Salesforce Sales Cloud Consultant Certification Course
What you’ll learn
Understand all of the core concepts found on the Salesforce Sales Cloud Certification Exam
Create multiple Salesforce Sales Processes
Configure Salesforce Lightning pages
Extensive Opportunity Record Types, Stage Customizations and more
Salesforce
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 KnowledgeSalesforce Implementation StrategiesSalesforce Sales Cloud Solution DesignSalesforce Marketing and LeadsSalesforce Account and Contact ManagementSalesforce Opportunity ManagementSalesforce Sales ProductivitySalesforce Communities and Site ManagementSalesforce Sales Cloud AnalyticsSalesforce 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 YESI 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.
Overview
Section 1: Introduction and Getting Started
Lecture 1 Introduction and Getting Started
Lecture 2 Signing Up for a Free Salesforce Account – Keep it For Life
Lecture 3 Logging in to Salesforce and Switching Between Lightning and Classic
Lecture 4 Reviewing the Sales Cloud Consultant Exam Guide
Section 2: Industry Knowledge
Lecture 5 Industry Knowledge Introduction
Lecture 6 Sales Metrics and Factors that Influence Them
Lecture 7 KPIs and Business Challenges
Lecture 8 Common Sales Processes and Key Considerations
Lecture 9 Practice Activity – Industry Knowledge Trailhead Units
Section 3: Implementation Strategies
Lecture 10 Implementation Strategies Introduction
Lecture 11 Scenarios and Successful Consulting Engagement Phases
Lecture 12 Planning Phase of Consulting Engagements
Lecture 13 Requirements Gathering Phase of Consulting Engagements
Lecture 14 Designing Phase of Consulting Engagements
Lecture 15 Building Phase of Consulting Engagements
Lecture 16 Testing Phase of Consulting Engagements
Lecture 17 Documentation Phase of Consulting Engagements
Lecture 18 Sales Deployment Considerations
Lecture 19 Measuring the Success of a Sales Cloud Implementation Project
Lecture 20 Practice Activity – Implementation Strategies Trailhead Units
Section 4: Sales Cloud Solution Design
Lecture 21 Sales Cloud Solution Design Introduction
Lecture 22 Designing an End-to-End Sales Process
Lecture 23 It All Begins with a Lead in the Sales Process
Lecture 24 Lead Processes and Lead Qualification Stages
Lecture 25 Lead Field Mapping
Lecture 26 The Lead Conversion Process – an Opportunity is Born (and Contact and Account)
Lecture 27 Analyzing Customer Requirements to Determine Appropriate Solution Design
Lecture 28 Implementing Quotes
Lecture 29 Validation Rules and the Sales Process
Lecture 30 Automation Tools and the Sales Process
Lecture 31 Exam Guide Sample Test Question #2
Lecture 32 Configure, Price, Quote
Lecture 33 Account Teams
Lecture 34 Opportunity Teams
Lecture 35 Enterprise Territory Management Capabilities and Use Cases
Lecture 36 Implementing Orders in Salesforce
Lecture 37 Sales Process Capabilities of Salesforce Mobile
Lecture 38 Sales Process Use Cases of Salesforce Mobile
Lecture 39 Sales Process Design Considerations of Salesforce Mobile
Lecture 40 Practice Activity – Sales Cloud Solution Design Trailhead Units
Section 5: Marketing and Leads
Lecture 41 Marketing and Leads Introduction
Lecture 42 Marketing Capabilities in the Sales Process
Lecture 43 Lead Scoring and Lead Qualification
Lecture 44 Managing Lead Data Quality
Lecture 45 Practice Activity – Marketing and Leads Trailhead Units
Section 6: Account and Contact Management
Lecture 46 Account and Contact Management Introduction
Lecture 47 Activating Social Accounts and Contacts
Lecture 48 Account and Contact Ownership and Visibility Considerations
Lecture 49 Sharing Rules – When To Use Them, and Why
Lecture 50 Exam Guide Sample Test Question #3
Lecture 51 Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules
Lecture 52 Implementing Account Hierarchy and Its Impact
Lecture 53 Data.com for Data Enrichment
Lecture 54 Implementing Person Accounts
Lecture 55 Practice Activity – Account and Contact Management Trailhead Units
Section 7: Opportunity Management
Lecture 56 Opportunity Management Introduction
Lecture 57 Implementing Multiple Sales Processes
Lecture 58 Sales Stages, Forecasts and Pipeline
Lecture 59 Exam Guide Sample Test Question #1
Lecture 60 Introducing Assets
Lecture 61 Price Books and Opportunities
Lecture 62 Opportunity Product Line Items
Lecture 63 Product Scheduling and Opportunities
Lecture 64 Quotes and Opportunities
Lecture 65 Contracts
Lecture 66 Campaigns and Opportunities
Lecture 67 Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities
Lecture 68 Collaborative Forecasting
Lecture 69 Multiple-Currency Impact on Opportunities
Lecture 70 Exam Guide Sample Test Question #4
Lecture 71 Practice Activity – Opportunity Management Trailhead Units
Section 8: Sales Productivity
Lecture 72 Sales Productivity Introduction
Lecture 73 Enabling and Measuring Sales Productivity and Adoption
Lecture 74 Email Tools for Salesforce
Lecture 75 Enabling and Setting Up a Path on Opportunities
Lecture 76 Collaborating in the Sales Process Using Chatter
Lecture 77 Salesforce CRM Content and Chatter Files in the Sales Process
Lecture 78 Work.com and Sales Productivity
Lecture 79 Quip
Lecture 80 Einstein in Sales Cloud
Lecture 81 Mobile Solutions for Sales Productivity
Lecture 82 Practice Activity – Sales Productivity Trailhead Units
Section 9: Communities and Site Management
Lecture 83 Communities and Site Management Introduction
Lecture 84 Implementing Communities
Lecture 85 Exam Guide Sample Test Question #5
Lecture 86 Implementing Ideas
Lecture 87 Force.com Sites
Lecture 88 Practice Activity – Communities and Site Management Trailhead Units
Section 10: Sales Cloud Analytics
Lecture 89 Sales Cloud Analytics Introduction
Lecture 90 Sales Reports
Lecture 91 Report Filters, Sharing Rules, Teams and Visibility
Lecture 92 Sales Dashboards
Lecture 93 Sales Reporting Snapshots
Lecture 94 Practice Activity – Sales Cloud Analytics Trailhead Units
Section 11: Integration and Data Management
Lecture 95 Integration and Data Management Introduction
Lecture 96 Common Sales Cloud Integrations
Lecture 97 Sales Cloud Data Migration
Lecture 98 Enabling Deferred Sharing
Lecture 99 Large Data and Transaction Volumes
Lecture 100 Practice Activity – Integration and Data Management Trailhead Units
Section 12: Next Steps
Lecture 101 Next Steps Introduction
Lecture 102 Registering for the Sales Cloud Consultant Certification Exam
Lecture 103 Taking the Exam – Online vs. On-site
Lecture 104 Test Taking Strategies – Improve Your Odds of Passing the First Time
Lecture 105 Final Thoughts and a Word of Thanks
Lecture 106 Bonus Lesson
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 Information:
Udemy | English | 11h 12m | 5.22 GB
Created by: Mike Wheeler
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