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| Section | Weight | Objectives |
|---|
| Analytics & Insights | 10% | - Configure analytics features
- 1. Forecasting configuration
- 2. Sales Cloud Einstein features
- 3. Einstein Analytics basics
- KPI measurement
- 1. Define success metrics
- 2. Report on business outcomes
|
| 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
|
| Integration & Optimization | 15% | - Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Integration requirements
- 1. Calendar integration
- 2. Third-party integrations
- 3. Email integration
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Assess current business processes
- 2. Identify key stakeholders
- 3. Define business requirements
- Conduct discovery sessions
- 1. Understand sales methodology
- 2. Document pain points and challenges
- 3. Capture success criteria
|
| 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. Standard and custom reports
- 2. Custom report types
- 3. Dashboard components
- Implement automation
- 1. Process Builder
- 2. Flow Builder
- 3. Approval processes
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q152-Q157):
NEW QUESTION # 152
Describe Pipeline.
- A. Benchmark of how much should be sold withina certain time frame
- B. Revenue projection that can be expressed in dollar amounts, units of product family, or both
- C. Consists of opportunities in various stages of maturity
Answer: A
NEW QUESTION # 153
The sales representatives at Universal containers use various email applications and often receive important
customer emails while they are away from the office. Sales management wants to ensure sales representatives
are recording email activity with customers in salesforce while they are away from the office. What should a
consultant recommend to meet this requirement?
- A. Download and install the salesforce for outlook connector on their smartphones and computers
- B. Copy and paste emails manually to the customer record in salesforce from their smartphones and '-'
computers - C. Forward emails using their email-to-salesforce email address from their smartphones and computers
- D. Download and install a salesforce universal connector for their smartphone and computers
Answer: C
NEW QUESTION # 154
How many reports should you design for optimal usability?
- A. As many as needed per role, without overwhelming users
- B. Up to 10 reports per role
- C. The more the better, as long as you are using a clear naming convention
- D. Five to seven reports per role
Answer: A
NEW QUESTION # 155
Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.
How should the consultant meet the requirement?
- A. Configure custom objects and use automation to calculate and stone attainment.
- B. Configure sales quotas and compare quota attainment on the forecast.
- C. Build automation to aggregate and report on revenue attainment from the User object.
- D. Construct Opportunity Reports with custom formulas to show attainment.
Answer: B
Explanation:
Sales quotas are the revenue or quantity goals that are assigned to users, teams, or territories for a specific time period. Quotas can be configured manually or imported from a CSV file, and they can be viewed and edited on the Quotas page or on reports. Quota attainment is the percentage of quota achieved by a user, team, or territory for a given period. Quota attainment can be compared with forecast amounts on the forecast page or on reports, to track the sales team's performance against their goals.
NEW QUESTION # 156
Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.
What should a consultant do to resolve the issue?
- A. Add the Discount field to the Sales Path for the managers.
- B. Add a new discount field for the new business unit.
- C. Check the field level security for the managers' profile.
- D. Use a validation rule to ensure that a discount is entered.
Answer: C
NEW QUESTION # 157
......
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