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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Analytics & Insights10%- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
- Configure analytics features
  • 1. Einstein Analytics basics
  • 2. Forecasting configuration
  • 3. Sales Cloud Einstein features
Customer Discovery15%- Conduct discovery sessions
  • 1. Document pain points and challenges
  • 2. Understand sales methodology
  • 3. Capture success criteria
- Determine the scope and business objectives
  • 1. Identify key stakeholders
  • 2. Assess current business processes
  • 3. Define business requirements
Salesforce Configuration25%- Implement automation
  • 1. Approval processes
  • 2. Process Builder
  • 3. Flow Builder
- Set up Sales Cloud features
  • 1. Set up Salesforce Engage
  • 2. Configure Einstein Activity Capture
  • 3. Configure lead scoring
- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Standard and custom reports
  • 3. Dashboard components
Integration & Optimization15%- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization
- Integration requirements
  • 1. Calendar integration
  • 2. Email integration
  • 3. Third-party integrations
- Ongoing support and maintenance
  • 1. Release management
  • 2. User adoption monitoring
Migration & Data Management10%- Data migration strategy
  • 1. Data loader configuration
  • 2. Data validation rules
  • 3. Data mapping
- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
Planning & Solution Design25%- Define data model requirements
  • 1. Record types and page layouts
  • 2. Field-level security
  • 3. Custom objects design
- Design user adoption strategy
  • 1. Training requirements
  • 2. Change management
- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design account and contact management
  • 3. Design opportunity management

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q98-Q103):

NEW QUESTION # 98
Sales management at Universal Containers would like to track the following information:
* Number of open opportunities in the current quarter by sales representative
* Number of closed opportunities in the last quarter by sales representatives
What should a consultant recommend to meet these requirements?

Answer: C


NEW QUESTION # 99
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?

Answer: C

Explanation:
In Salesforce Territory Management, the Planning State allows users to view and modify territory structures and assignment rules before implementing changes. By running the updated assignment rules in this state, Sales Operations can preview how accounts will be allocated within new territory structures. This Planning State feature is specifically designed to enable users to assess the impact of changes on account assignments, ensuring accuracy before activating the changes.
Utilizing the Planning State is a best practice because it provides a detailed preview of account distributions, helping Sales Operations make informed decisions and validate territory assignments. Once satisfied, the model can then be published to reflect these changes in the active territory model without directly affecting the live data until ready. This approach provides a controlled environment to validate changes and ensures smooth transitions for complex territory adjustments


NEW QUESTION # 100
A Regional Sales Manager's (RSM) direct reports are frequently added as sales team members for other sales representatives' opportunities. Which report view filter should be applied to a pipeline report to display all of the opportunities for which the RSM's direct reports are involved?

Answer: D


NEW QUESTION # 101
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend meeting the requirement?

Answer: C

Explanation:
Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15)
https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm&type=5


NEW QUESTION # 102
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks.
The sales team needs to create and edit leads, contacts, and opportunities with ease.
Which two features should the consultant recommend for the sales team to use?
Choose 2 answers

Answer: C,D


NEW QUESTION # 103
......

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