SALESFORCE SALES CLOUD

Salesforce Sales Cloud – Course Curriculum

Module 1 – Introduction to Sales Cloud: Overview of Salesforce Sales Cloud, its features, benefits, and the role it plays in managing sales processes.

Module 2 – Sales Cloud Setup & Navigation: Setting up Sales Cloud in Salesforce, understanding standard objects like Leads, Accounts, Contacts, Opportunities, and Products.

Module 3 – Lead & Opportunity Management: Managing leads, converting leads to opportunities, opportunity stages, forecasting, and pipeline management.

Module 4 – Accounts & Contacts Management: Creating and maintaining accounts and contacts, managing relationships, and understanding account hierarchies.

Module 5 – Sales Automation & Processes: Configuring workflows, approval processes, process builder, and using automation tools to streamline sales activities.

Module 6 – Products, Price Books & Quotes: Setting up products, managing price books, generating quotes, and integrating with opportunities.

Module 7 – Reports & Dashboards: Creating sales reports, dashboards, tracking KPIs, and analyzing sales performance metrics.

Module 8 – Territory & Campaign Management: Implementing territory management, designing sales territories, and managing marketing campaigns.

Module 9 – AI & Einstein in Sales Cloud: Introduction to Einstein Sales Analytics, predictive lead scoring, opportunity insights, and AI-driven recommendations.

Module 10 – Security & Permissions: Setting up roles, profiles, sharing rules, and field-level security for sales users.

Module 11 – Real-time Project & Certification: Implementing a complete Sales Cloud solution including leads, opportunities, automation, dashboards, and final assessment for certification.