Who this is for
Designed for people doing the work.
Revenue operations, sales leaders, Salesforce admins, and enablement teams improving pipeline visibility and seller productivity.
Sales CloudIntermediatePrivate team format
Sales Cloud for Ops
Build capability your team can use in the work.
Improve lead-to-cash operations, pipeline visibility, forecasting, and the automation sales teams rely on.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Design the revenue workflow
Translate your sales process into clear stages, ownership, handoffs, and data that sellers will actually maintain.
Hands-on practice: Map one lead-to-cash journey and identify the highest-value friction point.
- 02
Improve pipeline visibility
Build trustworthy views for sellers and managers across pipeline health, forecasting, and next actions.
Hands-on practice: Configure a pipeline review using a realistic team scenario.
- 03
Activate productivity
Apply automation, activities, guidance, and Einstein capabilities where they remove meaningful seller effort.
Hands-on practice: Design one productivity improvement with a measurable target.
- 04
Measure adoption and value
Connect the new workflow to enablement, governance, and business outcomes leaders can track.
Hands-on practice: Create an adoption scorecard and a 30-day rollout plan.
Before you join
Prerequisites
Participants should understand their current sales process and have basic familiarity with Salesforce leads, accounts, contacts, or opportunities.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Sales Cloud for Ops, or tell us how you want to adapt the workshop to your goals.
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