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Career Path - Salesforce Consultant

Become a top Salesforce Consultant. Help businesses make the most out of their Salesforce platform. Design solutions to optimize the sales functions.
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Course Duration: 100 Hours
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Courses included in SalesForce Consultant Career Path Program by Uplatz are:

 

1) Salesforce Administrator (basic to advanced)

2) Salesforce Administrator

3) Salesforce Developer

 

A Salesforce Consultant typically wears multiple hats. They might work in-house within a company or be contracted as an external consultant to help a business get the most out of their Salesforce CRM. They would conduct business analysis with a client to understand their business goals and processes, understand pain points and opportunities for technology to support them, and have the technical knowledge to design and/or implement solutions to enhance the business processes and performance. They are in a trusted position of authority as they are hired to help transform the way a team works to improve customer service and organisational performance.

There are certain skills that many salesforce consultants have in order to accomplish their responsibilities. Following the requirements of customers and clients, the Salesforce Sales consultant designs solutions to optimize the Sales functions. People having experience as a senior business analyst are preferable for this position. It is necessary to be certified as a Salesforce Administrator to become a Salesforce Sales Consultant. Similar to the above one, best experienced senior business analysts are preferable for this position. 

 

Benefits of Salesforce

a) Using Salesforce is the information it retrieves — both the quality and the quantity. When you use Salesforce, you can look at every individual account, contact, task, event, and opportunity that’s tied to a lead, which gives your company a lot of information before approaching potential customers.

b) Salesforce has an app that can use to stay in touch with business and the team at all hours. This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with their team.

c) Ease to use – This is particularly true considering that Salesforce CRM is targeted to a broad range of companies and business, many of whom may not have a background in tech and software. 

d) Excellent Functionality - Salesforce provides the backbone service needed to allow easy data collaboration between multiple departments, centralized customer information, an array of reports and statistical options, and the ability to run on any browser, tablet, desktop, or mobile device.

e) Outstanding User Resources - The goal of these many varied resources is to empower customers with the ability to quickly find the answers to their questions in whatever way is the most convenient for them. The answer and information is not only out there; it is out there in many different places and formats.

 

Key responsibilities of a Salesforce Consultant include:

1) Managing the Client Relationship

2) Create and Manage Project Plans

3) Mapping out Business Processes 

4) Supporting People Through Change

5) Gathering Functional (Business) Requirements 

6) Managing a Team of Technical Staff

7) Proposing Technical Requirements.

8) Technical Product Configuration

9) User Testing and Training

Course/Topic 1 - Salesforce Administrator (basic to advanced) - all lectures

  • In this lecture session we learn about signup process of salesforce and basic introduction of salesforce.

    • 22:22

  • In this session we learn about salesforce administrator data models and also cover some other modules of salesforce.

    • 1:01:11

  • In this lecture session we learn about data models and also cover types of objects in salesforce.

    • 40:00

  • In this lecture session we learn about what is field, how we use data fields in salesforce and how many types of data fields there are.

    • 36:55

  • In this lecture session we learn about salesforce and how many types of relationships that we can establish among objects.

    • 58:49

  • In this lecture session we learn about how we record the master data and how we establish relationships in Salesforce.

    • 40:00

  • In this lecture session we learn about new relationships and how we add credit cards in salesforce.

    • 31:18

  • In this lecture session we learn about reports in salesforce and also cover types of reports in salesforce.

    • 47:35

  • In this lecture session we learn about customer report types and also talk about tabular in salesforce.

    • 45:21

  • In this lecture session we learn about data management in salesforce and also talk about tools used for data import and export.

    • 54:25

  • In this lecture session we learn about salesforce fundamentals and also talk about marketing cloud and sales cloud.

    • 32:55

  • In this lecture session we learn about salesforce process automation and also talk about overview and tools in salesforce.

    • 27:57

  • In this lecture session we learn about workflow rules and regulation and also talk about automation processes.

    • 30:00

  • In this lecture session we learn about classic letters head and also talk about how we create a new account.

    • 41:28

  • In this lecture tutorial we learn about salesforce process automation and also talk about overview and approval process of salesforce.

