Pardot Training Foundation

Sales Cloud Implementation + Services

Navigate Salesforce with confidence.

With the Sales Cloud Training + Managed Services package, we ensure your Salesforce installation is correctly configured and train you on the most important and impactful Sales Cloud capabilities.




  • Sales Cloud Installation & Customized Configuration
    • Kickoff/Discovery 
      • We go through your lead process, opportunity process, account/contact database, and goals to help customize your Sales Cloud configuration
    • Technical Review
      • We’ll show you what was installed and how to do basic admin functions like add new users and change field values.
  • One Month of Managed Services (16 hours)
    • RecommendedTopics
      • Lead Management and Conversion
      • Opportunity Management 
      • Account and Contact Management
      • Reporting and Dashboards


Installation Details

The following is a list of tasks we complete for new Sales Cloud orgs. The installation can be customized according to the needs of the client during the kickoff call. We follow the guidelines in the resources linked below to ensure Sales Cloud is implemented according to best practices.

Getting Started With Salesforce Workbook

Implementing Person Accounts

Implementing State and Country Picklists

Salesforce Security Guide


Set Up Lead Process

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Create lead queues/assignment rules
  • Map lead conversion fields


Set Up Opportunity Process 

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Set up sales stages and probabilities 
  • Create products and pricebook entries
  • Define contact roles


Set Up Account/Contact Database 

  • Add custom fields and values
  • Customize page layouts
  • Create custom record types
  • Create validation rules
  • Define contact roles
  • Set up Person Accounts


Org Wide Configuration 

  • Set up duplicate rules 
  • Set up campaign influence 
  • Org wide sharing rules 
  • Create custom profiles
  • Set up roles and user hierarchy
  • Configure Einstein Activity Capture
  • Create custom domain 
  • Add client branding 
  • Remove unneeded tabs and fields


Extend Salesforce Functionality 

  • Create basic automations through Process Builder 
  • Create custom objects, fields, and relationships 
  • Set up Web to Lead form

Project Timeline

The Sales Cloud Foundation Implementation Package takes 3 to 4 weeks to complete. In the first two weeks, we’ll hold a kick-off call, carry out all tasks to complete the installation, and hold the Installation Review. The third and fourth weeks are reserved for training.

Kickoff Call – Week 1

In this meeting, we’ll lay the groundwork for a successful implementation. Our consultants will ask questions about your sales process to ensure we’re configuring Sales Cloud to meet your needs. It’s also an excellent opportunity to ask general Salesforce questions. Our side of the agenda includes:

  • Project timeline & expectations
  • Systems access
  • Your organization’s unique process


Technical Review – Week 2

In this meeting, we’ll walk through the changes that were made in your Salesforce org and go over basic admin tasks. Notes for this meeting will be implemented before our first training session.

Training Sessions – Weeks 3 & 4

Training sessions can be customized but we recommend covering the following topics to ensure your team has the foundational knowledge they need to manage their new Sales Cloud CRM. 

Session 1 – Lead Management and Conversion

Session 2 – Opportunity Management 

Session 3 – Account and Contact Management

Session 4 – Reporting and Dashboards

Schedule a Free Consultation
or Send Us a Message

Use the button below to schedule a 30 min. consultation with us. We’ll discuss what you’re trying to accomplish with Salesforce or Pardot and if/how Rotive can help. 

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