Prepare for your Sales Cloud Consultant Certification Exam

Discover how to boost your exam readiness and gain the confidence you need to become a Salesforce Certified Sales Cloud Consultant. In this 1-day instructor-led certification prep course, reinforce your knowledge of Sales Cloud features and functionality by reviewing exam objectives, including lead management, account and contact management, opportunity management, sales productivity and integration, and data management. Answer practice questions to assess your knowledge of exam topics and maximize your success on the Salesforce Service Cloud Consultant certification exam.

Who Can Benefit

• This course is designed for anyone who is actively preparing to earn their Sales Cloud Consultant credential. Students should hold the Salesforce Administrator credential and have at least one year of experience using Salesforce, working with sales processes, and implementing customer-facing Sales Cloud solutions. They should feel comfortable with all concepts covered in the Salesforce Certified Sales Cloud Consultant Exam Guide.

Skills Gained

• When you complete this class, you will be able to:
• Recall exam objectives.
• Discuss product features and functionality covered on the exam.
• Assess your exam readiness by answering practice questions.

Prerequisites

• You should have the following experience before attending this class:
• Attainment of the Salesforce Administrator Certification
• A working knowledge of the topics discussed in the Sales Cloud Consultant Certification Study Guide to include: advanced automation (e.g. flow, approvals) and advanced reporting and territory management
• 2-5 years experience implementing Sales Cloud and designing Sales Cloud solutions

Course Content

Course Outline

• Introduction and Overview
• Conduct Introductions
• Review Exam Objectives
• Follow Sales Cloud Fast Path
• Discuss Implementation Strategies
• Understand the Value of Business Analysis

• Account and Contact Management
• Describe Accounts and Contacts
• Define Enterprise Territory Management
• Determine Account Access

• Campaign and Lead Management
• Understand Campaign Influence
• Outline the Campaign Lifecycle
• Convert Leads
• Assess Lead Data Quality
• Report on Leads

• Opportunity Management
• Follow Custom Paths
• Plan Product Schedules
• Organize Products, Price Books, and Quotes
• Conduct Advanced Currency Management

• Forecasting
• Generate Collaborative Forecasts
• Conduct Historical Trend Reporting
• Build Custom Report Types
• Design Reporting Snapshots
• Analyze Project Success

• Sales Productivity
• Assess Sales Productivity Features
• Integrate with Outlook
• Work with Gmail
• Navigate the Lightning Sales Console
• Familiarize Yourself with Salesforce Mobile
• Collaborate with Chatter
• Track Email Opens
• Boost Sales Productivity with Quip and Enhanced Notes

• Integration and Data Management
• Follow Data Migration Steps and Tools
• Handle Large Data Volumes
• Determine Integration Options
• Capture External IDs
• Harness Skinny Tables
• Improve Report Performance