    • 54:51

  • In this lecture session we learn about salesforce flow building and also talk about enduring questions and objectives.

    • 26:39

  • In this lecture session we learn about the process of building a workflow in salesforce.

    • 19:32

  • In this lecture session we learn about overview of automation process of salesforce and validation of salesforces.

    • 22:39

  • In this lecture session we learn about overview of salesforce process and WTC and WTL in salesforce.

    • 36:17

  • In this lecture session we learn about how Salesforce provides multiple automation tools to automate your organization's repetitive business processes: Workflow, Process Builder, and Flow Builder, Approvals and also talk about case auto setup in brief.

    • 22:09

  • In this lecture session we learn about salesforce. Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

    • 27:28

  • In this lecture session we learn about salesforce security model overview and also talk about features and importance of salesforce security model.

    • 22:03

  • In this lecture session learn about salesforce security model and also talk about object level security in salesforce security model.

    • 28:57

  • In this lecture session we learn about the salesforce security model and also talk about object level permission set and basic difference between permission set and profile.

    • 19:51

  • In this lecture session we learn about salesforce security model record level security (OWD role hierarchy and also talk about sharing rules and manual sharing features in salesforce.

    • 45:00

  • In this lecture session we learn about salesforce security model in record and also talk about features of record level security and sharing security model.

    • 43:53

  • In this lecture session we learn about salesforce field level security in salesforce security model and also talk about features and importance of field level security.

    • 23:22

Course/Topic 2 - Salesforce Administrator - all lectures

  • This tutorial will help you to understand the basic concepts of Salesforce.

    • 13:38

  • In our previous Salesforce tutorial, we have learned about the basic concepts of Salesforce. In this Salesforce Training tutorial, we are going to learn about three different Salesforce license types like User Salesforce License Types, Feature license types and Permission Set License types.

    • 15:55

  • In this session, various objects and their relationships of a Salesforce application can be easily viewed using the Schema builder.

    • 22:51

  • In this tutorial, you will learn about the salesforce schema which we can also design, modify and implement new data models using schema builder.

    • 20:40

  • Schema builder has a drag and drop interface which is used to perform all the activities. It shows all the relevant details like - field values, data types, relationship with directions etc.

    • 16:48

  • Schema Builder in Salesforce gives details just like the field values, required fields, and how objects are associated by showing search and master-detail relationships and look-up Relationships.

    • 27:51

  • In this video, Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models.

    • 21:01

  • In Salesforce Security control which is done by system level and Application-Level Security. In this demo, we should able to get knowledge on security control in Salesforce.

    • 26:07

  • In this video of a profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce.

    • 20:57

  • In this topic A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.

    • 10:57

  • Page Layout in Salesforce allows us to customize the design and organization of detail and edit pages of records in Salesforce.

    • 22:08

  • In this Salesforce Tutorial we are going to learn about Salesforce Security Model, Salesforce Security Basics and fundamentals, what is System level Security and what is application-level security.

    • 05:10

  • Formulas are those which are used to calculate something, combine data from multiple fields, to check for a condition, to show information from one record on a related record.

    • 15:58

  • In this video tutorial of Salesforce, you will learn two modules of salesforce which are Validation Rules and Roll up Summary Fields. and also explained its contents.

    • 24:04

  • The organization of fields, custom links, and related lists on an object detail or edit page.

    • 18:01

Course/Topic 3 - Salesforce Developer - all lectures

  • This Salesforce developer training video will give you an introduction to the development aspects of Salesforce.

    • 27:43

  • In this session which is a strongly typed object-oriented, on-demand programming language.

    • 25:02

  • A trigger is the piece of code that executed before and after a record is Inserted/Updated/Deleted from the force.com database. Apex can be invoked through the use of triggers. A Trigger is a functional action which gets on particular events.

    • 47:16

  • In this session I want to review the order in which things happen when I save a record in Salesforce. This is important to understand if you are an app builder who works automating processes as well as if you are a developer that writes trigger code.

    • 1:34:30

  • Here in Visualforce Tutorial, in which we are providing information about, how to work with visual force pages. Hope this will help you to understand basic of visual force pages.

