Course description

This guide is addressed to AWS Authorized Training Partner (ATP) Managers and Operations. It outlines how to manage Channel forecasting in SFDC Lightning by going through the process from A to Z. The training will cover, but is not limited to, creation of forecasting opportunities, adding product items, changing status, updating opportunities, and the sharing of best practices. At the end of the course, you will be able to create forecasting opportunities for ATPs in SFDC and manage them through their stages.

• Course level: N/A
• Duration: 45 minutes

Activities

This course includes presentations and assessments.

Course objectives

In this course, you will learn to:

• Create and update ATP forecasting opportunities in SFDC.
• Create and update ATP forecasting opportunities in SFDC with a discount.
• Manage ATP forecasting opportunities through their stages.
• View and access ATP forecasting opportunities from the dedicated SFDC Dashboards.

Intended audience

This course is intended for:

• EMEA ATP Managers
• EMEA ATP Operations

Prerequisites

We recommend that attendees of this course have:

• Access to SFDC Lightning.
• Basic knowledge of forecasting.

Course outline

Lesson 1: Getting started

Lesson 2: Gather your ATP forecast

Lesson 3: How to create a new opportunity

Lesson 4: How to add products (E-Kits and students)

Lesson 5: How to modify existing products (E-Kits and students)

Lesson 6: How to reflect discounted kits

Lesson 7: How to create a new opportunity: Clone it!

Lesson 8: How/When to change stages within opportunity

Lesson 9: How to use ATP Manager Dashboard in SFDC

Lesson 10: Knowledge check

Lesson 11: Course wrap-up