ADX251 + CRT251

Sales Cloud Consultant

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Want to learn how to design and manage solutions that support your customers’ business processes? By combining your experience working with sales and marketing organisations and with the Salesforce tool, you’ll soon gain the skills needed to take the entire process from solution design through to implementation. Upon completion of Sales Cloud Administration: Products, Quotes, Orders & Collaborative Forecasts you’ll be able to optimise Sales Cloud features and functionalities as and when needed, giving your customer peace of mind and confidence with the ability to prioritise and escalate problems.

Course Highlights

Location

Virtual or in-person

Schelude

16 hours

Teach

Taught in Spanish. Materials in English

List

Salesforce certified instructors

Group

Small class size

Certificate
Course
Trailhead Academy Authorized Training Provider

Outcomes

Upon completion of this course you will be able to:

  • Describe the relationships between opportunities, products, price books, quotes, contracts, and orders
  • Create and customize products and price books to track products and the various prices at which they are sold
  • Add products to opportunities
  • Generate quotes showing the proposed prices for products and services
  • Sync quotes to opportunities
  • Add products to orders to track customers’ requests for products and services
  • Describe the capabilities of Collaborative Forecasts
  • Enable forecasts for users
  • Configure multiple forecast types to forecast based on opportunities, product families, opportunity splits, and custom fields
  • Map opportunity stages to forecast categories
  • Define forecast managers and enable adjustments
  • Add quota data for users
  • Build forecast and quota reports

Who is it for?

Sales Cloud Consultant is recommended as preparation for the Sales Cloud Application objectives on both the Salesforce Certified Advanced Administrator and Sales Cloud Consultant exams.

Requirements

Sales Cloud Administration: Products, Quotes, Orders, and Collaborative Forecasts is designed for:

  • Administrators with at least six months of experience using Salesforce; and/or...
  • Administrators who have completed the Administration Essentials for New Admins course

Content & Methodology

Download the brochure of this course

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