Salesforce Prepare for your Sales Cloud Consultant Certification Exam (CRT251)

Price
$900.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Discover how to boost your exam readiness and gain the confidence you need to become a Salesforce Certified Sales Cloud Consultant. In this 1-day instructor-led certification prep course, reinforce your knowledge of Sales Cloud features and functionality by reviewing exam objectives, including lead management, account and contact management, opportunity management, sales productivity and integration, and data management. Answer practice questions to assess your knowledge of exam topics and maximize your success on the Salesforce Service Cloud Consultant certification exam.

Course Objectives

  • Recall exam objectives.
  • Discuss product features and functionality covered on the exam.
  • Assess your exam readiness by answering practice questions.

Who Should Attend?

  • This course is designed for anyone who is actively preparing to earn their Sales Cloud Consultant credential.
  • Please Note: This course includes a voucher for the Salesforce Sales Cloud Consultant certification exam.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Students should hold the Salesforce Administrator credential and have at least one year of experience using Salesforce, working with sales processes, and implementing customer-facing Sales Cloud solutions. They should feel comfortable with all concepts covered in the Salesforce Certified Sales Cloud Consultant Exam Guide.

Agenda

1. Introduction and Overview

  • Conduct Introductions
  • Review Exam Objectives
  • Follow Sales Cloud Fast Path
  • Discuss Implementation Strategies
  • Understand the Value of Business Analysis

2. Account and Contact Management

  • Describe Accounts and Contacts
  • Define Enterprise Territory Management
  • Determine Account Access

3. Campaign and Lead Management

  • Understand Campaign Influence
  • Outline the Campaign Lifecycle
  • Convert Leads
  • Assess Lead Data Quality
  • Report on Leads

4. Opportunity Management

  • Follow Custom Paths
  • Plan Product Schedules
  • Organize Products, Price Books, and Quotes
  • Conduct Advanced Currency Management

5. Forecasting

  • Generate Collaborative Forecasts
  • Conduct Historical Trend Reporting
  • Build Custom Report Types
  • Design Reporting Snapshots
  • Analyze Project Success

6. Sales Productivity

  • Assess Sales Productivity Features
  • Integrate with Outlook
  • Work with Gmail
  • Navigate the Lightning Sales Console
  • Familiarize Yourself with Salesforce Mobile
  • Collaborate with Chatter
  • Track Email Opens
  • Boost Sales Productivity with Quip and Enhanced Notes

7. Integration and Data Management

  • Follow Data Migration Steps and Tools
  • Handle Large Data Volumes
  • Determine Integration Options
  • Capture External IDs
  • Harness Skinny Tables
  • Improve Report Performance

8. Practice Exam

 

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