Expert Guidance
Benefit from personalized coaching and mentorship from industry experts.
Hands-On Experience
Gain practical skills through real-world projects and simulations.
Career Advancement
Boost your resume and stand out in the competitive job market.
Who needs to attend this workshop?
These people are critical for the workshop's success and subsequent implementation. 1) Sales Leadership & Management: * Sales VP/Director: Provides strategic vision, sets goals (e.g., increase win rates, shorten cycles), and has budget authority. * Sales Operations Manager: The key stakeholder. They understand current processes, pain points, data, and reporting needs. They will be the bridge between leadership and daily users. *Sales Team Leads/Managers: Represent the day-to-day management of the sales team. They know team-specific challenges and can validate process designs. 2) Key End-Users (Sales Representatives): * Include a mix of top performers, average performers, and perhaps a struggling rep. They provide ground-level feedback on what works, what doesn't, and what would make their jobs easier. Their buy-in is crucial for adoption. 3) Project Sponsor (Executive Champion): * Usually a C-level or SVP (like Chief Revenue Officer, CEO). They have the ultimate authority to approve resources, budget, and timelines. Their presence, even if only at the start or end, signals the project's importance. 4) Administrators & IT: * Current or Future Salesforce Admin: They will build and maintain the system. Their input on feasibility, best practices, and long-term maintenance is vital. *IT Representative: Needed for discussions on data integration, security, single sign-on, and IT infrastructure. Extended Team (Highly Recommended, Depending on Focus) These roles become essential if the workshop scope touches their areas. 5) Marketing Operations/Marketing Team: * Critical for aligning lead management processes. They define what a "sales-ready lead" is and establish the Service Level Agreement (SLA) between marketing and sales. They ensure smooth lead handoff. 6) Customer Success/Account Management: * Important if the Sales Cloud rollout will impact post-sale processes, like handoffs, contract renewals, or upselling/cross-selling workflows. 7) Finance/Order Management: * Needed if the project includes Quote-to-Cash (CPQ & Billing). They define approval workflows, pricing rules, contract terms, and invoicing requirements. External Partners: Salesforce Consultant/Implementation Partner: They typically facilitate the workshop. They bring industry best practices, ask the right questions, and guide the design. System Integrators: If complex integrations with other systems (ERP, legacy software) are required.
What you'll learn
Become a Strategic Consultant, Not Just a Configurator
Learn the methodology to discover, design, and document business requirements, translating sales challenges into scalable Salesforce solutions—shifting from how to build to what and why to build.
Master End-to-End Sales Process Design
Gain expertise to architect the complete Lead-to-Cash lifecycle, including advanced automation, forecasting, territory management, and performance analytics—tying every feature to a business outcome.
Achieve Certification & Real-World Readiness
Intensive preparation for the challenging Sales Cloud Consultant exam, combined with hands-on exercises that simulate client scenarios, ensuring you can immediately apply the skills to actual implementation projects.
What you'll learn
Fast-Track to the Consultant Mindset
Accelerated training on the core discovery and design process, teaching you how to rapidly map complex sales requirements to Salesforce capabilities and create a high-level solution blueprint.
Deep Dive on High-Impact Configuration
Focused, intensive modules on the most critical technical areas: advanced automation with Flow, forecast & pipeline management, and complex reporting strategies for sales leadership.
Targeted Exam & Implementation Prep
Condensed, laser-focused review of the top exam objectives and real-world scenarios, equipping you with the essential frameworks and best practices needed to pass the certification and tackle common implementation challenges efficiently.
What you'll learn
Strategic Alignment & Visioneering
A rapid, facilitated session to align leadership and key stakeholders on the core business objectives, define success metrics, and create a shared vision for how Sales Cloud will transform their sales process.
High-Level Process Mapping & Pain Point Discovery
Quickly document the current “as-is” sales workflow, identify critical bottlenecks and inefficiencies, and collaboratively design a simplified “future-state” process map for the initial rollout.
Prioritized Roadmap & Immediate Next Steps
Conclude with a clear, agreed-upon list of prioritized requirements, a phased implementation plan (starting with a minimum viable configuration), and defined action items to launch the project.
Meet your Instructor
TBA
Curriculum
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1
Introduction to Salesforce Sales Cloud
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(Included in full purchase)
Salesforce Ecosystem
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(Included in full purchase)
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2
Sales Cloud Functional Areas
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(Included in full purchase)
Opportunity Management
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(Included in full purchase)
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3
Implementation and Configuration
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(Included in full purchase)
User Management and Security
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(Included in full purchase)
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4
Sales Analytics and Reporting
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(Included in full purchase)
Using Analytics for Decision Making
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(Included in full purchase)
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5
Exam Preparation and Tips
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(Included in full purchase)
Study Strategies and Resources
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(Included in full purchase)
What People Are Saying
Discover how our course is transforming careers and helping professionals succeed in the Salesforce ecosystem.
Passing the Sales Cloud exam completely changed how I use the platform day-to-day. I'm no longer just logging data; I'm using Einstein activity capture to automatically track my customer emails and getting AI-powered insights on which deals to prioritize. It’s made me more efficient and has directly helped me exceed my quota last quarter by using the tool to its full potential.
A Sales Representative
Ever since I got my Sales Cloud certification, I've moved from just managing user accounts to actually designing our sales team's workflow. I was recently put in charge of building a new automated lead assignment process, which has made our team 20% more responsive. This credential gave me the confidence and the proven expertise to take on these kinds of strategic projects.
A Sales Administrator
After I added the Sales Cloud certification to my credentials, my career completely transformed. I immediately started getting recruited for higher-level implementation projects and could confidently advise clients on best practices. It gave me a tangible credential that allowed me to command a higher day rate and establish myself as a true subject matter expert in the ecosystem.
A Business Consultant
NextEd Training Academy: Cancellation & Refund Policy for Live Instructor-Led Courses
1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date is eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, we are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.
Ready to Elevate Your Career?
Enroll now and unlock your potential as a Salesforce Certified Sales Cloud Consultant.