Introduction to Sales Cloud objects: Quote, Order and Contracts and their use cases

I briefly talk about the Quote to Cash process, here is the blog that digs more into this topic: www.salesforce.com/products/c...
Salesforce help doc: help.salesforce.com/s/article...
Link to simplified ERD: miro.com/app/board/o9J_ko_awtE=/
This is also super useful for Sales Cloud certification. Let me know if you have more questions!

[@dharmeshrana7548]

Hey Pratima, Wonderful video on Order management stuff especially on Sales cloud. This is one of the rare videos I found on youtube. Especially, Order management is generally found on Commerce cloud and CPQ package and the new aspirants can not practice on Sales cloud. This simplifies the process with respect to Standard objects like Quote, Order, and Contract. I would also like to see what are plausible Use cases to use the automation tools like Flow on these objects.

[@BrynHaydock]

Hi, can you explain how to create the flow to automatically populate the products from the quote onto the order?

[@magdalenelawson]

Hi ,is there a way to create a dynamic template with merge fields for when sending email quotes, so I do not have to enter Subject or email body each time.If yes, is it possible to attach the PDF to the email template. Currently when I add a template it overrides the send email quote which removes the PDF Quote.

[@mohitk4683]

Hi Pratima, I had one request. Can u please similarly, like the above video, do a life cycle video for Sales Cloud & CPQ in 2 different videos. Please. Your above video helped me a lot. Would really be very helpful if you fulfill my small request.

[@alexandermurzin883]

Hey Pratima,, a quick question: is the demo in a standard salesforce environment or CPQ?

[@timcrotty9780]

Pratima you crushed this. Super helpful!

[@sumitabasu8788]

Thanks, this is very helpful

[@brioquery]

Excellent video.

[@alfiaquadri5270]

very helpful. I like how you explain. Thanks

[@atioar2214]

Amazing!

[@venkobaraojujaray7069]

When "Contracted" check box is checked on Order or Opportunity, Contract is created automatically, if they have subscription products.

[@user-pu9nk6gt1m]

Hey Pratima, Thank you for sharing your knowledge on us which is really helpful.

[@venkobaraojujaray7069]

You can "Sync" quote and related Opportunity by checking "Sync" check box on the quote. If this checked, you can add lines the either Quote or Opportunity; and the quote the other object gets updated accourdingly; mainting the syn.