisation (first step) What I can do now

  • @smritisharan-sfdcamplified
    @smritisharan-sfdcamplified 4 месяца назад

    great video. nice explaination thank you

  • @kanchanrajput7989
    @kanchanrajput7989 4 месяца назад

    When we create custom address field it's show country name pn UI but if when we query on that country it's showing country code value. Why please tell me .now in standard address field country and country code is different fields .

  • @vshuk17
    @vshuk17 5 месяцев назад

    @SalesforceStart Thank you for your wonderful series on Salesforce CPQ! Looks like ",,,Pricerules Part2" is missing from your uploads. Request you to check and upload that video as well. Thanks again!

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    good information

  • @AdityaKumar-ue9vw
    @AdityaKumar-ue9vw 5 месяцев назад

    I learned a lot from you Sir, in a very short time. However, as a North Indian, I find it challenging to focus when there are many Telugu words in the video.

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    Good information

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    good information

  • @RichaGupta-z2e
    @RichaGupta-z2e 5 месяцев назад

    public class CaseApprovalTriggerHandler { public static void handleAfterInsertContentDocumentLink(List<ContentDocumentLink> newLinks) { Set<Id> caseIds = new Set<Id>(); Map<Id, List<ContentDocumentLink>> caseToContentDocumentLinksMap = new Map<Id, List<ContentDocumentLink>>(); // Process new content document links for (ContentDocumentLink cdl : newLinks) { if (cdl.LinkedEntityId.getSObjectType() == Case.sObjectType) { caseIds.add(cdl.LinkedEntityId); if (!caseToContentDocumentLinksMap.containsKey(cdl.LinkedEntityId)) { caseToContentDocumentLinksMap.put(cdl.LinkedEntityId, new List<ContentDocumentLink>()); } caseToContentDocumentLinksMap.get(cdl.LinkedEntityId).add(cdl); } } if (caseIds.isEmpty()) { return; } // Query cases to check if status is "Submitted For Approval" and fetch Owner's Manager Id List<Case> cases = [SELECT Id, Status, Owner_s_Manager__c FROM Case WHERE Id IN :caseIds]; Map<Id, Id> caseIdToManagerIdMap = new Map<Id, Id>(); for (Case c : cases) { if (c.Status == 'Submitted For Approval' && c.Owner_s_Manager__c != null) { caseIdToManagerIdMap.put(c.Id, c.Owner_s_Manager__c); } else { caseToContentDocumentLinksMap.remove(c.Id); } } if (caseToContentDocumentLinksMap.isEmpty()) { return; } // Query related ContentVersion records Set<Id> contentDocumentIds = new Set<Id>(); for (Id caseId : caseToContentDocumentLinksMap.keySet()) { for (ContentDocumentLink cdl : caseToContentDocumentLinksMap.get(caseId)) { contentDocumentIds.add(cdl.ContentDocumentId); } } List<ContentVersion> contentVersions = [SELECT Id, ContentDocumentId, SharingPrivacy FROM ContentVersion WHERE ContentDocumentId IN :contentDocumentIds]; Map<Id, ContentVersion> contentDocumentIdToContentVersionMap = new Map<Id, ContentVersion>(); for (ContentVersion cv : contentVersions) { contentDocumentIdToContentVersionMap.put(cv.ContentDocumentId, cv); } // Fetch existing ContentDocumentLinks to avoid duplicates Map<Id, Set<Id>> managerToContentDocumentMap = new Map<Id, Set<Id>>(); for (Id caseId : caseIdToManagerIdMap.keySet()) { Id managerId = caseIdToManagerIdMap.get(caseId); if (managerId != null) { managerToContentDocumentMap.put(managerId, new Set<Id>()); } } if (!managerToContentDocumentMap.isEmpty()) { List<ContentDocumentLink> existingLinks = [SELECT ContentDocumentId, LinkedEntityId FROM ContentDocumentLink WHERE LinkedEntityId IN :managerToContentDocumentMap.keySet() AND ContentDocumentId IN :contentDocumentIds]; for (ContentDocumentLink existingLink : existingLinks) { if (managerToContentDocumentMap.containsKey(existingLink.LinkedEntityId)) { managerToContentDocumentMap.get(existingLink.LinkedEntityId).add(existingLink.ContentDocumentId); } } } List<ContentVersion> contentVersionsToUpdate = new