Salesforce Sales Cloud training imparts the knowledge and skills to provide the solutions, including designing and deployment, for running the Salesforce applications and supporting customer business processes. The participants learn how to customize the solutions according to the customer organization for providing the Sales Cloud functionality in an optimized manner. The training of sales cloud in Salesforce develops the expertise in Salesforce applications and its cloud computing implementation at customer scenarios.
Upon the completion of the training, you will inculcate the skills outlined below:
Understand sales process and the factors influencing it
Analyze customer requirement; identify appropriate approach, and collect data required for successful deployment of Sales Cloud project
Deep knowledge of the Salesforce product lines
Determine market capabilities, methods for lead scoring, and best practices for lead management
Understand account and contact management details
Describe the impact of multi-currency on opportunities and provide appropriate forecasting solution
Identify use cases and considerations for using email, mobile solutions, and productivity tools
Identify the impact of enabling Communities and managing large data sets
Examine the use of dashboard or analytic snapshot solution
Target audience
Senior business analyst
Salesforce administrators
Clod computing consultants
Prerequisites
Candidates attended the following training are entitled for Salesforce Sales Cloud training:
Administration Essentials for New Admins (Enterprise and Unlimited Editions) (ADM201)
Administration Essentials for Experienced Admins (ADM211)
Explain the factors that influence sales metrics, KPIs and business challenges
Explain common sales processes and key considerations
2. Implementation Strategies
Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
Given a scenario, determine appropriate sales deployment considerations
Given a scenario, measure the success of a Sales Cloud implementation project
3. Sales Cloud Solution Design
Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order
Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
Given a scenario, identify an appropriate approach when designing the lead conversion process
Describe the implementation considerations when designing a sales process
Given a scenario, determine when it is appropriate to include custom application development or a third-party application
Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting
Explain the capabilities and use cases for territory management
Explain the capabilities, use cases and design considerations when implementing Orders
Explain the capabilities, use cases and design considerations of Salesforce1 Mobile App pertinent to the sales process
4. Marketing and Leads
Explain how marketing capabilities support the sales process
Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
Explain the best practices for managing lead data quality
5. Account and Contact Management
Identify use cases and design considerations for social accounts and contacts
Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc
Explain the various methods for establishing relationships between accounts and contacts
Explain the impact of having an account hierarchy
Explain the methods for populating and maintaining account and contact data using data enrichment tools
Explain the use cases and implications for implementing person accounts
6. Opportunity Management
Given a set of requirements, determine how to support different sales process scenarios
Given a scenario, determine the relationships between sales stages, forecast and pipeline
Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc
Given a set of requirements, determine the appropriate forecasting solution
Describe the impact of multi-currency on opportunities
7. Sales Productivity
Given a scenario, determine the key features that help to enable and measure sales productivity and adoption
Identify use cases and considerations for using email and productivity tools
Given a scenario, identify the appropriate mobile solution to improve sales productivity
Describe how Chatter enables collaboration in the sales process
Explain the use cases and best practices for using Content vs. Chatter Files in the sales process.
Explain the capabilities and use cases of work.com pertinent to sales productivity
8. Communities and Site Management
Explain the use cases for Communities and sites in the sales process
Identify the impact of enabling Communities
9. Sales Cloud Analytics
Given a set of desired metrics, determine the appropriate report, dashboard or analytic snapshot solution
Describe the implementation considerations of multi-currency on reports and dashboards
10. Integration and Data Management
Explain the use cases and considerations for integrations common to Sales Cloud implementations
Explain the use cases and considerations for data migration in Sales Cloud
Given a scenario, analyze the implications and design considerations of large data and transaction volumes
I would like to thank Multisoft team for their constant support and help that they extended during my study period. I gained proficiency in planning, initiation, closing, and execution, and now I am moderately proficient in monitoring and controlling process groups and cleared my PMP exam on 30th May. I am thankful to Multisoft for the same. I would like to especially thank the Training Advisor for the constant support, as all my queries were answered properly. Also, the sessions were arranged to clarify doubts, along with the mock test sessions.