    • 51:57

  • Visualforce is a markup language that allows defining user interface components in Salesforce. This is a very interesting tool which runs o force.com platform.

    • 1:14:00

  • In this demo, we are providing basic examples of some of the visual force tags that are used commonly in our visual force development.

    • 47:01

  • A custom controller is an Apex class that uses the default, no-argument constructor for the outer, top-level class. You cannot create a custom controller constructor that includes parameters.

    • 1:01:36

  • The Apex testing framework enables you to write and execute tests for your Apex classes and triggers on the Lightning Platform. Apex unit tests ensure high quality for your Apex code and let you meet requirements for deploying Apex.

    • 59:32

  • This tutorial is targeted for Salesforce programmers beginning to learn Apex. This will bring you to an Intermediate level of expertise in Apex programming covering all the important aspects of Apex.

    • 41:50

  • In this session, we will learn about writing asynchronous process in Apex using Apex

    • 1:00:01

  • Asynchronous Apex, we all know how sometimes Salesforce Governor Limit can haunt us at times. With the limited amount of resource available due to the multi-tenant architecture, we have to restrict our self with the optimum usage of the resources.

    • 52:52
Course Objectives Back to Top

The goals are:

·           To create custom objects

·          To create validation rules

·          To gain clear understanding of standard objects and an application infrastructure

·          Tocreate and generate summary reports

Course Syllabus Back to Top
Certification Back to Top

TheSalesforce ConsultantCertification ensures you know planning, production and measurement techniques needed to stand out from the competition. 

Consultants bring with them many proven methods for conducting a needs analysis and then creating a plan to solve them. Design thinking, user stories, user scenarios - everything can be translated into Salesforce features, something that a consultant can help you achieve. Your business avoids the most common pitfalls.

The Salesforce Field Service Consultant credential is designed for individuals who have proven experience with the administration and configuration of Salesforce and are capable of consulting with customers on field service operations.

Generally, Salesforce administrators are internal to an organization while consultants are of course external contractors. Having a dedicated Salesforce administrator means they can support your company's needs in house. They'll know your organization like the back of their own hand.

Uplatz online training guarantees the participants to successfully go through the Salesforce Consultant Certification provided by Uplatz. Uplatz provides appropriate teaching and expertise training to equip the participants for implementing the learnt concepts in an organization.

Course Completion Certificate will be awarded by Uplatz upon successful completion of the Salesforce Consultant online course.

Career & Jobs Back to Top

The Salesforce Consultant draws an average salary of $120.000 per year depending on their knowledge and hands-on experience.

A Salesforce Consultant works to help companies meet their missions by driving client-specific implementation as well as ongoing system improvements on the Salesforce platform.

Conclusion. To sum up, choosing a Salesforce Career will be a better option than any other profession seeing the opportunities that it is creating in the market. There is an increasing demand for professionals from this field. Thus, it will prove to open a lot of better opportunities for growth in your career.

Note that salaries are generally higher at large companies rather than small ones. Your salary will also differ based on the market you work in.

Associate Consultant.

Salesforce Consultant.

Data Migration.

Interview Questions Back to Top

1. What is the full form of CRM?

The expansion of CRM is ‘Customer Relationship Management.’

2. Define CRM?

CRM is known as an application that helps to automate or digitize marketing functions. Using this software, companies plan to increase their profits and revenues. This method of incrementing revenue and profit is made by attracting customers, clients, and sales. The core concept of CRM is customer value.

3. Mention the four CRM initiatives?

The four CRM initiatives are:

• Customer acquisition

• Customer retention

• Customer churn

• Customer win-back

4. What is the difference between Salesforce.com and Force.com?

Both are comparatively the same but different only in their functionality.

• Salesforce.com helps to build CRM-functionality-based applications, For instance., an iPhone ‘app’ that stores contact details, makes phone calls, and has all the other standard functions of a phone.

• Force.com is used to modify a data model and a user interface, e.g., an Android OS environment that can build and run apps.

