Sales Cloud Consultant Certification Course – Coming Soon

I am beyond excited about my upcoming course, the Salesforce Sales Cloud Consultant Certification Course.

Enroll in a FREE Sneak Peek of the course – contains many of the introductory lectures and over 30 minutes of video training.

With every course that I create, I find that it is the most challenging thing I have ever done in my professional career, and this course is no exception. My goal is to not only equip you fully, in order to pass the certification exam, but also to be successful in your various consulting engagements in the real world. To be alerted as soon as this course goes live, and to receive a deeply discounted promo code upon the course launch, simply let me know below: 

For more background on the course, as well as what to anticipate what this course will cover, refer to the Course Outline below. I will be uploading video previews to YouTube soon and will link to the videos from here.

Course Outline

Section 1: Introduction and Getting Started

  • 
 Introduction and Getting Started
    • Salesforce Sales Cloud Consultant Exam Guide
  • 
 Signing Up for a Free Salesforce Trailhead Account – Keep it For Life
  • 
 Logging in to Salesforce and Switching Between Lightning and Classic
  • 
 Downloading and Reviewing the Sales Cloud Consultant Exam Guide
  • 
Quiz 1: Introduction and Getting Started Quiz

Section 2 : Industry Knowledge

  • 
 Industry Knowledge Introduction
  • 
 Sales Metrics and Factors that Influence Them
    • Sales Metrics That Matter eBook (PDF)
  • 
 KPIs and Business Challenges
    • 7 Key Performance Indicators That Every Sales Manager Should Use
    • The Short Life of Online Leads – Harvard Business Review
    • Outbound Prospecting: by the Numbers
  • 
 Common Sales Processes and Key Considerations
  • 
 Practice Activity – Industry Knowledge Trailhead Units
  • 
Quiz 2: Industry Knowledge Quiz

Section 3 : Implementation Strategies

  • 
 Implementation Strategies Introduction
  • 
 Scenarios and Successful Consulting Engagement Phases
    • Best Practices for Implementing Salesforce CRM
    • Salesforce Agile Accelerator App
  • 
 Planning Phase of Consulting Engagements

    • Best Practices for Implementing Salesforce CRM
    • Getting Started with the Salesforce Agile Accelerator
    • Salesforce Agile Accelerator Success Community Group
  • 
 Requirements Gathering Phase of Consulting Engagements
    • UX Research Basics Trailhead Module
    • Analyze Your Findings Trailhead Unit
    • UX Research Basics Packs .zip Download – 4 Templates
  • 
 Designing Phase of Consulting Engagements
    • Using Data Access Design Patterns
  • 
 Building Phase of Consulting Engagements
  • 
 Testing Phase of Consulting Engagements
    • Developer Console Guide
  • 
 Documentation Phase of Consulting Engagements
    • Salesforce University Guide to Certification_Summer 16-2.pdf
  • 
 Sales Deployment Considerations
  • 
 Measuring the Success of a Sales Cloud Implementation Project
  • 
 Practice Activity – Implementation Strategies Trailhead Units
  • 
Quiz 3: Implementation Strategies Quiz

Section 4 : Sales Cloud Solution Design

  • 
 Sales Cloud Solution Design Introduction
  • 
 Designing an End-to-End Sales Process 
6:35
  • 
 It All Begins with a Lead in the Sales Process
  • 
 Lead Processes and Lead Qualification Stages
  • 
 Lead Field Mapping
  • 
 The Lead Conversion Process – an Opportunity is Born (and Contact and Account)
  • 
 Analyzing Customer Requirements to Determine Appropriate Solution Design
  • 
 Implementing Quotes
  • 
 Validation Rules and the Sales Process
  • 
 Automation Tools and the Sales Process
  • 
 Exam Guide Sample Test Question #2
  • 
 Configure, Price, Quote
  • 
 Account Teams
  • 
 Opportunity Teams
  • 
 Enterprise Territory Management Capabilities and Use Cases
  • 
 Implementing Orders in Salesforce
  • 
 Sales Process Capabilities of Salesforce1 Mobile
  • 
 Sales Process Use Cases of Salesforce1 Mobile
  • 
 Sales Process Design Considerations of Salesforce1 Mobile
  • 
 Practice Activity – Sales Cloud Solution Design Trailhead Units
  • 
Quiz 4: Sales Cloud Solution Design Quiz

