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Role: Pre-Sales (Consulting/Reseller)

This learning path is for Consulting Partner or Reseller pre-sales, solution engineers, sales engineers, and related roles to learn about Salesforce products, selling the Salesforce way, and building custom demos for prospects and customers. Complete your learning journey by working through the steps below.

What You Need to Know
Featured Trailhead Modules


PHASE 1 - get started with the basics /s/rsz_1untitled2.png?v=1

Sign up for a Fast Forward Boot Camp (instructor-led training) in your area (subject to availability) or Cloud Journey (virtual sessions):

Recommended pre-requisites:
Step 1 - Complete TRAILHEAD: Navigate the Salesforce Advantage - Learn about the key differentiators that drive our success
Complete these four modules, and earn the four corresponding badges

Step 2 -  FOR BEGINNERS, If you are not familiar with Salesforce tools we also recommend you complete: 
TRAILHEAD: Learn CRM Essentials - Understand Salesforce and learn how to navigate, customize, and manage basic CRM features
TRAILHEAD: Salesforce Fundamentals for Business Administration- Dive into Salesforce and learn everything you need to get started in Salesforce as a Business User

Step 3- If a live Fast Forward Boot Camp is not available in your area, complete the full Cloud Journey Series of virtual sessions (recordings)

Understand the the values that make our vision of Ohana a reality, and start bringing your own company values to life

Join the Reseller: Pre-Sales and Sales Group - collaborate with the Salesforce team and other partners

Understand Salesforce product fundamentals:
Learn about the Salesforce Partner Program for Consulting Partners:
For Resellers:
PHASE 2 - explore Salesforce products and technologies /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

Learn how to discover your customers needs and how to identify business pains in our core products:
Getting Started with Sales Cloud:
Getting Started with Service Cloud:
PHASE 3 - storytelling and demo preparation /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

Understand how to create development, test, and demo environments:
  • learn how to obtain demo environments for specific Salesforce products (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
  • Environment Hub is the primary technology to spin up development, test, and demo environments
  • set up Environment Hub to provision your partner developer edition orgs for building and testing
  • use Partner Developer Edition orgs rather than regular Developer Edition orgs(review this comparison chart)
 Build compelling custom demos, and present those demos to prospects and customers (both virtually and in-person)
 Complete Salesforce Admin and Developer Training; Get Certified
PHASE 4 - licensing and deal structure /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

Learn about the different versions of Salesforce Sales Cloud and Service Cloud
Investigate edition limits and make sure your architecture works for the suggested licenses with the Salesforce App Limits Cheatsheet

PHASE 5 - expand into other clouds /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

Review the enablement resources for all Salesforce Products (Salesforce Platform, Community Cloud, Analytics Cloud, Pardot, etc.)

Getting Started with Marketing Cloud:
Getting Started with Community Cloud:
Leverage industry-specific enablement resources as needed
Getting Started with the Salesforce Platform
Understand Salesforce Development Fundamentals:
Other Recommendations
::  Stay current by following the  Official: Partner Community Group
::  Attend live Office Hours