The Complete Salesforce Sales Cloud Implementation Course
A hands‑on, step‑by‑step course that teaches you how to implement, configure, and optimize Salesforce Sales Cloud for real‑world sales teams.
A hands‑on, step‑by‑step course that teaches you how to implement, configure, and optimize Salesforce Sales Cloud for real‑world sales teams.
This comprehensive course covers the entire Salesforce Sales Cloud implementation lifecycle—from initial discovery and requirements gathering, through configuration, customizations, data migration, and integration, to final rollout and change management. You’ll learn to set up standard and custom objects, automate lead and opportunity management, build dashboards and reports, and leverage Salesforce Einstein AI features like forecasting and opportunity scoring.
Designed for administrators, consultants, and project managers, the curriculum combines expert‑led lectures with hands‑on labs. Modules include security model design, Sales Cloud automation (Process Builder, Flow), data import/export best practices, and user training techniques. By the end, you’ll have a complete implementation checklist and a working Sales Cloud org ready for production.
- Introduction
- Supporting Tools and Information
- Common Sales Challenges
- Managing the Sales Pipeline
- Forecasting Accuracy
- Increasing Sales Productivity
- Achieving Sales and Marketing Alignment
- Alignment with Company Strategy and Values
- The importance of Adoption
- Barriers to Adoption
- What is your Approach?
- Defining the Scope of your Implementation
- Summary
- Introduction
- Salesforce ALM
- Low-code and Pro-code Development
- Development Methodologies
- Salesforce Environment Strategy and DevOps Tools
- Implementation Environment Strategy
- Salesforce Native Life Cycle Management Tools
- Change Set Limitations
- What is DevOps?
- Developing a Testing Approach
- Testing Low Code versus Pro Code
- The impact of deployment methodology and environment strategy on testing
- Types of Testing
- Test Strategy versus Test Plan versus Test Cases
- Test Strategy
- Test Plan
- Test Cases
- Beyond the Basics
- Change Management and Training
- Why is change management important?
- Planning your Training
- What is a training plan?
- Salesforce Resources
- Summary
- Introduction
- Understanding your Sales (Business) Process
- Gathering Information on the Sales Process
- Information Gathering Methods
- Documenting Findings
- Diagramming
- Harmonizing the Sales Process
- Sales Cloud Data Model and Security
- Sales Cloud Data Model
- Sales Cloud Security
- Reports and Forecasting/Reporting Metrics
- Sales Cloud Capabilities
- Summary
- Introduction
- Understanding How your Organization Generates Business
- Customer Buying Journey
- Demand Generation versus Lead Generation
- B2B versus B2C
- Personal Data Regulation
- What is a Lead?
- Gathering Information on the Lead Generation Process
- Lead Generation Data and Security Model
- Sales Cloud Data Model
- Salesforce Consent Data Model
- Sales Cloud Security
- Leads
- Lead Conversion
- Feature Settings
- Web-to-Lead
- Lead Assignment Rules
- Lead Auto Response Rules
- Key Considerations
- Campaigns
- Customizable Campaign Influence
- Translating Lead Generation Process Requirements into Design
- Summary
- Introduction
- The Importance of User Experience (UX) Design
- Why is it important?
- Design Principles
- Salesforce Certified User Experience (UX) Designer
- Sales Cloud User Interface (UI) design
- Lightning Applications (Apps)
- Page Layouts
- Dynamic Forms
- Dynamic-Related List
- Home Page
- List and Inspection Views
- Scoping Rules
- Analyzing and visualizing data – Reports and Dashboards
- Report Formats
- Editing Fields Inline
- Automation
- Automation Tools
- Email and Calendar Integrations
- Einstein Activity Capture Standard
- Sending emails from Lightning Experience via Gmail or Office 365
- Email to Salesforce
- Going Mobile
- Working Offline
- Settings and Considerations
- In-App Guidance
- Summary
- Introduction
- Identifying Data to Load
- Identifying Available Data
- Assessing the Data
- Deciding what Data to Load
- Preparing your Data
- Selecting your Data-loading Tool
- Salesforce-supported Tools
- Data Import Wizard
- Salesforce Data Loader
- Third-party Tools
- Which Tool to Use
- Loading Data
- Data Mapping and Formatting
- Executing a Data Load
- Validating a Data Load
- Planning your Legacy Data Load
- Preloading Steps
- Post-loading Steps
- Summary
Basic understanding of CRM concepts
Familiarity with sales processes (lead-to-cash cycle)
Salesforce Developer Edition account (free)
Internet‑connected computer and modern web browser
Optional: completion of the free “Salesforce Fundamentals” Trailhead module
Configure and customize Salesforce Sales Cloud objects, fields, and page layouts
Automate sales processes using Process Builder and Lightning Flow
Migrate and cleanse data with Data Loader and Data Import Wizard
Build custom reports, dashboards, and Einstein AI forecasts for sales analytics
Develop and execute a complete rollout and change management plan for end users
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Last Updated
Jul 07, 2025
Students
0
language
English
Duration
00h 00mLevel
beginner
Expiry period
Lifetime
Certificate
Yes
English
Certificate Course
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00h 00m