Salesforce Sales Cloud Consultant

Categories: CRM & Salesforce
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About Course

Design and configure Sales Cloud: lead-to-opportunity, territories, forecasting, CPQ basics and sales productivity, with consultant exam prep.

Who this training is for

  • Salesforce admins moving into consulting
  • Sales operations teams

Syllabus

  1. Module 1: Sales process design — Leads, accounts, contacts, opportunities
  2. Module 2: Products & pricing — Price books, quotes
  3. Module 3: Forecasting & territories — Collaborative forecasts, enterprise territory management
  4. Module 4: Productivity — Sales engagement, Einstein features
  5. Module 5: Analytics — Pipeline reports and dashboards
  6. Module 6: Exam prep — Scenario questions

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Design lead, account and opportunity processes
  • Configure forecasting, territories and products
  • Automate sales processes with Flow
  • Prepare for the Sales Cloud Consultant exam

Course Content

Module 1: Sales process design
Leads, accounts, contacts, opportunities

Module 2: Products & pricing
Price books, quotes

Module 3: Forecasting & territories
Collaborative forecasts, enterprise territory management

Module 4: Productivity
Sales engagement, Einstein features

Module 5: Analytics
Pipeline reports and dashboards

Module 6: Exam prep
Scenario questions

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