Course Content
1.0 Introduction
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3 Topics
CertifyCRM.com Study Guide
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Salesforce Official Exam Guide
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CertifyCRM.com Sales Cloud Trailmix
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2.0 Project Outline
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3 Topics
Customer Background
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Pain Points to Address
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Project Stages
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3.0 Implementation Strategy
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3 Topics
1 Quiz
Plan and deliver Sales Cloud
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Trailhead: Sales Cloud Rollout Strategy
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Get Started with Sales Cloud Implementation
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Quiz: Implementation Strategy
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Version 1.0 Getting Started
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13 Topics
1 Quiz
Overview of release version 1.0
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Create a new Salesforce environment (Dev org)
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Configure Company Information
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Configure User Interface Settings
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Setup State and Country/Territory Picklists
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Configure an App and upload your logo
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Enable Multicurrency
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Enable Person Accounts for retail customers
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Create a Role Hierarchy
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Create User Profiles
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Create new user accounts
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Configure the Home Page for users
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Training Tasks
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Quiz: Industry Knowledge
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Version 1.1 Leads, Accounts and Contacts
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10 Topics
1 Quiz
Overview of release version 1.1
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Enable duplicate checking of Leads, Contacts and Accounts
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Customize the Lead, Account and Contact objects
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Customize the Lead, Account and Contact Pages
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Configure Field History Tracking
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Configure Sharing Rules
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Create or modify some basic reports
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Create a simple dashboard
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Configure Data Export (backup)
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Training Tasks
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Quiz: Account and Contact Management
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Version 1.2 Managing new Prospects
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10 Topics
1 Quiz
Overview of release version 1.2
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Create Lead Processes
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Create Lead Record Types
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Customize the Lead object
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Customize the Lead Page Layout
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Customize the Lead Lightning Record Page
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Create new List Views
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Create Path for Lead Process
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Web-To-Lead Form
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Training Tasks
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Quiz: Marketing and Leads
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Version 1.3 Standardizing Sales Processes
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11 Topics
1 Quiz
Overview of release 1.3
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Create a Sales Process
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Create Opportunity Record Types
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Customize the Opportunity object
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Create a new Path and Guidance for Opportunities
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Create Validation Rules on Opportunity Stages
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Create an Opportunity Dashboard
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Create a Kanban View of Opportunities
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Lead Conversion
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Automate the Record Type on Lead Conversion
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Training Tasks
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Quiz: Opportunity Management
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Version 1.4 Selling as a Team
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5 Topics
1 Quiz
Overview of release version 1.4
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Configure Account and Opportunity Teams
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Configure Account and Opportunity list views
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Configure Chatter groups
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Training Tasks
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Quiz: Sales Productivity
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Version 1.5 Managing Sales Territories
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15 Topics
1 Quiz
Overview of release version 1.5
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Enable Enterprise Territory Management
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Create Territory Types
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Create a Territory Model
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Create Territories
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Add Assignment Rules
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Activate the Territory Model
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Add Assigned Territories to Account Page Layouts
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Edit records to fit the new Territories
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Run the Rules for existing Accounts
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Create a new Account
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Opportunity Territory Assignment
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Add users to Territories
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Add a List View for My Territories
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Training Tasks
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Quiz: Sales Cloud Solution Design
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Version 1.6 Selling Products
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10 Topics
1 Quiz
Overview of release version 1.6
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Implement Products
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Implement Price Books
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Implement Quotes
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Quote Automation
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Implement Contracts
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Implement Orders
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Implement Assets
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Implement Schedules
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Training Tasks
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Quiz: Integration and Data Management
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Version 1.7 Marketing and Feedback
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6 Topics
1 Quiz
Overview of this release version 1.7
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Create Reports for Marketing Campaigns
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Campaign Management
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Create Customer Surveys
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Analyze the Survey results in Salesforce
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Training Tasks
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Quiz: Marketing and Leads #2
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Version 1.8 Forecasting Sales
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7 Topics
1 Quiz
Overview of this release version 1.8
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Setup Forecasting
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Configure forecasting on revenue and quantities
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View Forecasts
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Assigning Territories to Opportunities
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Provide Monthly Forecasting Reports
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Training Tasks
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Quiz: Forecasting Sales
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Version 1.9 Selling on the Road
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4 Topics
1 Quiz
Overview of this release version 1.9
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Configure the Salesforce Mobile App
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Monitor the Adoption of the Mobile App
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Training Tasks
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Quiz: Selling on the Road
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Version 1.10 Tracking Company Performance
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8 Topics
1 Quiz
Overview of this release version 1.10
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Produce the KPI’s, metrics and adoption measures
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Create reports for the Metrics
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Create the Company Performance Dashboard
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Configure the Home Page
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Email the All Open Opportunities Report
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Configure Reports to be sent to Managers
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Training Tasks
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Quiz: Sales Cloud Analytics
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Exam Preparation
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2 Topics
1 Quiz
Trailhead: Build Your Career in the Salesforce Ecosystem
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Prepare for your Saleforce Sales Cloud Consultant Credential
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Sales Cloud: Final Practice Exam
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Course Feedback
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Get your Certificate
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