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| Section | Weight | Objectives |
|---|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Define business requirements
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Configure Einstein Activity Capture
- 3. Set up Salesforce Engage
|
| Analytics & Insights | 10% | - 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
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity management
- Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data validation rules
- 2. Data loader configuration
- 3. Data mapping
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q84-Q89):
NEW QUESTION # 84
UC collaborates with consulting partners on some of its opportunities. If a partner account is added to the partners related list on a customer opportunity, what is the impact?
- A. The partner account is added to the partners related list on the customer account
- B. Contacts from the partner account are added to the opportunity team
- C. Contacts from the partner account are added to the contact roles related list on the opportunity
- D. The partner account owner is able to view all contacts for that customer account
Answer: A
NEW QUESTION # 85
The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?
- A. Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.
- B. Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.
- C. Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.
- D. Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.
Answer: D
Explanation:
This solution will meet the requirement by allowing the CEO to run reports from the sales team's reports folder, the CEO's assistant to control access to the reports, and the sales managers to change the reports when necessary. The View access level will allow the CEO to view and run reports in the folder, but not edit or delete them. The Manage access level will allow the CEO's assistant to view, run, edit, delete, and share reports in the folder, as well as add or remove users from the folder. The Edit access level will allow the sales managers to view, run, and edit reports in the folder, but not delete or share them3
NEW QUESTION # 86
A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement?
- A. Implement additional features to make the team more productive-
- B. Deploy the Salesforce mobile app to the team prior to the event.
- C. Set obtainable metrics, goals, and milestones for the deadline.
- D. Reschedule the event to ensure functionality is complete.
Answer: C
Explanation:
Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months. Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client's expectations and needs.
NEW QUESTION # 87
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
- A. Lightning Mobile Component
- B. Einstein Activity Capture
- C. Mobile Smart Actions
- D. Quick Actions
Answer: C,D
NEW QUESTION # 88
Universal containers sells two products that each have a unique sales methodology. A few of the sales stages overlap between the selling methodologies, but are unique to just one of the methodologies. What element must be configured to support both selling methodologies? Choose 3 answers
- A. Two sets of opportunity stages
- B. Two sales processes
- C. Two page layouts
- D. Two record types
Answer: B,C,D
NEW QUESTION # 89
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