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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% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
|
| 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 opportunity management
- 2. Design lead management process
- 3. Design account and contact management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Third-party integrations
- 2. Calendar integration
- 3. Email integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
- Data quality management
- 1. Matching rules
- 2. Duplicate rules
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Understand sales methodology
- 2. Document pain points and challenges
- 3. Capture success criteria
- Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q13-Q18):
NEW QUESTION # 13
Northern Trail Outfitters has a lead qualification team that does the following: * Qualifies opportunities * Converts lead into opportunities During lead conversion, the new opportunity must be assigned to the account owner. What should be created in order to meet this requirement?
- A. An assignment rule on the opportunity
- B. An assignment rule on the account
- C. A trigger on the opportunity
- D. A workflow on the opportunity
Answer: C
NEW QUESTION # 14
Northern Trail Outfitters ' (NTO) consumer business has grown to more than 500,000 contracts. NTO stores all individual contracts under a single account called 'Consumer'. Mass updates are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported. Which two actions should be recommended to improve performance? Choose 2 answers
- A. Ensure that no single account has more than 10,000 contacts.
- B. Add an index to the account field on the contact object.
- C. Remove the account assignment for all contacts.
- D. Enable person accounts and migrate the contact data.
Answer: A,D
NEW QUESTION # 15
The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified ?
Choose 2 answers
- A. The lead works for a well-known company.
- B. The lead needs Universal Container's products and services.
- C. The lead has submitted a written agreement to purchase.
- D. The sales rep believes there is a strong likelihood of a sale to this lead.
Answer: A,D
NEW QUESTION # 16
Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend building this report?
- A. Custom report type
- B. Cross filter
- C. Custom filter
- D. Joined report
Answer: B
Explanation:
This answer will allow CK to build a report that shows Accounts with open Opportunities that are missing Contacts, by using a cross filter to filter Accounts by related objects. A cross filter can show records that have or do not have related records, such as Accounts without Contacts. Official Reference: [Cross Filters]
NEW QUESTION # 17
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?
- A. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.
- B. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
- C. Configure default opportunity teams for all lead sales representatives with team selling enabled.
- D. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.
Answer: C
NEW QUESTION # 18
......
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