Salesforce Agentforce Sales Consultant

Leads are where pipeline begins, and loose handling wastes it. You design capture from web forms and campaigns, rules for routing and scoring, and the conversion step that carries data into accounts, contacts and opportunities.

• Lead sources and web capture
• Campaigns and lead attribution
• Assignment rules and queues
• Qualification stages and lead status
• Lead conversion and field mapping
• Duplicate and matching rules for leads

You build A lead process from capture to conversion, with routing and duplicate rules.

Sales data lives or dies on the account model. You choose how to represent companies, people and hierarchies, and use contact roles and teams so everyone sees the relationships that matter on a deal.

• Business accounts and person accounts
• Account hierarchies and parent accounts
• Contact roles and buying committees
• Account and opportunity teams
• Territories for sales coverage
• Keeping account data clean

You build An account and contact model with hierarchy and team access for a sample client.

The opportunity is the center of Sales Cloud. You design stages, probabilities and guidance that match how deals really progress, and decide what must be entered at each step so forecasts rest on facts.

• Opportunity stages and probability
• Sales Path and guidance for success
• Required fields and validation by stage
• Multiple sales processes and record types
• Tracking competitors and lost reasons
• Closed-won and closed-lost handling

You build A stage-by-stage opportunity process with path guidance and validation.

Many deals are priced, not just tracked. You model products and price books, add them to opportunities, and produce quotes and contracts so pricing stays consistent and the handoff after a win is clean.

• Products, product families and price books
• Adding products to opportunities
• Quotes and quote templates
• Discount approval processes
• Contracts, orders and the handoff after a win

You build A product catalog and quote template with a discount approval path.

A forecast is a promise managers make upward. You configure forecast types and hierarchies, set quotas, and show how adjustments and roll-ups work so leaders can trust the numbers and challenge them.

• Forecast types and categories
• Forecast hierarchy and roles
• Quotas and attainment
• Manager adjustments and overrides
• Forecasting from products and splits
• Reading a forecast the way a manager does

You build A forecast setup with hierarchy and quotas for a multi-level sales team.

Reps adopt what saves them time. You look at email and calendar integration, activity capture, and sequenced outreach, then choose the productivity features that fit each team’s routine.

• Syncing email and calendar with Salesforce
• Activity capture and logging
• Tasks, events and follow-up reminders
• Sequences and cadences for outreach
• The Salesforce mobile app for sellers
• Choosing features by team and role

You build A productivity plan that matches tools to three kinds of seller.

Agentforce Sales brings AI agents into the selling process. You learn what they can do for sellers, what data and setup they depend on, and how to judge which customers will gain from them.

• Where AI helps across the sales lifecycle
• What Agentforce Sales adds to Sales Cloud
• Data and permissions the agents depend on
• Matching agent abilities to seller needs
• Customer readiness and fit
• Risks: accuracy, trust and adoption

You build A fit assessment of Agentforce Sales for a sample customer.

Managers run their week from reports. You build pipeline, activity and conversion reports from standard and custom report types, with filters, groupings and formulas that answer the questions sales leaders ask.

• Report types and custom report types
• Filters, groupings and bucket fields
• Summary and matrix reports
• Joined reports across objects
• Pipeline and conversion reports
• Historical trend reporting

You build A set of pipeline reports that answer a sales director’s weekly questions.

A dashboard turns reports into a view someone can act on. You design dashboards for reps, managers and executives, pick components that read quickly, and handle running users with care for access.

• Choosing a component for each question
• Dashboards for reps, managers and executives
• Dynamic dashboards and running users
• Dashboard filters
• Subscriptions and refresh
• Placing dashboards on home and record pages

You build Three role-specific dashboards built on the same pipeline data.

A new Sales Cloud is only as useful as the data inside it. You plan how leads, accounts and opportunities are imported and deduplicated, and how roles and sharing keep each seller within their own book of business.

• Preparing legacy sales data
• Import tools and the order of loading
• Duplicate management during migration
• Validation and cleansing rules
• Role hierarchy and sharing for sales teams
• Permission sets for sales roles

You build A data migration and access plan for a sales team leaving spreadsheets.

A good design fails without a plan to land it. You choose a delivery approach, break the scope into releases, set up environments, and write the requirements and user stories that guide the build.

• Choosing waterfall, agile or a hybrid
• Phasing scope into releases
• Gathering requirements and user stories
• Design workshops with stakeholders
• Sandboxes and the release path
• Defining done for each phase

You build An implementation roadmap with phases, backlog and environment plan.

Projects stall on people before they stall on technology. You manage stakeholders, risks and change, plan training and testing, and run cutover and early support so sellers adopt the new system.

• Stakeholder mapping and communication
• Risks, issues and decisions
• Change management for sellers
• Training by role
• User acceptance testing
• Go-live, cutover and hypercare
• Measuring adoption after launch

You build A project plan with a risk log, training plan and go-live checklist.

Take a client brief and produce the design: process, data model, automation, Agentforce Sales fit, reporting and rollout. You present the solution and defend its trade-offs as you would to the client.

• Reading the client brief
• Designing the process and data model
• Placing Agentforce Sales
• Planning reporting and rollout
• Presenting and defending the design

You build A full Sales Cloud solution proposal for one client, ready for a build team.