Selling with Sales Cloud Specialist Superbadge - part 1!


Selling with Sales Cloud Specialist: A Superbadge so simple that I let my baby brother help! (Until we got to step 7... more on that later!)   The key to this superbadge is organization! The data entry is not difficult, but there are a ton of little requirements that are easy to skip.  Here's how to do it right the first time:
  1. Open the data entry spreadsheet in a new window.  If you have multiple monitors.... open it in a new monitor! (My mom's home office has 3 monitors, so we snuck in there while she was busy cooking dinner.) 
  2. The highlight function is your best friend - as each record is entered, highlight the data entered so that you KNOW that the record is fully in Salesforce.  It was easy to overlook the employee count!  
  3. Double check each record against the requirement list to make sure that you are creating the correct type of record.  Example: before typing in any of the "current pending deals," I made a new column on my spreadsheet to indicate if this should be a lead or a contact/account/opportunity.  
Need to create a quote?  Remember to Sync the quote and take note of the little blue button below.....



Stuck on this message?  Double check your tax number! 

Let's talk about that tricky step 7 next time... We are going to cruise over to our cousin's house before it gets dark.  

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