Salesforce Certified Sales Cloud Consultant

at Certstaffix Training - Flatiron

Course Details
$1,895 4 seats left
Start Date:

Wed, Oct 30, 10:00am - Nov 01, 5:00pm (3 sessions)

Next start dates (1)

Flatiron, Manhattan
276 5th Ave Ste 704
Btwn W 29th & W 30th Streets
New York, New York 10001
Purchase Options
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 3

What you'll learn in this salesforce training:

A student in this class will learn how to be a Salesforce Sales Cloud Consultant.  This class will cover: Software Development Lifecycles, project management strategies, the architecture, the model, view, controller design pattern, and typical salesforce automation goals.  

Training will go more in depth on the coverage of system security topics such as: 
  • Users
  • Licenses
  • Profiles
  • Field Level Security
  • Permission Sets
  • Delegated Administration
  • Record Security
  • Organization Wide Defaults
  • Role Hierarchy & Roles
  • Sharing Rules
  • Account Teams
  • Sales Teams
  • Territory Management & Queues.  
The object model related to sales force automation is thoroughly covered as well with sections on: 
  • Accounts
  • Contacts & Person Accounts
  • Opportunities
  • Products & Price Books
  • Quotes
  • Forecasting
  • Assets
  • Contracts
  • Leads and Campaigns
Finally, topics concerning integration, success metrics, analytics and best practices will be explored. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class.

Course Lessons:

Day 1

  • Agenda & Course Overview
  • Software Development Lifecycle (SFDC) / Project Management Strategies
  • Architecture & Model, View, Controller
  • Setting up a Practice Site
  • MultiCurrency
  • Salesforce Automation Goals / Introduction to GenWatt
  • System Security
    • Users
    • Licenses
    • Profiles
    • Field Level Security
    • Permission Sets
    • Delegated Administration
  • Record Security
    • Record Ownership / Full Access
    • Organization Wide Defaults
    • Role Hierarchy & Roles
    • Sharing Rules
    • Manual Sharing
    • Account Teams
    • Opportunity Teams
    • Territory Management
    • Queues

Day 2

  • Security & Sharing Knowledge Check
  • Sales Relationships
  • Accounts
  • Contacts & Person Accounts
  • Opportunities
  • Products & Price Books
  • Quotes
  • Forecasting, Assets & Contracts
  • Sales Productivity Tools & Chatter

Day 3

  • Marketing Goals & Relationships
  • Leads
  • Campaigns
  • Content
  • Partner Portal & Communities
  • Salesforce to Salesforce
  • Reports & Analytic Snapshots
  • Dashboards
  • Lead Quality & Scoring
  • Data Migration & Data Integration
  • Visual Force & Apex
  • User Adoption
  • Metrics & Key Performance Indications (KPI)
  • User Interface & Search Settings
  • Session Wrapup
To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities or have basic administrative experience such as setting up or managing the Sales Cloud® (Accounts, Contacts, opportunities, and so forth). 

You can obtain this level of skills and knowledge by taking the following course: Introduction to for Sales Representatives (Classic or Lightning, depending on what your Company is using).

Headsets for free, Guaranteed to Run, Re-Takes for free (Up to 6 months), Interactive Classroom environment.

Registration Note: We can only accept students into our classes whose tuition is being paid by an employer or sponsoring organization. Self-paying individuals cannot enroll.

School Notes:
Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.

The classes are instructor-led live training you attend in a local classroom or from your home/office. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.

Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.

Still have questions? Ask the community.

Refund Policy
You can cancel or reschedule your registration without penalty or charge provided you give notice of 10 business days (M-F) or more days before the start of my class.

If you request to cancel or reschedule your registration 10 Business Days (M-F) or less days before the class start you will be charged 100% the course fee and will not be entitled to a refund. You have one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.

You cannot change your class location ten (10) Business days (M-F) or less before the class start because Certified Staffing Solutions has shipped training materials and provisioned resources. Location changes requested prior to that timeframe are subject to availability and may incur an additional charge.

Should Certified Staffing Solutions need to cancel your class due to insufficient enrollment, or postpone it due to events beyond their control, Certified Staffing Solutions will notify you as soon as possible. In such cases, you may reschedule to a future class date at no additional charge or receive a refund for any money on account relating to that registration.

Travel arrangements and costs are the sole responsibility of the student. Certified Staffing Solutions suggests obtaining refundable reservations. Certified Staffing Solutions classes are confirmed approximately 14 days before the start of the class. We cannot guarantee class commitments before that window of time. Certified Staffing Solutions will not be responsible for any cancellation costs incurred, including but not limited to, airline/mass transit tickets, hotel reservations and so on.


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Start Dates (2)
Start Date Time Teacher # Sessions Price
10:00am - 5:00pm Remote Instructor 3 $1,895
This course consists of multiple sessions, view schedule for sessions.
Thu, Oct 31 10:00am - 5:00pm Remote Instructor
Fri, Nov 01 10:00am - 5:00pm Remote Instructor
10:00am - 5:00pm Remote Instructor 3 $1,895
This course consists of multiple sessions, view schedule for sessions.
Wed, Dec 11 10:00am - 5:00pm Remote Instructor
Thu, Dec 12 10:00am - 5:00pm Remote Instructor

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Certstaffix Training

Certified Staffing Solutions specializes in providing computer training and instructors nationwide. Our instructors are professional trainers and utilize hands-on exercises to reinforce lecture. Each averages more than 5 years delivering classes to business professionals.

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