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Salesforce Sales Cloud Consultant Certification Course
Introduction and Getting Started
Introduction and Getting Started (0:53)
Signing Up for a Free Salesforce Account - Keep it For Life (2:48)
Logging in to Salesforce and Switching Between Lightning and Classic (2:26)
Downloading and Reviewing the Sales Cloud Consultant Exam Guide (5:28)
Introduction and Getting Started Quiz
Industry Knowledge
Industry Knowledge Introduction (1:14)
Sales Metrics and Factors that Influence Them (12:50)
KPIs and Business Challenges (12:07)
Common Sales Processes and Key Considerations (10:23)
Practice Activity - Industry Knowledge Trailhead Units
Industry Knowledge Quiz
Implementation Strategies
Implementation Strategies Introduction (1:20)
Scenarios and Successful Consulting Engagement Phases (11:07)
Planning Phase of Consulting Engagements (9:51)
Requirements Gathering Phase of Consulting Engagements (12:07)
Designing Phase of Consulting Engagements (4:18)
Building Phase of Consulting Engagements (13:00)
Testing Phase of Consulting Engagements (3:29)
Documentation Phase of Consulting Engagements (4:20)
Sales Deployment Considerations (12:06)
Measuring the Success of a Sales Cloud Implementation Project (8:00)
Practice Activity - Implementation Strategies Trailhead Units
Implementation Strategies Quiz
Sales Cloud Solution Design
Sales Cloud Solution Design Introduction (1:45)
Designing an End-to-End Sales Process (7:43)
It All Begins with a Lead in the Sales Process (5:42)
Lead Processes and Lead Qualification Stages (7:55)
Lead Field Mapping (6:51)
The Lead Conversion Process - an Opportunity is Born (and Contact and Account) (4:59)
Analyzing Customer Requirements to Determine Appropriate Solution Design (7:41)
Implementing Quotes (3:50)
Validation Rules and the Sales Process (8:39)
Automation Tools and the Sales Process (10:28)
Exam Guide Sample Test Question #2 (5:10)
Configure, Price, Quote (8:48)
Account Teams (6:52)
Opportunity Teams (2:36)
Enterprise Territory Management Capabilities and Use Cases (7:32)
Implementing Orders in Salesforce (9:11)
Sales Process Capabilities of Salesforce Mobile (8:37)
Sales Process Use Cases of Salesforce Mobile (6:16)
Sales Process Design Considerations of Salesforce Mobile (5:18)
Practice Activity - Sales Cloud Solution Design Trailhead Units
Sales Cloud Solution Design Quiz
Marketing and Leads
Marketing and Leads Introduction (0:41)
Marketing Capabilities in the Sales Process (8:13)
Lead Scoring and Lead Qualification (7:26)
Managing Lead Data Quality (7:17)
Practice Activity - Marketing and Leads Trailhead Units
Marketing and Leads Quiz
Account and Contact Management
Account and Contact Management Introduction (1:45)
Activating Social Accounts and Contacts
Account and Contact Ownership and Visibility Considerations (13:46)
Sharing Rules – When To Use Them, and Why (12:37)
Exam Guide Sample Test Question #3 (8:14)
Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules (15:39)
Implementing Account Hierarchy and Its Impact (7:30)
Data.com for Data Enrichment (12:18)
Implementing Person Accounts (4:18)
Practice Activity - Account and Contact Management Trailhead Units
Account and Contact Management Quiz
Opportunity Management
Opportunity Management Introduction (3:25)
Implementing Multiple Sales Processes (14:53)
Sales Stages, Forecasts and Pipeline (9:15)
Exam Guide Sample Test Question #1 (2:05)
Introducing Assets (8:16)
Price Books and Opportunities (2:14)
Opportunity Product Line Items (9:27)
Product Scheduling and Opportunities (8:05)
Quotes and Opportunities (6:10)
Contracts (8:21)
Campaigns and Opportunities (9:11)
Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities (7:44)
Collaborative Forecasting (8:38)
Multiple-Currency Impact on Opportunities (26:36)
Exam Guide Sample Test Question #4 (1:57)
Practice Activity - Opportunity Management Trailhead Units
Opportunity Management Quiz
Sales Productivity
Sales Productivity Introduction (1:31)
Enabling and Measuring Sales Productivity and Adoption (2:55)
Email Tools for Salesforce (11:07)
Enabling and Setting Up a Path on Opportunities (10:43)
Collaborating in the Sales Process Using Chatter (5:52)
Salesforce CRM Content and Chatter Files in the Sales Process
Work.com and Sales Productivity (5:43)
Quip (3:23)
Einstein in Sales Cloud (5:47)
Mobile Solutions for Sales Productivity (19:24)
Practice Activity - Sales Productivity Trailhead Units
Sales Productivity Quiz
Communities and Site Management
Communities and Site Management Introduction (1:18)
Implementing Communities (17:20)
Exam Guide Sample Test Question #5 (3:49)
Implementing Ideas (9:00)
Force.com Sites (4:20)
Practice Activity - Communities and Site Management Trailhead Units
Communities and Site Management Quiz
Sales Cloud Analytics
Sales Cloud Analytics Introduction (0:34)
Sales Reports (6:16)
Report Filters, Sharing Rules, Teams and Visibility (8:30)
Sales Dashboards (8:09)
Sales Reporting Snapshots (3:37)
Practice Activity – Sales Cloud Analytics Trailhead Units
Sales Cloud Analytics Quiz
Integration and Data Management
Integration and Data Management Introduction (0:48)
Common Sales Cloud Integrations (13:48)
Sales Cloud Data Migration (5:32)
Enabling Deferred Sharing (2:18)
Large Data and Transaction Volumes (4:13)
Practice Activity - Integration and Data Management Trailhead Units
Integration and Data Management Quiz
Next Steps
Next Steps Introduction (0:52)
Test Taking Strategies - Improve Your Odds of Passing the First Time (5:30)
Taking the Exam – Online vs. On-site (10:29)
Registering for the Sales Cloud Consultant Certification Exam (5:20)
Final Thoughts and a Word of Thanks (0:43)
Bonus Lecture: Promo Codes / Website / Facebook Group / LinkedIn and More
Next Steps Introduction
In this introductory lecture, I prepare you for the final lectures in this course.
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