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
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