Abhishek
Project Management Professional (PMP)
It as been a wonderful experience learning Primavera from Multisoft Systems. I got training from an expert trainer who holds great command over the course. He delivered Primavera training with full enthusiasm and dedication, that helped me gain confidence over the software. He undertook each and every topic in a well regulated manner, covering all the aspects of Primavera. He was patient in clearing the doubts which came along the learning way.
Mohnish Kumar
Manager Planning, Synergiz Global Services Pvt. Ltd.
Multisoft Systems is a one-stop solution for different learning requirements. I had gone for multiple
trainings here back to back in the field of Electronics. Multisoft is a pool of excellent trainers, who are
domain expert and knows well how to drive the class by encouraging the students to participate and learn
more.
Mohammed Naeem Altyp Osman
Zeta Automation Systems, Sudan
Initially I was hesitant to go for HTML, CSS, and PHP training. Although the Internet offers a lot of content, but there exists a gap in learning and practicing. On enrolling for PHP training at Multisoft Systems, I got all what I was looking for. My trainer was willing to provide me all the support required to to answer the my queries. I guarantee that such assistance is not provided anywhere else in Delhi NCR. I would definitely recommend Multisoft Systems to all my peers because of the training course, so wonderful that covers all areas of programming and web designing are fulfilled. I will always remember this training as it lifted me to a level where I can be independent in understanding computer languages.
Shashvant Walia
HCL
The trainer is very knowledgeable and friendly. He promptly responded to all my queries and supported the answer with several relevant and related examples. All the queries were addressed with no delay and the course content was very good. Thanks a lot to the trainer and Multisoft!
Medha
Product Consultant, Adobe India
It was really a very valuable and good training. The trainer was well versed with the
subject and provided very effective training to the participants. The feedback was
really appreciable. After the course, the participants were benefitted very
much.
Telecommunication Consultants India Ltd. (TCIL)
PMP Training
The training was excellent and knowledgeable, full of illustrations. The trainer was very good in presentation skills and conveying himself. This course has enhanced my skills in ITIL.
Anjali Choudhary
BirlaSoft
Attending CEH training at Multisoft Systems fulfills my objective completely.
Training starting from the basics of networking to the advanced level of hacking
skills gives me great exposure to the ethical hacking domain.
Now, I’m confident enough to meet the security talent crisis of my organization.
Sagar Khajuria
CEH Training
I would say the skills and knowledge of the trainer were excellent. His way of teaching was also good. He always ensures that students should understand the concept and try to teach in the way which is easy to grasp the concepts. He was supportive in clearing the doubts throughout the classes.
Juhy Kaur Dhingra
Information Security Analyst, Bank of America
Great training experience at Multisoft. The trainer with a highly practical approach
makes the training very informative and interesting. His interpersonal skills make
me feel comfortable in the sessions. Good place to take up SAS training.
Dr. Deepak Puri
SAS Training
I would like to thank you and your team for providing me "CBAP Exam Prep Training
Workshop" successfully. I really appreciate everyone for being so responsive,
professional and kind enough to help me in all aspects. The training happened
remotely, however I really did not get the feel of distance gap. The trainer helped
me to related the course concepts with the IT industry that honed my creative
thinking skills.
Thank you to everyone.
Srikanth Botla
CBAP Training
Attending RHCSA training from Multisoft Systems was a complete package of learning,
fun, and problem solving. I appreciate the teaching style of the trainer and his
involvement into sessions.
I’m sure Multisoft Systems can be the right training destination for training on any
technology.
Farhan Siddiqui
RHCSA Training
Multisoft Systems team is great in providing visionary counseling. I’m highly
benefited and can recommend my friends and others to once visit Multisoft Systems
before closing any training related decision.
I attended both Base SAS and Advance SAS trainings. The trainer was an expert in his
domain and solved all my queries in a very satisfactory manner. The study material
provided here helps me to a great extent in preparing for the examination and
qualifying it in the first attempt only. Now I’m on the way to my dream job
Anand Prakash Sahu
Binary Semantics Ltd., Sr. Data Analyst
Base & Advance SAS Training
Multisoft Systems is a good organization providing specialized training in all the
demanding technologies and management areas. I attended ITIL® training for clearing
the certification exam. I’m thankful to the trainer for imparting quality training.
I congratulate Multisoft Systems for maintaining the standards in training.
Manoj Kumar Sharma, HCL
Application Support Manager