In this training video, you'll learn how to create a sample request in Salesforce, providing a smooth and independent alternative to the traditional SAP process. Starting from your Salesforce dashboard, we guide you step-by-step through navigating to an opportunity, selecting products, and creating a new sample order using a predefined template. You'll see how to review and save your draft order, then submit it for approval. The video explains the automated approval workflow based on your user profile and order value, ensuring compliance and control. Once approved, Salesforce seamlessly creates the corresponding SAP order and links it back for full visibility. This easy-to-follow guide helps streamline your sales operations and improve efficiency. Thank you for watching!
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Discover how Salesforce AI Agentforce can transform your sales process by providing instant, clear summaries of your client accounts. This quick training video shows you how to save time and work smarter by getting a concise overview of your client's history, opportunities, recent interactions, and
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