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| Section | Weight | Objectives |
|---|
| Planning & Solution Design | 25% | - Define data model requirements
- 1. Field-level security
- 2. Custom objects design
- 3. Record types and page layouts
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design lead management process
- 3. Design opportunity management
- Design user adoption strategy
- 1. Training requirements
- 2. Change management
|
| 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. Define business requirements
- 2. Identify key stakeholders
- 3. Assess current business processes
|
| Salesforce Configuration | 25% | - Configure reporting and dashboards
- 1. Dashboard components
- 2. Standard and custom reports
- 3. Custom report types
- Implement automation
- 1. Flow Builder
- 2. Approval processes
- 3. Process Builder
- Set up Sales Cloud features
- 1. Set up Salesforce Engage
- 2. Configure Einstein Activity Capture
- 3. Configure lead scoring
|
| Analytics & Insights | 10% | - 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
|
| Migration & Data Management | 10% | - Data migration strategy
- 1. Data validation rules
- 2. Data mapping
- 3. Data loader configuration
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Salesforce Mobile app configuration
- 2. Lightning Experience optimization
- Ongoing support and maintenance
- 1. Release management
- 2. User adoption monitoring
- Integration requirements
- 1. Email integration
- 2. Calendar integration
- 3. Third-party integrations
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q16-Q21):
NEW QUESTION # 16
Universal Containers does not have a direct sales team; its channel partners are responsible for selling and
servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice
President of Channels has been receiving many complaints from partners on the poor quality of the leads and
has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve
partner satisfaction with the leads being shared?
- A. Create multiple validation rules to ensure that all fields on the lead record are populated with data
- B. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners
- C. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to '-'
partners - D. Use the lead Score on the find duplicates button and assign the leads with a score in the high category
Answer: C
NEW QUESTION # 17
Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org.
What should a consultant implement to meet this requirement?
- A. My Domain and Single Sign-On
- B. Ce Nightly scheduled Batch Data jobs
- C. Workflow Rules and Outbound Messaging
- D. Salesforce Connect and External Objects
Answer: A
NEW QUESTION # 18
Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement?
Choose 2 answers
- A. Set organization-wide defaults for opportunities to Private.
- B. Set organization-wide defaults for opportunities to Public Read-Only.
- C. Set Territory Management to grant Read access to opportunities owned by others.
- D. Set opportunity access on the role to view all opportunities associated with their accounts.
Answer: A,D
NEW QUESTION # 19
Universal Containers is undergoing a sales reorganization and wants to enable territory management. What should Universal Containers review before enabling territory management?
Choose 2 answers
- A. Opportunities and forecasting
- B. Quotes and orders
- C. Account and opportunity sharing
- D. Multi-currency and contracts
Answer: A,C
NEW QUESTION # 20
Which pair of reports is best associated with the business driver "Manage the Funnel" ?
- A. "# of Face-to-Face Meetings" and "# of DealsWon, Lost, and In-Progress"
- B. "Stage Duration Age" and "Forecastby Sales Rep"
- C. "Closed Opportunities by Lead Source" and "Reasons for Lead Disqualification"
Answer: B
NEW QUESTION # 21
......
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