Create Custom Price Books

Assignment Help Other Subject

Reference no: EM133055055

U31218 Customer Experience Management - University of Portsmouth

Individual Projects

Learning outcome 1: Develop practical skills of using CRM tool (e.g. Salesforce) for effective customer experience management.

Assessment Aim

This Assessment aims to let students present and build multiple workflows and business processes in Salesforce CRM. These projects assessment will benefit student to apply the practical knowledge learned throughout the semester.

ASSESSMENT PROJECTS

Project 1: Customize a Sales Path for Your Team
Guide your reps during the sales process and make them more productive.

1. Customize a Sales Path

2. Customize Opportunity Stages

3. Work with Opportunities in the Kanban View

Project 2: Manage Products, Prices, Quotes, and Orders

Use price books to help your sales team track key details for all their deals.

1. Create and Customize Products

2. Create Custom Price Books

3. Create an Opportunity and Add Products to It

4. Control Access to Price Books and Products

5. Create Multiple Quotes

6. Create an Order with Products

Project 3: Sales Cloud Einstein

Log your activities, target the right leads, and close more deals with AI for sales.
1. Increase Sales Productivity

2. Automate Sales Activities

3. Target the Best Leads

4. Close More Deals

5. Connect with Your Customers and Create New Business

6. Improve Sales Predictions

HOW TO SET UP SALESFORCE CRM PORTAL FOR ASSESSMENT PROJECTS

- After consolidation week face-to-face lab session to set up a Salesforce CRM portal (Trailhead Playground) for the assessment projects.

Project 1:

- Badge earned: if you earn a badge, you will get full marks.
- If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.

Project 2:

- Badge earned: if you earn a badge, you will get full marks.
- If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.

Project 3:

- Badge earned: if you earn a badge, you will get full marks.
- If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.

You have to complete all three projects on Salesforce Trailhead Playground. Once you complete each project, system will generate a badge and points earned for each project. Students will submit a word document on Assessment 1 drop box.

Attachment:- Projects Assessment.rar

Reference no: EM133055055

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