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| Section | Weight | Objectives |
|---|
| Topic 1: Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Training requirements
- 2. Change management
- Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
|
| Topic 2: Analytics & Insights | 10% | - Configure analytics features
- 1. Forecasting configuration
- 2. Sales Cloud Einstein features
- 3. Einstein Analytics basics
- KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
|
| Topic 3: Integration & Optimization | 15% | - Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
| Topic 4: Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
|
| Topic 5: Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Topic 6: Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
- Determine the scope and business objectives
- 1. Assess current business processes
- 2. Define business requirements
- 3. Identify key stakeholders
|
>> Sales-Cloud-Consultant Reliable Test Notes <<
Quiz Salesforce - Sales-Cloud-Consultant - Salesforce Certified Sales Cloud Consultant –Valid Reliable Test Notes
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q129-Q134):
NEW QUESTION # 129
Cloud Kicks requires sales associates to record all activities within Sales force. Which sales metric can be derived from these activities?
- A. Close Rate
- B. Marketing Influence
- C. Rate of Contact
- D. Forecast Accuracy
Answer: C
NEW QUESTION # 130
In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward.
Which strategy should a consultant recommend to address the VP's concern?
- A. Create a year over year sales by Account report.
- B. Create a Historical Trending report.
- C. Create an average stage duration by Opportunity report.
Answer: B
Explanation:
Historical Trending reports in Salesforce allow users to analyze changes in key data points over time, making them an excellent tool for monitoring and understanding churn. By using a Historical Trending report, Cloud Kicks can track fluctuations in opportunity stages, account statuses, and other relevant metrics. This enables the VP of sales to gauge the effectiveness of marketing efforts, identify patterns, and take proactive measures to reduce churn.
A year-over-year sales report and an average stage duration report provide valuable insights, but they do not offer the same level of detailed, time-based analysis that a Historical Trending report can offer for tracking churn.
Salesforce Documentation References:
* Analyze Historical Trends in Salesforce
* Historical Trending Overview
NEW QUESTION # 131
A company has created a new onboarding process. An Agent must create ten open activities that align to a step
of this onboarding experience. Creating these activities can take up to 20 minutes each to complete.
What should the Agent recommend to minimize costs?
- A. Assign a single agent to create the activities on all new onboarding cases.
- B. Hire a certified developer to write an apex trigger that creates each new activity.
- C. Add an object-specific custom quick action to create new activities.
- D. Provide a macro that will automatically create the activities when executed.
Answer: D
NEW QUESTION # 132
Who is most interested in visibility, no surprises, and system ROI?
- A. Sales Reps
- B. IT
- C. Sales/Marketing Managers
- D. Sales/Marketing VP
Answer: C
NEW QUESTION # 133
Sales representatives at Northern Trail Outfitters (NTO) need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. NTO wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers.
- A. Allow customers to follow opportunities in chatter
- B. Add customers to Salesforce as Chatter Free users
- C. Share chatter files with customers
- D. Invite customers into private chatter groups.
Answer: B,D
NEW QUESTION # 134
......
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