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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Integration & Optimization15%- Performance optimization
  • 1. Lightning Experience optimization
  • 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
  • 1. User adoption monitoring
  • 2. Release management
- Integration requirements
  • 1. Third-party integrations
  • 2. Calendar integration
  • 3. Email integration
Customer Discovery15%- Determine the scope and business objectives
  • 1. Assess current business processes
  • 2. Define business requirements
  • 3. Identify key stakeholders
- Conduct discovery sessions
  • 1. Understand sales methodology
  • 2. Document pain points and challenges
  • 3. Capture success criteria
Planning & Solution Design25%- Design Sales Cloud solution
  • 1. Design opportunity management
  • 2. Design lead management process
  • 3. Design account and contact management
- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements
- Define data model requirements
  • 1. Field-level security
  • 2. Custom objects design
  • 3. Record types and page layouts
Migration & Data Management10%- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
- Data migration strategy
  • 1. Data loader configuration
  • 2. Data validation rules
  • 3. Data mapping
Salesforce Configuration25%- Implement automation
  • 1. Process Builder
  • 2. Flow Builder
  • 3. Approval processes
- Set up Sales Cloud features
  • 1. Configure lead scoring
  • 2. Configure Einstein Activity Capture
  • 3. Set up Salesforce Engage
- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Standard and custom reports
  • 3. Dashboard components
Analytics & Insights10%- 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

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q179-Q184):

NEW QUESTION # 179
As administrator you want to ensure that only certain users can modify a specified field. What is the best way to do this?

Answer:

Explanation:
Use field level security and make the field read only (or hidden) for your selected user or group of users.


NEW QUESTION # 180
If I can't see a field on the page layout can I include it in a report?

Answer:

Explanation:
No. You can view only those fields that are visible in your page layout and field-level security settings.


NEW QUESTION # 181
A contact center manager wants to measure improvements to operations after the implementation of a new workforce management system.
Which two metrics can be used to assess the success of the new workforce management system? Choose 2 answers

Answer: A,B


NEW QUESTION # 182
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.
Which solution should the consultant recommend to meet the requirement?

Answer: B

Explanation:
Deal Insights within Pipeline Inspection in Salesforce provides sales reps with a single view to identify and manage stalled opportunities. This feature leverages AI to highlight deals that may require attention based on changes in engagement, activity, and other deal characteristics. It helps sales reps quickly identify which opportunities need follow-up and which are at risk of stalling, providing valuable insights for pipeline management.
References:
* Pipeline Inspection and Deal Insights
* Deal Insights Overview


NEW QUESTION # 183
Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? Choose 2 answers.

Answer: A,C


NEW QUESTION # 184
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