Objective
- How to navigate efficiently through the Sales Cloud interface
- Managing the sales lifecycle, from creating a Lead to closing a deal
- How to use the reporting tools integrated into Sales Cloud for informed decision-making
Professions
- Head of Sales
- Business Developer
- Sales Engineer
- Business Engineer
Modalities
Course in French or English Classroom-based or Online Course
For whom? : Students In-person Course: 8 hours
Prerequisites: None E-learning Course: 8 hours
Ressources
Access to the SaaS software - Sales Cloud is provided for each student during the practical course.
Certified Sales Cloud Trainer
Certificate: Certificate of Achievement
Practical Software Course
Module 1: Introduction à Salesforce et à Sales Cloud
- Overview of Salesforce and Sales Cloud
- User account creation
- Understanding the user interface
- Understanding data structure in Sales Cloud
- Navigation in Sales Cloud
- Management of tabs and list views
- Overview of standard and custom objects
Module 2: Contact and Account Management
- Creation and management of accounts
- Adding associated contacts
- Using relationships between accounts and contacts
- Importing contact and account data
Module 3: Opportunity Management
- Introduction to opportunities
- Creation and updating of opportunities
- Tracking opportunities with sales stages
- Using probabilities and expected amounts
Module 4: Activities and Tasks
- Task and reminder management
- Using the calendar in Salesforce
- Recording and tracking activities
- Creating tasks related to opportunities
Module 5: Reports and Dashboards
- Introduction to reports in Sales Cloud.
- Creation of simple reports
- Customization of reports
- Creation of dashboards for performance tracking
Module 6: Customization and Automation
- Customization of detail pages
- Using custom fields
- Process automation with workflows
- Introduction to triggers
Practical case and simulation of using Salesforce Sales Cloud CRM
- Managing a sales cycle
- Sales process, Lead to Close
- Evaluation et attestation de réussite
Functioning of the practical course
The in-school practical software course is a course from the Educ Software catalog that takes place within a classroom in your institution. The practical course occurs both in-person and partly through e-learning, with students completing individual assignments supported by an instructor, who can be reached via messaging if needed.
If you desire a customized course program, Educ Software puts its expertise at the service of your institution. Contact us
