Salesforce Certified Sales Cloud Consultant

Salesforce Certified Sales Cloud Consultant

The Salesforce Sales Cloud Consultant Certification will help you rise above the competition and become very marketable, especially to Salesforce Partner companies. Salesforce's most popular cloud solution is the Sales Cloud, and that is why I have selected this particular Consultant certification as the first one that I have created a course for.

NOTE: The Salesforce Sales Cloud Consultant Certification has a pre-requisite that you be certified as a Salesforce Administrator. If you do not already have the Administrator certification, I encourage you to work through my Administrator Certification course to attain that certification first, before attempting this one.

This course covers every core concept and fundamental that is on the Salesforce Sales Cloud Consultant certification exam. 

This course is designed to follow the structure and sequence of Salesforce's official Exam Guide for this certification. I have devoted a section of the course to correspond with the 10 sections of the exam guide, which include:

Salesforce Industry Knowledge

Salesforce Implementation Strategies

Salesforce Sales Cloud Solution Design

Salesforce Marketing and Leads

Salesforce Account and Contact Management

Salesforce Opportunity Management

Salesforce Sales Productivity

Salesforce Communities and Site Management

Salesforce Sales Cloud Analytics

Salesforce Integration and Data Management

Salesforce Certified Sales Cloud Consultant
  • Sales Cloud Consultant Certification Course Introduction

    In this introductory lecture, I introduce you to myself, along with the structure and direction of this course.

    Resource:
    Sales Cloud Consultant Exam Guide - https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide#outline

  • Signing Up for a Free Salesforce Account - Keep it For Life

    In this lecture, I show you how to sign up for a free Salesforce Trailhead account.

    Resource:
    Free Salesforce Account Signup - https://developer.salesforce.com/signup

  • Logging in to Salesforce and Switching Between Lightning and Classic

    Once you have signed up for a Trailhead account, it's time to get logged in and learn how to switch between the Salesforce Classic and the new Lightning Experience user interface.

  • Downloading and Reviewing the Sales Cloud Consultant Exam Guide

    In this lecture I show you how to download the latest exam guide for the Sales Cloud Consultant Certification.

    Resource:
    Exam Guide - Updated - https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sales-Cloud-Consultant-Exam-Guide

  • Industry Knowledge Introduction

    In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.

    Explain the factors that influence sales metrics, KPIs and business challenges.

    Explain common sales processes and key consideratio...

  • Sales Metrics and Factors that Influence Them

    In this lecture, we discuss the sales metrics that matter. This is a high level conversation about Sales Metrics and I also introduce you to an insightful ebook that contains key strategic information related to Sales Metrics. Refer to the Resources section for a link to the eBook PDF.

    Resource:...

  • KPIs and Business Challenges

    In this lecture, I discuss common Key Performance Indicators and Business Challenges that Sales Cloud Consultants may face. I also provide several helpful resources that will help you understand KPIs related to Sales methodologies.

    Resources:
    7 Key Performance Indicators That Every Sales Manager...

  • Common Sales Processes and Key Considerations

    In this lecture we create several Lead Processes and Sales Processes for later use in the course. We also discuss a fictional company scenario for Universal Containers and potential lead and sales processes they might employ.

  • Implementation Strategies Introduction

    In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam. These topics include:

    Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design...

  • Scenarios and Successful Consulting Engagement Phases

    We discuss scenarios for successful consulting engagements. I introduce you to an app that Salesforce developed internally and has now made available to the public for free - Agile Accelerator. I walk you through installing this app in your own org. I also introduce you to a helpful getting start...

  • Planning Phase of Consulting Engagements

    In this lecture we revisit the Agile Accelerator and take a brief tour. We also discuss key considerations for the planning phase of consulting engagements.

    Resources:
    Getting Started with the Salesforce Agile Accelerator - https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P...

  • Requirements Gathering Phase of Consulting Engagements

    In this lecture, we discuss the Requirements Gathering Phase of a Consulting Engagement. I introduce you to a helpful Trailhead trail that walks you through how to gather requirements. I also provide links to helpful Requirements Gathering templates you can use for your own Salesforce projects.

    ...

  • Building Phase of Consulting Engagements

    In this lecture we discuss the typical steps involved in the building phase of consulting engagements.

  • Testing Phase of Consulting Engagements

    I show you the Salesforce Developer console, as well as how to utilize reports for testing purposes.

    Resource:
    Developer Console Guide - https://help.salesforce.com/articleView?id=code_dev_console.htm&type=5

  • Documentation Phase of Consulting Engagements

    In this lecture we discuss the Documentation phase of consulting engagements. We look at how to document your consulting work on Chatter through posts on specific object records, such as a User Story via Agile Accelerator, as well as uploading files through Chatter into Salesforce Content. I show...

  • Sales Deployment Considerations

    In this lecture, I show you different ways you can deploy changes to different Salesforce orgs. Be sure to check the resources for this lecture.

    Resources:
    Force.com IDE Developer Guide - https://resources.docs.salesforce.com/212/latest/en-us/sfdc/pdf/eclipse.pdf

    Force.com Migration Tool Guide ...

  • Measuring the Success of a Sales Cloud Implementation Project

    In order to measure a Sales Cloud Implementation's success, you need to gather data around the adoption, usage, and impact of the solutions you've rolled out. In this lecture, I show you a few Dashboard and Report apps you can install in your own org, as well as other resources related to how to ...

  • Sales Cloud Solution Design Introduction

    In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.

    Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order. 


    Given a scena...

  • Designing an End-to-End Sales Process

    In this lecture we discuss what is involved in designing an end-to-end sales process in the Salesforce platform.

  • It All Begins with a Lead in the Sales Process

    In this lecture we discuss the front end of the Sales lifecycle in Salesforce, which involves Leads.

  • Lead Processes and Lead Qualification Stages

    We look at Lead Processes and how they control the different Status selections available on Leads.

  • Lead Field Mapping

    In this lecture we go through the process of creating a couple of custom fields on the Lead object and then performing the Lead Field Mapping to connect these values over to the Contact object, upon the conversion process.

  • The Lead Conversion Process - an Opportunity is Born (and Contact and Account)

    In this lecture we look at creating an opportunity during the lead conversion process.

  • Analyzing Customer Requirements to Determine Appropriate Solution Design

    In this lecture we discuss a common scenario and requirement you are likely to encounter as a consultant, as well as a common scenario you will likely find on the Sales Cloud Consultant exam - referencing account information on contact records, via cross object formula fields.