Section 5 : Marketing and Leads

  • 
 Marketing and Leads Introduction
  • 
 Marketing Capabilities in the Sales Process
  • 
 Lead Scoring and Lead Qualification
  • 
 Managing Lead Data Quality
  • 
 Practice Activity – Marketing and Leads Trailhead Units
  • 
Quiz 5: Marketing and Leads Quiz

Section 6 : Account and Contact Management

  • 
 Account and Contact Management Introduction
  • 
 Social Accounts and Contacts
  • 
 Account and Contact Ownership and Visibility Considerations
  • 
 Sharing Rules – When To Use Them, and Why
  • 
 Exam Guide Sample Test Question #3
  • 
 Establishing Relationships Between Accounts and Contacts
  • 
 Implementing Account Hierarchy and Its Impact
  • 
 Data.com for Data Enrichment
  • 
 Implementing Person Accounts
  • 
 Practice Activity – Account and Contact Management Trailhead Units
  • 
Quiz 6: Account and Contact Management Quiz

Section 7 : Opportunity Management

  • 
 Opportunity Management Introduction
  • 
 Implementing Multiple Sales Processes
  • 
 Sales Stages, Forecasts and Pipeline
  • 
 Exam Guide Sample Test Question #1
  • 
 Opportunities and Assets
  • 
 Price Books and Opportunities
  • 
 Opportunity Product Line Items
  • 
 Product Scheduling and Opportunities
  • 
 Quotes and Opportunities
  • 
 Contracts and Opportunities
  • 
 Campaigns and Opportunities
  • 
 Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities
  • 
 Collaborative Forecasting
  • 
 Multiple-Currency Impact on Opportunities
  • 
 Exam Guide Sample Test Question #4
  • 
 Practice Activity – Opportunity Management Trailhead Units
  • 
Quiz 7: Opportunity Management Quiz

Section 8 : Sales Productivity

  • 
 Sales Productivity Introduction
  • 
 Enabling and Measuring Sales Productivity and Adoption
  • 
 Email Tools for Salesforce
  • 
 Sales Path
  • 
 Collaborating in the Sales Process Using Chatter
  • 
 Content vs. Chatter Files in the Sales Process
  • 
 Work.com and Sales Productivity
  • 
 Quip
  • 
 Einstein in Sales Cloud
  • 
 Mobile Solutions for Sales Productivity
  • 
 Practice Activity – Sales Productivity Trailhead Units
  • 
Quiz 8: Sales Productivity Quiz

Section 9 : Communities and Site Management

  • 
 Communities and Site Management Introduction
  • 
 Implementing Communities
  • 
 Exam Guide Sample Test Question #5
  • 
 Implementing Ideas
  • 
 Force.com Sites
  • 
 Practice Activity – Communities and Site Management Trailhead Units
  • 
Quiz 9: Communities and Site Management Quiz

Section 10 : Sales Cloud Analytics

  • 
 Sales Cloud Analytics Introduction
  • 
 Sales Reports
  • 
 Report Filters, Sharing Rules, Teams and Visibility
  • 
 Sales Dashboards
  • 
 Sales Reporting Snapshots
  • 
 Practice Activity – Sales Cloud Analytics Trailhead Units
  • 
Quiz 10: Sales Cloud Analytics Quiz

Section 11 : Integration and Data Management

  • 
 Integration and Data Management Introduction
  • 
 Common Sales Cloud Integrations
  • 
 Sales Cloud Data Migration
  • 
 Large Data and Transaction Volumes
  • 
 Practice Activity – Integration and Data Management Trailhead Units
  • 
Quiz 11: Integration and Data Management Quiz

Section 12 : Next Steps

  • 
 Sales Cloud Consultant / Implementation Expert Interview Tips
  • 
 Registering for the Sales Cloud Consultant Certification Exam
  • 
 Taking the Exam – Online vs. On-site
  • 
 Test Taking Strategies
  • Bonus Lecture 



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