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| Section | Weight | Objectives |
|---|
| Topic 1: Integration & Optimization | 15% | - Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
- Integration requirements
- 1. Third-party integrations
- 2. Email integration
- 3. Calendar integration
|
| Topic 2: Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Design Sales Cloud solution
- 1. Design lead management process
- 2. Design account and contact management
- 3. Design opportunity management
- Define data model requirements
- 1. Custom objects design
- 2. Field-level security
- 3. Record types and page layouts
|
| Topic 3: Migration & Data Management | 10% | - Data migration strategy
- 1. Data mapping
- 2. Data loader configuration
- 3. Data validation rules
- Data quality management
- 1. Duplicate rules
- 2. Matching rules
|
| Topic 4: Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Understand sales methodology
- 3. Document pain points and challenges
- Determine the scope and business objectives
- 1. Assess current business processes
- 2. Identify key stakeholders
- 3. Define business requirements
|
| Topic 5: Analytics & Insights | 10% | - Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
- KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
|
| Topic 6: Salesforce Configuration | 25% | - Implement automation
- 1. Process Builder
- 2. Flow Builder
- 3. Approval processes
- Configure reporting and dashboards
- 1. Dashboard components
- 2. Custom report types
- 3. Standard and custom reports
- Set up Sales Cloud features
- 1. Configure lead scoring
- 2. Set up Salesforce Engage
- 3. Configure Einstein Activity Capture
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q103-Q108):
NEW QUESTION # 103
The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.
Which action should the consultant recommend?
- A. Deploy from version control before the Salesforce Platform upgrade window.
- B. Deploy the changes from the sandbox to production once both environments are on the same version.
- C. Deploy changes from the sandbox to production this weekend.
- D. Deploy the changes from me sandbox to production concurrently with the Salesforce Platform upgrade.
Answer: B
Explanation:
Deploying the changes from the sandbox to production once both environments are on the same version is the safest and most reliable option, as it ensures that there are no compatibility issues or errors due to different versions of Salesforce. The fix requires functionality in the sandbox version, which means that it cannot be deployed to production until production is upgraded to the same version. Deploying before or during the upgrade window may result in failures or conflicts.
NEW QUESTION # 104
The sales manager at UC is concerned that the leads from the marketing department are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers
- A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
- B. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
- C. Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
- D. Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.
Answer: A,B
NEW QUESTION # 105
A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own.
The Organization-wide Default setting for Account is private. What happens if a user has access to a parent Account?
- A. The user will have access to child Account records.
- B. The user will access to All Accounts if "Grant Access using Hierarchies" is enabled.
- C. Access to child Account will need to be manually added.
- D. Access can be granted by setting up a sharing rule via Account Hierarchy.
Answer: A
NEW QUESTION # 106
When enabling multiple currencies what feature is enabled on all opportunity? Choose 2 answers
- A. the selected currency is used for the Amount field
- B. User's defaults currency overrides the specified opportunity currency
- C. The selected currency is used for the Amount (Converted) field
- D. Currency must be specified for the opportunity
Answer: C,D
NEW QUESTION # 107
A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in
4 months.
What should the consultant recommend to meet the requirement?
- A. Implement additional features to make the team more productive-
- B. Deploy the Salesforce mobile app to the team prior to the event.
- C. Reschedule the event to ensure functionality is complete.
- D. Set obtainable metrics, goals, and milestones for the deadline.
Answer: D
Explanation:
* Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months.
Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client's expectations and needs.
NEW QUESTION # 108
......
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