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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Customer Discovery15%- Conduct discovery sessions
  • 1. Capture success criteria
  • 2. Document pain points and challenges
  • 3. Understand sales methodology
- Determine the scope and business objectives
  • 1. Define business requirements
  • 2. Identify key stakeholders
  • 3. Assess current business processes
Topic 2: Integration & Optimization15%- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization
- Ongoing support and maintenance
  • 1. User adoption monitoring
  • 2. Release management
- Integration requirements
  • 1. Calendar integration
  • 2. Email integration
  • 3. Third-party integrations
Topic 3: Salesforce Configuration25%- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Dashboard components
  • 3. Standard and custom reports
- Set up Sales Cloud features
  • 1. Configure Einstein Activity Capture
  • 2. Configure lead scoring
  • 3. Set up Salesforce Engage
- Implement automation
  • 1. Approval processes
  • 2. Flow Builder
  • 3. Process Builder
Topic 4: Analytics & Insights10%- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
- Configure analytics features
  • 1. Sales Cloud Einstein features
  • 2. Einstein Analytics basics
  • 3. Forecasting configuration
Topic 5: Migration & Data Management10%- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
- Data migration strategy
  • 1. Data loader configuration
  • 2. Data mapping
  • 3. Data validation rules
Topic 6: Planning & Solution Design25%- Design Sales Cloud solution
  • 1. Design account and contact management
  • 2. Design opportunity management
  • 3. Design lead management process
- Define data model requirements
  • 1. Record types and page layouts
  • 2. Custom objects design
  • 3. Field-level security
- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q27-Q32):

NEW QUESTION # 27
The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.
What should the consultant do to fulfill this request?

Answer: C

Explanation:
To demonstrate the effectiveness of Einstein Lead Scoring, using the standard dashboard for Sales Cloud Einstein is ideal. Salesforce provides pre-configured Einstein dashboards that visualize the impact of AI- driven insights, including lead scoring metrics. These dashboards present data such as lead conversion likelihood and lead score distributions, allowing the VP of Sales to monitor how well the leads are being scored and prioritized by Einstein. This dashboard provides real-time insights without requiring custom report types, making it a straightforward solution for tracking the effectiveness of this functionality within Sales Cloud


NEW QUESTION # 28
Which of the following is good Chatter Etiquette? (Select all that apply)

Answer: B,D


NEW QUESTION # 29
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month in comparison to the same time last year. The VP of Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the Consultant take to create a solution? (Choose two.)

Answer: C,E


NEW QUESTION # 30
What happens when you enable territory management?

Answer:

Explanation:
Your Org Name is set as the top of the territory hierarchy
A corresponding territory is created for each role in the forecast hierarchy Manual forecast sharing settings on the roles are copied to the new territory Based on role, active Salesforce users are added to territories Opportunities are assigned to the opportunity owner's territory Accounts are not assigned anywhere in the territory hierarchy Until you add or edit forecasts, forecasts will work as prior th


NEW QUESTION # 31
Universal Containers allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discount more than 5% must be send to their Regional Sale Manager (RSM) for the approval. Discount greater than
15% must be able to send to Regional Vice President (RVP) for the approval. What should a consultant recommended to meet these requirement?

Answer: B


NEW QUESTION # 32
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