Introduction and Getting Started
  • Introduction and Getting Started
  • Signing Up for a Free Salesforce Account - Keep it For Life
  • Logging in to Salesforce and Switching Between Lightning and Classic
  • Downloading and Reviewing the Sales Cloud Consultant Exam Guide
  • Introduction and Getting Started Quiz
Industry Knowledge
  • Industry Knowledge Introduction
  • Sales Metrics and Factors that Influence Them
  • KPIs and Business Challenges
  • Common Sales Processes and Key Considerations
  • Practice Activity - Industry Knowledge Trailhead Units
  • Industry Knowledge Quiz
Implementation Strategies
  • Implementation Strategies Introduction
  • Scenarios and Successful Consulting Engagement Phases
  • Planning Phase of Consulting Engagements
  • Requirements Gathering Phase of Consulting Engagements
  • Designing Phase of Consulting Engagements
  • Building Phase of Consulting Engagements
  • Testing Phase of Consulting Engagements
  • Documentation Phase of Consulting Engagements
  • Sales Deployment Considerations
  • Measuring the Success of a Sales Cloud Implementation Project
  • Practice Activity - Implementation Strategies Trailhead Units
  • Implementation Strategies Quiz
Sales Cloud Solution Design
  • Sales Cloud Solution Design Introduction
  • Designing an End-to-End Sales Process
  • It All Begins with a Lead in the Sales Process
  • Lead Processes and Lead Qualification Stages
  • Lead Field Mapping
  • The Lead Conversion Process - an Opportunity is Born (and Contact and Account)
  • Analyzing Customer Requirements to Determine Appropriate Solution Design
  • Implementing Quotes
  • Validation Rules and the Sales Process
  • Automation Tools and the Sales Process
  • Exam Guide Sample Test Question #2
  • Configure, Price, Quote
  • Account Teams
  • Opportunity Teams
  • Enterprise Territory Management Capabilities and Use Cases
  • Implementing Orders in Salesforce
  • Sales Process Capabilities of Salesforce Mobile
  • Sales Process Use Cases of Salesforce Mobile
  • Sales Process Design Considerations of Salesforce Mobile
  • Practice Activity - Sales Cloud Solution Design Trailhead Units
  • Sales Cloud Solution Design Quiz
Marketing and Leads
  • Marketing and Leads Introduction
  • Marketing Capabilities in the Sales Process
  • Lead Scoring and Lead Qualification
  • Managing Lead Data Quality
  • Practice Activity - Marketing and Leads Trailhead Units
  • Marketing and Leads Quiz
Account and Contact Management
  • Account and Contact Management Introduction
  • Activating Social Accounts and Contacts
  • Account and Contact Ownership and Visibility Considerations
  • Sharing Rules – When To Use Them, and Why
  • Exam Guide Sample Test Question #3
  • Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules
  • Implementing Account Hierarchy and Its Impact
  • Data.com for Data Enrichment
  • Implementing Person Accounts
  • Practice Activity - Account and Contact Management Trailhead Units
  • Account and Contact Management Quiz
Opportunity Management
  • Opportunity Management Introduction
  • Implementing Multiple Sales Processes
  • Sales Stages, Forecasts and Pipeline
  • Exam Guide Sample Test Question #1
  • Introducing Assets
  • Price Books and Opportunities
  • Opportunity Product Line Items
  • Product Scheduling and Opportunities
  • Quotes and Opportunities
  • Contracts
  • Campaigns and Opportunities
  • Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities
  • Collaborative Forecasting
  • Multiple-Currency Impact on Opportunities
  • Exam Guide Sample Test Question #4
  • Practice Activity - Opportunity Management Trailhead Units
  • Opportunity Management Quiz
Sales Productivity
  • Sales Productivity Introduction
  • Enabling and Measuring Sales Productivity and Adoption
  • Email Tools for Salesforce
  • Enabling and Setting Up a Path on Opportunities
  • Collaborating in the Sales Process Using Chatter
  • Salesforce CRM Content and Chatter Files in the Sales Process
  • Work.com and Sales Productivity
  • Quip
  • Einstein in Sales Cloud
  • Mobile Solutions for Sales Productivity
  • Practice Activity - Sales Productivity Trailhead Units
  • Sales Productivity Quiz
Communities and Site Management
  • Communities and Site Management Introduction