Sales Cloud

Sales CloudThe Sales Cloud data model and processes: leads, accounts, opportunities, products & price books, forecasting, territories, quotes, orders and Revenue Cloud.

The Sales Cloud Data Model: A developer's map of Sales Cloud: leads, accounts, contacts, person accounts, opportunities, products and price books, campaigns, quotes, contracts, orders, assets and the activity model, with the special behaviours that trip up code.

Lead Management and Conversion: Capture, deduplicate, route, score and convert leads: Web-to-Lead and API intake, queues and assignment rules from Apex, duplicate management with Datacloud.FindDuplicates, Database.LeadConvert, conversion triggers and field mapping, plus the Agentforce Sales Development agent.

Opportunity Management, Products and Price Books: Build and automate the opportunity pipeline: sales processes, stages and Path, opportunity products and schedules in Apex, teams and splits, stage history, Einstein scoring and Pipeline Inspection, a bulkified closed-won automation, and multi-currency handling.

Forecasting, Territories and Account Teams: How Collaborative Forecasts turns pipeline into forecasts (forecast types, items, adjustments, quotas), how Enterprise Territory Management models and assigns accounts and opportunities, how account teams share access, and how to automate all of it safely in Apex.

Quotes, Orders, Contracts and Revenue Cloud: The quote-to-cash chain on Salesforce: standard Quotes with opportunity sync and PDFs, Contracts, Orders and reduction orders, Assets, the legacy Salesforce CPQ managed package, the core-native Revenue Cloud (Revenue Management) suite, its extension points, and how to plan a CPQ migration.

Sales Cloud Developer Patterns and AI: Proven patterns for Sales Cloud developers: roll-ups (native, DLRS-style and account hierarchy batches), ERP integration for products, prices and orders, email and activity capture, Sales Engagement cadences, the Reports API in Apex, Agentforce for Sales, robust test data for sales objects, and a complete deal desk automation mini-project.

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