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| Section | Weight | Objectives |
|---|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Define business requirements
- 2. Assess current business processes
- 3. Identify key stakeholders
- Conduct discovery sessions
- 1. Capture success criteria
- 2. Document pain points and challenges
- 3. Understand sales methodology
|
| Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Email integration
- 3. Third-party integrations
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
|
| Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Process Builder
- 2. Flow Builder
- 3. Approval processes
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design opportunity management
- 2. Design lead management process
- 3. Design account and contact management
- Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Forecasting configuration
- 2. Einstein Analytics basics
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q52-Q57):
NEW QUESTION # 52
Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year, What are two aspects a consultant should consider for this migration?
Choose 2 answers
- A. Only one territory model can be active at any given time.
- B. Access to a territory model is controlled through profiles or permission sets.
- C. Territory user assignments are migrated to the new model.
- D. Territories can inherit assignment rules from other territories higher in the model.
Answer: A,D
Explanation:
These are two aspects that a consultant should consider for migrating Territory Management to a new structure for the upcoming fiscal year. Territories can inherit assignment rules from other territories higher in the model, which can simplify the process of assigning accounts and users to multiple territories. Only one territory model can be active at any given time, which means that you need to deactivate the current model before activating the new one, and ensure that there is no gap in territory coverage. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 22)
https://help.salesforce.com/s/articleView?id=sf.customize_territories.htm&type=5
NEW QUESTION # 53
A Contact Center Manager is implementing a new customer care program and wants to specifically measure customer loyalty.
Which three measures satisfy this requirement? Choose 3 answers
- A. customer satisfaction Survey
- B. Customer Purchase History
- C. Net promoter Score
- D. Service Level Agreement
- E. Customer Support Requests
Answer: A,B,C
NEW QUESTION # 54
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Which two actions can forecast managers perform? Choose 2 answers
- A. They can share their summary view with any Salesforce user.
- B. They can see all of their territory forecast in a single-page summary view.
- C. They can share their forecast with any Salesforce user.
- D. They can share their forecast with any external user.
Answer: B,C
NEW QUESTION # 55
Sales management at Universal Containers needs to provide channel partners with easy access to approved product documentation. They also need to notify partners about the material revisions and updates. How can they achieve these goals in Salesforce?
- A. Enable Content in the partner portal and enable Content email alerts for partner users.
- B. Add the Content related list
- C. Enable the Document tab in the partner portal and enable email alerts for partner users.
Answer: A
NEW QUESTION # 56
How would you design a solution to measure the success of the Sales Cloud at UP?
- A. Create dashboards based on standard reports
- B. Create an analytic snapshot for standard reports
- C. Download and customize a user adoption dashboard from the AppExchange
- D. Customize the Measure Success standard report
Answer: C
NEW QUESTION # 57
......
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