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| Section | Weight | Objectives |
|---|
| Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
- Configure reporting and dashboards
- 1. Dashboard components
- 2. Custom report types
- 3. Standard and custom reports
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Forecasting configuration
- 3. Einstein Analytics basics
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
- Data quality management
- 1. Matching rules
- 2. Duplicate rules
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design account and contact management
- 3. Design lead management process
- Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
|
| Integration & Optimization | 15% | - 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. Third-party integrations
- 2. Email integration
- 3. Calendar integration
|
| 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. Understand sales methodology
- 3. Document pain points and challenges
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q102-Q107):
NEW QUESTION # 102
The marketing Manager at Northern Trail Outfitters (NTO) wants to leverage the power of sales cloud to support the sales following requirement: * monitor website traffic * Email 1200 leads per day * capture customer satisfaction survey result on a web form * Understand (report) the case of marketing exercise vs sales activity What should a consultant recommend to meet this requirement?
- A. Use community campaign, web-to-lead, opportunity and report and dashboard
- B. Use site.com campaign web-to lead opportunity, report, and dashboard
- C. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report
- D. Use mass email, campaign, campaign influence, web-to-lead, opportunity and report
Answer: C
NEW QUESTION # 103
Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers
- A. Assign the Einstein Lead Scoring permission set.
- B. Add the Lead Score field to the Lead List View.
- C. Assign the Sales Cloud Einstein permission set.
- D. Add the Lead Score field to the Lead Page layout.
Answer: A,D
Explanation:
Adding the Lead Score field to the Lead Page layout is a necessary step to fix the issue of pilot users not being able to view the Lead Score field on the Lead record page. The Lead Score field is a standard field that shows how likely a lead is to convert based on Einstein's analysis of historical data and predictive factors. The Lead Score field must be added to the Lead Page layout for users to see it on their lead records. Assigning the Einstein Lead Scoring permission set is another necessary step to fix the issue, as it grants users access to view and use Einstein Lead Scoring features, such as Lead Score, Lead Score Insights, and Lead Score Field History Tracking.
NEW QUESTION # 104
A Sales Cloud implementation at Universal Containers requires a global design that involves multi-currency,
multi-language, region-specific sales processes and workflows. Which factor is important for optimizing user
adoption? Choose 2 answers
- A. Developing only a standardized, global training curriculum for all users
- B. Customizing the training curriculum for each specific region
- C. Communicating the training plan well in advance of training start date
- D. ploying realistic training data in the corporate standard currency
Answer: B,C
NEW QUESTION # 105
Sales management at Northern Trail Outfitters (NTO) wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals?
Choose 2 answers
- A. @mention product managers in chatter posts on relevant sales deals
- B. Use an assignment rule to notify product managers when opportunities are updated
- C. Create a chatter group to share product information with sales team, product managers, and customers
- D. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
Answer: B,C
NEW QUESTION # 106
Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.
Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?
- A. Apex managed sharing is used to control the visibility of Activities related to Accounts.
- B. The Organization-wide Default for Campaigns is set to Public Read-Only.
- C. The Organization-Wide Default for Accounts is set to Private.
- D. The sales operations managers are given Read access to the Campaign object m their profile.
Answer: A
NEW QUESTION # 107
......
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