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| Section | Weight | Objectives |
|---|
| Integration & Optimization | 15% | - Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
|
| Customer Discovery | 15% | - Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Define business requirements
- 3. Assess current business processes
- Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
|
| Planning & Solution Design | 25% | - Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
- Define data model requirements
- 1. Custom objects design
- 2. Record types and page layouts
- 3. Field-level security
- Design user adoption strategy
- 1. Change management
- 2. Training requirements
|
| 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
|
| 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
|
| Salesforce Configuration | 25% | - Implement automation
- 1. Flow Builder
- 2. Process Builder
- 3. Approval processes
- Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Configure lead scoring
- 3. Set up Salesforce Engage
- Configure reporting and dashboards
- 1. Dashboard components
- 2. Standard and custom reports
- 3. Custom report types
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q179-Q184):
NEW QUESTION # 179
Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts.
The organization-wide default for Accounts is Private.
Which two factors should the consultant consider when updating the sales territories and Account owners?
Choose 2 answers
- A. The organization-wide default should be set to Public before the update can be performed.
- B. The Salesforce Platform can update up to 200 accounts at a time.
- C. The team can defer sharing calculations to decrease the risk of lock errors during the data update.
- D. The data update will cause sharing recalculations and should be completed during off-peak hours.
Answer: C,D
Explanation:
* The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately.
Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.
* By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.
NEW QUESTION # 180
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and
opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a
sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities.
Based on this information, the owner of the ABC Corporation account record has the rights to take which
actions?
- A. Transfer ownership of related contacts and opportunities owned by other users
- B. View, edit, and delete activities owned by other users directly related to the account
- C. View, edit and delete related contacts and opportunities owned by other users
- D. Share the account with other users through manual sharing and account teams
Answer: D
NEW QUESTION # 181
Universal Containers wants to automatically add emails and events that sales reps send and receive from Gmail to the activity timeline of related records.
What should the consultant recommend to meet the requirement?
- A. Marketing Cloud Journeys
- B. Gmail for Salesforce
- C. Email to Lead
- D. Einstein Activity Capture
Answer: D
NEW QUESTION # 182
Cloud Kicks has just deployed all of its configurations. The admin wants to build a new process using objects that were deployed.
Which best practice should a consultant recommend to the admin?
- A. Build in a Developer sandbox and test changes in a test release environment.
- B. Build in a Partial Copy sandbox and test changes in the staging environment.
- C. Build in a test release environment end test changes In a Partial Copy sandbox.
Answer: B
Explanation:
For building new processes and testing configurations after deployment, it's recommended to use a Partial Copy sandbox for development and testing in a staging environment. This approach allows for testing with a representative subset of production data, helping to ensure changes are validated under conditions similar to the live environment.
* Development and Testing Strategy: Building in a Partial Copy sandbox allows for more accurate testing than a Developer sandbox, as it includes metadata and a sample of data from production.
* Promoting Changes through Staging: Testing in a staging environment simulates the final production environment closely, helping to identify potential issues before going live.
Option B (test release in Partial Copy) reverses best practices, and Option C (Developer sandbox) may not include sufficient data for comprehensive testing. Salesforce recommends Partial Copy sandboxes for intermediate testing stages, as outlined in Salesforce Sandbox Guide.
NEW QUESTION # 183
The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.
What should the consultant do to fulfill this request?
- A. Add a standard dashboard for Sales Cloud Einstein.
- B. Add the Einstein prediction column to the forecast list view.
- C. Create a custom report type tor Seles Cloud Einstein records.
Answer: A
Explanation:
Adding a standard dashboard for Sales Cloud Einstein is the best approach to showcase the effectiveness of Einstein Lead Scoring. Salesforce provides pre-built Einstein Analytics dashboards that offer insights into lead scoring performance, helping the VP of sales visualize how lead scoring impacts the sales process. These dashboards include metrics and trends that demonstrate the value and accuracy of the Einstein Lead Scoring implementation.
References:
* Sales Cloud Einstein Analytics
* Einstein Analytics Dashboard for Lead Scoring
NEW QUESTION # 184
......
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