Salesforce Sales Cloud

Sales Cloud course is designed for those who are in a customer facing role and want to learn the Sales business process and implement using the Salesforce features.. You will be able to successfully design and implement Sales Cloud solutions that are upto client expectations.

Enroll Now

Overview

Anvisto offers both live instructor-led classroom training and self-paced online training for you to become a Sales Cloud expert. The Sales Cloud is one of the most deployed products on the Salesforce eco system and has some great business features that are used by companies.

The course provides a complete insight into the Sales Cloud, automations, customizations and much more. With Anvisto’s expert trainer supporting you ramping up, the journey to become a Sales Cloud consultant wil be much promising.

Key Highlights

One-on-One with Industry

Placement Assistance

1:1 Mock Interview

Who Can Apply?

If you have basic knowledge of Salesforce, you are already eligible for the course. However, it is not a mandatory ask since as part of the course, our trainer caters to new entrants coming from different platforms and backgrounds to make them feel confident.

If you have any questions, do reach us for a free counseling

Curriculum

Module 01 - Introduction

Salesforce, Various Clouds, Sales Cloud
Business use case
Explain the factors that influence sales metrics, KPIs and business challenges.
Explain common sales processes and key considerations.

Module 02 - Implementation Strategies

Facilitate consulting engagement

Plan, gather requirements, design, build, test, and document.

Determine appropriate sales deployment considerations.

Module 03 - Salesforce Configuration

Profiles, Roles, Permission Sets
Objects, Fields, Relationships, Validation Rules
Automation, Flows, Email Alerts, Field Updates, Screen Flows
Lead Process, Sales Process

Module 04 - Salesforce Customization

Overview of customization options
Triggers, Batch, Schedule
Aura, LWC overview
Integration overview – REST, SOAP

Module 05 - Sales Cloud Solution Design

Design an end-to-end sales process from lead to opportunity to quote to close to order.
Analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
Identify an appropriate approach when designing the lead conversion process.
Describe the implementation considerations when designing a sales process. (validation rules, process builder, automation, record types, page layouts, workflow, Visualflow and triggers).
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 Enterprise territory management.
Explain the capabilities, use cases and design considerations when implementing Orders.
Explain the capabilities, use cases and design considerations of Salesforce mobile applications pertinent to the sales process

Module 06 - Marketing and Leads

Explain how marketing capabilities support the sales process.
Appropriate methods for lead scoring and criteria for lead qualification.
Best practices for managing lead data quality.

Module 07 - 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.

Module 08 - 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.

Module 09 - 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. Salesforce Files in the sales process.

Module 10 - Communities and Site Management

Explain the use cases for Communities and sites in the sales process. (Customer, Partner, Ideas, Force.com Sites, etc.).
Identify the impact of enabling Communities.

Module 11 - Sales Cloud Analytics

Given a set of desired metrics, determine the appropriate report, dashboard or reporting snapshot solution.
Describe the implementation considerations of multi-currency on reports and dashboards.

Module 12 - 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.

Corporate Training

We Give Corporate Employees the Training They Need to Learn & Lead

Details



Flexible Timings



40 Hours Training



Certification



24/7 Support

Student Success Stories

Enrolling in the Salesforce Sales Cloud online training was one of the best decisions I made for my career. The course was well-structured, easy to follow, and provided me with the skills and confidence to excel in salesforce administration. I’m grateful for the invaluable knowledge I gained through this training.

Sofia B

I recently completed the Salesforce Sales Cloud online training and it exceeded my expectations from Anvisto. The course content was comprehensive, the instructors were knowledgeable, and the hands-on exercises helped me apply what I learned in real-world scenarios. Highly recommended!

Saksham S

The Salesforce Sales Cloud online training provided by Anvisto was exceptional. The instructors were fantastic, always ready to assist and clarify any doubts. Course material was up-to-date and relevant, ensuring I gained a deep understanding of the subject matter. I feel more prepared than ever to leverage Salesforce.

Shreya Verma