Certified Sales Cloud Consultant

Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.

What’s included

63 : Lectures
5h 24m : Duration

$14.99 / $24.99

Introduction

1. Introduction
1m

About the Salesforce Sales Cloud Consultant Credential

1. Sales Cloud Consultant Exam Guide
5m
2. Sign up for Free Salesforce Account
3m

Industry Knowledge

1. Factors that influence sales metrics, KPIs, and business challenges.
8m
2. KPI's to Use
6m

Implementation Strategies

1. Best Salesforce Implementation Practices
6m
2. Planning Phase
4m
3. Requirement Gathering Phase
2m
4. Design Phase
2m
5. Build Phase
2m
6. Testing Phase
1m
7. Deployment Phase
1m

Sales Cloud Solution Design

1. Lead Management
10m
2. What is Lead process?
2m
3. Creating Lead Process
2m
4. Record Types
2m
5. Lead Record type & Stages
6m
6. Lead Conversion Field Mapping
5m
7. Quotes
7m
8. Sales Process and Stage Probability
2m
9. Understanding Validation Rules
4m
10. Validate Data in Opportunity
5m
11. Validate Opportunity Name
3m
12. Creating Enterprise Territory
12m
13. Account Teams
4m
14. Opportunity teams
2m
15. Salesforce Mobile App
5m
16. Order Management
7m

Marketing And Leads

1. Managing Leads and Campaigns
3m
2. Lead Scoring
3m
3. Maintaining Lead Data Quality
5m

Account and Contact Management

1. Set Up Contacts to Multiple Accounts
4m
2. Understanding Account Hierarchy
8m
3. Account & Contact Visibility
4m
4. Data.com
8m
5. Duplicate Rule
12m

Opportunity Management

1. Quotes & Quote Templates
5m
2. Set Up Assets
3m
3. Creating Sales Process
6m
4. Campaign Influence
7m
5. Products & Pricebooks
7m
6. Product Scheduling Overview
5m
7. Creating Product Schedule
8m
8. Collaborative Forecasting
4m
9. Implementing Multi Currency
9m

Sales Productivity

1. Path and Lightning Page
9m
2. Email Tools
6m
3. Chatter
5m
4. Work.com
4m
5. Salesforce New Mobile App
7m

Sales Cloud Analytics

1. Creating Reports
9m
2. Sales Report
9m
3. Tabular Report
3m
4. Summary Report
4m
5. Matrix Report
4m
6. Report Filter Logic
4m
7. Creating Summary Level Formula
5m
8. Row Level Formulas
4m
9. Dashboards
16m
10. Dashboard Filters
3m
11. Define a Reporting Snapshot
6m

Integration and Data Management

1. Sales Cloud Data Integrations
4m
2. Data Migration
2m