List<ContentVersion>(); List<ContentDocumentLink> contentDocumentLinksToInsert = new List<ContentDocumentLink>(); for (Id caseId : caseToContentDocumentLinksMap.keySet()) { Id managerId = caseIdToManagerIdMap.get(caseId); if (managerId != null) { for (ContentDocumentLink cdl : caseToContentDocumentLinksMap.get(caseId)) { ContentVersion cv = contentDocumentIdToContentVersionMap.get(cdl.ContentDocumentId); if (cv != null) { cv.SharingPrivacy = 'P'; contentVersionsToUpdate.add(cv); // Check if the link already exists if (!managerToContentDocumentMap.get(managerId).contains(cdl.ContentDocumentId)) { // Share the file with the owner's manager ContentDocumentLink newCdl = new ContentDocumentLink( ContentDocumentId = cdl.ContentDocumentId, LinkedEntityId = managerId, ShareType = 'V'); contentDocumentLinksToInsert.add(newCdl); } } } } } if (!contentVersionsToUpdate.isEmpty()) { update contentVersionsToUpdate; } if (!contentDocumentLinksToInsert.isEmpty()) { insert contentDocumentLinksToInsert; } } public static void handleLevel1Approval(Set<Id> caseIds) { // Query cases to fetch Manager's Manager Id List<Case> cases = [SELECT Id, Manager_s_Manager__c FROM Case WHERE Id IN :caseIds]; Map<Id, Id> caseIdToManagerManagerIdMap = new Map<Id, Id>(); for (Case c : cases) { if (c.Manager_s_Manager__c != null) { caseIdToManagerManagerIdMap.put(c.Id, c.Manager_s_Manager__c); } } if (caseIdToManagerManagerIdMap.isEmpty()) { return; } // Query related ContentVersion records with SharingPrivacy = 'P' List<ContentDocumentLink> contentDocumentLinks = [SELECT ContentDocumentId, LinkedEntityId FROM ContentDocumentLink WHERE LinkedEntityId IN :caseIds]; Set<Id> contentDocumentIds = new Set<Id>(); for (ContentDocumentLink cdl : contentDocumentLinks) { contentDocumentIds.add(cdl.ContentDocumentId); } List<ContentVersion> contentVersions = [SELECT Id, ContentDocumentId, SharingPrivacy FROM ContentVersion WHERE ContentDocumentId IN :contentDocumentIds AND SharingPrivacy = 'P']; Map<Id, ContentVersion> contentDocumentIdToContentVersionMap = new Map<Id, ContentVersion>(); for (ContentVersion cv : contentVersions) { contentDocumentIdToContentVersionMap.put(cv.ContentDocumentId, cv); } // Fetch existing ContentDocumentLinks to avoid duplicates Map<Id, Set<Id>> managerManagerToContentDocumentMap = new Map<Id, Set<Id>>(); for (Id caseId : caseIdToManagerManagerIdMap.keySet()) { Id managerManagerId = caseIdToManagerManagerIdMap.get(caseId); if (managerManagerId != null) { managerManagerToContentDocumentMap.put(managerManagerId, new Set<Id>()); } } if (!managerManagerToContentDocumentMap.isEmpty()) { List<ContentDocumentLink> existingLinks = [SELECT ContentDocumentId, LinkedEntityId FROM ContentDocumentLink WHERE LinkedEntityId IN :managerManagerToContentDocumentMap.keySet() AND ContentDocumentId IN :contentDocumentIds]; for (ContentDocumentLink existingLink : existingLinks) { if (managerManagerToContentDocumentMap.containsKey(existingLink.LinkedEntityId)) { managerManagerToContentDocumentMap.get(existingLink.LinkedEntityId).add(existingLink.ContentDocumentId); } } } List<ContentDocumentLink> contentDocumentLinksToInsert = new List<ContentDocumentLink>(); for (Id caseId : caseIdToManagerManagerIdMap.keySet()) { Id managerManagerId = caseIdToManagerManagerIdMap.get(caseId); if (managerManagerId != null) { for (ContentDocumentLink cdl : contentDocumentLinks) { if (cdl.LinkedEntityId == caseId && contentDocumentIdToContentVersionMap.containsKey(cdl.ContentDocumentId)) { // Check if the link already exists if (!managerManagerToContentDocumentMap.get(managerManagerId).contains(cdl.ContentDocumentId)) { // Share the file with the manager's manager ContentDocumentLink newCdl = new ContentDocumentLink( ContentDocumentId = cdl.ContentDocumentId, LinkedEntityId = managerManagerId, ShareType = 'V'); contentDocumentLinksToInsert.add(newCdl); } } } } } if (!contentDocumentLinksToInsert.isEmpty()) { insert contentDocumentLinksToInsert; } } } write test class for this

