Lesson 3: Automation, Integration, Analytics, and Sales Optimization

Flows, approvals, validation, notifications, guided selling, and sales-process automation
CPQ, order, ERP, marketing, service, enrichment, and external-data integration concepts
Reports, dashboards, pipeline, conversion, velocity, win rate, forecast, and activity metrics
Data migration, deduplication, enrichment, governance, and master-data practices
Adoption, coaching, enablement, change management, and user feedback
Business outcome validation and optimization roadmap

Configure or analyze a scenario involving flows, approvals, validation, notifications, guided selling, and sales-process automation.
Build and validate an exercise covering cpq, order, erp, marketing, service, enrichment, and external-data integration concepts and reports, dashboards, pipeline, conversion, velocity, win rate, forecast, and activity metrics.
Use tests, logs, reports, or documentation to verify business outcome validation and optimization roadmap.

Explain flows, approvals, validation, notifications, guided selling, and sales-process automation in the context of Salesforce Sales Cloud Consultant Exam Prep (CRT251).
Apply practical methods for cpq, order, erp, marketing, service, enrichment, and external-data integration concepts and reports, dashboards, pipeline, conversion, velocity, win rate, forecast, and activity metrics.
Test, document, and troubleshoot business outcome validation and optimization roadmap.

Lesson Overview