Salesforce Sales Cloud Consultant
Salesforce Sales Cloud Consultants are in demand. Take your Salesforce Career to the Next Level and Become a Consultant.
120 Students
11 hours
$12.99
What you’ll learn
Understand all of the core concepts found on the Salesforce Sales Cloud Certification Exam
Configure Salesforce Lightning pages
Salesforce
Create multiple Salesforce Sales Processes
Extensive Opportunity Record Types, Stage Customizations and more
100% online courses
Start instantly and learn at your own schedule
Flexible Schedule
Set and maintain flexible deadlines.
Beginner Level
No prior experience required
Approx. 4 months to complete
Suggested 5 hours/week
English
Subtitles: English

Requirements

  • You must hold a current and active Salesforce Administrator Certification
  • Some Salesforce Experience is Helpful

Description

 

The Salesforce Sales Cloud Consultant Certification will help you rise above the competition and become very marketable, especially to Salesforce Partner companies. Salesforce's most popular cloud solution is the Sales Cloud, and that is why I have selected this particular Consultant certification as the first one that I have created a course for.

NOTE: The Salesforce Sales Cloud Consultant Certification has a pre-requisite that you be certified as a Salesforce Administrator. If you do not already have the Administrator certification, I encourage you to enroll in my Administrator Certification course and Administrator Practice Tests Course to attain that certification first, before attempting this one.

This course covers every core concept and fundamental that is on the Salesforce Sales Cloud Consultant certification exam. 

This course is designed to follow the structure and sequence of Salesforce's official Exam Guide for this certification. I have devoted a section of the course to correspond with the 10 sections of the exam guide, which include:

  • Salesforce Industry Knowledge
  • Salesforce Implementation Strategies
  • Salesforce Sales Cloud Solution Design
  • Salesforce Marketing and Leads
  • Salesforce Account and Contact Management
  • Salesforce Opportunity Management
  • Salesforce Sales Productivity
  • Salesforce Communities and Site Management
  • Salesforce Sales Cloud Analytics
  • Salesforce Integration and Data Management

I have 6 Salesforce Certifications, including this one. This particular certification extends the base knowledge you acquired in the Admin certification and you will become very familiar with the Sales Cloud. This course covers such things as Quotes, CPQ, Orders, Assets, Work, Data, Sites, Quip, Einstein Lead Scoring, Path (formerly Sales Path), and much, much more.

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

I am also listed as one of the most popular instructors in the entire IT Certification Category on Udemy.

The consultant certifications for Salesforce make you highly marketable and exemplify that you have both a deep and broad understanding of the platform. The consultant certifications are particularly valuable to Salesforce Partner companies and score heavily in these partner companies' evaluations and metrics with Salesforce, as they themselves strive to progress from Silver to Gold to Platinum status.

Who this course is for:

  • Anyone who is a Certified Salesforce Administrator, seeking to gain the Sales Cloud Consultant Certification
  • Anyone who wishes to advance their career as a consultant on the Salesforce platform
  • Anyone who wishes to learn how to extend the Salesforce platform and become more familiar with the Salesforce Sales Cloud
Course Content
Expand all     10 lectures    11 hours

Introduction and Getting Started

Industry Knowledge Introduciton Sales Metrics and Factors that Influence Them KPIs and Business Challenges Common Sales Processes and Key Considerations Practice Activity - Industry Knowledge Trailhead Units

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

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 The Lead Conversion Process - an Opportunity is Born (and Contact and Account) Analyzing Customer Requirements to Determine Appropriate Solution Design Validation Rules and the Sales Process Automation Tools and the Sales Process Exam Guide Sample Test Question #2 Enterprise Territory Management Capabilities and Use Cases Sales Process Capabilities of Salesforce Mobile Sales Process Design Considerations of Salesforce Mobile

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 Introduction Activating Social Accounts and Contacts Account and Contact Ownership and Visibility Considerations Sharing Rules – When To Use Them, and Why Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules Implementing Account Hierarchy and Its Impact mplementing Person Accounts Practice Activity - Account and Contact Management Trailhead Units

Opportunity Management Introduction Implementing Multiple Sales Processes Sales Stages, Forecasts and Pipeline Exam Guide Sample Test Question #1 Price Books and Opportunities Opportunity Product Line Items Product Scheduling and Opportunities Quotes and Opportunities Campaigns and Opportunities Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities Multiple-Currency Impact on Opportunities ractice Activity - Opportunity Management Trailhead Units

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 Mobile Solutions for Sales Productivity Practice Activity - Sales Productivity Trailhead Units

Communities and Site Management Introduction Implementing Ideas Practice Activity - Communities and Site Management Trailhead Units Communities and Site Management Quiz

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