Salesforce: Cloud for Sales Representiatives


A strong relationship with your customers is the key to sales success. The Salesforce CRM customer relationship management system enables you to manage the relationships with your customers with efficiency and effectiveness. The end result is greater sales to new and existing customers.

This course will give you the needed skills and knowledge to use Salesforce in the real world. Enabling you to meet and exceed your sales goals.

The course is designed for sales representatives with a goals of converting sales leads into sales opportunites, and sales opportunities into closed sales.

At the end of this course you will be able to:

Create a basic Sales force Sales Cloud environment and navigate the interface
Optimize lead qualification
Manage Accounts and Contacts
Manage the opportunity pipeline
Use Salesforce email
Work with reports and dashboards


It is recommended that the student have:

Basic understanding of sales process
Basic understaning of sales techniques
Basic end-user skills with computers and the internet
Some experience with using cloud-based applications

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands-on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.


  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

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Lesson 1: Getting started with Salesforce

Set up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Navigate the Salesforce LE Interface
Navigate in the Salesforce Classic Interface
Lesson 2: Optimizing Lead Qualification

View Leads
Manage Leads
Work Leads
Convert Leads
Lesson 3: Managing Accounts and Contacts

Manage Accounts
Manage Contacts
Lesson 4: Managing the Opportunity Pipeline

Manage Opportunities
Work Opportunities
Convert Leads
Lesson 5: Using Salesforce Email

Use Salesforce Email in Salesforce Classic
Use Salesforce Email in Salesforce LE
Lesson 6: Working with Reports and Dashboards

View Reports and Dashboards
Create and Edit Reports and Dashboards