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| Section | Weight | Objectives |
|---|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
- Define data model requirements
- 1. Record types and page layouts
- 2. Field-level security
- 3. Custom objects design
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
|
| 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
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Custom report types
- 2. Dashboard components
- 3. Standard and custom reports
- Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
- Determine the scope and business objectives
- 1. Define business requirements
- 2. Identify key stakeholders
- 3. Assess current business processes
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q132-Q137):
NEW QUESTION # 132
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?
- A. Create a link on the account that opens a report showing the total value of open opportunities for all the
'-' accounts in the hierarchy. - B. Define a workflow rule to update the custom field on the parent account with the total value of open '-' opportunities from the child accounts.
- C. Create a roll-up summary field on the parent account showing the total value of open opportunities from
'-' the child accounts. - D. Use apex to update a custom field on the parent account with the total value of open opportunities from
'-' the child accounts.
Answer: D
NEW QUESTION # 133
Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements. What action should a consultant take to minimize changes in scope during the design and build phases? Choose 2 answers
- A. Map solution design documents to system test scripts
- B. Obtain customer sign-off on the solution design
- C. Update requirements based on feedback from key stakeholders
- D. Map business requirements to the solution design
Answer: B,D
NEW QUESTION # 134
Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.
How should the consultant implement a solution to meet the requirement?
- A. Create a cross-object formula field on the Account.
- B. Use a custom summary formula field on the Opportunity.
- C. Install a third-party app from the AppExchange.
- D. Use a Roll-up Summary field from the Opportunity to the Account.
Answer: C
NEW QUESTION # 135
NTO wants the ability to share documents related to an opportunity, such as contracts and proposals with the field sales team. NTO currently has a private sharing model. How should the documents be shared efficiently and securely?
- A. Upload to Salesforce Files and shared with the field sales organization
- B. Uploaded to salesforce files from the opportunity record
- C. Uploaded to a library that is shared with the field sales organization
- D. Emailed to the sales team on the opportunity record
Answer: C
NEW QUESTION # 136
Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model.
How should the documents be shared efficiently and securely?
- A. Uploaded to Salesforce Files from the opportunity record
- B. Uploaded to a library that is shared with the field sales organization
- C. Emailed to the sales team on the opportunity record
- D. Uploaded to Salesforce Files and shared with the field sales organization
Answer: D
NEW QUESTION # 137
......
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