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Design an Inventory Management Solution | Salesforce Trailhead. Learning Objectives. After completing this unit, you’ll be able to: Define the term asset. Explain how different teams use asset data to sell, market, and provide customer service. Track Assets and Support a Distributed Field Operation.
Learn to create a database model like a Salesforce Architect. Best practices, considerations, and limitations you need to be aware of. 4+ hours of instructor-led videos. Tutorials with examples. 26 exercises. Additional recommended resources. Exercises to Test Your Knowledge. Course Overview. Lessons & Topics. Written Lessons + Videos.
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Feb 7, 2024 · Inventory data model design: Design a data model that captures key inventory-related information, such as product details, stock levels, warehouse locations, and transaction history. Customization and configuration : Configure Salesforce objects, fields, and workflows to align with the organization’s specific inventory management requirements.
Here are the steps to set up inventory management. Create an Inventory Control Template. To define the properties of an inventory including its unit of measure, and whether the inventory is relevant to manufacturers or customers, create inventory control template records. To create an inventory or a quota for a product by using a specific ...
Jan 25, 2024 · Commerce. What Is Inventory Management? Real-Time Visibility and Other Techniques. Proper inventory management allows companies to keep track of all their products as they’re received, stocked, ordered, and shipped. The complete guide to inventory management — from the warehouse to the customer’s hands. Lauren Wallace. January 25, 2024 13 min read.
Data attribute types help control how the application processes the data. For example, use integers for product inventory counts, because merchants don’t sell partial products. The money data type (another example) pays close attention to how localized currency is processed.
Create an inventory transaction template. Create an inventory record. Create an inventory transaction. Explore Inventory Management. Inventory management involves tracking inventory and managing orders in the stock. Sales managers such as Gustavo can use inventory management to manage inventory movement or product stock.