5. Mention the available portals in Salesforce?

Three types of portals are available in Salesforce.com:

• Customer portal 

• Partner portal

• Self-service portal

6. Define Customer Portal?

The customer portal enables user to utilize the web capabilities of an ideal channel to deliver superior self-service.

7. Define Partner Portal?

The Partner portal allows the partner users to log in to Salesforce using separate website than used by non-partner users.

8. Define Self-service portal?

Customers are allowed to search for details about the organization using this portal.

9. Why do we use Tabs in Salesforce? 

In Salesforce.com, a list of tabs is placed in the Tab menu. The Tabs are used to access an object’s data.

10. what are the types of tabs?

The three types of tabs are

• Custom tab

• Visualforce tab

• Web tab

11. Define Profile? Mention the types of Profiles available in Salesforce.

A profile is alike to settings and permissions in Salesforce. It is used to perform different functionalities that are defined by users. In another way to manage particular records.

12. What are the types of profiles in Salesforce?

The two types of profiles are:

• Standard profiles: Profiles created by Force.com

• Custom profiles: Profiles created by users

13.  What is the option to delete or freeze users in Salesforce.com?

We cannot Delete a user in Salesforce.com, but there are options to deactivate the user by using the Freeze option.

14. What are the ways to save files, documents, and images in Salesforce.com?

We can save files, documents, and images in Salesforce.com as mentioned below:

• Attachments

• Documents

• Google Drive

• Libraries

• Chatter Files

15. Mention the functions of a Roll-up Summary field?

• Count

• Sum

• Min

• Max

 

Course Quiz Back to Top
Start Quiz
Q1. What are the payment options?
A1. We have multiple payment options: 1) Book your course on our webiste by clicking on Buy this course button on top right of this course page 2) Pay via Invoice using any credit or debit card 3) Pay to our UK or India bank account 4) If your HR or employer is making the payment, then we can send them an invoice to pay.

Q2. Will I get certificate?
A2. Yes, you will receive course completion certificate from Uplatz confirming that you have completed this course with Uplatz. Once you complete your learning please submit this for to request for your certificate https://training.uplatz.com/certificate-request.php

Q3. How long is the course access?
A3. All our video courses comes with lifetime access. Once you purchase a video course with Uplatz you have lifetime access to the course i.e. forever. You can access your course any time via our website and/or mobile app and learn at your own convenience.

Q4. Are the videos downloadable?
A4. Video courses cannot be downloaded, but you have lifetime access to any video course you purchase on our website. You will be able to play the videos on our our website and mobile app.

Q5. Do you take exam? Do I need to pass exam? How to book exam?
A5. We do not take exam as part of the our training programs whether it is video course or live online class. These courses are professional courses and are offered to upskill and move on in the career ladder. However if there is an associated exam to the subject you are learning with us then you need to contact the relevant examination authority for booking your exam.

Q6. Can I get study material with the course?
A6. The study material might or might not be available for this course. Please note that though we strive to provide you the best materials but we cannot guarantee the exact study material that is mentioned anywhere within the lecture videos. Please submit study material request using the form https://training.uplatz.com/study-material-request.php

Q7. What is your refund policy?
A7. Please refer to our Refund policy mentioned on our website, here is the link to Uplatz refund policy https://training.uplatz.com/refund-and-cancellation-policy.php

Q8. Do you provide any discounts?
A8. We run promotions and discounts from time to time, we suggest you to register on our website so you can receive our emails related to promotions and offers.

Q9. What are overview courses?
A9. Overview courses are 1-2 hours short to help you decide if you want to go for the full course on that particular subject. Uplatz overview courses are either free or minimally charged such as GBP 1 / USD 2 / EUR 2 / INR 100

Q10. What are individual courses?
A10. Individual courses are simply our video courses available on Uplatz website and app across more than 300 technologies. Each course varies in duration from 5 hours uptop 150 hours. Check all our courses here https://training.uplatz.com/online-it-courses.php?search=individual

Q11. What are bundle courses?
A11. Bundle courses offered by Uplatz are combo of 2 or more video courses. We have Bundle up the similar technologies together in Bundles so offer you better value in pricing and give you an enhaced learning experience. Check all Bundle courses here https://training.uplatz.com/online-it-courses.php?search=bundle

