Course description

The Salesforce Sales & Service Cloud Training course is designed for sales professionals, customer service managers, CRM administrators, and business analysts who want to leverage Salesforce’s powerful Sales and Service Cloud solutions.

Salesforce Sales Cloud helps businesses streamline sales processes, manage leads, track opportunities, and boost revenue, while Service Cloud enables organizations to enhance customer service operations, automate case management, and provide omnichannel support.

This course provides in-depth training on configuring, customizing, and optimizing both Sales Cloud and Service Cloud. By the end of this course, you will have the expertise to manage sales pipelines, automate workflows, generate reports, and enhance customer relationships using Salesforce.


Why Learn Salesforce Sales & Service Cloud?

???? Increase Sales Efficiency – Manage leads, opportunities, and sales pipelines with ease.
Enhance Customer Service – Provide seamless case management and multi-channel support.
???? Automate Business Workflows – Reduce manual tasks with AI-powered automation.
???? Advanced Reporting & Insights – Make data-driven decisions with dashboards and analytics.
???? Boost Customer Satisfaction – Deliver personalized and AI-enhanced customer experiences.


What You’ll Learn:

???? Introduction to Salesforce Sales & Service Cloud – Overview of features, benefits, and use cases.
???? Sales Cloud Fundamentals – Lead management, opportunity tracking, and pipeline forecasting.
???? Customer Relationship Management (CRM) – Optimize account, contact, and customer data management.
Automation & Workflow Rules – Streamline sales & service processes with Flows and Workflow Rules.
???? Service Cloud Essentials – Case management, Knowledge Base setup, and Live Chat implementation.
???? Reports & Dashboards – Learn to analyze sales and service data for better decision-making.
???? Omnichannel Customer Support – Implement phone, email, chat, and social media integrations.
???? AI & Einstein Analytics – Use Salesforce AI tools to optimize sales and service interactions.
Sales & Service Cloud Certification Preparation – Prepare for Salesforce Sales Cloud Consultant and Service Cloud Consultant exams.

By the end of this course, you'll be able to configure, automate, and manage Salesforce Sales & Service Cloud for any business.

What will i learn?

  • Optimize sales pipelines and customer service workflows.
  • Automate business processes using Salesforce tools.
  • Generate reports and dashboards for performance analysis.
  • Implement omnichannel customer support solutions.
  • Prepare for Salesforce Sales & Service Cloud certifications.

Requirements

  • A computer with internet access.
  • No prior Salesforce experience required.
  • Basic knowledge of sales and customer service processes (optional).

Frequently asked question

Yes! This course is designed for beginners and professionals looking to master Sales & Service Cloud.

No coding is required! This course focuses on configuration, automation, and best practices.

Yes! You’ll master Process Builder, Flows, Workflow Rules, and AI-driven automation.

Yes! The course prepares you for the Sales Cloud Consultant & Service Cloud Consultant certifications.

Absolutely! This course includes hands-on exercises, real-world case studies, and business process optimizations.

CL Saini

Mr. Vinod Saini – Founder & Mentor | Tech Skills Training & Internship Expert

Mr. Vinod Saini is a seasoned technology professional with over 10 years of industry experience in full-stack development, AI prompt engineering, and modern web technologies. He is the founder of an innovative educational platform focused on equipping students and professionals with real-world tech skills through hands-on training and internship programs.He holds a B.Tech degree in Electronics and Communication Engineering from BITS Pilani and has deep expertise in both frontend and backend development. His technical proficiency includes working with technologies such as HTML, CSS, JavaScript, React (Frontend), Node.js, MongoDB, Express (MERN Stack), PHP, Laravel, and Prompt Engineering for AI applications. Driven by a passion for mentoring and tech empowerment, Mr. Saini continues to inspire and guide the next generation of developers and tech leaders.

₹80000

₹90000

Lectures

0

Skill level

Intermediate

Expiry period

6 Months
Remove from cart Add to cart Buy now Download brochure

Related courses