Sales Cloud Administration (ADM 251) Course Overview

Sales Cloud Administration (ADM 251) Course Overview

The Sales Cloud Administration (ADM 251) course is designed to equip learners with in-depth knowledge and practical skills to effectively administer the Salesforce Sales Cloud. This course is crucial for those aiming to obtain the Salesforce admin certification and is an excellent piece of sales cloud training. It covers key functionalities such as managing products, price books, quotes, and orders, as well as setting up collaborative forecasts to enhance sales performance.

In Module 1, participants learn about the capabilities and interrelationships of sales processes components, how to manage product catalogs, pricing strategies, and streamline the quoting process. Module 2 focuses on Collaborative Forecasts, teaching users to configure and manage sales forecasting, align opportunity stages with forecast categories, handle quotas, and generate insightful reports.

By the end of this course, learners will be proficient in using Sales Cloud to support a sales organization, leading to better sales management and increased efficiency within the Salesforce platform.

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure a successful learning experience in the Sales Cloud Administration (ADM 251) course, the following prerequisites are recommended:

  • Basic Understanding of Salesforce: Familiarity with the Salesforce platform, including navigation and basic features.
  • Salesforce CRM Knowledge: An understanding of Salesforce CRM concepts and the general sales process.
  • Data Management Skills: Comfort with data entry and basic data management within Salesforce.
  • Analytical Skills: Ability to analyze and interpret sales data to facilitate business decisions.
  • Computer Literacy: Proficiency in using computers and web browsers.

Please note that while some prior experience with Salesforce is beneficial, the course is designed to guide learners through the necessary concepts and practices. Our aim is to empower students of all backgrounds to become proficient in Sales Cloud Administration.

Target Audience for Sales Cloud Administration (ADM 251)

The Sales Cloud Administration (ADM 251) course equips individuals with skills to manage sales processes using Salesforce.

Targeted job roles and audience for the course include:

  • Salesforce Administrators
  • Sales Operations Managers
  • CRM Managers
  • Sales Managers
  • Business Analysts involved with sales processes
  • IT Professionals responsible for Salesforce within their organizations
  • Salesforce Consultants
  • Sales Professionals looking to understand the backend setup
  • Project Managers overseeing Salesforce implementations
  • Marketing Managers requiring integration with sales data
  • Customer Service Managers aiming to streamline the sales aspect of service
  • Technical Support staff involved in sales system maintenance

Learning Objectives - What you will Learn in this Sales Cloud Administration (ADM 251)?

Introduction to Learning Outcomes:

The ADM 251 Sales Cloud Administration course empowers students with in-depth knowledge of configuring products, price books, quotes, orders, and mastering collaborative forecasts in Sales Cloud.

Learning Objectives and Outcomes:

  • Understand the functions and management of products, price books, quotes, and orders within the Sales Cloud environment.
  • Comprehend and describe the interplay between opportunities, products, price books, quotes, contracts, and orders in the sales process.
  • Develop skills for creating, managing, and customizing products and price books to accurately reflect the varying prices of offered products.
  • Gain proficiency in adding products to opportunities, reflecting the potential sales in the pipeline.
  • Learn to generate and manage quotes effectively, providing customers with detailed pricing for products and services.
  • Master the process of synchronizing quotes with opportunities to ensure consistent and updated sales information.
  • Acquire the ability to add products to orders, tracking customer requests and managing the fulfillment process.
  • Understand the capabilities and setup of Collaborative Forecasts to predict sales and revenue.
  • Configure and utilize multiple forecast types based on different sales criteria such as product families and opportunity splits.
  • Learn to assign forecast managers, incorporate quota data, and create precise forecast and quota reports to inform sales strategies.