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| Section | Weight | Objectives |
|---|
| Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
- Conduct discovery sessions
- 1. Capture success criteria
- 2. Document pain points and challenges
- 3. Understand sales methodology
|
| Planning & Solution Design | 25% | - Define data model requirements
- 1. Record types and page layouts
- 2. Custom objects design
- 3. Field-level security
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Forecasting configuration
- 3. Einstein Analytics basics
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Dashboard components
- 2. Standard and custom reports
- 3. Custom report types
- Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Configure lead scoring
- 3. Set up Salesforce Engage
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q75-Q80):
NEW QUESTION # 75
Cloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.
Which two steps should the consultant take to create a solution?
Choose 2 answers
- A. Enable caching and Offline Edit
- B. Enable Mobile SDK
- C. Salesforce mobile app
- D. Enable Salesforce Inbox
Answer: A,C
NEW QUESTION # 76
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 to 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?
- A. View, edit, and delete activities owned by other users directly related to the account
- 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 related contacts and opportunities owned by other users
Answer: A,B
NEW QUESTION # 77
Universal Containers contact center would like to measure and communicate case escalation rates to management. Which solution should a consultant recommend to meet this requirement?
- A. Create a case report with a custom summary formula to calculate the percentage of escalated cases
- B. Create a formula field on the case record to calculate percentage of escalated cases
- C. Create a daily snapshot report of all cases and calculate percentage of escalated cases
- D. Create a bucket field on a report to calculate the percentage of escalated cases
Answer: D
NEW QUESTION # 78
The sales department at Universal Containers uses approval processes to streamline the approval of high-value opportunities. These approvals are becoming delayed in the approval process because managers forget to approve the requests from their home-page. What can a consultant recommend to improve the approval process? Choose 2 answers
- A. Schedule and email a report of all pending approvals to managers.
- B. Enable approvals by email for the approval process for high-value opportunities.
- C. Create a dashboard of pending approvals and add it to the Chatter feed.
- D. Allow managers to approve or reject approval requests from the Chatter feed.
Answer: B,D
NEW QUESTION # 79
Sales management at Cloud Kicks wants to track the following information:
- A. Number of open Opportunities in the current quarter by sales representatives
- B. Create a dynamic dashboard.
- C. Create a summary report with cross filters.
- D. Number of Accounts that are current customer
- E. Create a joined report.
- F. Number of open cases in the last quarter for open Opportunities.
What should a Consultant recommend to meet these requirements? - G. Create a reporting snapshot
Answer: F
NEW QUESTION # 80
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