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| Section | Weight | Objectives |
|---|
| Topic 1: Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure Einstein Activity Capture
- 3. Configure lead scoring
- Configure reporting and dashboards
- 1. Custom report types
- 2. Standard and custom reports
- 3. Dashboard components
- Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
|
| Topic 2: Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
| Topic 3: Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Sales Cloud Einstein features
- 3. Forecasting configuration
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Topic 4: Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data validation rules
- 2. Data loader configuration
- 3. Data mapping
|
| Topic 5: Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity 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
|
| Topic 6: Customer Discovery | 15% | - Conduct discovery sessions
- 1. Understand sales methodology
- 2. Capture success criteria
- 3. Document pain points and challenges
- Determine the scope and business objectives
- 1. Assess current business processes
- 2. Define business requirements
- 3. Identify key stakeholders
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q128-Q133):
NEW QUESTION # 128
Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review?
- A. Opportunity pipeline report grouped by month
- B. Dashboard of user login history
- C. Number of activities tied to opportunities
- D. Count of new lead records created
Answer: A
NEW QUESTION # 129
Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)
- A. Acquire the client stakeholder's key performance indicators.
- B. Establish a stakeholder committee and meeting schedule.
- C. Create scheduled dashboard to be sent weekly to all stakeholders.
- D. Ensure the project key performance indicators are profitable.
Answer: A,B
NEW QUESTION # 130
Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities.
The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately.
Which step should the consultant take first?
- A. Run the Einstein Readiness Assessor in a sandbox.
- B. Enable both Einstein features In production.
- C. Enable Einstein Activity Capture In a developer org.
Answer: A
Explanation:
Before implementing Einstein features such as Einstein Lead Scoring and Einstein Deal Insights, it is essential to run the Einstein Readiness Assessor. This tool evaluates the Salesforce org's data to determine whether it meets the requirements for these Einstein features, ensuring that they will provide accurate and actionable insights.
* Assessing Data Readiness: The Einstein Readiness Assessor checks if the data quality and quantity are sufficient for Einstein's AI-driven insights, which is crucial for accurate scoring and predictions.
* Informed Implementation Planning: Running the readiness assessment in a sandbox allows the consultant to understand any adjustments needed before enabling the features in production.
Option B (enabling Einstein Activity Capture in a developer org) and Option C (enabling both features in production) should be done only after confirming readiness. For more information, see the Einstein Readiness Assessor documentation.
NEW QUESTION # 131
A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation and adoption?
- A. Develop Quality Assurance (QA) testing scripts.
- B. Design end user training plan.
- C. Set project milestones and establish key performance indicators (KPIs).
Answer: C
Explanation:
For successful Sales Cloud implementation and adoption, establishing clear project milestones and defining KPIs is crucial. These elements provide a structured framework for measuring progress and ensuring that the project aligns with business objectives. By setting measurable KPIs, the consultant can track essential metrics like user adoption rates, data quality, and process efficiency, which are critical for gauging success and making data-driven adjustments as needed. This approach ensures that the implementation stays on track and that any issues can be addressed proactively
NEW QUESTION # 132
Milestones can be added to which three Object types? Choose 3 answers
- A. Account
- B. Case
- C. Entitlement
- D. Service
- E. Work Order
Answer: B,C,E
NEW QUESTION # 133
......
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