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
  • Implementing Quotes

    In this lecture we discuss Quotes and I introduce you to the CPQ Basics Trailhead module.

    Resource:
    Salesforce Trailhead Module - CPQ Basics - Complete First 2 Units - https://trailhead.salesforce.com/en/content/learn/modules/sf_cpq

  • Validation Rules and the Sales Process

    In this lecture we discuss leveraging validation rules to enforce that certain fields and filled in when an opportunity reaches a certain stage.

    Resource:
    Opportunity Management Sample Validation Rules - https://developer.salesforce.com/docs/atlas.en-us.usefulValidationRules.meta/usefulValidatio...

  • Automation Tools and the Sales Process

    In this lecture, we discuss a common scenario and request you will encounter on the job and on the exam with how to alert users that something specific has happened on the platform. We work through an example of getting past our validation rule that we set in the previous lecture and then alertin...

  • Exam Guide Sample Test Question #2

    In this lecture, we look at sample question #2 from the exam guide.

  • Configure, Price, Quote

    In this lecture we revisit Quotes and I demonstrate how to enable Quotes in your own org. We then create a quote on an opportunity and generate a PDF of the quote.

    Resource:
    CPQ Basics Trailhead Module - https://trailhead.salesforce.com/content/learn/modules/sf_cpq

  • Account Teams

    In this lecture, I introduce you to Account Teams and demonstrate how they work.

  • Opportunity Teams

    Teams can be added to opportunities, in addition to teams. In this lecture, we work through the functionality of Opportunity Teams.

  • Enterprise Territory Management Capabilities and Use Cases

    In this lecture, I show you how to activate Enterprise Territory Management in your own org. We then walk through creating Territory Types and Territory Models. We finish out by creating a hierarchy for a territory and then activate it.

    Resource:
    Enterprise Territory Management Implementation Gu...

  • Implementing Orders in Salesforce

    In this lecture I walk you through the implementation of Orders in your Salesforce org. We also cover the relationship between Orders and Opportunities.

    Resource:
    Setting Up Salesforce Orders for Your Organization - http://resources.docs.salesforce.com/214/7/en-us/sfdc/pdf/salesforce_orders_chea...

  • Sales Process Capabilities of Salesforce Mobile

    In this lecture, we walk through the Salesforce1 Quick Start Wizard to set up the initial settings for the mobile app for our users. We customize and preview the Navigation Menu and Global Actions of the mobile app as we start rolling out mobile capabilities to our user base.

  • Sales Process Use Cases of Salesforce Mobile

    In this lecture, we continue with more of the Salesforce1 settings available to further customize the sales process in the mobile app.

  • Sales Process Design Considerations of Salesforce Mobile

    In this lecture, I walk you through how page layouts work in Salesforce1. We also walk through the process of changing the object specific quick actions available on the Contact page layout for the Salesforce1 mobile app.

    Resource:
    How Page Layouts Work in the Salesforce Mobile App - https://de...

  • Marketing and Leads 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 how marketing capabilities support the sales process. 


    Given a scenario, recommend appropriate methods for lead scoring and cri...

  • Marketing Capabilities in the Sales Process

    In this lecture we look at the Marketing app, and its associated tabs for Campaigns and Leads. We revisit the Lead Conversion process and also add a new Status designation for lead records. We convert a lead into a new Contact, Account and Opportunity. We also go into a Campaign and add new Campa...

  • Lead Scoring and Lead Qualification

    In this lecture, we set up basic Lead Scoring functionality in our org. We also look into some of the newer functionality that Salesforce is extending (for an additional price) via Salesforce Einstein for the Sales Cloud, and the Einstein Lead Scoring functionality.

    Resource:
    Setting Up Einstein...

  • Managing Lead Data Quality

    In this lecture we manage lead data quality by creating validation rules on leads.

    Resource:
    Lead Validation Rule Based on Lead Status - https://org62.my.salesforce.com/?ec=302&startURL=%2FkA030000000PL4S

  • Account and Contact Management 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.

    Identify use cases and design considerations for social accounts and contacts. 


    Explain how the ownership of account and contact re...

  • Account and Contact Ownership and Visibility Considerations

    In this lecture we discuss the impact that the ownership of account and contact records has on visibility.

  • Sharing Rules – When To Use Them, and Why

    In this lecture, I discuss how to set up a Sharing Rule on the Account object to extend Read Only access to our example user. Sharing Rules are used to grant further access to records and can't be used to restrict access.

  • Exam Guide Sample Test Question #3

    In this lecture we look at Sample Test Question #3 in the Exam Guide. It goes into record visibility and mentions that there is a Private sharing model that has been set up. I walk you through how to dissect the question and determine what the right answer is.

  • Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules

    Beyond the out-of-the-box functionality of creating a new contact to associate it with an account, there are several other ways to establish relationships between accounts and contacts. We set up three additional features in our org that further extend and enhance the account to contact relations...

  • Implementing Account Hierarchy and Its Impact

    In this lecture, I show you how to view an account hierarchy, as well as to associate other accounts into the Hierarchy. We also address how to adjust the columns that are displayed in the Account Hierarchy page layout.

  • Data.com for Data Enrichment

    In this lecture, I show you how to assign a Data.com feature license to your user account. I then demonstrate how to locate Account and Contact records in Data.com and add them to your Salesforce account. We discuss how the Data.com Clean feature works and I introduce you to the Data.com Implemen...

  • Implementing Person Accounts

    In this lecture we discuss the process and implications of implementing person accounts in your org.

    Resources:
    Person Account Comparisons - Pros and Cons (From Technical Library) - https://help.salesforce.com/articleView?id=account_person.htm&type=5#Person_Account_Model

    Setting Up Person Accou...