Summary

In this chapter, we learned about the out-of-the-box functionality available to generate and manage Quotes, capture Contracts, and track Orders in Sales Cloud. With Quotes, we learned about the unique relationship they have with Opportunities and their ability to generate and send pdf Quotes to customers. For Contracts, we learned about how you can capture the roles that people have in process but that it doesn’t provide the functionality to manage the full creation process. With Orders, we learned that this Object, along with Order Line Items, is typically an integration point with other systems. Where Orders are managed in Sales Cloud, there are Org-wide settings that allow you to control the type of Orders that Users can create – for example, reduction Orders.

We also learned about Custom Objects that allow you to capture data to support processes that are not included in Sales Cloud as standard or that are unique to your business.

In the next chapter...