Sales Cloud Consultant

Two-day hands-on course teaches you the basics of Salesforce Sales Cloud.

ABOUT OUR SALES CLOUD CONSULTANT COURSE

This two-day hands-on course teaches you the basics of configuring and managing Salesforce Sales Cloud.

Setup and Configuration of

Campaign Management
Leads, Web-to-Lead and Lead Conversion
Account and Opportunity Teams
Opportunity Sales
Processes, Products and Price Books
Quotes, Orders and Contracts
Sales Territory Management
Collaborative Forecasting
Pipeline Reporting
Lightning Console for Sales
Salesforce Mobile App
Salesforce for Outlook and Gmail

Concepts of Solution Design and Implementation

Useful AppExchange packages and third party integrations
Practice Exams and advice for the Sales Cloud Consultant Certification Exam

REQUEST TRAINING

Hire us to train your team. We’ll develop a customized training package the suits your company’s needs.

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COURSE FORMATS

Classroom

In person with the instructor at one of our classroom facilities in Atlanta, GA or Clearwater, FL. The five-day classroom format runs Monday through Friday 9am – 5:30pm local time.

Virtual

Attend live from anywhere via Webex. The five-day virtual format runs Monday through Friday 9am – 5:30pm Eastern Time [GMT -5].

YOUR COURSE INSTRUCTOR

I am a Customer Service Operations consultant with more than 14 years experience implementing customer contact center software with one of the largest consulting firms in the world. I am an expert in Salesforce, ServiceMax, and Knowledge Centered Support. I have architected and implemented some of the most complex Salesforce implementations globally for companies in the Fortune 50. I have guided more than 9,000 people through Salesforce certifications, and I have trained thousands of end users on Salesforce.

As a strategic Salesforce consulting partner, for several years I helped to write and review new questions for Salesforce certification exams.

CONTACT US, WE'D LOVE TO TALK.

Have questions? Interested in scheduling an instructor led training course for your company? Just want to say hello? No problem, send us a message and we’ll get back to you! We are typically able to respond within 24 hours!