Salesforce Sales Cloud Consultant Certification Course

22 Hours

Learning Time
79 Tasks

Study Plan
3 Mock

Exams
10 Topic

Tests
351 Flash

Cards

Sales Cloud Consultant Course Overview

The Salesforce Sales Cloud Consultant credential is designed for those who have experience implementing Sales Cloud solutions in a customer-facing role. Candidates should be able to successfully design and implement Sales Cloud solutions that are maintainable and scalable and contribute to long-term customer success. The Salesforce Sales Cloud Consultant Certification Course is for you to help prepare for the Sales Cloud Consultant exam and increase your chances of passing the exam on the first attempt.

Key Features

Study Plan Content

Stage 1 : Sales Practice

1: Sales Metrics and Business Challenges

2: Common Sales Processes

3: Sales Cloud Features

Stage 2 : Implementation Strategies

1: Successful Project Consulting and Delivery

2: Sales Deployment Considerations

3: Measure Project Success

Stage 3 : Application of Product Knowledge

1: End-to-End Sales Process

2: Solution Design Considerations

3: Team Selling

4: Enterprise Territory Management

5: Forecasting

6: Sales Cloud Core Design Considerations

7: Multi Currency Management

Stage 4 : Lead Management

1: Campaigns and Sales Process

2: Lead Qualification

3: Lead Quality

Stage 5 : Account and Contact Management

1: Account & Contacts Ownership and Related Access

2: Accounts, Person Accounts, Contacts, and Opportunities Access

3: Account Hierarchy

Stage 6 : Opportunity Management

1: Sales Processes

2: Forecast Category

Stage 7 : Sales Productivity and Integration

1: Email Productivity Tools

2: Collaboration Tools

3: Sales Cloud Productivity Tools

Stage 8 : Consulting Practices

1: Analyze and Prioritize Requirements

2: Consulting Project Lifecycle

Stage 9 : Sales Metrics, Reports & Dashboards

1: Sales Metrics, Reports & Dashboards

Stage 10 : Data Management

1: Sales Cloud Integration Considerations

2: Data Migration Considerations

3: Large Data Volumes

4: Data Exchange between Salesforce organizations

Meet our gurus

Himanshu Matharu

Senior Technical Consultant,
Datacom

I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.

Prateek Kataria

CPO,
saasguru

An ardent Salesforce enthusiast with over 12 years of industry experience and 18X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru's product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.

Amit Chodhary

CEO & Co-Founder,
saasguru

Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He's also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He's a highly motivated and results-driven business leader.

Atif Saad

CTO,
saasguru

Atif is COO/CTO and co-founder of saasguru. He is an entrepreneur with a track record of building scalable tech products for the financial services industry. Atif has a passion for technology, and a keen interest in defining the future of tech education.

Izzy Navarrete

Salesforce Consultant,
Saasguru

Problem solver with a knack for getting to the bottom of any situation. I have over 13 years of experience in customer service, sales, and hospitality services. Although successful in my hospitality career, I have realized the aspects of my work I find most rewarding are all in tech-related functions and found an interest in Salesforce. I achieved being certified as a Salesforce Consultant and have since become 4X Salesforce Certified.

Charles Mcgregor

Principal Salesforce Functional Consultant,
Merkle

Seasoned Salesforce Architect with experience in various roles, including End User, Product, and Consulting. I specialize in advanced multi-cloud solutions and have a track record of developing accredited Quality Management Systems in accordance with ISO 9001:2008 standards. Let's connect if you share my passion for innovation and technology.

Steven Trumble

Salesforce Consultant,
Blue Engine Solutions

Certified Salesforce Consultant with expertise in streamlining processes, integrating systems, and implementing Salesforce solutions. With nine certifications and a strong track record of optimizing workflows. One of my standout achievements includes successfully migrating more than 500 workflows and process builders to flows, resulting in significant efficiency gains for my clients.

Sona Dhar

Salesforce Functional Consultant,
Algoworks

I specialize in delivering innovative solutions to achieve business goals. My expertise includes designing custom solutions, optimizing workflows, and providing comprehensive training. I excel in Salesforce Sales Cloud, Service Cloud, and Field Service Lightning, enhancing sales processes and customer engagement. I'm also skilled in Salesforce CPQ for streamlining quoting and contracting. My competencies include business analysis, Salesforce administration, and project management. If you seek exceptional results, contact me to drive success with Salesforce.

Brandon Van Galder

Salesforce Technical Consultant,
Salesforce

A 10x Salesforce Certified Administrator with a passion for continuous learning. Excels in leveraging Salesforce for win rates, pipeline reporting, automation, and app creation. Active in Salesforce communities, holding Superbadges, and 500+ Trailhead badges.

Shikha Mahajan

Director, Salesforce Practice,
Viseo

With 21 years of professional experience, including over 11 years focused on enterprise transformations, operations, and strategic planning, this technology and operations leader possesses a wealth of expertise. They excel in managing business units, driving growth, and ensuring client success by delivering innovative technology solutions and efficient process management. Their track record includes successfully managing complex enterprise projects, both financially and non-financially, and they have a strong history of building and retaining talented teams globally.

Mohammed Nadeem Shaikh

Senior Program Architect,
Salesforce

An innovative tech leader driving impactful solutions in domains like Financial Services, Energy, HR, Healthcare, and Social Impact. Empowers customer success through efficient and cutting-edge technology implementations, addressing critical business challenges with expertise and vision.

Siddhesh Phadke

Technical Architect,
Salesforce

Experienced IT professional with 18+ years in project management and development across diverse domains. Proven track record in delivering challenging projects on time and within budget, leveraging various technologies and global delivery models. Transitioned from developer to 17X Salesforce certified architect, passionate about learning and ensuring customer success.

Vishal Gupta

Salesforce Solution Architect,
TCS

Seasoned Salesforce professional with over 11 years of experience in various roles, including Architect, Consultant, Tech Lead, and Developer. He has a strong track record of working with clients in AMER and EMEA regions, excelling in direct client interaction, requirements gathering, and translating them into technical designs.