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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Analytics & Insights10%- Configure analytics features
  • 1. Forecasting configuration
  • 2. Einstein Analytics basics
  • 3. Sales Cloud Einstein features
- KPI measurement
  • 1. Report on business outcomes
  • 2. Define success metrics
Topic 2: Integration & Optimization15%- Performance optimization
  • 1. Salesforce Mobile app configuration
  • 2. Lightning Experience optimization
- Ongoing support and maintenance
  • 1. User adoption monitoring
  • 2. Release management
- Integration requirements
  • 1. Calendar integration
  • 2. Email integration
  • 3. Third-party integrations
Topic 3: Customer Discovery15%- Conduct discovery sessions
  • 1. Capture success criteria
  • 2. Document pain points and challenges
  • 3. Understand sales methodology
- Determine the scope and business objectives
  • 1. Identify key stakeholders
  • 2. Assess current business processes
  • 3. Define business requirements
Topic 4: Salesforce Configuration25%- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Standard and custom reports
  • 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. Process Builder
  • 2. Approval processes
  • 3. Flow Builder
Topic 5: Planning & Solution Design25%- 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. Field-level security
  • 2. Record types and page layouts
  • 3. Custom objects design
Topic 6: Migration & Data Management10%- Data migration strategy
  • 1. Data loader configuration
  • 2. Data mapping
  • 3. Data validation rules
- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q81-Q86):

NEW QUESTION # 81
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?
Choose 2 answers

Answer: B,D


NEW QUESTION # 82
Northern Trail Outfitters has Advanced Currency Management enabled and needs reports that span time periods when the exchange rate was different.
What is the converted amount based on in this scenario?

Answer: A


NEW QUESTION # 83
CORRECT TEXT
What is the Translation Workbench?

Answer:

Explanation:
1. Specify languages you want to translate
2.Assign translators to languages
3.Create translations for customizations you've made toyour Salesforce organization
4.Override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.


NEW QUESTION # 84
Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?

Answer: B

Explanation:
Conducting discovery sessions and documenting existing business practices for each company is the recommended approach. This step ensures that the consultant understands the workflows, data usage, and business processes of both companies. It allows for a comprehensive assessment and aids in the creation of a well-informed integration and migration plan. According to Salesforce best practices, understanding the current state through discovery sessions is crucial before any data migration or integration can take place. It helps in identifying potential conflicts, redundancies, and areas for improvement, which can then be addressed in the project plan.


NEW QUESTION # 85
The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.
Which two steps should a consultant take to create a solution?
Choose 2 answers

Answer: A,B

Explanation:
* Updating a custom field using automation and creating a report and dashboard are the two steps required
* to create a solution for showing the percentage of opportunities in a certain stage that were eventually closed won. A custom field is a field that can be added to an object to store additional information that is not available in the standard fields. Automation is a way of executing actions or tasks based on certain criteria or triggers, such as workflows, process builder, flows, etc. A report is a tool that displays data from one or more objects in a tabular or graphical format. A dashboard is a tool that displays data from one or more reports in a visual way, such as charts, gauges, tables, etc.
* By creating a custom field on the Opportunity object that stores the stage value when the Opportunity is closed won or closed lost, and updating this field using automation whenever the stage changes, sales managers can track the original stage of each closed Opportunity. By creating a report and dashboard that show the percentage of closed won Opportunities by their original stage, sales managers can see how effective each stage is in leading to successful deals.


NEW QUESTION # 86
......

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