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Salesforce Sales Cloud Consultant Certification Course
Introduction and Getting Started
Introduction and Getting Started
Signing Up for a Free Salesforce Account - Keep it For Life
Logging in to Salesforce and Switching Between Lightning and Classic
Downloading and Reviewing the Sales Cloud Consultant Exam Guide
Introduction and Getting Started Quiz
Industry Knowledge
Industry Knowledge Introduction
Sales Metrics and Factors that Influence Them
KPIs and Business Challenges
Common Sales Processes and Key Considerations
Practice Activity - Industry Knowledge Trailhead Units
Industry Knowledge Quiz
Implementation Strategies
Implementation Strategies Introduction
Scenarios and Successful Consulting Engagement Phases
Planning Phase of Consulting Engagements
Requirements Gathering Phase of Consulting Engagements
Designing Phase of Consulting Engagements
Building Phase of Consulting Engagements
Testing Phase of Consulting Engagements
Documentation Phase of Consulting Engagements
Sales Deployment Considerations
Measuring the Success of a Sales Cloud Implementation Project
Practice Activity - Implementation Strategies Trailhead Units
Implementation Strategies Quiz
Sales Cloud Solution Design
Sales Cloud Solution Design Introduction
Designing an End-to-End Sales Process
It All Begins with a Lead in the Sales Process
Lead Processes and Lead Qualification Stages
Lead Field Mapping
The Lead Conversion Process - an Opportunity is Born (and Contact and Account)
Analyzing Customer Requirements to Determine Appropriate Solution Design
Implementing Quotes
Validation Rules and the Sales Process
Automation Tools and the Sales Process
Exam Guide Sample Test Question #2
Configure, Price, Quote
Account Teams
Opportunity Teams
Enterprise Territory Management Capabilities and Use Cases
Implementing Orders in Salesforce
Sales Process Capabilities of Salesforce Mobile
Sales Process Use Cases of Salesforce Mobile
Sales Process Design Considerations of Salesforce Mobile
Practice Activity - Sales Cloud Solution Design Trailhead Units
Sales Cloud Solution Design Quiz
Marketing and Leads
Marketing and Leads Introduction
Marketing Capabilities in the Sales Process
Lead Scoring and Lead Qualification
Managing Lead Data Quality
Practice Activity - Marketing and Leads Trailhead Units
Marketing and Leads Quiz
Account and Contact Management
Account and Contact Management Introduction
Activating Social Accounts and Contacts
Account and Contact Ownership and Visibility Considerations
Sharing Rules – When To Use Them, and Why
Exam Guide Sample Test Question #3
Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules
Implementing Account Hierarchy and Its Impact
Data.com for Data Enrichment
Implementing Person Accounts
Practice Activity - Account and Contact Management Trailhead Units
Account and Contact Management Quiz
Opportunity Management
Opportunity Management Introduction
Implementing Multiple Sales Processes
Sales Stages, Forecasts and Pipeline
Exam Guide Sample Test Question #1
Introducing Assets
Price Books and Opportunities
Opportunity Product Line Items
Product Scheduling and Opportunities
Quotes and Opportunities
Contracts
Campaigns and Opportunities
Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities
Collaborative Forecasting
Multiple-Currency Impact on Opportunities
Exam Guide Sample Test Question #4
Practice Activity - Opportunity Management Trailhead Units
Opportunity Management Quiz
Sales Productivity
Sales Productivity Introduction
Enabling and Measuring Sales Productivity and Adoption
Email Tools for Salesforce
Enabling and Setting Up a Path on Opportunities
Collaborating in the Sales Process Using Chatter
Salesforce CRM Content and Chatter Files in the Sales Process
Work.com and Sales Productivity
Quip
Einstein in Sales Cloud
Mobile Solutions for Sales Productivity
Practice Activity - Sales Productivity Trailhead Units
Sales Productivity Quiz
Communities and Site Management
Communities and Site Management Introduction
Implementing Communities
Exam Guide Sample Test Question #5
Implementing Ideas
Force.com Sites
Practice Activity - Communities and Site Management Trailhead Units
Communities and Site Management Quiz
Sales Cloud Analytics
Sales Cloud Analytics Introduction
Sales Reports
Report Filters, Sharing Rules, Teams and Visibility
Sales Dashboards
Sales Reporting Snapshots
Practice Activity – Sales Cloud Analytics Trailhead Units
Sales Cloud Analytics Quiz
Integration and Data Management
Integration and Data Management Introduction
Common Sales Cloud Integrations
Sales Cloud Data Migration
Enabling Deferred Sharing
Large Data and Transaction Volumes
Practice Activity - Integration and Data Management Trailhead Units
Integration and Data Management Quiz
Next Steps
Next Steps Introduction
Test Taking Strategies - Improve Your Odds of Passing the First Time
Taking the Exam – Online vs. On-site
Registering for the Sales Cloud Consultant Certification Exam
Final Thoughts and a Word of Thanks
Bonus Lecture: Promo Codes / Website / Facebook Group / LinkedIn and More
Implementing Person Accounts
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