Overview
Who should take this course?
This course is designed for anyone who is actively preparing to earn their Sales Cloud Consultant credential. Students should hold the Salesforce Administrator credential and have at least one year of experience using Salesforce, working with sales processes, and implementing customer-facing Sales Cloud solutions. They should feel comfortable with all concepts covered in the Salesforce Certified Sales Cloud Consultant Exam Guide.
Please note: This course includes a voucher for the Salesforce Sales Cloud Consultant certification exam.
When you complete this course, you will be able to:
- Recall exam objectives.
- Discuss product features and functionality covered on the exam.
- Assess your exam readiness by answering practice questions.
Lessons and Topics
Introduction and Overview
- Conduct Introductions
- Review Exam Objectives
- Follow Sales Cloud Fast Path
- Discuss Implementation Strategies
- Understand the Value of Business Analysis
Account and Contact Management
- Describe Accounts and Contacts
- Define Enterprise Territory Management
- Determine Account Access
Campaign and Lead Management
- Understand Campaign Influence
- Outline the Campaign Lifecycle
- Convert Leads
- Assess Lead Data Quality
- Report on Leads
Opportunity Management
- Follow Custom Paths
- Plan Product Schedules
- Organize Products, Price Books, and Quotes
- Conduct Advanced Currency Management
Forecasting
- Generate Collaborative Forecasts
- Conduct Historical Trend Reporting
- Build Custom Report Types
- Design Reporting Snapshots
- Analyze Project Success
Sales Productivity
- Assess Sales Productivity Features
- Integrate with Outlook
- Work with Gmail
- Navigate the Lightning Sales Console
- Familiarize Yourself with Salesforce Mobile
- Collaborate with Chatter
- Track Email Opens
- Boost Sales Productivity with Quip and Enhanced Notes
Integration and Data Management
- Follow Data Migration Steps and Tools
- Handle Large Data Volumes
- Determine Integration Options
- Capture External IDs
- Harness Skinny Tables
- Improve Report Performance
Practice Exam