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| Section | Weight | Objectives |
|---|
| Topic 1: 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
|
| Topic 2: Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
|
| Topic 3: Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
|
| Topic 4: Integration & Optimization | 15% | - Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
| Topic 5: Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
|
| Topic 6: Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Define business requirements
- 2. Identify key stakeholders
- 3. Assess current business processes
- 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 (Q158-Q163):
NEW QUESTION # 158
Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
- A. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be L-' emailed daily to the VP of Sales.
- B. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
- C. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed U daily.
- D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to u VP of sales.
Answer: D
NEW QUESTION # 159
Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?
Choose 2 answers
- A. Ask the admin to enable Customizable Campaign Influence.
- B. Add child Campaigns of the primary Campaign source automatically.
- C. Define rules for Campaigns to add Opportunities and then lock after 30 days.
- D. Add criteria to the auto-association settings to limit the matches to the past 30 days.
Answer: A,D
Explanation:
These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified References: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]
NEW QUESTION # 160
Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits.
Upon examination, the leads appear to
be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.
What should the consultant recommend as the first line of defense before republishing the form?
- A. Select Require reCAPTCHA Verification in Web-to-Lead settings.
- B. Use an AppExchange package with custom Web-to-Lead handling.
- C. Use a custom Web-to-Lead alternative with built-in protection.
Answer: A
Explanation:
The first line of defense against spam bots in Web-to-Lead forms is enabling reCAPTCHA. Salesforce provides a built-in option for reCAPTCHA verification, which helps prevent automated submissions by requiring users to complete a reCAPTCHA challenge before submitting the form. This is a quick and effective solution for reducing spam without the need for custom coding or third-party solutions.
NEW QUESTION # 161
Cloud Kicks is expanding to international markets, but some products are not visible in the international price book. Which two steps should be taken? Choose 2 answers
- A. Check to ensure the products have been added to the price book.
- B. Check that the products have a SO list price
- C. Activate the products in the price book.
- D. Activate the price book
- E. Check that the products have a standard price in the list price field.
Answer: A,C
NEW QUESTION # 162
Cloud Kicks wants to measure the impact of its recent Sales Cloud implementation upon completion.
How should a consultant meet the requirement?
- A. Provide a customer satisfaction survey.
- B. Evaluate user adoption.
- C. Demonstrate new functionality.
- D. Establish KPIs.
Answer: D
NEW QUESTION # 163
......
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