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Salesforce Sales Cloud Training


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.

Course Duration :- 40 hours
Upon the completion of the Informatica course, the candidates will be able to do the following:
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

KEY FEATURES

Accredited Training Partner

To teach real programming skills

Build a solid understanding

Educated Staff

Timesheets

Video Lessons

Modules / Levels

1. Industry Knowledge

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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