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Salesforce Sales Cloud – An Implementation Handbook · LearnSpace
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Salesforce Sales Cloud – An Implementation Handbook

Курс от Packt
Начальный≈ 17.8 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This Sales Cloud implementation guide walks you through everything you need to design and deliver a successful solution, explaining business concepts as it walks you through a typical development project flow. This resource provides a comprehensive guide to mastering Salesforce Sales Cloud, focusing on practical implementation strategies and real-world applications. It helps learners unlock the platform's full potential and apply it effectively to solve sales challenges. Designed for both new and experienced users, it offers actionable insights to drive business success. This guide is ideal for Salesforce administrators, consultants, and business analysts looking to implement or enhance Sales Cloud solutions. It assumes basic knowledge of Salesforce and is suitable for those with some experience in sales operations or system implementation. A Step-by-Step Guide to Optimize Sales Processes, Boost Productivity, and Drive Revenue Growth This course is based on Salesforce Sales Cloud – An Implementation Handbook, by Kerry Townsend.

Навыки, которые вы освоите

Application Lifecycle ManagementSalesforceSales ProcessLead GenerationSales TrainingSales ManagementSales EnablementApplication DeploymentRelease ManagementMarketingSalesforce DevelopmentData MigrationCloud ApplicationsProcess DesignDemand GenerationCustomer Relationship Management (CRM) SoftwareSales OperationsSales Territory ManagementSales StrategyProcess Modeling

Программа курса

14 модулей · 154 учебных материалов

01Preparing For Success9 материалов

Driving Sales Success: Strategy, Pipeline, and Adoption

OverviewВидеоIntroductionЧтениеManaging the Sales PipelineЧтениеAlignment with Company Strategy and ValuesЧтение

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Преподаватель курса

Salesforce Sales Cloud – An Implementation Handbook
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Обучение на Coursera

≈ 17.8 ч

14 модулей

Язык: Английский

Часть программы вашего университета
Aligning Sales Pipeline Strategy with Company GoalsDIALOGUE
The Importance of AdoptionЧтение
Barriers to AdoptionЧтение
Defining the Scope of Your ImplementationЧтение
Strategic Implementation and Organizational AlignmentЗадание
02Defining the Approach19 материалов

Mastering Salesforce ALM: From Planning to Deployment

OverviewВидеоIntroductionЧтениеLow-Code and Pro-Code DevelopmentЧтениеWaterfallЧтениеSalesforce Environment Strategy and DevOps ToolsЧтениеChange SetsЧтениеSFDXЧтениеDeveloping a Testing ApproachЧтениеThe Impact of Deployment Methodology and Environment Strategy on TestingЧтениеUnderstanding Salesforce ALM and Deployment ApproachesDIALOGUETest Strategy versus Test Plan versus Test CasesЧтениеTest PlanЧтениеAutomated TestingЧтениеChange Management and TrainingЧтениеWhat Are the Principles of Change Management?ЧтениеPlanning Your TrainingЧтениеLearning StylesЧтениеTrailheadЧтениеSalesforce Implementation PracticesЗадание
03Design and Build: The Core Sales Process18 материалов

Crafting Effective Sales Solutions with Salesforce

OverviewВидеоIntroductionЧтениеCommon Sales FrameworksЧтениеIdentifying Your StakeholdersЧтениеInformation Gathering MethodsЧтениеPersonas and ActorsЧтениеOvercoming ObjectionsЧтениеSales Cloud Data ModelЧтениеDesigning a Sales Process SolutionDIALOGUEOWDs and Sharing RulesЧтениеPipeline InspectionЧтениеPerson AccountsЧтениеModeling Complex Account and Contact StructuresЧтениеOpportunities Products and Price BooksЧтениеPrice Book EntryЧтениеActivitiesЧтениеAccount Team, Opportunity Team, and Opportunity SplitsЧтениеSales Process FundamentalsЗадание
04Design and Build: The Lead Generation Process15 материалов

Mastering Lead Generation and Sales Automation

OverviewВидеоIntroductionЧтениеUnderstanding How Your Organization Generates BusinessЧтениеCommunication ChannelsЧтениеAsking Good QuestionsЧтениеSalesforce Consent Data ModelЧтениеLeadsЧтениеUnderstanding Lead Generation ConceptsDIALOGUELead ConversionЧтениеLead QueuesЧтениеLead Auto Response RulesЧтениеCampaignsЧтениеCampaign Member StatusesЧтениеOther ObjectsЧтениеLead Generation FundamentalsЗадание
05Design and Build: Sales User Productivity15 материалов

