M1
Sales process discovery
Lead-to-opportunity lifecycle, sales stages, qualification, sales teams and requirements workshops.
Functional Consulting · Learning Path CSales Cloud Consultant
Sales Cloud Consultant
Training Course
Learn to map a business sales process to Salesforce configuration. Topics include lead qualification, opportunity management, sales stages, products and price books, sales automation, forecasting concepts, analytics, and user adoption.
Lead-to-opportunity process mapping
Sales pipeline and forecasting concepts
Sales productivity automation
Hands-on project and review
Practical learning pathProject-led curriculumCareer guidance available
6Core modules
35–45 hoursGuided learning
1+Practical project
Course overview
What you will learn in this Sales Cloud Consultant program
Consulting requires more than configuring fields. Practise discovery workshops, translating requirements into system behaviour, planning user acceptance testing, and explaining solution trade-offs to stakeholders.
Skills covered
- Lead-to-opportunity process mapping
- Sales pipeline and forecasting concepts
- Sales productivity automation
- UAT, adoption, and reporting
Who should join?
Salesforce administrators, business analysts, and functional consultants. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
Before you enrol
Prerequisites & learning approach
Salesforce Administrator fundamentals are recommended.
- Instructor-led concept sessions and guided demonstrations.
- Practice tasks and scenario-based discussions.
- Project documentation and review checkpoints.
- Interview preparation or certification-aligned revision where relevant to the chosen track.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Module-wise curriculum
Ask for batch details →Sales Cloud Consultant syllabus
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
M2
Lead and opportunity management
Lead assignment, conversion, sales paths, products, price books, forecasting concepts and pipeline tracking.
M3
Account and activity management
Account/contact hierarchies, activities, email/calendar concepts and relationship management.
M4
Sales productivity and automation
Flows, approvals, alerts, assignment rules and sales process automation.
M5
Reporting and adoption
Pipeline reports, forecast dashboards, sales KPIs, adoption, data quality and change management.
M6
Solution design and case study
Requirements, configuration design, rollout, UAT, training and scenario-based assessment.
Applied learning
Practical project: build and explain a real business scenario
Design a CRM implementation for a B2B sales organisation, including sales stages, territory considerations, automation, and management reporting.
Career relevance
Roles this learning path can support
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
Salesforce Sales Cloud Consultant
CRM Functional Consultant
Sales Operations Analyst
Common questions
FAQs about Sales Cloud Consultant
Is Administrator knowledge needed?
Yes. The course assumes familiarity with standard Salesforce administration and CRM objects.
Is this a coding course?
It is primarily functional and configuration-focused. Basic technical awareness helps when discussing integrations or customisation.
What practical case is included?
You will map a B2B sales process to a CRM design with reports, automation, user access considerations, and a rollout plan.
Is an official Salesforce certification included?
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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