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Role: Sales (Consulting/Reseller)

This learning path is for Consulting Partner or Reseller sales representatives, account managers, business development, sales leaders, and related roles to learn about Salesforce products, selling the Salesforce way, and selling with Salesforce Account Teams. 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

TRAILHEAD: Salesforce Cloud Benefits
Understand the flexibility of a "complete" CRM that evolves with your business needs

TRAILHEAD: Salesforce Basics
Get introduced to Salesforce and Lightning Experience













Learn about the Salesforce Partner Program for Consulting Partners:
For Resellers:
:: Request to join the Reseller: Selling Like Salesforce Group on the Partner Community to collaborate with our Reseller Team
:: Request to join the Global CRM Reseller Network Group to connect with program staff and other resellers (Authorized Resellers only)

Maximize the Partner Business Org to manage your leads, accounts, contacts, opportunities, as well as support for your own customers
*Note: Each Salesforce Partner receives two free Enterprise Edition licenses for Sales Cloud
:: TRAILHEAD: Accounts and Contacts
:: TRAILHEAD: Leads & Opportunities
:: TRAILHEAD: Reports & Dashboards

PHASE 2 - explore Salesforce products and technologies /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

Getting Started with Sales Cloud:
:: Watch and share the Sales Cloud Overview Demos
:: Review all Sales Cloud enablement resources (First Call Deck, Tip Sheets, Pricing, Product Demos, Free Trials, Customer Stories)
:: Join the Sales Cloud Experts Group (login required)
:: Become a Certified Sales Cloud consultant
:: Review the Certification Learning Paths for your role 

Getting Started with Service Cloud:
:: Watch and share the Service Cloud Overview Demos
:: Review all Service Cloud enablement resources (First Call Deck, Tip Sheets, Pricing, Product Demos, Free Trials, Customer Stories)
:: Join the Service Cloud Experts Group (login required)
:: Become a Certified Service Cloud consultant
:: Review the Certification Learning Pathsfor your role 

Getting Started with Marketing Cloud:
:: Watch and share the Marketing Cloud Overview Demos
:: Review all Marketing Cloud enablement resources (First Call Deck, Tip Sheets, Pricing, Product Demos, Free Trials, Customer Stories)
:: Join the Marketing Cloud Partners Group (login required)
:: Become a Certified Marketing Cloud consultant
:: Review the Certification Learning Paths for your role 
:: CERTIFICATION: Use this guideto prepare for the Marketing Cloud Email Specialist Certification exam

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

Work with the Alliances Go-To-Market Contact (login required) for your region

Learn the process around lead referrals for Consulting Partners (login required)

Access the Partner Business Console (login required) to submit, manage, and track all of your leads, opportunities, and projects

Leverage industry-specific enablement resources as needed

PHASE 3 - expand your knowledge /s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1/s/rsz_1untitled2.png?v=1

For Sales Leaders and Executives, review these modules from the Drucker School of Management:

TRAILHEAD: Drucker School - Customer and Market Strategy
Turn your organization into a customer and market-driven powerhouse

TRAILHEAD: Drucker School - Balanced Scorecard
Use a Balanced Scorecard to track your progress and get your company aligned

TRAILHEAD: Drucker School - Business Performance Basics
Create a blueprint for your organizational actions by answering five questions

Other Recommendations

::  Stay current by following the  Official: Partner Community Group
::  Attend live Office Hours