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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
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Author (1)
Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Orders and Order Line Items

In this section, we will look at the capabilities of Sales Cloud for capturing placed orders and managing them through a process. Then, we’ll explore some key considerations and what happens in practice.

These objects are commonly used as an integration point between front- and back-office systems, such as to connect your Sales Cloud instance with an enterprise resource planning (ERP) tool that is hosted elsewhere.

Sales Cloud capabilities

These Objects have the same parent-child structure that we see with Opportunity and Opportunity Products and Quotes and Quote Line Items, with a header parent record and child records that capture the individual products and services.

Order

The Order Object captures the headline details of what a customer has purchased. If Opportunity Products are also used, then Order Line Items can be set up to enable a corresponding set of Order Line Items to be created. In this case, the Order record acts as a...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643
© 2024 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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