Salesforce Sales Cloud Consultant Certification Course

Course Curriculum

Chapter 1: Introduction and Getting Started

Lecture 1: Introduction and Getting Started

Lecture 2: Signing Up for a Free Salesforce Account – Keep it For Life

Lecture 3: Logging in to Salesforce and Switching Between Lightning and Classic

Lecture 4: Reviewing the Sales Cloud Consultant Exam Guide

Chapter 2: Industry Knowledge

Lecture 1: Industry Knowledge Introduction

Lecture 2: Sales Metrics and Factors that Influence Them

Lecture 3: KPIs and Business Challenges

Lecture 4: Common Sales Processes and Key Considerations

Lecture 5: Practice Activity – Industry Knowledge Trailhead Units

Chapter 3: Implementation Strategies

Lecture 1: Implementation Strategies Introduction

Lecture 2: Scenarios and Successful Consulting Engagement Phases

Lecture 3: Planning Phase of Consulting Engagements

Lecture 4: Requirements Gathering Phase of Consulting Engagements

Lecture 5: Designing Phase of Consulting Engagements

Lecture 6: Building Phase of Consulting Engagements

Lecture 7: Testing Phase of Consulting Engagements

Lecture 8: Documentation Phase of Consulting Engagements

Lecture 9: Sales Deployment Considerations

Lecture 10: Measuring the Success of a Sales Cloud Implementation Project

Lecture 11: Practice Activity – Implementation Strategies Trailhead Units

Chapter 4: Sales Cloud Solution Design

Lecture 1: Sales Cloud Solution Design Introduction

Lecture 2: Designing an End-to-End Sales Process

Lecture 3: It All Begins with a Lead in the Sales Process

Lecture 4: Lead Processes and Lead Qualification Stages

Lecture 5: Lead Field Mapping

Lecture 6: The Lead Conversion Process – an Opportunity is Born (and Contact and Account)

Lecture 7: Analyzing Customer Requirements to Determine Appropriate Solution Design

Lecture 8: Implementing Quotes

Lecture 9: Validation Rules and the Sales Process

Lecture 10: Automation Tools and the Sales Process

Lecture 11: Exam Guide Sample Test Question #2

Lecture 12: Configure, Price, Quote

Lecture 13: Account Teams

Lecture 14: Opportunity Teams

Lecture 15: Enterprise Territory Management Capabilities and Use Cases

Lecture 16: Implementing Orders in Salesforce

Lecture 17: Sales Process Capabilities of Salesforce Mobile

Lecture 18: Sales Process Use Cases of Salesforce Mobile

Lecture 19: Sales Process Design Considerations of Salesforce Mobile

Lecture 20: Practice Activity – Sales Cloud Solution Design Trailhead Units

Chapter 5: Marketing and Leads

Lecture 1: Marketing and Leads Introduction

Lecture 2: Marketing Capabilities in the Sales Process

Lecture 3: Lead Scoring and Lead Qualification

Lecture 4: Managing Lead Data Quality

Lecture 5: Practice Activity – Marketing and Leads Trailhead Units

Chapter 6: Account and Contact Management

Lecture 1: Account and Contact Management Introduction

Lecture 2: Activating Social Accounts and Contacts

Lecture 3: Account and Contact Ownership and Visibility Considerations

Lecture 4: Sharing Rules – When To Use Them, and Why

Lecture 5: Exam Guide Sample Test Question #3

Lecture 6: Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules

Lecture 7: Implementing Account Hierarchy and Its Impact

Lecture 8: Implementing Person Accounts

Lecture 9: Practice Activity – Account and Contact Management Trailhead Units

Chapter 7: Opportunity Management

Lecture 1: Opportunity Management Introduction

Lecture 2: Implementing Multiple Sales Processes

Lecture 3: Sales Stages, Forecasts and Pipeline

Lecture 4: Exam Guide Sample Test Question #1

Lecture 5: Introducing Assets

Lecture 6: Price Books and Opportunities

Lecture 7: Opportunity Product Line Items

Lecture 8: Product Scheduling and Opportunities

Lecture 9: Quotes and Opportunities

Lecture 10: Contracts

Lecture 11: Campaigns and Opportunities

Lecture 12: Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities

Lecture 13: Collaborative Forecasting

Lecture 14: Multiple-Currency Impact on Opportunities

Lecture 15: Exam Guide Sample Test Question #4

Lecture 16: Practice Activity – Opportunity Management Trailhead Units

Chapter 8: Sales Productivity

Lecture 1: Sales Productivity Introduction

Lecture 2: Enabling and Measuring Sales Productivity and Adoption

Lecture 3: Email Tools for Salesforce

Lecture 4: Enabling and Setting Up a Path on Opportunities

Lecture 5: Collaborating in the Sales Process Using Chatter

Lecture 6: Salesforce CRM Content and Chatter Files in the Sales Process

Lecture 7: Work.com and Sales Productivity

Lecture 8: Quip

Lecture 9: Einstein in Sales Cloud

Lecture 10: Mobile Solutions for Sales Productivity

Lecture 11: Practice Activity – Sales Productivity Trailhead Units

Chapter 9: Communities and Site Management

Lecture 1: Communities and Site Management Introduction

Lecture 2: Implementing Communities