Crafting Efficient Sales Experiences with Salesforce

OverviewВидеоIntroductionЧтениеDesign PrinciplesЧтениеLightning Applications (Apps)ЧтениеLightning Page LayoutsЧтениеHighlights PanelЧтениеHome PageЧтениеOptimizing Sales Cloud UI for ProductivityDIALOGUEScoping RulesЧтениеEditing Fields InlineЧтениеProcess BuilderЧтениеEinstein Activity Capture StandardЧтениеGoing MobileЧтениеSettingsЧтениеSalesforce Productivity EnhancementsЗадание
06Bringing Data into Sales Cloud14 материалов

Mastering Data Integration in Salesforce

OverviewВидеоIntroductionЧтениеIdentifying Available DataЧтениеAssessing the DataЧтениеPreparing Your DataЧтениеSelecting Your Data-Loading ToolЧтениеPreparing Data for Sales CloudDIALOGUESalesforce Bulk APIЧтениеWhich Tool to UseЧтениеConfirming Settings and MappingЧтениеPlanning Your Legacy Data LoadЧтениеEnabling Audit FieldsЧтениеCommunicationЧтениеData Load Strategies and Best PracticesЗадание
07Getting Sign-Off7 материалов

Mastering Stakeholder Alignment Through Strategic Sign-Offs

OverviewВидеоIntroductionЧтениеWho is involved?ЧтениеSecuring Stakeholder Sign-Off for a Cloud MigrationDIALOGUETypes of Sign-offЧтениеBuild Sign-OffЧтениеSign-Off in Project ImplementationЗадание
08Executing Testing9 материалов

Mastering the Testing Lifecycle in Sales Cloud

OverviewВидеоIntroductionЧтениеCreating Test Plans and Executing TestingЧтениеQuality Assurance TestingЧтениеDesigning Test Cases from User StoriesDIALOGUESystem Integration TestingЧтениеUser Acceptance TestingЧтениеTranslating Users' Stories into Test CasesЧтениеTesting Fundamentals in Software ImplementationЗадание
09Executing Training6 материалов

Building Effective Training Strategies and Materials

OverviewВидеоIntroductionЧтениеDesigning a Training Plan for Sales Cloud AdoptionDIALOGUEDeveloping Your Training PlanЧтениеCreating Training MaterialsЧтениеEffective Training Strategies for Sales Cloud AdoptionЗадание
10Deployment Planning7 материалов

Mastering the Art of Smooth Software Deployment

OverviewВидеоIntroductionЧтениеCreating a Deployment PlanЧтениеUnderstanding Deployment Planning PhasesDIALOGUEDeployment ChecklistЧтениеGoing LiveЧтениеDeployment Planning FundamentalsЗадание
11Territory Management9 материалов

Designing Strategic Sales Territories and Effective Assignment Rules

OverviewВидеоIntroductionЧтениеUnderstanding Your Organization's Territory StrategyЧтениеTerritory TypesЧтениеConfiguring Sales Territories in SalesforceDIALOGUETranslating Territory Requirements into a DesignЧтениеSetting Up Sales TerritoriesЧтениеSet Up Assignment RulesЧтениеSalesforce Territory Management FundamentalsЗадание
12Modeling Additional Processes with Sales Cloud9 материалов

Mastering Sales Cloud Workflows: Quotes, Contracts, and Custom Objects

OverviewВидеоIntroductionЧтениеAdditional Sales Cloud FunctionalityЧтениеQuotes and Quote Line ItemsЧтениеModeling Quotes and Contracts in Sales CloudDIALOGUEContractsЧтениеOrders and Order Line ItemsЧтениеCustom ObjectsЧтениеSales Cloud Process Integration and Object ManagementЗадание
13Common System Integrations9 материалов

Connecting Sales Cloud with Enterprise Systems: Strategies and Best Practices

OverviewВидеоIntroductionЧтениеCommon IntegrationsЧтениеFinance and Accounting SystemsЧтениеResolving Data Integration Challenges with Sales CloudDIALOGUESystems Integrations OverviewЧтениеData MasteringЧтениеUni-Directional vs Bi-DirectionalЧтениеSystem Integration FundamentalsЗадание
14Extending with the AppExchange8 материалов

Unlocking Salesforce Potential Through AppExchange

OverviewВидеоIntroductionЧтениеConsultantsЧтениеEvaluating AppExchange SolutionsDIALOGUEThe Power of AppExchangeЧтениеCommon Types of Applications to Enhance Your ImplementationЧтениеAppExchange and Salesforce IntegrationЗаданиеThe Salesforce Sales Cloud – An Implementation Handbook Final AssessmentЗадание