Sales Lifecycle
Given business requirements, metrics, key performance indicators (KPIs), or business challenges, determine the optimal solution in Sales Cloud.
Given a scenario, discuss common sales and marketing processes and anticipate key implementation considerations.
Identify when to use Sales Cloud features and related products such as Sales Engagement, Salesforce Inbox, Enterprise Territory Management, Opportunity Forecasting, Sales Cloud Einstein, and generative/predictive AI.
Consulting and Implementation Strategies
Prior to an implementation, assess user experience, the communication plan, training, and change management, and establish metrics that measure success.
Post implementation, determine how to respond to low adoption, changing business requirements, and user access, and plan for continuous improvement.
Leverage the project management lifecycle to deliver a successful solution on time and within scope.
Conduct discovery workshops, analyze business requirements, define solutions, and prioritize use cases.
Practical Application of Sales Cloud Expertise
Given a set of requirements, construct an end-to-end sales process within Salesforce that supports the business from Lead to Opportunity to Quote to Close.
Given a set of business requirements, identify the appropriate security model (sharing rules, role hierarchy, Account Teams, Opportunity Teams, permission sets, permission set groups).
Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
Predictive and Generative AI
Understand what generative AI tools are available in Agentforce for Sales.