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Prerequisite: Salesforce Administrator

Administrator is a prerequisite for Sales Cloud Consultant. This trailmix only consists of topics above and beyond the Admin trailmix.

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Sales Cloud Consultant Exam Overview

Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

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Sales Lifecycle

Exam Weight 23%

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Get Started with Sales Cloud Implementation Guide

Trailblazer Community Documentation

~1 hr 30 mins
+200 points
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User Adoption Metrics

Discover tools for tracking end user adoption of Salesforce.

~10 mins
+200 points
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Sales Performance Strategies

Set performance goals and incentivize sales teams through strategic sales operations.

~15 mins
+200 points
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Sales Cloud Rollout Strategy

Create a blueprint for a successful Sales Cloud implementation.

~15 mins
+1,200 points
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Leads and Opportunities

Learn to power your sales process with leads and opportunities in Salesforce.

~1 hr 10 mins
+300 points
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Lead Generation in Account Engagement

Grow your business with lead generation.

~25 mins
+300 points
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Sales Cloud Basics

Grow your business, boost productivity, and make smart decisions with Sales Cloud.

~15 mins
+400 points
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Sales Engagement Basics

Boost inside sales productivity and manage for success with Sales Engagement.

~25 mins
+200 points
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Salesforce Maps Basics

Learn how to visualize and optimize your location data with Salesforce Maps.

~15 mins
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Forecast Rollup Methods in Collaborative Forecasts

Salesforce Help Docs

~5 mins
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Using Multiple Business Processes

Salesforce PDF

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Calculate Opportunity Win and Loss Percentage in a Report

Salesforce Knowledge Article

~5 mins
+700 points
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Create Reports and Dashboards for Sales and Marketing Managers

Track key business information for your stakeholders with reports and dashboards.

~1 hr 40 mins
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Prepare Reporting Snapshots

Salesforce Help Docs

~5 mins
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Implementation Strategies

Exam Weight 15%

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What is Change Management

Salesforce Blog

~10 mins
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9 Sales KPIs Every Sales Team Should Be Tracking

Salesforce Blog

~10 mins
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Resilient

Salesforce Architects Well-Architected article

~45 mins
+100 points
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DevOps Center: Quick Look

Establish modern DevOps best practices with a centralized, point-and-click interface.

~5 mins
+300 points
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Org Development Model

Manage change with Salesforce DX tools and source control.

~30 mins
+500 points
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Salesforce Adoption Strategies

Get your sales reps using Salesforce to succeed.

~35 mins
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Einstein Lead Scoring

Salesforce Help Docs

~5 mins
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Practical Application of Sales Cloud Expertise

Exam Weight 33%

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Contacts to Multiple Accounts

Salesforce Help Docs

~5 mins
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Considerations for Using Person Accounts

Salesforce Help Docs

~10 mins
+300 points
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Lead Qualification with Scoring and Grading

Create a comprehensive lead qualification model with scoring and grading.

~30 mins
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Collaborative Forecasts Implementation Guide

Salesforce Collaborative Forecasts Implementation Guide

~40 mins
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Outlook and Gmail Integration

Salesforce Help Docs

~5 mins
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Set Up the Salesforce Mobile App

Salesforce Help Docs

~5 mins
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Salesforce Mobile App Action Bar

Salesforce Help Docs

~5 mins
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Enable Salesforce for Slack Integrations

Salesforce Help Docs

~5 mins
+200 points
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Sales Team Collaboration

Use Salesforce collaboration tools to sell as a team.

~15 mins
+500 points
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Protect Your Data in Salesforce

Secure your Salesforce org by controlling login and data access for users.

~1 hr 5 mins
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Sharing Settings

Salesforce Help Docs

~5 mins
+600 points
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Accounts and Contacts

Discover how accounts and contacts work together in Salesforce.

~30 mins
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Considerations for Removing Products and Price Books

Salesforce Help Docs

~5 mins
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About Advanced Currency Management

Salesforce Help Docs

~5 mins
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Considerations for Enabling Multiple Currencies

Salesforce Help Docs

~5 mins
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Campaign Influence

Trailblazer Help Documentation

~10 mins
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Considerations for Setting Up Sales Cloud Einstein

Salesforce Help Docs

~5 mins
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Things to Know About Quote Templates

Salesforce Help Docs

~5 mins
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Forecast Types in Collaborative Forecasts

Salesforce Help Docs

~10 mins
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Consulting Practices

Exam Weight 14%

+400 points
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Project Management Essentials

Learn from Walden University how project management methodologies are put into practices.

~40 mins
+200 points
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User Story Creation

Discover the importance of user stories and learn how to write them.

~15 mins
+300 points
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Project Management Plan Lite

Use this project management template to set your customer up for success.

~15 mins
+500 points
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Customer-Centric Discovery Strategies

Learn customer goals and challenges to build the best strategy for their business.

~25 mins
+400 points
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Alignment as a Strategic Craft

Learn how to achieve alignment during the design process.

~45 mins
+300 points
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Innovation Customer Discovery

Learn tactics for rapid research that will help you better understand your customers.

~1 hr 5 mins
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Data Management

Exam Weight 15%

+700 points
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Data Quality

Discover strategies for assessing and improving the quality of your data in Salesforce.

~1 hr
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Migrate Data From One Organization to Another

Salesforce Knowledge Article

~5 mins
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When to Use Data Loader

Salesforce Developer article

~5 mins
+400 points
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Large Data Volumes

Plan for and work with large data volumes within Salesforce.

~1 hr 20 mins
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Set Up Leads

Salesforce Help Docs

~5 mins
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Record-Level Locking

Salesforce Developers article

~5 mins
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Ownership Data Skew

Salesforce Developers article

~5 mins
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Defer Sharing Calculation

Salesforce Developers article

~5 mins
+600 points
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Duplicate Management

Resolve and prevent duplicate records to increase user confidence in your data.

~50 mins