Salesforce Sales Foundations Cert Prep
2h 24mBeginner2025-02-28
Authors

Emily Call

Jeremy Call
Course details
A Salesforce Certified Sales Representative demonstrates broad knowledge of the sales process and is proficient in planning, customer and prospect research, deal management, pipeline management, forecasting, and closing deals with value. In this course, Salesforce experts Emily and Jeremy Call show you what it takes to prepare to tackle the official Salesforce Sales Representative certification exam. Discover the essentials of sales planning concepts and how they are implemented in Salesforce, customer engagement best practices within the Salesforce workflow, deal management tools, pipeline generation and management processes, and forecasting and reporting options. By the end of this course, you’ll be prepared to leverage some of the most important customer success features built into Salesforce, with an understanding of how they relate to the customer lifecycle.
Skills covered
CRM AdministrationSalesforceCRM SoftwareCustomer ServiceSalesCert PrepNetwork and System AdministrationBusiness Software and Tools
Concepts
Introduction
- Welcome to the course
- About Emily
- About Jeremy
- About the course
- Exam outline
- Glossary introduction
- Trailhead note introduction
Planning
- Introduction to planning
- Territory planning
- Sales quota planning
- Key accounts engagement
- Business and sales acumen
- Business relationships
- Planning practice questions
Customer Engagement
- Introduction to customer engagement
- Budget, authority, need, and timeline (BANT)
- Dale Carnegie's five Cs of selling
- Connect
- Collaborate
- Create
- Confirm
- Commit
- Customer engagement practice questions
Deal Management
- Introduction to deal management
- Overview of the seven sales stages
- Prospecting
- Qualification
- Meeting demo
- Proposal
- Negotiation
- Closing
- Post-sales
- Key deal terms
- Objection handling
- Pricing methods
- Deal management practice questions
Pipeline
- Introduction to pipeline
- New pipeline generation
- Pipeline health
- Data integrity
- Pipeline review meetings
- Pipeline progression
- Pipeline practice questions
Forecasting
- Introduction to forecasting
- Forecast vs. pipeline
- Forecast accuracy
- Forecast responsibility
- Forecast practice questions
Customer Success
- Introduction to customer success
- Post-sales customer journey
- Order fulfillment
- Customer satisfaction
- Challenge framing
- Scoping
- Adoption
- Customer success practice questions
Final Steps
- Practice exam introduction
- Thank you for taking the course
- Trailhead can help
- Let's connect
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