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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. Record types and page layouts
- 2. Field-level security
- 3. Custom objects design
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design lead management process
- 3. Design account and contact management
|
| Topic 2: Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Define business requirements
- 2. Identify key stakeholders
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
|
| Topic 3: Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Topic 4: 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 5: Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
|
| Topic 6: Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
- Configure reporting and dashboards
- 1. Custom report types
- 2. Dashboard components
- 3. Standard and custom reports
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q184-Q189):
NEW QUESTION # 184
Match this tip with its design consideration. "Users should not do things more than once because it takes time
and may create dirty data"
- A. Workflow rules and approvals
- B. Minimized redundant data entry
- C. Tab and field naming
- D. Reduced clicks
- E. Record types and page layouts
- F. Search
Answer: B
NEW QUESTION # 185
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club.
Subscribers can make a single payment or pay weekly, monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement?
- A. Configure assets with a lookup to the Opportunity object.
- B. Implement contracts with a lookup to the Opportunity object.
- C. Enable schedules on the Product object.
- D. Activate schedules on the Opportunity object.
Answer: C
Explanation:
Schedules on the Product object allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity.
NEW QUESTION # 186
Sales representatives at universal containers want to share product specification with customers who do not have salesforce access. These customers should only be allowed to preview the document in the browser without download permissions. What solution should a consultant recommend to meet this requirement?
- A. Upload the file to chatter files and enable the password protection option.
- B. Upload the file to content and disable the download delivery option.
- C. Upload the file to documents and enable the externally available option.
- D. Upload the file to chatter files and disable the download delivery option.
Answer: B
NEW QUESTION # 187
The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.
What should a consultant build so management can assess whether its belief is correct and monitor it going forward?
- A. Create formula fields on Opportunity and Activity.
- B. Build a report on Leads and Activities.
- C. Install an AppExchange app for tracking Lead conversion.
- D. Build a report on Opportunities and Activities.
Answer: B
NEW QUESTION # 188
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities. Based on this information, the owner of the ABC Corporation account record has the rights to take which actions? Choose 2 answers
- A. View, edit, and delete related contacts and opportunities owned by other users.
- B. Share the account with other users through manual sharing and account teams.
- C. Transfer ownership of related contacts and opportunities owned by other users.
- D. View, edit, and delete activities owned by other users directly related to the account.
Answer: B,D
NEW QUESTION # 189
......
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