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Training Academy · Salesforce

Salesforce Licensing Mastery.

The complete Salesforce commercial position, taught from the buyer's side of the table: the edition ladder and the licence types beneath it, Sales Cloud and Service Cloud, Experience Cloud and the platform licences, Data Cloud credits and Agentforce conversations, MuleSoft, Tableau, Slack and Marketing Cloud, the order form and the SELA, and the negotiation itself. Thirty sessions, each with analyst grade slides, on screen knowledge checks with worked answers, clips from a senior licensing analyst, homework, and further reading.

30 sessions live30 sessions × ~20 minutes6 modules3 knowledge checks per sessionFree, no form
Start here. Session 1 is the map: why the simplest metric in enterprise software is one of the hardest estates to control, and the four places the money actually moves.
Watch session 1

The curriculum

Module 1 is the prerequisite; modules 2 to 5 can be taken in any order; module 6 assumes all of it. Sessions publish in order.

Module 1 · Foundations of Salesforce commercials
01
The Salesforce landscape
Four layers, four places the money moves, and the consumption meters nobody was appointed to watch.
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02
The Salesforce contract stack
The master agreement, the order form, the terms you never signed, and why the uplift cap beats the discount.
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03
The edition ladder
How the ladder is designed, the org wide arithmetic, and the four routes to price before agreeing a tier.
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04
Licence types
Full CRM, Platform, Identity and Experience Cloud, the Platform boundary, and the four pile review.
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05
Building the entitlement baseline
Order forms against the org, the three numbers per line, and the one page that holds your position.
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Module 2 · Sales Cloud, Service Cloud and the user estate
06
Sales Cloud
Three products in one line, the quiet upsell boundaries, and why the licence should follow the work.
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07
Service Cloud
The two cloud test, the channel add-ons, the seasonal peak, and deflection as a licence lever.
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08
Platform licences
Who belongs on Platform, the object count that sizes it, the three misuses, and a safe migration.
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09
Experience Cloud
Member based against login based, guest access, and the ninety day check after launch.
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10
Limits as commercial levers
The allowances that stop you rather than bill you, and why headroom is cheapest at signature.
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Module 3 · The AI and data layer
11
Data Cloud and the credit model
What a credit buys, what consumes them, and why the bill moves without anybody making a purchase.
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12
Data Cloud in practice
Three meters on one record, the levers that cut consumption, and a forecast built from your own rows.
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13
Agentforce
A unit you cannot count, the definitional asks, and sizing from containment rather than ambition.
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14
Einstein across the clouds
Flat or metered, what the edition really includes, and the inventory that finds you paying twice.
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15
Governing AI and data spend
Why your controls miss consumption, the four owners, and the monthly page that prevents a surprise.
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Module 4 · The wider portfolio
16
MuleSoft
Capacity rather than people, where the idle cores hide, and the unlimited term exit.
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17
Tableau
The data preparation boundary, role drift, embedded analytics, and the overlap nobody chose.
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18
Slack
A small rate times everyone, the accounts nobody owns, and the four tests before you bundle.
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19
Marketing Cloud and Account Engagement
A metric grown by campaign success, why hygiene timing beats hygiene effort, and sizing for term end.
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20
Revenue Cloud, Commerce Cloud and the rest
Four families instead of a catalogue, the metric that prices your growth, and the portfolio page.
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Module 5 · The agreement, the SELA and support
21
The order form in detail
Seven lines that are not the price, the uplift cap, co-termination, and the notice date.
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22
The SELA
A spend floor with flexibility inside it, the scope that funds it, and an exit that needs 18 months.
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23
Support
A percentage indexed to spend, five numbers that test the tier, and what to ask for on the line.
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24
Shelfware, true ups and the ratchet
Why counts only rise, measuring shelfware so it survives challenge, and winning the reduction right.
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25
Licensing events
Corporate change is licensing change, the window that shuts at announcement, and transition rights.
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Module 6 · Negotiation and the capstone
26
The Salesforce fiscal calendar
A year ending 31 January, moving your renewal date, and telling a deadline from theatre.
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27
Benchmarking and the term sheet
Why the discount is the wrong target, which benchmarks travel, and the term sheet written first.
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28
The renewal
Nine months of preparation, four kinds of real leverage, and the terms worth more than the rate.
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29
Running the relationship
The thirty three months that decide the renewal, and the four fixed points that keep you ready.
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30
Capstone: one estate, end to end
One estate from first export to signed agreement, including the findings that were wrong.
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The progress tests

One test per module, drawn from the knowledge checks in those five sessions. Fifteen questions each, pass at 11 of 15, retake as often as you like; your best score is remembered on this device. Free, like the course.

Progress tests · 6 tests · pass at 11 of 15
T1
Progress test 1: Foundations of Salesforce commercials
Sessions 1 to 5. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
T2
Progress test 2: Sales Cloud, Service Cloud and the user estate
Sessions 6 to 10. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
T3
Progress test 3: The AI and data layer
Sessions 11 to 15. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
T4
Progress test 4: The wider portfolio
Sessions 16 to 20. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
T5
Progress test 5: The agreement, the SELA and support
Sessions 21 to 25. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
T6
Progress test 6: Negotiation and the capstone
Sessions 26 to 30. Fifteen questions, pass at 11 of 15, instant grading with worked answers.
Take the test
The credential

Salesforce Licensing Mastery Certification.

The examined step on top of the free course: 60 advanced questions across all 6 modules, pass at 48 of 60. The exam is 800 USD with 3 attempts included, the certification is valid 2 years, and there are no discounts for anyone. Access is by request; a person reviews every application.

About the certification
$800
No discounts
60
Questions, advanced
48/60
Pass mark
2 yrs
Validity
Learning the playbook and want it applied to your numbers? We work on contingency: 25% of what we save you. Nothing saved, nothing paid.
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Course presenters are AI generated avatars. The curriculum and guidance are real, produced by Redress Compliance analysts from our consulting engagements and market network.