Q12. What are Career Path programs?
A12. Career Path programs are our comprehensive learning package of video course. These are combined in a way by keeping in mind the career you would like to aim after doing career path program. Career path programs ranges from 100 hours to 600 hours and covers wide variety of courses for you to become an expert on those technologies. Check all Career Path Programs here https://training.uplatz.com/online-it-courses.php?career_path_courses=done

Q13. What are Learning Path programs?
A13. Learning Path programs are dedicated courses designed by SAP professionals to start and enhance their career in an SAP domain. It covers from basic to advance level of all courses across each business function. These programs are available across SAP finance, SAP Logistics, SAP HR, SAP succcessfactors, SAP Technical, SAP Sales, SAP S/4HANA and many more Check all Learning path here https://training.uplatz.com/online-it-courses.php?learning_path_courses=done

Q14. What are Premium Career tracks?
A14. Premium Career tracks are programs consisting of video courses that lead to skills required by C-suite executives such as CEO, CTO, CFO, and so on. These programs will help you gain knowledge and acumen to become a senior management executive.

Q15. How unlimited subscription works?
A15. Uplatz offers 2 types of unlimited subscription, Monthly and Yearly. Our monthly subscription give you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews each month. Minimum committment is for 1 year, you can cancel anytime after 1 year of enrolment. Our yearly subscription gives you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews every year. Minimum committment is for 1 year, you can cancel the plan anytime after 1 year. Check our monthly and yearly subscription here https://training.uplatz.com/online-it-courses.php?search=subscription

Q16. Do you provide software access with video course?
A16. Software access can be purchased seperately at an additional cost. The cost varies from course to course but is generally in between GBP 20 to GBP 40 per month.

Q17. Does your course guarantee a job?
A17. Our course is designed to provide you with a solid foundation in the subject and equip you with valuable skills. While the course is a significant step toward your career goals, its important to note that the job market can vary, and some positions might require additional certifications or experience. Remember that the job landscape is constantly evolving. We encourage you to continue learning and stay updated on industry trends even after completing the course. Many successful professionals combine formal education with ongoing self-improvement to excel in their careers. We are here to support you in your journey!

Q18. Do you provide placement services?
A18. While our course is designed to provide you with a comprehensive understanding of the subject, we currently do not offer placement services as part of the course package. Our main focus is on delivering high-quality education and equipping you with essential skills in this field. However, we understand that finding job opportunities is a crucial aspect of your career journey. We recommend exploring various avenues to enhance your job search:
a) Career Counseling: Seek guidance from career counselors who can provide personalized advice and help you tailor your job search strategy.
b) Networking: Attend industry events, workshops, and conferences to build connections with professionals in your field. Networking can often lead to job referrals and valuable insights.
c) Online Professional Network: Leverage platforms like LinkedIn, a reputable online professional network, to explore job opportunities that resonate with your skills and interests.
d) Online Job Platforms: Investigate prominent online job platforms in your region and submit applications for suitable positions considering both your prior experience and the newly acquired knowledge. e.g in UK the major job platforms are Reed, Indeed, CV library, Total Jobs, Linkedin.
While we may not offer placement services, we are here to support you in other ways. If you have any questions about the industry, job search strategies, or interview preparation, please dont hesitate to reach out. Remember that taking an active role in your job search process can lead to valuable experiences and opportunities.

Q19. How do I enrol in Uplatz video courses?
A19. To enroll, click on "Buy This Course," You will see this option at the top of the page.
a) Choose your payment method.
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e) Start learning: After payment, your course will be added to your profile in the student dashboard under "Video Courses".

Q20. How do I access my course after payment?
A20. Once you have made the payment on our website, you can access your course by clicking on the "My Courses" option in the main menu or by navigating to your profile, then the student dashboard, and finally selecting "Video Courses".

Q21. Can I get help from a tutor if I have doubts while learning from a video course?
A21. Tutor support is not available for our video course. If you believe you require assistance from a tutor, we recommend considering our live class option. Please contact our team for the most up-to-date availability. The pricing for live classes typically begins at USD 999 and may vary.
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