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This course is designed to help prepare you for the official Salesforce Sales Cloud Consultant Exam. You should have a minimum of 6-12 months experience as a Salesforce Administrator (and achieved your Admin certification) before commencing this course.

Who is this course for?

This course is designed to help prepare you for the official Salesforce Sales Cloud Consultant Exam. You should have a minimum of 6-12 months experience as a Salesforce Administrator (and achieved your Admin certification) before commencing this course.
You will create your own Developer Org at the start of the course so you will have complete control over your Salesforce environment and you can’t break anything. (We don’t want you learning in your day-to-day Production environment.)

Are there any Prerequisites?

The Salesforce Administrator certification is a prerequisite for this exam. Please complete that course and certification first before commencing this course.

What does the course cover?

The Salesforce Certified Sales Cloud Consultant course is designed to develop your skills in designing and deploying solutions to meet business requirements using the Salesforce Sales Cloud functionality. We have designed this course to be very hands-on with the implementation of a Sales Cloud project for a fictional company – Certify Technology. The project covers all topics in the official Salesforce curriculum in a step-by-step process that could be followed when performing a real Sales Cloud implementation. Think of the course as a hands-on blueprint for a Sales Cloud implementation. The project will be built step-by-step with the first release involving setup and configuring basic Sales Cloud functionality and then new features will be added with each new release until all the requirements of the client are met.

This Implementation Strategy is a blueprint for a Sales Cloud implementation that can be customized to suit almost any type of business. It follows a logical sequence for planning and implementing a Sales Cloud installation and delivers results incrementally using an Agile delivery approach. This ensures early delivery of value, enabling clients to see almost immediate results, followed by continuous improvement with new features added until all the client requirements are met. This approach allows flexibility with some of the requirements not being fully understood until closer to the time to implement them.

Note: All prices are in US Dollars

Course Content

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