  • @sharathrajendran7557
    @sharathrajendran7557 5 месяцев назад

    I have a webassessor account for Google cloud. How to create an account for webassessor Salesforce with same email

  • @sharathrajendran7557
    @sharathrajendran7557 5 месяцев назад

    I have a webassessor account for Google cloud. How to create an account for webassessor Salesforce with same email

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    Good information 👍🎉

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    Good information 🎉

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    Good information 🎉

  • @shivanandtotar4357
    @shivanandtotar4357 5 месяцев назад

    Good information 🎉

  • @Vaani-u6u
    @Vaani-u6u 5 месяцев назад

    overall good sir ..but can you provide the notes while we asking to them

  • @ranjithkumarkrishnan8160
    @ranjithkumarkrishnan8160 5 месяцев назад

    Very useful ❤

  • @AdityaKumar-ue9vw
    @AdityaKumar-ue9vw 5 месяцев назад

    Sir you're brilliant!!

  • @mdiqbalhayat5420
    @mdiqbalhayat5420 5 месяцев назад

    just wow

  • @AdityaKumar-ue9vw
    @AdityaKumar-ue9vw 6 месяцев назад

    Your teaching style is so cool! Woooo!! Keep up the great work!

  • @srujanajallu902
    @srujanajallu902 6 месяцев назад

    For those who are following the series and found 23rd video is missing : Video 23 : ruclips.net/video/RNQLK-cHU6A/видео.html&ab_channel=SalesforceStart

  • @rangurajeevkumar1694
    @rangurajeevkumar1694 6 месяцев назад

    Hi Sir, is this playlist enough to learn cpq?

  • @srujanajallu902
    @srujanajallu902 6 месяцев назад

    I tried product rules selection example. When I select US region, it works. But then when I change it to UK or IN, the rules shouldn't be applied right? But I could still see the US rule applied to it. I have even deactivated Option constraint rule. Can you please tell me what to do in this case.

  • @AdityaKumar-ue9vw
    @AdityaKumar-ue9vw 6 месяцев назад

    Fantastic Knowledge transfer!! Hat's off..

  •  7 месяцев назад

    Thanks for sharing CPQ knowledge Sir, Pls upload video 23

  • @nallapaneniram766
    @nallapaneniram766 7 месяцев назад

    very good

  • @nallapaneniram766
    @nallapaneniram766 7 месяцев назад

    thank you for the series.

  • @nallapaneniram766
    @nallapaneniram766 7 месяцев назад

    Nice explanation. thank you

  • @nallapaneniram766
    @nallapaneniram766 7 месяцев назад

    Nice explanation and example. thank you

  • @nallapaneniram766
    @nallapaneniram766 7 месяцев назад

    very good. thank you