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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Migration & Data Management10%- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
- Data migration strategy
  • 1. Data loader configuration
  • 2. Data validation rules
  • 3. Data mapping
Topic 2: Customer Discovery15%- Determine the scope and business objectives
  • 1. Assess current business processes
  • 2. Define business requirements
  • 3. Identify key stakeholders
- Conduct discovery sessions
  • 1. Capture success criteria
  • 2. Understand sales methodology
  • 3. Document pain points and challenges
Topic 3: Integration & Optimization15%- 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. Email integration
  • 2. Third-party integrations
  • 3. Calendar integration
Topic 4: Planning & Solution Design25%- Design Sales Cloud solution
  • 1. Design opportunity management
  • 2. Design lead management process
  • 3. Design account and contact management
- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements
- Define data model requirements
  • 1. Record types and page layouts
  • 2. Custom objects design
  • 3. Field-level security
Topic 5: Salesforce Configuration25%- Set up Sales Cloud features
  • 1. Configure Einstein Activity Capture
  • 2. Configure lead scoring
  • 3. Set up Salesforce Engage
- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Standard and custom reports
  • 3. Dashboard components
- Implement automation
  • 1. Approval processes
  • 2. Process Builder
  • 3. Flow Builder
Topic 6: Analytics & Insights10%- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
- Configure analytics features
  • 1. Sales Cloud Einstein features
  • 2. Forecasting configuration
  • 3. Einstein Analytics basics

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q17-Q22):

NEW QUESTION # 17
Which of the following is a typical challenge for a sales organization? (Select all that apply)

Answer: A,B,C


NEW QUESTION # 18
Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.
Which approach should the consultant use for the source data migration?

Answer: B

Explanation:
This is the approach that the consultant should use for the source data migration. Accounts, Contacts, and Opportunities are related objects in Salesforce, and they have dependencies based on their lookup or master-detail relationships. Accounts are parent objects of Contacts and Opportunities, so they should be migrated first. Contacts are child objects of Accounts and parent objects of Opportunity Contact Roles, so they should be migrated second. Opportunities are child objects of Accounts and parent objects of Opportunity Products and Opportunity Splits, so they should be migrated last. Verified References: [Data Migration Best Practices]


NEW QUESTION # 19
The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.
Which two actions should the consultant recommend working around the issue?
Choose 2 answers

Answer: B,D

Explanation:
These are two actions that the consultant should recommend to work around the issue of internet unavailability on the Salesforce mobile app. Enabling the system permission to store offline data in Salesforce allows users to access cached data on their mobile devices when they are offline. Enabling offline create, edit, and delete in Salesforce allows users to perform these actions on their cached data when they are offline, and sync them back to Salesforce when they are online. Verified Reference: [Work Offline in the Salesforce Mobile App]


NEW QUESTION # 20
Universal Containers would like to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

Answer: A


NEW QUESTION # 21
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is
assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales
representative accounts and opportunities. What should a consultant recommend to meet this requirement?

Answer: A


NEW QUESTION # 22
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