Salesforce Certified Cloud Consultant Training Overview
This Salesforce® Certified Sales Cloud Consultant training course teaches attendees the key sales automation concepts within Salesforce and helps them prepare for the Salesforce Certified Sales Consultant exam
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand software development lifecycles and project management strategies
- Work with the Salesforce Platform architecture, the model, view, controller design pattern, and typical Salesforce automation goals
- Learn about system security, including users, licenses, profiles, field level security, permission sets
- Use delegated administration including record security, organization-wide defaults, role hierarchy, and sharing rules
- Work with account teams, sales teams, territory management, and queues
- Understand the object model related to Salesforce automation
- Work with contacts and person accounts, opportunities, products & price books, quotes, forecasting, assets, contracts, leads, and campaigns
- Incorporate integration, success metrics, analytics, and best practices
Prerequisites
All students must have:
Outline
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Introduction
- Course Overview
- Exam Overview
Sales Cloud Implementation Project Management
- Project Methodology
- Keys To Success
- Success Metrics
- Best Practices
Salesforce Infrastructure
- Multitenancy
- Salesforce Ecosystem
- Declarative vs Programmatic Development
- Model View Controller
Deployment and Change Management
- Metadata API
- Packages
- Change Sets
- Scratch Orgs
Sales Cloud Overview
- Key Objects
- Typical Sales Environments
- Typical Goals and Challenges
- A Day In The Life of a Sales Organization
Platform Configuration
- User Interface
- Multicurrency
- Language
salesforce Licensing and User Management
Profiles
- Profiles
- Field Level Security
- Permission Sets
- Delegated Administration
Record Access and Security
- Record Ownership / Full Access
- Organization Wide Defaults
- Role Hierarchy & Roles
- Sharing Rules
- Manual Sharing
- Record Assignment and Collaboration
- Account Teams
- Opportunity Teams
- Enterprise Territory Management
- Queues
Salesforce Automation
- Declarative
- Formula Fields
- Roll Up Summary Fields
- Validation Rules
- Workflow, Process Builder and Flow
- Programmatic
- Apex
- Visualforce
- Lightning Components
Sales Process Configuration
- Accounts
- Record Types
- Account Hierarchy
- Contacts & Person Accounts
- Opportunities
- Record Types and Sales Processes
- Products & Price Books
- Quotes and Orders
- Assets & Contracts
Data Management
- Data Quality
- Data Enrichment
- Integrations
- Salesforce to Salesforce
- External Objects
- API Integrations
Analytics
- Reporting
- Dashboards
- Analytic Snapshots
- Sales Cloud Einstein
Productivity Tools
- Sales Productivity Tools
- Outlook Integrations
- Mobile
- Chatter
- Content
Marketing
- Marketing Integrations
- Leads
- Lead Scoring
- Lead Conversion
- Campaign Management
- Communities – 30 MINS
- Partner Communities
- Customer Communities
- Employee Communities
Practice Exam and Question Review
Conclusion and Next Steps
Training Materials
All Salesforce training students will receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
