Salesforce Opp Updates 20250825 123943 Meeting Recording

Okay, so this video is to show you some of the updates we've made to Salesforce to support the new product offerings across DAC and IoT.

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Okay, so this video is to show you some of the updates we've made to Salesforce to support the new product offerings across DAC and IoT.

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As you can see, I'm in Salesforce right now. I'm looking at all the opportunities and I'm going to start by creating a new opportunity.

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I'll click the new button here. The first thing you'll notice is that now you are asked to select from one of four opportunity types.

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Previously, or currently, it's only two. Now it is four and it reflects the four different product lines that we are offering.

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So at the top and by default, it will always select mobility. But then underneath you have DAC/networks, any obviously DAC related opportunities, IoT and then UC.

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Importantly, please make sure you only have each opportunity only contains products relating to the opportunity type that you select on the screen.

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We cannot mix and match products from different product types on the same opportunity.

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Okay, I'm going to select DAC and use that as an example and I'll click next.

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Like normal, you're going to be asked to enter some basic information about this opportunity.

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We have taken advantage of the work to just tidy up the screen.

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So you'll notice the required fields are all at the top here.

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So you don't need to scroll down and find the specific fields anymore. So I'm just going to put an example in here.

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So opportunity name, I'll say BHPS Telstra SD-WAN link.

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A closed date just like normal.

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The account, so again, just like normal.

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The type again, nothing has changed here. So continue to use these as you normally would.

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The stages remain the same. So again, select what is most appropriate.

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Nothing has changed with broadcast status. So we'll say pipeline and likewise with lead source.

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Where we have made a change is with the channel field. So previously there was quite a number of different options here.

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We've simplified this right down so that you only have to select from either direct or Telstra.

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In this case, we'll select Telstra. But if it wasn't Telstra, then it will be direct.

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Okay, I've populated all the required fields so I can hit save.

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Which point our opportunity has been created.

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As you can see, the look and feel is all the same. So really the only changes so far is the additional opportunity types that you must select from and the change to the channel field.

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When it comes to adding products to your opportunity, like always, you go over here to the products component, choose a price book.

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Now by default, it's like the deck here. Now much like the opportunity type, whereas historically we've only had two price books that you would use, the mobility price book and the UC/DAQ price book, we now have four price books.

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Again, associated with each of the product categories that we have defined.

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So a mobility price book, a UC price book, a DAQ price book and an IoT price book.

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So just to quickly show you, IoT, UC and we want to use, because we're doing a DAQ opportunity, I'm going to select the DAQ price book.

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We'll hit save. And then again, just like you would currently, you can select edit all, at which point you then come into your product basket where you can select from the list of products.

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Now with the UC, DAQ and IoT price books, they all have the same set of products.

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We've effectively copied what originally was a UC and DAQ price book and created three flavors, three versions I should say, all with the exact same product.

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So nothing really changes here. How you would create a DAQ opportunity last month will remain the same this month as far as how you would select and edit the product.

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So I'll select Telstra Complex Data Coms.

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Let's say it's worth $5,000. There's one.

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So it's a 24 month term. It's 100% margin, 100% incremental business to us.

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And we'll say Telstra SD-WAN link.

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Scrolling across for the invoicing method. Now we have left all of these in place.

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Down the track, we will tidy these up so that you only see what is relevant to the particular price book and type of opportunity you're working on, but that requires a bit more work.

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So for now we've left these as is. So again, just select as per you do today, Telstra Commissions, and I'll hit save.

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Now I'll add that product to the opportunity, which now has a value of $5,000.

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The other thing that we have done as part of this work is we've made a couple of changes to the account record in how you can capture information relevant to the account, specific to our voice vendor models.

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So if I come here, give me the option to edit.

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Bear with me. I'm not going to edit this.

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Okay we'll end the demo there. We'll come back and we'll show those other fields at another time.

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Sorry. Actually, I've got BHP open in another tab.

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That's probably why. Yep, here we go. Okay, so I'm in the BHP account name. I've already clicked edit.

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So as you can see, the fields are editable. And looking and scrolling down, we've got the voice vendor model pick list.

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So we've just added a range of additional options now, some of the more common cloud options like 8x8, GoToConnect, as well as some of the older ones that we've dealt with for quite a while.

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And then scrolling further down under the... Yes, here we go.

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Under the data section, you'll notice we've just updated the label slightly where it used to say WAN.

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We've now called it WAN/SD-WAN-TECH and we've just updated the available options, again reflecting the type of products that we see out there in the market.

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And that's everything. So we will convert this into a training guide and that will hopefully help you adjust to some of these changes.