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| Section | Weight | Objectives |
|---|
| Topic 1: 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
|
| Topic 2: Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure lead scoring
- 3. Configure Einstein Activity Capture
- Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
|
| Topic 3: Planning & Solution Design | 25% | - Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design opportunity management
- 3. Design account and contact management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| Topic 4: Integration & Optimization | 15% | - Integration requirements
- 1. Email integration
- 2. Calendar integration
- 3. Third-party integrations
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
|
| Topic 5: Migration & Data Management | 10% | - Data quality management
- 1. Duplicate rules
- 2. Matching rules
- Data migration strategy
- 1. Data loader configuration
- 2. Data validation rules
- 3. Data mapping
|
| Topic 6: Analytics & Insights | 10% | - Configure analytics features
- 1. Sales Cloud Einstein features
- 2. Einstein Analytics basics
- 3. Forecasting configuration
- KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q71-Q76):
NEW QUESTION # 71
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process. How should the relationships between the various elements of the sales process be defined to meet these requirements?
- A. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- B. Map sales probability values to forecast categories; assign sales stages accurate percentages
- C. Map appropriate sales stage to opportunity stage; assign accurate forecast probability
- D. Map forecast probability to opportunity probability; assign appropriate sales stage
Answer: A
NEW QUESTION # 72
Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.
Which solution should a consultant recommend to meet the requirement?
- A. Create custom fields on the Opportunity object for sales reps to enter a credit percentage.
- B. Set the organization-wide sharing default for the Opportunity object to Private.
- C. Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.
- D. Enable Opportunity Team Selling and create a report grouped by Opportunity team member.
Answer: C
Explanation:
Opportunity Splits allow users to divide credit for an opportunity among multiple sales reps who contribute to closing it. Users can specify how much revenue or quantity each sales rep receives from an opportunity, either as a percentage or an amount. Opportunity Splits can be enabled from Setup, and they require that Opportunity Teams are also enabled. Users can then add or edit Opportunity Splits from the Opportunity Splits related list on Opportunity page layouts.
NEW QUESTION # 73
How would you describe a quota?
Answer:
Explanation:
A benchmark of how much revenue and/or units you should sell within a time frame.
NEW QUESTION # 74
The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view.
What is a consideration when using the Kanban view?
- A. It can roll-up summary fields for Currency fields.
- B. It can summarize records by Currency fields.
- C. It can display up to 10 fields per card.
Answer: B
Explanation:
The Kanban view in Salesforce is a visual summary of records in a list view. It allows sales teams to manage their opportunity pipeline by providing a column-based layout where each card represents a record. One important consideration when using the Kanban view is that it can summarize records by Currency fields, which is particularly useful for global sales teams dealing with multiple currencies. This feature helps in quickly understanding the distribution and totals of opportunities across different currencies.
Reference:
Kanban View in Salesforce
Managing Opportunities with Kanban
NEW QUESTION # 75
There are four steps to managing Products and Price Books. Can you put the steps in order?
- A. Defined Standard Price
- B. Create Product
- C. Create Custom PriceBook
- D. Set List Price
Answer: A,C,D
NEW QUESTION # 76
......
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